Podcasts about kpis

In this powerful Business Blueprint Series episode, Bradley sits down with Dave Curry, a real-deal business owner who opens up about his journey—the victories, the struggles, and the moments he almost walked away from his business. If you've ever felt alone in your entrepreneurial journey or questioned whether you could make it work, this conversation will remind you that you're not alone and that transformation is possible.Dave shares the unfiltered truth about building a business, including:The gap between knowing and doing – Dave read the book but wasn't implementing it. Sound familiar? He breaks down what changed and how he finally made the shift from knowledge to action. The power of belief – Not just having someone believe in you, but having someone who believes for you when you can't believe in yourself. Dave reveals who played this role in his journey and why it matters. You are not your business – One of the most important mindset shifts for any business owner struggling with identity and burnout. Building the right team – How Dave learned to invest in people and create a team structure that allowed him to step out of the day-to-day operations. Mastering your numbers – Dave discusses how understanding and staying on top of his financials became a game-changer in his business growth.Connect with Bradley:1-1 Game Plan Call: Get Above The Business. Think Like an Architect. Design The Blueprint. Ready to Design, Systematize, and Grow a $1m-$3m Business? Begin building your business blueprint when you schedule your Game Plan Call at https://blueprintos.com.Bradley's company, BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming Workshop or book your Game Plan Call when you visit www.blueprintos.com!Thanks to our sponsors...Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!Autopilot Recruiting helps small business owners solve their staffing challenges by taking the stress out of hiring. Their dedicated recruiters work on your behalf every single business day - optimizing your applicant tracking system, posting job listings, and sourcing candidates through social media and local communities. With their continuous, hands-off recruiting approach, you can save time, reduce...

In the first episode of Shift Happens, Nasser sits down with Dan Temby, Senior Vice President of Technology & Analytics at DAC, to unpack one of the biggest challenges facing marketers today: moving beyond vanity metrics and measuring what truly matters.Today's marketers have dashboards full of data—but how much of it actually proves impact? Dan breaks down why clicks, impressions, and surface-level KPIs can mislead teams, and what value-based measurement really looks like in today's performance-driven world.0:00: Intro0:50: How do we know which metrics on our dashboard drive sales, and aren't just vanity metrics?3:25: If clicks don't equal customers, what should marketers measure instead?6:18: How do we help clients move from dashboards to decisions?8:50: How is the analytics space evolving, and what should marketers prepare for?10:42: How did you apply semantic descriptions with AI to build DAC's operating system IRIS?12:55: AI amplifies strategy, but only if the data is speaking the same language13:40: Vanity metrics may make dashboards look busy, but value metrics prove impact

Send us a textThis episode breaks down how to determine whether your private practice is truly ready for growth by focusing on sustainable, data-driven decision making. Brandon explains that rapid expansion can erode profitability if your payer mix, margins, staffing, or infrastructure can't support it, and that organic growth often outperforms rushed acquisitions. He outlines how to assess market demand, analyze KPIs, review financials, understand your patient census, evaluate risk, and decide whether “the juice is worth the squeeze” before pursuing new locations, services, or investments. The message is simple: know your numbers, know your capacity, and grow only when the growth will actually make you more profitable.Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide Book

This week on The Geek in Review, we sit down with Jennifer McIver, Legal Ops and Industry Insights at Wolters Kluwer ELM Solutions. We open with Jennifer's career detour from aspiring forensic pathologist to practicing attorney to legal tech and legal ops leader, sparked by a classic moment of lawyer frustration, a slammed office door, and a Google search for “what else can I do with my law degree.” From implementing Legal Tracker at scale, to customer success with major clients, to product and strategy work, her path lands in a role built for pattern spotting, benchmarking, and translating what legal teams are dealing with into actionable insights.Marlene pulls the thread on what the sharpest legal ops teams are doing with their data right now. Jennifer's answer is refreshingly practical. Visibility wins. Dashboards tied to business strategy and KPIs beat “everything everywhere all at once” reporting. She talks through why the shift to tools like Power BI matters, and why comfort with seeing the numbers is as important as the numbers themselves. You cannot become a strategic partner if the data stays trapped inside the tool, or inside the legal ops team, or inside someone's head.Then we get into the messy part, which is data quality and data discipline. Jennifer points out the trap legal teams fall into when they demand 87 fields on intake forms and then wonder why nobody enters anything, or why every category becomes “Other,” also known as the graveyard of analytics. Her suggestion is simple. Pick the handful of fields that tell a strong story, clean them up, and get serious about where the data lives. She also stresses the role of external benchmarks, since internal trends mean little without context from market data.Greg asks the question on everyone's bingo card, what is real in AI today versus what still smells like conference-stage smoke. Jennifer lands on something concrete, agentic workflows for the kind of repeatable work legal ops teams do every week. She shares how she uses an agent to turn event notes into usable internal takeaways, with human review still in the loop, and frames the near-term benefit as time back and faster cycles. She also calls out what slows adoption down inside many companies, internal security and privacy reviews, plus AI committees that sometimes lag behind the teams trying to move work forward.Marlene shifts to pricing, panels, AFAs, and what frustrates GCs and legal ops leaders about panel performance. Jennifer describes two extremes, rigid rate programs with little conversation, and “RFP everything” process overload. Her best advice sits in the middle, talk early, staff smart, and match complexity to the right team, so cost and risk make sense. She also challenges the assumption that consolidation always produces value. Benchmarking data often shows you where you are overpaying for certain work types, even when volume discounts look good on paper.We close with what makes a real partnership between corporate legal teams and firms, and Jennifer keeps returning to two themes, communication and transparency, with examples. Jennifer's crystal ball for 2026 is blunt and useful, data first, start the hard conversations now, and take a serious look at roles and skills inside legal ops, because the job is changing fast.Links:Jennifer McIver's LinkedIn pageWolters Kluwer ELM Solutions homepageLegalVIEW Insights reports homepageLegalVIEW DynamicInsights pageTyMetrix 360° pageListen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.]⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠

We sit down with Xavier Corman to unpack how Finrack turns inventory into financeable collateral using real-time pricing and a sale-and-buyback model. The conversation spans EU cross-border advantages, practical AI, and why better inventory KPIs drive both growth and sustainability.• founding story and links to FinTech Belgium and EDFA• the SME financing gap when inventory is the asset• how real-time pricing enables flexible funding• case study of an organic bakery scaling seasonal output• regulation via sale and buyback rather than loans• cross-border VAT mechanics inside the EU• integrations with WMS and ERP for daily data• operational KPIs that reduce waste and warehouse size• practical use of AI for data cleaning and analysis• broker-led go-to-market and market expansion• client testimonials and rising demand across Europe• where to enquire and how to qualifyIf you want to know more, go to finrack.com, fill in the three fields, and we will contact you back.Thank you for tuning into our podcast about global trends in the FinTech industry.Check out our podcast channel.Learn more about The Connector. Follow us on LinkedIn.CheersKoen Vanderhoydonkkoen.vanderhoydonk@jointheconnector.com#FinTech #RegTech #Scaleup #WealthTech

In the latest episode of Inside the Numbers – which pulls back the curtain on the KPIs of finance leaders – Michael Burgess of DJH reveals the three main metrics that help him navigate her work, and also discusses his transition to becoming a CFO.

What if every hard-earned lesson in your business came with a simple mandate: how dare you do nothing with what's been given to you? In this episode, Bill Sherman talks with serial entrepreneur and systems strategist Apple Levy, author of "The Apple Effect". Apple has spent decades in construction, manufacturing, home flipping, and retail. She combines operational grit with financial discipline to help entrepreneurs stop firefighting and start scaling with intention. Her core belief is simple and provocative: if you know something that works, you have a duty to share it. Apple walks through how she turned years of wins and failures into a repeatable framework for growth. She explains why she began capturing notes, call recordings, and data from every client, and how that archive became The Apple Effect—a practical playbook for owners running businesses from $1M to $40M in revenue. The book distills what actually moves margin, cash flow, and culture, and she uses it as the backbone for her firm, Obsidian Thorne, when helping companies scale. You'll hear the real problems that keep owners up at night. Not just cash flow and margin, but rework that kills profit, weak follow-up on sales, and the emotional landmine of hiring family you can't hold accountable. Apple shows how to move from "leading by personality" to "leading by systems," so the process becomes the bad cop—not you. That shift frees leaders to exit someday, build a legacy, or simply step out of daily chaos. Apple and Bill also explore the mindset required to grow. Apple challenges entrepreneurs to ask, "How badly do I want this?" and to accept that scaling may mean dismantling what no longer serves the business—including long-standing people, habits, and assumptions. She shares how she applies her own advice inside Obsidian Thorne, using automation, hiring a business development lead early, and treating every pain point in her firm as data she can use to better serve clients. Finally, Apple looks ahead. She talks about taking her message to bigger stages—through construction trade shows like Build Expo, her growing calendar of workshops, and future events she plans to host herself. She's already filling the next scratch pad with insights for future books and building a team of people who share her attitude: hungry, accountable, and obsessed with helping entrepreneurs go from $1M to $10M and beyond. If you're an owner who's tired of firefighting, wrestling with family in the business, or worried about what you're leaving to the next generation, this conversation—and The Apple Effect—offers both a wake-up call and a roadmap. Three Key Takeaways: • Systemize your expertise. Turning real-world lessons into a documented framework is the foundation for scaling any business. • Measure what matters. KPIs and process discipline reduce rework, protect margin, and move the company out of constant firefighting. • Use your book as a strategic tool. A well-structured book can double as a thought leadership platform and an operating guide for clients and teams. If this episode has you thinking about systems, scale, and getting out of firefighting, the next step is to focus on your leaders. Pair this conversation with the episode "Scaling Leadership: Making Coaching Accessible at Every Level" with Kristin Lytle and you'll see the other side of the equation: how to build repeatable, scalable ways to grow people, not just processes. Both episodes explore how to move from one-off heroics to structured, repeatable solutions—whether that's tightening operations and KPIs, or creating blended coaching and learning programs that reach leaders at every level. Listen to them together and you'll walk away with a more complete roadmap: how to systemize the business and build a culture of high integrity, accountability, and leadership growth across the organization.

Host: Tony JohnsonGuest: Geoffrey Reid Author: The Revenue Catalyst: Mastering the Art of Sales In this episode, I sit down with Geoffrey Reid, a globally recognized sales leader with a rare blend of academic depth and real-world execution. Geoffrey's journey from public policy and mediation to sales leadership gives him a unique lens on how selling really works and why so many organizations struggle to teach it well. We dig into why customers want to buy but hate being sold, how sales has become a full business discipline rather than a single function, and what leaders must do to build sales teams that last. Key Takeaways Customers want to buy, but they do not want to be sold Sales today requires an all-fronts, fifth-dimension approach across the business Intentional hiring matters if you want teams that stay through tough cycles Training, coaching, and development are not optional for sales excellence KPIs should be embedded across the entire sales journey, not just at the close This conversation is practical, grounded, and especially relevant for leaders who want sales to feel less transactional and more connected and intentional.   Book time with me to learn about our speaking, training, and consulting services: https://calendly.com/thetonyjohnson/strategy  Links & Resources:

Send us a textWhat if authority wasn't about being the best closer, but about creating the safest decision for your buyer? Grant sits down with Doug Brown—CEO of CEO Sales Strategies—to explore how shared context, credible associations, and personal ROI can transform ordinary sales conversations into trust-driven commitments. From New England roots to global brands, Doug shows why familiarity is a strategic lever, not a vanity metric.We dig into the gap between “good” sales teams and those viewed as market authorities. The surprise: status and positioning can tilt the field before price is ever discussed. Using vivid examples—from first-class optics to iconic venues—Doug explains how perception amplifies pricing power. But he also grounds it in craft: speak to the business ROI and the personal ROI driving real human decisions, whether that's safety, reputation, or career risk. Buyers sign when they feel both the numbers and the nerves are addressed.The heart of the conversation is resilience. Doug recounts a costly client pivot that vaporized roughly $2M, then shares the mental and operational playbook that pulled him forward: stop treating symptoms, remove root causes, and take one meaningful step every day toward a clear North Star. We also get practical with a 90-day revenue plan that works without heroics—set a truthful target, do the math on KPIs, reengage dormant clients, increase touchpoints, and define your ideal right-fit buyer to align message and market. We close with a grounded take on AI: use it to accelerate research and outreach, but never outsource the human-to-human moments that make complex deals possible.If you're ready to sell with authority, protect your margins, and build pipeline you can trust, this conversation gives you the mindset and methods to start today. Subscribe, share with a teammate who needs a boost, and leave a review with your biggest takeaway—we read every one.Thanks for tuning in to this episode of Follow The Brand! We hope you enjoyed learning about the latest trends and strategies in Personal Branding, Business and Career Development, Financial Empowerment, Technology Innovation, and Executive Presence. To keep up with the latest insights and updates, visit 5starbdm.com. And don't miss Grant McGaugh's new book, First Light — a powerful guide to igniting your purpose and building a BRAVE brand that stands out in a changing world. - https://5starbdm.com/brave-masterclass/ See you next time on Follow The Brand!

Complimentary Business Strategy Consultation here: https://calendar.app.google/VNeiGZ5Sd9oLUhac8 If you're a counsellor, psychologist, or social worker in private practice and you feel overwhelmed, stuck, or like you're doing “all the right things” but still not seeing consistent bookings or income, this episode is for you. In this episode of the Private Practice Podcast, Dr Brooklyn Storm unpacks what actually needs to be in place to minimise overwhelm and maximise results in your private practice, without burning out or constantly chasing the next strategy. This episode goes beyond surface-level advice.   You'll learn why overwhelm is often not a time or motivation problem, but a missing structure, identity, or foundation problem in your business. Brooklyn walks you through the essential systems, processes, policies, planning, and identity shifts that support profitability, sustainability, and a sense of safety in your practice. This is especially relevant if you're newly qualified, transitioning into private practice, or have been running a practice for a while but feel like you're winging it and hoping things will work out.   You'll also hear real-world insights into why businesses stagnate, why marketing can feel exhausting when foundations are missing, and why simplifying your offerings often creates better results than adding more. This episode connects the mind, business, and spirit of private practice and explains how identity, energy, and structure work together to create momentum, clarity, and confidence.   If you've ever thought about pausing your practice because it “isn't working,” this episode will help you see what's really happening and what to focus on instead. If you want personalised guidance and clarity for your own private practice, you can book a   Complimentary Business Strategy Consultation here: https://calendar.app.google/VNeiGZ5Sd9oLUhac8 This short call is designed to help you identify what's missing, what to prioritise, and where your biggest opportunities are right now.   Timestamps: 00:00 Welcome to the Private Practice Podcast 00:22 Introduction to Practice Momentum and business support 02:54 Why private practice feels overwhelming without foundations 07:27 Auditing systems, processes, and structures 08:58 Compliance, policies, and common mistakes therapists make 11:39 Systems for payments, boundaries, risk, and data protection 14:33 The cost of over-subscribing to tools and software 16:22 Paper vs digital systems and privacy responsibilities 19:03 Business foundations you must have in place 20:24 Why planning changes everything 22:32 Marketing plans and why doing everything doesn't work 23:48 KPIs and understanding what to track 25:20 Profit planning and creating financial safety 28:00 Burnout, one-to-one work, and business development 30:06 Why pausing your practice costs you future clients 33:06 Identity, energy, and how you show up in business 3 9:20 Letting go of stories that keep you stuck 49:19 Overgiving, people-pleasing, and boundaries in private practice 57:27 Simplifying your business to get better results 1:05:08 Fees, safety, and trusting yourself 1:15:23 Funnels, pathways, and why results take time 1:32:03 Why consistency matters more than urgency 1:41:08 Identity as the driver of business results 1:51:38 Energy management vs time management 1:57:07 Mind, business, and spirit in private practice 2:00:00 Final reflections and next steps   Mini FAQ: Who is this episode for? This episode is for Australian counsellors, psychologists, and social workers who are starting or growing a private practice and want less overwhelm and more consistent results. Is this relevant if I already have clients? Yes. Many therapists have clients but still lack systems, profit planning, and foundations that support sustainability and growth. Do I need to change everything in my business? No. This episode explains why refinement and simplification often create better outcomes than adding more strategies. How can I get personalised help? You can book a Complimentary Business Strategy Consultation here: https://calendar.app.google/VNeiGZ5Sd9oLUhac8      private practice overwhelm, private practice systems, therapist business foundations, counsellor private practice Australia, psychologist private practice tips, social worker private practice, private practice planning, therapy business structure, private practice profit planning, therapist burnout prevention, private practice compliance Australia, therapist business strategy, private practice identity work, therapist marketing foundations, private practice KPIs, therapy business growth, starting a private practice Australia, private practice confidence, therapist mindset business, private practice support

Viele Trainierende versuchen gleichzeitig Fortschritt zu maximieren und Verletzungen oder Rückschläge zu vermeiden. Deshalb suchen sie nach besseren Übungen, sicheren Progressionen oder dem „perfekten“ Trainingsplan.Doch das eigentliche Problem liegt tiefer: Nicht mehr Übungen machen antifragil – sondern das Trainingssystem, in dem sie genutzt werden.In dieser Episode erfährst du:

Is retail dying or are we just doing sales completely wrong? Everyone keeps yelling about online shopping, the economy, and why “nobody wants to buy anything,” but what if the real problem is the way we're showing up in front of customers? What if the biggest leak in your business isn't traffic, but the human connection you never built? This conversation flips the usual retail pity party on its head and asks the uncomfortable question: Are we the ones pushing customers out the door? Studio Sponsor: ⁠Cardio Miracle⁠ - "Unlock the secret to a healthier heart, increased energy levels, and transform your cardiovascular fitness like never before.": ⁠CardioMiracle.com/TBNS⁠ Today I'm joined by sales legend Bob Phibbs - the Retail Doc - and we dig into why small and mid sized businesses keep losing sales they should be winning, how mindset is quietly destroying your revenue, and what every entrepreneur needs to fix before blaming the market. If you've ever wondered why your KPIs are sliding, why your team feels stuck, or why retail still matters in a digital world, this might be the episode that changes everything. Order ⁠Cardio Miracle⁠ (⁠CardioMiracle.com/TBNS⁠) for 15% off and take a step towards better heart health and overall well-being! WATCH The Brian Nichols Show on ⁠YouTube⁠ & ⁠Rumble⁠. Follow Brian on social media: X.com/Twitter ⁠(https://www.briannicholsshow.com/twitter⁠) & Facebook (⁠https://www.briannicholsshow.com/facebook⁠) LIKE, SHARE, and SUBSCRIBE to ⁠The Brian Nichols Show ⁠for 3 new episodes per week! Email Listener Questions to ⁠brian@briannicholsshow.com⁠! Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, host Dave Sullivan dives into the marketing challenges that roofing contractors deal with every day. He really stresses the importance of transparency and actually understanding where your marketing dollars are going. Dave shares some real-life lessons from his coaching clients, pointing out why it's crucial to track key metrics, pre-qualify your leads, and make sure your sales and marketing teams are working together. He also gives some super practical tips on how to audit your marketing agency, set the right KPIs, and use tools like Proline CRM to see what's actually working. Dave encourages contractors to focus on booking appointments, building a strong sales team, and joining mastermind groups for extra support. It's all about helping you grow a profitable roofing business, without all the stress!What you'll hear in this episode:Importance of marketing for roofing contractors and common challenges facedInsights into a client's struggles with marketing despite high spendingThe three critical components of a roofing business: selling work, doing work, and keeping scoreNecessity of understanding financial metrics and key performance indicators (KPIs)Issues with transparency and clarity in marketing expenditures and resultsThe significance of pre-qualifying leads and tracking conversion ratesRecommendations for effective marketing strategies and budget allocationRole of independent audits to assess marketing effectiveness and agency performanceThe need for a solid sales process to convert leads into customersEmphasis on continuous improvement, tracking, and accountability in marketing and sales effortsResources:Connect with Dave!Text Dave: (510) 612-1450Free 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 → @DaveSullivanRooferShowTrusted & 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/ruby.ProLine – 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.com.SMA Support – Roofing-specific virtual assistants who know the business. Free up your time by outsourcing admin, marketing, and customer service tasks → smasupport.us.

Download the 2024 BFS Strength Report for all of the details from the conversation, plus insights we didn't have time to cover. Also take the BFS Business Assessment (in partnership with BFU) to receive your individualized BFS Scorecard, a data-backed snapshot of how your studio compares to industry benchmarks across the KPIs that matter most (lead volume, conversion, recurring revenue, churn, and LTV).

Is retail dying or are we just doing sales completely wrong? Everyone keeps yelling about online shopping, the economy, and why “nobody wants to buy anything,” but what if the real problem is the way we're showing up in front of customers? What if the biggest leak in your business isn't traffic, but the human connection you never built? This conversation flips the usual retail pity party on its head and asks the uncomfortable question: Are we the ones pushing customers out the door? Studio Sponsor: ⁠Cardio Miracle⁠ - "Unlock the secret to a healthier heart, increased energy levels, and transform your cardiovascular fitness like never before.": ⁠CardioMiracle.com/TBNS⁠ Today I'm joined by sales legend Bob Phibbs - the Retail Doc - and we dig into why small and mid sized businesses keep losing sales they should be winning, how mindset is quietly destroying your revenue, and what every entrepreneur needs to fix before blaming the market. If you've ever wondered why your KPIs are sliding, why your team feels stuck, or why retail still matters in a digital world, this might be the episode that changes everything. ❤️ Order ⁠Cardio Miracle⁠ (⁠CardioMiracle.com/TBNS⁠) for 15% off and take a step towards better heart health and overall well-being!

In this reflective episode, Bradley Hamner challenges listeners to step back from short-term thinking and consider their business and personal trajectory over the next decade. Inspired by MrBeast's viral "Me in 10 Years" video from 2015, Bradley explores why we tend to overestimate what we can accomplish in the short term while underestimating our long-term potential.Connect with Bradley:1-1 Game Plan Call: Get Above The Business. Think Like an Architect. Design The Blueprint. Ready to Design, Systematize, and Grow a $1m-$3m Business? Begin building your business blueprint when you schedule your Game Plan Call at https://blueprintos.com.Bradley's company, BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming Workshop or book your Game Plan Call when you visit www.blueprintos.com!Thanks to our sponsors...Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!Autopilot Recruiting helps small business owners solve their staffing challenges by taking the stress out of hiring. Their dedicated recruiters work on your behalf every single business day - optimizing your applicant tracking system, posting job listings, and sourcing candidates through social media and local communities. With their continuous, hands-off recruiting approach, you can save time, reduce hiring costs, and receive pre-screened candidates, all without paying any hiring fees or commissions. More money & more freedom: that's what Autopilot Recruiting help business owners achieve. Visit https://www.autopilotrecruiting.com/ and don't forget to mention you heard about us on the Above The Business podcast.Direct Clicks is built is by business owners, for business owners. They specialize in custom marketing solutions that deliver real results. From paid search campaigns to SEO and social media management, they provide the comprehensive digital marketing your business needs to grow. Here's an exclusive offer for Above The Business listeners: Visit directclicksinc.com/abovethebusiness for a FREE marketing campaign audit. They'll assess your website, social media, SEO, content, and paid advertising, then provide actionable recommendations. Plus, when you choose to partner with them, they'll waive all setup fees. About Above The BusinessAbove The Business empowers business owners to rise above the daily grind and embrace a...

Marketing isn't just about getting attention – it's about driving revenue. But how do you help cannabis businesses make that shift?In this episode, DOPE CFO Certified Advisor Raymond Guns, CPA, sits down with Jenny Lamboy, VP of Strategy at Hybrid Marketing and 4B Marketing, to discuss how cannabis companies can align their “Why” with strategies that deliver measurable growth. Jenny shares her expertise in helping businesses overcome legacy mindsets, adopt meaningful KPIs, and turn their best clients into powerful brand advocates.What You'll Learn:- Connect Marketing to Revenue: Help clients view marketing as a revenue-generating investment by aligning their “Why” with measurable business outcomes. This ensures every dollar spent ties back to growth.- Overcome Legacy Mindsets: Educate clients on transitioning from outdated, reactive approaches to data-driven strategies that build trust and long-term brand value.- Leverage KPIs for Smarter Decisions: Encourage clients to focus on real, actionable KPIs that reflect profitability and customer retention, rather than vanity metrics.Understanding how marketing drives revenue can help you provide more strategic advice to your clients. By recognizing marketing as a critical revenue-generating channel, you can guide clients toward smarter investments that directly impact their bottom line.

Doug McHoney (PwC's International Tax Services Global Leader) is joined by returning guest Tadd Fowler, Senior Vice President, Treasurer, and Global Taxes at the Procter & Gamble company. Doug and Tadd discuss US tax policy after the Tax Cuts and Jobs Act, the OB3 package's priorities and fixes (including interest expense apportionment, GILTI and FDII changes, and maintaining competitiveness), and why certainty still depends on ongoing policymaker education. They examine the OECD Pillar Two ‘side‑by‑side' concept, the daunting Pillar Two compliance overlay on US rules, and P&G's own Pillar Two posture. They also cover operating‑model design, incentives and foreign direct investment, how AI augments rather than replaces decisions, and the tax team's priorities—business partnership, compliance productivity, people and capabilities, and advancing tax certainty through transparency and cooperative programs.  

In this episode, Kirk Teachout and Zach Shelley break down the nine essential Key Performance Indicators (KPIs) every dental practice should track to stay healthy and grow. From new patient acquisition and retention to treatment acceptance, collections, and payroll management, they explain what each metric means—and why it matters. Kirk and Zach also share practical strategies for improving these numbers and using data to drive smarter, more efficient practice management.

Are you about to become invisible in the new era of dental marketing and AI? In this episode, Dr. Anissa Broussard shares how she went from a small island practice in Jamaica to leading a top dental marketing and AI agency built by a dentist, for dentists. If you're tired of being the best-kept secret in your city, this conversation is your roadmap.Dental marketing for dentists has shifted dramatically, and practices now need more than traditional dental marketing or basic dental practice marketing to stay competitive. Working with a specialized dental marketing agency can help dentists implement modern strategies like AI dental marketing, social media for dentists, and funnels for dentists—all designed to attract the right patients and create predictable dental practice growth. These tools make it easier to connect with people, build trust, and grow my dental practice without relying on discounts or outdated tactics.In today's landscape, marketing for dentists must include intelligent systems, automation, and platforms like ChatGPT for dentists to streamline communication and increase conversions. Leaders such as Dr. Anissa Broussard and her agency Digital Floss are setting the standard for what effective, authentic, and future-proof dental marketing looks like. By combining brand storytelling, omnichannel content, and AI-driven optimization, dentists can elevate their visibility, strengthen their reputation, and drive sustainable growth in any market.Chapters (Timestamps)00:00 Intro & why this conversation matters for dentists00:56 Who is Dr. Anissa? From dentist to marketing expert02:10 Getting bored with clinical dentistry & the legacy question03:18 Writing the book, starting the podcast & first Facebook course04:30 Working with Russell Brunson, funnels & becoming “the dentistry funnels girl”06:20 From coaching to software: Delivering Well + Dentalflix07:22 The birth of Digital Floss & “my last gift to the industry”08:26 Built by a dentist: why that changes everything in an agency10:20 Growing up in New Orleans & the Popeyes story that shaped her leadership13:20 Core lesson: “Take care of people and they'll take care of you”15:15 How belief, leadership and seeing people's future selves drives coaching16:15 The crazy early story with Go High Level & being “8 years too early”18:48 Behind the scenes: daily meetings with developers & building AI tools20:10 Custom AI ambassadors in the doctor's own voice (and why it matters)22:03 Let AI handle follow-ups so your team can focus on real relationships23:11 Biggest mindset blocks dentists have with social media & content25:45 “I don't want other dentists to think I'm showing off” – visibility fears29:07 What being a real dentist lets Anissa do that agencies can't31:20 Brand, KPIs, NLP and the psychology of conversion for dentists34:02 Why she refuses to build brands like Neiman Marcus with a Dollar Store site35:12 The full modern stack: social, funnels, SEO, AI, reviews & omnipresence37:54 How Instagram, Google and AI labs now read your content everywhere40:00 Funnels vs websites (and why ads shouldn't go to your homepage)41:16 The coming AI shift: why some practices will disappear from recommendations43:05 How early adopters are winning top spots without SEO or massive ad spend45:08 One dental marketing myth that must die: “You have to discount”48:00 Moving patients from price-shopping to “I'm not going anywhere else”50:00 Anissa's most underrated tactic for dental practices right now51:21 If she lost everything: how she'd rebuild a practice in 30 days53:00 Strategic alliances, study clubs, and relationship-driven growth55:02 How to work with Digital Floss & what happens on the first call56:35 Final thoughts: don't coast into the AI era—lead it

Ranya Nehmeh, HR Strategist and Adjunct Professor at FHWien der WKW in Vienna, Austria, and Peter Cappelli, Professor of Management and Director of the Center for Human Resources at the Wharton School, join us this week to discuss some of the topics covered in their book, In Praise of the Office. We explore the current tumultuous state of Return-to-Office (RTO) mandates, why "hybrid" work is often failing to deliver on its promises, and the critical need for intentional management to foster human connection. [0:00] Introduction Welcome, Ranya and Peter! Today's Topic: The Realities of Hybrid Work [9:15] The messiness of Return-to-Office (RTO) today Why the media narrative often contradicts the realities of small business data. Why the definition of “hybrid” varies per organization. [19:03] Is work actually getting done remotely? Distinguishing between hitting individual KPIs and maintaining organizational health. The deterioration of meeting culture and the rise of "cameras off" apathy. The loss of social norms and the difficulty of resolving conflict without face-to-face interaction. [29:50] Do policies need to change for the new world of work? Addressing proximity bias and its impact on promotions and career development. Why treating hybrid work the same as traditional office work is a management failure. Understanding the winners and losers of remote work, particularly for younger or newly onboarded employees. [46:23] Closing Thanks for listening! Quick Quote “If you really want people to come back into the office, you have to do it with intentionality.”

Hi! Ever felt like you're on a Disney ride through every big-company headache imaginable? Think lawyers, bankers, finance goons, stale conference rooms, staid conversations and the creeping sense that the machine is running you, not the other way around.Big companies exist for good reason. They build real things - consistently. They deliver at scale. But they also can suffocate the people who want to tinker, experiment, break stuff, and dream. The renegades. The builders. The ones who get hives at the prospect of OKRs, KPIs and strategery. On this episode of Unsolicited Advice, we get into what it actually takes to keep creativity alive when the machine takes over. How small groups can save big companies. How to protect the spark from the process. How to build something real without getting crushed by the weight of everyone else's need for control, accuracy and uniformity. If you've ever felt yourself wither in a big org or wondered why your best ideas show up in small rooms, this one is for you.This is WORK: Unsolicited Advice! Watch full episode on YouTube. Get full access to WORK at erikaayersbadan.substack.com/subscribe

When the Chief Customer Officer role first emerged in SaaS, Alexis Hennessy was already there—helping define it. Twelve years ago, she co-founded the post-sales executive search practice inside Heidrick & Struggles, one of the world's premier search firms. She witnessed the rise of the CCO, the collapse of the role during the downturn, and now the fastest resurgence the market has seen in years.In this episode, Alexis breaks down why retention has become existential, why CCO hiring has spiked again, and what the best CCO candidates consistently do to stand out. She details the patterns behind successful hires, the emergence of consumption and AI-driven operating models, and why the path from CCO to CEO may finally be opening wider than ever.A practical and unfiltered look into the future of post-sales leadership—from the person helping shape who gets the top jobs.---Timestamps0:00 – Preview & Introduction1:22 – Meet Alexis Hennessy: Partner at Heidrick & Struggles2:02 – Many CEOs Still Don't Know What They Want4:10 – What CEOs Want in a CCO5:16 – What Great CCO Candidates Do in Interviews6:15 – Why CCO Hiring Is Surging Again7:25 – What Sets VP Candidates Apart When They Want to Move Up9:00 – Are Boards Demanding AI Experience? 10:45 – What the Best CCO Hires Do in Their First Year12:45 – Personality Traits That Define High-Performing CCOs13:43 – Agentic AI, Consumption Models & the New Stakes for CCOs15:23 – Can CCOs Become CEOs? 18:28 – Predictions: The Future of the CCO Role19:23 – Closing Thoughts---What You'll Learn* Why the CCO role is surging again after a multi-year slump* The three types of CEOs who hire CCOs—and which ones to avoid* The interview behaviors that separate top candidates from the rest* Why “listening first” is the #1 predictor of CCO success* What VPs need to show to break into the CCO ranks* The business conditions making the CCO-to-CEO path more realistic than ever* The critical KPIs great CCOs build to influence their executive peers* How consumption and agentic AI models increase the strategic importance of retention---Check out the Key Takeaways & Transcripts: https://www.gainsight.com/presents/series/unchurned/---Where to Find Alexis:LinkedIn: https://www.linkedin.com/in/alexishennessy/---Where to Find Josh:LinkedIn: https://www.linkedin.com/in/jschachter/

In this closing episode of 2025, Meredith Olmsted and Danielle Fancher take a step away from typical digital marketing conversations to talk about something every professional faces sooner or later. What do we do when life goes completely sideways? From personal health challenges to unexpected moments of generosity, this conversation is a reminder that gratitude, vulnerability, and reflection shape us just as much as strategy, KPIs, and campaign results. Their stories show how adversity can strengthen connection, build resilience, and create more grounded leaders inside credit unions, community banks, and beyond.Key Takeaways: Redirection can be a gift even when it feels like a setback: Danielle's diagnosis forced a reset and showed her the power of slowing down, reassessing priorities, and choosing growth over fear. Gratitude often comes from the moments we never planned.Small acts of generosity can reshape how we show up: Meredith's volunteer story is a reminder that those with the least often give the most. Simple acts of kindness create ripple effects and show that leadership is also about lifting others.Vulnerability builds stronger teams and stronger humans: Being open and imperfect has strengthened connections across the FI GROW team. Letting people support you builds trust and proves that a human connection is still the core of strong collaboration.

AI agents are moving fast, and security teams are scrambling to keep up.Join us as Heather Ceylan, SVP & Chief Information Security Officer at Box, who has spent the last several years leading security teams through rapid change from the explosive growth years at Zoom to her current work shaping Box's AI posture.Heather shares what it actually feels like to run security at a time when agents can be created in minutes, permissions matter more than ever, and governance committees are struggling to keep pace. She explains why treating agents as identities fundamentally changes the model, how MCP servers introduce new exposure points, and why her team is embedding AI directly into SOC work, design reviews, and vulnerability remediation.It's a grounded look at how a CISO makes sense of AI while everything around the role continues to shift.In this episode, you'll learn:Why agents need their own identities and permissions rather than inheriting access from the people who create themHow SOC teams can shift from constant alert triage to real threat hunting with the help of AI agentsHow AI can speed up vulnerability remediation by creating pull requests that engineers only need to review and mergeThings to listen for: (00:00) Meet Heather Ceylan(00:58) Career path from healthcare to Zoom to Box(03:58) Risks of AI agents accessing unstructured content(05:18) Why agent identity and permissions are the new priority(06:50) The challenge of discovering and governing ephemeral agents(08:16) How sandboxes and policies support safe experimentation(09:20) AI governance gaps and the need for dedicated ownership(13:10) Defining AI governance across technical and legal domains(16:17) The rise of MCP servers and new exposure points(18:05) Four AI bets transforming Box's SOC and security workflows(23:31) KPIs and measuring AI's impact on security teams(25:27) Resource trade-offs when adopting AI in security(27:58) Managing the complexity of model selection and trust(29:58) Should companies form dedicated AI security teams?

The ground beneath the digital marketing industry is shifting. For decades, the mantra was simple: optimize for traffic, measure clicks, and track conversions. But with the rise of Generative AI, Large Language Models (LLMs), and Answer Engines, that rulebook is obsolete. In this powerful episode, I sit down with Joe Doveton to discuss the urgent reality facing every brand that relies on web traffic.We dive into the phenomenon Joe calls the "Crocodile Mouth", the unsettling visual trend where brands maintain high search impressions but see clicks vanish, a direct result of zero-click searches. With the proliferation of platforms like TikTok, Reddit, and various generative engines, we discuss why the Google monopoly on the customer journey is over, and how users can now move from the awareness stage to purchasing a product without ever visiting a Google property. This episode is a wake-up call for marketers still clinging to outdated KPIs.Joe introduces the new alphabet soup of optimization, GEO (Generative Engine Optimization), AEO (Answer Engine Optimization), and LLMO (Large Language Model Optimization). Crucially, we explore what this means for your analytics. If traffic and conversion rate are "lousy metrics", what should you measure? Joe reveals emerging metrics like Visibility within LLMs and competitive positioning. Most importantly, we agree that this "Wild West" era is finally killing all the outdated SEO hacks, forcing brands back to the core long-term strategy: writing useful content and focusing on the customer experience.About the GuestJoe Doveton is an experienced digital strategist, consultant, and speaker focused on the intersection of AI, search, and customer experience. With a background that includes working in advertising and a deep understanding of Conversion Rate Optimization (CRO), Joe is now pioneering tools and strategies for the Generative Engine Optimization (GEO) space. He is the founder of GEO Jet Pack, a platform designed to extract and visualize entities from content to help brands gain visibility in LLM responses - a critical new metric for the AI era.What You'll LearnThe difference between traditional SEO and the new acronyms: GEO, AEO, and LLMO.What the "Crocodile Mouth" is and why it confirms the end of the reliance on clicks.Why the old marketing KPIs, specifically web traffic and conversion rate—are now "lousy metrics" for measuring success.The new metrics emerging for the middle of the funnel, such as Visibility within LLMs and competitive position within prompt responses.Why the entire AI shift proves that long-term SEO success is still about being useful, interesting, and trustworthy (EEAT).Why the current AI era is killing all the old SEO hacks and discouraging tactics like content farming.How brands like Google are undermining their own profitable ad business by integrating AI Overviews.The vision of the Semantic Web and why the current structure of websites is inherently ill-suited for machine consumption.Guest Contact:Joe Doveton's websiteJoe Doveton on LinkedIn---If you enjoyed the episode, please share it with a friend!

What separates a chaotic blitz from a dialed, high-profit machine?In this episode, Nick sits down with Melissa Romiza, known across the solar industry as the “Blitz Queen.” Melissa has led teams doing over 2,100 kW in a two-week blitz, with tight systems, clear standards, and culture strong enough to keep both performance and retention high.Melissa breaks down her entire blitz playbook step by step: how she chooses markets, caps headcount, and enforces a hard two-week cutoff for recruiting so onboarding and training are actually done before reps land. She shares how she structures housing, food, bootcamps, KPIs, and leadership pods so everyone knows exactly what “winning” looks like each day.They also dig into the uncomfortable stuff most leaders avoid: sending people home, holding the line on standards, getting real feedback from reps, and why competition, experiences, and genuine community matter more than another cash bonus. If you run teams, blitzes, or any kind of high-intensity push, this conversation will show you what a real operational standard looks like.

I know lately a lot of you are puttin in work with your marketing. You're showing up. You're doing the things. You've posted. You've emailed. You've even tried batching.But lately? It's starting to feel... heavy. Like you're doing a lot, but it's not actually moving the needle.And you're not alone.We're in a season where the whole “just pump it out” content strategy is burning people out. What used to work in 2020... showing up constantly, posting 3 reels a day, staying glued to your IG stories... just doesn't work the same anymore.Back then, it was a volume game. Now? The game has changed.But that leaves the big question: How do you still grow your visibility and reach new people without doubling your output or becoming a full-time content creator?That's exactly what we're diving into in this episode.We're getting into:Why visibility without direction is just noise (and how to get clear on where you're actually going)What to put on your plate when you take something off (because you can't just eliminate Instagram without a plan)The KPIs that actually matter when you're shifting your marketing strategy (hint: it's not engagement)How to train your audience to interact with you in a new way (and why you have to hold the line while they adjust)Ways to work with usSee our services here

In this episode of the Accountants Minute Podcast, Peter Towers explores how predictive accounting reports turn a business plan into a live early-warning radar for SMEs — with budgets by operation, key drivers, cashflow forecasts, projected balance sheets and KPIs all working together. You'll hear real stories of how weak communication, poor debtor and creditor management, and hidden inventory or capex blowouts can quietly destroy cash flow — and how accountants, acting as Virtual CFOs, can step in, monitor the numbers weekly, and protect profitability. Peter also highlights the role of benchmarking with the top 20% of performers and best-practice Trades Charge-Out Rate Calculators as powerful tools to help your clients scale with confidence. You can also access our podcast on: Amazon Music Apple Podcasts Audible Spotify YouTube  

Cold calling doesn't have to be complicated. Abdul Ghaffar breaks down the exact system his team uses to turn raw lists into warm conversations, collect real motivation fast, and consistently close contracts. He shares the KPIs they track, the mistakes beginners make, and how to structure calls so sellers feel informed—not pressured. If you want a simple, proven framework for getting more deals from your calls, this episode gives you the blueprint. KEY TALKING POINTS:0:00 - Adbul Ghaffar's Business2:47 - His Cold Calling Playbook & How To Talk To Sellers6:37 - The Biggest Mistakes New Callers Make10:11 - The Closing Timeframe To Give The Seller10:57 - Advice On If You Haven't Gotten A Deal Yet12:26 - Using A Cold Calling Service14:31 - Outro LINKS:Instagram: AK Callershttps://www.instagram.com/akcallers Website: AK Callershttps://www.akcallers.com Instagram: David Leckohttps://www.instagram.com/dlecko Website: DealMachinehttps://www.dealmachine.com/pod Instagram: Ryan Haywoodhttps://www.instagram.com/heritage_home_investments Website: Heritage Home Investmentshttps://www.heritagehomeinvestments.com/

Trish shares with Tiff and listeners her experience with a practice that started with a whole lot of uncertainty under a new doctor, and the steps undertaken that lead to a thriving workplace within a year. Specifically, she touches on how trust, flexibility, and numbers each played a role in this success story. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript:   The Dental A Team (00:01) Hello Dental A Team listeners. I am so excited to be here today. We are, I have Trish here with me. So we are here just hanging out today and we, I'm so excited actually that we did this at 8 a.m. It's way more fun. At first I was like, ⁓ that is early to be ready. But then, know, we're like, spray our hair's great. Our makeup is fresh. Like it's actually super fun. So thank you for spending your morning with me Trish. How are you today? We are hot to try.   DAT Trish Ackerman (00:27) Thank you. We are hot to trot.   The Dental A Team (00:31) Trish, I got to love on you already twice, so go listen to the buyers and the sellers version of practice ownership, you guys, because you'll get to hear how amazing Trish is. But I want to pull a random on you, Trish. And I have not asked in a while, and I think that the Dental A Team listeners in the world out there needs to hear, how are the piggies? And yes, I said pigs, like oink oink, how are the piggies?   DAT Trish Ackerman (00:56) The piggies are great. So I do have two pigs and ⁓ they are very well known with my friends and my colleagues. I have, it's Miss Daisy and Joey and that is spelled J-O-Y-E. And well, they're doing great. However, winter's here is coming. It's winter in Arizona. we think they don't like the cold. They don't like the cold at all. So we have been having some loud piggies that like to come indoors and they do. So we have in and out pigs to go in and out with dogs.   The Dental A Team (01:07) course.   Yeah.   Ugh.   Yeah.   DAT Trish Ackerman (01:26) We have a total podcast just about that. anybody's thinking about getting a pig, please call me first.   The Dental A Team (01:30) Yeah, yeah, and that's true.   I, Trish, I think actually, like, save the pigs. I think that's a really good point because I and we can, you can take any theory and apply it to anything, right? Anything, everything looks great. ⁓ And when you're in it, you realize maybe I didn't do enough research, right? So this sounds like a great idea, but maybe I didn't do enough research. And I've known people, aside from you who have had   pigs as pets. And I know one family that just thrived loved their pig and ⁓ they live a long time. You guys, there's a lot to know about pigs. are incredibly smart. ⁓ but I do believe they're very smart to the point of like stubbornness, right? But there's like so much to learn and Trish, something that everyone should know is a passion of yours is these, the pig projects.   Right? And that stems from that right there, in my opinion, of people not understanding what they're getting into. When I was young, I wanted nothing more than a little pig. I wanted a little piggy. Right? And so many people in the early 2000s, in the 90s, they got a little piggy. And what happens to a little piggy, Trish? This little cute little oinker does what?   DAT Trish Ackerman (02:49) it gets real big real quick and then it roots everything and people are not prepared very and loud we prepare yes life's not   The Dental A Team (02:50) They're so big!   They're so big, they're so destructive.   loud. My mom was like, you're not getting a pig. Yeah. Thank God.   So, so everyone knows Trish does, she volunteers ⁓ for, there's a whole, the whole place here, the volunteer that takes piggies and cares for them and loves them. And it's just something that she's really, really passionate about that I didn't even know existed until meeting Trish. So thank you for bringing that to my life. But   I love the analogy that can be taken from that, right? Because we do that with everything. We're like, okay, that was so cute. my gosh, sparkly, do it, yes. This is an instant yes. I want it, I need it, I want a goat, right? I want a highland cow, a mini highland cow, because why? Instagram shows me pictures of them next to a fireplace. I wanna cuddle with a mini highland cow. That sounds dangerous, right? Like I also want a coyote.   DAT Trish Ackerman (03:40) Yes, yes.   Yeah, it's great.   The Dental A Team (03:57) Like there's so many things that we want in life because they're cute and they're sparkly and they feel like they're gonna feel amazing. And then we get there and we're like, ⁓ shoot, I did not do the research. I did not realize this pig was gonna get so giant, right? So I love that. Thank you for letting me take that journey with you. And so if you do have piggy questions, Trish@TheDentalATeam.com. It's her direct line. You can make sure.   DAT Trish Ackerman (04:03) ⁓   Mm-hmm.   Thank you.   I'm your girl.   The Dental A Team (04:25) And it's going to be just fantastic. It's going to be so much fun. okay, on that note, practice owners, doctors, know, teams even, we all get into that space, right, of shiny object syndrome, or it just sounds like it's going to be amazing, or it looks so pretty. And we sometimes tend to miss some of the underlying pieces that we've got to know. And I think that's where consulting is super beneficial.   for practice owners. There are so many things that you don't know until you know. And a lot of those pieces are healthy patient base, right? What is a healthy patient base? How do I keep, maintain, create a healthy patient base? What the heck is billing? How do I even do that? What is insurance? Why do they tell me what I can and cannot do? These are literally real questions that we get from doctors and, or team.   Why does my team hate me? How do I make my team like me? Well, my team likes me, but they don't respect me. Culture is massive. And all these things are things that we don't always think about when we purchase a practice and we get into this like beautiful building or the, ugly building that we're going to make beautiful or whatever it is. And just like the piggies, it was so cute and such a good idea. And then all of a sudden it's this massive.   Mass, like how much do they weigh Trish? Like a full grown pig weighs what?   DAT Trish Ackerman (05:56) I mean, I don't have the hogs, but Miss Daisy, I mean, she's close to 90 pounds and Joey, he's about 110 pounds and they start out little.   The Dental A Team (06:01) 110.   Yeah, yeah, and people think like a St. Bernard is wild. Like no, these are pigs, right? Like it was so cute. They are really cute still. I'm not saying they're not still cute. I'm just saying they come with some baggage, you guys. So when we're looking at these practices and we're helping these practice owners, these are pieces that we have to dig for. We've got to be like, hey, like that's a truffle finder. Like that pig is going to tear up your backyard.   but we can safeguard it. There are things that can be put into place to make sure that your backyard is safe, right, or as safe as possible. Same thing with your practice and your consulting. And that's what we do. We are good. Trish is great at pigs. She is great at many things. Recare, reactivation, AR, billing, team, culture, leadership. I could literally list the millions of things that Trish is really, really fantastic at.   And I think sometimes she's like an octopus that can just like all these arms are just going in different directions and she's just so fantastic at it. And Trish, we've talked about a specific client before and this client is just super cool, super amazing, super fun and a go-getter, like quietly a go-getter, which I love. I love that it's like a sneaky go-getter because he's so quiet. ⁓   So we talked about them before, but something I wanted to kind of highlight and focus on today during our podcast is yes, they've done these amazing things and with your leadership and your guidance, they have implemented some really incredible tools that we have talked about in the past, ⁓ you know, for handoffs and exams, mentorship, like all these pieces and it's worked wonderfully and the doctor is doing fantastic, but something I don't think we highlighted in the last podcast on this.   on this topic and conversation is the work that you've done with the manager and the team and like how that has flowed and how the doctor's leadership in the last less than a year has really molded the culture in the practice that that practice has now become, it's thriving. Like it's a practice that is safeguarded. It's a practice that has the systems in place that the team is really excited to be there still.   and has the like and the respect. I want to hear those tools, because those are sometimes the tools that we miss in moments of get our operations manual done and do all these checklists. And I want to hear how you helped them do that. I know he did it, they did it. And that is something that we can truthfully say. They showed up. They did the work. But what were the...   They did, and how did they do that? Take me through all of those pieces. How did you help them do that? How did they do the work? How are they showing up that's different than practices we're not working with right now?   DAT Trish Ackerman (09:00) This practice, it's so special to me because of the legacy behind it. just to reiterate this, we've got our current doctor in there now. It was his dad's practice and it was also his grandpa's practice. so he had something that we knew, he had something that we knew we had to preserve and grow and just blossom more than anything that practice had ever seen before.   And this doctor, he's kind of like your, he's just like your perfect implementer. And I never, and that doesn't happen all the time. And it did with him. And he, this is a doctor that has a stellar OM, like a real OM. And she, they are great partners. And when we, you know, we kind of walked through all the KPIs initially, like let's look at everything.   The Dental A Team (09:35) Yeah.   DAT Trish Ackerman (09:55) And then we started breaking it down, like where could we improve or where could we increase things or where can we be more efficient? And we'll start with just say the patient base, because this was a bottlenecked practice, which is it's got his pros and cons for sure. I mean, it's great because you're bottlenecked. The cons are you could possibly lose a lot of patients very quickly. But what we did is we would strategize together and I would map out the steps for him in like an ABC fashion.   The Dental A Team (10:06) Yeah.   DAT Trish Ackerman (10:25) Here's A, go do that. Here's B, go do that and C. He would do just that with the support of the OM and team. The OM and the doctor together would roll out at team meetings and even sometimes just morning huddles like this is something we're implementing today and they would do it. And that is, you know, it's like to have, if you bring us on to help you, there has to be a trust there. I mean, we're, certainly not here to make   make you do something that is not gonna work. Sometimes something doesn't work, but we pivot quickly. But for the most part, we're here to help. And this doctor walked in with nothing but trust. And I admire everybody that comes on to us, because this is a big decision to get a coach and have somebody consult for your practice. But that is really how they made these things move, They did everything, everything, and almost exactly how I would roll it out to them.   The Dental A Team (11:17) Yeah.   Yeah, I agree. I watched it. I watched it. I, as you were speaking, picked up that trust word as well. And I think the, the trust that he has for himself to make good decisions flows into all of the other pieces. And, and I don't mean that he knows every decision is a good decision. He trusts that no matter what the decision that he makes, he's going to pour into   and it's going to work or it's not. And if it doesn't work, then he moves on to something different. He trusts that no matter what, at the end of the day, it's going to be okay. So that means that he trusts the people that he surrounds himself with. If he has chosen you, he trusts you. And I think that trust flows into, I think it makes us better consultants, right? Because we feel that trust, we know, and we're going to push you. We know the extent to which we can push you. And if that trust is not there, you're not going to get as much push. And I know there's a lot of   There's a lot of times that I hear I'm not seeing movement or I need more. Well, it's both ways. We're gonna gauge it by how you're showing up. We're gonna show up too. And this is someone who shows up and that trust then, it doesn't just flow into the type of consulting that he gets. It also flows into how his team shows up. And you said that his office manager I've met, wonderful human and is just,   wants the best for the why, the purpose of the practice, the why that they're there serves it. That then allows them the trust that they have in each other, in the decisions, in the practice, in their why, in their purpose flows to the team so that they can show up and say, hey, we're doing morning huddle today. It doesn't have to be this like, hey, in a couple of weeks, like we're prepping for this, hey guys, we're prepping, because now I'm coddling and the team is like, is it good? it, like why is this?   Why can't we just do it, right? When it's not like a, hey, this is what we're gonna do. We're gonna try this out. It's gonna be amazing and let's do this. It's a like, ooh, like a gas and a break at the same time. It's like, ⁓ well, maybe though the team feels that. And they're like, I don't think I wanna do this then. I don't trust that you've put a lot of thought into this. I don't trust that this is a good idea. So I'm gonna rebel. And then, know, teams and practices and practice owners are like, why isn't this working?   I think you nailed it there with the trust. He trusts himself, he trusts you, he trusts his team, and he trusts his spouse. The trust is ever flowing. He trusted his father to gift him, maybe not gift him, but to build this legacy practice for him to take over one day. And I think that is massive. So then that trust flows into everything that he does. And I think you get to see that. And Trish, what are your...   What are some of the ways that you've seen the team really rally behind him?   DAT Trish Ackerman (14:24) They, okay, behind every number is a story and watching his numbers change. The story is that the team changed with him and they are, they're very transparent with their team. They're very, they're, very direct, but in a lead, but they, they both have very strong leadership. They're a firm and principal, flexible and procedure is what I love to use.   The Dental A Team (14:27) Yeah.   DAT Trish Ackerman (14:50) So they would be firm in principle, like this is a new implementation that we're going to roll out today. They would be flexible in procedure with certain team members because, you know, change is always kind of wild. It can be. The flexible and procedure would be, okay, if you're not ready to implement today, let me set you up with some coaching, but immediately so that we can ensure that we get this implementation rolled out by next Monday.   So it wouldn't be something that could just never get implemented, they could, if they needed to take some heavy lifts a little slower, they would, but there was always a timeline behind it. Nothing ever just sat ever. And team meetings, they're really, really good about their team meetings. They have solid agendas. They go in there with an action plan and they leave with action items. And they're just, they're marching. They continuously march together and forward and upward, always.   They did, the doctor also did kind of early on, he did a really, really good analysis, a sincere analysis on right people, right seats. And there was some discoveries made there. And knowing what those discoveries are, that gave me something to also help coach him with. you have to have, the doctors cannot do this alone. They can't. Team meetings are imperative. They have them. And again,   The numbers tell a story. And how did I know right away that this team was behind him was the numbers. But how did he do it? Consistency, implementation, follow through. He didn't just say he was going to do something. He did it. He did it.   The Dental A Team (16:34) Yeah,   yeah, and he delegated, right? He delegated to his team the pieces where they could support too. think something that I noticed right off the bat was that he trusted you, he listened to you, and something you guided him on was the pieces that only he could do versus the pieces that other people could help him do. And so mentorship, mentoring an associate dentist to take some of the load off of him, to build the schedule, to make room for the new patients, to get the block scheduling in place.   DAT Trish Ackerman (16:52) Right, yeah.   The Dental A Team (17:02) that mentorship could only come from him. But the other pieces, the implementing the block schedule, creating the block schedule, training the team on the block schedule, he didn't have to do that. And he trusted and allowed the delegation process and he trusted his team to carry it through. And I think something Trish that you did well with him and that he did well with you was allowed for the results. Everything was results driven. So if you implement this, you should see this.   DAT Trish Ackerman (17:30) Yes.   The Dental A Team (17:31) Now we see and make   sure we see that. If we don't see that, like you said, the numbers don't lie, right? The numbers tell a story. If we're not seeing the result, the expected results, we look at why are we not seeing the expected results? So he trusted that that implementation by his team was going to get the results. And if it didn't, he trusted that you would guide on why that result didn't happen. Yeah. Yeah.   DAT Trish Ackerman (17:54) Yep, and how to approach the team maybe a different way to   get the implementation active.   The Dental A Team (18:00) Yeah, yep, totally, totally. so massive kudos Trish on keying into, massive kudos to this doctor and massive kudos to you to really keying in on the areas of growth rather than just saying this is what we do, right? We're not that kind of consulting company but I watch you really mold your consulting per client to what   they need and where they're at, like you meet them where they are at and you are able to really see things that they thrive in, things that they love, things they're really good at, and then areas where it's like, you're not super great at that and you probably don't like it, so like, do you need to keep doing it? Is this something you need to keep doing or is this something that maybe we can pass off to somebody else?   DAT Trish Ackerman (18:53) think we're all really good at that here. mean, it's, think we get, we do get to know our clients quickly, really quickly, as far as just how are they going to tick with us? And, and when, know, with, with this doctor, one of the funnest things that I did discover with him is, is I found out that he was competitive and that was something else that really moved the needle. And I was like, ⁓ okay. And I ran with that. And   knowing that he was competitive and then started having them bring their presented treatment. How much dentistry did they present yesterday? And I mean, that just took off. So between him and his associate every day, they were in there and their huddle showing what did you present yesterday and what was accepted. And it just started kind of creeping up slowly but surely because the because the owner doctor, he's like he wanted to win. He wanted to have more to show. And that was that was actually a lot of fun.   The Dental A Team (19:44) Yeah.   Yeah, I do. I do love that. I remember you doing that with them and it was fun and you could see just like a spark. Like I wanted it. Like it was awesome. And I think to highlight that one of the reasons that you keyed in on that and that you made that a priority was that there was a sense of fear of diagnosing, of being an overdiagnoser. And so they knew there was stuff left on the table. There was a fear and there was a holding back and you challenged them.   to diagnose just one more, to diagnose one more thing and overcome that fear. And oftentimes we have to step into what that fear is and just do just a smidgen, like just a little bit, just a little bit and get over that fear. And that was something that you keyed in on. it wasn't, a lot of team members tend to listen to these too. And they tend to think the wrong of consulting, that we're looking to.   make things up or find things that aren't there and that was not the case with them. It was really just that fear of being an overdiagnoser, but really stepping into who they were as providers, as dentists, and their why to make people healthy again. So it's just super cool to watch. So, Josh, if you had to pick two things, two things, actionable items that the listeners today could attempt to implement themselves based on your work with this doctor, what would those two things be?   DAT Trish Ackerman (21:14) Those two things, let's see, the first one would be, what is your case acceptance and how are you presenting? And I say that because I watch and hear doctors talk patients out of treatment all day every day. So that's first thing, what's your case acceptance and how are you presenting? That's number one. And then number two, what is your, you know, I love this, what does your re-care department look like? What does your re-care schedule look like for the next two weeks?   The Dental A Team (21:26) Mm-hmm. Mm-hmm. Agreed.   DAT Trish Ackerman (21:41) and what did it look like the last two weeks and evaluate that. And if you find that there is more than 10 % of lost time in that two weeks, you might as well plan for that to possibly happen coming up two weeks. And so what are the systems in place? What are the protocols in place? Because you really want to lock down that Recare Department to ensure that you have your patient base and that you've got your exam opportunities.   The Dental A Team (22:05) I love it. Thank you.   DAT Trish Ackerman (22:06) And   that your overhead is not crazy because it can get really wild if we don't have if we've got a hygiene provider and she does not have a 90 scheduled or to capacity. We're going to start seeing some numbers look weird.   The Dental A Team (22:19) totally agree, love that. Awesome, thank you Trish, I appreciate it. think watching you consult is super fun, watching all of you ladies consult is super fun. My job is really, really cool and I just, I love it. thought, it's kinda like when you're in the office, you're like, can't imagine anything else and then now I'm like, I can't imagine sitting in an office, you know, and I was like, I'm never gonna be off the road and then I was like, actually I really like this, I really love this space so thank you for letting me be a part of it, thank you for letting me jump in on.   on calls with you sometimes and really just get to see you thrive. Thank you, thank you. Awesome, you guys, if you are a Dental A Team client, we love you, we value, we appreciate you. If you have any questions on this specific situation, you guys, we all communicate a ton. So ask your consultant if you want some advice, you're like, Trish's Recare sounds amazing, like communicate with your consultant. If you're not a Dental A Team client yet,   DAT Trish Ackerman (22:49) love that one.   The Dental A Team (23:14) We love you, we appreciate you, we value you. Hello@TheDentalATeam.com. If you have questions, we are here for you. And if you want to know more about Piggies, Trish is here for you. And we love talking our hobbies and that is a massive hobby for her. So get to know us like we get to know you. We love and adore all of you. Hello@TheDentalATeam.com. Drop us a five star review. We cannot wait to hear from you. And if you guys are in a space where you just, you're not sure.   what to do. You're like, I don't know what my A, B, and C is Trish. I don't know what my next step is. I know I can see this thing that I want. I don't know how to get there. We are really good at that. We are really, really good at building those steps and the path to get to your ultimate dreams. You guys, TheDentalATeam.com sign up for a free consultation and it doesn't, it's no obligation you guys. doesn't mean anything. It just means,   Help me, I see this piece, what am I missing? We are here to provide that piece even if you're saying I'm not ready for consulting, we will still give you those tools. So please reach out, we are here for you. We want to do the most that we possibly can for the dental world and our community that we serve. So Hello@TheDentalATeam.com and we cannot wait to meet you.  

In this episode of BRAVE COMMERCE, hosts Rachel Tipograph and Sarah Hofstetter speak with Laura Briggs, Head of eCommerce Excellence at Philips.Laura shares how her team drives category growth across Philips' consumer goods portfolio (Sonicare, Avent, Grooming & Beauty) by establishing a universal focus and analyzing the core drivers of consumer growth as a key framework. She emphasizes that eCommerce is a team sport, explaining how her team aligns cross-functional partners around core KPIs, prioritizing the Digital Shelf as the essential foundation.She shares the challenge of achieving scale and consistency globally, focusing on designing solutions for different personas, from super users to executives. Finally, Laura offers her "blue sky" vision for a commercial operating model, which would involve eliminating the divide between sales and marketing to achieve unified growth.Key TakeawaysUse Category Growth as the single, non-negotiable objective to align diverse global teams and business unitsPrioritize maximizing the Digital Shelf (content, availability, and visibility) as the essential foundation for effective eCommerce investmentTreat eCommerce as a "team sport" by fostering empathy to ensure critical adoption and consistency across all functionsThe ideal commercial model eliminates the divide between Sales and Marketing to create unified growth leadership Hosted on Acast. See acast.com/privacy for more information.

In this final part of my three-episode series on accelerating sales and adoption in B2B analytics and AI products, I unpack a growing challenge in the age of generative AI: what to do when your product automates a major chunk of a user's workflow only to reveal an entirely new problem right behind it. Building on Part I and Part II, I look at how AI often collapses the “front half” of a process, pushing the more complex, value-heavy work directly to users. This raises critical questions about product scope, market readiness, competitive risks, and whether you should expand your solution to tackle these newly surfaced problems or stay focused and validate what buyers will actually pay for. I also discuss why achieving customer delight—not mere satisfaction—is essential for earning trust, reducing churn, and creating the conditions where customers become engaged design partners. Finally, I highlight the common pitfalls of DIY product design and why intentional, validated UX work is so important, especially when AI is changing how work gets done faster than ever.   Highlights/ Skip to: Finishing the journey: staying focused, delighting users, and intentional UX (00:35) AI solves problems—and can create new ones for your customers—now what? (2:17) Do AI products have to solve your customers' downstream “tomorrow” problems too before they'll pay? (6:24)  Questions that reveal whether buyers will pay for expanded scope (6:45) UX outcomes: moving customers from satisfied to delighted before tackling new problems  (8:11) How obtaining “delight” status in the customer's mind creates trust, lock-in, and permission to build the next solution (9:54) Designing experiences with intention (not hope) as AI changes workflows (10:40) My “Ten Risks of DIY Product Design…” — why DIY UX often causes self-inflicted friction (11:46)   Links Listen to part I: Episode 182 and part two: Episode 183 Read: “Ten Risks of DIY Product Design On Sales And Adoption Of B2B Data Products”  Stop guessing what is blocking your own product's adoption and sales: Schedule a Design-Eyes Assessment with me, and in 90 minutes, I'll diagnose whether you're facing a design problem, a product management gap, a positioning issue, or something else entirely. You'll walk away knowing exactly what's standing between your product and the traction you need—so you don't waste time and money on product design "improvements" that won't move your critical KPIs.

Founder of Sticky Fingers Cooking® Erin Fletter serves up a deliciously honest conversation on failure, flavour, and feeding the future.What if leadership looked less like order and more like creativity, chaos, and courage? In this episode, Dave Evans and Debbie Halls-Evans stir things up with Erin Fletter, founder of Sticky Fingers Cooking®, a revolutionary US-based children's cooking school.We talk about the messy middle of growing a business, why mistakes are essential ingredients for success, and how cooking with kids teaches us more about leadership, connection, and life than any boardroom ever could.This isn't a chat about KPIs or pitch decks. This is a conversation about doing the thing that matters, whether the kitchen's on fire or not. It's about vision, persistence, play, and why Erin believes in radical transparency with kids, with customers, and with herself.Mic Drop Quotes "I went door to door to schools and I went to a hundred schools and I got 97. You're, you're crazy. You're out of your mind. I got a 97 node. Because they didn't, there was no such thing.""How many people in the world today? Give up? Yeah, give up. At 20, at six, at 10, and before they even leave their house, you went to a hundred schools.""The harder you work, the more luck that you have."Why listen to this episode?You're tired of the same leadership advice and want something realYou're curious about how building with kids can teach adults how to leadYou want to create something that matters, but you're stuck in the perfection trapYou're in the messy middle and need a nudge forwardYou want permission to lead with flavour, fun, and failure not just formulasFind more about Sticky Fingers Cooking Erin Fletter (she/her)CEO, Founder & Food-Geek-in-ChiefSticky Fingers Cooking® Core Values & Social ResponsibilityCookbooks + Brand Information + Franchise Information

Hire Yourself Podcast with Pete GilfillanCorporate leaders spend decades building skills in strategy, leadership, operations, and customer experience. What many executives don't realize is that these same skills translate directly into successful franchise ownership.In this reuploaded episode, Pete Gilfillan breaks down how senior-level executives can use their corporate training to build and scale a business of their own. If you've ever wondered whether your background gives you an advantage in entrepreneurship, the answer is absolutely yes.In this episode, Pete discusses:Strategic Planning & Execution Executives know how to build long-term plans, set KPIs, and align teams to a shared vision — the exact skills needed to launch and scale a franchise.Leadership & Team Building Hiring, training, motivating, and culture-building are second nature to corporate leaders. Franchise owners with leadership experience outperform quickly.Financial Acumen Numbers drive business success. Budgeting, forecasting, and analyzing margins help executives build profitable locations faster.Operational Excellence Corporate-trained leaders know how to build systems, SOPs, and efficient processes — a major advantage in franchising.Risk Management Skills Assessing threats, evaluating opportunities, and making smart decisions translate directly into smart franchise ownership.Networking & Relationship Building Executives bring decades of contacts and influence to the table, creating partnerships and customer relationships that fuel growth.Continuous Learning & Adaptability The corporate environment teaches leaders to evolve quickly — a must-have skill for running a business.Customer-Centric Thinking Executives understand service excellence and can elevate customer experience far beyond competitors.Community Engagement Building relationships locally, sponsoring events, and getting involved drives brand visibility and trust.Key Takeaways:Corporate experience gives you a serious head start in franchise ownership.Leadership, strategy, financials, and customer focus directly accelerate business success.As corporate demand for senior executives shrinks, entrepreneurship creates new opportunity.Your skills can build your own wealth instead of someone else's.Franchise ownership gives you control, income security, and a scalable path forward.“You've spent years learning how to build things for others. It might be time to use that experience to build something for yourself.” — Pete GilfillanCONNECT WITH PETE GILFILLAN:

This episode is available in audio format on our Let's Talk Loyalty podcast and in video format on www.Loyalty.TV.Dr Melanie Van Rooy talks openly in this podcast about what it takes to run a 30 year old leading loyalty programme which delights almost 13 million active members. Clicks ClubCard won three awards at this year's South African Loyalty Awards and most notably Team of the Year. Clicks Clubcard represents 84% of sales of its iconic mother brand, Clicks and members enjoy a 90% redemption rate. These are hard-hitting loyalty KPIs which position perfectly as South Africa's most used loyalty programme.Hosted by Amanda CromhoutShow Notes:- 1) Melanie Van Rooy2) Clicks3) Clicks ClubCard 4) Book recommendation : Primal Leadership5) Book recommendation: Never Split the Difference

Send us a textWhat if the moments that break you could become the blueprint for how you lead? That's the heartbeat of our conversation with Gina Gardiner—leader, author, broadcaster, and unapologetic catalyst for change—who turned a devastating ski accident and years of chronic pain into a living masterclass on resilient, human leadership.We trace the arc from breaking gender barriers as a young deputy head, to running a high-performing school largely from a wheelchair, to building a global platform that champions empowerment and psychological safety. Gina shares the operating system she designed under pressure: define excellence together, make praise habitual, and treat people as the treasure of your organisation. The approach is crisp, compassionate, and deeply practical—built from assembly halls and classrooms, refined in boardrooms, and now delivered across airwaves and social channels via Genuinely You.This conversation goes beyond tactics. We dig into the cost of over-responsibility, the discipline of protecting health, and the courage to confront injustice—whether that's unfair systems at work or the quiet disregard for the “little people” who keep everything moving. Gina also opens up about her partnership with Olympian Fatima Whitbread, working to improve outcomes for young people in and leaving care, proving that leadership at its best builds communities, not just KPIs.If you're hungry for a people-first, performance-strong model that you can use tomorrow—clear standards, kinder feedback, braver conversations—this one will land. Leadership is how you show up, moment by moment. Subscribe, share with a leader who matters to you, and leave a review to tell us the one habit you'll change after listening.Tune in next week for more stories of 'Distinction & Genius' from The Good Listening To Show 'Clearing'. If you would like to be my Guest too then you can find out HOW via the different 'series strands' at 'The Good Listening To Show' website. Show Website: https://www.thegoodlisteningtoshow.com You can email me about the Show: chris@secondcurve.uk Twitter thatchrisgrimes LinkedIn https://www.linkedin.com/in/chris-grimes-actor-broadcaster-facilitator-coach/ FaceBook Group: https://www.facebook.com/groups/842056403204860 Don't forget to SUBSCRIBE & REVIEW wherever you get your Podcasts :) Thanks for listening!

Join Nick Lamagna on The A Game Podcast with his guest Jerry Green If you've ever wondered how some real estate investors seem to do more deals with less grind, this episode is your blueprint. In this A Game Podcast episode, Nick Lamagna sits down with Jerry Green – veteran real estate investor out of Dayton, Ohio, owner of Real Estate Solutions Unlimited, Inc. and head sales trainer at REI Sales Academy. After starting in real estate in 1994, coming out of financial hardship and business failure, Jerry has completed 3,000+ real estate transactions across multiple market cycles and built a self-running business that operates on just 2–4 hours of his time per week. Jerry breaks down exactly how he went from hustling wholesaler to true business owner by building systems, processes, people, and KPIs that turn real estate into a scalable product instead of a never-ending job. Whether you're a new wholesaler, a seasoned flipper, or an entrepreneur stuck in grind mode, this episode will change how you think about sales, systems, and scaling a real estate investing business. Hit Follow/Subscribe on Apple Podcasts and Spotify so you never miss an episode of The A Game Podcast: Real Estate Investing for Entrepreneurs Topics for this episode include: ✅  How he went from financial tragedy & A failed contracting biz to 3,000+ deals ✅  The shift from "grind mode" to building a real company, not just a hustle ✅  The Four Pillars that drive growth and achieve goals ✅  Jerry's sales process that reduces pressure and helps sellers self-close ✅ How to use success formulas & daily metrics to increase conversions + More!  See the show notes to connect with all things Jerry! Connect with Jerry: Thejerrygreen.com Jerry Green on Youtube Jerry Green on Instagram Jerry Green on Facebook Jerry Green on LinkedIn Jerry Green on TikTok   Connect with REI Sales Academy: Reisalesacademy.com REI Sales Academy On Youtube REI Sales Academy on Facebook Rei Sales Academy on Instagram REI Sales Academy on TikTok     --- Connect with Nick Lamagna www.nicknicknick.com Text Nick (516)540-5733 Connect on ALL Social Media and Podcast Platforms Here FREE Checklist on how to bring more value to your buyers      

Data and KPIs don't make your business better. Better decisions do. And better decisions come from measuring the right things, the things you can actually act on. Stop tracking vanity. Start tracking action. Know the score, but manage the game. Measure what matters.

Have you ever had a moment in your business where you think…   Okay, everything is working… but also nothing is working… and also I'm exhausted… and also I need someone to just tell me what to do next"?   Maybe you're a mom trying to grow your coaching business on three hours of sleep. Maybe you're getting sales calls where people say things like "I'm a 4 out of 10" and you're sitting there wondering if you should even give the price. Maybe you're leading a coach who's missing renewal KPIs and you're thinking "Is this a coaching problem… or a me problem?"   Or maybe your VA hits you with her personal financial stress and suddenly you're like "Wait a second. This is not my responsibility… but now I feel weird."   Today I'm taking you inside an open office hour call with my IFCA clients. Real situations. Real messiness. Real coaching.   And I'm going to walk you through the exact frameworks I used to solve them so you can apply the same thinking in your business.   Time Stamps:   (0:20) Open Office Hours Call (2:05) What We'll Cover (3:25) New Mom and Entrepreneurship (7:24) 4 Out Of 10 During Sales Discovery (10:35) Self-Awareness As A Leader (14:37) Ghosting and Still Paying? (16:15) VA Employment Issues (18:20) Important Recap Points ----------

Show highlights include:-AI note-takers and why 2025 is shaping up to be “the year of the note taker”.-How advisors are using automation to reclaim time and improve meeting quality.-Why organic growth is becoming a top priority for billion-dollar RIAs.-The true indicators that it's time to outgrow an entry-level CRM.-How disconnected systems create hidden cost drains inside every firm.-Why Salesforce is becoming the long-term “holy grail” for growth-minded advisors.-The KPIs most advisors aren't tracking - but should.Brian and Sue make one thing clear: the firms winning today are the ones treating CRM as the engine of the entire business - the system where data, insights, efficiency, and client experience all come together.Download our whitepaper here: https://jedidatabasesolutions.com/resources/ Articles discussed today include:  https://www.deloitte.com/us/en/insights/industry/financial-services/financial-services-industry-outlooks/investment-management-industry-outlook.htmlhttps://finance.yahoo.com/news/customer-satisfaction-individual-annuities-strained-120000029.html?https://www.investmentnews.com/fintech/summit-financial-massmutual-boost-advisor-appeal-with-growth-focused-tech/261873?Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

A practical 10-step guide to creating your small business strategic plan for the year ahead. Show Notes Page: https://www.thehowofbusiness.com/590-annual-strategic-planning/ In this episode, Henry Lopez breaks down how to create a clear and practical strategic plan for the year ahead, without overcomplicating the process. Strategic planning gives small business owners a roadmap for growth, helping them stop reacting and start leading with intention. Henry walks through a 10-step framework that includes reviewing the previous year, refining your vision, conducting a SWOT analysis, defining strategy, setting goals and KPIs, breaking plans into quarterly actions, budgeting, and executing with discipline. He also explains why strategic planning matters even when circumstances change: "If we don't plan, then you really have no path to follow… things will happen to you instead of you making things happen." This episode is designed to help you clarify where you're going, stay aligned with your long-term vision, make smarter decisions about limited resources, and create a focused plan you can adjust throughout the year. You'll also learn Henry's five best-practice tips for more effective planning, starting with basing everything on reality, limiting priorities, tracking KPIs consistently, assigning ownership, and ensuring everything leads to real action. If you want to enter the next year with clarity, confidence, and intention, this episode provides the structure you need. This episode is hosted by Henry Lopez. The How of Business podcast focuses on helping you start, run, grow and exit your small business. The How of Business is a top-rated podcast for small business owners and entrepreneurs. Find the best podcast, small business coaching, resources and trusted service partners for small business owners and entrepreneurs at our website https://TheHowOfBusiness.com

In this conversation, Dr. Nick Morgan breaks down the science behind effective communication and explores why traditional public speaking advice often falls short. From the neuroscience of trust-building to the challenges of virtual communication, Nick shares decades of insights on what it really takes to move people to action through authentic, embodied communication.Great communication isn't about perfecting your technique or following traditional public speaking rules—it's about developing awareness of how you're being received and creating authentic connection through alignment between your words, body, and intent. As Nick emphasizes, the most powerful communicators are those who've learned to focus outward on their audience's experience rather than inward on their own performance.This episode is perfect for business leaders, executives, and anyone looking to improve their communication impact and lead more effectively through authentic presence.Nick is the author of multiple acclaimed books including Working the Room (Harvard, 2003), Trust Me (2009), Power Cues (2014), and Can You Hear Me? (2018) on virtual communication. His forthcoming book, The Embodied Voice, is planned for 2025. After earning his PhD in literature and rhetoric, Nick taught at UVA, Lehigh, and Princeton before founding his communications consulting firm, Public Words, in 1997.Connect with Bradley:1-1 Game Plan Call: Get Above The Business. Think Like an Architect. Design The Blueprint. Ready to Design, Systematize, and Grow a $1m-$3m Business? Begin building your business blueprint when you schedule your Game Plan Call at https://blueprintos.com.Bradley's company, BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass or book your Game Plan Call when you visit www.blueprintos.com!Join us at The Q1 Planning Workshop!Most business owners hit January with good intentions and a loose idea of what they want to accomplish. By March, they're back in reactive mode, wondering where the quarter went.Here's the thing: Q1 sets the tone for your entire year. If you don't have a clear plan going in, you're leaving your business growth to chance.That's why Bradley is hosting a live Q1 Planning Workshop on December 9th at 10 AM CST.This isn't another feel-good goal-setting session. We're going to roll up our sleeves and do the real work:Financial Analysis & Planning – Review where you actually stand (not where you think you stand) and set revenue targets that make sense for your business.90-Day Plan Design – Build a focused quarterly plan that moves the needle, not just keeps you busy.The Clarity Organizer – Use this framework to translate your vision into actionable steps your team can actually execute.You'll walk away with a concrete plan for Q1 that creates momentum for the rest of 2025.When: Monday, December 9th at 10 AM CSTInvestment: $25Who It's For: Business owners doing $300K-$3M in annual revenue who are serious about growthClick here to register: https://blueprintos.thrivecart.com/the-q1-planning-workshop/Thanks to our sponsors...Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring...

Data and KPIs don't make your business better. Better decisions do. And better decisions come from measuring the right things, the things you can actually act on. Stop tracking vanity. Start tracking action. Know the score, but manage the game. Measure what matters.

In this episode, I sit down with Yury Mitin, Partner and CBDO at AlphaTON Capital, one of the first public digital asset treasury companies focused on the TON ecosystem and Telegram economy.We explore the meeting point of Wall Street discipline and crypto-native culture, and how TON is evolving from a token into a real business ecosystem built on top of one of the most used apps in the world.From entering public markets through eToro to evaluating TON startups, Yury breaks down what makes TON different, how acquisitions work, and why real revenue matters more than hype.We discuss the growth of mini apps, AI agents, TON wallet adoption, Telegram bonds, MasterCard integration, and why real utility could shape TON into a top ecosystem in the coming years.Yury explains:

High performers often hit burnout when metrics—not meaning—start defining success. In this episode, discover why constant measurement creates pressure, how to release the scoreboard, and how identity-driven work restores clarity, peace, and sustainable momentum.High performers rarely realize when metrics begin to run their emotional world. The dashboards, numbers, KPIs, and progress charts become the scoreboard of worth—leading to decision fatigue, performance pressure, and a quiet sense of spiritual and emotional depletion.In this episode, Julie uncovers why measurement becomes a master, how identity drifts beneath constant evaluation, and why releasing metrics restores meaning, clarity, and peace. Through the lens of Self-Determination Theory, burnout recovery, role confusion, and success fatigue, she reveals how humans thrive through autonomy, alignment, and inner congruence—not external measurement.You'll also revisit Sara Blakely's story through a new angle: her early success didn't come from dashboards or performance metrics, but from intuition, aligned risk, and meaning-driven decisions. Her story illustrates a truth every high-capacity human needs to remember: metrics can guide you, but they were never meant to govern you.This episode embodies the heart of The Recalibration — Julie's proprietary, psychology-backed, faith-rooted pathway that realigns identity at the root. ILR isn't another performance tool; it's the recalibration that makes every other tool effective again.In this episode, you'll explore: • why metrics become emotional anchors for high performers • how measurement disconnects you from identity and meaning • the psychological pattern behind “scoreboard living” • what autonomy and alignment do for your nervous system • why releasing metrics actually improves outcomes • how to reconnect with meaning instead of measurementToday's Micro Recalibration Where have the numbers become your master? Today, release the scoreboard and return to the meaning beneath the motion. Not everything meaningful can be measured.Team Recalibration Ask your team: “What would change if metrics supported us instead of governed us?”If this episode gave you language you've been missing, please rate and review the show so more high-capacity humans can find it. Explore Identity-Level Recalibration→ Join the next Friday Recalibration Live experience → Follow Julie Holly on LinkedIn for more recalibration insights → Schedule a conversation with Julie to see if The Recalibration is a fit for you → Download the Misalignment Audit → Subscribe to the weekly newsletter → Books to read (Tidy categories on Amazon- I've read/listened to each recommended title.) → One link to all things This isn't therapy. This isn't coaching. This is identity recalibration — and it changes everything.

Today, Dave Sullivan sits down with Scott Tebay, a fellow roofing business owner and a voice behind Roofer2Roofer podcast, for a real, no-nonsense chat about what it really takes to run a successful roofing company without losing your sanity. Scott opens up about his own journey, from chasing nonstop growth to building a business that actually fits his life. He gets honest about why he's wary of private equity, and why having a loyal team matters so much.You'll hear them swap stories and tips on everything from rebranding and grassroots marketing to making the most of virtual assistants, tracking the right numbers, and leading with authenticity. If you're a contractor looking for practical advice on growing your business sustainably, while still having a life, this episode is packed with insights you can actually use. Don't miss it!What you'll hear in this episode:Strategies for growing a roofing business and increasing profitabilityBalancing work and family life as a roofing contractorThe impact of private equity on the roofing industry and business ownershipImportance of defining personal success and creating a roadmap to achieve itEffective marketing strategies, including organic lead generation and community engagementThe role of virtual assistants in streamlining business operationsKey performance indicators (KPIs) for monitoring business health and profitabilitySignificance of maintaining a strong team and company cultureInsights on rebranding and its potential risks and rewardsChallenges and considerations of managing repairs versus full roof replacementsResources:Connect with Scott!Website, Email, and the Small Town Roofer PodcastConnect with Dave!Text Dave: (510) 612-1450Free 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 → @DaveSullivanRooferShowTrusted & 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/ruby.ProLine – 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.com.SMA Support – Roofing-specific virtual assistants who know the business. Free up your time by outsourcing admin, marketing, and customer service tasks → smasupport.us.

Kiera provides very specific tips for how a visionary CEO can keep their practice(s) flourishing on multiple levels without sticking their fingers in all the pies. She gets to the quick with a single question a leader should ask anytime a new task comes across their desk: Just because you can do something, does it mean you should? Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: The Dental A Team (00:00) Hello, Dental A Team listeners. This is Kiera and I'm excited about today's topic and I hope you are too. Delegation, I feel like it's such a, ⁓ feels so hard. It feels like what should I do? What should I delegate? What should I not delegate? And this is for like helping you get to multi-level success. So whatever your success level is, whatever you want it to be, delegation is a huge portion of leadership. And I feel like,   especially in multi-practices, if you want to get to multi-practices, that's kind how I'm going to highlight this today. You have to ⁓ really get good at delegation. It's not about doing more. It's about doing more of the right things ⁓ and doing less of everything. And so really, really, really getting into that zone of genius, helping you out with that. So I'm excited about this. ⁓ I'll kind of work it through in a couple of different parts to make this easier for you. It's helping you know, what should I delegate? What should I keep?   and how to lead across all the locations with clarity. Because as you scale, a lot of people forget that they have to delegate, that they have to get different pieces. And so what happens is things just start to fall off the wagon. And that can get really, really scary. And then you're trying to like catch it all. And so many people, when they get into multi-practice ownership, they tell me like, I wish I would have just stayed at one. And I think, well, yes, there are benefits to staying at one. You had a call inside, you're so wanting to grow. It's just hard right now because we didn't set it up as   successful as we could have. Now, I am not one to judge. I did the exact same thing. And so I know the the taffy pole stretch of trying to do every single piece when you're a multi-practice ownership. And so this is coming from real life tactical, curious life experience of what we see with clients to give you the tips of the trade, to give you the secrets to success and doing it here on the podcast in such an open, friendly, welcoming, no judgment zone. More to just give you a hug to tell you, hey, you're doing better than you think you are. And let's give you some tactical practical tips to help you out.   So, A Team, we're obsessed with single practices, so multi-practices. We love to help owners build thriving practices at all levels. We love to work with practices anywhere from the startup zone all the way to the multi-location zone. Whether your plan is to build it into a legacy practice or to sell to a DSO or to whatever it is, there is no right answer with Dental A Team. It is your right answer. It is what is best for you, your life, your practice, and also allowing you the freedom to change that. So.   working with doctors and their teams to get to that high level success. ⁓ We are ultimately here to help you have the most profitable practice, the happiest team, the thriving practice of your dreams, and to do it on the easiest way possible. So that's what we're about. This is for ⁓ true, true, helping doctors become true CEOs, not ⁓ operators of their businesses to own their businesses to act in that seat rather than being the managers that oftentimes they are. So step one, when you're moving into this multi-practice ownership,   you are shifting and I want you just to know your identity is going to be stripped away. You're going to become the same thing that you feel very uncomfortable in because you've never done this, but this is what your organization needs and I think so often owners fail to rise to the need of the organization of what it needs and they like to stay where it's comfortable. And I remember as an office manager, I like when I truly stepped into the office manager role, I'm like,   Well, this is weird. I don't even know what I'm supposed to do. And you've got to just settle in and you'll figure it out very quickly. so helping you just know as the owner CEO of the company, what you have to own, like your true role is to own the vision strategy and culture. These are things that do not get delegated out. They're the core of the leadership. They're you setting the example. And when I realized, like, I remember one day I Googled like, what does a CEO do? Like I truly did not know.   ⁓ because I'd been a manager for most of my life. I'd been a doer most of it. I did not realize that my job was to own the vision, the strategy, and the culture. Now, not all CEOs, not owners of businesses actually enjoy the vision. You might not be a visionary and that's okay. You might just need to have somebody paired with you who's a really strong visionary. There's usually a visionary integrator according to Traction by Gina Wickman that I choose to, I subscribe to the strongest. So I'd be like a CEO and a COO. ⁓   The CEO is the visionary, the CEO always operations the day to day making the dreams happen. So it's like Walt and Roy Disney ⁓ are some good examples of that too. So when I'm looking at as a portion that you cannot delegate away, you've really got to own this vision strategy culture. That's you, you're the culture master, you're the strategy, you're the vision. So where are we headed? What does that look like?   ⁓ What's our 12 month? What's our three year? What's our 10 year target? That can still be, you set the like framework, the team builds it into a full complete picture. And then what's the culture that we want replicated across all the teams. So ⁓ when we start to get that vision strategy and culture aligned and ⁓ owners don't delegate that, you then can bring in hires faster. You can have core values. You can have KPIs like, because we know it's very clear. How do we act?   What are we going towards? And then what are the things that we need to measure? So this is truly something that when I realized like that was my job and it was the bigger picture piece, there's other people that do the day to day. It felt awkward. I'm not gonna lie. Like I was like, ⁓ I feel like I'm putting on a different t-shirt today. And like, I don't even feel comfortable. Like I don't look good in yellow. Well, you might not look good in it, but this is what the organization needs and nobody else is doing this besides you. So ⁓ the question is, if you're a multi-practice ownership and you're in this ownership role, question one is,   have I clearly communicated our vision? It's like, if Kiera or the Dental A team were to walk into my practice today and ask any team member, would they know the vision of our company? That should be a resounding yes. And if not, you have not communicated it enough and it has not been clear enough. Does your entire company know the core values and do they live them? And does every single practice know what their targets are for that practice and the KPIs they're tracking?   It's very simple way to ask yourself this. And I love to ask this and I love to come to offices. If you were to ask any member of our team member, they would be able to tell you, yes, we know exactly what our core values are. We know what the mission is of our company. We also know where we're headed. Now, I think I could be a bit more clear of where I'm headed in the three and tenure. My leadership team knows that a lot better. My core team knows where we're headed this year, what our core values are, and what the core values are of a company. We have this on a...   So some of them could rattle it off, our new team members, this is part of their onboarding. So helping you really figure that out is going to be paramount because now all your practices, all the locations are operating the same way and there's strong clarity. Step two is you're going to delegate operations for leaders. So this is kind of like the CEO versus the COO. So like realistically owners of like CEOs of DSOs and multi-practice ownership, you don't have to be a DSO for this. It can be multi, it can be private still.   I have a lot of private practices that are three, five, 10 locations. That's totally fine. You can do that, but you can't scale if you're still solving the supply issues and front desk drama and putting them. So you have to have a regional manager and a lead at each location. That's paramount. You need to have it. They need to have their KPIs and what they're tracking. They also need to know how to make decisions. Like what's the decision framework and how, what do I have decision making autonomy over at the office manager or regional monitor level versus what needs to get approval?   And then also we've got to have like training, not just tasks. So that way everybody has training of what do we need to do when we have that set up consistently. So you teach your team and you have a set protocol and process of how to run huddles. Like a system to me is something that no matter who you are, where you come from, whether you've been with us for one day or 10 years, you should be able to do the same thing and get the same results. So a huddle should have a form that everybody follows. You can have it broken down for me. I even have minutes next to it. Like this part's two minutes, part's five minutes. So it's a true 15 minute huddle.   for every single practice. Our one-on-ones have a set protocol of how do we do them, when are they run, and how often are they done, where are these things stored? We have a process of how we set up our rooms. We have a process of how we schedule. All these things that you start working on, and doctors who are owners and visionaries might not be good at these processes. So you need a really good regional or really good office manager or really good operations next to you to help build all these things so you do have confident leaders that are leading next to you. But this is everything that gets delegated out.   And there's a doctor that I worked with who's actually really, really great at checklists and operations and building. And I said, that's fine. Rock on. You got to pick which seat you want to be in. Do want to be in the CEO visionary seat or do you to be in the operations seat? Both are fine. Both are on the table. Both are doable. And you could honestly do both super, super, super well. You just have to decide which one you want to do. And this doctor, two years later sent me a message and they said, Kiera, I'm so glad you pushed me into that because as much as I was trying to do both, wasn't excelling in either.   So they moved into the CEO visionary role. They hired an amazing assistant to them. They hired an amazing regional manager and the practices are flourishing on multi-levels and they have seven locations now in their organization. But this way, there's not the bottlenecks. The CEO, the owner often creates these bottlenecks because they're not delegating those pieces. And then next up is going to be like, how do we actually systematize across the board all the locations? And... ⁓   So this is again, like we've talked about it so many times, it's KPIs, having a dashboard and a scoreboard so you know how every practice is doing, having leadership meetings with agendas and having communication that's very open amongst all practices. And then I do like a centralized training at least once a quarter, if not like once or twice a year. So that way all the teams and all the organization, I know this is a pain for people, but the more you get them all together, the more they realize that they're all on the same team, they're all there.   But like, this is not you owner, you're delegating these pieces. So you're delegating the reporting and the communication. So if you look at this really, you're not delegating the culture, you're not delegating the vision, and you're not delegating ⁓ the other piece to that is like the strategy of how we're going to get there. That's your world, that's what you're supposed to be doing. And then your job is to really rise up your leaders. But you are delegating operations, you are delegating systems, you are delegating meetings.   Like there's so much to your job that you've been used to doing that you're delegating. And me going from an office manager to a business owner, sometimes it's easy for me to get stuck in management because that's where I feel comfortable. That's where I feel good. ⁓ Vision and strategy, that's actually really hard to put on a scorecard and to account for my time to say like, yep, I put in 40 hours. Well, vision and strategy are not tasks. are, it's like fluffy clouds.   and they take quiet, they take ⁓ out of the office, they take ⁓ white noise time is what I like to call it. And it's actually very hard. And I think sometimes this is why CEOs don't like to go into this because it feels fluffy. feels, ⁓ I don't know, like so hard to track, if you will, which it is. But at the same time, if you do that job and you do it well, everything else falls into place and then you just check in on all the other pieces.   that are truly delegated. really, it feels so, sometimes I feel like it's unfair. I'm like, what? Like this is all I'm doing and this is everything else that they're doing? Tasks and vision do not get put in same buckets. They're not on a scale of equilibrium. It's not like, well, I spent three hours on vision so I should spend three hours on tasks. No, sometimes vision takes longer. Sometimes it's harder to build. Sometimes strategy's harder to build. The number of nights and times where I'm like working it through in my brain and I'm building it on paper and I'm working through like,   What does the company need and what is the culture and how am I going to show up and present and like, what are the meetings I'm going to put it in place? Just because that comes natural for visionaries does not mean that it should be shortchanged for operation that's task built and task focused. But all of this is literally delegated. So all you do is you own the vision and you delegate the operations and you delegate the systemization. Now you oversee it, you are a part of it, you can help create it. So that way it's there.   But this is how you have to start to operate in multi locations. A lot of times you are also over the hiring of new doctors ⁓ and then like the partnership portions within the company. If that's a piece of it, that's really what the owner CEO visionary C is responsible for. Yes, you might still do some clinical dentistry, but typically the more practices you build in, the more you're going to need to be overseeing the entire organization and doing less and less and less dentistry because it's something you can delegate out. No one else can do the vision, the strategy and the culture. They can't.   everything else can be delegated. And I know this feels weird. It feels awkward. And it's not always right away, but it will start to be something you phase out and phase out and phase out. And it actually becomes really fun and it becomes hard and it's a challenge, but that's what it is. Scaling is not doing all of it. It's about doing the right things as a leader. And this is something where so often we have a phrase in our company where we say, just because you can do it, does that mean you should do it?   So leaders, really want to ask the question, just because you can do it, and this is for regional managers, this is for office managers, this is for all leaders, just because you can do it, does that mean you are the best that should do it? We have some team members on our team that love to help out, and I am so grateful for that. Also though, creates that murky and muddy to where I actually don't know who I need to hire, because I've got five people doing something when two people should be able to do it, but I don't know, are they overworked or underworked, because we're all quote unquote helping. So having that.   clarity around is really going to help you. So this is a zone where when you're trying to scale multiple practices and you've got that taffy pole, it's the cue that you've got to step into the CEO level leadership and your practice might not need you fully a CEO yet. The business might not need you solely there yet. And so you've got to work on it in phases. And I think the phases are the hard part because you are taffy pulled. So you start to set up days and you start to set up blocks where this is my deep work time for CEO time. And then this is my clinical time. Then this is my...   CEO time, and then this is my culture time. This is my strategy time. And I hate the word strategy, it's the swear word in our company, but you do have to build strategy. You do have to talk to other people. have to work on those big relationships. Like that's part of what you do and not undermining it and getting you fully into the right person in the right seat for your organization is going to be paramount for you. And it does take a lot of time. And if you're someone like me, I talk to think, I don't think to talk.   So you might need somebody on the other side that works it through with you, whether that's a coach, whether that's a mentor, whether that's your manager, but being able to work through it so that way you're truly in that CEO seat. And so for this, this is strategic leadership. This is next level leadership. This isn't what you've been doing day in, day out, and it's for the next level. And so as you might even be a solo practitioner listening to the podcast today, helping you see what do I need to become and how do I evolve into this? Who do I need on the team? What players do I need to have with me?   are all going to be paramount for you to get to this great success that you have. So for this, if you're scaling, you're stuck, you feel like you're doing it all, reach out. Hello@TheDentalATeam.com. This is what we do. Our job is to make it to be simple, to be easier for you, to be more fun for you, and all around to create the freedom and the growth that you need to be successful. You have to have the space to do this. That's paramount for you to be able to do it. And we're here to help you along the way. And as always, don't do this alone. You don't have to. And just because you're learning a new role,   just like a lot of office managers are learning a new role. There's nothing wrong with that. We're here to help you. We're here to support you. You're not expected to know at all. So stop pretending like you need to and start to grow into the zones that you are truly great at. And as always, let us know how we can help you reach out. Hello@TheDentalATeam.com. Go to our website, TheDentalATeam.com book a call. Let's talk about it. Let's find your gaps. Let's give you some resources, no judgment, just massive momentum, massive clarity. And as always, thanks for listening. I'll catch you next time on The Dental A Team podcast.