Podcasts about kpis

A thoughtful onboarding process is worth your investment of time and effort. Although you're temporarily doing more work while also increasing your payroll, it's ultimately a long-term gain.    Get the essential ingredients with Coaches Caroline Plambeck and Matt Hanton in Episode 669: The First 90 Days: How to Set Up Every New Hire for Success.   Stoke anticipation: generate good vibes with a personal note or small gift before day 1 Lay the foundation: review job description, KPIs, goals, mission, vision and values Cultivate connection: do meet & greets, assign a buddy and arrange teamwork Facilitate integration: train on SOPs and systems; encourage proactivity  Continue the conversation: check in often, ask for feedback and celebrate successes    Beyond simply teaching policies and procedures, smart onboarding incorporates communication, community and the culture of your studio. Episode 669 is your recipe.    Catch you there,   Lise   PS: Join 2,000+ studio owners who've decided to take control of their studio business and build their freedom empire. Subscribe HERE and join the party! www.studiogrow.co www.linkedin.com/company/studio-growco/  

In this spicy episode, Marc Canton and fleet powerhouse Facundo Tassara dive deep into the fine line between self-promotion and arrogance in the fleet industry. They talk about why fleet managers must champion their teams and accomplishments—and how to do it without turning people off. From elevator pitches to dressing the part, Facundo shares battle-tested tactics to elevate your fleet's reputation and your own leadership status. This is a masterclass in storytelling, relationship-building, and knowing your KPIs cold. Oh, and there's a $200K mistake that somehow turns into a win. You don't want to miss this. 

When I first started D2 Branding, the #1 thing I was tracking was my revenue! After all, we are in business to make money, which lets us make an impact on those we love. My goal was to reach $100,000 a month and become a MILLION DOLLAR BUSINESS! That sounded so great! Once we hit that goal, I was so excited but also confused on why I didn't have extra money in the account. The problem: my expenses were way too high!   Instead of tracking revenue you need to also track net profit, which is your most important number! How much money are you making after all of your expenses are paid?   There are also many key KPIs to track like the lifetime value of a customer. How long are your customers staying with you? Do they leave after the first transaction or are you able to retain them for years? This is a big indicator on the return on investment for the cost to acquire them. If you lose money the first month you acquire them but make money over the next 12 months, it is worth it!   Check out the latest episode of the DO IT MY WAY Podcast where I share the key performance indicators you should be tracking.

In this episode of Building the Premier Accounting Firm, Ahuva Gruen, a seasoned fractional CFO, shares her journey from a young entrepreneur to a financial expert, offering insights on differentiating bookkeeping, accounting, and CFO services. She emphasizes the importance of strategic financial management for business growth and profitability. Key Takeaways: Differentiate between bookkeeping, accounting, and CFO services to provide tailored solutions. Optimize the “Four P's” (People, Processes, Profits, Products) to identify and address pain points in a business. Implement key performance indicators (KPIs) such as net profit, gross profit, and cash flow to monitor financial health. Prioritize client communication and accountability for effective implementation of financial strategies. Delegate tasks effectively to focus on high-impact activities and maximize business growth. From selling candy as a child to becoming a fractional CFO, Ahuva Gruen's journey is a testament to entrepreneurial spirit and financial acumen. Discover how she helps businesses unlock their full potential by addressing their financial struggles with strategic insights and a hands-on approach. Featured Quotes: Ahuva Gruen: “Accounting could also stand for accountability.” Ahuva Gruen: “Revenue is vanity, profit is sanity and cash flow is reality.” Ahuva Gruen: “Do what you do best and delegate the rest.” Behind the Story: Ahuva's passion for business and finance started early, influenced by her mother's beauty salon. Her experience in corporate finance, culminating in a CFO role, led her to realize that many businesses struggle with financial management despite excelling in their core services. This inspired her to start her own fractional CFO business, providing strategic financial guidance to help businesses grow and succeed. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Learn the 10 biggest mistakes business owners make and what you can do to avoid them.  Get the 10 Top Business Mistakes PDF now: https://www.agfinancialcpa.com/  Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve.   In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.  Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Tu crois que ton chiffre d'affaires est le seul baromètre de ta réussite ? Et si tu passais à côté des vrais indicateurs qui montrent si ton business peut vraiment scaler ?Dans cet épisode, je t'embarque dans un audit pas comme les autres : oublie le CA et découvre les 17 KPIs qui te disent vraiment si ton business freelance est prêt à grandir.Je te partage ici mes propres outils de pilotage de croissance, utilisés pour viser les 500K€ de chiffre d'affaires en solo. Du concret, du vécu, et surtout... du scalable.⚡️ BONUS : rejoins l'Incubateur Solopreneur à moitié prix pour accélérer ta scalabilité dès maintenant : https://leboard.systeme.io/incubateur

On this episode of Start Scale Succeed, Nicole chats with Louisa Booth, the inspiring founder behind Pop Mask and Blushing LA. Louisa shares her entrepreneurial journey from investment banking to bootstrapping and building a global beauty and wellness brand, now found in over 35,000 retail doors worldwide—including CVS, Macy's, Bloomingdale's, Superdrug, and Boots. Nicole and Louisa chat about: The story behind Louisa's first product, Pop Band (the hair ties that don't damage hair), and her accidental pivot into the US market. How Louisa grew Pop Mask into a brand that brings joy and innovation to everyday essentials—from sleep masks to femcare solutions. The logistics of scaling internationally: cracking the US market, dealing with retail red tape, vendor setups, and surviving cash flow challenges. The reality of copycat competitors and how Louisa kept innovating and moving forward. Product development inspiration—how her own family's needs and feedback from a multigenerational team drive new ideas. Navigating tariffs, Trump policies, and the need for dogged focus on margins  The shift to showing up as the face of the brand and connecting with customers on a relatable, human level. The rollercoaster of founder life: bootstrapping, remortgaging, 18-hour days, pinch-me moments, and finally seeing her products in major UK retailers. Louisa's best advice for founders at every stage: trust your instincts, scrutinize every penny spent, focus on margins, and remember—there are no shortcuts in scaling a product business. https://www.instagram.com/lovethepopmask/ https://popmasklondon.com/ https://blushingla.com/en-gb Host Nicole Higgins  The Buyer and retail coach  Nicole Higgins Links  https://www.instagram.com/thebuyerandretailcoach/ https://www.linkedin.com/in/nicolehigginsuk/ https://thebuyerandretailcoach.com/ https://thebuyerandretailcoach.com/newsletter-sign-up/ https://thebuyerandretailcoach.com/free-discovery-call/ https://thebuyerandretailcoach.com/blog/ Sponsor  Neon Digital Clicks  Are you ready to scale your ecommerce store?This episode is brought to you by Neon Digital Clicks, the agency dedicated to helping kids' and family brands achieve explosive growth with high-performing digital marketing campaigns. Neon's new Runway to Results programme is a revolutionary paid-advertising service that will help you understand your brand's true potential and reach the heights of success you dream of. Over the course of 60 days, Neon's expert team will test and optimise your Meta and Google ad accounts to establish your business KPIs and optimum Cost Per Acquisition.  At the end of the Runway period, they'll analyse your data to establish what profitable scaling looks like and arm you with knowledge, confidence and a clear plan for the next phase of your growth. If you're ready to elevate your e-commerce game, Neon is the navigator you need on your flight deck. https://runwaytoresults.com/ https://neondigitalclicks.co.uk/

Customer lifetime value is a critical KPI, but with customer acquisition costs rapidly rising, what can brands do to successfully build long-term value for the business? Agility requires seeing past vanity metrics to the durable value hidden in customer relationships. When customer acquisition costs climb and privacy affects easy targeting, only nimble brands—those that align teams, data, and KPIs around lifetime value—stay ahead. All of this (and a few more things) are discussed in the recently-released Klaviyo B2C Report. To discuss it, I'd like to welcome Jamie Domenici, CMO at Klaviyo. About Jamie Domenici Jamie is Chief Marketing Officer at Klaviyo, the only CRM built for consumer brands. She has served as the Chief Marketing Officer since August 2023. With more than 20 years of experience in SaaS Marketing, Jamie has become a pioneer in SMB Marketing and a champion for small businesses. Prior to Klaviyo, Jamie served as the CMO of GoTo, a provider of SaaS and cloud- based remote work tools for collaboration and IT management, and before that, she held various marketing leadership positions at Salesforce for over ten years. Jamie holds a B.A. in International Relations from California State University, Chico. Jamie lives in the San Francisco Bay Area with her husband and two daughters. Jamie Domenici on LinkedIn: https://www.linkedin.com/in/jdomenici/ Resources Klaviyo: https://www.klaviyo.com https://www.klaviyo.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brandsDon't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150" Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

This episode is a powerful reminder that business success is rarely about one big move, but is almost always about the small shifts in attention, data, and decisions that lead to the big results. Jackie is moving through the (sometimes very annoying) truth that where your energy goes, results follow. We get real about the uncomfortable reality of watching sales dry up when your attention wanders, the mindset spiral of seeing high-cost leads, and what it takes to actually stay grounded as a CEO when something doesn't perform the way you want it to. This one is about facing the data, making meaning from the metrics, and getting grounded in the decisions that keep your business moving forward in a big way (without spiraling out or selling yourself short).   In this episode, you'll hear: The mechanism behind unexpected course sales rolling in How we navigate a super high lead cost without losing our minds (or momentum) Why some clients need tough love (and how I knew Jackie was ready to hear it) The CEO skill that stops almost any spiral The surprising reason I'm telling Jackie NOT to set a revenue target for this launch and what I believe her KPIs should be instead How to hold both the excitement of launching and the disappointment when it doesn't seem like it's playing out how you want   Episode Links Join my Facebook group Connect with Jackie on Instagram Learn more about Jackie on her website 

#500 What if the only thing standing between you and success is simply taking the next step? In this episode — from Module 6 of our Build My Money Machine program — host Justin Williams brings it all together with one powerful theme: action. This module is your wake-up call to stop overthinking and start doing. You'll hear 25 inspirational quotes that hammer home why taking consistent, focused action is the only path to real results. Learn how to turn big goals into small, manageable to-do lists, track your progress with KPIs, and overcome fear by simply moving forward. Whether you're just starting out or stuck in planning mode, this lesson is your blueprint for building momentum and making massive progress — one step at a time! What Justin discusses on today's episode: + The power of taking action + 25 quotes to spark momentum + From planning to doing + Breaking goals into to-do lists + Tracking progress with KPIs + Imperfect action beats inaction + Learning by doing, not just thinking + Action as the key to clarity + Overcoming fear through movement + Building success one step at a time Watch the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠video podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ of this episode! Did you love this episode? Listen to Module 5 next! Ready to create a 7-figure business of your own? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠BuildMyMoneyMachine.com⁠⁠⁠⁠⁠⁠⁠⁠⁠ to get started today! And follow us on: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tik Tok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To get exclusive offers mentioned in this episode and to support the show, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠millionaireuniversity.com/sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Want to hear from more incredible entrepreneurs? Check out all of our interviews ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! Learn more about your ad choices. Visit megaphone.fm/adchoices

The CPG Guys are joined in this episode by Michael Lacorazza, CMO of U.S. Bank, the fifth-largest commercial bank in the United States & Mike Barrett, Co-Founder & Chief Strategy Officer at Supergood, a full-service advertising agency that combines human ingenuity and judgment with AIpower and insights.This episode was recorded at the 2025 Cannes Lions International Festival of Creativity.Follow Michael Lacorazza on LinkedIn at: https://www.linkedin.com/in/lacorazza/Follow U.S. Bank on LinkedIn at: https://www.linkedin.com/company/us-bank/Follow Mike Barrett on LinkedIn at: http://linkedin.com/in/michael-barrett123Follow Supergood on LinkedIn at: https://www.linkedin.com/company/gosupergood/Michael & Mike answer these questions:How do you both define a brand today, in a world where consumers expect both meaning and measurable value?How do you balance emotional storytelling with performance pressures in your respective industries?If you could launch a co-branded campaign between Supergood and U.S. Bank — what would it look like? Wait – we have one, and it's called ‘the power of US'- tell us all about it. Michael first, and then Mike – how did you help US Bank design this?What are the most significant shifts you're seeing in how consumers make purchase or financial decisions today — and how are you adapting?How does trust play a role in your brand narratives, and how do you actively earn and maintain it? What advice do you have for our large brand audience on this given AI and its role in creativity today?What can CPG learn from financial services about loyalty and long-term customer value which means so much for the financial sector?With increasing pressure to prove ROI, how do you both think about the role of brand marketing in a world dominated by short-term metrics? What are your go-to KPIs that go beyond impressions and clicks — metrics that tell you your brand is actually growing?What's one emerging trend you're watching closely — whether in consumer behavior, marketing tech, or creative culture?CPG Guys Website: http://CPGguys.comFMCG Guys Website: http://FMCGguys.comCPG Scoop Website: http://CPGscoop.comRhea Raj's Website: http://rhearaj.comLara Raj in Katseye: https://www.katseye.world/Subscribe to Chain Drug Review here: https://chaindrugreview.com/#/portal/signupSubscribe to Mass Market Retailers here:https://massmarketretailers.com/#/portal/signupDISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any e CPGGUYS LLC expressly disclaims any and all liability or responsibility for any direct, indirect, incidental, special, consequential or other damages arising out of any individual's use of, reference to, or inability to use this podcast or the information we presented in this podcast.

Steve Heroux is a sales thought leader, author of The Sales Contrarian, and founder of The Sales Collective. Known for his humorous and no-fluff approach, Steve challenges outdated sales methodologies and champions a people-first philosophy. With roots in comedy and admiration for icons like Bob Ross and Larry David, Steve brings heart and honesty into the world of sales, coaching, and leadership. "He didn't paint to show you how good of a painter he was. He painted to show you how good of a painter you could be." – On Bob Ross's influence and philosophy. "Selling ice to an Eskimo doesn't make you a great salesperson. It makes you an asshole." – On ethical, value-driven sales. "You have to teach people how to swing like them, not like you." – On individualized coaching and leadership. Steve Heroux joins the podcast to dismantle traditional sales myths, challenge robotic training, and advocate for purpose-driven selling. From detaching from outcomes to building self-awareness, Steve shares personal stories and strategies that ignite self-leadership and redefine success—proving that joy, ethics, and humility are the real game changers in sales.

Most people think sales is about pushing products. Kendy Elmore thinks it's about treating people with genuine respect.In this episode, we go beyond quotas and KPIs to explore what really builds great salespeople: humility, emotional connection, purpose, and yes, gathering face to face with meal or drinks. Whether you're overconfident, underconfident, or just curious about what it means to love what you sell, this one's for you.Sales isn't just a job: it's a legacy.Stay on the red dot. Show up. Bring value.And don't let your competitor's car scare you away from your next breakthrough.

Activity doesn't equal pipeline. And pipeline doesn't always equal profit.Leslie Venetz, sales leader, creator, and author of the upcoming book Profit Generating Pipeline, joined us to flip the script on pipeline development.Learn how to manage your territory like a mini-CEO, craft sales messaging that sparks two-way conversations, and lead meetings so valuable your prospects would pay to be in them.If you're ready to ditch the “just hit your KPIs” mindset and build a territory strategy that converts? This one's for you.You'll Learn:How to create a “CEO of Territory” mindsetWays to craft messaging that invites conversationHow to run meetings your buyers want to attendThe Speakers: Will Aitken and Leslie VenetzIf you want to catch The Daily Sales Show live, join hereFollow Sell Better to get the latest actionable tactics from sales pros at the top of their gameExplore our YouTube ChannelThank you to our sponsors: Gong

Ready to unlock your Property Investment game in 2025? Grab your FREE copy of our Buy-to-Let market guide today! https://bit.ly/buy-to-let-hotspots-guide-2025 ——————————————————————In this episode of This Property Life, host Sarah Blaney sits down with the dynamic and experienced Susannah Cole, founder of The Good Property Company Ltd. Known for her straight-talking style and strategic mindset, Susannah shares how she built a successful property portfolio in one of the UK's most expensive markets, all while staying close to home and true to her values.What You'll Learn:Why freedom not just profit is at the heart of property successThe power of starting small but with clarity and purposeThe importance of volume, KPIs, and pipeline thinking in deal sourcingEpisode Timestamps:[03:28] - Realising the need for financial and time freedom[08:22] - Building a location-independent lifestyle with digital tools[16:56] - Operating with integrity and transparency with investors[22:40] - Using KPIs, follow-up, and staying focused in networking[34:38] - How to connect with Susannah and her teamFollow Susannah Cole & Company Socials:YouTube: https://www.youtube.com/user/goodpropertycompany Twitter: https://x.com/SusannahColeUK Facebook: https://www.facebook.com/SusannahColeTGPC/ Instagram: https://www.instagram.com/susannahcoleuk/?hl=en Instagram (Company): https://www.instagram.com/thegoodpropertycompany.co.ukLinkedIn (Company): https://www.linkedin.com/company/the-good-property-company-limitedLinkedIn: https://www.linkedin.com/in/susannahcole Follow This Property Life Podcast:Instagram: https://www.instagram.com/thispropertylife/# Facebook: https://www.facebook.com/profile.php?id=61564457166712&locale=en_GB LinkedIn: https://www.linkedin.com/company/this-property-life-podcast/about/ Tiktok: https://www.tiktok.com/@thispropertylife?lang=en YouTube: https://www.youtube.com/channelTwitter: https://x.com/propertylifepod Hosted on Acast. See acast.com/privacy for more information.

Customer lifetime value is a critical KPI, but with customer acquisition costs rapidly rising, what can brands do to successfully build long-term value for the business? Agility requires seeing past vanity metrics to the durable value hidden in customer relationships. When customer acquisition costs climb and privacy affects easy targeting, only nimble brands—those that align teams, data, and KPIs around lifetime value—stay ahead. All of this (and a few more things) are discussed in the recently-released Klaviyo B2C Report. To discuss it, I'd like to welcome Jamie Domenici, CMO at Klaviyo. About Jamie Domenici Jamie is Chief Marketing Officer at Klaviyo, the only CRM built for consumer brands. She has served as the Chief Marketing Officer since August 2023. With more than 20 years of experience in SaaS Marketing, Jamie has become a pioneer in SMB Marketing and a champion for small businesses. Prior to Klaviyo, Jamie served as the CMO of GoTo, a provider of SaaS and cloud- based remote work tools for collaboration and IT management, and before that, she held various marketing leadership positions at Salesforce for over ten years. Jamie holds a B.A. in International Relations from California State University, Chico. Jamie lives in the San Francisco Bay Area with her husband and two daughters. Jamie Domenici on LinkedIn: https://www.linkedin.com/in/jdomenici/ Resources Klaviyo: https://www.klaviyo.com https://www.klaviyo.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brandsDon't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150" Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

In this mind-opening episode of Impact Theory, Tom Bilyeu sits down with Stephen Bonnell, known online as Destiny, one of the most prolific and thought-provoking political streamers of our time. Destiny, with his razor-sharp logic and fearless approach, challenges Tom—and the audience—to reevaluate their assumptions about what it will take to “make America great.” Together, they tackle the roots of America's dysfunction: division, distrust, debt, inequality, and the myth of political heroism on both sides of the aisle. The first half of this two-part conversation digs into the realities of America's fiscal crisis, cycles of Republican and Democratic leadership, the real drivers behind national debt, and the impact of partisan policy on America's economic future. Tom and Destiny debate the measurable KPIs of economic pain, the role of tax cuts and deficits, and the endlessly controversial question of “who's to blame” for America's budgetary freefall. They draw hard lines between rhetoric and reality, examining how populism, money printing, and the culture of “free stuff” have become major obstacles to meaningful reform. With both men refusing to pull their punches, this Part 1 episode is packed with sharp exchanges, nuanced economic breakdowns, and a relentless search for practical solutions in an era of political theater. SHOWNOTES01:05 – Setting the Stage: Debt, Deficit, and “Making America Great”17:10 – The Limits of Leadership: Biden, Trump, and the Decline Question27:23 – Are There Any “Shining Star” Leaders?31:24 – Trump, Tariffs, and Drawing Hard Lines: Pros and Cons43:15 – The Limits of Information & the Dilemma of Too Much Freedom FOLLOW STEPHEN “DESTINY” BONNELL:YouTube: https://www.youtube.com/destinyKick: https://www.kick.com/destinyTwitter: https://twitter.com/TheOmniLiberal CHECK OUT OUR SPONSORS Vital Proteins: Get 20% off by going to ⁠https://www.vitalproteins.com⁠ and entering promo code IMPACT at check out Allio Capital: Macro investing for people who want to understand the big picture. Download their app in the App Store or at Google Play, or text my name “TOM” to 511511. iTrust Capital: Use code IMPACTGO when you sign up and fund your account to get a $100 bonus at ⁠https://www.itrustcapital.com/tombilyeu⁠  SleepMe: Visit ⁠https://sleep.me/impact⁠ to get your Chilipad and save 20% with code IMPACT. Try it risk-free with their 30-night sleep trial and free shipping. Jerry: Stop needlessly overpaying for car insurance - download the Jerry app or head to ⁠https://jerry.ai/impact⁠ Shopify: Sign up for your one-dollar-per-month trial period at ⁠https://shopify.com/impact⁠ What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business:⁠ join me here at ZERO TO FOUNDER⁠ SCALING a business:⁠ see if you qualify here.⁠ Get my battle-tested strategies and insights delivered weekly to your inbox:⁠ sign up here.⁠ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast,⁠ Tom Bilyeu's Mindset Playbook⁠ —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** LISTEN TO IMPACT THEORY AD FREE + BONUS EPISODES on APPLE PODCASTS:⁠ apple.co/impacttheory⁠ ********************************************************************** FOLLOW TOM: Instagram:⁠ https://www.instagram.com/tombilyeu/⁠ Tik Tok:⁠ https://www.tiktok.com/@tombilyeu?lang=en⁠ Twitter:⁠ https://twitter.com/tombilyeu⁠ YouTube:⁠ https://www.youtube.com/@TomBilyeu⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Kiera gives advice to those practices stuck in the $0 to $2 million range (because the same problems tend to apply). These hurdles can often be addressed in the leadership, systems, and mindset arenas, and Kiera spells out specific steps your practice can implement today to burst through the barriers. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Kiera Dent (00:01) Hello, Dental A team listeners. This is Kiera and I am so happy to be podcasting with you today. I hope that you are just loving your life. I hope you remember that we are so blessed and so lucky to be able to do dentistry. I mean, talk about it. So many people dream of this world. So many people want this world and yet you get to live the dream. You get to live the freaking dream. This is your life. And so today I thought it would just be fun to tackle into this of, you know what? Why are you still stuck at 1 million?   and how to break through, or maybe while you're still stuck at 2 million and how to break through. I feel like there's very similar problems from zero to 2 million. So I thought, hey, let's talk about it. Yes, it might seem like, okay, no, they're not quite the same. Actually, they're pretty darn the same. And I thought, hey, why not tell you why you're still stuck here and how to break through that ceiling? I remember once I was told about like the wifi symbol, and I feel like every one of those layers is just your next layer. And it's like, how can I burst through that next layer and actually make my life easier?   I remember I also had a friend and I was working towards my first million. I remember when I hit our first million in the company and my friend texted me and he said, Kara, now that you've hit your first million, the rest are easy from here. And I will say getting to that first million mark is tricky, but then getting beyond it. So from really, it's like zero to 2 million. Honestly, a lot of these things are going to apply. So you're still stuck at 1 million. Let's break through that plateau. You guys, this is the Dental A Team and we freaking love helping practices break through limiting beliefs.   Create the impossible into the possible. Make your life easy. Make your practice experience amazing and truly give you the life and practice that you deserve. I'm obsessed with having your life and business on purpose. Truly, why not? Like why? Why be a business owner? Why do all these hard things if we don't get to do the life that we wanted to have all the things that we wished for and to give our teams the same type of life and experience as well? So the reality is when we look at this, it's not clinical skills typically. Sometimes it is.   Sometimes you do need to take some courses. If it's clinical and you're struggling clinically, think Coice and Spear and a lot of those will be really great for you clinically. So typically though, it's not clinical. It's systems, leadership and mindset. Like literally that's what it is. It's the systems, it's the leadership, it's the mindset. Systems do tie into our numbers and knowing that. And so I just want to break through like these three little hidden barriers that oftentimes keep practices stuck and some ways to get around that. So you can plateau through that one million, that two million mark.   and really be on your way to great success, but doing it not harder. How about that? Like, I don't want to work harder here. I don't want to have to do more. Don't worry. When you actually put these things into place, you get more time back. You get more happiness back. It's not like, let's do this and have less happiness, less time, but you can if you do it your hard way. But we're going to teach you, today I want to teach you how to do this easy. Are you on board for that?   If so, welcome. I'm super happy. I'm Kiera. This is the Dental A Team. We created it to help hundreds and thousands of offices scale beyond that 1 million mark to get to the 2 million, the 3 million, the 5 million. We have offices doing 500,000. We have offices doing 1.5. We have offices doing 3 million, 5 million, 10 million, 20 million. The reality is these things apply across the board. There's different layers and different ways to fine tune and refine based on the size of practice you are. But at the end of the day, these are really easy areas to help you see where your gap is and to break through.   This truly is an episode that's for practice owners who know that they're capable of more, but honestly don't know where to go. I hear all the time when people talk to us about joining dental hygiene, they're like, Kiera, I don't know what I don't know. I'm like, you're right. So let's help you. Let's like peel off the mask, give you the resources and make it to where life is so much easier for you. So number one, the first block that I want to break down for you is you are wearing too many hats.   This happens all the time. It's called the bottleneck. Like think about it. We're like squeezing it because we're wearing too many hats as business owners. And oftentimes what happens is as the founder, you are so used to coming in, being the person who does all the pieces because that's what you had to do when you started it. But that's also a falsehood. And also what it does is it creates chokeholds because what we're doing is we're micromanaging lack of delegation, lack of trust. This is where it gets like really stuck. And the offices were able to break through and evolve.   put systems into place, they realize that they need to have a delegation ladder at our summit, if you were able to attend, awesome. If you weren't, you missed out on our amazing delegation ladder where we literally show you how to go in order of the tasks to be delegating and in what order based on the size and the growth of your practice. So when we get overwhelmed owner or stagnant teams or reactive decision-making, what we need to do is we need to build a leadership depth. So we're training our office manager, we're empowering our leads and we're letting go of low ROI tasks.   Like literally Dan Martell has a book called Buy Back Your Time and it was shocking to look at that. And that's where we came up with our delegation ladder of, wow, like if we could honestly help you all see that we could shift it and these are the tasks to go in order of, and we're delegating out. If you're producing 200, 300, 400, $500 an hour, get rid of those low tasks that truly are not serving you. So on our delegation ladder, the way we started it is we have at the bottom layer, your number one thing to delegate out first is going to be administrative tasks.   After that, it's going to be patient experience and case acceptance. After that, it's treatment coordinator. And that's going to be our case acceptance heavily. So we've got patient experience, making sure you're not the star of the show. Then we move into treatment coordinating and case acceptance. Then we move into marketing and branding. And then we move into leadership. And then beyond that, we move into overseeing. So if you're stuck in the administrative tasks, well, awesome. Let's wait till we need to delegate that and empower that out. If you're stuck in being the patient experience,   The practice runs because Dr. Smith is in the practice and everybody loves Dr. Smith and Dr. Smith, if they're not there, no one wants to come. No, it should be the whole team experience. This isn't Kiera Dent. This isn't the Kiera Dent show. This is the Dental A Team show. There are so many great consultants. They're such a great team experience, but I don't run it. Yes, I have an influence and I started at the beginning and the core values as to why I started the company, that exists as our culture, but I'm not the one responsible for our client experience. Literally, I am here to podcast.   I'm here to do our doctor think tank and I'm here to go speak at events. That's literally what I do now. And I get to see all of you, but I get to influence and train our consultants. I get to help and train in different areas. I get to influence the company because I'm clear at the top in the leadership spot because we have great consultants that take care of our client experience. You should have great team members that take care of your patient experience. Then you need treatment coordinators. You should not be the one doing all the cases and closing all the cases. And if you're not there, we can't close. It should be that your team can close cases without you.   Then we move into marketing and branding and then it's into leadership. So when you're looking at this, what hats are you wearing and how can you shift this and which level of the tier are you on to be able to buy back your time to make it to where you're super focused on those own that you're really great at in your zone of genius. Now I still enjoy some administrative tasks. There's still some things that I'm like, gosh, I really enjoy this. I feel really good checking off a checklist. When you move from administrative into leadership, it's actually awesome and un-awesome.   because you feel like, well, gosh, like I'm just doing all these things, but there's no progress. Like leadership tasks take way longer. There's not as fast of progress, unlike administrative tasks have to do. This is where you grow and you expand. So when a practice, like we have a doctor and they let go of the administrative tasks, so you hired out a virtual assistant or their office manager or team members. And I will say,   Office managers should not be personal assistants. So let's make sure like office managers, you should also be going through this delegation to your levels. Like look at yourself too. So you're able to scale leads in practices need to look at this as well. What are we doing in these tasks? And could we delegate to our other incredible team members and empower them to be great? answer is yes. So when doctors let go of this, usually like when I've seen offices empower their team, stop doing it all. They grow by 10, 20, 30%, a hundred grand, 400 grand, 500 grand.   to their practice because the breadth and depth of their expansion, now they're able to focus on high level dentistry. If you're not sitting there busying your time with answering emails and signing off on payroll and all these other things, you then have time to focus in on your dentistry to give better treatment plans, to give better case acceptance, to refine that skill set for yourself to where you're pushing that out there and that's what you're focused on. You're taking CE on that. Think of the ROI of that time spent.   versus sending emails out that really are not moving the needle forward. So I want you to look at everything on your plate today and I want you to see what things are in administrative, what things are in patient experience, what things are in treatment plans and case acceptance, what things are in marketing and what things are in leadership. And of that, figure out who could I delegate to? How could I get less hats? Who do I maybe need to hire? It's who, not how? There's a book about this, it's really great. And I want you to see, because when you are, everyone's working at the top of their,   a license, that's how I like to put it. So doctors, would mean you're only doing dentistry stuff and CEO stuff. That's it. Everything else is delegated out. You will be amazed at the growth that it adds. So that's number one. Are you wearing too many hats and where can you delegate? Number two, your systems don't scale. So a $1 million systems break down at higher value. Like they truly do. So it's like scheduling strategy and poor case presentation and inconsistent team accountability and not tracking our numbers, not having a great   treatment plan ⁓ presentation, not having great hygiene processes in place, these little things break down and it's like, gosh, like we don't know how to handle this. We don't know how to schedule. don't know how to take these phone calls. So on this, we want to implement scalable systems. like block scheduling. So it's not just dependent upon who's up there scheduling. We know if it's Kiera, if it's Tiffany, if it's Brittany, our schedule will be consistent every single time. That's a true system. I get the exact same result no matter who's sitting in that chair. Our treatment, like,   ⁓ Case acceptance using the NDTR handoff. That's literally a system that allows your case acceptance to scale We have a billing protocol where we literally like pull it all down We have a system of how we follow up with all of our claims We have a system of when we look at our money instead of like, shoot. We don't have money. Let's go look at AR We have a set system of we send claims out on these days. We send out our insurance We follow up on insurance. We follow up on patient balances on set cadences and dates doctors You have a set system of when you look at your bank account when you reconcile your   pieces with your office manager. This is where it is our AR follow-up. Like all of those are scalable systems rather than reactive systems. And the $1 million practices are often like playing whack-a-mole. It's like, here's a hot fire here, fix that. here's a hot fire here, let's fix that. Rather than like, okay, what needs to happen so we can consistently get the results. I'm obsessed with Disney. I love their model. I think they're an incredible company. And I love something that they said is that we're able to create predictable magic with the systems behind the scenes.   So for you, we're able to create predictable million dollars with the systems behind the scenes. Also, sometimes when you're in startup mode, you actually have this identity, which is going to move into our next block. You have an identity of I'm a startup practice. So you actually act as a startup practice rather than thinking like, what does a $5 million practice do? Well, you better believe they're not like just willy-nillying their schedule. They're not willy-nillying their case acceptance. They're not willy-nillying their billing. They don't willy-nilly that stuff. And it's not that they have more time than you.   It's just that they have more scalable systems and they actually have systems in place that work. So when we've implemented block scheduling, you've heard me say it so many times, literally in small practices, we've been able to add 500,000, 1 million. Like it is not something that's hard. These are not fluffy numbers. They're not like, my gosh, I'm exaggerating. They're literally like, I can show you what they were producing, what the block schedule created and how they're able to have consistent days like that. When we implement treatment trackers, we're able to boost case acceptance exponentially because we're tracking and we're looking at patterns.   When we're able to fix AR, we're able to reduce your billing and we're able to increase your collections, reducing your overhead. When we teach you how to look at your numbers, we're able to decrease your overhead, increase your profit, and you're able to like literally sleep at night because you're not stressed out about it. These are the simple scalable systems that we put into place for these million, $2 million practices. It's wild. You can have like some skyrocket success, but if you don't have these systems for sustainability, you'll never be able to break through. This is where you start to plateau. So.   Pick a system. don't care what it is, but commit that you're going to make it scalable and upgrade it this month. All right. Block number three. This is the third one that I see a lot of times of why practices are plateauing and it's because they don't have a vision of where they're going. So like I said, it's that identity. It's like, what is the $2 million vision? What is the $3 million vision? And when mindset is in the right place, clarity can drive these results. So again, thinking I'm not a startup practice, I'm a $5 million practice. What would I do today? What would that CEO be doing? What would that dentist be doing?   They're not much different than you are today, but they are doing things differently. They budget their time differently. They're working out in the mornings. They have an AR system, these things. So what it is is like million dollar and $2 million practices are oftentimes in survival mode. it's like, like I said, whack a mole versus strategic planning. You have leadership teams in place. And when I first started, I was not at a million. was like, all right, if the $5 million practices are doing this and they have leadership team meetings, Kaylee, she was my personal assistant at the time. was just me and her. was like,   We're having this meeting and I don't even know what this meeting is supposed to be, but we're having it. We were broke, we had no money, so we went to her apartment clubhouse. That's where we had it. We had all these papers. I knew nothing of what I was doing, but I started acting in the habits of what these people did. What's crazy is when you start to act like these higher level practices do, you start to become and evolve. So this is where it's going to be. We want a clear 12 month plan of what would the KPIs be tracking? What are the team members?   What are the pieces I need to do to have a $2 million practice or a $3 million practice compared to where I am today? Let's break it down. What does that look like monthly? What's that block schedule look like? What's the type of dentistry I need to do? Do I need to add another provider? But we're making sure overheads in a line with the growth as well. So when I have teams do this and we literally like, build a one, three, 10 year vision for practices, the doctors often come in a lot more.   I would say conservative and their teams grow. But when we get the alignment of the doctor and the team together, it is crazy. The growth we have, I have a practice. he texted me, he said, here, I know when you came in and you set this audacious goal with me and my team, I thought there's absolutely no way that we'll be able to hit that. Like no way that's out of the, out of the control. ⁓ and so they were originally producing about 200,000 months. So they're about a $2.4 million practice. And we set this goal to get them to 3 million. So we said, what, what did a $3 million practice look like?   What do we need to do? And the software was like, are you kidding me? Like we're maxed out, we're tapped out. So many people think this and it's like, that's where we take the impossible and make it possible. We find the solution, we find the ways and we get the whole team aligned. So the whole team's rowing together. So we broke it down. What does that extra 600,000 look like? What does that break down monthly? What does that break down daily? They then hit. So they were at 200, next month 220, next month 250, next month 275. They just broke 300. That's even higher. 300 is 3.6 and remember they were just going for three.   This is how they grow. This is how they get their whole team aligned. This is how we start to look at what systems do we need to put in place? What training do we need to put in place? What team members do we need on the bus? What right people, right seat do we need to have? And it's wild because when the whole team aligns, everybody's there. And sometimes you need an outside perspective to coach you. Sometimes doctors, you don't know how to build that vision. You've never done it, right? It's like, hey, you're telling me to like draw you a map to the moon and I've never been to the moon. So how am even supposed to envision this? That's oftentimes where a coach.   or a consultant like ourselves can paint the roadmap for you. We've been there, we've done that, we've done it many times successfully. We have practices that are 10 million. I have offices, I've got five practices. We add one to two million to their offices every single year, every year consistently. And people are like, how do you do that? I'm like, well, hey, we got the foundations in place. They have scalable systems. We've got leadership teams in the right place. And then we're looking for the refinement pieces that we can do. We focus on case exceptions consistently.   But if I only focus on that with the $1 million practices, well, great, we're getting great cases, but guess what? It's all gonna fall apart because we don't have the systems to create the predictable magic and patient experience to continually retain and keep these patients. So this is where it is. No matter where you are, even if you're not at the 2 million and you're at the 5 million, this still works because guess what? The 5 million CEOs, you are stuck in what you've been doing and you need to expand into the higher level. You're still stuck at not having scalable systems and you need to scale those as well.   You don't have the vision for what does a 7 million or the $10 million of practice have. You are still sitting in your 5 million. So all of these actually, like I just said, 1 million and $2 million practices, this is actually for the higher level ones too. It's the exact same thing. It's just different cards, but the same game that we're playing. And it doesn't mean that you have to grow to this level. It doesn't mean that we're here to push you. It's here to say, this is what's possible if you want it. But the ultimate goal is that your life aligns with the practice that you're doing. That's our goal.   and to make sure that you're insanely profitable and insanely happy. Because I don't want you working harder. The blocks that we have lead to overworked owners, broken systems, and unclear vision, which causes chaos, confusion, stress, all the pieces. So right now, to break through your barriers, it's not about grinding harder, it's not about doing this harder, it's about leading better and building smarter. There's two ways to go about it. We can like slap it all together and help and pray our house of cards doesn't fall down, or we can build foundations, we can build vision, we can build clarity.   We can build focus and we can get traction. Move your practices exponentially. So move forward. Don't do this the hard way. Do it the easy way. And this is something where like we help this all day long. This is what fires me up. If you can't tell from today's podcast, I get lit up over this type of stuff because I love helping offices. See the vision, see the potential, figure out where we need to go. And it actually becomes so much easier when we have a roadmap. We create a map of clarity. So let's do that with you and your practice. Reach out, Hello@TheDentalATeam.com   DM us growth or visit our website. This is where we literally do a complimentary practice assessment and it is crazy. Even just that practice assessment when you come on a call with us will give you so much clarity whether you work with us or don't work with us to see, my gosh, here are my gaps of what's holding me back from moving forward. We created it recently and I'm obsessing over it because offices who come through are like, wow, this call was so valuable because I see where my gaps are. I see where I need to go and hey,   Great, if you're a good fit for us and we're a good fit for you, awesome, let's work together. We fly to your practice, we work virtually with your team, we have in-person masterminds where doctors and leadership teams get together. We truly have built this to be something where you no longer have to question if success is real for you. It's a way for you to have proven, sustainable, successful success indefinitely. So reach out Hello@TheDentalATeam.com And as always, thanks for listening. I'll catch you next time on the Dental A Team Podcast.  

In this episode of Pillars of Wealth Creation, Todd Dexheimer interviews Gary Harper of Sharper Business Solutions about how to build a business with clarity, systems, and purpose. Gary introduces his powerful RISE framework—Resource, Inspiration, Systems, Engagement—and explains how it helps business owners gain control, create structure, and drive growth. He also shares practical advice on setting Key Performance Indicators (KPIs) that align with each role and ensure accountability across your organization. Throughout the conversation, Gary emphasizes the importance of creating a business that delivers results while supporting a fulfilling work-life balance. Key Takeaways: -How RISE helps businesses scale effectively -The role of KPIs in driving performance -Building systems that empower your team -Growing your business without sacrificing your personal life Book: By: Extreme Ownership by Jocko Willink & Leif Babin, The Compound Effect by Darren Hardy, and Buy Back Your Time by Dan Martell Pillars of Wealth: 1. Freedom of Time 2. Freedom of Money 3. Freedom of Relationships Gary Harper is the founder of Sharper Business Solutions and a leading expert in business systemization and growth strategy. With over 20 years of experience, Gary helps entrepreneurs gain clarity, build strong teams, and implement systems that drive real results. His proven RISE framework has helped countless businesses scale effectively while maintaining balance. Gary is passionate about empowering leaders to grow businesses that support both financial success and a fulfilling personal life. If you would like to connect with Gary, you can connect with him through TikTok https://www.tiktok.com/discover/gary-harper,Instagram @official_garyharpe or https://sharperprocess.com If you would like to connect with Gary, you can connect with him through Instagram @official_garyharpe or https://sharperprocess.com Welcome to Pillars of Wealth Creation, where we talk about building financial freedom with a special focus on business and Real Estate. Follow along as Todd Dexheimer interviews top entrepreneurs, investors, advisers, and coaches. YouTube: www.youtube.com/c/PillarsOfWealthCreation Interested in coaching? Schedule a call with Todd at www.coachwithdex.com Listen to the audio version on your favorite podcast host: SoundCloud: https://soundcloud.com/user-650270376 Apple Podcasts: https://podcasts.apple.com/.../pillars-of.../id1296372835... Google Podcasts: https://podcasts.google.com/.../aHR0cHM6Ly9mZWVkcy5zb3VuZ... iHeart Radio: https://www.iheart.com/.../pillars-of-wealth-creation.../ CastBox: https://castbox.fm/.../Pillars-Of-Wealth-Creation... Spotify: https://open.spotify.com/show/0FmGSJe9fzSOhQiFROc2O0 Pandora: https://pandora.app.link/YUP21NxF3kb Amazon/Audible: https://music.amazon.com/.../f6cf3e11-3ffa-450b-ac8c...

In this episode of The Wealthy Practitioner Podcast, Steph interviews Draye Redfern, founder of Redfern Media and Fractional CMO for 8 Figure brands. From growing his family's insurance agency to $40 million in annual sales before selling to Berkshire Hathaway, Draye shares how he built multiple successful ventures while maintaining non-negotiable family priorities as a husband and father. Draye breaks down his ANCHOR framework and reveals the five KPIs every business owner must track to scale profitably, while delivering powerful insights on creating "forcing functions" that make you wildly more productive, the art of saying no to opportunities that don't align with your values, and how bringing your kids into your entrepreneurial journey creates generational impact. Be sure to listen if you're looking to improve your marketing systems, understand what critical marketing mistakes you may be making, and want to start building a business that serves you and your family. 00:00 Introduction to Draye Redfern 00:38 Marketing His Family's Insurance Business 03:13 What is a Fractional CMO and Why Your Business Needs One 07:00 The 5 Critical KPIs Every Business Owner Must Track 09:56 Marketing Mistakes That Are Costing You Money 14:28 Finding Harmony in Entrepreneurship and Family Life 19:06 AI, Acquisitions, and What's Next for 2025 21:09 Conclusion and How to Connect with Draye Stay in touch with what's happening inside The Wealthy Practitioner & join our Facebook group here: https://www.facebook.com/groups/434424630787977/. If you'd like to stay connected with Draye Redfern, visit his website at https://drayeredfern.com/. Plus, follow him on social @drayeredfern. Instagram: https://www.instagram.com/drayeredfern/ Facebook: https://www.facebook.com/DrayeRedfern/

In this episode, host Pete Moore sits down with Mary Laudati, a seasoned sales and marketing leader with deep roots in the HALO (Health, Active Lifestyle, Outdoor) space. From her days leading the sales group at Sports Club LA to her current role as a consultant working with top clubs across the U.S. and internationally, Mary shares her insights on building effective sales strategies, leveraging cutting-edge software like Salesforce, and creating a powerful culture of member engagement and retention. She provides boots-on-the-ground, immediately actionable tips on using data, recording sales calls, and mystery shopping to pinpoint where clubs are leaving revenue on the table—plus, the importance of strong onboarding and personal connections to keep members coming back. Mary also discusses the latest trends in CRM technology, club operations, and the shift toward shared memberships and referral models. Whether you're a club owner, sales team leader, or just passionate about the business of the HALO space, Mary's advice on finding—and keeping—members is pure gold. On early member retention, she states, "Those three months are crucial . . . for those clubs that don't have salespeople, not only do you want to embrace the incoming (they've got to follow up and make a lot of phone calls), but they also have to check on the new members and look at their attendance to make sure that they're coming in." Key themes discussed Importance of sales strategies and processes in health clubs. Customizable CRM/software solutions for sales and retention. The critical role of training and investing in your employees. KPIs, net growth, revenue, and retention. Mystery shopping and call recording for sales team improvement. Enhancing member engagement, onboarding, and relationship-building. Shared membership/referral programs to boost membership and loyalty. A few key takeaways:  1. Sales Process Needs Structure and Ongoing Evaluation: Mary emphasized that many clubs claim to have a strong sales team, but more often than not lack strategies, scripts, or KPIs. She underlined the importance of having sequential, process-driven systems and regular evaluation—often through recording, analyzing calls, and “mystery shopping” the current experience. 2. CRMs and Custom Software Are Game-Changers: A major part of the episode centers around the critical need for effective, customizable CRMs. Mary championed Salesforce for its adaptability, noting her experience implementing it at Millennium Partners. She highlighted recent successes helping clubs (like Powerhouse Gyms in Novi, MI) leverage technology to understand their numbers, coach their teams, and boost revenue. 3. Training and Investment in People Drives Revenue: Laudati strongly advocates investing in employee training alongside technology. She's seen clients who paired software adoption with robust training, and realized up to 25% growth year-over-year. She's a believer in hands-on onboarding, coaching, and ensuring team members are held accountable—not just to sales, but to ongoing member engagement. 4. Retention is as Critical as Acquisition: Both Mary and Pete stressed the importance of looking beyond just new member acquisition to also address attrition. Laudati recommends clubs track net growth (sales minus cancels), invest in the early months of a member's journey, proactively reach out to disengaged members, and create meaningful connections (a la “Cheers,” where everyone knows your name!) 5. Shared Memberships and Ongoing Engagement are Winning Strategies: Highlighting clients like Bay Clubs, Laudati also talked about the explosion of shared or referral-based memberships and how they can create instant community and value. She noted the value of actively integrating new members into programs or group activities (think personal training, group ex, or even pickleball) during the crucial first three months to help maximize retention. Resources:  Mary Laudati: https://www.linkedin.com/in/mary-laudati-89206232 Mary Laudati Sales Consulting: https://www.marylaudati.com   HALO Talks 2 Minute Financial Drills (Videos): https://bit.ly/2minutedrills  Prospect Wizard: https://www.theprospectwizard.com  Promotion Vault: http://www.promotionvault.com HigherDose: http://www.higherdose.com

As a high-performing CEO or founder, you track revenue, churn, and margins — but are you tracking your health with the same precision? In this episode, Julian breaks down 11 biological KPIs every elite leader should monitor to multiply energy, focus, longevity, and impact. If you're building a billion-dollar business, your health is your billion-dollar asset. And today, you'll learn how to manage it that way.— Episode Chapter Big Ideas (timing may not be exact) —0:00 – Intro: Your health is your most valuable asset2:05 – Why leaders overlook their biology4:20 – KPI #1: VO₂ Max = Your Energy Output Capacity6:17 – KPI #2: HRV (Profit Margin of Resilience)8:01 – KPI #3: Blood Glucose & Metabolic Liquidity10:00 – KPI #4: Inflammation = Biological Churn Rate11:50 – KPI #5: Recovery Efficiency = Customer Acquisition Cost13:20 – KPI #6: Circadian Rhythm & Operational Efficiency14:55 – KPI #7: Mood & Mental Performance (Your Net Promoter Score)16:30 – KPI #8: Biological Age = Your Health Net Worth18:15 – KPI #9: Forecasting with Advanced Health Testing19:30 – KPI #10: Health Panels = Your Board Reports21:00 – KPI #11: Relationships & Longevity (Your Emotional Infrastructure)22:40 – 3 Common Blind Spots for High-Achieving Leaders24:30 – How to implement this without overwhelm25:00 – Final thoughts & your next steps— Key Quotes — "Optimal health is the ultimate leverage instrument. It's your infrastructure for every decision you make.”"Most CEOs don't crash because they're lazy — they crash because they're unmeasured.”"You track churn and revenue…why not inflammation and VO₂ Max?”— Connect with Julian and Executive Health —LinkedIn — https://www.linkedin.com/in/julianhayesii/Ready to take your health, leadership, and performance to the next level? Book a complimentary private executive health diagnostic call with Julian Hayes II. Link below. https://calendly.com/julian-exechealth/chemistryWebsite — https://www.executivehealth.io/***DISCLAIMER: The information shared is not meant to treat or diagnose any condition. This is for educational, informational, and entertainment purposes. The content here is not intended to replace your relationship with your doctor and/or medical practitioner.

Lex speaks with Ali Niknam, CEO and founder of Bunq, a leading European neobank. Ali shares Bunq's journey from its founding during the financial crisis to becoming Europe's second-largest neobank. The conversation explores Bunq's user-centric philosophy, innovative products, and unique organizational design. Ali discusses overcoming regulatory challenges, prioritizing cultural values, and fostering accountability within teams. The episode also examines the complexities of the European fintech landscape and Bunq's mission to revolutionize banking by focusing on user needs and continuous improvement. MENTIONED IN THE CONVERSATION Topics: Bunq, ING, Revolut, Betterment, Synapse, TransIP, Fintech, banking, crypto, neobank, challenger bank, culture, Europe, VC ABOUT THE FINTECH BLUEPRINT 

What if the fastest way to grow your team... is to stop hiring?

Join hosts Daniel McCraine and Patricia Reszetylo for a lively, insightful discussion on this “Just Us” episode of It's The Bottom Line that Matters. With Jennifer out for the day, Daniel and Patricia tackle a topic that challenges many business owners: efficiency versus quality. Do you have to choose one over the other, or is there a way to achieve both?From fast-food giants to five-star restaurants, and quick-turn oil change shops to custom commissioned art, our hosts break down how different industries prioritize or balance efficiency and quality—and why finding your unique balance is key. They dive into real-world examples, share practical strategies (like process prep and SOPs), and explore how relationship and consistency can be part of your business's “bottom line.”Whether you're a restaurant owner, a lawyer, a builder, or just want your business processes to run smoother without sacrificing what matters most, this episode is packed with actionable ideas and fresh perspectives. Walk away inspired to look for efficiency gains in your business—without compromising on value or customer experience.Listen in, and discover why, at the end of the day, it's the balance (not the trade-off) between efficiency and quality that really matters.Daniel McCraine and Patricia Reszetylo are the dynamic duo guiding listeners through the ebbs and flows of business decision-making on “It's The Bottom Line That Matters.” In this episode, the spotlight is on just the two of them, as they expertly navigate the often-misunderstood divide between efficiency and quality in business.Daniel McCraine serves as host, leading the conversation with thoughtful scenarios and practical business examples. He brings a keen analytical perspective, drawing from experience in training and process optimization, and is always searching for ways that businesses can marry efficiency with quality—whether in fast food, fine dining, or even legal and construction industries.Patricia Reszetylo, co-host, brings her own rich background as both an interviewer and creator of systems, sharing insights from her days in the equestrian world and her hands-on experience with SOPs (standard operating procedures). Patricia's approach is grounded and savvy, always focusing on setting and maintaining quality standards while never losing sight of the importance of relationship and consistency in customer experience.Together, Daniel and Patricia offer relatable stories, real-world examples, and practical advice, challenging business owners to think creatively about balancing speed, cost, and the customer experience—always remembering that, at the end of the day, “it's the bottom line that matters.”Keywords - efficiency, quality, business owners, customer service, product choices, service choices, business model, McDonald's, five star restaurant, KPIs, speed, process improvement, oil change industry, customer expectations, price differentiation, restaurant turnover, food prep, systematization, automation, pre-built houses, construction efficiency, deck building, legal services, client intake process, SOPs, standard operating procedures, consistency, relationship management, time management, balancing efficiency and quality, customer experience 

Daniel Dippold, Gründer von EWOR, gibt dir Einblicke in den Aufbau eines der selektivsten Founder Fellowships Europas. Mit mehr als 100 Millionen Dollar Funding teilt Daniel, wie EWOR aus 50.000 Bewerbungen die besten 30 Fellows pro Jahr auswählt. Er erklärt, warum mathematische Modelle in der Gründer-Selektion wichtig sind, wie man ein hochperformantes Team aufbaut und warum EWOR sich bewusst als Venture und nicht als Fonds versteht. Mit bereits einem Unicorn im Portfolio nach nur zwei Jahren zeigt Daniel, wie EWOR durch die drei Säulen Attraction, Selection und Amplification systematisch die nächste Generation von Milliarden-Dollar-Unternehmen aufbaut. Was du lernst: Gründer-Selektion & Bewertung: Die drei Säulen erfolgreicher Gründer: Obsession, Resilienz und unfaire Vorteile Wie EWOR aus 50.000 Bewerbungen die Top 30 Fellows auswählt Die Bedeutung von empirischen Daten in der Gründer-Evaluation Organisationsaufbau: Die drei Kernbereiche: Attraction, Selection, Amplification Wie man mathematische Modelle für Organisationsentwicklung nutzt Die Bedeutung von OKRs und KPIs im Venture-Building Team & Kultur: Warum Top-Performer nur mit anderen Top-Performern arbeiten Die Bedeutung von psychologischer Kompatibilität im Team Wie man ein hochperformantes Team aufbaut und führt Produktivität & Führung: Daniels System für persönliche und organisatorische Produktivität Die Bedeutung von regelmäßiger Reflexion und Anpassung Wie man als Gründer konsistent Progress demonstriert Investment & Skalierung: Warum EWOR sich als Venture und nicht als Fonds versteht Die Bedeutung von Evergreen-Strukturen für langfristigen Erfolg Wie man ohne klassisches Board erfolgreich skaliert ALLES ZU UNICORN BAKERY: https://zez.am/unicornbakery  Mehr zu Daniel: LinkedIn: https://www.linkedin.com/in/danieldippold  Website: https://www.ewor.com/  Die bisherigen Folgen mit Daniel & Mike gibt's hier: Join our Founder Tactics Newsletter: 2x die Woche bekommst du die Taktiken der besten Gründer der Welt direkt ins Postfach: https://www.tactics.unicornbakery.de/  Kapitel: (00:00:00) So kannst du EWOR trotz 50k+ Pitches noch begeistern (00:06:38) Trustaufbau & Beweisarbeit für die Zusammenarbeit mit EWOR (00:16:41) Wie beweist man zwischen den "Marktschreiern", dass man nicht nur laut, sondern auch gut ist? (00:20:59) Softskills & die Qual der Wahl: Wie findet EWOR die 30 besten aus 50k? (00:26:49) Darum geht EWOR nicht den klassischen Fonds-Weg (00:38:30) Daniels Learnings & Überraschungen aus mehreren Zehntausend Gründungen (00:49:48) Daniels Einordnung der KI-Bubble in die aktuelle Marktsituation (00:54:58) Die Balance zwischen alter Begeisterung & neuen Ideen (01:01:23) Wie entscheidet Daniel über Informationsbeschaffung? (01:06:01) So funktioniert EWOR als Organisation (01:17:17) Daniels Productivity-System

What happens when one of the most beloved product-led growth (PLG) companies in the world starts thinking like an enterprise software giant?In this episode of That's What I Call Marketing, I sit down with Emma R, Global Head of Demand at Canva, to explore the company's fascinating evolution—from a self-serve tool for creatives to a serious enterprise-grade platform used by the world's biggest brands.We discuss:*Why B2B marketing needs more emotion and less jargon*How Canva blends fun with functionality (yes, even for the C-Suite)*The role AI is playing across both product and marketing workflows*How the team is navigating the shift from bottom-up adoption to top-down enterprise sales*What marketers can learn about testing, localisation, and scaling with culture*This one's packed with sharp thinking, practical lessons, and a few great stories 02:32 – Intro: Canva, Creativity, and Conor's Fan Moment04:32 – Emma's Tech & Marketing Journey (From Salesforce to Canva)06:32 – Falling in Love with the Product: Why it Matters in Marketing08:17 – From Rap Launches to Enterprise Strategy: Bold Moves in B2B10:32 – Why B2B Marketing Needs a Human Touch12:02 – Understanding the Modern Buyer Journey (Gen Z, Self-Serve, TikTok)13:32 – Test, Learn, Scale: What Works and What Doesn't15:32 – How Canva Uses AI Internally (And Where It Adds Real Value)18:32 – The Shift to Enterprise: New Teams, Skills & Sales Models21:17 – Product-Led Growth vs Enterprise Motion: Why Both Matter24:32 – Changing Perceptions: Canva as a Serious Enterprise Tool26:32 – KPIs, Pipeline, and the Role of Brand in Driving Growth28:02 – Local vs Global: Cultural Nuance and International Rollout32:32 – Why Localisation Really Matters34:32 – What's Next for Canva Hosted on Acast. See acast.com/privacy for more information.

In Folge #82 des Originalteile-Podcasts erwartet euch eine der außergewöhnlichsten Lebensgeschichten, die je im Originalteile-Podcast erzählt wurden. Ellen Frauenknecht war das Gesicht der deutschen Wirtschaftsberichterstattung - von Bloomberg TV über CNBC bis zur ARD-Tagesschau berichtete sie live von den Weltfinanzmärkten. Millionen kannten ihr Gesicht, wenn sie vom Frankfurter Börsenparkett sendete. Doch 2018 änderte ein eigentlich geplanter Entspannungsurlaub in Indien alles. Was als Wellness-Trip gedacht war, wurde zur größten Lebenswende: Ellen entdeckte rein zufällig die 5000 Jahre alte Vedanta-Philosophie und fasste eine radikale Entscheidung. Sie kündigte ihre TV-Karriere und zog für fünf Jahre nach Mumbai, um an einer Philosophie-Akademie zu studieren. Ellen nimmt uns mit auf ihre Reise - von ihrer Kindheit in Heilbronn (inklusive legendärer Intershop-Erinnerungen) über die wilde Bloomberg-Zeit im London der späten 90er bis hin zur inneren Transformation in Indien. Sie erklärt, warum sie vom Millionenpublikum zu 20 Menschen im Zoom-Call wechselte und dabei glücklicher wurde als je zuvor. Heute vermittelt Ellen mit "The Wisdom Workout" jahrtausendealte indische Weisheit für moderne Probleme. Von Emotionssteuerung bis Burnout-Prävention - sie übersetzt komplexe Philosophie in praktische Lebenshilfe. Besonders spannend: Wie sich Prinzipien aus ihrer erfolgreichen Bloomberg-Zeit mit Vedanta-Lehren decken und warum gerade intelligente Menschen oft Opfer ihres eigenen Verstands werden. Ein Gespräch über den Mut zu radikalen Entscheidungen, die Suche nach dem Sinn jenseits äußeren Erfolgs und warum wahre Gelassenheit erlernbar ist. Plus: Einblicke in Heilbronns Club-Geschichte und die Frage, ob Erleuchtung messbare KPIs hat. Retreat-Info: Das im Gespräch erwähnte Herbst-Retreat findet vom 13.-16. November am Chiemsee statt, ist aber bereits ausgebucht. Bei Interesse für die Warteliste oder zukünftige Infos: team@thewisdomworkout.com Weblinks & Social Media von Ellen Frauenknecht: Web: https://www.thewisdomworkout.com Newsletter: https://www.thewisdomworkout.com/thewisdompulse YouTube: https://www.youtube.com/@TheWisdomWorkout Instagram: https://www.instagram.com/thewisdomworkout/ TikTok: https://www.tiktok.com/@the.wisdom.workout Audio: Philipp Seitz (www.philipp-seitz.de) Werbung wegen Namensnennung Unterstützer und Möglichmacher ist das Autozentrum Hagelauer als Premium-Freund dieses Podcasts! Neuwagen und Elektromobilität vom #HeilbronnerOriginal gibt's hier: www.hagelauer.de Infos zu den neuen Fahrrädern: www.bhbikes.com/de_DE«

In dieser Folge spreche ich mit Dr. Jochen Kurtz, Vice President Group Performance Management & Sustainability Reporting bei BASF SE, über die marktorientierte Steuerung der Nachhaltigkeitstransformation. Das Interview führte ich direkt nach seinem Vortrag auf dem Congress der Controller 2025 in München. Jochen Kurtz erklärt, welche Kernbotschaft er mit seinem Vortrag "Enable our Customers' Green Transformation" vermitteln wollte und welche zentralen Herausforderungen Unternehmen bei der marktorientierten Steuerung ihrer Nachhaltigkeitstransformation meistern müssen. Wir diskutieren ausführlich die veränderte Rolle des Controllers als „Enabler“ und welche neuen Kompetenzen in diesem Kontext heute gefragt sind. Ein wichtiger Schwerpunkt des Gesprächs liegt auf den konkreten Kennzahlen und KPIs, die sich bei BASF als besonders aussagekräftig für die Steuerung der grünen Transformation erwiesen haben. Jochen Kurtz teilt praktische Beispiele, wie es gelingt, ökologische Ziele mit wirtschaftlichen Zielen in Einklang zu bringen und zeigt auf, welche digitalen Lösungen bei BASF zur Unterstützung neuer, grüner Geschäftsmodelle eingesetzt werden.

Managing and growing a multi-office practice is no small feat. Today, we're joined by returning guest, Dr. Robert Levin, Founder and CEO of Levin Group, to take a closer look at how to do it right with 10 tips for success in a multi-location setup. Dr. Levin begins by explaining the challenges of having a large and varied referral base. Then, we discover what oral surgeons can learn from orthodontists, marketing recommendations for multi-office practices, tracking and analysis difficulties, and debunking common cost and money-related myths. We also assess the best practices for communication, the importance of partner and stakeholder agreement, the necessity of consistent management performance analysis, and the importance of having adequate and efficient systems in place across multiple locations. Plus, Dr. Levin shares his thoughts on the curse of high IQ, what we can do to overcome it, and how the career stage of individual doctors affects the entire multi-office setup. Tune in for practical strategies to strengthen and scale your multi-location practice!Key Points From This Episode:The challenges of having a large and varied referral base. Orthodontics as a leading economic indicator, and why this matters for oral surgeons.  Marketing recommendations for multi-office practices. Why tracking and analysis get more difficult with more than two locations. Overheads, debunking common money-related myths, and the role of office managers.Best practices for improving communication in a multi-office setup.How agreeing with partners and stakeholders influences a practice's effectiveness.Management performance analysis: staying on top of your KPIs. The importance of having efficient systems in place.Unpacking the curse of high IQ and how to avoid this particular pitfall. Reasons to pay attention to the career stages of each doctor at every location. The inevitability of failure and how to quickly realign.Links Mentioned in Today's Episode:Dr. Roger Levin on LinkedIn — https://www.linkedin.com/in/roger-levin-69ab744/ Levin Group, Inc. — https://levingroup.com/ Levin Group, Inc. on YouTube — https://www.youtube.com/@LevinGroupInc American Association of Orthodontists — https://education.aaoinfo.org/ How The Mighty Fall — https://www.jimcollins.com/books/how-the-mighty-fall.html Everyday Oral Surgery Website — https://www.everydayoralsurgery.com/ Everyday Oral Surgery on Instagram — https://www.instagram.com/everydayoralsurgery/ Everyday Oral Surgery on Facebook — https://www.facebook.com/EverydayOralSurgery/Dr. Grant Stucki Email — grantstucki@gmail.comDr. Grant Stucki Phone — 720-441-6059

Dalton Albertson, Marketing & Business Development at LAD Dental Group, and Brad Lenos, the company's COO, take you behind the scenes of an 11-location Indiana network that began as a single Kokomo practice in 1978 and grew into a dental powerhouse—almost derailed by one bad lease. In Wabash they under-priced a brand-new build by $200,000, a cautionary tale for anyone who thinks location costs are just another line item.They confront the brutal truth of today's “dollar milkshake” economy, where owning real estate feels like a hedge against global liquidity—but inflated rents can turn thriving offices into cash hemorrhages. Their battle over whether to buy or lease has become the most controversial debate in multi-site healthcare real estate, and their lessons apply equally to med-spa operators, veterinary networks, and wellness chains.You'll hear how converting from cash-based to accrual accounting ripped away hidden write-offs, exposed distorted KPIs, and forced every hire to carry new financial accountability. In a 4 % unemployment market where staff wages have doubled while insurance reimbursements stayed flat, they reimagined benefit packages, reconsidered seven-day schedules, and doubled down on airtight 30/60/90-day reviews.At the heart of their success lies ruthless execution and radical candor. Free snacks did nothing to stop turnover, but a culture built on unyielding follow-through and consistent training transformed every department into a margin-savvy machine. If you're scaling any service-based business, this episode hands you the real-estate playbook and leadership blueprint to dodge nine-figure mistakes and build teams that last. Stream now on YouTube or LinkedIn, and visit LADDental.com to see how a single square foot can make or break your next expansion.If you need help finding the perfect location or your ready to invest in commercial real estate, email us at admin@leadersre.com Sign up for a FREE vulnerability analysis and lease renewal services View our library on apple podcasts or REUniversity.org. Connect on Facebook. Commercial Real Estate Secrets is ranked in the top 50 podcasts on real estate

In this compelling episode, host Bradley Hamner sits down with Mark Crowley, bestselling author of "Lead from the Heart" and the upcoming "The Power of Employee Well-Being: Move Beyond Engagement to Build Flourishing Teams." Mark shares his revolutionary approach to leadership, drawing from 25 years of successful business leadership and 15 years of cutting-edge research on what truly drives employee performance.Mark C. Crowley is a pioneering leader and bestselling author leading a revolution in workplace leadership. With 25 years in the competitive financial services industry, he rose to national roles and was named Leader of the Year for his emotionally connected, heart-centered approach. His book "Lead from the Heart" (2011, second edition 2023) is now taught in eleven universities worldwide. His new book, "The Power of Employee Well-Being," will be released September 30, 2025.Connect with Mark CrowleyWebsite: markccrowley.comBook: "The Power of Employee Well-Being: Move Beyond Engagement to Build Flourishing Teams" Pre-order: https://markccrowley.com/the_power_of_employee_well-being/Previous Book: "Lead from the Heart" https://markccrowley.com/book-2/Podcast: "Lead from the Heart" (ranked in top 1.5% globally) Listen here: https://markccrowley.com/podcasts/Thanks to our sponsors...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 when you visit www.blueprintos.com!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.

In this episode of the Investor Fuel podcast, host Michelle Kesil speaks with Scott Snofke from REI Printmail about innovative strategies in direct mail marketing for real estate. Scott emphasizes the importance of tracking key performance indicators (KPIs) to optimize marketing efforts and ensure client success. He shares insights on the challenges of data management in real estate, the effectiveness of direct mail in generating leads, and the significance of building strong client relationships. The conversation highlights the need for a customer-centric approach and the value of personalized service in the industry. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Is Your Business Focused on the Right Numbers? Not all metrics are created equal—and if you're tracking the wrong ones, you could be missing key opportunities for growth. Real success comes from measuring what truly impacts your bottom line. In this week's episode, Next Level Business Coaches Bob Larkin and Darrel Yashinsky dive into the […] The post Top 10 Critical KPIs for Contractors: Part 2 first appeared on My Contractor University | Dashboard.

Send us a textIn this final episode of our commission salon business mini-series, Todd and Jen break down how their roles as salon owners have evolved over time—and what it really takes to build a sustainable commission-based business.From systems and structure to trust, delegation, and team culture, this episode is packed with real-world insight and hard-won lessons. Whether you're just starting or scaling up, this is a must-listen.

If nearly half your team is pretending to work, the real problem isn't laziness—it's leadership. When your mission is fuzzy, KPIs are unclear, and communication is inconsistent, your team isn't engaged—they're surviving. And most leaders make it worse by tightening control instead of building culture. In this episode, we break down how to fix the disengagement at its roots—starting with how you hire, how you lead, and how you design the systems your team runs on. You'll also hear: How “productivity theater” forms—and how to stop directing it The hiring mistake that kills accountability from day one Why the 5 C's are the missing link between clarity and ownership How Human Needs Theory reveals what your team is really missing Why AI isn't here to replace your team—it's here to give you back the bandwidth to lead them  Ready to stop managing and start leading? Get the tools to build a self-led team at AIbusinessscalingblueprint.com/boost

Mark MacLeod sits down with fitness coach Greg Newlands to explore the critical importance of health and wellness for high-performing entrepreneurs. As a coach to successful business leaders, Greg shares his expertise on how CEOs can optimize their physical and mental performance through strategic fitness and nutrition practices. The conversation dives deep into the four key pillars Greg focuses on with clients: daily step count, weigh-ins, calorie tracking, and protein intake. Greg emphasizes the power of resistance training for maintaining muscle mass and a high metabolism as we age, allowing entrepreneurs to sustain energy and productivity. The episode also covers practical tips for creating boundaries and implementing strategic breaks throughout the workday to avoid burnout. Greg provides actionable advice on nutrition, recommending whole foods and explaining the roles of protein, carbs, and fats in achieving peak performance. Whether you're a startup founder looking to boost your energy or an executive aiming to optimize your health, this episode offers valuable insights to help you perform at your best. Tune in to learn how treating yourself like a "high-performance Formula One car" can transform your business and life.00:53 Health: The CEO's Secret Weapon05:23 Comeback Kings: Fitness Redemption Stories09:37 Sleep: The Sacrificial Startup Lamb16:59 Burnout: Recognizing the Warning Signs20:59 KPIs for Your Body33:05 Urgency vs. Boundaries: Finding Balance38:16 Outsourcing Meals: Fueling Success Effortlessly48:50 Sobering Up: Energy and Productivity Boost56:13 Startup CEO Show: Until Next TimeSince 1999, I have sat at the right-hand side of the leaders of high growth technology companies as either a CFO, VC or deal maker. I served as CFO for software companies including Shopify (NYSE: SHOP) and Freshbooks. As a CFO I experienced outright failures, wildly profitable exits, and everything in between.I was a General Partner in Real Ventures, Canada's largest and most active seed stage fund. My investments there include the fund's largest cash on cash and highest IRR returns to date. Most recently, I founded SurePath Capital Partners the leading investment bank for SMB SaaS companies where we did hundreds of millions in financing and exit transactions.Connect on LinkedIn: https://www.linkedin.com/in/themarkmacleod/Contact Mark: https://markmacleod.me/

In the Enterprise, there is a spectrum forming of aggressive adopters and passive resistors to AI usage. While there are no best practices yet, C-suites are pushing. So what are you waiting for?SHOW: 940SHOW TRANSCRIPT: The Cloudcast #940 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW SPONSORS:[DoIT] Visit doit.com (that's d-o-i-t.com) to unlock intent-aware FinOps at scale with DoiT Cloud Intelligence.[FCTR] Try FCTR.io (that's F-C-T-R dot io) free for 60 days. Modern security demands modern solutions. Check out Fctr's Tako AI, the first AI agent for Okta, on their website[VASION] Vasion Print eliminates the need for print servers by enabling secure, cloud-based printing from any device, anywhere. Get a custom demo to see the difference for yourself.SHOW NOTES:AI Eats the World (Benedict Evans)East Meets West 2025 (keynote presentation) The State of Consumer AI (2025 - Menlo Ventures)WHEN SHOULD YOU START ENGAGING WITH AI?Nobody wants to be told what to do; and everyone wants guidance on what to do[Experience from watching adoptions in the Enterprise]No job has ever been safe in the long runAI is like every new technology, it has a steep and long learning curve. But the beginning seems pretty easy. Nobody knows AI best practices at this pointNobody knows good AI KPIs at this pointNobody understands AI costs at this pointThe “older” generation can build on their existing domain experienceThe “younger” generation has always figured out new ways to work, be creativeEven CEOs aren't the ultimate boss - the market, boards, peer pressure, etc. - they will push trends, sometimes without all the dataFEEDBACK?

Have you ever wondered why you can spend hours playing video games but struggle to work on important life goals for even 30 minutes? What if you could harness that same engagement for your most meaningful pursuits?  In this captivating conversation with gamification pioneer Yu-Kai Chou, we uncover the hidden psychology that makes games so irresistible and learn how to apply these same principles to transform our work, habits, and lives.  Yu-Kai shares his remarkable journey from being a self-described "nerdy student" who spent thousands of hours leveling up game characters to becoming a world-renowned expert who has helped organizations like Google, Tesla, and the World Bank drive billions in business results through behavioral design.

A cassette tape + a dream = a Bluetooth radio + a wealth mindset.

A cassette tape + a dream = a Bluetooth radio + a wealth mindset.

"The business works because of you, but it doesn't work without you." - This is the Rainmaker's Dilemma.This episode concludes a multi-part series exploring the journey from Rainmaker to Architect in business ownership. Bradley breaks down the fundamental definitions and characteristics that distinguish these two business operating styles, providing clarity on concepts that form the foundation of sustainable business growth.Join us for The 2 Day MBA August 12th-13th, 2025 when you save your seat at https://mba.blueprintos.comThanks to our sponsors...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 when you visit www.blueprintos.com!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.

Retail won't save you and free samples won't land the deal. In this episode, I'm joined by retail strategist and former grocery buyer Allison Ball to bust some of the biggest myths about getting your product on shelves. From the real cost of sampling to the metrics that actually matter to retail buyers, this conversation is a must-listen for any founder dreaming of Whole Foods or Target. If you've ever wondered how to pitch without losing profit or how to compete when big brands dominate the shelf space, this one's for you. What You'll Learn: Why free samples often backfire (and what to do instead) The buyer psychology founders overlook and how to build for it What a pitch deck really needs (hint: it's not fancy design) The KPIs buyers care about and how to align your business around them The difference between in-store and online storytelling—and how to win at both How to build brand pull-through before ever landing retail About Allison Alli Ball is the founder & CEO of Food Biz Wiz and the creator of Retail Ready®, an online program that has provided strategic support, curated curriculum, and values-aligned community for over 3,000 producers of packaged products in the food industry.  As a former grocery buyer-turned-wholesale consultant, Alli has helped thousands of emerging brands understand what it takes to get on the shelf and have high sales once you're there. Find her on her website here or on Food Biz Wiz®, her award-winning podcast about wholesale strategy, which contains a library of 250 episodes. Connect with Allison Allison@alliball.com Website: www.foodbizwiz.com Instagram: @foodbizwiz LinkedIn: https://www.linkedin.com/in/aball/  Facebook: https://www.facebook.com/foodbizwiz  Food Biz Wiz Podcast: www.alliball.com/foodbizwiz ✨JOIN THE CONVERSATION: Get Weekly Strategic Insights on building Obsession-Brands:  Subscribe to brand growth journal.  ✨ CONNECT:

Most founders don't aunch their company to become glorified payroll managers—they set out to change something. Yet somewhere between startup adrenaline and scaling stress, culture became the after-thought, the “soft stuff” we'd get to someday. In this episode of The Becoming You Show, Leah tears up that tired playbook and insists that culture is strategy—the invisible architecture that determines whether your big idea flies or flat-lines. We'll explore: The Culture Void: what predictably happens when you try to scale without a living, breathing framework for culture (hint: drama, rework, and energy leaks). Accountability, Unfiltered: why accountability ≠ blame or micromanaging, and how our misunderstanding of it sabotages results in both life and business. From KPI to KBI: how Key Behavior Indicators supercharge traditional metrics, aligning daily actions with the energetic essence of your mission. The Power-Hour Blueprint: Leah's proven method for embedding culture and accountability into a 60-minute weekly cadence that fuels sustainable scalability—not white-knuckled growth. Abundant vs. Scarcity Energy: how dialing in KBIs shifts your team from “have to” to “can't-wait-to,” creating momentum you can actually enjoy. If you're ready to stop managing people and start unleashing their capacity, grab your earbuds. Culture isn't a department—it's the strategy that turns promise into performance.   Watch: https://youtu.be/o7M9vHv9eMU

What if every step of your patient's journey—not just your care—felt extraordinary? In this episode, Michael sits down with Santosh Patel for a deep dive into building a practice where being obsessed with patient experience is the rule, not the exception. From the very first online interaction to the moment patients step out the door, you'll discover how reputation and practice growth thrive when you exceed expectations at every touchpoint.Together, Michael and Santosh uncover the real-world challenges that often separate intention from impact, such as misaligned messaging, outdated office systems, and the disconnect between online presence and in-person encounters. You'll hear practical strategies for transforming first impressions, converting inquiries into appointments, leveraging technology, and instilling a team-wide obsession with patient experience. Drawing on examples from world-class brands and healthcare innovators, this conversation provides a blueprint for building—or reinventing—a truly patient-centered practice from the ground up.What You'll Learn in This Episode:The hidden gaps in patient experience that could be costing your practice trust and growthHow to seamlessly align your website, ads, and in-office experience for a unified brandProven methods for converting patient inquiries into booked appointmentsWhy empathetic communication and confident call handling lead to higher conversionsThe impact of role-playing and staff training for delivering consistent excellenceThe most important KPIs for measuring true patient satisfaction—not just reviewsTips for designing a patient-focused culture from scratch, borrowing lessons from top hospitality and service brandsAction steps to ensure every team member—from front desk to clinical—is invested in the patient journeyInsights into upcoming industry events and resources for ongoing learningHit play now to discover practical steps for creating a practice patients rave about—and a team that takes pride in every interaction.‍Sponsors:‍CareStack: Modern, Secure, Cloud-Based Dental Software for Growing Your Practice! With state-of-the-art features including Online Appointments, Integrated Payments, Text Reminders and more. Click the link here for a special offer: thedentalmarketer.lpages.co/carestack‍Guest: Santosh PatelBusiness Name: Complete Specialty SolutionsCheck out Santosh's Media:‍Website: completespecialty.comWebsite: subscribili.comLinkedIn: linkedin.com/in/santosh-patel-8849a013CareStack Inner Circle Event‍Download the Patient-Obsessed Practice Blueprint for FREE today! (A step-by-step guide to implement everything Santosh talked about today.)‍Host: Michael AriasJoin my newsletter: https://thedentalmarketer.lpages.co/newsletter/‍Join this podcast's Facebook Group: The Dental Marketer Society‍Love the Podcast? Let Us Know How We're Doing on Apple Podcasts!

Your people can make or break your studio. Building a standout team is critical to protect your business. And that doesn't just happen automatically, y'all.    Make sure you're firing on all cylinders in Episode 668: The Secrets to a High-Performing Team with Coaches Caroline Plambeck and Matt Hanton.    Prioritize prep: draft an org chart and job descriptions with specific KPIs  Recruit selectively: hire for culture and train for skill – you can't force fit Train to retain: templatize a comprehensive onboarding process Touch base: create agendas for 1:1s and team meetings; invite feedback  Hand out shout-outs: celebrate wins, share successes and give rewards    It takes a thoughtful commitment and ongoing efforts to nurture a stellar team. If it feels overwhelming, start with one step, then add on. Get all the insider tips in Episode 668.    Catch you there,   Lise   PS: Join 2,000+ studio owners who've decided to take control of their studio business and build their freedom empire. Subscribe HERE and join the party! www.studiogrow.co www.linkedin.com/company/studio-growco/  

Send us a textIn this episode of the Private Practice Survival Guide, we discuss the key performance indicators (KPIs) that private practice owners should track when evaluating Total People Expense (TPE). We explain how to analyze fixed vs. variable costs, calculate expense-to-revenue ratios, and measure employee productivity to ensure your staffing costs align with overall business goals. The episode also explores how to use KPIs to identify inefficiencies, optimize workforce allocation, and improve profitability. By consistently tracking these metrics, you can make smarter staffing decisions that support long-term financial stability. 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

SUMMARY: In this episode,Terryn and Aaron dive into the critical topic of metrically measuring your team's performance using Key Performance Indicators (KPIs), a cornerstone of the Entrepreneurial Operating System (EOS). They explore how to create meaningful KPIs that align with job descriptions, org charts, and business goals to drive accountability and success.   This episode includes practical steps for building KPIs, starting with clear job descriptions that outline measurable outcomes. Terryn shares insights on using tools like the Gap Analyzer to inventory team responsibilities and identify gaps or overlaps, ensuring every role has 3-5 core duties tied to trackable metrics. They emphasize the importance of integrating KPIs into quarterly evaluations (like EOS's 5-5-5 framework) and scorecards to maintain clarity and focus.They also tackle common pitfalls, such as visionary leaders chasing KPIs without a clear purpose or overloading scorecards with too many metrics. From leadership-level scorecards tracking financials, sales, and customer support metrics to department-level KPIs, the hosts highlight the need for simplicity and relevance.   Tune in for actionable strategies to implement KPIs effectively, avoid “chasing the same hamster around the wheel,” and commit to an operating system that transforms your business. Visit gapanalyzer.com for tools mentioned in the episode, and join us next week for more operations expertise!   Minute by Minute: 0:00 Introduction 2:29 Starting with job descriptions 5:40 Are you gonna keep it on a scorecard? 8:56 What are the key factors behind KPIs? 13:16 What KPI's should end up on a score card 20:55 Bonuses tied to completing rocks

What do you get when you mix a plumbing biz, a power couple, and a whole lot of hustle? This episode with Maggie and Andrew Wille of Platinum Plumbing delivers the real story behind building a business together, from raising kids to managing KPIs. Andrew shares how plumbing chose him, and Maggie opens up about trading her Fortune 250 career for the chaos and fulfillment of entrepreneurship. They talk yard signs as performance metrics, why EOS changed the game, and how setting boundaries (like Maggie's sacred summer day off) keeps their family and business strong ❤️. Whether you're building a team or building a life—this one's for you!   Additional Resources: Connect with Andrew on LinkedIn Connect with Katie Donovan Follow Camp Digital on LinkedIn Learn more about Camp Digital Join The ARENA - a CSTG Community! Chad on LinkedIn Chad Peterman | CEO | Author Peterman Brothers Website More on PeopleForward Network Follow PeopleForward Network on LinkedIn    Key Takeaways: Yard signs, reviews, and stickers offer simple but powerful insight into team performance and customer happiness. EOS brought clarity and structure to their fast-growing business. Communication is key when business and marriage intertwine.

Thanks to our Partner, NAPA Autotech TrainingIn this thought-provoking episode, Matt Fanslow draws parallels between the tragic failures of the Titan submersible and the Space Shuttle Challenger and the common pitfalls in the automotive aftermarket industry. He discusses how ignoring expert advice, dismissing data, and letting ego drive decisions can lead to catastrophic consequences—whether in deep-sea exploration, space travel, or running a repair shop.Matt reflects on the importance of heeding warning signs, fostering a culture of curiosity, and making data-driven decisions to ensure business success and safety. He also shares insights on leadership, accountability, and the dangers of the Dunning-Kruger effect in automotive repair.Key Topics Discussed:The Titan Sub TragedyHow ignoring engineering warnings led to disaster.The dangers of cutting corners for cost savings.Parallels to shops ignoring best practices in repairs.The Challenger DisasterOverlooking expert concerns for the sake of progress.The human cost of preventable failures.Ego & Ignoring Data in the AftermarketWhy shop owners/managers dismiss KPIs and expert advice.The dangers of "This is how we've always done it" thinking.Case studies of shops that succeed vs. those that struggle.Dunning-Kruger Effect in Automotive RepairHow overconfidence leads to mistakes.The importance of continuous learning and humility.Leadership & AccountabilityWhy fear and ego hold businesses back.How to foster a culture of improvement.Final Thoughts & TakeawaysThe importance of data-driven decisions.Encouragement to seek training and mentorship.Notable Quotes:"Ignoring warning signs—whether in deep-sea exploration or auto repair—leads to failure. The data is there; we just have to look at it.""Ego and fear are the two biggest roadblocks to success in this industry.""If your shop is struggling, the first question should be: Are we ignoring the experts and the data?"Thanks to our Partner, NAPA Autotech TrainingNAPA Autotech's team of ASE Master Certified Instructors are conducting over 1,200 classes covering 28 automotive topics. To see a selection, go to napaautotech.com for more details.Contact InformationEmail Matt: mattfanslowpodcast@gmail.comDiagnosing the Aftermarket A - Z YouTube Channel Subscribe & Review: Loved this episode? Leave a 5-star review on Apple Podcasts and SpotifyThe Aftermarket Radio Network: https://aftermarketradionetwork.com/Remarkable Results Radio Podcast with Carm Capriotto: Advancing the Aftermarket by Facilitating Wisdom Through Story Telling and Open Discussion. https://remarkableresults.biz/Diagnosing the Aftermarket A to Z with Matt Fanslow: From Diagnostics to Metallica and Mental...

Tiff and Kristy talk about revisiting those goals your practice set at the beginning of 2025, and if you're falling short, discuss how to get back on track. 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 back here today. I've got Kristy with me. You guys know I love podcasting with the consultant team and I love each of them for something very, special. Kristy, you are my gal that, like, I feel like we can talk about anything. Always be on the same page. You riff with me very easily.   And you always, always, always, I have to value this and appreciate it at the end. If I ever ask you for anything I missed, you always catch something and always have a pearl of wisdom. And I just think it's really, really, one, talented. Like not everyone can do that or think. A lot of people get like stressed, especially podcasting. And two, it just makes me really, really excited for your clients because I know you just operate in that way.   You're always thinking of like, my gosh, what else can I add? What value can I bring? And your clients are just insanely lucky to have you as a consultant. And your previous clients I know are just always checking in with you and they're always asking those simple questions or those hard questions. And Kristy, think it's just really cool. You're an insanely special human. So thank you for being here. Thank you for being a part of our team.   I hope you understand and know how valued you are, the Dental A Team, and just personally and professionally.   Kristy (01:25) Absolutely. Thank you. I'm honored to be here and be a part of ⁓ changing dental lives. ⁓   The Dental A Team (01:26) Yeah.   Thank you. And   just so everyone knows who's listening, podcasts are not like super easy. Recording podcasts can be a little daunting. And that was even before we had to do it by video. And I think about this a lot, actually, because it just, I think it's so funny. This is kind of like cell phones. We're going go on a little small little tangent because I think it's hilarious. I remember way back in the day when we were like,   bricks with these giant cell phones. We were like, this is stupid, like, why it needs to be small? So we had this little tiny flip phone that you really couldn't do a lot on, right? Because it was so small, but it was small. We wanted small and compact. And then we went to a BlackBerry and it was like, this is a whole computer and I can do my emails. And then we went small again. We like keep going back and forth and back and forth. And now, know, iPhones got it pretty well dialed in, but it's so much bigger than my cell phone was in high school. And I think about this a lot because   I think we go forward and backwards in life constantly. This is no different than that. Because you remember, I remember Brody was little and I used to do Beachbody coaching. I loved it. It was just like a past life that I absolutely loved. The fitness industry, the fitness world is my passion. But I remember we used to get on Facebook Live or we do YouTube videos and we were like, hey guys, this is how you make this cake or whatever it was.   And then we removed the video aspect, right? And that's when podcasts got popular and podcasts were not video. Podcasts were strictly just talking. And I remember Dana and I, or Britt and I, like get together and we could see each other, but it wasn't being recorded. So we could come however we wanted to look. It was just like, come as you are. We're only here for the voices. And then now, then we added the video back in and I'm like, wait, like we keep going backwards. Now I feel like we're doing YouTubes all the time. So.   Anyways, my small tangent there is like going forward and then coming backwards and feeling like you're making progress, but then technology pulls us back a little bit. And I think that we do that in life and personal life. We do that in habits. We're like, so good. The 30 days sugar detox, like I'm doing so good, right? We get to 28 days and we're like, but just a little bit won't hurt. I just want a little sugar. And we're like, dang it. Now we're sliding backwards or whatever the   I think we do that a lot in life and it doesn't have to be technology. It can just be habits. It can. It can be anything in some some places. A place that I see it a lot is within our goals within a company that only team has company goals. We we do the same thing over here. Every business is business is what I always say. We've consulted eye doctors and chiropractors and like business is business. I talked to.   You know, my financial advisor about his business structure, he's like, help me with the CPAs, whatever. Business is business and we all move forward and fall back and move forward and fall back. And today, Kristy, I thought it might be beneficial kind of being mid-year-ish to do a check-in on that. I know we do it with all of our clients, but making sure even non-client doctors who are here, business owners who are listening, that you know that this happens. This is...   This is life. Like we're back on video. Here we are. This is life. And we go forward and then we fall backwards. But no matter what, there's always a space to move forward again or move forward more. If you didn't fall backwards, you move forward more. There's always that space and there's always that availability. And oftentimes we get to this space in the year, June to like August timeframe, and we haven't looked at our trajectory very often.   in and maybe we look and we're like, ⁓ heavens, Tiff, like, I'm like 300 grand short of what I wanted to hit this year. And Kristy, how many times have you had a doctor call you just like, this is it, we got to change my goal. We've got it. We're not doing three million. We're doing 2.7. And you're like, no, we're not doing that. Yeah, like, no, we are not here for changing goals. We're here for pushing forward.   And I thought it would be fun for us to really take a look at that today and figure out how can you know that you're on or off track? And when you're off track, what do you do to get back on track? Now, Kristy, ⁓ what do you have your clients doing? And what have you always, you've worked with, you've consulted for a while. what have you always had your clients doing to stay, not even to stay on track, but just to know where they are. Like how do we know our baselines in business?   Kristy (06:15) Yeah, well first off, I always like to start the year projecting out our year, right? So looking at what we did last year and creating a goal with growth on top of it and projecting that out for the future. But then also when we do that,   ⁓ taking it and chunking it down. So we may have a big goal and starting the beginning of the year, if our goal is three million, that can be so daunting, right? And I think we all have to remember.   The Dental A Team (06:44) Mm-hmm.   Kristy (06:47) Yeah, we always have to keep our eye on the prize, but we need to also chunk it down. And you made a very good point about it being June. And my mind went to thinking back to the beginning of the year and how we're really excited, thinking of like starting school even. Your first year in college, I'm a freshman and I'm all gung-ho and I'm ready to study and I have these habits. And then all of a sudden we start to fall back in routine. remember,   The Dental A Team (07:05) Yeah.   Yeah.   Kristy (07:17) that each day is a new day to start over. But to your point...   Right now, we have our big goal and maybe we have a sheet with a thermometer or however you want to fill it and make sure we're always keeping our eye on that prize, but go smaller. Go to your month view, go to your weekly view, then go to your daily view and chunk it down because it makes it so much more doable and we resist the urge to change the goal then because we can look and see where we're at.   The Dental A Team (07:33) Yeah.   That's nice.   Kristy (07:49) and what we have to do to get back on track.   The Dental A Team (07:53) Yeah, I love that you said that like scale it back. Look at what the different layers are and then always looking at if you added these layers together now, does it equate to where you need to be? And something you said, Kristy was massive. Like I think so many doctors get into the year and like I'm going to do three million this year and then that's it. And it's like divide three million by 12. That's what we're hitting every month. And then we just go month by month by month.   But if we're not looking at our leads, our lags and our current, then we get lost in the shuffle. And Kristy, I think that's what you're saying, right, Cheon? Get back and know and then always look at what we've accomplished and where we have left to go. Not June to August timeframe can be seriously pivotal in making or breaking those goals, because if you now look at January to June and you say, OK,   What did I, what have I done? What is my year to date production so far? And then subtract that from your yearly goal and you're going to see your gap, right? So that's what you have left to do this year. Sometimes you might look at that and you might see your $300,000 short. That sounds massive, right? You're like, holy cow. Well, let's divide that by how many months we have left this year. Doesn't mean we throw in the towel and we're done. We say, okay,   If I'm going to do this, how do I get this done? And again, what you said, Kristy, it's mid year, but we're doing the same thing. We're doing the same thing that we did at the beginning here. We're just reevaluating and reassessing where we have left to go. So a lot of times, you know, I've had dentists that were like a hundred grand short, even at the end of the year, we look at it and we're like, oh my God, we barely missed it. Well, let's look at where we missed it. Why did we miss it? What happened?   to get us to this point? And how do we make sure that this doesn't happen again? And typically it's been missed somewhere during that year where it was like we were short 25 grand on this month, we were short 25 grand on this month, and we were short 10, 10, like whatever it equates to, right? But it's like those add up so quickly that we tend to miss them. So if you get to that mid-year and you say, okay, this is what I have left, let's reassess.   and look at how long do we have. Kristy, something I do get asked a lot is, well, what do we do when doctors are like, let's take this vacation time? Or I've got associates who are like, oh, guess what? Next month, I've got CE and I've got this and I've got office managers and doctors that are calling me and pulling out their hair. And they're like, I have a goal, but how am I supposed to hit this? So Kristy, what do you suggest when they are off?   goal, they're off track, they've got how much ever money that they need to make up and then they've got something looming, some sort of maternity leave or something we just didn't really account for. How do you have your doctors really account for that and put it back into their goals?   Kristy (11:02) Yeah, I love that we're talking about this subject and I know we tend to talk about, you know, bridging the gap when we're behind and we'll certainly talk about that because many times it's that but...   Also, don't forget to celebrate if you're ahead, you know? And so celebrate if you're ahead, but not just celebrate, take a look at what you did to get there so you can repeat those processes, right? And to your point, if we are behind, take a look and chunk it down. What would it take to bridge that gap? And if I have providers looking for time off,   The Dental A Team (11:28) you   Kristy (11:37) Factor that into the equation. If we're behind already and we take this much time off, what now will the gap be? So for associates, for owner doctors, ⁓ it may not be easy to find a temp for them, but for hygiene, it's very easy to say, if we're ahead, do I really need to find a temp? Because we're ahead in our goal. Or,   The Dental A Team (11:44) Okay.   Yeah.   Kristy (12:02) Do I need to find a temp because we're behind   in goal? So it helps you make those strategic decisions. ⁓ with that being said, for owner doctors and associates, if we're behind, can we add in anywhere? Could we add one more hour to the day or could we work a Friday versus taking it off? What would that do in order to take that week off? And or can we change our block scheduling?   The Dental A Team (12:19) Yeah.   turn.   Kristy (12:32) some bigger rocks. Take our mind back to during COVID when we only did emergency treatment. It's okay if we push a filling off here or there if it means adding that big rock so we can make up for the loss, right? It's not that we're not going to do the filling, but could we put it in a month where we're already at goal, if you will.   The Dental A Team (12:39) Yeah.   Yeah,   yeah, I think those are really great points and something you said there was like work the Friday instead of not working made me think of I do have an office that does a few offices that do this, but one particular does really well at looking ahead one to three months consistently, if not further. But they're always looking at OK, if we want to as an office, take this time off or if we have to take this time off for CE or whatever, are there days in the month that were closed that we could open to make up that production?   And think that's massive. And again, like you said, I'm going to mimic it. You like definitely celebrate when you're ahead and then look at what does that mean? Now, something I do steer away from, and I know, Kristy, you do too, is changing the goal because you're ahead. So that doesn't mean next month you do 120 instead of 160. It just means great. We've got padding for if we need to utilize that. So if the time comes, I know I had a practice in February that by March they were like,   How are we so short? When they looked at it, they had hygienists that had called out sick. They had an associate dentist that was out for a week. They had a hygienist that was on surgery. They lost almost $60,000 just in like crazy schedule happenings that they weren't truly prepared for. And so that can happen at any point. So if you're ahead and then you get to November and it's like, wow, this is kind of crazy.   you can account for that. if you get to December and you're so far ahead that you're like, hey, actually, like, we're going to take two weeks off or we're canceling everything for two weeks because we're good. You want to be able to have those flexibilities. so, Kristy, I think it's brilliant the way you have them constantly looking at them. So your practices are always looking at their KPIs, their measurables of where have we gone? Where are we trying to get to? And what do we need to get there so that we can constantly strategize and figure out   a new route for that. Now, what do you suggest if we're, I don't know, say $300,000 short, whatever, a hundred, I don't care how much it is, but we're getting towards the time of year, we tend to forget this, that June to August timeframe is a good time to look at your goals because September to December can get a little wild, in my opinion, within dentistry. So if they're a little bit short here or a lot of it short,   What do you usually suggest to the doctors going into that kind of holiday season, which is freaking around the corner, which is crazy. How do you suggest that they start really preparing for that?   Kristy (15:22) No.   Yeah, well, number one, I like to start preparing early. A lot of people think, you know, we hit the September, September, right? And prepare early because we plant those seeds, right? And it doesn't have to be that way. So number one, looking at our unscheduled treatment, you know, who can we re-enroll that has already been in and we just haven't started treatment on?   The Dental A Team (15:36) huh.   Yeah.   Kristy (15:52) There's so many different avenues that we can start to look at and really with the goal of getting our patients healthy, tap into those resources. Or we have patients within our own schedule coming in that have unscheduled treatment. How could we add more on what we're already doing? Because we already have them here, you know, and capture more. The other thing that I was going to say, Tiff, is I do have a lot of doctors that are willing to work through a lunch hour.   The Dental A Team (16:00) Go.   That's a good point.   Kristy (16:19) You know, I know that's not gonna win fans with team probably, yet if we're behind on goal and we all are part of the goal, could we still honor lunch hours with team, but maybe we rotate through so we don't have to add another day, but just simply adding that procedure during lunch if it works for the team, you know? So there's so many different avenues, but if we fail to look at it, then we're already behind the game. But again, to your point,   The Dental A Team (16:19) Yeah.   Yeah.   Mm-hmm.   Kristy (16:47) starting now to start preparing for the end of the year and talking about what we have to do to bridge that gap, but tap into the resources we already have with the patients we already have.   The Dental A Team (17:00) That's brilliant. Looking at your unscheduled treatment is massive. And something you said earlier, Kristy, I'm going to pull back into the space right now. You said, look at what you've done that's worked, right? So look at what has gotten you here. Whether you're where you want to be or not, things have worked. And that's the space that is often missed in life in general. We're really great at looking back and seeing what could I have done better to have gotten a different result. But we often forget to look at what am I doing right?   that's producing the right result so that I can repeat that. And when you're looking at your unscheduled treatment, one, if you don't have a lot of unscheduled treatment but you don't have a full schedule, we need to look at diagnosis and new patients. So that's a space. And when you're not hitting goals, those are all spaces that we forget to look at. Often we're just like tackle the same day treatment, which works if you're diagnosing the treatment.   if you're getting the patients into the practice that need treatment. So a lot of times we might be behind goal and we might miss that there's something more underlying. It might be lost in marketing. It might be lost in the right new patients. I know I've got practices that are like, we're getting a ton of new patients, but they're clean patients. Fantastic. I love healthy mouths. I want everybody to have a healthy mouth, but I need dirty mouths. need unhealthy mouths.   to feed the production. And so being able to get that good mix takes a lot as well. So Kristy, to your point, like, are we celebrating the things that we're doing really well? And then the things that maybe aren't working to move the needle, are we really diagnosing what's truly going on there and tackling the root cause? A lot of times it's within the new patients, it's within the processes. If you've got a ton of outstanding treatment and it's not selling, why? Why aren't patients accepting?   If you don't have a ton of treatment and you don't have a full schedule, why? Is it under diagnosis or is it a lack of right patients? know Trish has a client right now. I've had the luxury of watching her consult this client and it's just been a lot of fun to see her take his, what's the word I want, like his, what are you seeing, his view and just shift it.   his attention, right? So he was getting the new patients, probably not as many as we'd love, but he wasn't focusing really heavily on the diagnosis, but wanted higher case acceptance, blah, blah, blah. So she really helped to shift. And Kristy, I've seen you do this too, shifting that focus back into, we looking at full mouth or did we get stuck on something? I've seen doctors do this where they're like, I'm going to do implants.   So we're only looking for implants and we're missing fillings. We're missing the like GP stuff that I know you don't want to do right now, but it's what fills the schedule. so, Kristy, to your point, really looking at what's working so that we can repeat that and diagnosing what's not working so that we can shift that and make massive impacts. Because sometimes I think that the money is missing because we've got something else is missing and we're maybe not focusing on the right things.   Kristy (20:14) Yeah, I love that you said that and you know something else that came to mind when you were talking is so many times we're looking at the dirty mouth, right? And healthy infected mouth or whatever but on our healthy patients It's a great time to take a step back to and say hey Is there anything you don't like about the shape size color of your teeth? So many doctors want to do cosmetic dentistry, but we never talk about it, right? So it's a great opportunity to also celebrate the healthy patient. my gosh, you've been coming for five   The Dental A Team (20:38) Yeah.   Kristy (20:44) years and haven't had a cavity, keep doing what you're doing at home, and this is a great time. Is there anything you'd like to change about your smile, right? And just by asking some questions, you could probably drum up more ⁓ treatment in your chair right there.   The Dental A Team (20:46) Yeah.   That's a brilliant idea. I do love that. You do well. This is what I'm talking about, you guys. I said it at the beginning. Kristy's like, yes, and I love that. And I use that. You say that a lot, Kristy. Words are insanely valuable and important, I think. And you say yes, and a lot. And I've noticed I've started doing that. So thank you for giving me that habit. But it's true. You're constantly thinking like, yeah, for sure, healthy patients. And you can still help your healthy patients in different ways. So Kristy, thank you for always having   that extra nugget, always thinking like, yeah, for sure. And also, this is what you could do. So, Kristy, I think it's invaluable. Our listeners, I know, picked up on it as well. And your clients, again, they're just, all of our clients are so lucky, but your clients are truly lucky to have you. you guys, I think our biggest action items, go look at your numbers, go look at where you are, where you're going, and what you need to do to bridge that gap to get there.   This is the perfect time of year to really prep the rest of the year and look at what are you offering your patients? Are you offering them everything? Like Kristy said, are we looking at healthy patients too and saying, hey, what else could you want to do? What else do you want to do? Are we looking at those options as well? Are we super focused on something right now? It's broaden your focus, change the game and figure it out guys. As always, Kristy, thank you so much for being here. Thank you for the invaluable information.   And listeners, thank you for being here. Whether you're a current client, a future client, or just here to listen, like you guys are so valuable to us and I hope that you really truly feel that from us. If there's anything we can do to help you, to support you, or guide you, Hello@TheDentalATeam.com. Again, if you're not a newsletter subscriber, know that there's a slew of information in there. We write almost all of the newsletters from the consultant side ⁓ and we answer a lot of the emails that come through or the social.   requests and engagement over there too. So thank you everyone. Kristy, thank you and you guys will catch you next time.