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“I speak ‘corporate' and ‘angel'—KPIs by day, Archangel Michael on speed dial.” Catherine Mulligan—corporate executive by day, intuitive by design—joins Jane and Sarah to talk angels, guides, and the very practical side of “woo.” From a childhood rescue by her guardian angel to supporting colleagues through illness, Catherine shows how Spirit fits inside a KPI-driven life (and how boundaries make the magic sustainable). We meet Maggie, the delight-powered “joy guide,” learn the Champagne Tower of Light visualization, and unpack energy hygiene that's as routine as brushing your teeth. Catherine shares the origin story of her weekly Rosary Club (open to all traditions), why doubt is a precipice on the way to God (thanks, Rumi), and how to keep your field clear, your service high, and your ego humble. If you've ever wondered how to trust your guidance, set better spiritual “hygiene,” or pray for real-world results—this one's your lighthouse. Intuition scales everywhere. Spirit fits beautifully inside a KPI world when you set intention, boundaries, and personal responsibility. Medium vs. Intuitive. Catherine works a wider “radio dial”—angels, guides, and loved ones—especially for life crossroads and clearing. Trust is a muscle. Doubt isn't failure; it's training. (“Doubt is a precipice on the way to God.”) Energy hygiene = daily habit. Ground, clear, protect—like brushing teeth. Golden hula-hoop, violet flame, and “disco-ball bubble” all help. Champagne Tower of Light. Invite Source light into every cell, overflow, and clear what's not for the highest good—30 seconds to 30 minutes. Boundaries are love. Compassion ≠ carrying. Don't take on what isn't yours; say yes only to highest-good work. Pray like a human, receive like a saint. Rosary Club is open to all (not just Catholics); nothing is too big or too small to bring. Ask for signs. Songs, buses with wolves, license plates—clear, specific, playful confirmations arrive when you ask. Keep the vibe high. Gratitude and intention stabilize your field so low-grade energy can't “hook” in public or at work. DPS: Divine Positioning System. Everything can point you back to God/Love; discernment keeps you out of spiritual “war” and in spiritual skill. “Doubt is not a detour; it's the precipice that leads you closer.” “Energy hygiene is non-negotiable. You wouldn't skip brushing your teeth; don't skip clearing your field.” “Compassion doesn't mean carrying. Boundaries are holy.” “God is either everything or nothing—so let every moment point you back to love.” “Ask for a sign. Spirit loves a clear brief.” Catherine's Rosary Club Instagram Druid Rising Catherine Mulligan Way of the Rose by Clark Strand & Perdita Finn Medium Curious Website: MediumCurious Jane's Website: Jane Morgan Medium Sarah's Website: Sarah Rathke Podcast Instagram: @MediumCuriousPod YouTube: @mediumcurious VerySoul.com
What happens when the nation's most successful law firm owners debate where the legal industry is headed next? As part of the “Road to the Summit”, a special series ramping up to the 2025 Game Changers Summit this November 12–13, we're revisiting some of the most powerful conversations ever featured at our events. In this encore episode of The Game Changing Attorney Podcast, we revisit the Law Firm of the Future panel live from the 2022 Game Changers Summit, where Michael Mogill sits down with Alexander Shunnarah, Anthony Johnson, Bob Tharp, and Eric Chaffin for an unfiltered conversation about the forces reshaping the legal industry and what it takes to lead in the next era. Here's what you'll learn: Why Wall Street's arrival in legal services could transform how firms grow and compete How to use data, KPIs, and culture to strengthen your firm's foundation before outside investors do What it takes to future-proof your business in an era of automation, consolidation, and client-driven expectations The future of law isn't waiting — it's already here. Are you ready to lead it? ---- Show Notes: 03:04 – Anthony Johnson explains why the legal industry's lag in adopting technology will soon give way to rapid automation and smarter processes. 04:44 – Alexander Shunnarah shares how private equity and ABS investment are already reshaping the legal marketplace. 05:35 – Bob Tharp urges firm owners to overcome their fear of KPIs and treat data as the foundation of every decision. 06:32 – Eric Chaffin reveals how “doing good by doing right” became his firm's rallying call and culture cornerstone. 08:19 – Anthony Johnson breaks down why data has surpassed oil in value and how information drives better firm strategy. 10:22 – Bob Tharp predicts the end of the billable hour and explains why clients will demand flat-rate pricing and cost transparency. 17:18 – Alexander Shunnarah discusses his firm's evolution from pre-litigation to a full trial practice — and why brand integrity matters. 19:58 – Eric Chaffin shares a deeply personal story of overcoming adversity, proving that humility and vulnerability are essential to leadership. ---- Links & Resources: Alexander Shunnarah Trial Attorneys Anthony Johnson Bob Tharp Eric Chaffin Rocket Lawyer ---- Do you love this podcast and want to see more game changing content? Subscribe to our YouTube channel. ---- Past guests on The Game Changing Attorney Podcast include David Goggins, John Morgan, Alex Hormozi, Randi McGinn, Kim Scott, Chris Voss, Kevin O'Leary, Laura Wasser, John Maxwell, Mark Lanier, Robert Greene, and many more. ---- If you enjoyed this episode, you may also like: 372. The Surprising ROI of Doing the Right Thing with Chaffin Luhana 204. Alexander Shunnarah — The Thin Line Between Success and Failure 57. Bob Tharp — 1% Better Every Day
Most people think real estate is all numbers and spreadsheets.Buy low. Sell high. Track your KPIs.That stuff matters. But that's not what keeps your business alive.Dr. Sheri and I break down the actual numbers and edge behind a $2M flipping business.It's how you lead better and survive even when the market takes a dip.Predictable deal flow is a non-negotiable.And there are 2 off-market deal sources many flippers overlook that are COMPLETELY FREE…On November 10th - 13th, I'm going to show you my 6-step system to get 100s of off-market deals sent to your email inbox every week on autopilot for free.I call it the Blackbox Challenge. Because, on a mission, the black box is the one thing that always survives.It records every system, every action, every outcome.That's exactly what I've done for you in the Blackbox Challenge.Join the 4-Day Blackbox Challenge Starting Nov. 10th >>Catch you later!LINKS & RESOURCES1,000 FREE Seller LeadsGet your first 1,000 seller leads FREE from our partner BatchLeads and start closing deals immediately. CLICK HERE: http://leads.getbatch.co/mztQkMr7 Figure Flipping UndergroundIf you want to learn how to make money flipping and wholesaling houses without risking your life savings or "working weekends" forever... this book is for YOU. It'll take you from "complete beginner" to closing your first deal or even your next 10 deals without the bumps and bruises most people pick up along the way. If you've never flipped a house before, you'll find step-by-step instructions on everything you need to know to get started. If you're already flipping or wholesaling houses, you'll find fast-track secrets that will cut years off your learning curve and let you streamline your operations, maximize profit, do MORE deals, and work LESS. CLICK HERE: https://hubs.ly/Q01ggDSh0 7 Figure RunwayFollow a proven 5-step formula to create consistent monthly income flipping and wholesaling houses, then turn your active income into passive cash flow and create a life of freedom. 7 Figure Runway is an intensive, nothing-held-back mentoring group for real estate investors who want to build a "scalable" business and start "stacking" assets to build long-term wealth. Get off-market deal sourcing strategies that work, plus 100% purchase and renovation financing through our built-in funding partners, a community of active investors who will support and encourage you, weekly accountability sessions to keep you on track, 1-on-1 coaching, and more. CLICK HERE: https://hubs.ly/Q01ggDLL0 7 Figure Real Estate Ready RoomUse this proven blueprint to launch and grow your real estate investing business. Step-by-step video course takes you through everything you need to know… and we'll jump on WEEKLY workshops to break down each step with you LIVE! Think of it like getting a master's degree in tactical real estate investing for a fraction of the cost. CLICK HERE: https://7figureflipping.com/ready Connect with us on Facebook and Instagram: @7figureflipping Hosted on Acast. See acast.com/privacy for more information.
KPIs on Marketing KPIs on Outbound Sales KPIs on Inbound Sales
In this episode of Behind The Numbers With Dave Bookbinder, Dave is joined by change facilitator and organizational alignment expert Erica Wexler to explore how companies can eliminate unseen barriers that slow performance, reduce trust, and stall transformation. Erica breaks down why disconnects between leadership and employees often stem from assumptions rather than clarity – and how redefining accountability as measurable action, not a label, transforms outcomes. She introduces her SHIFT framework (Social, Hybrid, Innovative Efficiencies, Feedback & Flexibility, Training & Time) and explains how systems thinking and applied neuroscience can be used to drive sustainable change.
The Future of Insurance Sales is HEREhttps://agencycoachai.com This is the first and only 24/7 AI-powered sales coaching platform built exclusively for insurance professionals.
In this episode of the Above the Business Podcast, host Bradley Hamner sits down with leadership expert Muriel Wilkins to discuss her new book, Leadership Unblocked: Break Through the Beliefs That Limit Your Potential. Muriel shares her unexpected journey from aspiring CMO to executive coach, and reveals why leading yourself is the foundation of leading others effectively.Connect with Bradley:1-1 Game Plan Call: Begin building your business blueprint when you schedule your Game Plan Call at https://blueprintos.com.Bradley's company, BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass or book your Game Plan Call when you visit www.blueprintos.com!Connect with Muriel WilkinsWebsite: MurielWilkins.comBook: Leadership Unblocked - Available wherever books are soldLinkedIn: Muriel WilkinsInstagram: @CoachMurielWilkinsThanks to our sponsors...Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we're just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we've got you covered. Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Make sure you mention you heard about us on the Above The Business podcast to get 50% off your one time onboarding fee!Autopilot Recruiting helps small business owners solve their staffing challenges by taking the stress out of hiring. Their dedicated recruiters work on your behalf every single business day - optimizing your applicant tracking system, posting job listings, and sourcing candidates through social media and local communities. With their continuous, hands-off recruiting approach, you can save time, reduce hiring costs, and receive pre-screened candidates, all without paying any hiring fees or commissions. More money & more freedom: that's what Autopilot Recruiting help business owners achieve. Visit https://www.autopilotrecruiting.com/ and don't forget to mention you heard about us on the Above The Business podcast.Direct Clicks is built is by business owners, for business owners. They specialize in custom marketing solutions that deliver real results. From paid search campaigns to SEO and social media management, they provide the comprehensive digital marketing your business needs to grow. Here's an exclusive offer for Above The Business listeners: Visit directclicksinc.com/abovethebusiness for a FREE marketing campaign audit. They'll assess your website, social media, SEO, content, and paid advertising,...
In this episode of the “Go Beyond Fundraising” podcast, we talk with Alyssa Boger, Executive Vice President of Client Experience, and Jennifer Lomax, Senior Executive Director of Direct Response at City of Hope, one of the largest and most advanced cancer research and treatment organizations in the U.S., to break down how annual giving can create scale, connect patient experiences with philanthropy, and help establish the foundation for sustainable growth. They discuss how hospital annual funds are more than just a line item – they're the engine that can fuel donor pipelines, nurture lifelong relationships, and drive transformational giving. From data-driven KPIs to stewardship strategies that honor every gift, discover why investing in annual funds isn't just good practice – it's essential for long-term mission impact.
"I'm struggling to let go of control as we grow. How do I trust my team without everything falling apart?"Elizabeth's question exposes the founder's dilemma: you can't scale by doing everything yourself, but delegation feels terrifying. James Johnson and Freddie Birley tackle the pendulum swing from idealistic trust to micromanagement - and how to find equilibrium.In this Post Bag episode, James and Freddie explore why founders feel out of control, why that drives destructive behaviors, and how to replace control with clarity and context. They unpack the myth of the perfect culture, why hiring the wrong person can actually be valuable, and what "structured freedom" really means.Together they unpack:Why founders swing from "no KPIs" idealism to micromanagement hellThe difference between controlling outcomes versus controlling inputsHow to replace control with clarity, context, and the right ritualsWhy hiring the wrong person can teach you what great actually looks likeThe culture choice: accepting you'll get burned sometimes versus controlling everything
In this episode of Lunch With Norm, Norm Farrar sits down with Ritu Java, CEO of PPC Ninja and one of the most respected voices in Amazon advertising to unpack how sellers can finally measure what matters with Amazon Ads. If you're drowning in reports, unsure which KPIs to actually care about, or wasting spend chasing vanity metrics, this episode is for you. Ritu breaks down: - The 3 most important metrics for Amazon ad performance - Why conversion rate is your #1 lever and how to improve it - How to use OA ratio (Organic to Ad ratio) to stop ad dependency - The difference between budget control vs. TACoS control - The halo effect and how Amazon attribution can mislead you - Real tactics to prevent leaky bucket ad spend - Plus: PPC quizzes, AI keyword analysis, CTR myths, and more! Ritu also shares how she's built over 100+ AI tools to streamline PPC workflows and explains how sellers can start automating smarter, not harder.
Ever wondered what it really takes to scale a recruitment agency from the ground up—and have the guts to walk away at the top? In this episode, Benjamin Mena sits down with Gregory Fischer, who built AMI Network to over $4M in gross margin and $1.4M EBITDA—then left it all to build a new agency his way, powered by offshoring, smarter processes, and AI.
B.D. interviews Stacey Brown Randall, who he likes to call the referral ninja.Feeling stuck when it comes to referrals? Want to finally unlock the secret to consistent, high-quality business growth—WITHOUT having to awkwardly ask or pay for leads? The “Referral Ninja” herself, Stacy, just dropped ALL the gold on our latest episode of Grow, Sell and Retire!Tune in as Stacy shares:
Im OMT-Podcast sprechen Mario Jung (OMT GmbH) und Nemo Tronnier (Social DNA GmbH) über die Erfolgsfaktoren im B2B Social Media Marketing – und liefern jede Menge Insights, die Dich als Online-Marketer direkt weiterbringen.
I'm Granger Forson, and you can find me at www.bizsmart-gloucestershire.co.uk or on LinkedIn. In this episode of ScaleUp Radio, I'm joined by Harry Shearer, co-founder of Shearer Associates, a Gloucestershire-based finance recruitment firm that's built its success on relationships, trust, and a strong local ethos. Harry shares how he and his mum, Claire, turned a simple “why not give it a go?” conversation in their garden into a thriving recruitment business serving Gloucestershire, Worcestershire and Herefordshire. Their approach is refreshingly personal in a world increasingly driven by KPIs and quick wins. Throughout our conversation, Harry reveals how Shearer Associates focuses on long-term partnerships, not transactions, and how that authenticity has become their defining advantage. We also explore how being small and family-run allows them to stay agile, adaptable and deeply connected to their community. Harry talks openly about the early challenges of balancing the excitement of growth with staying disciplined in the business fundamentals, from cashflow to marketing. You'll hear how structure, systems and the Pomodoro method keep him grounded and productive, even when the to-do list feels endless. Finally, Harry shares his reflections on leadership, learning from his mum's wisdom, and how authenticity on platforms like LinkedIn can transform client engagement. It's an inspiring story of humility, experimentation and growth, one that perfectly embodies the spirit of “Fix what bugs you” and “Just do it and find out.” To ensure you don't miss any inspirational future episodes do subscribe to ScaleUp Radio wherever you like to listen to your podcasts. Also, you can nominate a guest for ScaleUp Radio if you know someone with an interesting ScaleUp story – you can find how in the show notes. So, let's now dive into the inspiring journey of authenticity, trust and growth with Harry Shearer. Scaling up your business isn't easy, and can be a little daunting. Let ScaleUp Radio make it a little easier for you. With guests who have been where you are now, and can offer their thoughts and advice on several aspects of business. ScaleUp Radio is the business podcast you've been waiting for. If you would like to be a guest on ScaleUp Radio, please click here: https://bizsmarts.co.uk/scaleupradio/kevin Book a call with Granger - 30 minutes value add conversation for Business owners with Staff. https://api.goexela.com/widget/bookings/catchupgrangerugx7zl You can get in touch with Kevin & Granger here: kevin@biz-smart.co.uk grangerf@biz-smart.co.uk Kevin's Latest Book Is Available! Drawing on BizSmart's own research and experiences of working with hundreds of owner-managers, Kevin Brent explores the key reasons why most organisations do not scale and how the challenges change as they reach different milestones on the ScaleUp Journey. He then details a practical step by step guide to successfully navigate between the milestones in the form of ESUS - a proven system for entrepreneurs to scale up. More on the Book HERE - https://www.esusgroup.co.uk/ Harry can be found here: https://www.shearerassociates.co.uk/ Resources: Building A Story Brand by Donald Miller - https://uk.bookshop.org/p/books/building-a-storybrand-clarify-your-message-so-customers-will-listen-donald-miller/4099240?ean=9781400201839&next=t Atomic Habits by James Clear - https://uk.bookshop.org/p/books/atomic-habits-the-life-changing-million-copy-1-bestseller-james-clear/2458373?ean=9781847941831&next=t&next=t Brick - https://getbrick.app/ Outlook - https://outlook.live.com/ Brand Fathers podcast - https://open.spotify.com/show/2wgTQ7mXBngdiNzcJ2cUJZ Modern Wisdom podcast - https://chriswillx.com/podcast/
Welcome to the latest episode of L.I.F.T.S – your bite-sized dose of the Latest Industry Fitness Trends and Stories. In this episode, hosts Matthew Januszek and Mohammed Iqbal are joined by Dan Uyemura, CEO and Founder of PushPress, to explore how AI and technology are reshaping the fitness industry while keeping the human touch at the core. Key topics include: Why boutique gym owners remain optimistic despite economic headwinds. How AI tools like Gym Happy are changing client engagement. The balance between human-to-human connection and automation. Why churn and onboarding are the most important KPIs to track. How AI adoption differs across generations and what that means for gyms. The importance of trust, privacy, and protecting client data. Predictions on how AI will evolve in fitness over the next few years. Why execution matters more than optimism when running a gym. How community and culture will always anchor fitness experiences.
One of the greatest KPIs of spiritual maturity is use of words. In this episode we explore the power of the tongue and the power we have over it to stir our lives in the right direction.
In this powerful conversation, Phil Gerdes opens up about the evolution from building businesses driven by survival to leading with crystal-clear purpose. Phil shares his journey from being a 17-year-old entrepreneur knocking on doors to becoming a faith-based coach who helps leaders make internal shifts that transform their external results. This episode dives deep into what it really means to serve, how to transfer confidence across different areas of life, and why being "excuseless" separates true leaders from pretenders. Phil's raw honesty about his path from atheism to faith-centered business, combined with practical wisdom on presence and intentional living, makes this a must-listen for anyone ready to step into their highest influence.Episode Topics:The Evolution of Purpose: How Phil's driving force shifted from being "completely lost" at 17 to having absolute clarity about his purpose and callingService vs. Giving: Understanding the critical distinction between transactional giving and true service—and why the receipt for service is the act itselfConfidence Transfer: How to move confidence from areas where you're comfortable to new territories where you want to growExcuseless Leadership: Why successful leaders eliminate excuses entirely and the "die on the treadmill" mentality that separates achievers from pretendersFaith in Business: Navigating the intersection of faith and entrepreneurship, from real estate regulations to running a faith-based coaching companyThe Pause Principle: Why life happens in the pause—like the breath between inhaling and exhaling—and how to honor those momentsPresence as Practice: Practical ways to be fully present, from putting phones face-down at volleyball games to teaching kids about communication through real-world negotiationsThe Joseph Story: How strife and setbacks are God pulling the arrow back so you can fly farther than you ever imaginedInsights:"You'll never beat me on a treadmill because one of two things will happen: You're going to get off or I'm going to die." Phil's challenge to 150 people (and subsequent 35 one-arm push-ups against a D1 athlete) perfectly illustrates his philosophy of total commitment.Experience creates wisdom, not age. Phil dismantles the myth that clarity comes with age, explaining that intentional experience and how you receive each moment is what builds true wisdom.Confidence is earned by doing the thing without confidence first. The paradox of confidence: you need it to succeed, but you only get it by doing the work before you feel ready. The solution? Commit to systems so simple anyone could do them.Dreams happen when you're asleep; work happens when you're awake. Phil challenges the overplayed "what's your why" culture, arguing that purpose isn't manufactured at events—it's given through God or lived experience and demands faithful execution.Be a supporting cast member winning awards. You're not the main character in anyone else's life but your own. Your job is to serve exceptionally, not to demand the spotlight.If it doesn't fit the purpose and intention, say no—especially if money is the only reason you're considering it. Phil's current filter for opportunities ensures alignment over income.Phil Gerdes built his real estate career on execution, not theory—and now, he's built the system agents were missing. As founder of Shift Immersive Coaching, Phil delivers micro-level strategies that fuel macro-level growth. This isn't motivation. It's movement. Through SOPs, KPIs, and The Profitable Persuasion Method, Phil coaches agents...
Send us a textIn this episode of The AI Advantage, Matt sits down with Olga Karanikos, Chief Marketing Officer at SalesScreen, the AI powered sales gamification platform helping teams stay motivated, engaged, and data driven.Olga shares how gamification psychology can transform sales performance, from celebrating small wins to keeping teams focused on activity level KPIs. She and Matt explore the critical role of data visibility, why many sales leaders still measure the wrong metrics, and how AI can surface insights before performance dips too far.The conversation also dives into leadership in the age of automation, balancing efficiency with empathy, coaching middle performers, and avoiding AI dependency.Support the show
Are retailers leaving money on the table by treating retail media networks as just another advertising channel, rather than a strategic lever for growth and profitability?Agility requires a willingness to adapt and evolve strategies in response to real-time data and changing consumer behaviors. It also demands a commitment to iterative testing and optimization, allowing brands to continuously refine their approach to retail media.Today, we're going to talk about how advanced AI is transforming retail media networks, enabling more targeted, personalized, and ultimately, profitable campaigns.To help me discuss this topic, I'd like to welcome, Jeff Baskin, Chief Revenue Officer at Eagle Eye. Jeff, welcome to the show! About Jeff Baskin Jeff Baskin is an accomplished senior executive with a proven track record in the origination and management of strategic partnerships with multi-million dollar revenue outcomes. 4x successful exits including IPO and private equity acquisitions. P&L ownership and revenue responsibilities of over $150M. He builds and leads highly functional teams that deliver growth and high margins. He is a results driven leader with start – up, turn around and public company experience. A proven leader who has led teams in sales, business development, marketing, customer success, product implementation, solution engineering and all aspects of revenue generation.Jeff has a 25+ year portfolio of success in a diverse set of roles and a unique ability to manage cross functional relationships, analyze KPIs and navigate complex business deals to create long term partnerships. He has created deals with companies across many different verticals including omni-channel retail, grocery, restaurant / hospitality, sports and entertainment both direct and through channel partnerships. Jeff Baskin on LinkedIn: https://www.linkedin.com/in/jeffbaskin/ Resources Eagle Eye: https://www.eagleeye.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 Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/ 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
Presented by Fango Tickets: https://fangotickets.com/ The Gators pulled the plug. Stadium & Gale, Gators Breakdown, and Hightop Sports is live with instant reaction to Billy Napier's firing, where Florida stands mid-season, and who should be next. We're focusing on what's next for the Florida Gators, sorting real targets from message-board myths, and mapping the hire timeline. Panel Host: Dan Thompson, Stadium & Gale • Guests: Corry Knowles, Stadium and Gale; Dave Waters, Gators Breakdown; and Shelton Walker, Hightop Sports What we'll cover (tonight's scope) • Why now? Timing, AD lens, contract/buyout context, PR & donor dynamics • State of the Roster: QB/OL/WR, front seven/coverage, special teams; portal priorities • Recruiting/NIL Reality: class stability, flip candidates, position-by-position needs • Profile of the Next HC: scheme identity, staff building, portal acumen, development, NIL/collective alignment, Florida recruiting DNA • Target Board (Tiers): realistic fits vs. message-board myths; pros/cons; cost and leverage • Timeline & Watch Points: interview windows, agent cycles, portal deadlines, early signing period pressure • What success looks like (12–24 months): KPIs we'll track on the show all year
Renegade Thinkers Unite: #2 Podcast for CMOs & B2B Marketers
Most marketing books promise tips. Scalable Acts of Marketing shows you how to build a system that scales. Written after thirteen years of helping grow Service Express from $30 million to $350 million in ARR, Joshua Leatherman's field-tested guide blends a business fable with a hands-on playbook. In this episode, Joshua Leatherman (Cyderes) joins Drew to walk through how durable growth happens when marketing speaks in outcomes, earns executive trust, and runs one motion across brand, demand, sales, and success. He connects the fable's lessons to real-world moves inside growth-stage companies, laying out a playbook any marketing leader can use to build momentum that lasts. In this episode: How to shift from activities to outcomes that a CFO and CRO will back How to own pipeline with clear SQO definitions, shared attribution, and consistent follow-up How to stand up RevOps as “Switzerland,” with shared KPIs, fast handoffs, and five-minute speed-to-lead targets Plus: Why marketing must stay on the field after the first meeting How to use R&D (“rip off and duplicate”) to accelerate playbooks What to hire for right now: Curiosity, learning velocity, and accountability How authoritative content fuels discovery in an AI-led world If you're ready to build a marketing system that earns trust, investment, and results, this episode shows where to start! For full show notes and transcripts, visit https://renegademarketing.com/podcasts/ To learn more about CMO Huddles, visit https://cmohuddles.com/
In this episode, Bradley challenges the popular notion that business owners should be the "Chief Problem Solver" (CPS) of their organization. Instead, he argues that taking on this role keeps you stuck as the rainmaker and bottleneck in your business. Bradley shares a practical framework for empowering your team to solve problems independently while maintaining effective leadership.Actionable TakeawaysStop being the first point of contact for all problems in your organization.Implement the 1-3-1 framework with your team starting today.Train your team to be resourceful before coming to you.When you do provide answers, explain your reasoning to build their capability.Remove the "Chief Problem Solver" hat from your leadership closet entirely.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.Direct Clicks is built is by business owners, for business owners. They specialize in custom marketing solutions that deliver real results. From paid search campaigns to SEO and social media management, they provide the comprehensive digital marketing your business needs to grow. Here's an exclusive offer for Above The Business listeners: Visit directclicksinc.com/abovethebusiness for a FREE marketing campaign audit. They'll assess your website, social media, SEO, content, and paid advertising, then provide actionable recommendations. Plus, when you choose to partner...
Send us a textWhat if working with your spouse or sibling could be your unfair advantage instead of a constant tug-of-war? We sit down with women leading HVAC, plumbing, electrical, and home service companies to unpack the real playbook for thriving in business together: define lanes, plan ahead, price with confidence, and protect the parts of life that matter most.We start with the stories behind Anchor Heating and Air in Charleston, Rogers Heating & Cooling in Virginia, and High Five's evolution from plumbing into multi-trade services. Each journey highlights a different kind of strength: brand and community marketing that creates loyal customers, operational rigor that keeps KPIs and costs in check, and leadership that builds teams who high-five clients at every turn. Along the way, we talk candidly about setting roles that align with natural talent, why budgets unlock creativity, and how to share the load so growth doesn't steamroll your home life.From there, we get practical. A simple five-year visualization exercise makes planning tangible, cutting through social media hype to choose the company size that actually fits your life. We dig into why new owners should set prices that reflect value, not fear, and how a virtual CFO or coach can fill talent gaps without adding permanent overhead. We also explore boundaries that preserve relationships: hobbies that force presence, hard stops on work talk, and vacations that don't require a printer in the hotel room. The throughline is grace—own the tough year, seek mentors who've done it, and make decisions with context instead of copying playbooks that don't match your market.If you're building a contracting company with a partner, you'll walk away with a clearer org chart, a planning cadence that reduces friction, and the courage to delegate your way back to joy. Want to connect deeper and meet the voices behind these stories? Join us at the We Mean Business Conference in Charleston, Nov 9–11, and let's get better together. If this conversation helped you, subscribe, share it with a partner in the trades, and leave a review to help more builders find it.If you enjoyed this chat From the Yellow Chair, consider joining our newsletter, "Let's Sip Some Lemonade," where you can receive exclusive interviews, our bank of helpful downloadables, and updates on upcoming content. Please consider following and drop a review below if you enjoyed this episode. Be sure to check out our social media pages on Facebook and Instagram. From the Yellow Chair is powered by Lemon Seed, a marketing strategy and branding company for the trades. Lemon Seed specializes in rebrands, creating unique, comprehensive, organized marketing plans, social media, and graphic design. Learn more at www.LemonSeedMarketing.com Interested in being a guest on our show? Fill out this form! We'll see you next time, Lemon Heads!
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this conversation, Shadd Boucher, a managing broker at Re/Max Alliance Group, shares his journey into real estate, discussing the evolution of the industry, the importance of leads and relationships, and the necessity of mentorship for new agents. He highlights the changing landscape of Florida's real estate market, including affordability issues and disaster resilience in housing. Shadd emphasizes the importance of tracking business metrics and being adaptable in a competitive market. 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 —--------------------
In this episode of Take-Away with Sam Oches, Sam talks with Russell Weiner, the chief executive officer at Domino's Pizza, at the company's headquarters in Ann Arbor, Mich. Russell shares the strategies that have driven Domino's to become a dominant global leader in pizza, and he reflects on his 17 years with the company, which included what could be the most remarkable brand transformation in retail history. Sam also talks with Russell about how brand perception can affect product quality, why you have to rethink the KPIs you're using to measure success, and how a disciplined decision making process can ensure consistent innovation. This is part of NRN's 2025 Brand Icon package featuring Domino's and powered by The Coca-Cola Company; for more, click here.In this conversation, you'll find out why:A singular focus will help you accomplish bigger successYour brand perception is probably affecting your product quality The success of your innovation might not be what you think it is By promoting a fun working atmosphere, you'll have harder working teams With a disciplined decision-making process, you'll stay ahead of the gameHave feedback or ideas for Take-Away? Email Sam at sam.oches@informa.com.
Send us a textIn this episode of UX Leadership by Design, Mark Baldino sits down with Sara Fortier, CEO and founder of Outwitly, a UX talent solutions firm that evolved from a UX consultancy into a staffing partner for UX, research, and service design teams.Sara shares her journey from agency consulting to UX staffing, explaining how shifting market dynamics, including digital transformation, AI disruption, and the rise of the blended workforce, led to her firm's transformation. She and Mark discuss the traits that make contract designers successful, how leaders can better manage mixed teams, and the growing pressure for design teams to align with business outcomes.Sara also offers practical advice for designers at every level—on building trust, navigating uncertainty, and developing the soft skills and business fluency necessary for long-term career success.Key TakeawaysPivoting with Purpose: Outwitly's shift from UX consulting to staffing wasn't just reactive—it was strategic. Sara shares how market demand, revenue signals, and hard-earned confidence drove the transition.Blended Teams Work—With the Right Talent: Contract designers can provide speed, flexibility, and specialization—but only when they bring seniority, stakeholder savvy, and initiative. Soft skills are non-negotiable.Leadership Is Getting Pulled in Every Direction: Today's UX leaders are balancing emotional support for their teams, pressure from execs on AI, and increasing demands to prove business value—all while staying current themselves.Designers Must Embrace Business Fluency: Career longevity increasingly depends on understanding how design impacts revenue, costs, and KPIs. Designers need to connect their work to strategic business drivers.Trust Is Built Through the Basics: Responding to emails, sending updates, raising risks early—these are simple but critical practices that build stakeholder trust and create long-term credibility.Relationships = Resilience: Strong networks and internal relationship-building help designers navigate layoffs, transitions, and career pivots. Build trust across teams, not just within design.Chapters00:00 – Intro & Guest Welcome01:30 – From Industrial Design to UX Leadership05:15 – The Pivot to UX Staffing09:45 – What's Driving the Rise in Contract UX Talent?12:40 – What Makes a Great Contractor?15:40 – The Pressure on Design Leaders21:30 – Career Longevity in UX: Advice for DesignersResources & LinksConnect with Sara on LinkedIn Connect with Mark on LinkedIn Fuzzy Math - B2B & Enterprise UX Design Consultancy
So if you are getting into the self-storage business, or if you have found a deal you are excited about, congratulations. But what if you don't have enough to fund the down payment? You may be asking, how can I raise money to do this deal? Well, basically, you have two main ways to go: Partners with money Investors with money Let's explore each of these approaches. **Self-Storage Turnaround Playbook** https://creatingwealththroughselfstorage.lpages.co/episode-476-four-steps-i-use-to-revive-a-self-storage-facility-non-fb/ **Startup Checklist** https://creatingwealththroughselfstorage.lpages.co/episode-475-self-storage-startup-checklist-4-steps-owners-miss/ **Cap Rate, ROI & IRR Calculator** https://creatingwealththroughselfstorage.lpages.co/episode_472_cap-roi-irr-worksheet-2/ **The 4 Critical Metrics Download** https://creatingwealththroughselfstorage.lpages.co/episode-474-4-critical-metrics/ **Five Mistakes PDF* https://creatingwealththroughselfstorage.lpages.co/episode-473-5-mistakes-new-owners-make-in-self-storage/ **Q1 2026 Virtual Self Storage Bootcamp Sign Up** https://creatingwealththroughselfstorage.lpages.co/2026-q1-live-virtual-bootcamp/ **December 6, 2025 Fast-Track Your Self-Storage Success — Free Live Webinar** https://creatingwealththroughselfstorage.lpages.co/2025-q4-webinar/ **Cap Rate, ROI & IRR Calculator** https://creatingwealththroughselfstorage.lpages.co/episode_472_cap-roi-irr-worksheet-2/ **Online Courses at The Quickstart Academy** https://TheQuickStartAcademy.com/ **Listen on Apple Podcasts** ** 5 KPIs we measure** https://creatingwealththroughselfstorage.lpages.co/top-5-kpi-ebook/ **My blog** Creating Wealth Through Self Storage **Facebook** https://www.facebook.com/markhelmselfstorage/ **Twitter** Tweets by MarkHelmSelfSt **The Storage World Analyzer** http://storageworldanalyzer.com/ **The QuickStart Academy Store** https://quick-start-academy.myshopify.com
In this special episode of Supercharge Marketing, we flip the script. Thomas Klinger, Global Head of Enterprise Sales at Lumen5, interviews Pius Chan, VP of Revenue, about the seismic shift that's changed B2B forever: buyers don't want to talk to sales anymore. What You'll Learn Why the buyer's journey went from sales-led to content-led (and what that means for your team)How to structure marketing KPIs that actually tie to pipeline at every funnel stageThe three-pillar framework: revenue marketing → product marketing → brand marketing (in that order)How to align marketing, sales, and CX around shared revenue goals instead of siloed metricsWhy listening to churned customers reveals more than your best case studies ever willWhat to cut when budgets get tight (hint: start with brand if your revenue engine isn't humming) ABOUT THIS PODCAST Welcome to Season 3 of Supercharge Marketing. This season isn't just about choosing the right channels; it's about creating content with purpose. Why? Because we're living in a marketing-led buyer's journey. This season, we'll talk about how marketers can own the revenue conversation by building purposeful, strategic content that connects with audiences across multiple channels. Whether you're in a startup, an agency, or a large enterprise, we'll show you how to harness the power of omnichannel and multichannel strategies to engage customers and generate the leads that lead to revenue. Get ready for expert insights, tactical tips, and real-world examples that will make you feel like the superhero of your marketing team.
In this episode of the Second in Command Podcast, Cameron Herold sits down with Ebert Grobler, COO and co-founder of Ruby Digital, one of South Africa's top-ranked digital agencies now expanding across the globe.Ebert shares how his company has achieved near-perfect team retention and why their internal mantra—“Grow People, Grow Global, Grow Profit”—has fueled both performance and culture. From developing a system called The Ruby Way to empowering every team member to operate like an entrepreneur, Ebert breaks down how Ruby Digital builds sustainable high performance without burnout.He also explains how they've turned retention, trust, and human connection into a competitive advantage in a saturated market and why premium service is still one of the rarest differentiators in the U.S. marketing landscape.Timestamped Highlights [00:01:45] – Why Ruby Digital is expanding from South Africa into the U.S. [00:05:25] – The surprising gap in the U.S. market: quality and retention. [00:08:12] – How Ruby Digital achieves 95–100% staff retention. [00:10:20] – Creating “The Ruby Way”: an operating system built on trust. [00:12:45] – Letting employees act like entrepreneurs without the risk. [00:16:00] – “Step Up”: the six-month advancement model that keeps people growing. [00:18:30] – Guardrails against burnout: scorecards, balance wheels, and wellbeing KPIs. [00:22:40] – Why culture drives premium client delivery. [00:25:05] – How Ebert measures success: Grow People → Grow Global → Grow Profit. [00:27:15] – Ruby's philosophy: manage risk, not just marketing. [00:30:10] – B2B growth: focusing on long-term relationships, not quick wins. [00:33:25] – The “SMC client” model—serving sophisticated, mature companies. [00:36:10] – How much companies should invest in marketing (and why most don't). [00:41:10] – Ruby's 15% marketing reinvestment and in-house client mindset. [00:45:30] – Turning unused leads into referral revenue. [00:48:10] – The biggest lesson from failure: trust is earned, not given.Resources & MentionsSmart Marketing 2.0 Podcast – Co-hosted by Ebert GroblerScaling Up by Verne HarnishGood to Great by Jim CollinsAbout the GuestEbert Grobler is the COO and co-founder of Ruby Digital, a global performance marketing agency headquartered in South Africa with hubs in the U.K. and U.S. A former communication-science student turned “human-systems engineer,” Ebert is known for creating organizational models that blend business growth with human sustainability. Under his leadership, Ruby Digital has been recognized as one of the Top 20 Companies to Work For in South Africa by the U.K. Sunday Times and continues to redefine what it means to run a people-first, performance-driven company.
Kiera joins the Raving Patients Podcast to talk about obtaining that CEO mindset to systematize your practice. This mindset does not mean doing it all yourself, but leaning on others to maximize their skillsets. Kiera also discusses with Dr. Len Tau how to separate yourself from having your entire identity associated with dentistry. Episode resources: Subscribe to The Dental A-Team podcast Schedule a Practice Assessment Leave us a review Transcript: Speaker 1 (00:00) Hello everybody and welcome to another episode of the Raving Patients Podcast. As you know, I'm your host, Dr. Len Tau, and I am super excited today for multiple reasons. Well, first, before I get there, I want to first thank my sponsors, both Dental Intelligence, CallRail, and a new one, Net32. You'll be hearing their commercials as well, so check out those companies. And again, the only reason I'm able to do this every single week is because of their support. I also want to remind everybody about my event, is only one week away. One week from now we'll be gathered in Fort Lauderdale for Supercharge with Dental Practice 2025. If you wanna be a come out last minute registrant, you can reach out to me. I will be glad to add you as a guest of me. So please reach out to me. You can check out the content at SuperchargeYourDentalPractice.com So I said I was super excited and I'm super excited because of our guest today. And she's been a guest before and I just recorded an episode with her on her podcast. ⁓ We're talking about Kiera Dent, who is from the Dental A Team, and we're gonna be talking the CEO mindset systematizing your practice for freedom and growth today. So before I let ⁓ Kiera take it off, I'm gonna go ahead and introduce her. So she is the founder and CEO of the Dental A Team, an entrepreneur, consultant, speaker, and podcast host dedicated to helping dental professionals reach their highest potential. Through customized in-office and virtual consulting, She empowers dentists and their teams to cultivate an ownership mindset and achieving lasting growth. With experience spanning every role in the dental practice, front office, dental assistant, regional manager, and even practice owner, here brings unique first-hand perspective to her coaching. Alongside her team of expert consultants, she has partnered with hundreds of practices nationwide, leading them to greater efficiency, profitability, and fulfillment. As she often says, we don't just understand you, we are you. So please welcome to the Raving Patients podcast, Kiara Dent. Kiara, thank you so much for being a guest on my podcast today. Speaker 2 (02:03) Oh, Len, thank you so much. so excited to be here. I loved our podcast we did together. I love the podcast we did in the past together. I'm super excited about Supercharge. Everybody should go. We're going to like sneak peek, be there in 2026. Like Len, huge fan of you guys. Just excited to be here with you. So thank you. Thanks for having me. And yeah, it's always a little weird and fun to hear your bio read right before you get on. So just grateful to be here and just like have a good time with you. It's always a great time when we podcast together. Speaker 1 (02:30) Well, I'm excited to spend the next 30 minutes or so with content from you. So I always like to ⁓ start off for people that don't know who you are. I obviously read your bio. Can you just tell dentists and other people reading or listening and watching this episode how you help dental practices? Speaker 2 (02:50) Yeah, absolutely. So with the bio you heard, I started out as a dental assistant and then went throughout and I've owned practices. My first practice I took from 500,000 to 2.4 million in nine months and opened our second location. And that was with a Midwestern grad. I worked at the dental college there. And so helping practices, what I learned was I've been a team member, I've been in so many of the team roles. And then in addition to that, I've owned dental practices and I understand the business and I've run multimillion dollar practices and businesses. so bringing that perspective, I feel like there's the dentist perspective, there's the owner, the CEO of the practice, and then there's the team perspective. And both are necessary for practices. And so Dental A Team, say like, it stands for dentist and team. So what we really do for practices is whether it's virtual or in person, it's... I call it the yes model line is what I like to say is number one, you as a person, we're going to focus on your vision, where you want to go as a doctor. Like what is your vision? The practice should serve your life. ⁓ because I believe that when you're supported, you're actually a better owner, a better boss, a better dentist. And then we go to E stands for earnings and profitability. We've got to make sure it's a profitable practice. And then we use those things, the vision and the numbers to then tell us what systems and team development we need to put into place. I'm really much a custom. Let's see kind of like dentists do with patients. Like let's do a comp exam. Let's see where we're at. And then let's go for what's going to make the biggest impact with the least amount of effort. And being team members ourselves, I really think that we're able to like, Hey dentists, we want to hear your vision. We need to know where you're going and then go do your like favorite thing. It's dentistry. And then let's help your team be empowered to learn how to run the practice. So it truly is like a self-managing team, utilizing every single player in the team to their highest potential, but doing it with a ton of fun and ease. Like as a team member, I didn't want more hard work. As an owner, do not want you to give me more homework. I'm already busy. So I feel like we really come in and bridge that gap of like where we are to where we want to go and do it in the easiest, most efficient and most fun way possible to help like team and patient experience be the top that it can be. Speaker 1 (04:48) So I guess someone's listening to this podcast and they say, you know, want to, I want to change the culture in my practice, but I'm very much a micromanager. So which means they're not focused on their dentistry, they're focused on managing the team. Do you help with that? Because there are so many micromanagers out there. I always wanted them for a very long time. And honestly, wasn't until I gave up that micromanaging and I just did the things I was going to do that my practice excelled. So ⁓ that's something, if someone's a micromanager, do you get them off doing that? Or how do you deal with that? Speaker 2 (05:19) Yes, and I'm so glad you said that because I think most Founder owners are micromanagers. think leadership we believe I I think so many there's this belief out there that we just come into this world as great leaders and we should just know it like you went to dental school you should just know how to be a leader and leadership is a journey and so for those micromanagers I think it's really fun to have the doctor and the team perspective and to be able to help both of them say like no doctor like these are the things but what I found is doctors micromanage because there's a lack of communication feedback loops so it's a lot so it's either a lack of communication and feedback loop, a lack of knowledge, or they just like genuinely want to be a manager and they don't want to be an owner. And I'm like, great, let's just figure out what the the reasoning is. And then let's find the solution to that. So if team members have doctors that are micromanaging, first question I'm looking at is like, where's the feedback loop and what are we missing? Next is like, hey, doctor, I understand that this is where we're at. This is where I need you to be for the growth of the practice. What do you need to feel confident to be the dentist, to be the like not micromanaging like there's a lack. And when I realize there's a lack and when teams can realize that there's a lack, like there's just something missing, we fix that, dentist is now able to be happy, team's able to flourish, everything starts to move in in a good motion. absolutely. I think being team members ourselves, we're not doctors, we're not dentists. Like, Len, I'm gonna lean on you for clinical. Like, that's not my world. I'm not here to even discuss it for one minute. But what I am here to do is to bridge that gap between doctors and teams. Because ultimately it's same team, like everybody wants the best experience for the patient. We want the practice to flourish. So if we're all same team, let's help get people right seat, right person, help them understand what they should and could be doing. But also like office managers, there's this whole weird world for them too, where they've never been taught to be managers. They've never been taught what they should or shouldn't be doing. They've never been taught like what the difference between an office manager is and a biller and a scheduler and a treatment coordinator and how all those roles are different. And so helping people understand even what their job entails. I think really can cut that micromanagement passion project. It's just a lack of knowledge and so teaching teams and teaching people, but we're very hands on. I really don't like fluff. That's why think when you and I get along well, I want it to be tactical. I want it to be practical and I want it to be something that's sustainable as well. Speaker 1 (07:34) And that makes a lot of sense. And that was a great answer, by the way. We're talking about, obviously you're very systematized. You put systems in place, the team follows, everybody knows what they're doing, runs like a well-oiled machine. Okay. And that's how my practice was when I left, when I was traveling. ⁓ I knew things, I didn't worry. I knew that things were going to be done like this. They knew the roles, team members didn't need to be scolded. They just knew what their role was in the practice. So, ⁓ I know there are things, I like a term here you use the chaos creators. So there are chaos creators in the, in the office. So what are some of these, these common chaos creators? ⁓ that actually can be helped by putting systems in place. Speaker 2 (08:13) Yes, and I love that you brought that up because that's the ultimate goal. That's why I wanted this to be called like the CEO mindset. Like doctors, like you should be a dentist and you should own your business. You should not be the one managing. And when you recognize that this actually can be one of the biggest chaos creators in the practice of doctors trying to be the doctor, the dentist, the CEO visionary, plus the manager, plus all the other parts of the practice. Like that is a chaos creator, not knowing right person, right? See is a massive chaos creator. Number one thing I hear every time I go into an office or I work with someone, is it's communication. And communication is again just a system that needs to be put into place. So how do team members know? Like what is our true morning huddle? It's not a time for us just to hang out. Like why do football players huddle? Why do basketball players huddle? They huddle to win the game. So what does winning on our practice even look like? Making that very clear for our team. Other things like handoffs. That's another communication drop that's a chaos creator. What doctor says to the patient, to the hygienist, to the front office, It's such fun. I feel like we play a game of telephone. So putting in a little simple system there where we've got a great communication handoff and a process. I know Len, you and I are very big on this case acceptance process of just really having a great clean experience for the patient. These are chaos creators. Also, team members even knowing what their job should be, understanding how they go from where they were hired to how they can get raises. Those are chaos creators. The scheduling. How do we schedule? Let's have block schedules in there. Let's have a way that we do this in our practice. I remember when I was a scheduling coordinator, my office manager said, Kiera, do not even think about scheduling outside of the blocks until you learn why we schedule the blocks the way we do. And you're right, like when team members know the rules of the game, so much chaos gets eliminated from the practice. like quick things are have great meetings and truly great meetings. If you don't know how to run a great meeting, Traction by Gina Wickman. It's a little bit of a dull book. However, there are so many paramount pieces in that book and great meetings could be in there. Doctors and OMS have a same page meeting where we're looking at it. Get our KPIs in place where we know where is the practice even going? What is each person's number that they can like impact and improve in the practice? Have like set job descriptions, have protocols of how we treat a patient. What's our hygiene period protocol? Let's just have like really simple systems and I'm big on I don't like to remember things. Like I love holidays, holidays are on a cadence. So how can we actually get cadences within your practice to where things really can run on more of an autopilot rather than trying to constantly like catch all the balls and remember things? That's the chaos. The chaos comes from the like not knowing and trying to scramble and being in reactive rather than proactive modes. Speaker 1 (10:53) But that's really good, that's really great. So another question I have for you, there are dentists who are just dentists, and I don't mean that negatively, but they go in with the expectation that they're either gonna be an associate forever, or they're just going to practice and let everybody run the practice and they're just gonna come and do the dentistry, okay? Versus having the mindset of and acting like the CEO, okay? And there's a big difference. One, I believe, has a lot more stress. I like to talk about it because I was the CEO of the practice. I handled everything. I handled the marketing. I handled the HR. I handled all of the things that makes it different than just being a dentist and putting your hands in the mouth and treating a patient. So if someone wants to act and think like a CEO, what does it really mean to do that versus just practicing dentistry and doing the dental work? Speaker 2 (11:51) Yes, I'm so glad you brought this up. I've been like crushing on this idea. We actually just ran a three day CEO dentist workshop. like. obsessing on this right now because there is nothing wrong. And I think that there's a few hats that people wear. I wear a consultant hat. I also wear a CEO hat. And they're actually and I think about big companies like let's look at Google. I know that CEO is not coding. They're not. They're not building it. They're truly in a CEO realm. And so when we look at like what does a CEO do, they are the chief executive officer. Like their job is to execute. Their job is vision. Their job is culture. and their job is to like really steer and guide the ship and to come up with great ideas. And so when I look at that, I think that there's two hats for CEO dentists to wear. There's the true clinical dentistry, if that's what you want to do and continue to do. And then we really do need somebody who's guiding and leading this business. And I think when dentists, I know this can be a little like not favored, ⁓ dental practices are multimillion dollar businesses and they are. when we realize that they're They are businesses and like you said, the HR and the marketing. But when you look at large businesses outside of dentistry, they have other players in the realm and in the rink with them to make it actually run as a very successful business. And so I believe that when we understand the business portion of dentistry and we have great clinical care, that's when we're able to serve and help more patients and more team members. And so helping these dentists realize what does a CEO do? And I actually pulled from Dan Martel. the author of Buy Back Your Time, like obsessed with his book, met him in person, like raving fangirl. It was like slightly embarrassing, like how big of a fan I was of him. ⁓ But he has his delegation ladder in there for businesses and actually created a delegation ladder for dental practices of when CEO dentists go from like your right line, a lot of them do it all. And that's, think, where the burnout is and the chaos is to where when can we start to delegate? Like, do you have a personal assistant who answers all of your emails for you? And if not, Administrative tasks are one of the best things to delegate. Then we move into like our scheduling and then into our customer service and the patient experience. And then we move into treatment planning. A lot of doctors do that on their own. And I'm not here to say you have to give up anything, but I am here to say that when you truly take on the role of CEO, trying to do it all actually creates chaos. And you actually, you're the bottleneck of the business. And so then we start to delegate out the case acceptance if you want to. You're allowed to keep whatever you want, whatever you're great at. Then we delegate out the marketing, then we delegate out the, actually, me and my operations manager were talking that I believe that there's two spaces within leadership. There's the executive side, that's these big picture visionary pieces. And then there's the management side, which is the HR, the protocols, the accountability of the team. And when we had that like, and I believe that there's, it's like a black and a white, yin and yang, perfect whole, you need both sides of this leadership within that CEO realm. But when you're trying to do all the pieces as a CEO, you need to know every aspect going on in the business. But that does not mean you need to do every aspect of the business. And so I think it's like figuring out which colors you like to paint with, which ones really are your zone of genius and then starting to then delegate in strategic manners, delegate and elevate, not abdicate ⁓ really are how you can make this where you become truly the CEO of your business and your practice. And you're able to have great players around you that are able to then. Make sure every other part of your business is thriving and flourishing too. Speaker 1 (15:19) Got it. Speaker 2 (15:20) So much line, I hope it wasn't lying. Speaker 1 (15:22) No, that was great. That was great. I mean, they should replay that because I think there was some really good nuggets and pearls that they can take back. So, you know, I want to talk about delegation. ⁓ you know, Invisalign is a great product ⁓ to bring into the practice or aligners in general. doesn't have to be Invisalign, just aligners. And aligners are really good, but they become really profitable ⁓ when a dentist is willing and able to delegate the tasks to other team members. And personally myself, I used to do it all. And then I took a class by somebody, can't remember who it was, but it was all about giving the empower your team to do things and delegate the services to them where you're literally kind of just doing the initial consultation and whatever is required by your license in the realm of the things. But the team is able to do mostly everything else. And once you do that, ⁓ Invisalign becomes a very, profitable procedure. So what advice do you have about delegation to somebody, to a dentist who really feels like they need to do it all and does not want to give up control of anything? Speaker 2 (16:28) Len, I'm so happy you asked me this question and I'm so happy that I'm a team member and I'm gonna put on a team member hat, not a CEO hat on this one. ⁓ Number one, I really, really hope, and dentists, if you need to pause, replay, record this and listen to it every single day, I really hope you do. ⁓ As a team member, my number one job, genuinely speaking, and doctors have told me so many times when they've heard me say this, it... hopefully will strike you to your heart as well. As a team member, my number one, like genuine number one objective was to make my doctor happy and to make their life easier. And that was honestly what I did every single day. As a dental assistant, I'm looking ahead. I want to be seven steps ahead of you and I want to make sure that you're truly like set up for success. I want to make sure that patient's back on time. I want to make sure that hygiene exams are on time. And I think that while yes, you might have some team members that make you question this statement. I think 95 % of the population is genuinely good and they want you to thrive and they want the patient experience to be great. So when you hear that and you truly honor that and you respect that and you trust that, you then will realize that one of the best things you can do is, I don't believe in delegating. So like I can empower, but if I empower and don't hold accountable, then I've created entitlement within my practice. So I want to empower through delegating of this like. As a dental assistant, do know how happy I'd be if you gave me, can fit a line. I understand I'm going to make a few mistakes, but oh my gosh, the growth, growth equals happiness. So for your team to be happy, give them opportunities to progress. Like that's what creates the happiness and the sparkle and the zest in life. And so really when you empower your team and hold accountable, you don't get this entitlement. When you empower and don't hold accountable, that's when we get these entitled teams that genuinely then it just becomes mayhem in your practice. So like you said, delegate these tasks that one, either you're not good at, or I do think about everybody should be working at the top of their license. What are you able to produce per hour? If there's a task that I can hire somebody for less than you can produce an hour, it's probably something that we shouldn't be using your time for. And I know as a CEO, as an owner, this is actually hard for me because you strip me of things that I'm actually really good at, but reality is there's better uses of my time. And when you can recognize giving everybody the best use of their time. Me as a dental assistant being able to do Invisalign, you've now just lifted and elevated me to the highest level of my license as well. And so I really do believe like doctors, one, believe that your team is truly here to support you. And if they're not here to support you, they're not your right team players. they like, great, let them graduate to somebody else and you bring somebody else in. Two, empower them and hold accountable to ensure that it's like how you want it done. And team members like, You can share this with your team. I'm happy to share this one reason I like to do this. Team members, give the feedback to your doctor. They are going to trust you so much more when you come back to them and you show them the things you listen to what they say, you create the protocols, you do it exactly how they want you to do it. That will build trust and confidence so quickly. Team members lose doctor's trust so quickly when they like lacked to follow through and like truly do what the doctors have given them like stewardship and ownership over. So for those doctors and like you said, Len. You won't understand until you try. And when you do try, you will make mistakes. But I believe, this is my philosophy, anything that I've delegated never gets to come back to me. And I think when you have that notion and that idea, well, I know it could never come back to me. You actually make it really, really great. You train your team. You help them have this. ⁓ And I then believe everybody's able to flourish so much higher. So hopefully that answered of like, one, you need to delegate and you should delegate. Two, what are the tasks that you can be doing that are like helping you work to the highest level of your license? Everybody working at that is going to make a better team experience, a better patient experience, and all around a better practice for you as well. Speaker 1 (20:20) I think you, I mean, the content you're providing, the listening and viewing audience is spectacular. you know, one of the, I guess, negatives about being a dentist is a feeling of being overwhelmed. A lot of stress. You know, that's part of the reason why I think you've got, you know, dentists with the highest, one of the highest suicide rates out there is that, you know, it's a very stressful job. I mean, you've got a lot of debt, you've got a lot of, you know, people relying on you for income as well. So what mindset do you think exist ⁓ that or traps do you mindset traps do dentists fall into that that keep them feeling overwhelmed and and what do do about that? Speaker 2 (21:00) Yeah, this is something so real to me. My first practice, I mentioned it briefly at the very beginning of we took our practice from 500,000 to 2.4 million in nine months. And when I present and I speak, I often will bring up like the success story and I list off my stats of our practice. I asked the audience, said, who wants this practice? And like hands go up and people are like shouting like, yes, I want this. And then I say the other side of success is that this person, is me, like, spoiler alert, I was 98 pounds and I'm 5'8". I ⁓ had divorce papers on the line. I remember like I walked out of my practice that like one day and I remember just like standing on the sidewalk and being like one step and all this could be over. Like it was, and I'm not a dentist. I didn't even have the pressure of having to be in the exam rooms, but I do understand the pressure of business. And that's actually what's like fueled my passion in consulting is. Because I thought like if this is how so many of us feel to get to success, Tony Robbins has a quote that success without fulfillment is the ultimate failure. And that was curidant in a nutshell. We had success on paper, but fulfillment was lacking and my entire life was falling apart. And so when you ask like, what are some of these zones that keep people in this mindset is one, I think that we believe that to get to success, we have to grind it out. We have to hustle. We have to do it all. Like it's this hustle mentality that I believe is so false. Yes, I do believe that hard work is required, but I don't believe you have to do all of the work. Just like we talked about before, also think delegations paramount. I think so many of the doctors that I see there in this burnout are just, it's like grippy. Like they want to hold on to everything and they're not willing to let go and they're not like, also you're telling your team that you don't trust them and you don't believe in them when you do that as well. So you're actually causing like this double-edged sword on it. And then third, I think ⁓ we just don't take time to stop and pause and realize like what really is necessary. I think so much like when I sold out of the practices, my whole identity was associated with that. if we have our identities associated with these practices and with the success, well, I can imagine that that feels like chopping off your arm and your leg if you were to fail. therefore, if it's literally my physical body and I feel like it's my whole identity, I literally remember the day that I sold out of the practices. I felt who is cura dent, who is she? Like I have no purpose in this world anymore. Nothing is important. Like I don't even have a family. I have no practice. I felt nothing and I think when people's identities are associated with this rather than having something else. So I talk about like what makes all of you up and I remember like like looks like this weird little doll. Like it's such a weird outline that I make people do but I'm like draw to me like how your life is and when I do this usually it's like from your neck to like your ankles that's work and if that much of your identity is associated with work in your practice. What could we shift this to more so your whole identity is not associated with that? So that's like we go work out, we have time with family, we book the vacations and when you start to realize that there's more life outside of the chair, more life outside of it and you being a well-rounded human that truly and I don't like the word balance, I just love the word well-rounded and fulfilled. When we start to add some of those pieces in which again feels contradictory, it feels like if I give this up that I'm not making money. I used to say I don't want to sit on the couch and watch TV with my husband because I'm literally not making money. That's one of the the grossest statements I've ever said, but Len, it's truth. I really truly felt this way. Like the only purpose is to be producing and to be productive. But I didn't realize that. Like you look at that athletes have to take a break and they have to reset. They have to recharge. They have to like the best time is actually the recovery off season. ⁓ no, no person can continue operating at 110%. And when they are operating, they're actually not their best self. So there's just as much beauty in the recharge off time. as there is on the productive on time. So when we can delegate, when we have more purpose beyond just our practice, and it's okay, work to me is very fulfilling. It's such a big part of my life. I love it. ⁓ But it's not all of Kiera's identity. So if I were to lose work, Kiera and hopefully you can still exist outside of that. ⁓ And then truly having shut off time. A lot of clients when they come on board, I tell them, I'm like, I'm giving you the greatest gift. You're out of work today at 4.30 and I don't want you to talk about work. Close the laptop, walk out and literally leave it at work. And what's crazy is people don't realize that you can actually get a lot done within your four or five hour, like four or five day a week work week. And to be home with your kids, to be home with your family, to go to the gym, to replenish your bucket that gives out so much every single day ⁓ really is what you actually need to be doing rather than trying to produce more. And it sounds contradictory, but it's true. You will actually produce more and be a better producer and happier business owner if you will do that. I know that was a long-winded answer, Len, but I really hope that people can see there are two sides of success. The word itself of success has a portion of suck. Like there is a side of business that is really hard that does require that grind and that hard work, but there's also a beautiful side. And I think when people can dance in that, can see that their whole identity is not the practice. It's not all dependent on that and they fill themselves and fuel themselves. Literally, I feel like the burnout can be dissipated very quickly. If you've been going on it for a long time, it will probably take a little bit longer, but these small, simple steps will make you so much more fulfilled. And honestly, I hope nobody listening to this podcast hit success without fulfillment. I hope all of us commit that while we're giving the great patient care, we're giving back to all these people, we equally get to deserve and we should deserve to have a beautiful life of our own as well. Speaker 1 (26:39) So nicely said, very eloquent in way you said that as well. last thing I want to cover is, we talked about being overwhelmed. stress is also part of being overwhelmed. very stressed. What are some ways that you think a dentist can reduce the stress on a day-to-day part of his practice? If someone said, hey, I'm so stressed, I don't know what I'm going to do. And you hear it a lot. I I talk to dentists all the time. And one of the common denominators is that they're You know, when I sold my practice, I was never truly, truly stressed out. The stuff that stressed me out, honestly, was stupid stuff. But since I sold my practice and retired, I don't really have much stress in my life anymore. It's very interesting. But what are some things that dentists could do to reduce those stress they see on a day-to-day basis? Speaker 2 (27:29) Yes. Okay. And I said, yes, because I'm to go back to the S model. The S model is literally like my stress booster buster for you. Number one, where do you want to go and why? Like figure out you that truly if you don't have a North star, you don't know what you're going for and reassess to make sure that's really where you want to go. So many people put this like, I want to have four practices and I want to have this. And I'm like, why? You got to be able to tell me why I'm making sure it's your dream, not the dream you think you should be living. That's like number one to get rid of stress, like truly living your dream. And I will tell you, you're allowed to like, it's in pencil, it's not in permanent ink. You can erase it, you can recraft it, you can recreate it. That's going to cut stress. I was chasing after a mountain, I didn't want to climb anymore. And when I realized that, that was a pivot shift. So number one is like, make sure you're actually truly going where you want to go. And that's the you. Earnings like profit, like Len, so much stress comes from not knowing the numbers. And I know people sometimes want to avoid it. They don't want to look at it. Like I'm just going to go do production. I want to do ethical dentistry and I will tell you both exist. It's not an or like you will you as a human are going to naturally do ethical dentistry. Like you can't go against that. That's who you are at your core. And by knowing the numbers, you're not going to go and overdiagnose like I promise you it will not happen. But knowing the numbers and actually like looking at your cash, what are you spending money on? What do you need to produce to be able to afford the business? Doctors learn the numbers and they actually use the numbers to make their decisions. Stress dissipates. I have so many doctors that reach out to me because they're cash flow poor and I'm like, you're producing 200,000 a month, how are we broke? ⁓ So actually understanding how to use numbers and not to be used by numbers and knowing how you actually can get money and like what can you live on and understanding tax brackets and savings like that discipline might seem constrictive, but I will tell you it is the most freeing stress free piece that you can have. And then third, our systems and team. Like I'm going to like just really keep like painting this picture for you. Delegate to your team, use your team, put the systems into place. And we don't go for the whole elephant. We don't do the entire thing in one night shift. What we do is we look at the numbers. Where are numbers low on the KPIs? Let's go fix a system over there. So we fix that part of the leaking bucket. Just that alone, like even myself, I felt it like the hoosh of reducing that stress for you. ⁓ Start with your vision. know your numbers and then put systems into place and team delegation and elevation ⁓ that will immediately reduce stress. And then like just quick, what is the one or two hot pain points right now causing the bulk of your stress? Let's figure out how we can eliminate those right now. And I want to, everybody always says, Kiera, there's no way like I can't do this. The answer is yes, you can. Yes, you can. And when we get out of this, I can't get that, I can't do this. We actually find the true core of what we can solve. Usually the answer is pretty simple and it's pretty immediate. if we're willing to just let go and take action. So those would be kind of my like four little steps to reduce stress quickly and easily. And if you can't see it, sometimes having an outside voice and outside perspective, sometimes you're too far in the weeds, that can be very beneficial for you as well to like take you by the hand and say, here's step one, two, three, four, and they're there to guide you as well, rather than you trying to figure it out yourself. Speaker 1 (30:35) amazing. This is great. ⁓ I want to shift for the final few minutes that we have together. I want to shift to my lightning round Q and a that I like to do with guests. We're going to get through eight to 10 of these. Okay, ready? The rule of thumb for this one, you like long winded answers, which is great. But for this one, it's very, fast. No long, no long winded. We'll never get through this. Speaker 2 (30:47) So You got it, Len. Speaker 1 (30:58) So I opened my app up. First question, what book do you want to go back and reread as it's made a great impact on you the first time you read it? Speaker 2 (31:07) I would go back and reread Bye, Your Time by Dan Martell. I feel like there's a lot that I could relearn from that where I'm at today. Speaker 1 (31:14) repeat that one more time. Speaker 2 (31:17) Yep, buy back your time by Daniel. Speaker 1 (31:19) Buy back your time. I'm just writing it down. All right. Who has been your greatest inspiration? Speaker 2 (31:25) Gosh Tony Robbins hands down. I love Tony so much. I look up to him a lot. I've been in his Lions group ⁓ the reason I look up to him is because He said one time the Tony you see in front of you is the Tony I created it's not from my parents It's not from business. It's not from anybody else It's who I want to be and who I esteem to be and he said life is always happening for you and not to you and those two pieces have Resonated with me so much in my life ⁓ truly one of the like biggest, greatest mentors and I've been really blessed and lucky to have him directly mentor me, which have truly changed the trajectory of my course, of my life as well. Speaker 1 (32:04) Awesome, amazing. ⁓ If you could take a class to learn anything, what would it be on? Speaker 2 (32:10) marketing. Len, hate marketing. Call my Achilles heel. I learned so much and I think I know more. But man, if I could like understand it on a really high level easily all day every day and I take a lot of them. But man, one like magic one that would teach me everything. Yeah, it'd be amazing. Speaker 1 (32:26) Amazing. Do you believe there is some sort of pattern or formula to becoming successful? Speaker 2 (32:33) Yes, I do. It sounds like cliche. I didn't like, I think the yes model came from what I believe success is like you having a vision, looking at your numbers and then putting systems into play and using your team ⁓ and surrounding your yourself with people that are living and doing the life you want. I really do believe we become like the people we surround ourselves what we listen to. So that's what I would say is the path to success. Speaker 1 (33:01) Amazing too. Has anyone in your network other than Tony Robbins, has anyone in your network been important in your journey or to your journey? Speaker 2 (33:09) Absolutely. There's a lot of people. think my husband, that's a huge support for me. He believes in me, even though maybe he shouldn't believe in me, but having that rock. And then also my team, truly, I look at all the variations of Dental A Team and where I've gone as me as a person, they've evolved me as a human and they've also evolved our company and the good and the bad that have gone through. They have truly shaped me, every single one of them, and I'm very, very grateful for the trust they put in me to create what we've built. Speaker 1 (33:42) amazing. How do you develop how have you developed key partnerships? Speaker 2 (33:47) Ah, that's fun. You go to events, you talk to people, you look to see how can you add value to their world, to their life. And I think partnerships, partnerships to me, I don't try to figure out like how to do something. I look to see like, who do I know that knows how to do this? That's how I use partnerships in life and vice versa. Like bring more to the table than you take from people. But I look at people have just like, what's their secret sauce? How can I like, like connect them to other people? To me, it's a fun connect the dots of just getting great people together. That's how I believe that like. To me, that's how all boats rise is through partnerships like hands down. One of the best things was networking and meeting people. You will learn more from the minds of men than you will be able to like mine out of this world. Like there is more gold there than anywhere else in this world. Speaker 1 (34:32) Got it. What has been your most satisfying moment in business? Speaker 2 (34:39) Most satisfying moment? There have been a lot. I think recently my most satisfying moment was when I wanted to give up and I really was so burnt out and I was exhausted and I was tired and I hit that breaking point again in my life. And for the first time in my entire career, I took an entire month off and I reset and it was the most scaring. There was a lot of really bad backlash that came from it. But me as a human, re-centered, refocused, re-prioritized. And I think that that was one of the most satisfying moments to realize, at the end of the day, CEOs and business owners have to show up for themselves first to be able to give to their entire team. And I'd never, ever, ever, ever done that. So like me personally, that was one of them. But man, like the hundreds and thousands of clients lives, Glenn, you and I both know, I think as consultants, when you hear people's lives changing, like clients who are broke and literally had no money and now they're buying their kids their dream lives, that to me will always be the clincher of everything but like beautiful and why I show up every single day to do it. So there's a personal and a professional win that was like just super satisfying. Speaker 1 (35:47) That's really great. All right, three questions left. Let's get through these quickly. What deserves all your attention but seldom gets it? Speaker 2 (35:57) I would say probably my body like working out. Speaker 1 (36:00) Okay, what three adjectives describe your strengths? Speaker 2 (36:06) Adjectives. ⁓ I would say grit. would say fun. And I would say passion. Speaker 1 (36:16) Great answers. Last question I ask is to everybody. So it is one subscription, either business or personal, so something you pay for either monthly or annually, that you simply cannot live without. Speaker 2 (36:33) ⁓ Len. I would say I can't live without, honestly, boomerang. That sounds so ridiculous. I would not be able to follow up with all the millions of things that I do day in and day out without boomerang as a person, like professional. Like I would pay for that all day every day. ⁓ Speaker 1 (36:53) I haven't heard that one before, that's a good one. you go. ⁓ So Kiera, how can people learn more about how you can help them if they want to learn more about your consulting agency? What's the best way for them to reach out and find out more? Speaker 2 (37:03) Yeah, thank you so much Len. Best way is listen to the podcast, the Dental A Team podcast. Reach out on our website, TheDentalATeam.com. You can book a call with us or you can always reach out. You can text us directly, 775-243-5100. Like we will get back to you. I'm happy to share any tips, any insights. Find us on Instagram, Dental A Team. Truly, we try to be just like you are Len, available in all aspects and just really, really grateful for this opportunity today. Speaker 1 (37:30) Well, this was great. Thank you so much for ⁓ spending 30 plus minutes with me, really educating the audience on things you're passionate about. And just like I did on yours, you can see the passion when you talk, you can see the passion in how you answer the questions. So I truly appreciate you kind of giving it all to us. So thank you again for being part of the Raving Patients podcast. ⁓ Guys, if you like the episode, please like us, please review us. If you think you or yourself or one of your colleagues can use what the Dental A Team can do for your practice, please reach out. let them know you heard about them through the podcast that I just did with Kiera. ⁓ And as I end ⁓ every single one of my episodes, remember your reputation matters until the next episode. Thank you so much for joining me and we'll talk to everyone soon.
In this episode, I cover:* My full setup process for running an unmoderated usability test in Userbrain, from goal-setting to test creation* How to write clear, action-based and opinion-based tasks that get useful behavioral data* Using AI to generate and refine test tasks, plus how to correct vague or over-open questions* Techniques for analyzing unmoderated test data using AI insights, clips, and reports* How to connect usability findings back to research and business goals to identify real impactKey Takeaways:* If your research goals aren't clear or your tasks are vague, the data you get back will be inconsistent and shallow. A well-structured setup defines what you want to learn, aligns it to business decisions, and sets measurable outcomes before the first participant even starts. Most “bad” unmoderated results trace back to poor planning, not poor participants.* Participants need to know exactly when a task begins and ends. Without defined boundaries, they may wander off-path or complete actions you can't analyze meaningfully. By giving each task a specific finish line, like “stop when you reach the flight results page,” you get consistent, comparable footage that supports clean synthesis later.* AI can be useful for avoiding blank-page paralysis, but its phrasing is often too broad or contextually off. Treat it as a brainstorming tool—generate rough drafts, then rewrite them to fit your product, audience, and goals. The value comes from editing, not accepting what it gives you.* Positive feedback feels good but doesn't move design forward. When analyzing results, zero in on moments of confusion, frustration, or unexpected behavior as those are where you find opportunities to fix or improve the experience. Stakeholders care more about barriers than affirmations.* Unmoderated tests produce endless data, but without a clear line to decisions or KPIs, they risk being shelved. Revisit your research goals during analysis, group findings under those goals, and connect each issue or success metric to its potential business impact. That's what turns usability findings into strategic recommendations.The unmoderated test guide:Grab the full unmoderated testing guide with all the steps and examples here and try it out with your next project (or with a project you recently did!).Try Userbrain:Want to try this out on Userbrain? You can grab a free trial below: Interested in sponsoring the podcast?Interested in sponsoring or advertising on this podcast? I'm always looking to partner with brands and businesses that align with my audience. Reach out to me at nikki@userresearchacademy.com to learn more about sponsorship opportunities! This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.userresearchstrategist.com/subscribe
How can I stop losing money on construction costs and control my rehab budget? In this episode of the Real Estate Entrepreneur Podcast, host Ricardo Rosales welcomes construction powerhouse Rotty Garzilazo. Rotty, a seasoned builder who's navigated multiple recessions and worked with major hedge funds (like Blackstone-owned Invitation Homes), shares the real reason investors struggle with rehabs: they don't know the business of construction. We dive into the critical steps investors must master before they even choose a contractor. What you will learn in this episode: The Blackstone Blueprint: How Roddy reverse-engineered the processes, KPIs, and budget scopes from large institutional investors to create a world-class management system for his own company. The Biggest Budget Killer: Why 99% of investor rehab budgets are flawed, and how to account for the hidden risks (seasonal changes, time of year, market fluctuations) that blow up project timelines and costs. The Contractor Mindset: Understand why a $30,000 contractor fee gets you a C-level team, and how to structure deals to attract A-level talent who operate on a margin, not just a markup. The Five Must-Do's: Roddy outlines the essential five principles of construction success—focusing on the ecosystem and people management—that every investor should know. Ready to stop guessing on rehab costs and manage construction like a pro?
ZayZoon pioneered the earned wage access category a decade ago and has become the leading embedded provider through partnerships with over 300 payroll companies. With over $50 million raised and a team of 200, ZayZoon now serves 15,000+ businesses across the US. In a recent episode of Category Visionaries, I sat down with Tate Hackert, Co-Founder and Chief Strategy Officer of ZayZoon, to unpack their B2B2C distribution strategy, the economics of three-sided marketplaces, and how they're expanding from earned wage access into the connected workplace. Topics Discussed: Building for two years without revenue while signing payroll distribution partners Why embedded B2B2C distribution beats direct sales for hourly workforce products Engineering three-way marketplace economics that align payroll, employer, and employee incentives The November 2017 trade show that killed their Canadian market strategy Educating three distinct buyer personas in a category creation motion Product expansion strategy: when to stay focused vs. when to launch adjacent products Positioning shift from "financial wellness" to recruitment/retention/productivity outcomes The underwriting advantage of payroll-integrated repayment for reducing loss rates Building 300+ payroll partnerships through relationship-driven GTM GTM Lessons For B2B Founders: Solve distribution economics before product-market fit: ZayZoon spent 2014-2016 building product and signing payroll partners before generating first revenue in 2016. The insight: "Why would we go and try to sign up business by business...Let's sign up the payroll company because they're this umbrella organization." For B2B2C models, solve the distribution layer first—even if it delays revenue. Your bottleneck is partner adoption curves, not product readiness. Structure three-way economics where everyone wins big: ZayZoon discovered payroll companies had "this gold mine of employees that they hadn't yet monetized" and built a model where they pay payroll partners "a really hefty revenue share" while keeping enough margin for ZayZoon and keeping the service low-cost for employees. In platform businesses, the unit economics must be compelling enough that each party actively sells for you, not just tolerates you. Map your value prop to your buyer's actual job metrics: ZayZoon's breakthrough came from reframing earned wage access as solving recruitment, retention, and productivity—the metrics small business owners are measured on. Tate explained the unlock: "It's free for me, and it's deployed seamlessly through the HCM provider that I already use. Yeah, turn it on." Your features matter less than your impact on the specific KPIs in your buyer's quarterly review. Kill underperforming markets immediately, even after years of investment: After building in Canada from 2014-2017, one US trade show in November 2017 generated "more signed business than we had done in the previous couple of years in Canada." They put Canada "on life support" by January 2018. Resource reallocation speed matters more than sunk cost. When signal clarity emerges, move capital and team within weeks, not quarters. High-touch relationship GTM beats automation until you hit scale: Tate's core partnership advice: "Pick up the phone...be gritty as hell. Those first hundred customers that you do, be gritty." He emphasized personal outreach builds "pattern recognition and learnings that you receive from being ultra curious." For partnerships specifically, bring "humility, transparency and the expectation that you're building a ten year plus relationship, not being transactional." Automation scales what works—but relationship GTM discovers what works. // Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM
In this episode, Dan Englander welcomeed Carl Smith, community builder and leader of The Bureau, for a wide-ranging, no-BS conversation on where the agency world is headed.
Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies
Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Ever looked at your agency's bank account and thought, “We're crushing it!” only to realize two months later that half that cash wasn't really yours yet? Or maybe you've hit that milestone where you start wondering what your agency might be worth if you sold it tomorrow… but your books are a confusing mix of guesswork and gut feelings. Today's featured guest was a finance expert before falling in love with the agency world and has the experience to show how smart financial planning (not just getting more clients) can completely reshape your agency's future. From forecasting and cash flow to the hard truths about selling, this conversation is packed with real-world lessons every agency owner needs to hear. Lacie Edgeman is the partner and co-owner of PrograMetrix, a digital paid media agency that focuses exclusively on programmatic advertising. With a background in finance, she oversees operations and financial strategy. However, like most small-agency leaders, she's worn just about every hat at some point. Her unique blend of financial discipline and operational savvy has helped her agency grow smart, not just fast. In this episode, we'll discuss: The superpower too many agencies ignore. Cash vs. accrual accounting. Why you should always be tracking these two KPIs. How much cash should you keep in the bank? Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. How a Finance Major Became an Agency Owner After earning a finance degree, Lacie joined a digital agency in Austin as a billing coordinator and quickly discovered she loved the chaos. “You either love it or you hate it,” she says. “I love the fast pace environment and the fact that it challenges me.” That early exposure to how agencies really work, from billing quirks to client chaos, gave her a perspective most creatives never get. By the time she joined PrograMetrix, she wasn't just another partner with ideas; she was the numbers-minded operator who could make sure every big creative idea actually paid off. Forecasting: The Superpower Too Many Agencies Ignore From a finance perspective, Lacie's biggest message for agency owners is to stop running their business off their checking account. “Future planning is where most agencies miss the mark,” she says. It's important to review your historical, of course, but Lacie recommends creating a forecast and revisit it quarterly. This way, if you want to add $1 million in take-home revenue, you can map out exactly which KPIs need to move to make that happen.. This is way, if you, for instance, want to add $1 million in take-home revenue, you can map exactly which KPIs need to move to make that happen. That forward focus creates smarter, calmer decisions; especially when things get uncertain. You can't sleep easy until you know what's coming in, what's going out, and how your pipeline will affect cash flow six months from now. Cash vs. Accrual Accounting: How to Stop Fooling Yourself About Profit When Lacie joined PrograMetrix in 2019, one of her first moves was switching from cash accounting to accrual accounting, a game changer for any media agency. Why? Because when you're handling large media budgets, those big lump payments from clients don't actually mean profit. Accrual accounting forces you to recognize revenue when the work is done, not when the check clears. “It's the only way to see what's actually happening,” Lacie explains. Otherwise, agencies can get fooled into thinking they're thriving when all they've done is temporarily hold pass-through media dollars. For anyone running paid media, she considers accrual accounting “painful but essential.” Furthermore, accrual accounting becomes critical when you're planning to sell your agency. It's not just about cleaner books, it's about protecting your valuation. In cash accounting, all incoming payments hit your revenue the moment they land, even if you haven't delivered the work yet. That can make your agency look healthier than it really is. However, a smart buyer will spot it—and they'll adjust your purchase price down to reflect any undelivered work. If you're serious about eventually selling, move to accrual accounting early so your books reflect true earned revenue. It not only helps you understand your real profitability but also builds trust with future buyers. Building the Right Financial Advisory Team for Your Agency Anyone with prior experience selling a business will probably tell you “if you're planning on selling soon, don't rely solely on a broker”. Brokers are financially motivated to close the deal fast, not to get the best terms. Instead, surround yourself with people who don't have skin in the game. Considering that most agency owners probably come from a creative background, Lacie suggests finding financial mentors or advisers who will tell them what they need to hear, not what they want to hear. You don't have to become a QuickBooks expert, but you do need to understand what your financials are saying about the health of your business. 2 KPIs Every Agency Owner Should Track If Lacie were stranded on an island and could only get one napkin of financials, it'd include two numbers: Topline Revenue (excluding media spend) EBITDA (basically your take-home before taxes) EBITDA is very important here, because you can have great revenue but without free flowing funds to invest back in the business, you'll still be a red flag for potential buyers. Those two tell her almost everything about an agency's financial health. “You can only cut costs so far,” she says. “At some point, you have to grow the top line strategically.” The real game is in balancing both, keeping a clean cost structure while expanding profitable revenue. Owners should also understand adjusted EBITDA, which adjusts for one-off expenses, to get a clearer view of your operational performance. It's something a potential buyer would do any way to get a more accurate picture of your agency's financial health. How Much Cash Should You Keep in Reserve? Ask ten agency owners this question, and you'll get ten answers. Lacie says three months of operating cash is the industry rule of thumb, though she's heard advisers tell sellers to shrink that down to one month before an acquisition. Many would disagree with that advice, but ultimately the right number depends on your risk tolerance and client concentration. If a single client dominates your revenue, then the most important advice would be to secure a line of credit before you need it. Losing a “gorilla client” (one worth more than 20% of your revenue) can wreck cash flow overnight. A credit line buys you breathing room so you don't start saying yes to bad clients just to make payroll. Niching Down Is the Key to Profitability and Valuation For Lacie, niching down was the single best move for PrograMetrix. “When you try to be everything to everyone, you can't scale,” she says. Every one-off client that doesn't fit your core offer quietly drains profit and focus. She urges agency owners to ask themselves if they're offering the right services and double down on what they're great at, not just good at. The rule is simple: the more focused you are, the more you can charge. Start by raising prices for new clients and soon the gap between legacy clients and new ones will convince you of the need to raise prices for legacy clients too. One mastermind member added $72,000 in monthly recurring revenue simply by repricing existing clients after niching. Each year, Lacie's team audits their client roster to identify accounts they've outgrown. It's never easy—many are long-time relationships—but letting go of clients who no longer fit is what creates room for bigger, better ones. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.
Can You Really Spot a Great Company Before Everyone Else Does? In this episode of REady2Scale, Jeannette Friedrich sits down with Lee McCabe, Partner at Claymore Partners and former executive at Meta, Alibaba, and Expedia. With deep experience in both technology and private equity, Lee shares how to uncover high-potential companies, particularly those hiding in “boring” sectors, by focusing on digital transformation, data-driven operations, and overlooked growth levers. Whether you're an investor, operator, or advisor, you'll gain practical insights into how leading firms are building value not just through financial engineering but through smarter marketing, better tech stacks, and operational efficiency. Key Takeaways: - Why old-school industries hold untapped value:Digitally underserved sectors like B2B and consumer services are ripe for disruption and value creation. - The power of a functional tech stack: Many businesses lack proper data infrastructure. Building a connected, insight-driven stack is step one to scaling sustainably. - What digital value creation really looks like:Private equity must shift from passive ownership to active operational involvement, especially in marketing and data analytics. - Lead generation is the real business: CEOs in services should view themselves as running lead generation engines. Conversion begins with optimised websites and media spend tracked to ROI. - AI hype versus reality: AI is not yet the silver bullet for most companies. Without basic data systems in place, AI becomes a distraction rather than a solution. - How to avoid data overload: Focus on the 10 to 15 KPIs that truly drive performance instead of drowning in dashboards and vanity metrics. - The real role of marketing agencies: Good agencies tie marketing spend directly to revenue and profitability instead of reporting on clicks and impressions. - Advising today's private equity investors: Future-leading firms will use defined operational playbooks focused on digital execution from day one rather than relying on traditional financial levers. - The compound effect of small steps: Lee shares his philosophy for building an extraordinary life: take consistent action every day, even when the direction is unclear. Recommended Resources: Book: The Predator's Ball by Connie Bruck Podcast: Pivot and All-In Timestamps 00:00 Introduction and Guest Introduction 01:46 Lee McCabe's Career Journey 03:07 Identifying Winning Companies 05:32 Digital Transformation in Business 09:27 The Impact of AI on Marketing 23:28 Lightning Round and Conclusion Connect with Lee McCabe: Find him on LinkedIn Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose *
Brian Gallagher sits down with Sean Healy, Founder and President of Accounted4 LLC, based in Philadelphia, PA, to unpack the financial side of running a physical therapy private practice. Together, they explore the difference between profit and cash flow, the power of KPIs, and why maintaining data integrity leads to smarter business decisions. They also discuss today's economic challenges, creative financial strategies, and how the evolving landscape of accounting can help practice owners adapt, grow, and recognize their true value.
Cameron discusses the essential mindset and strategies for practice owners in the medical aesthetics field. He emphasizes the importance of maximizing time, intentional leadership, and the need for a disciplined morning routine. He also highlights the significance of working on the business rather than in it, understanding key performance indicators (KPIs), and the role of effective leadership in achieving success. The conversation concludes with a call to action for practice owners to embrace their entrepreneurial identity and focus on growth.Listen In!Thank you for listening to this episode of Medical Millionaire!Takeaways:Maximize your time to deliver value to clients.Mindset is crucial for success in practice ownership.Vulnerabilities should be viewed as opportunities for growth.Intentional leadership drives enterprise growth.Focus on signal, not noise, in business operations.Establish a disciplined morning routine for success.Work on your business, not just in it.Understand and track your KPIs for better decision-making.Leadership is a daily commitment, not just a title.Every successful entrepreneur has a coach or mentor.Unlock the Secrets to Success in Medical Aesthetics & Wellness with "Medical Millionaire"Welcome to "Medical Millionaire," the essential podcast for owners and entrepreneurs inMedspas, Plastic Surgery, Dermatology, Cosmetic Dental, and Elective Wellness Practices! Dive deep into marketing strategies, scaling your medical practice, attracting high-end clients, and staying ahead with the latest industry trends. Our episodes are packed with insights from industry leaders to boost revenue, enhance patient satisfaction, and master marketing techniques.Our Host, Cameron Hemphill, has been in Aesthetics for over 10 years and has supported over 1,000 Practices, including 2,300 providers. He has worked with some of the industry's most well-recognized brands, practice owners, and key opinion leaders.Tune in every week to transform your practice into a thriving, profitable venture with expert guidance on the following categories...-Marketing-CRM-Patient Bookings-Industry Trends Backed By Data-EMR's-Finance-Sales-Mindset-Workflow Automation-Technology-Tech Stack-Patient RetentionLearn how to take your Medical Aesthetics Practice from the following stages....-Startup-Growth-Optimize-Exit Inquire Here:http://get.growth99.com/mm/
In late September, The Guardian launched its first major U.S. marketing campaign, featuring the tagline “the whole picture.” It's a bold statement of intent from the 204-year-old news organization aimed squarely at American audiences, which highlights The Guardian's brand of free, independent journalism.In this episode of The Big Impression, our hosts catch up with Sara Badler, chief advertising officer in North America for The Guardian U.S., to explore the vision behind the campaign, as well as some early takeaways since launch. Episode TranscriptPlease note, this transcript may contain minor inconsistencies compared to the episode audio. Damian Fowler (00:00):I'm Damian Fowler.Ilyse Liffreing (00:01):And I'm Ilyse Liffreing.Damian Fowler (00:02):And welcome to this edition of The Big Impression.Ilyse Liffreing (00:08):Today we're joined by Sara Badler, the chief advertising Officer of The Guardian U.S. She's leading the charge behind the Guardian's first major US brand campaign called The Whole Picture, a bold effort to reintroduce one of the world's most trusted news organizations to American audiences.Damian Fowler (00:29):It's an ambitious moment for The Guardian with plans to expand coverage in New York and DC launch new US podcasts and connect with readers in fresh ways. The campaign is signaling a big step forward for the brand and for quality journalism in the digital age.Ilyse Liffreing (00:44):From that striking yellow billboard in Midtown Manhattan to new approaches in digital marketing and audience engagement, the Guardian is proving that serious journalism can still make a splash and drive real impact.Damian Fowler (00:58):Let's get into it.Sara Badler (01:01):The whole picture is really, it's The Guardian saying, which I think now is more important time than ever, is this idea that we are completely global perspective, we are independent and we have no paywall. Everyone can read us and we are focused and dedicated to journalism. And the whole picture really shows dedicated in every sort of way of telling the facts whether that is culturally, artistically with the World Cup coming upon us. And obviously The Guardian is a massive, one of the biggest soccer ducks in the world, if not the biggest, and really showing up in different ways the whole picture. And so I'm probably talking too much about this, but you see us on the subway, we did a live activation last week in the Meatpacking District and it's just really showing who we are and what we represent.Damian Fowler (01:59):Yeah, it is interesting. It's one of those things like the 1111 thing when you think about it and you notice it. Once I saw the campaign launch, then I saw it on the New York subway and it was everywhere. But I'd read that the editor of the Guardian, Catherine ER had said that this is the perfect time to reintroduce the Guardian to US audiences. And I know it's had great traction in the country for a while. Why is that? Why do you think it is the perfect time, especially in New York and metropolitan cities, why is it the right time?Sara Badler (02:34):I think now more than ever, we really want alternative news sources. And I say that mean the Guardian's been around for 200 years. We are not new by any means, but we are new-ish and more of a teenager here in the US and we have tons of obviously news outlets and a lot of them are owned and operated by billionaires. And there's all different things that are happening to them. There's consolidation, there's putting up more paywalls. And I think now more than ever, having something free and a truly global perspective is unique and something that we have.Ilyse Liffreing (03:11):And the campaign itself has such a striking centerpiece, the creative looking at it, it's bright yellow, there's words that are hidden. I'm curious if you can describe a little bit about that creative choice developed with Lucky Generals and can you walk us through basically the idea behind that concept?Sara Badler (03:32):It was not easy. I would say that it took our marketing and cross organizational functions a long time to come up with this with Lucky Generals to credit to them. They've been amazing and they've worked with us in the UK and now in the US and we also work with PhD as an agency, which also has been amazing. And it just took time of evolving of what our real story is and what we want people to get out of it. And I think the global perspective, free independent journalism that's factual with integrity and talking about culture in these key moments is really what we wanted people to understand. And here,Ilyse Liffreing (04:14):Yeah, looking at the media strategy a little bit, what was the plan for go to market and for reaching those target audiences?Sara Badler (04:24):And I think this is with every marketing campaign. I was actually on talking yesterday on a panel and saying there's no more, my marketing campaign is like a media plan. You've got a podcast, you've got activations, you've got events. So I think one thing to really think about or that we've thought about is how do we consistently beat a drum? And people recognize it throughout, not just one moment, but multiple moments throughout their day, whether it's on the subway through the activation and events. So that's something that we really focused on and I think we're doing that and we're continuing to do that, which I'm very excited about. We've done a few things. We did a fashion collaboration with Lingua Franca with the sweaters that we're really excited in the West Village going there after this and we're having a party tomorrow evening there. And then other things like we are going to be kicking off a residency at the net, which is super exciting with our editors. And so I think keeping the drum beat and showing up at these places is part of what we want to show. We truly are the whole picture.Damian Fowler (05:27):Before we get to the sort of channels you use, I just wanted to ask you about that event planning around media campaigns. Why is that an important part and piece of a marketing strategy these days? The idea of the building community around events?Sara Badler (05:44):Well, I think there's a couple things to that. I think obviously we're still coming out of COVID in the sense that people want to go out, people want events. I also think the cultural moments are just so important and especially for brands like ourselves who, for example, the soccer World Cup coming, which is every four years. This is a huge moment for us. And so I think planning around that and the sense of community I think is important in everything we do. Even here at Advertising Week, there's a sense of community. We live and breathe kind of the same sort of things in day in and day out. Exactly. So I feel like that's kind of something that we're trying to build and I think that if you feel a part of it, it's just so much stronger.Ilyse Liffreing (06:32):Speaking of the World Cup, can you say anything more about your plans there?Sara Badler (06:37):Yes. I mean, as I mentioned, we're one of the largest global soccer desks. We have a football weekly podcast that has been in the UK forever. I actually went to their event a few weeks ago in London and it was truly, when you talk about those cultural moments, it was one of those things that I've kind of heard about it. My husband's British and a huge football fan and listens to the podcast, but I never really understood the true fans was the strike on the tubes were happening of course while I was there. Just lucky, always, always. And then of course it's pouring down rain on and off when you think it's going to be beautiful and there's still fans from all over the world coming and it's not just for one team, it's for every team and for every. And so it's just like that is kind of the cultural moment. And so seeing that we're going to be launching that here in North America, which is super exciting.Damian Fowler (07:35):It's interesting. In the UK there's a very distinct sense of who reads the Guardian. I'm a guardian reader, I admit. And actually it was a Guardian contributor as well for a few years. But in the US do you have a strong sense of the Guardian readership? Is that galvanizing? Is that kind of coming together?Sara Badler (07:54):Yeah, I mean I think to your point of what was your media plan, and I am sure we had a podcast on with Vox that we did there and I think that we're still trying to figure it out, I would say because we don't have a paywall. We really think, and I truly do believe that everyone can be as a guardian audience at one point. We do tend to have different skews of older people that have identified in the past with The Guardian, things like that. But we're also starting to create, I think a buzz in younger generations and being out here and being on the subways and having these activations and the World Cup and other things happening. We're launching other podcasts and newsletters and things like that. We're really starting to grow audience across the board.Ilyse Liffreing (08:45):Are there any other channels that you're experimenting with?Sara Badler (08:49):Everything? We are launching video, podcast newsletters. I'm just thinking events like I mentioned the NED residency, which will kick off October 14th I want to say. So we're kind of trying to do everything. I think that's another thing as we evolve as publishers is that's just something that's kind of happening and we're really excited to be doing it.Damian Fowler (09:15):And I guess maybe touching on the programmatic strategy on the side of things, how has that grown as it were since you've taken this role?Sara Badler (09:27):Definitely. I am sure it was in the press. We were in the press with the trade desk as we launched the trade desk, which was kind of ironic obviously because I think we were, when I was at DOD Dash Meredith, we were the first publisher there and then coming to the Guardian able just do it again, but is we have really looked at our programmatic strategy and we actually kind of reorganized. And so the global programmatic strategy is actually coming out of the us which is very unique for The Guardian, which obviously everything is headquarters in the uk. And I think it really actually ties to our brand campaign of the whole picture and this global perspective is that we're really becoming one global unit. And I don't think it was like that before. I think it's been siphoned in different ways and I think now this is kind of the time. And so tying that back to the programmatic strategy is we're doing that as well. So we have one global programmatic team and strategy that we're super excited about and very good talent and we're just really excited to lean in as much as we can.Ilyse Liffreing (10:33):Okay, cool. So I know the campaign is so newSara Badler (10:36):Still,Ilyse Liffreing (10:36):But what kind of reaction have you seen so far?Sara Badler (10:40):It's really been positive. Not that I was expecting any negative, but it's just been a lot more vibrant than I even thought it would be to your point, like the neon yellow and just seeing the signs and on the subway and just constantly seeing them. We also had billboards in different places and even the meat packing district, the activation we did there, which thank God it didn't rain, but you could take off different of the wording and we had different social media people that were activating on it. It was just cool to see. And it's also cool to see the street traffic that it gets. Also, one other funny thing is we did not funny, but we did the Lingua Franco, we did the storefronts with the Guardian gear in it. And I took my daughters last week and I was so excited and one of the sweaters was sold out and the salesperson was like, I was like, who was it? I was naming colleagues. I was like, was it Jane? Was it? And they're like, no, someone came in and bought it. And I was like, yes. So I think those are the kinds of things also that have just made it really fun.Damian Fowler (11:50):From your perspective as a marketing chief, are there sort of KPIs that matter most for a campaign like this? Obviously sales brand lift, engagement, how do you look at it? And I know again, to Eli's point, it's kind of early days to say for this specific campaign, but in general, what are the KPIs that you kind of track on your dashboard?Sara Badler (12:14):We were just talking about this, we were like, how do you quantify? And obviously my background and life of programmatic, I'm like, give me some data.(12:25):And I think that it's hard for us. It's hard for us to say exactly what it looks like because I would say when you quantify it from how many RFPs are we getting or is our revenue growing or how we're seeing that, but it's really actually now having meetings with proactive ideas of things that we offer that we couldn't offer before. So I think tracking our global footprint and working with clients in a way that's way more collaborative rather than, oh, you're getting this RFP and it's like a circle of something that you're checking a box, giving it to us. You saw this, I think from a consumer perspective, just having presence in all of these places and we know we're growing our audiences and we can see that. We do look at the data and research all the time on this, and actually every Thursday we're figuring out what happened this week that shows that we're still progressing. And I think the other thing that we have to remember about marketing that's been different is it can't just be a one and done thing. You have to talk about this, it launched last week, now it's ad week. What are we doing? What are we doing next week? And then what are we doing in seven weeks that's going to keep this going.Ilyse Liffreing (13:40):On that note, how are you tying your normal content strategy to marketing strategy?Sara Badler (13:47):Is there a tie in? We collaborate all the time on things. I mean, even with the sweater collaboration, we have our voices and our editors wearing these sweaters and they truly are the voices. I'm just in the background trying to make sure brands are aware and audiences grow from it, but they're the voices of The Guardian and they are, I mean, they lead with integrity and independence and we have to look at that. So that's also very important and why it's so exciting for us.Damian Fowler (14:22):Now, I know the Guardian has a unique kind of monetization, it has a trust, but I wondered if you could sort of break down a little bit the Guardian stands, the GUARDIANIST stands. That's a complicated thing to say on monetization between the subscription and the ad supported and everything in between. Do you think about that and how do you approach thatSara Badler (14:45):Every day?(14:47):I think about it every day. It is, it's very unique. I would say we are so lucky to be owned by the Scott Trust because we look at things and we do things like this to the whole picture that are very thought out, methodical, programmatic, they make sense. We're able to do that because owned by a trust. So we're able to say, we don't need to do or worry about something that's happening in Q2. We can think about what's happening in the World Cup or the next one and what that looks like. So that's the trust and that's what we're very lucky to have from what you touched on with reader revenue is our readers really invest in us. And that's kind of something that we can say and we can say that to clients, we can say that to marketers, consumers, everyone. We can really genuinely say people are investing in us because they want to read us, they want us to do well, and that's how we need to put our story out there. And that's how I think we overlap from an advertising and our reader revenue perspective is ultimately we're just trying to grow these audiences and for people to hear our stories.Damian Fowler (15:53):There's something nice about that, asking readers to contribute what they want. That model works to build loyalty. ISara Badler (16:01):Expect completely. And that's something that I think it takes time. And that's why I'm saying I don't know our conversions for yesterday, but I do know that we are building somewhere that's exciting.Ilyse Liffreing (16:15):So you've had senior roles at Hearst, the New York Times and Doc Dash. What would you say are the biggest challenges even legacy publishers face when it comes to capturing readers today? Still?Sara Badler (16:29):I mean, we face all the challenges, soIlyse Liffreing (16:31):Many challenges.Sara Badler (16:32):And I feel like I would say it's pretty consistent to your point of being at a lot of publishers that have been around for a long time and huge brands. And I think some of the things that, the struggle is obviously one, there's a lot, there's so much media to consume. It's like how do you make yourself unique and different? And in that way it's also, there's been a lot of different acquisitions and things that have happened, so it's kind of like how do you make people aware of who your true brand is and where it sits. I think those are, it also is the challenge of the times, meaning the actual time of happening where when I was at Daash and we were living through COVID was a very different time than what we're doing now. I would not suggest live events at that point, but then here we are and this is what we're doing. I would say at the New York Times, it was a place, it was right when elections were happening when I was there as well. And so I think it just, it's really, everyone's got their challenges, but everyone also has placed to their strengths and I think that's really important for publishing.Ilyse Liffreing (17:46):Yeah. Are there any innovations, maybe particularly in digital advertising that you see as giving you optimism for even funding quality journalism in the future?Sara Badler (17:59):I mean, this campaign has given me a lot of optimism. The whole picture has been amazing to see and also because I think it makes so much sense, which is really nice. I think that we also live, I live in a world where everything's just completely over complicated and just what it means is independent, factual and free. That's really, it just makes sense. And I think things like that show optimism in what's going on.Damian Fowler (18:29):Yeah, we talked there on innovation, which means we have to ask you a little bit about ai and that has been framed in some ways as a threat, but also an ally. Where do you stand on that?Sara Badler (18:44):I think we're in the middle, and that's probably the most boring answer ever. But it's good, it's fine. I mean, we are actively using it and try and figure out how and where it fits in different places, but it does not change how we report and our journalism.Ilyse Liffreing (19:08):Good to hear, good to hear. Now some quickfire questions for you. Let's do it. What do you think is one thing the ad market desperately needs but doesn'tSara Badler (19:19):Have? Oh my God, we have so much of everything. The ad market desperately needs maybe some better organization of what our products are and the different types would be somethingIlyse Liffreing (19:36):Or streamlined,Sara Badler (19:37):A different streamlined approach would be somethingDamian Fowler (19:42):Less fragmentation perhaps. I dunno. Yeah, I dunno. I put words in your mouth.Sara Badler (19:47):I think one thing that publishers need is really to work better together to figure out what the future holds for them.Damian Fowler (19:57):And you may have answered this already in the podcast, but a publisher you secretly admire for how they're playing the game.Sara Badler (20:04):I mean, I think the New York Times has been brilliant in just how they've worked through a lot of different acquisitions they've made and things like that has been great to see. But I think all publishers have done a really great, the best that it's been a tough market and I think that even from a programmatic perspective and everything, we are just trying to do our best to get through it and also understand kind of what the world will look like quarter to quarter, which is very different. And it's not those days where you could be, I remember in past lives you'd be like year over year last year at this time and you're like, well, last year at this time was such a different,Damian Fowler (20:47):Such point youSara Badler (20:48):Can't even compare anymore. I know. Yeah. So it's like, well last year this happened. And so I think that it's a tough thing for publishers to do.Ilyse Liffreing (20:59):What would you say is the boldest marketing risk you've ever taken?Sara Badler (21:06):That's a great question. I would say just because, just to go back to also the whole picture, I think this whole thing we've done also the collaboration with Lingua franca and the sweaters, we didn't know how people would react or the world would react or if they would react, but I think that because it's something you're just putting out there, we've never done anything in the fashion world at all. And I think that was kind of something that probably not the most scary but the most scary to me this week of doing that. I was like, I don't know if this is going to work. And we don't know how people react. And you want only positive things to come out, especially after you're doing such a big collaboration.Ilyse Liffreing (21:53):Nice marketing every week is different, isn't it? Yeah. Just depends on the day. Yeah. IDamian Fowler (21:58):Guess here's the last question. If you could steal one idea from another industry and bring it into publishing, what would that be?Sara Badler (22:07):Sorry,Damian Fowler (22:08):These are hard questions.Sara Badler (22:09):No idea. Well, it's funny, I was thinking, I was like fashion week, we just talked about fashion, but now we're in advertising week. So they've definitely done that. I would say, I dunno, I guess we don't have a Super Bowl or anything like that. That would be good. I think we've got enough stuff really. We should stop. Yeah, we should. I'm thinking there's South by there's can we do so many things? And I think that's one thing from my perspective that again, with the whole picture that we're really trying to do is show up in the right way where it matters. And if you try to be everywhere or nowhere, and I think that's really important for us to think about. And so trying to do something that you haven't done yet, you should definitely do, but it should feel natural.Ilyse Liffreing (22:55):Sara, we're recording an advertising week and I'm curious if you have a major takeaway that you could share with us.Sara Badler (23:03):Okay, so I mentioned day two, we're on day two and I think it does feel bigger than it's ever been or busier for sure. And it feels like there's so many things going on. The other thing though is I think because there are so many of these things that it also feels like in this world right now, we're doing a lot of in-house things, if that makes sense. We have tons of our team in town this week. I know that when I talk to clients or agencies, they're doing a lot of internal stuff. So it feels like that's a big something that's changed a little bit.Ilyse Liffreing (23:40):I would say there's definitely a lot more people I think this week then than I remember in years past at least.Sara Badler (23:46):But even every time I talk to someone, they're like, well, we have a lot of internal stuff going on. And I think that there's a lot going on. So I think that that's also something that is happening that maybe didn't happen as often.Damian Fowler (24:05):And that's it for this edition of The Big Impression.Ilyse Liffreing (24:07):This show is produced by Molten Hart. Our theme is by Love and caliber, and our associate producer is Sydney Cairns.Damian Fowler (24:14):And remember,Sara Badler (24:15):We have tons of, obviously news outlets and a lot of them are owned and operated by billionaires, and there's all different things that are happening to them. There's consolidation, there's putting up more paywalls. And I think now more than ever, having something free and a truly global perspective is unique and something that we have.Damian Fowler (24:37):I'm DamianSara Badler (24:37):And I'm Ilyse, and we'll see you next time. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode, you'll learn:Why the “new patient volume rollercoaster” happens—and how to stop itWhat makes the COA role a must-have in every growth-focused clinicThe biggest hiring and management mistakes (and how to avoid them)The exact KPIs and accountability systems that drive consistent new patient flowProven call metrics from top COAs (8–12 hours/week, 1,200+ calls/month!)How to build the culture, systems, and communication loops that keep your outreach thrivingNext Steps:
Live from Boston on the final stop of the Advisory Amplified tour, Blake sits down with James Erving from Fathom and Chris Macksey from Prix Fixe Accounting to explore what advisory services really mean beyond bookkeeping and compliance. Chris shares how his firm requires advisory for all restaurant clients, using industry expertise and operational metrics to guide decisions on everything from menu pricing to expansion timing. The conversation covers the difference between delivering information versus being integral to decision-making, with insights on forecasting, benchmarking, and why visual KPIs help clients with low financial literacy understand their business performance.Chapters(00:22) - Welcome to the Earmark Podcast (01:15) - Prix Fixe Accounting: A Niche in Hospitality (02:25) - Advisory Services in the Restaurant Industry (06:20) - Forecasting and Budgeting for Restaurants (06:59) - Getting Started with Advisory Services (13:40) - Defining Advisory Services (17:35) - The Value of Metrics and Visuals (25:24) - Advice for Firms Starting Advisory Services (27:40) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guests: James ErvingLinkedIn: https://www.linkedin.com/in/jameserving/Learn more about FathomOfficial website: http://fathomhq.comChris MackseyLinkedIn: https://www.linkedin.com/in/cmacksey/Learn more about Prix Fixe AccountingOfficial website: https://prixfixe.accountants/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
Every year at EXHIBITORLIVE, the conversations go deeper than booth design and swag trends. This year, the question that stopped people in their tracks was simple: “What's the biggest challenge event marketers are facing right now?”And the answers said a lot.Event pros from every corner of the industry opened up about the real pressures behind the scenes. From proving ROI and fighting for executive buy-in, to balancing endless stakeholder opinions, to adapting to a new generation of attendees who expect authenticity, purpose, and sustainability in everything they experience.Hosted by Coty Adams (VP of Sales & Marketing) and Mollie Stahl (Senior Account Executive) from Rockway Exhibits + Events, this compilation captures honest, unfiltered insights straight from the show floor.You'll hear how marketers are:✅ Redefining ROI and KPIs to finally earn a seat at the table with leadership✅ Navigating stakeholder overload while staying grounded in strategy that actually works✅ Tackling sustainability and generational shifts with creative, practical solutionsListen in for a pulse check on where event marketing really stands in 2025—and what today's challenges say about where it's headed next.----------------------------------Connect With UsMatt Kleinrock: https://www.linkedin.com/in/matt-kleinrock-9613b22b/ Coty Adams: https://www.linkedin.com/in/cotykadams/ Mollie Stahl: https://www.linkedin.com/in/molliestahl/ Our Company: https://rockwayexhibits.com/
CX Decoded dives into how contact centers and digital teams turn customer interactions into real business value. In this episode, host Dom Nicastro sits down with Barry Cooper, president of NiCE's CX division, to unpack the company's evolution from workforce management roots to a full-service CX platform — and what that means for agents, leaders and customers. Cooper shares how unified interaction data and AI are reshaping quality, coaching and KPIs; why the agent experience has to lead any automation push; and what's coming with CXone Mpower, specialist personas for asynchronous work and a “single pane of glass” across channels. It's a candid look at the tools, behaviors and org roles defining the next era of customer experience.
On today's episode, Dr. Mark Costes is back for Part 2 of his powerful presentation from the Dental Success Summit, where he dives even deeper into the most pressing challenges facing dental practice owners today—and what to do about them. Mark unpacks the real impact of the shrinking dental workforce, the hygiene “situationship,” and how to turn non-producers into high-performing team members by aligning compensation with measurable KPIs. He also explores the nuances of PPO participation, helping listeners understand how to evaluate profitability per procedure, plan, and provider. With a strong emphasis on leadership, culture, and infrastructure, this session is packed with pragmatic insights to help you scale smarter, retain top talent, and reclaim control in a rapidly evolving industry. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast
How do you know if you're charging the right fees, tracking the right numbers, or investing enough in marketing to grow your clinic? Join Dr. Stephen and Dr. Josiah Fitzsimmons of Lucro to answer those exact questions and share a clear path to building a profitable, purpose-driven practice. Together they walk through the numbers that matter most—lifetime value, customer acquisition cost, conversion rates, and schedule capacity—and show how to use them as tools for confident decision-making. Dr. Josiah's journey went from scaling to $15M, weathering a steep drop to $5M, and rebuilding stronger than ever with a $7M practice and a mission-driven model. Taking this experience and new found appreciation of REALLY knowing your numbers: his new book-keeping business, Lucro, is helping other chiropractors simplify their data and find profit margins they can reinvest into people, technology, and marketing. By combining structure with purpose, you'll discover how to grow without guesswork and create a patient experience that drives both retention and impact.In this episode you will:Learn a quick break-even ROAS rule using your true profit margin. See why most clinics underspend on marketing and how to set CAC targets with confidence. Find the conversion-rate “sweet spot” that signals it's time to raise prices. Calculate real schedule capacity and close the gap between potential and actual volume. Upgrade the care experience to increase PVA and lifetime value. Episode Highlights02:35 See how structure, KPIs, and accountability create the foundation for a scalable clinic.03:30 Understand the five business domains and how removing one constraint unlocks expansion.04:33 Hear how early discipline and work ethic shaped Josiah's leadership journey.05:28 Discover how visiting more than 50 clinics before opening led to a seven-figure first year.06:42 Find out what other industries taught Josiah about structure, metrics, and scalability.07:34 Learn how applying the TRP operating system turned frustration into growth and momentum.08:58 Understand why knowing your numbers matters less than knowing what to do with them.09:51 See the difference between operational metrics and financial metrics and why both are essential.12:12 Explore the four Ps of a successful clinic—purpose, product, people, and profit.14:27 Learn how profit creates freedom to invest in marketing, people, and technology.16:38 Understand why undercharging limits impact and weakens your ability to serve.19:17 Discover how to calculate and use the LTV-to-CAC ratio for smarter marketing decisions.22:50 Learn a simple formula that shows your break-even return on ad spend.25:21 See how using data instead of emotion builds clarity and calm in decision-making.27:16 Understand how your conversion rate reveals when it's time to raise prices.30:04 Learn how to measure schedule utilization and close the gap between potential and reality.32:45 See why most clinics run at only a fraction of capacity and how to change that.34:18 Discover how retention, education, and value delivery increase lifetime patient relationships.35:33 Learn how to design a “Disney Experience” that makes care memorable and personal. Resources MentionedTo learn more about the REM CEO Program, please visit: http://www.theremarkablepractice.com/rem-ceoBook a Strategy Session with Dr. Pete - https://go.oncehub.com/PodcastPCPrefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1To listen to more episodes, visit https://theremarkablepractice.com/podcast or follow on your favorite podcast app.
Build a Business That Serves Your Life (Not the Other Way Around) with John Nieuwenburg Small business owners are great technicians—but often underpowered CEOs. Coach John Nieuwenburg breaks down why most owners feel squeezed by time, team, and money—and how to fix it. We cover building a simple, real-time dashboard (so you stop driving by the rear-view mirror), the “three-legged stool” of systems-people-leadership, recruiting a bench before you're desperate, plus hiring for culture over skills. The goal: a business that funds—and fits—your life. In This Episode, You'll Learn: Why most small business owners struggle with time, team, and money—and how to regain control. How to build a dashboard with 3–5 KPIs that actually predict success, instead of relying on lagging P&Ls. The three-legged stool of systems, people, and leadership—and why systems must run the business. The 85/15 rule: systematize the routine, humanize the exceptions. How to shift from avoidance to mastery in crucial conversations with your team. Why recruiting should be ongoing—build a bench before you need it. The truth about culture: you don't get the one you want, you get the one you deserve. Why you must hire for culture and train for skills, not the other way around. The real purpose of a small business: to fund the life of its owner. Key Takeaways: Dashboards beat rear-view P&Ls: pick 3–5 KPIs owners can act on weekly. The 3-legged stool: systems run the business; people run systems; you lead people. Systematize 85% (routine), humanize 15% (exceptions). Seek system fixes, not people fixes. Recruit before you need it—build a bench so you can enforce standards without fear. Hire for culture, train for skill; most terminations are culture, not skill. Crucial conversations are a core leadership skill; avoidance is expensive. Purpose check: Your small business should serve your life. If not, change it. Guest Bio: John Nieuwenburg is a business coach (since 2004) who's helped 320+ small-business owners increase profits, remove chaos, and reclaim their lives. Formerly President of BC Liquor Stores (>$3B revenue; 4,000 employees), he was named MacKay CEO Forums' “Canada's CEO Trusted Advisor—Small Business” in 2019. He leads W5 Coaching, applying a Socratic approach to help owners think clearly and act decisively. Links: https://w5coaching.com/ https://www.facebook.com/john.nieuwenburg/ https://ca.linkedin.com/in/business-coach-canada Conclusion: At the end of the day, your business should exist to serve you—not consume you. As John Nieuwenburg reminds us, small businesses thrive when owners stop running by the “rear-view mirror,” build dashboards that give them clarity, systematize their operations, and lead with courage in conversations and culture. The reward? A business that creates both profit and peace of mind. If your company isn't giving you the freedom and financial security you started it for, it's time to make the shifts that put your life back at the center. #ProfitFirst #SmallBusiness #CashFlow #BusinessCoach #KPIs #Dashboards #Systems #Leadership #Hiring #CompanyCulture
Brie Anderson and Matthew Bertram explore why LLM-sourced traffic often converts better than traditional organic, how to track it cleanly in GA4, and why attribution will always be directional. We share a practical framework for aligning KPIs, separating dashboards from reports, and building a tracking plan that drives real decisions.• LLM referrals as high-intent visits• GA4 source/medium over fragile channel groupings• First user vs session vs model-based views in GA4• UA to GA4 shift, privacy and event-based data• SEO vs CRO alignment and KPI clarity• Tracking plans, UTM standards, and maintenance• Search Console vs GA4 roles and gapsGuest Contact Information: Website: www.beastanalyticsco.comInstagram: www.instagram.com/brie_e_andersonLinkedIn: www.linkedin.com/in/brieeandersonTwitter/X: x.com/brie_e_andersonMore from EWR and Matthew:Leave us a review wherever you listen: Spotify, Apple Podcasts, or Amazon PodcastFree SEO Consultation: www.ewrdigital.com/discovery-callWith over 5 million downloads, The Best SEO Podcast has been the go-to show for digital marketers, business owners, and entrepreneurs wanting real-world strategies to grow online. Now, host Matthew Bertram — creator of LLM Visibility™ and the LLM Visibility Stack™, and Lead Strategist at EWR Digital — takes the conversation beyond traditional SEO into the AI era of discoverability. Each week, Matthew dives into the tactics, frameworks, and insights that matter most in a world where search engines, large language models, and answer engines are reshaping how people find, trust, and choose businesses. From SEO and AI-driven marketing to executive-level growth strategy, you'll hear expert interviews, deep-dive discussions, and actionable strategies to help you stay ahead of the curve. Find more episodes here: youtube.com/@BestSEOPodcastbestseopodcast.combestseopodcast.buzzsprout.comFollow us on:Facebook: @bestseopodcastInstagram: @thebestseopodcastTiktok: @bestseopodcastLinkedIn: @bestseopodcastConnect With Matthew Bertram: Website: www.matthewbertram.comInstagram: @matt_bertram_liveLinkedIn: @mattbertramlivePowered by: ewrdigital.comSupport the show
Self-checkout is hitting its inflection point in retail! From frictionless AI-powered produce scanning to better integration with loyalty and payment systems, the future of in-store shopping is all about speed, efficiency, and smart tech. Key takeaway: Success comes from getting the basics right, integrating technology, measuring the right KPIs, and aligning staff, not just chasing the “next shiny thing.” Check out the full insights from our Rethink Retail podcast with Host Trevor Sumner, Nino Hörttrich from Diebold Nixdorf and Amar Mokha from Incisiv.
"When you have trust, sky's the limit. When you have trust, that's when you're gonna build resiliency."In this episode, Bradley Hamner sits down with Claude Silver, the world's first Chief Heart Officer and the number two executive at VaynerX to Gary Vaynerchuk. Claude shares her unconventional journey from New York to Santa Fe to San Francisco, London, and back to New York, and how these experiences shaped her approach to leadership and human-centered business culture.As the author of the forthcoming book "Be Yourself at Work: The Groundbreaking Power of Showing Up, Standing Out, and Leading from the Heart," Claude debunks the myth that authenticity is a weakness in the workplace and shares practical insights on building psychologically safe, high-performing teams.Key Topics Discussed:Claude's Origin Story.Building Authentic Workplace Culture.Leadership and Vulnerability.Hiring for Culture Fit.Performance and Empathy.Remote and Hybrid Work Considerations.Connect With Claude SilverGet your copy of Claude's new book, "Be Yourself At Work: The Groundbreaking Power of Showing Up, Standing Out, and Leading from the Heart" at https://beyourselfbook.com/Email: claude@claudesilver.comWebsite: ClaudeSilver.comConnect With UsGet the newsletter every Friday: https://BlueprintOS.com/assets Subscribe on YouTube for video episodes: https://www.youtube.com/@_abovethebusiness New episodes drop every Monday & Friday.If you found value in this episode, share it with just one other business owner who might benefit. Remember—building a community happens one person at a time. Subscribe, like, and comment with your biggest takeaway from this episode!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...
Drop your North Star in one sentence below. If you can't say it in a line, you can't live it in a year! Are you doing everything and going nowhere? This episode is your wake-up call. We break down why scattered hustle kills credibility, how a single North Star changed our entire operation, and the exact mindset shift to align actions with the goals you keep talking about. The guys get surgical: give up the stage for the mission, put businesses on autopilot (one at a time), value mastery over opinions, and stop letting anxiety grow in the gap between your words and your work. If you want receipts, we've got them—KPIs, standards, and the uncomfortable conversations required to level up.