Podcasts about CRM

As the year wraps up, we are replaying some of our favorite conversations from 2025, including this one!Customer lifetime value is a critical KPI, but with customer acquisition costs rapidly rising, what can brands do to successfully build long-term value for the business?Agility requires seeing past vanity metrics to the durable value hidden in customer relationships. When customer acquisition costs climb and privacy affects easy targeting, only nimble brands—those that align teams, data, and KPIs around lifetime value—stay ahead.All of this (and a few more things) are discussed in the recently-released Klaviyo B2C Report. To discuss it, I'd like to welcome Jamie Domenici, CMO at Klaviyo. About Jamie Domenici Jamie is Chief Marketing Officer at Klaviyo, the only CRM built for consumer brands. She has served as the Chief Marketing Officer since August 2023. With more than 20 years of experience in SaaS Marketing, Jamie has become a pioneer in SMB Marketing and a champion for small businesses. Prior to Klaviyo, Jamie served as the CMO of GoTo, a provider of SaaS and cloud- based remote work tools for collaboration and IT management, and before that, she held various marketing leadership positions at Salesforce for over ten years. Jamie holds a B.A. in International Relations from California State University, Chico. Jamie lives in the San Francisco Bay Area with her husband and two daughters. Jamie Domenici on LinkedIn: https://www.linkedin.com/in/jdomenici/ Resources Klaviyo: https://www.klaviyo.com 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/ Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://ratethispodcast.com/agileConnect 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

Erica interviews James Hatfield, the co-founder of LiveSwitch, to discuss how video technology and AI are transforming the contracting industry. Hatfield introduces the concept of "Race to the Face," arguing that virtual face-to-face interactions build trust faster than traditional phone calls or slow in-person estimates. The discussion highlights how the platform enables remote diagnostics, instant documentation, and AI-driven work orders, significantly reducing wasted travel time and overhead costs for service professionals. Beyond business efficiency, Hatfield emphasizes the human impact of technology, noting how it helps entrepreneurs reclaim personal time for their families. The conversation concludes with a focus on philanthropy and the importance of using professional success to serve others within the community. Key Takeaways: • Prioritize getting face-to-face with clients virtually to build immediate trust and increase your sales close rates compared to traditional phone calls or texts. • Use video technology to eliminate unnecessary travel for estimates, allowing you to reclaim valuable hours of your day to spend with your family. • Delegate repetitive administrative tasks like writing reports, CRM entries, or contracts to AI tools to increase your professional efficiency and reduce burnout. • Document your work through video to provide full transparency, which protects your business from disputes and strengthens long-term customer relationships. • Adopt a mindset of service by looking for consistent ways to give back to your community or industry without expecting anything in return.

As 2025 wraps up, I've been reflecting on the lessons learned—both the challenges and the wins. This year brought huge personal and professional shifts, from moving into what feels like our "forever home," navigating unexpected family bereavements, and making some big strategic choices in my business. After six incredible years, The C Suite ® will see its final cohort in 2026.  Why? Two big reasons: Capacity: Major new projects (like the Expert Services Directory and growing corporate consulting commitments) need the kind of focus and energy the C Suite once did. Copyright: After increasing issues with plagiarism and protecting intellectual property, it's time to wind down this program with intention and integrity. But don't worry! There will still be opportunities for in-person training (like Converting Corporates in March) and smaller, targeted courses. The Expert Services Directory is Thriving If you're aiming to sell to organisations in the UK next year, now's the time to get listed. The Directory is driving real, qualified inbound leads and partnerships—and will soon be subject to VAT (so grab your spot before the price goes up!). The Podcast Remains! Great news: the Selling to Corporate® podcast isn't going anywhere. Expect more tour episodes, actionable sales tips (think: choosing CRM systems, proposal templates, and more), and a brand-new sponsor you'll recognise. I also wanted to share a few key takeaways that might help you as you think about your own direction for the coming year: Embrace Change, Even When It's Hard: Whether it's personal upheaval or shifting business models, leaning into transitions can reveal what matters most—and push you to make braver decisions. Protect Your Genius: Intellectual property is hard-won and worth defending. This year, I chose to sunset the C Suite to focus on new projects and safeguard my work from plagiarism—a reminder for all creators to stand firm in honoring your expertise. Community & Consistent Action Matter: I'm grateful for the incredible support network—professionally and personally—that's made all the difference this year. Consistency in sales activity, not just marketing, drives results and opens doors for growth, even in tough times. Whatever 2026 holds for you, I hope you're able to recognise your own growth, set bold new priorities, and keep taking consistent action!  Wherever you are—may your festive season be filled with rest, reflection, and readiness for an amazing 2026. Thank you for being here and cheers to the next chapter!

As the year wraps up, we are replaying some of our favorite conversations from 2025, including this one!Customer lifetime value is a critical KPI, but with customer acquisition costs rapidly rising, what can brands do to successfully build long-term value for the business?Agility requires seeing past vanity metrics to the durable value hidden in customer relationships. When customer acquisition costs climb and privacy affects easy targeting, only nimble brands—those that align teams, data, and KPIs around lifetime value—stay ahead.All of this (and a few more things) are discussed in the recently-released Klaviyo B2C Report. To discuss it, I'd like to welcome Jamie Domenici, CMO at Klaviyo. About Jamie Domenici Jamie is Chief Marketing Officer at Klaviyo, the only CRM built for consumer brands. She has served as the Chief Marketing Officer since August 2023. With more than 20 years of experience in SaaS Marketing, Jamie has become a pioneer in SMB Marketing and a champion for small businesses. Prior to Klaviyo, Jamie served as the CMO of GoTo, a provider of SaaS and cloud- based remote work tools for collaboration and IT management, and before that, she held various marketing leadership positions at Salesforce for over ten years. Jamie holds a B.A. in International Relations from California State University, Chico. Jamie lives in the San Francisco Bay Area with her husband and two daughters. Jamie Domenici on LinkedIn: https://www.linkedin.com/in/jdomenici/ Resources Klaviyo: https://www.klaviyo.com 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/ Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://ratethispodcast.com/agileConnect 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

What happens when a coworking expert walks into a national coworking brand as a day pass user—and the experience falls flat? This week, Jamie shares her recent day pass experience and turns it into a practical checklist for operators who want to treat every day passer like a potential long-term member (because they might be). It's the holiday season, which means travelers are staying with family, needing to get work done, and looking for a place to escape for the day. Day passers might be transient—or they might become your next member, referral source, or meeting room regular. But if your onboarding process is clunky, your team isn't asking questions, and nobody offers a tour, you're leaving money (and relationships) on the table. Jamie walks through exactly what went wrong in her experience and what should have happened instead—from the moment she walked in the door to the moment she left without anyone noticing. We talk about: Why signage, parking info, and wifi instructions should be crystal clear on your website The Shop app effect: why consumers expect frictionless checkout (and how Flexspace.ai makes this possible) Why your day pass booking process should never require 20 minutes and multiple steps The power of a simple tour—even if someone's rushing to a call How to read the room and offer help without being pushy Why introducing day passers to members creates instant belonging The one question your team should always ask: "Has this person been here before?" How to use your CRM to track referral potential and pain points Why seasonal offers and meeting room packages are perfect day pass conversion tools The Enneagram lens: why some people want to be seen and others want to be left alone Designing your space so people have to pass the front desk (and why that matters) If you've been treating day passes as transient revenue instead of relationship opportunities, this episode will shift how you think about every single person who walks through your door. Resources Mentioned in this Podcast: The Revenue Playbook (Operator Membership) Everything Coworking Featured Resources: Masterclass: 3 Behind-the-Scenes Secrets to Opening a Coworking Space Coworking Startup School Community Manager University Follow Us on YouTube

What happens when a coworking expert walks into a national coworking brand as a day pass user—and the experience falls flat? This week, Jamie shares her recent day pass experience and turns it into a practical checklist for operators who want to treat every day passer like a potential long-term member (because they might be). It's the holiday season, which means travelers are staying with family, needing to get work done, and looking for a place to escape for the day. Day passers might be transient—or they might become your next member, referral source, or meeting room regular. But if your onboarding process is clunky, your team isn't asking questions, and nobody offers a tour, you're leaving money (and relationships) on the table. Jamie walks through exactly what went wrong in her experience and what should have happened instead—from the moment she walked in the door to the moment she left without anyone noticing. We talk about: Why signage, parking info, and wifi instructions should be crystal clear on your website The Shop app effect: why consumers expect frictionless checkout (and how Flexspace.ai makes this possible) Why your day pass booking process should never require 20 minutes and multiple steps The power of a simple tour—even if someone's rushing to a call How to read the room and offer help without being pushy Why introducing day passers to members creates instant belonging The one question your team should always ask: "Has this person been here before?" How to use your CRM to track referral potential and pain points Why seasonal offers and meeting room packages are perfect day pass conversion tools The Enneagram lens: why some people want to be seen and others want to be left alone Designing your space so people have to pass the front desk (and why that matters) If you've been treating day passes as transient revenue instead of relationship opportunities, this episode will shift how you think about every single person who walks through your door. Resources Mentioned in this Podcast: The Revenue Playbook (Operator Membership) Everything Coworking Featured Resources: Masterclass: 3 Behind-the-Scenes Secrets to Opening a Coworking Space Coworking Startup School Community Manager University Follow Us on YouTube

Julie Deems shares strategies to make sure you're finishing the year strong with meaningful, achievable goals.Episode Highlights:Reflect on Your Wins and Lessons LearnedBreak Down Big Goals into Smaller, Achievable StepsBuild Accountability and Support into Your GoalsLearn more about the latest tool for dynamic professionals in the self-improvement industry, LyfQuest. A mobile CRM platform that's uniquely made for you!Learn more at: https://lyfquest.io/Instagram:USW Podcast ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@uswkokomo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kalena James ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@yesitskalenajames⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Julie Deem ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@indymompreneur⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠--------------------------------------------------USW Kokomo ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Production by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Business Podcast Editor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

¡Bienvenido al episodio #544 de “Con Licencia Para Vender”! En esta edición, Jorge Zamora responde una de las preguntas más frecuentes en el mundo comercial: ¿cuál es el mejor CRM para tu negocio? Si eres gerente de ventas, emprendedor o lideras equipos comerciales, este episodio te ayudará a elegir la herramienta adecuada para potenciar tus resultados. Jorge Zamora comparte desde su propia experiencia cómo tomar la mejor decisión al seleccionar un CRM, analizando los factores clave que debes considerar: tu experiencia previa con la herramienta, el tipo de productos o servicios que vendes, y si cuentas con apoyo en marketing dentro de tu empresa. A través de ejemplos fáciles de entender, compara distintos tipos de CRM, desde los más simples hasta los más sofisticados y explica por qué no siempre conviene elegir el más completo si no lo vas a aprovechar al máximo. En este episodio descubrirás cómo evitar los errores más comunes que se cometen a la hora de contratar un CRM, cómo identificar el sistema más adecuado según tu tamaño de negocio y tipo de venta, y por qué es fundamental no pagar por funcionalidades que nunca usarás. Además, conocerás los pros y contras de plataformas populares como Infusionsoft, ClickFunnels y Go High Level, y recibirás consejos prácticos para sacarles verdadero provecho. Como siempre, Jorge Zamora te ofrece recursos gratuitos, como talleres prácticos sobre cómo exprimir al máximo tu CRM y soporte personalizado para ayudarte en la implementación. Si buscas que tu inversión en tecnología realmente impacte tus ventas, este episodio te dará claridad y soluciones concretas.

Here's a problem that'll make your head spin: What do you do when you can sell way more than your company can produce? That's the question posed by Dylan Noah from Toronto. Dylan sells craft cider to bars and restaurants across his territory. He's the only salesperson for a small producer, working with limited tools (no proper CRM), and here's the kicker: he could sell a million dollars' worth of product, but production isn't enough to meet that demand. If you're shaking your head thinking this is a champagne problem, you're half right. But for Dylan trying to hit his income goals through commissions, it's a real constraint that's costing him money every single day. The CRM Obsession Is a Distraction Let's tackle the first issue head on. Dylan is worried he doesn't have the right CRM tools to manage his accounts and hit his numbers. Here's the brutal truth: at one point in time, salespeople sold a lot of cider, beer, wine, liquor, and all kinds of other stuff without any CRM at all. They used index cards in a box. They had lists on paper. And they crushed it. You're a small business with one salesperson working with 3,000 to 7,000 potential accounts in your territory. The last thing you should worry about right now is a $40,000 CRM system. Could you use automation for email sequences and promotions? Absolutely. Should you eventually invest in something like HubSpot or Pipedrive? Yes. But right now, what you need is a simple system to identify your best accounts and focus your time there. You're not going to hit $1 million across 3,000 accounts. You're going to hit it across 500 accounts that are the biggest restaurants and bars, where they like you, their customers like cider, and where you can create events and experiences that spike sales. Use a spreadsheet. Use index cards. Use whatever basic tool you've got right now. Create a 30-60-90 day system where you know who you're calling on in the next 30 days, the next 60 days, and the next 90 days. Build a list of your top 250 accounts that buy the most from you. That's where you live. Stop obsessing over tools you don't have and start maximizing the opportunity in front of you. Scarcity Is Your Secret Weapon This brings us to the real issue: production capacity. Dylan can sell it, but his company can't make enough of it. The bourbon distillers in America are dealing with this exact problem right now. They ramped up production years ago based on projected demand, and now they're sitting on excess inventory that's aging out. It's a delicate balance, and if you make too much, it goes bad and you lose everything. Here's what most salespeople don't understand about scarcity: it's actually a competitive advantage if you manage it right. When you have limited product, you're always going to be in an ebb and flow situation. Sometimes you'll have an abundance of one product type. Sometimes you'll have high demand products in short supply. The key is building a system that lets you move fast when opportunity strikes. This is where building buying profiles for every single customer becomes essential. You need to know which accounts buy which types of products, what their purchase patterns look like, and what their potential is (high, medium, or low). Think about it like your account coverage pyramid. When you have product available, you start at the top with your highest value accounts and work your way down. You're not treating all 150 accounts the same. You're prioritizing based on potential. When you have an abundance of one product type, you go directly to the customers who buy that product and say, "Hey, I've got product right now. Do you want to buy?" You can run specials. You can offer incentives (within legal limits). You move it fast. When your high demand products come in, you call your best accounts first and say, "I've got ten cases of this. I'm calling you first. How many do you want?" Then you go down your list. Most of the time, you'll sell out before you even leave your office. But if you've got 150 accounts and you're treating them all the same, it gets overwhelming fast. Segment them. Prioritize them. Work them strategically. Making Your Number When You Can't Control Supply The income issue is where this gets really interesting. Dylan wants to double his sales and earn more commissions, but he can't because the company keeps running out of product. Here's my take: if you're supposed to sell $1.5 million but your company only produces $750,000 worth of product that you could sell, they should pay you for the $1.5 million. Production was the reason you couldn't make your number, not your sales ability. Now, I know there are people in operations reading this who are going to say I'm full of it. But from a sales standpoint, if you've sold out of everything available, you've done your job. The constraint isn't you, it's production capacity. That's a hard conversation to have with ownership, I get it. But here's how you make that case: sell out of the other stuff that people don't want as much. Figure out how to move all of it. Put yourself in a position where you own the moral high ground when it comes to sales performance. If you do that and they still can't or won't pay you for what you could have sold, then you've got a decision to make. But at least you'll have learned how to sell in a resource-constrained environment, how to build relationships, how to manage your territory, and how to work a manual system. Those are skills that transfer to any sales role, especially ones that give you all the bells and whistles and unlimited product to sell. The Power of Old School Discipline Let's go back to 1985 for a minute. In 1985, you would have had a Rolodex with tabs for H (high potential), M (medium potential), and L (low potential) accounts. When product came in, you'd open to H, pull out the cards, and start dialing. "I've got ten cases of your favorite cider. I'm calling you first. How many do you want?" If they don't want any, click. Next card. By the time you hit the tenth account, you're usually sold out. That's the power of segmentation combined with discipline. Systems beat moods. Sequence beats sporadic effort. Process creates momentum. You don't need fancy technology to do this. You need clear priorities, good segmentation, and the discipline to work your system consistently. The Bottom Line If you're in Dylan's situation with limited tools and limited product, here's your game plan: Stop worrying about what you don't have and focus on maximizing what you do have. Build a simple segmentation system using whatever tools are available. Create detailed buying profiles for all your accounts so you know exactly who to call when specific products become available. Work your account coverage pyramid from top to bottom, always prioritizing your highest value customers. Sell out of everything, even the less popular products, so you have leverage when talking to ownership about compensation. The reality is that most sales challenges aren't about having the perfect tools or unlimited resources. They're about having the discipline to work a proven system consistently, even when conditions aren't ideal. That's how you win in sales. That's how you hit your numbers. And that's how you build a foundation of skills that will serve you for your entire career, whether you stay in a resource constrained environment or move to a role where the sky's the limit. Ready to master the fundamentals of prospecting and account management? Check out Jeb Blount's latest book with Brynne Tillman, The LinkedIn Edge, and learn how to build systematic, relationship-driven sales processes that work in any environment.

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In this episode, I'm talking about the importance of doing an annual audit for your balloon business. Analyzing past events, tracking potential repeat clients and setting goals for the upcoming year… it's all included! Listen in for tips on: Using your calendar and CRM to find data. Focusing on repeatable events for future bookings. Manually tracking important details. Creating a simple rebooking workflow. Setting realistic sales goals based on past performance. In the UGlu Hotline, hear why I make cards for my installation kits.   Unlock three free bonus episodes!    RESOURCES MENTIONED: Presenting sponsor: 17hats (get 50% off your 1st year)  2026 Bright Balloon Planner  Other sponsors & resources: Havin' A Party Wholesale (save 5% on orders $200+ with code PODCAST) Gemar USA  UGlu by Pro Tapes (save 5% on orders $200+ at Havin' A Party with code PODCAST)  DM @thebrightballoon on Instagram to ask a question or leave advice for the UGlu Hotline! Balloon Boss Mastermind & Summit  - - - - On the Bright Side (Apple) On the Bright Side (Patreon) 50 Ideas for Email Marketing | Join the Bright Balloon email list  The Bright Balloon on YouTube 

Send us a textA wave of funding announcements, acquisitions, and product launches highlights how quickly AI, data, and customer engagement technologies are converging across the enterprise. Significant financings for PhysicsX, Vultr, and Vellum signal strong investor confidence in platforms that support AI-native workloads, applied intelligence, and modern infrastructure, while Capgemini's acquisition of WNS underscores growing demand for large-scale, technology-enabled business transformation services. On the customer and marketing side, deeper integrations and feature expansions from CallMiner, Hightouch, Insight7, Jasper, Oktopost, and Salesforce reflect a shift toward real-time intelligence, personalization, and content automation embedded directly into core CRM and contact center ecosystems. Collectively, these developments suggest the market is moving beyond point solutions toward tightly integrated platforms that combine data, AI, and execution at enterprise scale.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=SKJ7uZQ3sRAQuestions for Panelists?

The Real AI: Authenticity + Intention in Life and Business   In a world where AI can write emails, produce video, and even mimic your voice, the greatest competitive advantage left is being human. Brian McRae reminds us that emotional loyalty, being known, valued, remembered, is what creates opportunity, referrals, purpose, and a life of meaningful success. Social media may get you attention, but it will never create devotion. Relationships do.   If you've been feeling alone, stuck, or unsure how to expand your circle of opportunity, this conversation is your roadmap back to connection.   Key Points with Reflection Questions:  Emotional Loyalty Is More Powerful Than Marketing. Most loyalty is transactional or habitual. But emotional loyalty, the kind your favorite small restaurant gives you when they remember your name and your kids, is what transforms your business and life. Brian built an entire mortgage business through emotional loyalty created at his monthly event. Reflection Question: Who in your life deserves more intentional appreciation from you this week? Authenticity + Intentionality = The New AI. Brian says the most important "AI" in business isn't artificial intelligence. It's Authentic and Intentional actions. A handwritten note, a thoughtful question, or genuine curiosity carries more power than any automated funnel. Reflection Question: Where can you replace automation with authentic intention? The World Rewards Generosity, Not Neediness. Most networking fails because people lead with "What's in it for me?" Brian teaches the opposite: Lead with gratitude, curiosity, and generosity, and doors open that marketing can't touch. Reflection Question: What's one simple generosity action you can take in the next 24 hours? Referrals Come From Partners, Not Clients. Most people confuse their client with their referral partner. Referral partners don't want to be sold to. They want partnership, support, and value. Brian's business grew by helping other professionals grow theirs. Reflection Question: Who are your true referral partners, and how are you helping them win? Relationships Require Rhythm and Systems. You don't need the perfect CRM. You need the one you actually use. Brian says: Identify your top relationships, Create a connection plan, Put follow-up time on your calendar, Track what matters, and Your calendar reveals your priorities. Your CRM reveals your influence. Reflection Question: What relationship rhythm do you need to protect weekly? Success Requires Facing Challenges, Not Avoiding Them. Brian has worked with and coached thousands of successful people. Their secret? They don't avoid challenges — they grow through them. They look for opportunity in the obstacle. Reflection Question: What challenge are you resisting that might actually be your path to growth Faith, Wisdom, and Mentors Shape Everything. Brian openly shares that faith transformed his life, and that mentors changed his direction. Success isn't achieved alone. It's shaped by the wisdom of people who've walked the road before us. Reflection Question: Which wise voice should you be listening to more closely right now?   Money Learning from Brian McRae: Brian uses Profit First not because it's trendy, but because he never wants financial surprises again. ·       Profit First gave him:      Peace of mind      Predictable cash flow      Confidence his taxes and expenses were covered      The freedom to build a coaching business in alignment with his strengths   He described Profit First as a system that eliminates stress and supports life-aligned decisions. In Richer Soul terms: It's a structure that creates space for purpose.   Key Takeaway: Success is not built on followers, funnels, or tactics. Success is built on intentional generosity, consistent relational rhythms, and becoming someone others want to advocate for. Emotional loyalty is the last unfair advantage in a world of automation.   Bio: Brian McRae built an award-winning, referral-based mortgage practice that placed him among the top 1% of originators nationwide. But along the way, he discovered a surprising truth: success isn't about being the best salesperson in the room—it's about becoming the most trusted advisor in someone's life. Today, Brian coaches loan officers, financial advisors, and attorneys on how to build rich relationships that generate referrals and grow their businesses—without sacrificing their faith, family, or fitness. His clients learn how to attract business instead of chase it, freeing up time and energy for what matters most. Through his frameworks, the Trusted Advisor Playbook and the Momentum System, Brian gives leaders a step-by-step plan to win more clients by first winning more trust. If you want to grow your practice through trust instead of tactics, Brian is the coach who can show you how.   Links: https://www.linkedin.com/in/briankmcrae/   https://www.facebook.com/profile.php?id=61563450897284  https://briankmcrae.com/   Which insight from Brian resonated with you the most? Share it with someone who needs to hear it — and consider sending a handwritten note this week. One small act of intention may open a door you never expected.   #RicherSoul #BrianMcRae #RelationshipMarketing #EmotionalLoyalty #PersonalGrowth #InnerWisdom #PurposeDrivenSuccess #AuthenticRelationships #GenerosityMindset #NetworkingTips #MindsetShift #LifeDesign #MeaningfulSuccess #ProfitFirst #EntrepreneurLife #SpiritualGrowth #SuccessMindset #LeadershipDevelopment #HumanConnection #IntentionalLiving   Watch the full episode on YouTube: https://www.youtube.com/@richersoul Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well-being to be able to do what you want, when you want, how you want. It's about personal freedom! Thanks for listening!   Show Sponsor: http://profitcomesfirst.com/   Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes   If you like the show please leave a review on iTunes: http://bit.do/richersoul   https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com   Some music provided by Junan from Junan Podcast   Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

California architect and longtime creative finance investor Robert Larivee joins host Keola Keala to share how he turned a Zillow listing that said “No Sub2” into a fully negotiated creative finance deal using skill, patience, and the power of his SubTo team. With decades of experience in architecture, construction, and seller-financed deals—even before joining Pace Morby's community—Robert explains why teamwork, relationship-building, and perseverance dramatically shorten the path from lead to closing. He reveals how joining SubTo accelerated his deal flow, how his team handles acquisitions, closings, and dispo, and why community support is essential for anyone wanting to succeed in creative real estate. Packed with wisdom from a lifetime of creative problem-solving, this episode is a blueprint for new and seasoned investors alike. ➡️ Meet Pace on the Creative Nation Tour: https://bit.ly/GetCreativeNationTour ➡️ Download the Free SubTo A-Z e-book: https://subto.sjv.io/qzd0Vb  ➡️ Get the CRM that will take you further: https://www.gohighlevel.com/pace ➡️ Use Creative Listing for FREE to buy and sell creatively: https://bit.ly/CreativeListing ➡️ Join the SubTo Community: https://subto.sjv.io/RG6EDb ➡️ Become a Top Tier Transaction Coordinator: https://toptiertc.pxf.io/yqmoxW ➡️ Discover the Gator Method: https://gator.sjv.io/6yYWBG ➡️ Get to the SquadUp Summit Conference: https://bit.ly/GetToSquadUpSummit COMMUNITY MEMBERS! ➡️ Get Featured on the Get Creative Podcast: https://bit.ly/GetCreativeGuestForm Refer a Friend to SubTo: refer.nre.ai/subto Refer a Friend to TTTC: refer.nre.ai/tttc Refer a Friend to Gator: refer.nre.ai/gator PLUG IN & SUBSCRIBE Creative Real Estate Facebook Group: https://www.facebook.com/groups/creativefinancewithpacemorby Instagram: https://www.instagram.com/pacemorby/  YouTube: https://www.youtube.com/@PaceMorby TikTok: https://www.tiktok.com/@pacemorby  X: https://x.com/PaceJordanMorby The Pace Morby Show: https://www.youtube.com/@thepacemorbyshow  

Some service businesses plateau because the owner stays trapped in daily operations. Others scale because they build teams, install systems, and let go of the work that keeps them stuck. This episode shows exactly what that transformation looks like.  In this episode of The Better Than Rich Show, Mike Abramowitz interviews Andrea Bryant, owner of Staged Right, one of Tampa Bay's leading home-staging companies. Andrea went from a 20-year schoolteacher to a full-time house flipper to running a staging company that now completes 150–175 homes a year. Her journey shows how systems, team development, CRM automation, and targeted hiring free owners from 60–70 hour weeks and create a business that scales with consistency.  Andrea explains how she replaced herself in staging, delegated administration, built a reliable team culture, and streamlined client nurturing using automated pipelines and campaigns. She breaks down the shift from doing everything herself to running a company that performs better without her in the day-to-day. Her hours dropped below 40 a week, she took a full month away while revenue held steady, and the company hit more than 100 five-star Google reviews.  You'll hear the real before-and-after: working nonstop with constant stress vs. creating freedom, stronger family relationships, and optionality to one day sell the business. This is a practical look at how everyday owners can buy back their time, build a self-sustaining company, and use business as a vehicle for their life.  Timestamps  [00:00] Introducing Andrea Bryant and Staged Right [01:10] From schoolteacher to home flipper to staging owner [03:30] Early fears, slow first months, first clients [04:35] Coaching, foundations, and learning real business systems [05:45] Building the team: movers, stagers, assistants [07:40] Hiring breakthroughs and culture wins [09:00] Current team structure and roles [10:40] Shifting out of admin and staging tasks [12:15] Volume growth: 150–175 homes a year [13:45] Revenue increases and price adjustments [15:40] What systems bought back time [16:50] CRM campaigns, nurture sequences, and business card automation [19:00] Staying in her “genius” and keeping relationship-driven sales [21:10] What's automated behind the scenes [23:00] Impact of automation on reputation and client experience  [27:40] 100+ Google reviews and rising service quality [28:45] Receiving acquisition offers and thinking about selling [30:30] Making a business sellable vs. owner-dependent [37:04] Experience with Better Than Rich and key results [40:10] What being “better than rich” means [41:20] Who Staged Right serves and where to reach Andrea [42:45] Close and next steps for listeners  Key Quotes  “I realized the business actually performs better when I'm not the one staging.” “My 60–70 hour weeks are gone. I'm under 40 now, and the revenue is higher.” “Automation doesn't replace personalization. It protects it.”  Key Takeaways  Hire for passion and skill so you can step out of the technical work. Build systems early: CRM, campaigns, tagging, automations, pipelines. Delegate admin immediately; every 10-minute task adds up to lost hours. A business grows faster when the owner focuses on relationships and rainmaking. Culture matters: loyalty, celebrations, shared wins, and team pride drive results. Removing yourself from operations increases valuation and creates optionality.  Links Mentioned  Staged Right www.stagedrightllc.com Better Than Rich betterthanrich.com/gsd Connect with The Better Than RichWebsite - https://www.betterthanrich.com/Facebook - https://m.facebook.com/betterthanrich/Instagram - https://www.instagram.com/betterthan_rich/Twitter - https://mobile.twitter.com/betterthan_richTikTok - https://www.tiktok.com/@betterthanrichYouTube - https://www.youtube.com/channel/UC3xXEb7rKBvkCOdtWd4tj2ALinkedin - https://www.linkedin.com/company/betterthanrich

Почему софт в автомобиле, который стоит миллионы, часто уступает по качеству и скорости телефону за 50 тысяч и как на это влияет война экосистем? Погружаемся в анатомию современного автомобильного софта вместе с Денисом Неклюдовым — тимлидом команды Android Automotive OS в Google. В выпуске разбираемся, почему автопроизводители вроде General Motors объявляют войну Apple CarPlay; заглядываем ПОД КАПОТ и обнаруживаем, что в машине часто работает не одна, а сразу две операционки; эмпатируем разработчикам приложений под авто, которые страдают из-за большой фрагментации и жестких гайдлайнов по безопасности. И, конечно, говорим о будущем: как AI и LLM превратят машину в "третье жилое пространство", и почему подогрев сидений по подписке — это только начало. Партнёр команды Podlodka — наши давние друзья @AvitoTech. Это команда с крутыми процессами, культурой здравого смысла и эксперимента. Узнать про их технологии, подходы и прокачку компетенций в командах можно по ссылкам: – Как декомпозиция повышает точность распознавания текста: опыт с фотографиями СТС https://clc.to/K4mk2A – Как мы используем RFM-сегментацию, чтобы улучшать CRM-коммуникации в Авито https://clc.to/rWGtng – Как аналитики Авито с помощью ML помогают людям выбирать хорошие авто с пробегом https://clc.to/Rt1C7A Реклама. ООО "Авито Тех”, ИНН 9710089440, erid:2SDnjd1eqTW Также ждем вас, ваши лайки, репосты и комменты в мессенджерах и соцсетях!
 Telegram-чат: https://t.me/podlodka Telegram-канал: https://t.me/podlodkanews Страница в Facebook: www.facebook.com/podlodkacast/ Twitter-аккаунт: https://twitter.com/PodcastPodlodka Ведущие в выпуске: Катя Петрова, Стас Цыганов Полезные ссылки: Polestar portraits | Denis Nekliudov | Google | Polestar https://www.youtube.com/watch?v=IYN05v2qXSE Денис на LinkedIn активно пишет про разработку под авто https://www.linkedin.com/in/nekdenis/

Doug Green, Publisher of Technology Reseller News, spoke with Raj Darji, Founder & CEO of Aarav Solutions, about the company's launch of two generative AI accelerators—InsightForge and Omni360—designed to help communications service providers modernize billing operations, sales workflows, and customer engagement. Aarav Solutions is a long-standing Oracle Communications implementation partner with more than a decade of domain expertise across Oracle BRM and related telecom platforms. Darji explained that this deep operational knowledge is embedded directly into Aarav's GenAI accelerators, enabling CSPs to adopt AI without disrupting existing infrastructure. “We are not experimenting with AI—we are applying it where telecom operators feel the most pain, inside billing and operations,” said Darji. InsightForge is a GenAI accelerator purpose-built for Oracle BRM that allows business, finance, and operations teams to query complex billing data using natural language—without writing SQL or relying on back-office specialists. By translating plain-language questions into database queries, InsightForge delivers real-time visibility into invoices, balances, taxes, and discrepancies, significantly reducing operational dependencies and response times. Omni360 extends this capability with an AI-driven CRM and CPQ platform tightly integrated with BRM. Designed for mid-market CSPs, MVNOs, and enterprise connectivity providers, Omni360 unifies CRM and billing into a single pane of glass and enables sales teams to generate products, pricing, and quotes through natural-language prompts. Introduced at Mobile World Congress, both solutions drew strong interest for demonstrating how GenAI can deliver immediate, practical value rather than remain a conceptual buzzword. Learn more about Aarav Solutions at https://www.aaravsolutions.com/. Software Mind Telco Days 2025: On-demand online conference Engaging Customers, Harnessing Data

Hogyan építesz fel egy 40 fős, stabilan növekvő céget úgy, hogy közben egyre kevesebb szükség van rád?Pál Zoltán pontosan ezt valósította meg: 1200 automatizált folyamat, delegálási rendszerek, teljes CRM-alapú működés, és egy olyan vállalkozói filozófia, amelynek a középpontjában a kiszerelt döntéshozatal, a rendszerstabilitás és a tulajdonosi szabadság áll.Ebben az epizódban Zoltán őszintén beszél arról:– hogyan épült át a cég úgy, hogy már nem rajta múlik;– miért cserélte le a vállalkozói „tűzoltást” kiszámítható rendszerekre;– miért idegesíti, ha naponta kétszer felhívják;– miért értéktelen számára a részvénycsomag, és mi az, amit tényleg megfizet egy vevő;– hogyan működik a 1200 automatizmus a gyártásban, HR-ben, CS-ben és kommunikációban;– miért válik valaki vállalkozóból tulajdonossá, és hogyan lehet ezt jól csinálni KKV-szinten is.A beszélgetés tele van olyan mondatokkal, amelyek szembemennek a vállalkozói romantikával, és rávilágítanak:a skálázás nem kreatív lángolás — hanem brutálisan következetes rendszerépítés.Ha komolyan gondolod a növekedést, és szeretnéd, hogy a céged nélküled is működjön, ez az epizód kötelező.

Lois Houston and Nikita Abraham explore how Oracle APEX integrates with AI to build smarter low-code applications. They are joined by Chaitanya Koratamaddi, Director of Product Management at Oracle, who explains the basics of Oracle APEX, its global adoption, and the challenges it addresses for businesses managing and integrating data.   They also explore real-world use cases of AI within the Oracle APEX ecosystem   Oracle APEX: Empowering Low Code Apps with AI: https://mylearn.oracle.com/ou/course/oracle-apex-empowering-low-code-apps-with-ai/146047/ Oracle University Learning Community: https://education.oracle.com/ou-community LinkedIn: https://www.linkedin.com/showcase/oracle-university/ X: https://x.com/Oracle_Edu   Special thanks to Arijit Ghosh, David Wright, Kris-Ann Nansen, Radhika Banka, and the OU Studio Team for helping us create this episode.   ---------------------------------------------------   Episode Transcript: 00:00 Welcome to the Oracle University Podcast, the first stop on your cloud journey. During this series of informative podcasts, we'll bring you foundational training on the most popular Oracle technologies. Let's get started! 00:25 Lois: Hello and welcome to the Oracle University Podcast! I'm Lois Houston, Director of Communications and Adoption with Customer Success Services, and with me is Nikita Abraham, Team Lead: Editorial Services with Oracle University.   Nikita: Hi everyone! We hope you've been enjoying these last few weeks as we've been revisiting our most popular episodes of the year. Today's episode is the last one in this series and is a throwback to a conversation on APEX with Chaitanya Koratamaddi, Director of Product Management for Oracle APEX.  00:57 Lois: We began by asking Chaitanya what Oracle APEX is and why it's so widely used. So, let's jump right in!   Chaitanya: Oracle APEX is the world's most popular enterprise low code application platform. APEX enables you to build secure and scalable enterprise-scale applications with world class features that can be deployed anywhere, cloud or on-premises. And with APEX, you can build applications 20 times faster with 100 times less code. APEX delivers the most productive way to develop and deploy mobile and web applications everywhere. 01:40 Lois: That's impressive. So, what's the adoption rate like for Oracle APEX? Chaitanya: As of today, there are 19 million plus APEX applications created globally. 5,000 plus APEX applications are created on a daily basis and there are 800,000 plus APEX developers worldwide. 60,000 plus customers in 150 countries across various industry verticals. And 75% of Fortune 500 companies use Oracle APEX. 02:19 Nikita: Wow, the numbers really speak for themselves, right? But Chaitanya, why are organizations adopting Oracle APEX at this scale? Or to put it differently, what's the core business challenge that Oracle APEX is addressing? Chaitanya: From databases to all data, you know that the world is more connected and automated than ever. To drive new business value, organizations need to explore and exploit new sources of data that are generated from this connected world. That can be sounds, feeds, sensors, videos, images, and more. Businesses need to be able to work with all types of data and also make sure that it is available to be used together. Typically, businesses need to work on all data at a massive scale. For example, supply chains are no longer dependent just on inventory, demand, and order management signals. A manufacturer should be able to understand data describing global weather patterns and how it impacts their supply chains. Businesses need to pull in data from as many social sources as possible to understand how customer sentiment impacts product sales and corporate brands. Our customers need a data platform that ensures all this data works together seamlessly and easily. 04:00 Lois: So, you're saying Oracle APEX is the platform that helps businesses manage and integrate data seamlessly. But data is just one part of the equation, right? Then there's AI. How are the two related?  Chaitanya: Before we start talking about Oracle AI, let's first talk about what customers are looking for and where they are struggling within their AI innovation. It all starts with data. For decades, working with data has largely involved dealing with structured data, whether it is your customer records in your CRM application and orders from your ERP database. Data was organized into database and tables, and when you needed to find some insights in your data, all you need to do is just use stored procedures and SQL queries to deliver the answers. But today, the expectations are higher. You want to use AI to construct sophisticated predictions, find anomalies, make decisions, and even take actions autonomously. And the data is far more complicated. It is in an endless variety of formats scattered all over your business. You need tools to find this data, consume it, and easily make sense of it all. And now capabilities like natural language processing, computer vision, and anomaly detection are becoming very essential just like how SQL queries used to be. You need to use AI to analyze phone call transcripts, support tickets, or email complaints so you can understand what customers need and how they feel about your products, customer service, and brand. You may want to use a data source as noisy and unstructured as social media data to detect trends and identify issues in real time.  Today, AI capabilities are very essential to accelerate innovation, assess what's happening in your business, and most importantly, exceed the expectations of your customers. So, connecting your application, data, and infrastructure allows everyone in your business to benefit from data. 06:54 Oracle University is proud to announce three brand new courses that will help your teams unlock the power of Redwood—the next generation design system. Redwood enhances the user experience, boosts efficiency, and ensures consistency across Oracle Fusion Cloud Applications. Whether you're a functional lead, configuration consultant, administrator, developer, or IT support analyst, these courses will introduce you to the Redwood philosophy and its business impact. They'll also teach you how to use Visual Builder Studio to personalize and extend your Fusion environment. Get started today by visiting mylearn.oracle.com.  07:35 Nikita: Welcome back! So, let's focus on AI across the Oracle Cloud ecosystem. How does Oracle bring AI into the mix to connect applications, data, and infrastructure for businesses? Chaitanya: By embedding AI throughout the entire technology stack from the infrastructure that businesses run on through the applications for every line of business, from finance to supply chain and HR, Oracle is helping organizations pragmatically use AI to improve performance while saving time, energy, and resources.  Our core cloud infrastructure includes a unique AI infrastructure layer based on our supercluster technology, leveraging the latest and greatest hardware and uniquely able to get the maximum out of the AI infrastructure technology for scenarios such as large language processing. Then there is generative AI and ML for data platforms. On top of the AI infrastructure, our database layer embeds AI in our products such as autonomous database. With autonomous database, you can leverage large language models to use natural language queries rather than writing a SQL when interacting with the autonomous database. This enables you to achieve faster AI adoption in your application development. Businesses and their customers can use the Select AI natural language interface combined with Oracle Database AI Vector Search to obtain quicker, more intuitive insights into their own data. Then we have AI services. AI services are a collection of offerings, including generative AI with pre-built machine learning models that make it easier for developers to apply AI to applications and business operations. The models can be custom-trained for more accurate business results. 09:47 Nikita: And what specific AI services do we have at Oracle, Chaitanya?  Chaitanya: We have Oracle Digital Assistant Speech, Language, Vision, and Document Understanding. Then we have Oracle AI for Applications. Oracle delivers AI built for business, helping you make better decisions faster and empowering your workforce to work more effectively. By embedding classic and generative AI into its applications, Fusion Apps customers can instantly access AI outcomes wherever they are needed without leaving the software environment they use every day to power their business. 10:32 Lois: Let's talk specifically about APEX. How does APEX use the Gen AI and machine learning models in the stack to empower developers. How does it help them boost productivity? Chaitanya: Starting APEX 24.1, you can choose your preferred large language models and leverage native generative AI capabilities of APEX for AI assistants, prompt-based application creation, and more. Using native OCI capabilities, you can leverage native platform capabilities from OCI, like AI infrastructure and object storage, etc. Oracle APEX running on autonomous infrastructure in Oracle Cloud leverages its unique native generative AI capabilities tuned specifically on your data. These language models are schema aware, data aware, and take into account the shape of information, enabling your applications to take advantage of large language models pre-trained on your unique data. You can give your users greater insights by leveraging native capabilities, including vector-based similarity search, content summary, and predictions. You can also incorporate powerful AI features to deliver personalized experiences and recommendations, process natural language prompts, and more by integrating directly with a suite of OCI AI services. 12:08 Nikita: Can you give us some examples of this? Chaitanya: You can leverage OCI Vision to interpret visual and text inputs, including image recognition and classification. Or you can use OCI Speech to transcribe and understand spoken language, making both image and audio content accessible and actionable. You can work with disparate data sources like JSON, spatial, graphs, vectors, and build AI capabilities around your own business data. So, low-code application development with APEX along with AI is a very powerful combination. 12:51 Nikita: What are some use cases of AI-powered Oracle APEX applications?  Chaitanya: You can build APEX applications to include conversational chatbots. Your APEX applications can include image and object detection capability. Your APEX applications can include speech transcription capability. And in your applications, you can include code generation that is natural language to SQL conversion capability. Your applications can be powered by semantic search capability. Your APEX applications can include text generation capability. 13:30 Lois: So, there's really a lot we can do! Thank you, Chaitanya, for joining us today. With that, we're wrapping up this episode. We covered Oracle APEX, the key challenges businesses face when it comes to AI innovation, and how APEX and AI work together to give businesses an AI edge.  Nikita: Yeah, and if you want to know more about Oracle APEX, visit mylearn.oracle.com and search for the Oracle APEX: Empowering Low Code Apps with AI course.  Lois: We hope you've enjoyed revisiting some of our most popular episodes of the year. We always appreciate your feedback and suggestions so do write to us at ou-podcast_ww@oracle.com. That's ou-podcast_ww@oracle.com. We're taking a break next week and will be back with a brand-new season of the Oracle University Podcast in January. Happy holidays, everybody!   Nikita: Happy holidays! Until next time, this is Nikita Abraham...   Lois: And Lois Houston, signing off!   14:34 That's all for this episode of the Oracle University Podcast. If you enjoyed listening, please click Subscribe to get all the latest episodes. We'd also love it if you would take a moment to rate and review us on your podcast app. See you again on the next episode of the Oracle University Podcast.  

In this episode of Money Mondays, Dan Fleyshman sits down with entrepreneur and educator Troy Millings to talk about building businesses, smart investing, and creating generational wealth. Troy shares how he built Earn Your Leisure into a multi-million-dollar brand and breaks down lessons on financial literacy, mentorship, and making an impact through live events like Invest Fest. This episode delivers practical insights on investing, entrepreneurship, and giving back with purpose.Troy Millings is an entrepreneur, educator, and founder of Earn Your Leisure, a multi-million-dollar brand focused on financial literacy, investing, and entrepreneurship. He hosts the Market Mondays podcast and produces Invest Fest, a live event connecting investors, entrepreneurs, and creators. Troy is known for helping people build wealth, make informed financial decisions, and create lasting impact.Like this episode? Watch more like it

Key topics covered include:-How to match CRM platforms to firm size, growth trajectory, and long-term vision.-Why integration and automation are critical to improving operational efficiency.-The differences in analytics, reporting, and dashboards across Redtail, Wealthbox, and Salesforce.-How clean, connected data enhances client experience and firm value.-Why advisors should “run their business as if they're selling it tomorrow”.This episode offers practical insight for advisors who are evaluating a CRM for the first time, considering a platform change, or simply want to understand how better data strategy can unlock more time, clarity, and growth.Download our whitepaper here: https://jedidatabasesolutions.com/resources/  Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Key topics covered include:

Sunsetting isn't failure—it's leadership.In this episode, Becky sits down with Desiree Lyons, CEO of Namaste Direct, and Kate Flatley, Executive Director of the Women's Justice Initiative, for an honest conversation about what it really looks like to put community at the center—even when it means changing or ending your own model. Together, they share how Namaste Direct made the difficult decision to sunset with integrity and why transitioning its economic empowerment program to WJI became a powerful unlock for greater, more sustainable impact for women in Guatemala.This conversation challenges the idea that success in the nonprofit sector is always about scale and growth—and offers a practical look at how merging, evolving, and ending well can be an act of responsibility, courage, and mission-first leadership.Episode Highlights:  Kate's Path to Guatemala and Law (02:04)Women's Justice Initiative Mission and Impact (03:06)Namaste Direct's Mission and Challenges (05:29)Turning Point: Rethinking Microfinance and Debt (09:36)Sunsetting and Succession: Strategic Decisions at Namaste (15:21)Reaching Out: Collaboration and Merger with WJI (20:55)Advice for Nonprofits: Mergers, Sunsets, and Impact (26:16)One Good Thing: Final Thoughts and Reflections (31:58)How to Connect and Closing Remarks (33:19)www.weareforgood.com/episode/668Thank you to our partners

Xmas Special: Software Industry Transformation - Why Software Development Must Mature Welcome to the 2025 Xmas special - a five-episode deep dive into how software as an industry needs to transform. In this opening episode, we explore the fundamental disconnect between how we manage software and what software actually is. From small businesses to global infrastructure, software has become the backbone of modern society, yet we continue to manage it with tools designed for building ships in the 1800s. This episode sets the stage for understanding why software development must evolve into a mature discipline. Software Runs Everything Now "Without any single piece, I couldn't operate - and I'm tiny. Scale this reality up: software isn't just in tech companies anymore." Even the smallest businesses today run entirely on software infrastructure. A small consulting and media business depends on WordPress for websites, Kajabi for courses, Stripe for payments, Quaderno for accounting, plus email, calendar, CRM systems, and AI assistants for content creation. The challenge? We're managing this critical infrastructure with tools designed for building physical structures with fixed requirements - an approach that fundamentally misunderstands what software is and how it evolves. This disconnect has to change. The Oscillation Between Technology and Process "AI amplifies our ability to create software, but doesn't solve the fundamental process problems of maintaining, evolving, and enhancing that software over its lifetime." Software improvement follows a predictable pattern: technology leaps forward, then processes must adapt to manage the new complexity. In the 1960s-70s, we moved from machine code to COBOL and Fortran, which was revolutionary but led to the "software crisis" when we couldn't manage the resulting complexity. This eventually drove us toward structured programming and object-oriented programming as process responses, which, in turn, resulted in technology changes! Today, AI tools like GitHub Copilot, ChatGPT, and Claude make writing code absurdly easy - but writing code was never the hard part. Robert Glass documents in "Facts and Fallacies of Software Engineering" that maintenance typically consumes between 40 and 80 percent of software costs, making "maintenance" probably the most important life cycle phase. We're overdue for a process evolution that addresses the real challenge: maintaining, evolving, and enhancing software over its lifetime. Software Creates An Expanding Possibility Space "If they'd treated it like a construction project ('ship v1.0 and we're done'), it would never have reached that value." Traditional project management assumes fixed scope, known solutions, and a definable "done" state. The Sydney Opera House exemplifies this: designed in 1957, completed in 1973, ten times over budget, with the architect resigning - but once built, it stands with "minimal" (compared to initial cost) maintenance. Software operates fundamentally differently. Slack started as an internal tool for a failed gaming company called Glitch in 2013. When the game failed, they noticed their communication tool was special and pivoted entirely. After launching in 2014, Slack continuously evolved based on user feedback: adding threads in 2017, calls in 2016, workflow builder in 2019, and Canvas in 2023. Each addition changed what was possible in organizational communication. In 2021, Salesforce acquired Slack for $27.7 billion precisely because it kept evolving with user needs. The key difference is that software creates possibility space that didn't exist before, and that space keeps expanding through continuous evolution. Software Is Societal Infrastructure "This wasn't a cyber attack - it was a software update gone wrong." Software has become essential societal infrastructure, not optional and not just for tech companies. In July 2024, a faulty software update from cybersecurity firm CrowdStrike crashed 8.5 million Windows computers globally. Airlines grounded flights, hospitals canceled surgeries, banks couldn't process transactions, and 911 services went down. The global cost exceeded $10 billion. This wasn't an attack - it was a routine update that failed catastrophically. AWS outages in 2021 and 2023 took down major portions of the internet, stopping Netflix, Disney+, Robinhood, and Ring doorbells from working. CloudFlare outages similarly cascaded across daily-use services. When software fails, society fails. We cannot keep managing something this critical with tools designed for building physical things with fixed requirements. Project management was brilliant for its era, but that era isn't this one. The Path Ahead: Four Critical Challenges "The software industry doesn't just need better tools - it needs to become a mature discipline." This five-episode series will address how we mature as an industry by facing four critical challenges: Episode 2: The Project Management Trap - Why we think in terms of projects, dates, scope, and "done" when software is never done, and how this mindset prevents us from treating software as a living capability Episode 3: What's Already Working - The better approaches we've already discovered, including iterative delivery, feedback loops, and continuous improvement, with real examples of companies doing this well Episode 4: The Organizational Immune System - Why better approaches aren't universal, how organizations unconsciously resist what would help them, and the hidden forces preventing adoption Episode 5: Software-Native Organizations - What it means to truly be a software-native organization, transforming how the business thinks, not just using agile on teams Software is too important to our society to keep getting it wrong. We have much of the knowledge we need - the challenge is adoption and evolution. Over the next four episodes, we'll build this case together, starting with understanding why we keep falling into the same trap. References For Further Reading Glass, Robert L. "Facts and Fallacies of Software Engineering" - Fact 41, page 115  CrowdStrike incident: https://en.wikipedia.org/wiki/2024_CrowdStrike_incident  AWS outages: 2021 (Dec 7), 2023 (June 13),  and November 2025 incidents  CloudFlare outages: 2022 (June 21), and November 2025 major incident  Slack history and Salesforce acquisition: https://en.wikipedia.org/wiki/Slack_(software)  Sydney Opera House: https://en.wikipedia.org/wiki/Sydney_Opera_House About Vasco Duarte Vasco Duarte is a thought leader in the Agile space, co-founder of Agile Finland, and host of the Scrum Master Toolbox Podcast, which has over 10 million downloads. Author of NoEstimates: How To Measure Project Progress Without Estimating, Vasco is a sought-after speaker and consultant helping organizations embrace Agile practices to achieve business success. You can link with Vasco Duarte on LinkedIn.

Send us a textHigher education institutions operate in an environment where academic mission, financial sustainability, and long-term stakeholder relationships must coexist—placing unique demands on enterprise systems. Before reviewing our Top Higher Education CRM Systems in 2025, it is essential to clarify how CRM success is defined in this context, where engagement extends far beyond traditional recruitment or advancement functions. Universities must manage complex, multi-decade relationships with prospective students, current learners, alumni, donors, faculty, research partners, and governing bodies, often across decentralized colleges and departments. As a result, higher education CRMs must emphasize lifecycle visibility, data governance, cross-functional coordination, and compliance, rather than narrowly focusing on transactional interactions or short-term conversion metrics.In this episode, our host Sam Gupta discusses the top 10 Higher Education CRMs in 2025. He also discusses several variables that influence the rankings of these Higher Education CRMs. Finally, he shares the pros and cons of each CRM system.Video: https://www.youtube.com/watch?v=suOIiIoZDFARead: https://www.elevatiq.com/post/top-non-profit-crms/Questions for Panelists?

Show Notes: Isa D'Elia, co-founder of GoalBridge, an AI startup in stealth mode opens the conversation with a brief overview of her background, mentioning she was at Amazon for five years and her co-founder, Vedant, was a software engineer at a financial institution in India. The Origin Story of GoalBridge Isa met her business partner in Berkeley Haas Business school. Through many discussions, they identified a problem in the consulting industry where consultants spent too much time on admin and manual work. They saw an opportunity to use AI to automate these tasks, leading to the creation of GoalBridge. Isa describes how they started working on GoalBridge, entering accelerators, and doing pivots. GoalBridge Iterations They found a design partner who needed a solution to discover their work within SharePoint, Google Drive, CRM, and email. GoalBridge's first iteration was a search AI agent that taps into various platforms to understand the context of engagements. The tool is called "building the brain of a firm" and has been tested with clients, leading to the development of additional agents. Isa introduces the first agent they built, a proposal building agent, which focuses on storyboarding proposals. Dealing with Non-billable Work Streams Consultants often complain about the tediousness of writing proposals, which are non-billable work streams. The agent helps create cohesive stories for proposals by using information from various sources and allowing iterations. They have a roadmap of additional agents to help consultants focus on strategy work rather than manual tasks. GoalBridge's Ideal Customer Profile When asked about the ideal customer profile for GoalBridge, Isa confirms they are targeting SMBs and tier two consulting firms, as larger firms have the resources to build their own tools. Currently, they have signed letters of intent with larger firms, indicating interest in their solution. The tool is designed to help consultants tap into strategy more effectively by automating manual tasks. Goalbridge's Access to Data The conversation turns to the limitations of GoalBridge in terms of access to data. Isa explains that the tool only accesses data that the user has access to, such as their email and specific folders in Google Drive or SharePoint. The tool acts as an AI agent that can quickly scan and understand the context of the data the user has access to. She talks about the challenges of accessing data that is not organized in SharePoint or Google Drive, such as emails. AI Agent that Writes Case Studies and Compendiums Isa introduces the project closeout agent, which helps partners extract and share information, write case studies and compendiums for projects. The agent anonymizes data and creates a cohesive story from various sources, including emails. This agent addresses the issue of knowledge management being left to good intentions and helps capture project context. The closeout agent can also be used for older projects. Demonstrating GoalBridge Isa shows the tool's interface, which includes a project creation feature, a chat dialog box for queries, and a files tab for uploading documents.   The tool can tap into various platforms like SharePoint, Google Drive, and CRM systems, with current integrations for HubSpot and Salesforce. They talk about the tool's ability to find examples of old projects and provide feedback on proposals. Isa explains the limitations of GoalBridge in terms of access to data. The tool only accesses data that the user has access to, such as their email and specific folders in Google Drive or SharePoint. The tool acts as an AI agent that can quickly scan and understand the context of the data the user has access to. She also talks about the challenges of accessing data that is not organized in SharePoint or Google Drive, such as emails. Primary Use Cases for GoalBridge Isa outlines the primary use cases for GoalBridge, including partners finding examples of old projects, engagement managers leveraging formatting, and associates copying slides. They discuss the potential for the tool to create PowerPoint presentations and provide feedback on them. Isa mentions future agents in the roadmap, such as a case study writing agent and a pricing strategy agent. The tool is designed to help consultants at all levels by automating manual tasks and improving the quality of their work. Security Concerns and Data Privacy On the issue of security and data privacy when giving external firms access to sensitive data, Isa explains that they have a separate server hosting client data, ensuring it is secure and not accessible by other clients. They are working on SOC 2 certification to further assure clients of their security measures. The tool does not train on client data, ensuring IP is protected and not used for other purposes. When it comes to pricing, Isa mentions their willingness to discuss pricing on a case-by-case basis. Timestamps: 00:02: GoalBridge AI Startup Introduction 02:19: Development and Initial Success of GoalBridge 03:36: Proposal Building Agent and Future Plans 05:59: Target Market and Ideal Customer Profile 09:20:Privacy and Access Limitations 11:25: Project Closeout Agent and Additional Use Cases 15:58: Demonstration of GoalBridge Tool 21:57: Primary Use Cases and Future Agents 22:55: Security and Data Privacy Links: Website: www.GoalBridge.ai Email: isa@GoalBridge.ai   This episode on Umbrex: https://umbrex.com/unleashed/episode-629-isa-deila-co-founder-of-goalbridge/ Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com. *AI generated timestamps and show notes.    

In this episode of Bridge the Gap, Josh and Lucas sit down with Ashley Luchsinger of Aline at the LeadingAge conference in Boston to explore how AI and CRM innovation are reshaping senior living sales and operations. Ashley shares insights into Aline's evolving mission of “elevating aging,” driven by new leadership, a renewed focus on customer alignment, and the launch of a customer advisory board. The conversation dives deep into the concept of zero-click discovery, where prospects increasingly gather information through AI summaries before ever visiting a community's website. Ashley explains how this shift is changing the prospect journey, emphasizing quality over quantity of leads and the need for smarter follow-up strategies.This week we discuss: The role of customer advisory boards in product developmentZero-click discovery and AI-driven search behaviorHow AI is reshaping the senior living prospect journeyDriving ROI through smarter sales prioritizationBest practices for adopting new technology in senior livingMeet the Hosts:Josh CrispLucas McCurdyConnect with Our GuestAshley LuchsingerProduced by Solinity Marketing.Sponsored by Aline, NIC MAP, Procare HR, Sage, Hamilton CapTel, Service Master, The Bridge Group Construction and Solinity. Become a sponsor of Bridge the Gap.Connect with BTG on social media:YouTubeInstagramFacebookTwitterLinkedInTikTok

Send us a textA cold morning, a prayer tent, and 50 turkeys handed out on Xenia Avenue set the tone for a raw, grateful conversation about work, purpose, and the post-frame craft. We open up about burnout and recovery, then connect that honesty to practical steps any shed, steel, or pole barn pro can use to grow in 2026. If you've ever felt spread thin by sales, installs, family schedules, and the weight of expectations, this one meets you where you are and hands you a plan.We share why community service sharpened our focus, how the “honesty tour” became a daily operating system, and where industry alliances create real leverage. The National Frame Builders Association (NFBA) is a door we're walking through together: educational series starting in January, a focused run-up to the NFBA Expo in Oklahoma City, and on-the-ground conversations with builders, suppliers, and innovators. Expect clear takes on tools that reduce friction—IdeaRoom for 3D configuration, SmartBuild for takeoffs, smarter CRM follow-ups, local SEO that actually moves the needle, and simple content systems that capture trust before the first phone call.We also spotlight mental health with the 988 Lifeline and a straightforward reminder to reach out if you're struggling. The trades are demanding, winter is real, and you don't have to white-knuckle it alone. Our commitment for 2026 is firm: do more of what works, cut what doesn't, and repeat until it sticks. If you're ready to turn gratitude into momentum, map your top three wins from 2025, three habits you'll double down on, and three misses you'll retire—and tell someone so it counts.If this conversation fuels you, follow the show, subscribe on YouTube, and share it with a builder who needs a nudge. Send us your questions for the upcoming Q&A series—your challenge might be someone else's breakthrough.For more information or to know more about the Shed Geek Podcast visit us at our website.Would you like to receive our weekly newsletter?  Sign up here.Follow us on Twitter, Instagram, Facebook, or YouTube at the handle @shedgeekpodcast.To be a guest on the Shed Geek Podcast visit our website and fill out the "Contact Us" form.To suggest show topics or ask questions you want answered email us at info@shedgeek.com.This episodes Sponsors:Studio Sponsor: J Money LLC

Most gym leads don't ghost. They just weren't followed up with long enough — or like a real human. If sales have felt harder lately, it's not because people stopped buying. It's because the game quietly changed… and most gyms didn't notice.Welcome to Gym Marketing Made Simple — the show that cuts through the noise and explains what actually drives steady growth for boutique gyms. Each episode breaks down marketing and sales systems in a way that's practical, realistic, and repeatable, so growth feels intentional instead of unpredictable.Episode HighlightsIn this episode, the conversation centers on one uncomfortable truth: leads need more attention than they used to and automation alone isn't enough anymore. Matt G breaks down why gym owners now need 10–20 touchpoints to convert a single lead, how personal outreach consistently outperforms automated sequences, and why most sales systems fail simply because they stop too early. The discussion goes deep into phone calls, text follow-ups, voicemail strategy, and how relationship-based communication leads to more booked consultations and stronger trust from the very first interaction.Episode OutlineWhy the average lead now requires 10–20 touchpoints instead of 6–10How alternating phone calls and texts over a 36-day window keeps leads warmWhy being first to respond matters more than saying the “perfect” thingHow 80–90% of consultations are booked through manual, personal outreachThe role of emotional timing in buying decisionsWhy follow-up should feel relational, not transactionalHow detailed CRM notes prevent repetitive messaging and lost opportunitiesWhat to do when a lead joins a competitor — and why that's not the endThe long-term value of persistence, especially during slower monthsEpisode Chapters00:00 Intro00:05 Scheduling and Lead Follow-Up02:18 The Importance of Human Connection in Sales06:01 Effective Voicemail and Text Messages15:57 Building Relationships and Overcoming Objections17:20 The Role of Emotional Responses in Sales17:49 The Impact of Personal Outreach on Sales18:01 The Importance of Follow-Up in Sales18:27 The Role of CRM Systems in Sales19:16 The Impact of Personalized Communication on Sales19:29 The Importance of Emotional Responses in SalesAction TakenMake at least 10 manual contacts with every new lead over the first 36 days, alternating calls and texts, and track each interaction as a CRM taskChoose one system for organizing leads (CRM pipeline or manual task tracking) and apply it consistently for all new prospectsLeave a human-sounding voicemail that simply says you're getting back to them — avoid sales languageSend follow-up texts that ask “Where do we go from here?” followed by an either/or scheduling optionLog all responses, context, and personal details inside CRM notesSet manual follow-up tasks based on real-life details (vacations, timing, availability)When a prospect joins another gym, schedule a 60–90 day check-in asking about results and consistencyReference personal notes in follow-ups to build familiarity and trustConclusionSales haven't become harder,  they've become more human.This episode is a reminder that consistency, patience, and genuine connection still win, especially in an industry built on relationships. When follow-up feels personal instead of automated, leads stop feeling like numbers and start turning into conversations that actually convert.CTAIf this episode resonated, take one idea and apply it immediately — whether that's updating voicemail scripts, tightening CRM notes, or committing to longer follow-up windows with new leads.Supporting Information

20-25 Minuten Zeitersparnis pro Lead. Klingt gut? Ist es auch. In diesem Interview spreche ich mit Sascha und Marc – den Bell-Brüder – über das Thema, das viele Unternehmer falsch machen: CRM-Systeme richtig nutzen. Nicht nur haben, sondern richtig nutzen. Mit KI. Mit KI-Agents. Mit Automatisierung.Die Wahrheit ist: Die meisten Unternehmer fahren einen Porsche 911 Turbo im ersten Gang. Sie haben Hubspot, Salesforce oder ein anderes CRM – aber sie nutzen vielleicht 10 % der Möglichkeiten. Und das kostet Geld. Jeden Tag.In diesem Interview erfährst du:

In this episode, Mason and Dan unpack a real land deal deep dive that highlights what actually creates big profit in today's market, targeted outreach, relentless follow up, and having more than one exit plan. Dan shares how a highly specific postcard campaign, built for a clear seller avatar, led to a missed call that could have been ignored, but instead turned into a six figure opportunity because the team called back, followed up, and stayed disciplined.They walk through the full timeline, from sourcing a 70ish acre timber and hunting style tract in the Southeast, to negotiating through a midstream price change, to structuring a 45 day due diligence window around messy unknowns like abandoned mobile homes, possible squatters, and hard to comp rural acreage. You'll hear how they built confidence using multiple validation layers, realtor insight, a local expert who understood the county's rules, buyer feedback, and real comps that supported the spread even with risk.The conversation also breaks down the operator mindset behind the win, always return calls, track leads inside a CRM, contact neighbors early, stay transparent with buyers, and avoid greed when you already have a strong deal in hand. Tune in to learn how to build repeatable deal flow, negotiate cleanly under pressure, and stay profitable by solving the problems other investors avoid.===Key Topics:-Turning targeted postcards into real inbound seller calls-Relentless follow up systems that convert missed calls into deals-Negotiating price changes without losing deal control-Due diligence for messy land deals with mobile homes and possible squatters-Neighbor outreach as the fastest, highest certainty exit strategy===

Are you actively engaging with others and nurturing meaningful relationships? Building connections is crucial for personal and professional growth. Are you promoting yourself with purpose, showcasing your unique qualities with confidence? Let's learn some strategies next week on Marketing with Russ…aka #RussSelfie, Episode 578December 18, Thursday, 8am PacificFeaturing Julie Kirsch Meet Julie, Associate Director of Strategy at Bold Orange. Sheleads CRM and customer experience strategies, focusing on building meaningful relationships rooted in data, empathy, and connection. Julie is also the creator of The Friendship Strategist, a blog and workshop series aimed atfostering genuine connections in professional lives. Whether it's CRM or career strategy, her approach remains: connect with purpose, lead with curiosity, and uncover the human story behind the data. Connect with Julie:LinkedIn: linkedin.com/in/julie-cantola-kirschWebsite: https://www.thefriendshipstrategist.com Connect with Me: Website: https://www.russhedge.com  #BuildingRelationships #friendship #purpose #inspiration#community #connection #Marketing NOTE: THE MUSIC BY CONNOR HEDGE (PRODUSENT), IS USED WITH PERMISSION. Watch Here:LinkedIn: https://www.linkedin.com/events/7405305969057902593/Facebook: https://www.facebook.com/events/2320027308410333YouTube: https://www.youtube.com/watch?v=gzZkux0sElc 

Episode Title: I Unwind At Night Watching Relaxing Visuals And Listening To RainDescription:In this episode, we share a simple yet powerful way to unwind after a long day—by watching calming visuals paired with the soothing sound of rain. Discover how this combination can help ease your mind, reduce stress, and prepare you for a restful night's sleep. We also explore tips on creating your own peaceful nighttime ritual with nature-inspired sounds and gentle imagery to promote relaxation and mental clarity.Remember, taking a few quiet moments before bed can transform your night and improve your overall well-being. Give yourself permission to pause and relax.Join us next time as we continue exploring ways to find calm and balance in everyday life.DISCLAIMER

Episode Title: I Work Better Concentrated Listening to Calm Thunderstorm SoundsDescription:In this episode, we share how listening to calm thunderstorm sounds can boost focus and productivity. Discover why these natural sounds help create a peaceful environment that enhances concentration and reduces distractions. We also discuss practical ways to integrate thunderstorm audio into your work routine, helping you stay centered and calm throughout the day.Take a moment to breathe deeply, tune in, and let the gentle rhythm of rain and thunder guide you to a more focused and relaxed state.Stay tuned for more tips on finding calm and balance in everyday life.DISCLAIMER

Episode Title: I Stay Focused On Tasks With Continuous Light Rain NoiseDescription:In this episode, we explore how continuous light rain sounds can help improve focus and create a peaceful environment for tackling tasks. Discover the calming effect of gentle rain and how it can drown out distractions, making it easier to stay on track with your work or studies. We also share tips on using rain noise as a natural background sound to boost concentration and reduce stress throughout your day.Remember to take a moment for yourself, let the soft patter of rain guide your thoughts, and experience the calm it brings even during your busiest moments.Join us next time as we continue to share ways to bring calm and relaxation into your everyday life.DISCLAIMER

Episode Title: I Calm My Mind Using Natural Rain SoundscapesDescription:In this episode, we dive into the soothing power of natural rain soundscapes and how they can help calm the mind and relieve stress. Discover the science behind why rain sounds promote relaxation, and learn practical ways to incorporate these peaceful soundscapes into your daily routine. Whether you're looking to improve focus, sleep better, or simply find a moment of calm, this episode offers simple techniques to create your own serene atmosphere with nature's gentle rain.Remember to take a pause each day and let the natural rhythm of rain wash away tension and restore your peace.Join us next time as we continue exploring simple methods to bring calm and relaxation into your life.DISCLAIMER

Episode Title: I Concentrate More with Rain Sounds While WorkingDescription:In this episode, we dive into how rain sounds can boost focus and productivity during work. Discover why many people find the gentle patter of rain to be a perfect backdrop for concentration. We'll explore the science behind rain sounds and their effect on the brain, plus practical tips on how to use rain audio to enhance your work environment and reduce distractions.Take a few moments to immerse yourself in the calming rhythm of rain — a simple way to sharpen your mind and stay centered throughout your day.Join us next time as we continue exploring easy ways to bring calm and focus into your daily life.DISCLAIMER

Episode Title: I Feel Comforted by ASMR Personal Attention Sleep SoundsDescription:In this episode, we dive into the soothing world of ASMR personal attention sleep sounds designed to help you feel comforted and relaxed. Discover how gentle whispers, soft spoken words, and calming personal care sounds can ease your mind and prepare you for a restful night's sleep. We explore techniques that harness these sounds to create a peaceful environment, helping you unwind and find comfort in moments of stillness.Take a few minutes tonight to let these ASMR sleep sounds guide you into tranquility. Remember, nurturing calmness before sleep can improve your overall well-being.Stay with us for more calming episodes as we continue to support your journey towards relaxation and peace.DISCLAIMER

Episode Title: I Enjoy Complete Rest Using Natural Long-Lasting Storm And RainDescription:In this episode, we invite you to experience deep relaxation through the soothing sounds of long-lasting storms and gentle rain. Discover how these natural soundscapes can help quiet your mind, ease tension, and guide you into complete rest. We'll share tips on how to incorporate storm and rain sounds into your relaxation routines to refresh your mental and emotional well-being.Take a few moments today to unwind with the calming rhythm of nature's rain and storm symphony—it's a simple yet powerful way to bring peace into your busy life.Join us next time as we explore more ways to cultivate calm and restore balance.DISCLAIMER

Episode Title: Relaxing Natural Storm Sounds for Meditation and RestDescription:In this episode, we immerse ourselves in the soothing sounds of natural storms, perfect for meditation and restful moments. Discover how the gentle patter of rain and distant rumble of thunder can create a peaceful atmosphere to help ease your mind and promote deep relaxation. We'll share tips on using storm sounds as a simple yet powerful tool to enhance your meditation practice or unwind before sleep.Remember to set aside a few minutes each day to embrace these calming sounds—it's a small step that can bring big benefits to your mental well-being.Join us next time as we continue to explore ways to bring calm and balance to your daily life.DISCLAIMER

Episode Title: Gentle Rain Ambience to Help You Fall Asleep FasterDescription:In this episode, we invite you to unwind with the soothing sounds of gentle rain. Discover how rain ambience can calm your mind, ease stress, and create the perfect atmosphere for falling asleep quickly and peacefully. We also share tips on incorporating rain sounds into your bedtime routine to enhance relaxation and improve sleep quality.Take a moment tonight to immerse yourself in the natural rhythm of raindrops and let it guide you into a restful night's sleep. Remember, small moments of calm can transform your overall well-being.Join us next time as we continue bringing you peaceful sounds and relaxation techniques to nurture your inner calm.DISCLAIMER

Episode Title: Relaxing Rain Ambience to Relieve AnxietyDescription:In this episode, we dive into the soothing world of rain sounds and how they can help ease anxiety and promote relaxation. Discover the calming effects of rainfall ambiance and simple ways to incorporate these peaceful sounds into your daily routine to create moments of calm and mental clarity.Remember to pause and breathe deeply, letting the gentle patter of rain wash away stress and tension. These small moments of tranquility can significantly improve your well-being.Join us next time as we continue exploring simple, natural tools to bring peace into your life.DISCLAIMER

Episode Title: Gentle Rain Ambience to Reduce Anxiety and StressDescription:In this episode, we immerse ourselves in the soothing sounds of gentle rain to help ease anxiety and melt away stress. Discover how the soft patter of raindrops can create a peaceful atmosphere that promotes relaxation and mental clarity. We also share tips on using rain sounds as a natural aid for mindfulness, meditation, or simply unwinding after a busy day.Take a moment for yourself—press play, close your eyes, and let the calming rain wash over you. These simple practices can bring a deep sense of calmness to your everyday life.Stay tuned for our next episode as we continue exploring ways to nurture your well-being and inner peace.DISCLAIMER

Episode Title: Soothing Raindrops and Far-Off Rolling Low Thunder Rolls for Mindfulness PracticeDescription:In this episode, we invite you to immerse yourself in the calming sounds of gentle raindrops paired with distant, low thunder rolls. These natural soundscapes are perfect for mindfulness practice, helping to ease your mind and bring you into a state of deep relaxation. Whether you're meditating, winding down after a long day, or simply seeking a peaceful backdrop, these soothing tones can support your journey toward mental clarity and calm.Make time today to pause and listen—let the rhythm of rain and the soft rumble of thunder guide you to a place of stillness and peace.Join us next episode as we continue exploring simple ways to nurture your inner calm and well-being.DISCLAIMER

Episode Title: Gentle Raindrops and Rolling Thunder Rumbles for RestfulnessDescription:In this episode, we immerse ourselves in the soothing sounds of gentle raindrops paired with the deep rumbles of distant thunder. Discover how these natural audio elements can help you unwind, ease stress, and create a peaceful atmosphere for rest and relaxation. We also share tips on how to use rain and thunder sounds as part of your daily relaxation or meditation routine to promote better sleep and mental calmness.Take a moment each day to let the calming rhythm of nature wash over you—it's a simple yet powerful way to find balance in a busy world.Stay with us for more episodes focused on helping you find tranquility and peace in everyday life.DISCLAIMER

In this episode, the hosts break down a once-in-a-lifetime opportunity to own a floating pizza restaurant in the Virgin Islands—complete with a pizza armada, liquor license, and serious island vibes—all priced at under 1x earnings.Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.

Heading into 2025, homeowners are still turning to Google when they need a roofer, and local visibility continues to drive high-quality leads. Many contractors spend money on marketing without understanding how local SEO and Google Maps actually work. In this episode, Dave breaks down the fundamentals of local search, what really drives inbound leads, and how to improve visibility without relying solely on paid ads.In this episode, I sit down with Greg DeSimone to break down what truly creates value in a roofing business, and why so many contractors end up walking away with far less than they expected when it's time to exit.This conversation isn't just about selling your business. It's about building a company that's profitable, transferable, and not dependent on you showing up every day.Many roofing contractors assume that revenue alone determines business value, but buyers and private equity groups see things very differently.Today, Dave Sullivan and Greg DeSimone discuss the real drivers of business valuation in the roofing and home services industry. They unpack why systems, leadership depth, clean financials, and predictable profits matter far more than top-line sales.Dave shares firsthand insight from building and exiting his own roofing company, explaining how contractors can unintentionally trap themselves inside their business by failing to delegate, document processes, and build a leadership team.The key takeaway is simple:You don't build value at the end; you build it years in advance.Whether you plan to sell, step back, or just run a stronger business, this episode lays out what needs to be in place to make your company valuable, on your terms.What you'll hear in this episode:Revenue alone does not equal business valueBuyers look for systems, leadership, and clean financialsA business dependent on the owner has limited valueProfitability and predictability matter more than growthExit planning should start years before you plan to sellStrong businesses are built to run without the ownerResources:Connect with Dave!Text Dave: (510) 612-1450Free Strategy CallWant to grow a more profitable roofing business? Book a free strategy call with Dave here → davesullivan.as.me/free-strategy-callFree ResourceDownload your FREE 1-Page Business Plan for Roofing Contractors → theroofershow.com/planWatch on YouTubeSubscribe for weekly tips and full episodes → @DaveSullivanRooferShowTrusted & Vetted SponsorsRuby Receptionists – US-based professionals who answer your phones live, leave a great first impression, and tee up the sale. Get $150 off your first month → theroofercoach.com/ruby.ProLine – Automate your follow-up and close more jobs with text, email, and CRM integration. Try it FREE + save 50% off your...

Episode Title: Peace Achieved With Night Raindrops And River BabblingDescription:In this episode, we invite you to unwind with the gentle sounds of night raindrops and the soothing babble of a river. Discover how these natural audio landscapes can help quiet your mind and ease stress, guiding you toward a peaceful state. We share tips on using these calming sounds in your relaxation or meditation routines to create a serene personal retreat anytime you need it.Take a moment to breathe deeply and let the natural rhythm wash over you — even a few minutes can bring meaningful calm in a busy day.Join us next episode as we continue exploring simple ways to nurture your inner peace.DISCLAIMER

In "How TV Turned This Real Estate Investor into a 7-Figure Brand", Travis Johnson shares how getting on TV transformed his real estate investing business, lifestyle, and deal flow. If you've ever wondered how TV Advertising, smart TV Ads for Business, and a single TV Commercial can bring in warmer, more qualified leads, this case study breaks it all down. You'll learn why TV produces the highest-quality, "ready to sell" motivated seller leads, how Travis protects margins in a shifting market, and why culture, follow-up, and a solid CRM are non-negotiable. Watch to see exactly how consistent TV marketing helped him scale to 7 figures while gaining true time freedom with his family. _______________________________  If you want to learn how to run your business in 5 hours or less.... Go to https://www.5HourBusiness.com Subscribe to my YouTube channel:    / @tonyjavierbiz   And if you're into flying and want to follow my Aviation journey, check out my other YouTube channel at    / @tonyjaviertv   _______________________________ Follow me on Social Media: Tiktok -   / tonyjavier.tv   Instagram -   / tonyjavier.tv   Facebook Personal -   / tonyejavier   Facebook Business -   / realtonyjavier   _________________________________ If you want to dominate your Real Estate Market with TV commercials, go here: https://www.ClaimMyMarket.com  If you want to connect with me and my network, go to https://tonyjavier.com/connect If you want to check out Tony's Real Estate Resources and Vendors go to https://www.TonyJavier.com/resources _________________________________ Tony is the owner of an INC 5000-rated Real Estate Investment Company. He has been featured in Bigger Pockets, Wholesaling INC, Steve Trang's Real Estate Disruptors, Joe Fairless' Best Ever Podcast, and many other top podcasts and platforms.  When Tony is not working on his business, he enjoys flying his plane. You can see videos on that and how he uses airplanes to save money on taxes.  Don't forget to like the video, comment, subscribe to my channel, and share this with a friend if I'm doing my job and providing value to you and your network. If I'm not doing my job please let me know in the comments how I can be better, your feedback is greatly appreciated. See you in the next video!

In Episode 99 of the Digital Velocity Podcast, Erik Martinez sits down with Chris Seminatore, founder of GetGeofencing.com, to unpack how location-based targeting can help brands stop wasting budget and start reaching the people most likely to buy. As Chris puts it, "Location is the strongest indicator of buying intent." For direct-to-consumer teams without a retail footprint, the key shift is thinking about location as a signal—not a storefront. Instead of geofencing "your" locations, you can target the places where your best customers already reveal intent: brick and mortar competitor locations, industry events and trade shows, and life-style locations that align with your customer's persona. In this conversation, you'll learn: ·         How geofencing works in plain English—and why it's best used to narrow your audience to the moments that matter most. ·         Practical ways DTC brands can apply the same playbook across industries, even without physical stores of their own. ·         Why "addressable geofencing" can be a powerful CRM companion: layer location targeting onto a direct mail or customer list to reinforce messaging across channels. ·         How to use events and trade shows as a DTC growth lever by capturing attendees and continuing to reach them after they leave. ·         What to watch for in programmatic so your spend doesn't disappear into low-value placements (and how Chris approaches blocking common sources of waste). If you're a DTC marketer, brand leader, or agency strategist looking for smarter signals to find more customers, this episode offers a clear, practical framework for using location to reduce waste, increase relevance, and improve performance.

Robin Alex is the co-founder of HighLevel, a marketing automation and CRM platform that has grown to more than two million users since launching in 2018. The company scaled rapidly—doubling and tripling year after year—largely through a white-label model that allows agencies and implementation partners to resell the platform under their own brand. HighLevel now operates with roughly 2,000 employees worldwide and continues to ship new features, including AI-driven tools, at an unusually fast pace. In this conversation, Robin talks through the real reason HighLevel gained traction, how they've structured support to handle growth without a sales team, and why simplicity always wins.  He also shares how they prioritize product development and decide what to build, what to ignore, and how to test ideas quickly.  The episode offers a clear look into the operational principles behind HighLevel's rapid growth, its product philosophy, and how the team continues evolving the platform for agencies, implementers, and small businesses. Key Takeaways ●     00:38 What Really Drove HighLevel's Early Growth ●     02:57 The Breakdown of HighLevel's User Base ●     05:24 Handling Customer Support at Scale ●     07:22 Leveraging AI to Improve Customer Support ●     08:49 Growing to 2,000 Global Employees ●     10:10 The Biggest Downside of White Labeling ●     12:01 Why the Best Product Doesn't Always Win ●     13:41 The Real Key to Faster Customer Outcomes ●     14:39 The Fastest Path to Early Agency Revenue ●     16:48 How HighLevel Decides What to Build Next ●     21:25 How HighLevel Users Are Leveraging AI Today ●     25:26 The STL Framework for Implementing Quickly ●     30:17 Why They Only Plan One Quarter at a Time ●     31:54 How the Three Founders Divide Responsibilities ●     37:47 Why They Raised Money Despite Not Needing Capital ●     42:56 The One Thing Agency Owners Need to Stop Doing     Watch on YouTube:     Let's Connect: Website | Instagram | YouTube | TikTok | Twitter | Facebook