Podcasts about your clients

  • 209PODCASTS
  • 332EPISODES
  • 31mAVG DURATION
  • 1EPISODE EVERY OTHER WEEK
  • Apr 30, 2025LATEST

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Best podcasts about your clients

Latest podcast episodes about your clients

BigDeal
The Man Who Makes Millionaires (for 30+ Years): His Money Framework I Dean Graziosi

BigDeal

Play Episode Listen Later Apr 30, 2025 68:06


Follow That Fear Podcast
The Reason You Can't Stay Consistent With Content

Follow That Fear Podcast

Play Episode Listen Later Apr 23, 2025 37:44


Join my upcoming Webinar: Create a Simple, Repeatable Content Strategy that *actually* creates sales, authentically & ethically A simple, repeatable content strategy that encourages you to post & go. A strategy that ignites conversation — not because of then edits & info but bc of the value it provides. if you wanna create quality content — you need a simpler content strategy, NOT a more complicated one. I'm hosting a brand new workshop, teaching you exactly how to create a content strategy that is simple, that you could easily repeat daily, that encourages you to stay off your phone, and focus on what actually can move the needle in your business — ✨YOUR CLIENTS.✨ Join me April 23rd — I'm breaking down this process and so much more. Webinar Link: https://catdelcarmen.com/webinar

Follow That Fear Podcast
How to Create High Quality Content

Follow That Fear Podcast

Play Episode Listen Later Apr 15, 2025 31:14


On today's show Cat discusses the significance of creating high-quality content with step-by-step to connect with ideal clients. We talk through the importance of a simple content system that feels sustainable for your life and business. Listen in to create more content and clients.  -- Join my upcoming Webinar: Create a Simple, Repeatable Content Strategy that *actually* creates sales, authentically & ethically A simple, repeatable content strategy that encourages you to post & go. A strategy that ignites conversation — not because of then edits & info but bc of the value it provides. if you wanna create quality content — you need a simpler content strategy, NOT a more complicated one. I'm hosting a brand new workshop, teaching you exactly how to create a content strategy that is simple, that you could easily repeat daily, that encourages you to stay off your phone, and focus on what actually can move the needle in your business — ✨YOUR CLIENTS.✨ Join me April 23rd — I'm breaking down this process and so much more. Webinar Link: https://catdelcarmen.com/webinar

Follow That Fear Podcast
Content System Vs Content Strategy

Follow That Fear Podcast

Play Episode Listen Later Apr 9, 2025 43:06


On today's episode Cat is breaking down the difference between a content strategy problem and a content system problem and how to identify which you should be working on. She shares solutions on what to fix and how to fix it to create more content or better content. Episode Takeaways: Consistency in content creation is crucial for audience engagement. Value provided through content can lead to financial success. A content strategy defines the 'why' behind your content. A content system outlines the 'how' of executing your strategy. Identifying your target audience is essential for effective content marketing. Regularly reviewing and adjusting your content strategy is necessary for growth. Simplifying your content process can enhance quality and effectiveness. Testing new strategies should be done over a quarter, not just a month. Creating a rhythm for posting helps establish audience expectations. Both strategy and system are needed for successful content marketing. -- Join my upcoming Webinar: Create a Simple, Repeatable Content Strategy that *actually* creates sales, authentically & ethically A simple, repeatable content strategy that encourages you to post & go. A strategy that ignites conversation — not because of then edits & info but bc of the value it provides. if you wanna create quality content — you need a simpler content strategy, NOT a more complicated one. I'm hosting a brand new workshop, teaching you exactly how to create a content strategy that is simple, that you could easily repeat daily, that encourages you to stay off your phone, and focus on what actually can move the needle in your business — ✨YOUR CLIENTS.✨ Join me April 23rd — I'm breaking down this process and so much more.   Webinar Link: https://catdelcarmen.com/webinar            

Outerspaces
Why "The Customer Is Always Right" Is Hurting Hardscapers & Landscapers

Outerspaces

Play Episode Listen Later Mar 17, 2025 15:41


Book a Call with Joshua TODAY!Are You Setting Expectations Correctly with Your Clients?The Costly Mistake Most Contractors MakeEver had a client seem totally frustrated, even though you're doing everything right? It's probably because they had expectations you didn't even know about. In this episode, Joshua Gillow dives into the biggest issue that plagues construction and design professionals: failing to set clear expectations.What You'll Gain from This Episode:✅ Learn how unspoken client expectations can derail your project and hurt your reputation.✅ Discover a step-by-step process for uncovering client concerns before they turn into major issues.✅ Find out how setting clear expectations can lead to better client experiences, more referrals, and increased profitability.

Sales For The Nigerian Wedding Industry
Corporate Accounts: Building Trust and Credibility with Your Clients

Sales For The Nigerian Wedding Industry

Play Episode Listen Later Mar 11, 2025 15:28


Corporate Accounts: Building Trust and Credibility with Your Clients

RX'D RADIO
E585: When Strength Breaks You: Injury, Identity & Business

RX'D RADIO

Play Episode Listen Later Feb 26, 2025 63:31


Jiunta and Stu break down the mindset of elite strength athletes, the balance between performance and longevity, and why so many lifters struggle with their identity outside of the gym. Plus, Stu shares how shifting his focus from lifting to business skyrocketed his success. If you've ever wondered what it takes to truly commit to something—or when it's time to walk away—this episode is for you. https://www.instagram.com/stu_kodiakbarbell/ Join The PSL1 Waitlist Now For An Exclusive Discount. Learn more at https://www.pre-script.com/psl1 FREE Coach's Field Guide: https://www.pre-script.com/coachs-field-guide We've got a new sponsor! Marek Health is a health optimization company that offers advanced blood testing, health coaching, and expert medical oversight. Our services can help you enhance your lifestyle, nutrition, and supplementation to medical treatment and care. https://marekhealth.com/rxd Code RXD Don't miss the release of our newest educational community -  The Pre-Script ® Collective! Join the community today at www.pre-script.com. For other strength training, health, and injury prevention resources, check out our website, YouTube channel, and Instagram. For more episodes, subscribe and tune in to our podcast. Also, make sure to sign up to our mailing list at www.pre-script.com to get the first updates on new programming releases. You can also follow Dr. Jordan Shallow and Dr. Jordan Jiunta on Instagram! Dr. Jordan Shallow: https://www.instagram.com/the_muscle_doc/ Dr. Jordan Jiunta: https://www.instagram.com/redwiteandjordan/ The Johnny Bravo Physique & Training Adjustments (00:03:00) A Powerlifter's Worst Nightmare: 733lb Squat Gone Wrong (00:05:12) The Brutal Reality of Strength Sports Injuries (00:08:30) Coming Back from a Double Patellar Tendon Rupture (00:12:05) Pain vs. Passion: Why Some Quit and Others Push Through (00:16:28) Is Your Training Goal Holding You Back in Life? (00:20:50) Powerlifting vs. Business: What Really Builds Success (00:26:32) Bodybuilders vs. Powerlifters: Who's Better at Business? (00:30:48) Why Most Trainers Struggle to Make a Living (00:35:10) The Real Reason People Struggle to Charge What They're Worth (00:40:22) How to Build a Business That Clients Never Leave (00:45:05) The Power of Investing in Your Clients (00:50:10) If You Struggle to Get Clients, This Is Why (00:54:20)

CPA Trendlines Podcasts
Alan Anderson: Applying JIT Concepts to the Audit Process

CPA Trendlines Podcasts

Play Episode Listen Later Feb 12, 2025 58:51


Reduce audit time by 20% without reducing quality.By Alan Anderson, CPATransforming Audit for the FutureFor most audit firms, the concept of “just in time” means that the audit was completed and the financials were delivered “just in time” to meet the deadline. But in this webinar, Alan Anderson explains how concepts from just-in-time manufacturing can be applied to make audits more efficient, reducing time by at least 15-20% while also improving quality and customer service. MORE ALAN ANDERSON: Are You Using the Right Business Model? | Give Advice While Remaining Independent | The New Formula for an Accounting Business | Don't Risk Losing Good Employees for Bad Clients | Four Questions to Make Your Firm More Successful as a Business | Say Adios to Audit Fee Pressure | Deliver More Audit Value by Getting Out of the Conference Room | Six Essential Elements in Audit Planning | Before the Audit: More Than Just Planning | Five Crucial Attributes for Successful Audit Leadership | Put the Ethics Code to Work for Your Clients and Your Firm | Is Audit in Crisis Because of Definitions?Just-in-time manufacturing was devised to reduce inventory costs, downtime, and waste by following four sequential steps for every manufacturing process: design, build, inspect, and delivery. By analogy, the four steps of JIT manufacturing correspond to the four audit phases of planning, fieldwork, review, and delivery. The raw materials of an audit consist of the trial balance and schedules supplied by the client, and the final deliverable is the audit report.  

Midwifery Wisdom Podcast
Supporting Babies with Craniosacral Therapy with Meghan Beames

Midwifery Wisdom Podcast

Play Episode Listen Later Feb 5, 2025 48:30


We're thrilled to welcome Meaghan Beames, a passionate advocate for infant wellness and the founder of Beames CST Training Centre.As a Registered Massage Therapist and dedicated Infant Craniosacral Therapist, Meaghan has made it her mission to help babies and families heal. Through her hands-on work and training programs, she's empowering practitioners to support infants with gentle, effective techniques.In this episode, we explore the incredible world of Craniosacral Therapy—how it can ease birth trauma, support feeding challenges, and promote overall infant well-being using just 5 grams of pressure or simply by witnessing fascia. It's a fascinating approach, and the science is only just beginning to catch up.Whether you're a birth professional, a parent, or simply curious about CST, this conversation is filled with insights and practical takeaways you won't want to miss.Resources from this episode:Meghan Beames' Website - www.beamescst.comThe Most Underrated Referral for Your Clients

Agent Survival Guide Podcast
Agent Apps | Best Apps for Sports Fans

Agent Survival Guide Podcast

Play Episode Listen Later Jan 29, 2025 4:31


  Are you a sports fan? You need to check out these apps to stay up to date with your favorite teams! ESPN App: https://www.espn.com/espn/apps/espn Bleacher Report: https://bleacherreport.com/ Apple Sports: https://apps.apple.com/us/app/apple-sports/id6446788829 Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: Apps to Take on Your Next Road Trip: https://lnk.to/asga77 How to Find Balance Between Life & Work: https://ritterim.com/blog/how-to-find-balance-between-life-and-work/ Marketing Trends for 2025: https://lnk.to/asg639 Live Webinars & Events with Ritter Insurance Marketing: https://ritterim.com/events/ Ritter Can Help You Stay in Touch with Your Clients: https://ritterim.com/blog/ritter-can-help-you-stay-in-touch-with-your-clients/   References:  “B/R Sports on Max.” Max, https://bleacherreport.com/team-stream-now. Accessed 16 Jan. 2025. Apple. “Apple Sports.” App Store, 21 Feb. 2024, https://apps.apple.com/us/app/apple-sports/id6446788829. “Bleacher Report.” Bleacher Report | Sports. Highlights. News. Now., https://bleacherreport.com/. Accessed 16 Jan. 2025. “ESPN App - Download on IOS App Store & Google Play.” ESPN, ESPN Internet Ventures, https://www.espn.com/espn/apps/espn. Accessed 16 Jan. 2025. “Team Stream Now.” Bleacher Report, https://help.max.com/US/Answer/Detail/000002560. Accessed 16 Jan. 2025.   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka) Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance    Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/ Not affiliated with or endorsed by Medicare or any government agency.

Therapy For Your Money
Is psychedelic-assisted therapy worth it (financially)?

Therapy For Your Money

Play Episode Listen Later Jan 17, 2025 29:58


Integrating Ketamine-Assisted Psychotherapy into Your PracticeIn this episode of Therapy for Your Money, host Julie Herres delves into the logistics and financial benefits of adding ketamine-assisted psychotherapy (KAP) to a therapy practice. Joined by experts Dr. Sophia Branstetter and Karen Smith, they explore the minimal training requirements, income-generating opportunities, and how KAP can help manage seasonal income fluctuations. They also discuss the importance of community and consultation in navigating this emerging field. Tune in for practical advice and insights. Show Highlights00:00 Introduction to Therapy for Your Money00:42 Introducing Today's Topic: Ketamine-Assisted Psychotherapy 01:08 Meet the Experts: Dr. Sophia Brandsetter and Karen Smith02:13 Financial and Educational Investments for KAP03:54 Overcoming Hesitations and Starting KAP07:25 Income Opportunities with KAP09:54 Marketing and Scheduling for KAP13:33 Charging Models and Packages for KAP22:00 Risks and Considerations for Adding KAP24:52 Resources and Support for KAP Integration28:46 Conclusion and Final ThoughtsLinks and ResourcesKetamine-Assisted Psychotherapy - https://psychedelictherapists.co/Full Living - https://fullliving.com/Prepare Your Self, Your Clients, and Your Practice for Ketamine Assisted Psychotherapy: A Step-by-Step Guide - https://a.co/d/9H3xWf5Money for Therapists Practice Startup - https://www.greenoakaccounting.com/startupGreenOak Accounting - www.GreenOakAccounting.comTherapy For Your Money Podcast - www.TherapyForYourMoney.comProfit First for Therapists - www.ProfitFirstForTherapists.comProfit First Academy - www.ProfitFirstForTherapists.com/Academy Podcast Production and Show Notes by Course Creation StudioGet our free KPI tracker to see how you practice measures up to others in the industry! www.therapyforyourmoney.com/kpi

The Practice of the Practice Podcast | Innovative Ideas to Start, Grow, and Scale a Private Practice
Even Better Year Series: Creating Evidence-Based Content for Your Clients with Rebecca Dekker Ph.D. | POP 1155

The Practice of the Practice Podcast | Innovative Ideas to Start, Grow, and Scale a Private Practice

Play Episode Listen Later Jan 16, 2025 33:50


Meet Joe Sanok Joe Sanok helps counselors to create thriving practices that are the envy of other counselors. He has helped counselors to grow their businesses by 50-500% and is proud of all the private practice owners who are growing their income, influence, and impact on the world. Click here to explore consulting with Joe. […] The post Even Better Year Series: Creating Evidence-Based Content for Your Clients with Rebecca Dekker Ph.D. | POP 1155 appeared first on How to Start, Grow, and Scale a Private Practice | Practice of the Practice.

The Lash Business Lounge
Ep. 124: Here's Why You Aren't Getting New Clients

The Lash Business Lounge

Play Episode Listen Later Dec 19, 2024 24:14


https://www.instagram.com/laurenlappin_In this week's episode Lauren discusses 4 Reasons Why You Aren't Getting New Clients into your Salon. Your Social Media Sucks! (02:00). In 2025 (and beyond) you simply have to care about the quality of your Social Media Content, on being consistent, personal, engaging, and original. You Aren't Building Relationships with Your Clients (09:00). Studies show that the no.1 reason a Customer will leave a business is Perceived Indifference on the part of the Business. You're Not Giving Your Clients an Incentive to Return (15:00).Lack of Attention to Detail (18:00).Forbes.com on the Perceived Indifference Study: https://www.forbes.com/sites/stanphelps/2015/08/16/losing-customers-over-poor-service-lessons-from-td-bank-big-ass-fans-on-overcoming-indifference/Rate and Review the Show in Apple: https://podcasts.apple.com/au/podcast/the-lash-business-lounge/id1609510128Rate the Show in Spotify: https://open.spotify.com/show/0xvJ8MNZM9cbjYBGcMDtb8?si=b23764e4d0ed4b59Lauren on Instagram: https://www.instagram.com/laurenlappin_Allure's Instagram: https://www.instagram.com/allure_lashbeautybar....This Episode was Recorded and Produced by Josh Liston at DeadsetPodcasting.com....This episodes theme music (Title: 'Highlander'') is from the amazing 'Scandianvianz'. Check them out on YouTube here and Subscribe to their Playlists: https://www.youtube.com/watch?v=NIGxBs8IPHM&list=PLzCxunOM5WFLOaTRCzeGrODz8TWaLrbhv&index=24

Loan Officer Team Training with Irene Duford
What Separates a Good Loan Officer Team from a GREAT Loan Officer Team

Loan Officer Team Training with Irene Duford

Play Episode Listen Later Nov 26, 2024 11:44


In this solo episode of Loan Officer Team Training, I break down what truly separates a good Loan Officer Team from a GREAT one. We'll explore the key habits, that elevate top performers in the industry. Today, I share actionable tips to help you take your career to the next level. Whether you're just starting out or striving to improve, this episode will provide valuable insights to help you stand out as a great loan officer who consistently delivers exceptional results.If you've enjoyed this episode please share it with your friends. If you haven't yet, +Follow the show to ensure you get every episode right away.Get Loan Team Training for YOUR Team: loanteamtraining.comShow Highlights:00:00 - What TRULY Sets Us Apart00:40 - Same Way Every Time01:23 - The Power of Checklists02:10 - Follow Up02:55 - Use the Phone03:55 - Learning to Listen07:35 - The Words We Use Matter09:10 - The Value of Handwritten Notes10:25 - Say Thank You to Your Clients & Partners

The Fearless Business Podcast
Consider This Before Choosing a Business in 2024

The Fearless Business Podcast

Play Episode Listen Later Oct 25, 2024 12:36


In this episode, Robin dives into a powerful framework for building a successful and sustainable business in 2024. With 95% of businesses failing within the first 10 years, it's crucial to get things right from the start. Robin breaks down the three essential criteria for evaluating any business idea, plus shares bonus insights on how to test your concept before investing time and money. Tune in for actionable advice to help you stay ahead in the competitive market. Key Insights from This Episode: 1. Passion: Loving What You Do and Who You Work With Starting a business isn't just about making money. It's about working with people you enjoy and having passion for what you do. In tough times, passion is what will keep you going and help you overcome growing pains. 2. Return on Investment: What's in It for Your Clients? A sustainable business hinges on delivering measurable value. Discover how to ensure your product or service provides a strong ROI for clients, driving repeat business and customer loyalty. 3. Premium Clients: Can They Afford Your Services? A great product needs the right market. Learn how to identify clients who not only need your services but can afford them. We discuss the importance of finding premium clients to grow your business effectively. Bonus: Financial Planning and Testing Your Idea with a Waitlist Before launching, do the math! Robin explains how to create a simple one-page business plan to ensure your pricing aligns with your capacity. Plus, find out how setting up a waitlist can help you test demand and refine your offering—using tools like Score App. Don't miss out on this episode packed with insights to set your business up for success in 2024! To Apply for a FREE Coaching Session with Robin Use the following link: https://www.robinwaite.com/app To find out more about Fearless Business:  Subscribe to our Youtube channel for weekly tips for Coaches, Consultants and Freelancers: >> https://www.youtube.com/RobinMWaite And check out the Robin's website: >> https://www.robinwaite.com

Detoxification - The Fountain of True Eternal Health
Unlocking Freedom: Understanding Your Rights and the Law with Brandon Joe Williams

Detoxification - The Fountain of True Eternal Health

Play Episode Listen Later Oct 6, 2024 164:25


In this episode, Simone welcomes Brandon Joe Williams, a legal expert and educator, who shares his insights on autonomy, freedom, and the often-overlooked laws that govern our lives. Brandon discusses his journey from a dental office worker to a thought leader in legal education, emphasizing the importance of understanding the definitions and implications of legal terms, particularly about driving and ownership. He elaborates on his book, "Don't Be a Slave to Your Clients," which advocates for setting boundaries in business and offers a unique approach to client education through free courses.  KEY TAKEAWAYS Once individuals learn how to effectively perform on negotiable instruments, the likelihood of being sued decreases significantly, although there may be restrictions on account usage or payment methods. The approach to selling and marketing can be transformed by creating valuable educational content, such as free courses, which can lead to higher client satisfaction and lower price resistance. The definitions of terms like "driver," "motor vehicle," and "operate" are crucial in legal contexts, particularly in traffic stops. Misunderstanding or assuming these definitions can lead to self-incrimination. Individuals have the right to remain silent and not provide information that could incriminate them. This right is essential in legal situations, especially during traffic stops. When individuals register their vehicles, they may unknowingly enter into a trust agreement with the state, which can complicate their perceived ownership and rights regarding the vehicle.   BEST MOMENTS "The chances of them coming after you once you start performing differently on a negotiable instrument is very, very low." "If you look on, let's say, for example, in California, if you look on the certificate of title, you'll see that your name is listed under a section called registered owner." "The officer is the one who has to prove that claim. Now, I don't see any hope in hell unless a fucking receipt or something flew out the window." "A lot of men don't even skim the surface of finding themselves, much less to try to understand the dance between the masculine and the feminine." "If the police officer or anybody else decides they want to charge you, let's say, for example, for speeding... the officer is the one who has to prove that."   VALUABLE RESOURCES https://www.SimoneGisondi.com HOST BIO Meet the remarkable Simone, a seasoned coach, published author, and the dynamic host of The Confidential. With a life story that includes surviving a brutally communist regime, enduring a tumultuous family life, and even facing a stroke amidst divorce, Simone embodies the true essence of strength and resilience. As the driving force behind The Confidential, and an honorary graduate of the school of hard knocks, Simone offers a powerful blend of personal experience and professional coaching insights. Each episode is a source of empowerment, enlightenment, and encouragement, designed to inspire listeners to overcome life's hurdles. Subscribe to The Confidential now and embark on a transformative journey with Simone as your personal guide. Discover strength and unwavering determination that reside within you. With Simone's expertise and unbreakable spirit, you'll be equipped to conquer any challenge that comes your way. Your journey to stepping into your power begins here—don't miss it.

Awakened Nation
Freeing Yourself from The Debt Slave Matrix: Part 2, with Brandon Joe Williams

Awakened Nation

Play Episode Listen Later Sep 3, 2024 57:32


Brandon Joe Williams is back to share the next level of how anyone can leave the Debt Slave Matrix that was created after The American Civil War. From understanding the Uniform Commerce Code rules and regulations to starting your own bank, Brandon once again leaves us speechless with how we've all been bamboozled by a system that has made us chattel instead of a living person. Get ready to take notes. Escaping The Debt Slave Matrix: Part 1:https://rumble.com/v3hmwev-death-and-taxes-is-there-more-to-life-with-brandon-joe-williams.htmlABOUT BRANDON JOE WILLIAMS: Brandon Joe Williams is a State National of California, author and Common Law lawyer, and founder of The Amnesty Coalition, a group that aims to address the “slave state” framework that is created by webs of legal contracts and documents like birth certificates, social security cards, and the US citizen fraud system.Brandon is also the author of Don't Be a Slave to Your Clients and a Trust/Common Law Lawyer and co-founder of Williams and Williams Law Firm.HOST OF AWAKENED NATION: Brad Szollose.

Law Firm Growth Podcast
How to Double Dip on Your Clients with Cross Sells

Law Firm Growth Podcast

Play Episode Listen Later Aug 27, 2024 11:02


How to Double Dip on Your Clients with Cross Sells>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.comResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0 Hosted on Acast. See acast.com/privacy for more information.

Agent Survival Guide Podcast
The State of the ACA Market in 2024

Agent Survival Guide Podcast

Play Episode Listen Later Aug 7, 2024 13:30


  We've got the breakdown of the ACA Market in 2024 plus how certain changes will affect your clients in the future. Listen to learn more!     Read the text version   Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: 2024 Marketplace Final Rule Changes Agents Should Know: https://link.chtbl.com/ASGN20230515 ACA Basics – Online Learning Knight School: https://ritterim.com/knight-school/solid-foundation/aca-basics/1/ CMS Announces First 10 Drugs for Medicare Drug Price Negotiation: https://ritterim.com/blog/cms-announces-first-10-drugs-for-medicare-drug-price-negotiation/ Everything Agents Need to Know About Selling in State-Based Marketplaces: https://ritterim.com/blog/everything-agents-need-to-know-about-selling-in-state-based-marketplaces/ How Plan Crosswalks Work in the ACA Marketplace: https://link.chtbl.com/ASG549 How to Assist Clients with Marketplace Household Income Estimates: https://link.chtbl.com/ASG602 Is the ACA Sticking Around Long Term? https://link.chtbl.com/ASG462 Meet Your Sales Team: https://ritterim.com/meet-your-sales-team/ Medicaid Unwinding: What Is It & The Opportunity for Agents: https://link.chtbl.com/ASG502 New ACA: Sell AmeriHealth Caritas Next Through Ritter! https://ritterim.com/blog/new-aca-sell-amerihealth-caritas-next-through-ritter/ New Required Documents Agents Need for ACA Sales: https://ritterim.com/blog/new-required-documents-agents-need-for-aca-sales/ Priority Health Medicare & ACA Plan Contracting Now Available Through Ritter! https://ritterim.com/blog/priority-health-medicare-aca-plan-contracting-now-available-through-ritter/ Register with Ritter: https://app.ritterim.com/public/registration/ The End of the COVID-19 Public Health Emergency & What It Means for Your Clients: https://ritterim.com/blog/the-end-of-the-covid-19-public-health-emergency-and-what-it-means-for-your-clients/ The State of the ACA Market in 2023: https://link.chtbl.com/ASG518 Under-65 Health Products: https://ritterim.com/products/under-65/ What the Inflation Reduction Act Means for Your Medicare & ACA Clients: https://link.chtbl.com/ASG463   References: “Consumer Prices up 3.1 Percent from January 2023 to January 2024.” U.S. Bureau of Labor Statistics, U.S. Bureau of Labor Statistics, 22 Feb. 2024, www.bls.gov/opub/ted/2024/consumer-prices-up-3-1-percent-from-january-2023-to-january-2024.htm   “Fact Sheets Marketplace 2024 Open Enrollment Period Report: Final National Snapshot.” CMS.Gov, Centers for Medicare & Medicaid Services, 24 Jan. 2024, www.cms.gov/newsroom/fact-sheets/marketplace-2024-open-enrollment-period-report-final-national-snapshot “About Georgia Access.” Georgia Access, Georgia Access, 18 Jan. 2024, georgiaaccess.gov/about-georgia-access/ “Home - Centers for Medicare & Medicaid Services.” CMS.Gov, Centers for Medicare & Medicaid Services, www.cms.gov/files/document/cms-cciio-draft-py-24-public-facing-map10262023v1.pdf. Accessed 23 July 2024. Cox, Cynthia, and Jared Ortaliza. “Where ACA Marketplace Enrollment Is Growing the Fastest, and Why.” KFF, KFF, 16 May 2024, www.kff.org/policy-watch/where-aca-marketplace-enrollment-is-growing-the-fastest-and-why/ “What Is the ‘Unwinding Special Enrollment Period (SEP)' and How Can Consumers Qualify?” Agentbrokerfaq.Cms.Gov, Centers for Medicare & Medicaid Services, 16 Apr. 2024, www.agentbrokerfaq.cms.gov/s/article/What-is-the-Unwinding-SEP-and-how-can-consumers-qualify   “The Biden-⁠Harris Administration Immediate Priorities.” The White House, The United States Government, 20 Sept. 2021, www.whitehouse.gov/priorities/   “FY-2025-Budget-in-Brief.PDF.” HHS.Gov, Department of Health and Human Services, www.hhs.gov/sites/default/files/fy-2025-budget-in-brief.pdf Accessed 23 July 2024. Kearney, Audrey, et al. “KFF Health Tracking Poll February 2024: Voters on Two Key Health Care Issues: Affordability and ACA.” KFF, KFF, 20 Mar. 2024, www.kff.org/affordable-care-act/poll-finding/kff-health-tracking-poll-february-2024-voters-on-two-key-health-care-issues-affordability-and-aca/   “Remarks by President Biden at an Affordable Care Act Anniversary Event.” The White House, The United States Government, 23 Mar. 2023, www.whitehouse.gov/briefing-room/speeches-remarks/2023/03/23/remarks-by-president-biden-at-an-affordable-care-act-anniversary-event/ “Fact Sheet: The Biden-Harris Administration Urges Congress to Lower Drug Costs for Americans with Commercial Insurance.” HHS.Gov, Department of Health and Human Services, 11 Mar. 2024, www.hhs.gov/about/news/2024/03/11/fact-sheet-biden-harris-administration-urges-congress-lower-drug-costs-americans-with-commercial-insurance.html Levitt, Larry, et al. “Q&A: Implications of the Ruling on the ACA's Preventive Services Requirement.” KFF, KFF, 25 June 2024, www.kff.org/policy-watch/qa-implications-of-the-ruling-on-the-acas-preventive-services-requirement/   Follow Us on Social!  Ritter on Facebook, Instagram, LinkedIn, TikTok, X, and YouTube Sarah on LinkedIn, Instagram, and Threads Tina on LinkedIn

The Good Enough Mother
110. Redefining Motherhood: A Conversation with Libby Ward from Diary of an Honest Mom

The Good Enough Mother

Play Episode Listen Later Aug 1, 2024 43:05


In this conversation, I speak with digital creator, speaker and mental health advocate Libby Ward from Diary of an Honest Mom, whose work has touched millions of women worldwide. I ask Libby about her journey and we talk candidly about some of the challenges that come up in opening honest conversations about modern motherhood. We speak about what it's like to ‘go against the grain' of normalised motherhood, and how this impacts our experiences of relationships and finding a sense of belonging within communities. Libby also shares about the complexities of working within this space of motherhood-support, and the sometimes amplified pressure we can place on ourselves as advocates. Libby emphasises the complexities that socioeconomic factors can bring to the mothering experience through sharing some of her own life journey, and we reflect on the ways that motherhood can be a force for connection through shared experience, AND is also such a profoundly individual journey unique to each of us. We hope you enjoy this authentic conversation about all things ‘honest motherhood'. Libby has been recognized as a mental health advocate by TikTok and her best-selling guided journal, "The Honest Mom Journal: The Struggling Mom's Guide to Struggling Less," has been a lifeline for countless mothers. You can connect with her further below. Libby Ward - https://diaryofanhonestmom.com/ @diaryofanhonestmom on TT and IG . . . Register to listen to free private podcast training for current and aspiring mother-care professionals and practitioners, '10 Ways Patriarchal Motherhood Can Show Up in Your Clients' - https://drsophiebrock.com/patriarchal-motherhood-register

The Business Savvy Therapist
How Psychedelic Assisted Therapy Can Help You Grow Your Practice

The Business Savvy Therapist

Play Episode Listen Later Jul 30, 2024 23:09


Sign up for the FREE Masterclass- How to Build a 7-Figure Group Practice → https://mccancemethod.com/webinar-free-masterclass-from-solo-to-superteam/ In this episode, Dr. Sophia Brandstetter, LCSW, PSY.D and Karen L. Smith, MSS, LCSW, discuss how psychedelic assisted therapy can help grow your practice. They share their expertise in the field and how the Ko-Op can help support you in your journey with psychedelics! Make sure to bring your paper and pen because this episode is full of actionable tips!Here are some key points in this episode: [4:06] What to know about psychedelic assisted therapy [8:02] What is the Ko-Op? [11:34] The Ko-Op training [14:24] How psychedelics can grow your practice[16:08] How long a treatment plan is Links From the Episode:Book: Prepare Yourself, Your Clients and Your Practice for Ketamine Assisted Psychotherapy: A Step by Step Guide By Karen L. Smith - https://a.co/d/06Xd8Col More about Sophia and Karen: Dr. Sophia Brandstetter is a Licensed Clinical Social Worker (LCSW), Doctor of Psychology (PsyD) and has completed certificate education in Ketamine Assisted Psychotherapy with Fluence. Brandstetter is the founder of The Ko-Op in Philadelphia, Pennsylvania. The Ko-Op is a groundbreaking psychotherapy treatment center providing access to psychedelic healing using Ketamine Assisted Psychotherapy Karen L Smith, MSS, LCSW: Karen has worked as an analytically-oriented psychotherapist for over 30 years. She founded and directs a group practice,  Full Living: A Psychotherapy Practice, which specializes in thoughtful matches with seasoned clinicians throughout Pennsylvania. She has recently incorporated ketamine-assisted psychotherapy into her group practice and assists others in doing so.  Websites:  Psychedelic Therapist: https://psychedelictherapists.co/ Social Media Links: Instagram- @The_Ko_Op_PsychedelphiaFacebook-https://www.facebook.com/TheKoOpPhilly Linkedin- https://www.linkedin.com/company/the-ko-op/ How We Can Work Together:Book a Practice Growth Audit Call - https://mccancemethod.com/practice-growth-audit/Here is How to Subscribe & Leave a Review (pretty-please): Want to get notifications when I release new episodes so you don't miss out on anything?Follow me on Instagram, @nicole.mccanncemethod. If this episode provided you with value and inspiration, please leave a review and DM to let me know. Click here: https://www.instagram.com/nicole.mccancemethod Join the FREE private community for therapists: Expand your Psychotherapy Practice → https://www.facebook.com/groups/947689352498639 Sign up for the FREE Masterclass- How to Build a 7-Figure Group Practice→ https://mccancemethod.com/webinar-free-masterclass-from-solo-to-superteam/

Breakthrough Advisor
Make Life Insurance Work for Your Clients' Retirement Plans with Patrick Kelly (Ep. 68)

Breakthrough Advisor

Play Episode Listen Later Jul 24, 2024 32:31


In this episode of The Breakthrough Advisor™, Jack Martin sits down with Patrick Kelly to explore the powerful benefits of integrating life insurance into retirement strategies.  The post Make Life Insurance Work for Your Clients' Retirement Plans with Patrick Kelly (Ep. 68) first appeared on InsurMark.

Gym Marketing Made Simple
Building Emotional Connections and Active Listening in Sales.

Gym Marketing Made Simple

Play Episode Listen Later Jul 15, 2024 31:42


Are You Truly Listening to Your Clients? Welcome to the Gym Marketing Made Simple podcast, your go-to resource for exploring the strategies that boutique fitness gyms need to thrive.  In this episode, we focus on the powerful impact of understanding clients' problems and building emotional connections to boost sales. We discuss how personalized conversations, trust-building, and active listening can improve your sales approach. They also share insights on the importance of follow-up for gathering feedback and the limitations of relying solely on AI for sales interactions.  Finally, we highlight why having a genuine passion for your product or service is crucial for success in sales training. 00:00 Intro 00:10 Gym ownership and marketing strategies with a new franchise owner 4:05 Understanding clients' needs and solving their problems. 10:00 Importance of building trust before selling fitness memberships 14:23 How gym owners can better communicate with clients and close deals. 17:41 Sales techniques and customer nurturing in the fitness industry.  21:57 Sales techniques and personalized approach 25:19 Marketing and sales strategies for gyms with a focus on personalized approach and data-driven decision-making Tune in to learn how to strengthen your communication skills, foster meaningful client relationships, and cultivate a winning mindset in your sales efforts.

Agent Survival Guide Podcast
How Insurance Agents Can Break into the Medicare World

Agent Survival Guide Podcast

Play Episode Listen Later Jun 26, 2024 7:09


  Looking to expand your client base and insurance portfolio? Check out this episode to learn how insurance agents like you can step into the Medicare insurance market and start selling!   Read text version   Gain Access to The Ritter Platform, Medicare Quote Engine, and More Tools for Insurance Agents: https://app.ritterim.com/public/registration/    Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Resources: ACA 101: Selling Under-65 Health Insurance: https://ritterim.com/blog/aca-101-selling-under-65-health-insurance/ Final Expense Insurance: How Much Can Clients Expect It To Cover? https://link.chtbl.com/ASG519 3 Growth Strategies for Your Insurance Sales Territory: https://link.chtbl.com/ASG5875 How to Get Started in Medicare Sales: https://link.chtbl.com/ASG569 Getting Started Selling Medicare Supplements: https://link.chtbl.com/ASG497 Keys to Client Retention: Digital Communication: https://link.chtbl.com/ASG577 Medicare Isn't Just for Seniors: Selling to the Under-65 Market: https://ritterim.com/blog/medicare-isnt-just-for-seniors-selling-to-the-under-65-market/ Medicare Quote Engine: https://ritterim.com/the-ritter-platform/#medicare-quote-engine Out of the Box Ideas for Selling Final Expense Insurance: https://link.chtbl.com/ASG592 Ritter Can Help You Stay in Touch with Your Clients: https://link.chtbl.com/ASG488 Using a SWOT Analysis to Review Your Insurance Business: https://link.chtbl.com/ASG559   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka) Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/

Navigating the Customer Experience
233: Practical Frameworks and Future Insights for Elevating Customer Experience with Alan Williams and Dave Stubberfield

Navigating the Customer Experience

Play Episode Listen Later Jun 25, 2024 35:05


Alan Williams is the founder of SERVICEBRAND GLOBAL and advises business leaders internationally to deliver value driven service.    Dave Stubberfield is the director of Carter Consultancy and specializes in enabling cultural transformation to help businesses achieve greatness. They are the authors of Supercharging the Customer Experience: How Organizational Alignment Drives Performance.   Questions · We always like to ask our guests if they could share in their own words a little bit about their journey. So basically, how it is that you got from where you were to where you are today. · Now, the both of you teamed up together and wrote this awesome book Supercharging the Customer Experience. Can you share with our listeners a little bit about the book, maybe two or three overarching themes that the book focuses on and who is the book geared towards? · What are maybe two or three behaviors that you believe is critical for customer success in a business both from an employee perspective and from the leadership perspective. · So, could you share maybe just some insight for us on what you believe is the future of AI as best as you can, because AI does cover a lot of stuff. But what do you believe is the future of AI? And how will that impact human interaction? · So, can you also share, and each of you can give me your answer to this particular question. What's the one online resource, tool, website or app that you absolutely cannot live without in your business? · If you could share with me maybe a book that you read recently, or even a very long time ago, but it has still had a very great impact on you, whether from a professional capacity or even a personal development capacity. · Now, can you also share with us what's the one thing that is going on in your life right now that you're really excited about, either something you're working on to develop yourself or your people. · Where can listeners find you online? · Now, before we close off the episode, we always like to ask our guests, do you have a quote or a saying that in times of adversity or challenge you will tend to revert to this quote if for any reason you get the real or you get off track, the quote kind of helps to get you back on track. Do you have one of those? Highlights Alan and Dave's Journey Me: We always like to ask our guests if they could share in their own words a little bit about their journey. So basically, how it is that you got from where you were to where you are today.   Alan Williams: Alan shared that he started off in commercial hospitality management. So, he remembered being at school thinking, he wants to go to university, but he wants to do a degree that's going to help him get a job.  And he really didn't like the idea of what he at that time considered to be really boring businesses like banking, where you're sat in an office all day. And he was lucky enough to get a holiday job in a hotel, and he thought that's it, exciting, looking after people, fun.  So, that was the beginning. And then he moved somewhat later in his career into workplace management. So you might know it as facilities management, so all of the services in workplaces offices, and he referred to them those offices actually, as they're really hotels with desks instead of beds, that's the only difference. And then he set up SERVICEBRAND GLOBAL in 2005, and he's been helping progressive leaders in organizations around the world since then, using what he learned in the hospitality sector.  Dave Stubberfield: Dave shared that for him, he guesses similar to a degree. So, he was just about leaving school and the careers advisor said, you've got the potential to go to university, but he didn't really know what for. So, he decided against it and tried the apprenticeship route in the corporate space, which he loved, and a lot of customer facing roles. Then there was an initiative called Lean, where he became kind of a Six Sigma qualified individual. And then it just kind of spiraled into attaching customer experience to the continuous improvement framework, really. And how changes adapt in organizations. And then, 2020 set up Carter Consultancy, and he hasn't looked back since. So yeah, he loves what he does.   About Alan and Dave's Book – Supercharging the Customer Experience and Three Overarching Themes the Book Focuses On Me: All right, thank you so much, gentleman. Now, the both of you teamed up together and wrote this awesome book Supercharging the Customer Experience. Can you share with our listeners and either of you can answer this question, a little bit about the book, maybe two or three overarching themes that the book focuses on and who is the book geared towards?   Dave Stubberfield: Dave shared that he's known Alan for a few years now. But it just so happens that they were interested in creating a customer experience development programme for the BQF, The British Quality Foundation. And the President kind of joined them together and said, “Look, you're both trying to achieve the same things.” So very, very quickly, during their initial meeting, they realized that they are very aligned in how they think and what they wanted to achieve. And through the development of that programme, and Alan out of the blue turns and he said to Dave, “This has got the makings of a great book. Do you want to write one?” And like a rabbit in the headlights, he just kind of froze, and then said, “Yes, let's do that.”  And so, through Alan's guidance from his previous experience of being an author, he's brought him on that journey with him and he's really, really enjoyed it. And the foundation to the book really stemmed from the training, the development programme they put together, which is really all about putting CX into context. They believe there's a lot of content out there. He's going to leave Alan to drop the question in a second, but they believe there's a lot of content out there. But they believe that the actual application of customer experience doesn't happen as frequently as it should, which led us to the question, Alan?   Alan Williams: Alan shared that's right. When they were thinking about the book, they were thinking, well, how is this book going to be any different to all of the others out there on the topic of customer experience? Because don't know if you've checked, but there's just like so many books on the topic. And they just found themselves with this question, which is, “With all the content on the topic that's out there, why is great customer experience so rare?” It doesn't make sense if there's all that resource out there to guide people.  And that was what Dave's just touched on there that the problem, and the challenge is that so much of the time people are focused on content, and knowledge, rather than the practical application of that knowledge on a day in day out basis. And that's why the great customer experience is so rare. And in the book, they provide a framework that helps you whatever sector you're in, wherever you are in the world, whatever the size of your organization provides you with a framework that can help to guide you create your own customer experience strategy that suits your own particular individual circumstances.   Me: All right, so let's use a use example, a use case, I like the fact that you gentleman said that you want to focus on the practical because you are very correct. There are many, many books out there on CX and EX. And you read the content, and it's focused on knowledge, the definitions, the theory, but how does that really work with an organization, with people, with their behaviour, we getting them motivated with having them intrinsically applying that in every single interaction regardless of the channel that they're serving the customer on. So, you can choose a business, I will leave it up to you in terms of the use case, just give us an example of based on the framework that you have in the book, how does this really apply to a business?   Alan Williams: Alan shared that he's not even going to choose a particular business. He thinks that sometimes when you do that, you're kind of dragged into generalization. So, he's just going to tell you a story. And it was a business that he was working in and they focused really hard on everybody that was in the organization understanding that they were part of delivering a great customer service and their job was to make their customers and clients feel important, that was the reason that they were all there.  And he remembered on reception, they were expecting a guy attending a very important meeting. And so obviously, they knew in advance that he was arriving, and they have pre-prepared a name badge, they also aimed to greet people before they introduce themselves in this particular environment. And so that happened, the receptionist greeted the gentleman by name, but they had not expected one thing, and that is that he brought with him a small terrier dog. Now, the receptionist actually said to him, complimented him on the dog, and then said, “And now Sir, if you could just lift him up in front of the camera.” and produce a name badge for the dog. And the guy went into the meeting room and announced to the people from the client organization, “That is the best welcome I've ever had anywhere in the world.” And then the meeting was a great success, down to that receptionist. So, the reason he loves that story is because it really emphasizes the importance of people understanding the big why they're there, rather than getting consumed and distracted with the small tasks that they might have to do in order to satisfy them.   Behaviours that are Critical for Customer Success in a Business from an Employee Perspective and from the Leadership Perspective Me: Now, based on your research, and your experience, both of you in the CX space, if you were to choose maybe two or three behaviours that you believe is critical for customer success in a business, and I'm not just talking from the employee perspective, but also from the leadership perspective, like what are the three key behaviours that will more than likely lead to a culture where people have that customer centric mindset, regardless of the type of customer, how complex the problem or issue might be, but they're always driven by that because of those core behaviours. Would you be able to identify what those if you were to pick three, what those would be?   Dave Stubberfield: Dave shared that he can start with one for sure. And the one that leaps out with him is Empathy. And that runs from a kind of a customer facing team into the customer, but like you said, it's the leadership into to the rest of the teams and the organization. He thinks having that empathetic understanding of what people might be trying to do, or what they're going through, is so powerful.  And we're stepping into the realms of emotional intelligence here. And to the point that Alan's just made in that in that story, which is fantastic. People have to buy into that, right. So, they have to buy into that culture of trying to achieve and deliver that experience, not once but every single time. And he thinks that starts with a lot of empathy. He knows some leaders that are not very empathetic, shall we say, and don't understand why they can't achieve the results they want to achieve, not only in the business, but in the customer experience space as well. So, he would lead with empathy being one of the most powerful ones because it unlocks so much. Alan, I don't know if you've got anything to add to that at all?   Alan Williams: Alan shared that he'll go with number two, though, which he thinks is about positivity. So, when a customer asks you for something, the answer is yes. And it might not be exactly what they were expecting or had asked for. But how often do you hear, no, can't do that. And that's really not a good start to a conversation. So, he'd follow empathy with Positivity.   Dave Stubberfield: Dave stated that he would go number three is probably Communication. And that he guesses all ties everything up together nicely. He thinks sometimes, again, starting at the top with leadership, they might send a message once, whether it's via email, or it could be in person, it could be a presentation, and some people think that they can just deliver that message once and everyone gets it and understand it, it needs to be reinforced, it needs to become part of the embedded as part of the DNA of the organization. And that message needs to be repeated so it's understood and lived every single day. And he thinks having a great deal of empathy, and positivity, it just needs to be reinforced through communication, he personally believes.   Alan Williams: Alan asked can they give you just one extra one as a bit of added value. So, he'd go with Obsessive Attention to Detail. And this is kind of every person, every day, every minute, because consistency is what makes the great businesses set apart from those that are good some of the time. And that's because everybody in the organization knows the fine detail of what's required, and is then committed to delivering that every single time.   Me: All right, so Empathy, Positivity, Vommunication and Obsessive Attention to detail. Okay, thank you so much, gentlemen.    Insight on the Future of AI and How it Will Impact Human Interaction Me: Now, I liked the fact that most of what you talked about focuses on people, focuses on behaviour, focuses on relationships, practical things that we can see, things that we do every day. I found, and I'm sure you've seen it as well, that in the last, I would say, maybe two or three years or even before but definitely in the last two or three years, there has been a lot of emergence in the space of technology with artificial intelligence. And I find that organizations sometimes may not necessarily be integrating it or using it in the best way possible to ensure that it's not replacing humans, but more so helping humans that can really help the overall experience.  And I'll give you an example. Over the weekend, I had a friend that has a mobile modem and we were having some issues adding some data to it and we called our local telecommunication company, reached out to them through their website. Actually no, we did it through their app that was on the phone, but the app has a Bot at the top and the bots name was Ruby. But Ruby can't answer any questions, Ruby doesn't remember what you told her before. And so, you tell Ruby, I'd like to speak with a representative, Ruby starts a conversation again, “Please provide me with your name and account number. Please tell me exactly what your query is about.” And I told Ruby that before and I felt like I was going in circles, it was just crazy. So, could you share maybe just some insight for us on what you believe is the future of AI as best as you can, because AI does cover a lot of stuff. But what do you believe is the future of AI? And how will that impact human interaction?   Dave Stubberfield: Dave shared that it's really interesting. And they cover a lot of this in the book. And honestly, you could spend hours upon hours doing research. And he kind of immersed himself into this. You're spot on, AI is kind of forefront of technology at the minute, everyone seems to be dipping into it. You've also got augmented reality that people are looking at as well and they are fantastic things, and it's just incredible what some of these things can do. The problem that organizations have today is they see something shiny, something sparkly and go, right, we need that. And they try and integrate it and it's just kind of a lift and shift, kind of slot it into a place, and it fits in just or they've squeezed things around, and they go perfect. We can take our AI integration box off, we've done that.  But like you've just said there, there's not been any kind of sort of thinking or thought process around how we actually integrate that to the all of the other services and ways of communication that we have as an organization, that omni channel element hasn't been considered, we just see AI as a way potentially to do something with generative text, for example. And we go yep, okay, we can we can get that in, we can do that there, and boom, it's done. It's thinking about the entire process.  And he thinks another element to that is, let's say one organization in a certain industry does something that's quite revolutionary. Other companies in the same industry or even outside the industry might try and replicate that and they haven't considered how they operate as an organization, the value they deliver to their customers, and if it actually works. He thinks a lot of people feel like they might miss the boat if they don't sort of get on board with the technology bus, because it's just constantly changing. So, there's a lot of risk when it comes to technology, you need to do your research, your homework and what fits for the business.  And for him, it's thinking about it from a people point of view, technology's forefront of the minute AI, you name it, there's lots it can do. But it needs to work for people. And that's the thing, really, he thinks sometimes isn't considered. So, that would be his thought. Alan, I don't know if you've got anything to add to that at all.   Alan Williams: Alan shared that he thinks that the issue is that people consider technology to be an alternative solution, whereas in fact, it should just be a support to people. So, when you've got predictability and high volume, then sure, he thinks technology can be a massive help in that sort of situation. But where you've got unpredictability, and perhaps volume that is up and down, then it's much less helpful. And it might be that a human being could deal with that much, much better. So, the big thing, though, is this thing about technology being a tool, rather than the be all and end all and he liken it to a scalpel, a scalpel in the hands of a really experienced surgeon can save people's lives. But in the hands of somebody who doesn't know what they're doing can be really dangerous. And it's the same with tech and customer experience.   App, Website or Tool that Alan and Dave Absolutely Can't Live Without in Their Businesses When asked about an online resource that they can't live without in their business:  Dave Stubberfield: Dave stated what a question. He's going to be totally contradictory to what he just said, he going to go ChatGPT. So, he uses that as a bit of a sounding board, really. So, in his organization, it's just him. So, sometimes when he has a bit of an idea, he thinks, “Oh, okay, maybe I should post it on social media or I should do this and have a bit of an idea.” He will often ask Alan because they are very alike, but sometimes he will just put a bit of a question into ChatGPT and asked for maybe what's relevant or how he should do a certain thing. And knowing that it's not always 100% accurate, he uses that as kind of as a gauge really to see if he's on the right track.  It's funny, he will put something into ChatGPT, for example. Let's say he wanted to do a LinkedIn post this week and he might say, “Give me five myths about customer experience that we can debunk.” And he might find one of them, he goes, “Well, that's not a myth at all. That's the complete truth.” So, he might swing it in a way that he thinks is his own personal view and opinion. And he uses that as kind of a something to generate a bit of a conversation with himself rather than just talking to the brick wall. So for him, he quite often uses ChatGPT, he would say he's using it daily, which is, it's mad really how it's become so prominent in people's lives.   Alan Williams: Alan shared that he's going to add to his CV that Dave asked him before ChatGPT that'd go down really well. His, is his Outlook Calendar. He's a bit too reliant on this. Basically, if it's not on the calendar, he's not there. And occasionally, he was telling somebody just the other day how he was just about to go into a lunch meeting and he got a message from somebody saying, “Really looking forward to seeing you for lunch today.” And he had to have a very quick lunch meeting and then get to the other one and not tell the person. But his calendar is his.   Me: So, Calendar and ChatGPT. Excellent.   Books that Have Had the Biggest Impact on Alan and Dave Me: Now, I usually ask the question, what book or books have had the biggest impact on you? I noticed in your book, which I love about how the layout of the book was done, that at the end of each chapter, you have a little box that says, “Want to know more” with resources in the form of articles and books that the reader can access if they want to gain additional information. I think that's brilliant. But I will still ask it. So, if you could share with me maybe a book that you read recently, or even a very long time ago, but it has still had a very great impact on you, whether from a professional capacity or even a personal development capacity.   Alan Williams: When asked about books that have had the biggest impact, Alan shared that his is a long time ago, actually. So, The Balanced Scorecard: Translating Strategy into Action by Robert S. Kaplan and David P. Norton. So, basically, this is about making sure that your business is balanced and looking after all of the different stakeholder groups, rather than being just focused on generating profit. And over the years, that kind of sentiment he thinks has grown into triple quadruple bottom line ESG, all of the terms that are given to it, but basically a very, very similar message in that you're managing your business holistically, rather than just to generate profits. So, that's his.    Dave Stubberfield: Dave shared that he's got a few that springs to mind. And the one he's going to talk about most prominently is the one he's listened to recently is the One Minute Manager by Kenneth H. Blanchard. This was a recommendation to him, he's heard it and seen the sites all around, but he's never actually taken the time to listen to it. So, that for him was really, really interesting because it talks about trying to do things in a minute, setting goals that people can read in a minute. Having reviews whether it's positive or negative in a minute, so you can redirect people or praise people. And he thinks a lot of us get bogged down in just day to day life, that everything becomes much more intense than it needs to be. So, that One Minute Manager for him, it was talking specifically about managing a team in an organization. But he thinks you can apply it to absolutely anything. So, that's the one he's listened to most recently that has been phenomenal and eye opening for me.   One that he would like to call out that he's previously listened to is The Prosperous Coach: Increase Income and Impact for You and Your Clients by Steve Chandler. So, coaching is a part of what he does and t that was something that really helped him and kind of confirmed to him and validate that he can do what he's doing, which was amazing, because he had a lot of doubt at the time when he started if he's a massive suffer of the imposter syndrome. So, that was really good for him personally.  And the other one he was considering? It was, Who Moved My Cheese?: An Amazing Way To Deal With Change In Your Work And In Your Life by Spencer Johnson, which is just he thinks it's a staple, if you haven't read or listened to that, then go and listen to that. That's phenomenal.   What Alan and Dave are Really Excited About Now! Alan Williams: When asked about something that they are excited about Alan shared that this is going to be boring to some people, because the CX in context development programme, he's thrilled about this, because they've started to deliver to clients, and the feedback has just been fantastic. And people are just saying, this is a real eye opener, because CX cannot just be treated in isolation, it is inextricably connected to other parts of the business. And this framework helps them to do that in a really simple to understand way and a very practical way. When he gets that sort of feedback, it makes him feel that it's been worth putting together what they've put together because it's good to be able to help so many people out there.   Dave Stubberfield: Dave shared that for him, he could quite easily say the same thing. But he's going to be different. So, he would say in the past 18 months, he's been developing an online tool that's called Nova. And Nova is a way and means of teams, organizations to measure how well they are implementing continuous improvement in their business, or in their team or in their organization. And that is something he's done for a long time and he used to do it by an Excel spreadsheet. And talking to a friend of his, he said, “Dave, why on earth are you using a spreadsheet in this day and age?” And he kind of sat back and thought, “Okay, I should practice what I preach here and change what I do.” And it's led to this tool, which he personally believes is cutting edge.  So, basically, it's an assessment that each team would do in an organization, it will give them a score, it will give them actions to do, it will give industry insights as well, based on the information that's been provided, just so that it can help the team progress. That then creates an aggregated score up to the leadership, and that can be viewed across the leadership peers and the group. So, if you've got an entire organization, you've got a continuous improvement score, essentially, for the entire organization with industry insights that help drive the improvement of that organization and with Alan's help, they're going to look at introducing customer experience to that later in the year.  They've also got plans to introduce change management as well, as well as vision values, employee engagement, they see this as a potential game changer tool that can disrupt organizations for the better. So, a lot of positive to come from that. And that's not long been launched really, the start of this year and they've seen some really, really interesting returns on investment as well. So, fingers crossed that's one for the future.   Me: That sounds amazing, Dave. Is that available to anyone in the public? Or it's still in beta?   Dave shared that it's available to absolutely everyone and anyone that might be a little bit unsure, a little bit reluctant to get involved or have a look, there's a free business health check at the very beginning that you can take, an initial assessment that sort of points you in the right direction, ask some leading questions to get you thinking, “Are you doing the right thing?” And at the end of it, it will tell you how you're performing based on that information and their suggestions moving forward. So, there's a bit of a freebie at the front as well.   Me: Now, my next question would be where can our listeners find that resource online?   Dave shared that they can find that at www.thinknova.uk    Where Can We Find Alan and Dave Online Alan Williams - Company website – www.servicebrand.global.com LinkedIn – Alan Williams   Dave Stubberfield - LinkedIn – Dave Stubberfield Dave's company website – www.carter-consultancy.com   Quote or Saying that During Times of Adversity Alan and Dave Uses  Me: Now, before we close off the episode, we always like to ask our guests, do you have a quote or a saying that in times of adversity or challenge you will tend to revert to this quote if for any reason you get the real or you get off track, the quote kind of helps to get you back on track. Do you have one of those?   Alan Williams: When asked about a quote or saying that they tent to revert to, Alan shared that this relates to the book, actually. So, he created this the end of last year (2023) and that is, “Content without context is toast.”   Me: I saw that in the book, I thought it was kind of cute. So, can you tell our listeners a little bit about how that quote brings you back on track?   Alan shared that it originated really from culture eats strategy for breakfast, it's like that kind of ring and tone to it. And he was just thinking about how so much, especially with social media, it's all about pumping stuff out there. But he thinks it really helps you to recollect yourself if you remember that your particular situation is unique. And you just need to focus on that. Don't get worried with all of the possibilities of all of the content, just think about what situation you're in right now and that will help you deal with it.   Me: All right. Thank you so much, Alan. Dave, do you have one of those quotes?   Dave Stubberfield: Dave shared that he does, his is a bit cheesy, people might hear and go, oh, no. But his one is, “Teamwork makes the dream work.” And he thinks, for him, to put that into context, again, he's spoken that he's solo in the business. But he thinks realizing that collaboration is king, really. So, let's take the book as an example. There would have been days, he's sure, that he would have been not really 100%, and not firing on all cylinders. But he knew that he would have to present something to Alan later in that day to say, “This is what I've done or what I've produced.” So, that would be that factor.  But there would also be helping Alan out. If Alan said, Ok, we've got 10 actions to do, but I'm in meetings for the rest of the week, he would go leave that with me. I'll pick that up. he'll take the strain. And he thinks that's part of that teamwork. And he thinks, again, that's part of why they work so well, because they do have the ability to understand when someone hasn't got the time or the space. The other person just seems to pick it up from somewhere. He doesn't understand how or why, it's a bit of a dark art, but it seems to be working well for them. But that for him is the one, knowing that collaborating with people is often going to be so more advantageous to absolutely everyone. That's the one for him that pulls him out of that pit sometimes where he might not be feeling great.   Me: All right, thank you so much. So, Alan's quote, “Content without context is toast.” And Dave's quote is, “Teamwork makes the dream work.” Now, both quotes are phenomenal. And just to kind of piggyback on what Dave said just now, I say it all the time in customer service trainings, no man is an island, and the reason why an organization has more than one person working in it is we all have to work together. Everyone's role is important. You gentlemen wrote this book and I'm sure that it required a lot of sweat, tears, hard work, focus, just a lot of energy and engagement that you both had to put into it. And it wouldn't be the success that it is today if it is that you didn't put that effort into it. So, I fully, fully, fully endorse both the quotes that you've given to us.  And just want to remind our listeners that customer experience is a journey, it's not something you're going to get to overnight or in an hour. It's not something that you're going to just get from one book. And it's something that we continually work to improve every single day that we get the opportunity to work on it. So, thank you so much for sharing your great insights about your book, about all the different things that you're doing in your organizations, with your own clients. It was really a great interview and I hope you had as much fun as I did.   Please connect with us on Twitter @navigatingcx and also join our Private Facebook Community – Navigating the Customer Experience and listen to our FB Lives weekly with a new guest   Links • The Balanced Scorecard: Translating Strategy into Action by Robert S. Kaplan and David P. Norton •  The One Minute Manager by Kenneth H. Blanchard •  The Prosperous Coach: Increase Income and Impact for You and Your Clients by Steve Chandler •  Who Moved My Cheese?: An Amazing Way To Deal With Change In Your Work And Life by Spencer Johnson   The ABC's of a Fantastic Customer Experience Grab the Freebie on Our Website – TOP 10 Online Business Resources for Small Business Owners  Do you want to pivot your online customer experience and build loyalty - get a copy of “The ABC's of a Fantastic Customer Experience.” The ABC's of a Fantastic Customer Experience provides 26 easy to follow steps and techniques that helps your business to achieve success and build brand loyalty. This Guide to Limitless, Happy and Loyal Customers will help you to strengthen your service delivery, enhance your knowledge and appreciation of the customer experience and provide tips and practical strategies that you can start implementing immediately! This book will develop your customer service skills and sharpen your attention to detail when serving others. Master your customer experience and develop those knock your socks off techniques that will lead to lifetime customers. Your customers will only want to work with your business and it will be your brand differentiator. It will lead to recruiters to seek you out by providing practical examples on how to deliver a winning customer service experience!

Zero to Rockstar Coaching Business
Find Your Marketing Magic & Grow Your Coaching Business with Lizzie Moult

Zero to Rockstar Coaching Business

Play Episode Listen Later Jun 20, 2024 39:22 Transcription Available


Are you ready to finally turn your coaching business from a dream into a rockstar reality? Dive into today's episode where I sit down with the phenomenal Lizzie Moult. Lizzie's journey from fresh-faced coach to hosting sold-out events and celebrating £30k months is nothing short of inspiring. She spills the secrets on building a thriving coaching business, mastering self-trust, and creating a life filled with magic and wonder.During our interview, you'll discover how to craft an irresistible elevator pitch, connect with potential clients in the most unexpected places, and why your inner critic might just be feeding you fake news that holds you back from your success. Plus, Lizzie shares her go-to book for success and the power song that fuels her big-deal energy. So if you're serious about making waves in the coaching world, this episode is your not-to-be-missed blueprint for success. Tune in and let's make your coaching business shine!More about Lizzie Moult:Lizzie Moult is a Holistic C​ognitive behavioural therapist, Soul Guide and Marketing Genius. Her mission is to educate people ​on how to trust themselves in order to live a life full of magic and wonder. ​she is the host of the five-star rated podcast Choosing Change which discusses how to create a more fulfilling life one step at a time. ​she is Dedicated to the journey of self-exploration, ​and is an expressive down to earth soul who leads with heart and expands the mind. After healing her own stories, beliefs and patterns that kept her feeling small, stuck, and prioritising everyone else. Lizzie is a radiant example of how you can turn your life around, break the rules, and create a life you love. Topics covered on Find Your Marketing Magic & Grow Your Coaching Business with Lizzie Moult :How did Lizzie go from being a brand-new coach with zero clients to hosting sold-out events and hitting a £30k month in her coaching business?The common fears and challenges that new coaches face after finishing coaching school. How did Lizzie navigate these obstacles?Tips on how to craft a compelling elevator pitch and confidently share what you do with others.Real-life stories of how networking can lead to unexpected opportunities and new clients!How to identify and leverage your unique marketing strengths to grow your coaching business.What were Lizzie's low points in her coaching business, and how did she turn these experiences into learning opportunities?Connect with Leanne Sia:Website: www.leannesia.comInstagram: @_leannesia_Connect with Lizzie Moult:Podcast: Choosing ChangeWebsite: www.lizziemoult.comInstagram: @lizzie_moultFacebook: @lizziegmoultResources from this episode:Lizzie's favorite song Latto - Big EnergyThe Prosperous Coach: Increase Income and Impact for You and Your Clients by Steve Chandler & Rich...

Agent Survival Guide Podcast
Agent's Guide to Email Communication Resources

Agent Survival Guide Podcast

Play Episode Listen Later Jun 17, 2024 20:00


  Discover our top recommendations for email marketing. Keep in touch with clients, reach larger audiences, and grow your business with these tools.    Read the text version     Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Email Communication Resources: AgencyBloc: https://www.agencybloc.com/ AgentMethods' AMPlify: https://www.agentmethods.com/amplify/ Canva: https://www.canva.com/ Constant Contact: https://www.constantcontact.com/ Google Workspace: https://workspace.google.com/products/gmail/ MailChimp: https://mailchimp.com/ Microsoft 365: https://www.microsoft.com/en-us/microsoft-365/outlook/email-and-calendar-software-microsoft-outlook ReminderMedia: https://remindermedia.com/ Ritter Insurance Marketing: https://ritterim.com/the-ritter-platform/ SquareSpace: https://www.squarespace.com/email-marketing/  Zoho Mail: https://www.zoho.com/mail/   Resources: 5 Things About Working with Ritter Insurance Marketing: https://ritterim.com/blog/interview-5-things-about-working-with-ritter-insurance-marketing/ Agent Compliance Handbook: https://docs.ritterim.com/documents/compliance/Ritter-Agent-Handbook-2024.pdf Developing a Client Retention Mindset: https://ritterim.com/blog/interview-developing-a-client-retention-mindset/ FREE DOWNLOAD - Email Template for Client Check-in: https://ritterim.com/documents/client-check-in-email-template.docx How AI Chat Bots Can Assist with Marketing & Social Media: https://link.chtbl.com/ASGA20230809 Keys to Client Retention: Digital Communication: https://link.chtbl.com/ASG577 Ritter Can Help You Stay in Touch with Your Clients: https://link.chtbl.com/ASG488 Why Client Retention Should be Your Top Priority: https://link.chtbl.com/ASG581   References: Add, move, or import Google contacts: https://support.google.com/contacts/answer/1069522?hl=en&co=GENIE.Platform%3DDesktop CAN-SPAM Act: A Compliance Guide for Business: https://www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business Create, or edit .cvs files to import into Outlook: https://support.microsoft.com/en-us/office/create-or-edit-csv-files-to-import-into-outlook-4518d70d-8fe9-46ad-94fa-1494247193c7 Email Users Statistics and Facts: https://market.us/statistics/internet/email-users/ HIPAA Compliance Microsoft Office 365 and Microsoft Teams: https://www.microsoft.com/en-us/microsoft-365/blog/wp-content/uploads/sites/2/2019/04/HIPAA-Compliance-Microsoft-Office-365-and-Microsoft-Teams.pdf Medicare Marketing Guidelines: https://www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka) Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/

Next Level Nutrition Biz
Don't Let Your Trauma Self Run Your Business with Brandi Mackenzie

Next Level Nutrition Biz

Play Episode Listen Later May 15, 2024 59:45


In this episode, Stephanie is talking with Nervous System Coach Brandi Mackenzie about how trauma might be playing a role in your nutrition business. Brandi discusses how your nervous system patterns might be sabotaging your business goals and shares how to uncover if your nervous system is running the game.   Brandi also shares about how her business has grown over the last 10 years while working on her nervous system and provides tools you can use in your own business (and life!) to support your nervous system.   In today's episode, you'll learn: How your nervous system patterns might be sabotaging your business goals Different ways to recognize if your nervous system needs support Tools to use to support your nervous system (in minutes!)   Links and resources mentioned:   Listen to The Biology of Success Podcast   Grab your free Morning Routine Guide   Check out Brandi's Website and The Biology of Business 6 Week Program   Episode 12 - Setting Boundaries with Your Clients   Episode 111 - Nourishing Yourself as an Entrepreneur

Earmark Accounting Podcast | Earn Free CPE
The 5 Apps You Need In Your Accounting Firm

Earmark Accounting Podcast | Earn Free CPE

Play Episode Listen Later May 3, 2024 56:58


In an era where the right software can make or break your accounting firm, choosing the right apps is essential. In this webinar, Blake Oliver, CPA, draws on his experience as a firm founder to guide you through the essential software that will streamline your operations, upgrade your client experience, and drive future growth. This session is designed to cut through the clutter of the ever-expanding app marketplace, providing you with a curated list of applications indispensable for modern accounting practices. Join us to discover how these apps can streamline your workflows, enhance your service delivery, and set your firm on a path to success.(Originally recorded on March 6, 2024, on Earmark Webinars+)SponsorClient Hub - https://earmarkcpe.promo/clienthubChapters(00:00) - The 5 Apps You Need In Your Accounting Firm sequence (01:55) - Why Choosing the Right Software Matters (05:27) - Diving Deep into Proposal Management Software (14:08) - Workflow Apps: The Backbone of Firm Operations (29:08) - Exploring General Ledger Applications (31:07) - Optimizing Accounting Systems with FreshBooks and Xero (31:33) - Designing Your App Stack for Efficient Accounting (32:30) - Choosing the Right General Ledger Systems for Your Clients (33:02) - Streamlining Client Onboarding with a Standardized Tech Stack (34:28) - The Importance of Payroll Apps in Accounting Firms (35:04) - Exploring the Best Payroll Software Options (39:34) - Bill Pay Apps: Enhancing Client Services (43:39) - Integrating AI and ChatGPT into Your Accounting Firm (45:14) - Best Practices for App Integration and Tech Adoption (56:04) - Concluding Remarks and Next Steps for Your Firm Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

The Strategy Hour Podcast: Online Business | Blogging | Productivity - with Think Creative Collective

Today I'm sharing the strategy of how I got those people on the list, what's working, what you should be paying attention to, and what it means for you and your business. An email list is incredibly important to your business because it will allow you to reach your audience more consistently and it's something that you actually own, unlike your social media followers. Email lists are a long-term strategy that adds to the stability of your business.  Join The Co-op - The Membership for Online Businesses Connect with Abagail Instagram All the Links! In the past, I have avoided talking about email lists because I worry that they can become too much of a distraction. Utilizing a list will get you sales but if you are so focused on marketing to bring people onto the list instead of focusing on actual, tangible sales. I'm pretty confident that the majority of these new email subscribers came from seven different kinds of activities that I was doing in my business to attract those leads. I'm having a significant increase this year – way more so than in 2023 because of my focus on visibility. So, let's dig into how I managed to do it!  Episode Highlights Utilizing Old Training Programs to Attract Quality Leads [0:08:40]  Keeping Up with Trends (When You Feel Inspired to!) [0:10:02] The Number One Way I Want You to Start Building Your Email List [0:11:50] How Refreshing Old Content Can Bring You Leads Today [0:13:38] Working Backwards to Gain Better Insight into Your Clients [0:16:37] The One Thing that Surprised Me the Most When I Started My Program [0:18:34] The Power of a Generic Sign-Up [0:23:13] Using Activation to Add to Your Email List [0:24:35] Thank you for listening! Please subscribe, rate, and review The Strategy Hour Podcast on iTunes. Ratings and reviews are extremely helpful and greatly appreciated. For show notes, go to thestrategyhour.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Business Credit and Financing Show
George Csahiouni How to Optimize Your Business with Point-of-Sale Systems

The Business Credit and Financing Show

Play Episode Listen Later May 1, 2024 30:41 Transcription Available


George Csahiouni is a finance expert and a successful sales leader who drives revenue through building and maintaining client relationships. He is currently the CEO of Swoop Business Solutions, a company that provides customized payment solutions, technology financing, and business coaching to small and medium-sized businesses. George brings over 23 years of experience in sales to the fintech industry, with a specialized focus on payment processing. As a sales expert and chief revenue lead, he has been instrumental in driving sales and revenue growth for ISOs and various businesses. Based in Chicago, George's core skill set combines deep business acumen with the expertise to coach and build highly effective leadership teams that consistently exceed quotas. During the show we discuss: How George Started Offering Financing for Business Owners How to Accelerate Your Sales Using Outside Financing How to Easily Offer Financing for Your Customers to Sell More How to Tap Into One of the Most Flexible Ways to Finance Your Most Expensive Purchases How to Get Financing Terms of 48 on Your Biggest Purchases How to Get Financing to Get Software and Buy Point-of-Sales Systems How to Let Your Clients Pay Over 4 Years but Get Your Money the Same Week Why Swoop Gets Nearly 90% Approvals and How You Can Be One Why Swoop LOVES Fintech Companies and How They Sell Way More How to Get Financing for You and Your Clients with FICOs as Low as 550 How to Get Approved Through “Common Sense” Lending How You Can Get a Credit Line to Buy the Things You Want to Buy but Struggle to Afford Show resource/s: www.linkedin.com/in/george-c-43277758 https://swoopbusinesssolutions.com/ 877-707-9667, info@swoopfinancing.com   

The Masterful Coach
Blending Early Education and Expert Coaching with Tammie Williams

The Masterful Coach

Play Episode Listen Later Apr 24, 2024 37:35 Transcription Available


In today's episode, host Molly Claire introduces her audience to Tammie Williams, a woman whose resilience and unwavering determination serves as inspiration for coaches everywhere. Through the challenges of single motherhood and the pursuit of six degrees, Williams built a preschool from the ground up, overcame the complexities of running a burgeoning business, and expanded to a second site due to popular demand.Molly talks with Tammie to dissect the critical relationship between exceptional service, continuous education, and adapting to industry changes—key elements that are as indispensable in coaching as they are in any professional field. The discussion offers deep insights into the importance of early childhood development and its correlations with adult coaching techniques.For the full show notes, go to: BLOG LINKKey Points00:00 Tammie is an exceptional coach for parents.06:07 Preschool years crucial for future development and success.09:40 Technology affects children's social and emotional development.13:00 The power of belief17:08 Tammie's journey in starting her business.25:01 Inspirational story encourages listeners to believe in themselves.30:09 Seeking help to transition from preschool to coaching.31:20 Enjoy working with people at different stages.34:50 Knowledge makes choices easy.Connect and ResourcesCreate A Killer ProgramThis interactive, workshop-style, 6 week Masterclass is what the coaches in this episode did. It teaches you:How the right program can fuel your marketing and sales efforts3 key ingredients to effective coaching programsHow to build a program that will set you apart as an expertConnect with Molly ClaireMaster Coach Training 2024 REGISTRATION IS NOW OPEN. mollyclaire.com/master-coach-trainingMasterful Coach Foundations + The 10K Accelerator Method: Designed for mission-centered Life Coaches who are ready to build a profitable and purposeful business? mollyclaire.com/foundations.Be a Better Coach Free Webinar: 4 Fundamentals that Guarantee Results for Your Clients mollyclaire.com/be-better-coach-webinarHave a question or thoughts about the podcast? Don't hesitate to contact Molly at:Instagram | Molly Claire Coaching IGmolly@mollyclaire.comFacebookMolly's book: The Happy Mom Mindset: mollyclaire.com/bookPlease help Molly reach even more like-minded individuals! Simply post a review of the podcast on your favorite platform (or two). It is so appreciated.Apple Podcasts |

Learning Matters
EP 02: Secrets to Securing Repeat Business with Customer Loyalty

Learning Matters

Play Episode Listen Later Apr 16, 2024 54:50 Transcription Available


Join us as we chat with Debbie Wooldridge, CEO and Founder of ttcInnovations, as she shares the key business strategies for building a sustainable learning and development company. Debbie shares her journey of reaching the million-dollar milestone, highlighting challenges in expanding her client base and positioning the company as a partner rather than just an outsourced solution. Emphasizing authenticity, integrity, and continuous improvement, Debbie also discusses strategies for staying motivated and overcoming common entrepreneurial challenges like burnout, alongside tactics for long-term success. She found growth opportunities through programs like Goldman Sachs' 10,000 Small Businesses, gaining new perspectives and ideas for her company. Debbie also talks about launching a new service, Innovators on Demand®, which helps clients find temporary staff augmentation workers when they need them. This program became really important for ttcInnovations and led them to start offering subscription learning services. She also shares the process of acquiring another company, Dash and Thompson, LLC, and how important it is to have a good company culture. Listen in as Debbie shares what's on the horizon for the future of ttcInnovations and Dashe! Resources:Never miss an episode! Subscribe to The Buzz, our bi-weekly newsletter to help you create buzz-worthy learning. https://ttcinnovations.com/newsletter/Tune into Part 1 of Debbie's story: From Corporate Instructional Designer to 6-Figure Freelancer in 1 Year: https://bit.ly/3W57CVPSharpen your instructional design skills with IDOL Academy, the ultimate career accelerator for designers and developers! https://bit.ly/ttcxIDOL Use code “ttc” for 10% off (affiliate link).How to Launch Your Career as an L&D Consultant: https://bit.ly/4azXW9ZHow Learning Leaders Can Create a Learning Culture in Organizations: https://bit.ly/3vShGqi3 Ways to Reinforce Culture & Values in Your Training Curriculum: https://bit.ly/3PZ5s6gTailoring Solutions: Budget-Conscious Learning Alternatives to Propose to Your Clients: https://bit.ly/4cZiWc0–––––––––––––––––At ttcInnovations, we help businesses create lasting change with immersive learning experiences. Through instructional strategy, design, and content development we empower employee confidence, performance, and results.

The Masterful Coach
Unleash Your Inner Potential, An Interview with Career and Life Coach Jenny Larsen

The Masterful Coach

Play Episode Listen Later Apr 10, 2024 27:20


In this inspiring episode of The Masterful Coach, host Molly Claire digs into the heart of what it means to achieve excellence in coaching. With the expertise of guest Jenny Larsen, listeners are provided with invaluable insights into how to elevate their coaching craft to transform lives.Jenny, a well-accomplished career coach with an extensive background in career aptitude testing and life coaching, brings to the table her passion for guiding clients—students and adults alike—toward fulfilling careers. She lays out the significance of specialized training and certifications, illustrating how such expertise can exponentially increase the effectiveness of coaching services offered.Throughout the episode, Molly and Jenny discuss how coaches can offer superior service that not only ensures client satisfaction but also encourages invaluable referrals. They delve into the importance of understanding the complete picture of a client's needs—not just from a career perspective but encompassing emotional and cognitive aspects as well. Jenny shares how her comprehensive approach, including the use of aptitude tests has been transformative for her clients.Listeners are taken through a journey of self-improvement and are shown the rewards of continuous learning. The conversation highlights the synergy between various coaching methods and the science behind aptitude tests. Jenny emphasizes how having a deep-rooted knowledge in these areas can lead to more targeted and personalized coaching.Finally, the episode wraps up with exciting news from Molly about her affordable master coaching intensive—a series that promises to fine-tune basic coaching skills over four master classes.Don't forget, for those eager to discover practical steps to a career you love, or to unlock your unique contribution style, Jenny offers some exciting freebies on her website for you to grab. Dive deep into excellence with us on this episode of The Masterful Coach."Coaching is an art, and with the right tools and a nimble approach, we can create profound shifts for our clients."Connect and ResourcesCreate A Killer ProgramThis interactive, workshop-style, 6 week Masterclass is what the coaches in this episode did. It teaches you:How the right program can fuel your marketing and sales efforts3 key ingredients to effective coaching programsHow to build a program that will set you apart as an expertConnect with Molly ClaireMaster Coach Training 2024 REGISTRATION IS NOW OPEN. mollyclaire.com/master-coach-trainingMasterful Coach Foundations + The 10K Accelerator Method: Designed for mission-centered Life Coaches who are ready to build a profitable and purposeful business? mollyclaire.com/foundations.Be a Better Coach Free Webinar: 4 Fundamentals that Guarantee Results for Your Clients mollyclaire.com/be-better-coach-webinarHave a question or thoughts about the podcast? Don't hesitate to contact Molly at:Instagram | Molly Claire Coaching IG

The Masterful Coach
When your client is stuck: Breathwork: An Interview with Elisa Fucci

The Masterful Coach

Play Episode Listen Later Mar 27, 2024 28:42


In this episode of The Masterful Coach, host Molly Claire interviews Elisa Fucci, a relationship life coach and breathwork facilitator. They discuss the power and impact of breathwork in coaching, sharing personal experiences and success stories from their clients. Molly emphasizes the importance of expanding coaching skills and understanding different points of entry for clients. Elisa details her breathwork approach and how it targets emotional and physical healing. She also highlights the transformative power of breathwork and invites listeners to connect with her. This episode offers valuable insights for coaches looking to master their coaching skills and deepen their impact on their clients' lives.For the full show notes, go to: BLOG LINKKey Points00:36 Introduction01:20 Master Coach Training and Free ‘Be A Better Coach' Webinar03:50 Introducing Elisa Fucci07:42 Elisa's Beginning With Breathwork and the Impact It Has On Coaching11:44 The Benefit of Exposing Your Clients to Different Healing Modalities16:51 Results That Elisa and Her Clients Have Experienced From Breathwork and Detox Breathwork Explained22:07 Different Areas You Can Heal Using Breathwork25:12 Wrap UpConnect and ResourcesCreate A Killer Program This interactive, workshop-style, 6 week Masterclass is what the coaches in this episode did. It teaches you:How the right program can fuel your marketing and sales efforts3 key ingredients to effective coaching programsHow to build a program that will set you apart as an expertMaster Coach Training 2024 REGISTRATION IS NOW OPEN. mollyclaire.com/master-coach-trainingMasterful Coach Foundations + The 10K Accelerator Method: Designed for mission-centered Life Coaches who are ready to build a profitable and purposeful business? mollyclaire.com/foundations.Be a Better Coach Free Webinar: 4 Fundamentals that Guarantee Results for Your Clients https://www.mollyclaire.com/be-better-coach-webinarHave a question or thoughts about the podcast? Don't hesitate to contact Molly at:Instagram | Molly Claire Coaching IGmolly@mollyclaire.comFacebookMolly's book: The Happy Mom Mindset: mollyclaire.com/bookPlease help Molly reach even more like-minded individuals! Simply post a review of the podcast on your favorite platform (or two). It is so appreciated.Apple Podcasts | Google Podcasts | Spotify |

Earmark Accounting Podcast | Earn Free CPE
How Expat Clients Can Legally Slash Their Tax Bill

Earmark Accounting Podcast | Earn Free CPE

Play Episode Listen Later Mar 22, 2024 54:53


Do you have clients living or working abroad who could save big on their taxes? In this episode, expat tax specialist Vincenzo Villamena outlines creative strategies US citizens overseas can use to legally reduce their tax burden. Learn how your expat clients can exclude $120,000 in foreign earned income, set up offshore corporate structures to cut their tax rate in half, eliminate 15% self-employment tax, and more.SponsorShareFile - https://earmarkcpe.promo/sharefileChapters(00:50) - Welcome Vincenzo to the Show (01:50) - Exploring Expat Taxation with Vincenzo Villamena (03:27) - Vincenzo's Journey from Corporate America to Entrepreneurship Outside of the US (09:53) - The Remote Work Revolution and Its Impact (12:36) - Navigating the Complex World of Expat Taxes (13:00) - Where are Most of Your Clients? (15:05) - Strategies for Expats to Optimize Taxes (24:10) - Understanding Corporate Structures and Tax Deferral (24:20) - The Good, the Bad, and the Planning of Tax Strategies (28:18) - What Work Do We Have to Do to Get These Benefits? (30:23) - Comprehensive Service Offerings: From Setup to Compliance (31:57) - How Do You Charge For Your Services? (33:12) - The Exponential Savings of Offshore Structuring (35:36) - Exploring the Vibrant Culture of Carnival in Brazil (37:22) - Building a Strong Remote Team Culture (41:57) - Leveraging Technology for Remote Collaboration (45:04) - A Day in the Life of an Expat Entrepreneur (50:38) - The Transformative Experience of Living Abroad (53:23) - Wrapping Up: Insights from an Expat Tax Expert Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Vincenzo VillamenaWebsite: https://onlinetaxman.com/Website: https://globalexpatadvisors.com/LinkedIn: https://www.linkedin.com/company/online-taxman/Twitter: Guest TwitterFacebook: https://www.facebook.com/OnlineTaxman?mibextid=LQQJ4dInstagram: https://instagram.com/onlinetaxman?igshid=OGQ5ZDc2ODk2ZA%3D%3D&utm_source=qrConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Profits + Prosecco: The Podcast
171. The Best Way to Get Bookkeeping Clients

Profits + Prosecco: The Podcast

Play Episode Listen Later Mar 18, 2024 25:35


I have been asked this question over and over and over again… “What is the best way to get new bookkeeping clients?” And every time, I have given the same answer: “The best marketing strategy is being REALLY good at what you do.” I continue to stand by this answer. However, this strategy only works with these three caveats: YOU know that you're really good at what you do. Your clients CPAs know that you're really good at what you do. Your CLIENTS know that you're really good at what you do. If you're really good at what you do, but you lack the confidence to prove that to others…you won't experience the same natural influx of new clients that you would otherwise. So the real question is…how do you show other people (including yourself!) that you're good at what you do? Luckily, I also have the real answer…   EPISODE RESOURCES: Don't wait—join BABs now to lock in the best price: https://www.katieferro.com/become  Get the End-of-Year Workshop to give the best quality reports to your clients…AND impress their CPAs: https://www.katieferro.com/offers/6zgz8fUD/checkout  Sign up for a Tech Talks membership to get access to LIVE monthly 90-minute conversations about technical questions related to bookkeeping and bookkeeping software: https://www.katieferro.com/tech-talks   CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email  

Profits with Pajak
You Gotta Be Bananas to Just Mow Lawns: Cultivating Deeper Roots with Your Clients. Ep. #165

Profits with Pajak

Play Episode Listen Later Mar 8, 2024 38:37


In "You Gotta Be Bananas to Just Mow Lawns: Cultivating Deeper Roots with Your Clients," host John Pajak peels back the layers of the lawn care business to reveal the richer, more nourishing soil beneath. This episode of Profits with Pajak isn't just about the greenery; it's about growing deep, meaningful connections with your clients and transforming your service into an indispensable part of their lives. Through discussions on understanding client needs, educating them beyond the basics, and expanding your offerings, John illustrates how lawn care professionals can evolve from simple service providers to trusted advisors and caretakers of their client's green spaces. Tune in to discover how to cultivate not just lawns, but a thriving, client-focused business. Comments and Questions are welcome.  Send to ProfitswithPajak@gmail.com Episode Links: Apple Podcast Listeners- Copy and paste the links below into your browser. Upcoming Events: October 14-15, 2024 Louisville, Kentucky LCR SUMMIT- Business Transformation in 2 days!    https://www.lcrsummit.com October 16-18, 2024 Louisville, Kentucky Equip Expo Get discounted tickets using promo code PAJAK  https://www.equipexposition.com/  Training and Courses Budgets, Breakevens, and Bottom Lines™ Workshop The System is designed to help you avoid common failures and achieve your business' financial goals. https://www.johnpajak.com/offers/qvgvV8m3/checkout  Yardbook Training Workshops Learn to use Yardbook like a pro to streamline your business and make more money! https://www.johnpajak.com/offers/aJ9YX7aB/checkout Show Partners: Yardbook Simplify your business and be more profitable.  Please visit www.Yardbook.com  Get 30 days of Premium Business level of Yardbook for FREE with promo code PAJAK   Green Frog Web Design Get your first month for only $1 when you use code, PAJAK , and have your website LIVE in 3 weeks from projected start date or it's FREE for a year. https://www.greenfrogwebdesign.com/johnpajak   Mr. Producer- click the link to connect with the best podcast producer in the biz! https://www.instagram.com/mrproducerusa/

Brand Your Way to A Million
EP 95 - What You Need to Build A Six Figure Brand As A Coach or Service Provider

Brand Your Way to A Million

Play Episode Listen Later Mar 7, 2024 21:54


In this episode, Jasmine discusses the importance of building a brand foundation and understanding your brand archetype in order to build a successful six-figure brand as a service-based business owner. She emphasizes the difference between growing a business and growing a brand, and how a strong brand foundation can set you up for long-term success. Jasmine introduces the concept of brand archetypes and explains how they can help you position yourself as an expert and attract clients consistently. She also highlights the importance of leveraging your archetype to make a big impact and sign high-paying clients.     Takeaways Building a brand foundation is essential for long-term success and scalability. Understanding your brand archetype can help you position yourself as an expert and attract clients consistently. Leveraging your brand archetype can help you make a big impact and sign high-paying clients. Mastering the skill of attracting cold leads is crucial for building a six-figure brand.   Learn how to build a strong brand and sign your next 5 highest paying clients. Join our upcoming Brand Revenue Lab webinar. Join today: www.highflierpowerhouse.com/webinar Want to never have to touch Canva again and get sales and marketing assets designed for you? Design on Demand is our monthly retainer that elevates the way your brand is being presented online. From social media graphics, to workbooks to launch assets, you can delegate any design task you need. Become a retainer client here: https://highflierpowerhouse.com/retainer Looking to make an extra $100K with your next rebrand and have your visuals completely overhauled and rebranded for you? Learn more: https://highflierpowerhouse.com/rebrand-experience   Chapters 00:00 Building a Brand vs Growing a Business 01:27 The Importance of a Strong Brand Foundation 05:19 Avoiding Undercharging and Maintaining Self-Respect 06:19 Understanding Your Brand Archetype 07:21 The Five Brand Archetypes 09:48 Implementing Your Brand Archetype 18:08 Using Your Archetype to Sign Clients Consistently 20:30 Making a Big Deal Out of Your Clients 21:13 Positioning Your Brand as an Expert 23:38 Implementing Your Archetype in Selling and Marketing 25:32 Assessing Your Brand Archetype Implementation 28:19 The Importance of Brand Foundation and Archetype 29:46 Mastering the Skill of Attracting Cold Leads

Agency Life
The 3 Client Communication Risks (& How to Avoid Them) w/ Susan Fennema

Agency Life

Play Episode Listen Later Mar 7, 2024 38:05


It can be terrifying to allow your clients to “see how the sausage is made,” and this is one of the main concerns related to handling client communications within your project management or professional service automation software.While there are benefits to streamlining your client communications and inviting them into the system that runs your agency–benefits like visibility, client perception & efficiency–each of those benefits comes with some pretty intimidating risks.What if internal communication accidentally goes to a client?What if we give clients “too much visibility?In today's conversation with Susan Fennema, CEO at Beyond the Chaos (an operations consulting firm that helps service-based businesses bring order to the chaos), she answers those questions and also shares:The 3 primary risks to client communications within the software where you manage client workHow to mitigate those risks through a few key communication strategiesTactical tips for making your team more efficient without making it harder on your clients (hint: it has to do with a few specific integrations you can leverage)Resources Mentioned in This Episode:Connect with Susan on LinkedInAn Agency's Guide to Measuring And Improving Billable Utilization (Ebook)3 Steps to Avoid Furious Clients w/ Jackie HermesHow This Agency Reduced Churn by 50% (with AI's Help) w/ Erik HubermanHow to Talk to Your Clients about Money (Blog)Want to watch the video version of the podcast on YouTube?Check it out here: Agency Life Podcast on YouTubeWant to get more content to support your agency life? Subscribe to the Agency Life newsletter, check out past episodes & find more content at teamwork.com/agencylife. This podcast is brought to you by Teamwork.com.

Agent Survival Guide Podcast
Keys to Client Retention: Digital Communication

Agent Survival Guide Podcast

Play Episode Listen Later Feb 20, 2024 12:36


  Carry your business into modern times by utilizing digital communications to the fullest. Learn how you can create quality interactions via email, phone, and social media.   Read the text version   Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.   Follow Us on Social!   Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance   Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/    Resources: 5 Basic Care Tips for Your Electronic Devices: https://link.chtbl.com/ASG484 8 Relationship Marketing Strategies for Insurance Agents featuring ReminderMedia's Luke Acree and Andrew Saksa: https://link.chtbl.com/ASG448 Agent Apps | How AI Chat Bots Can Assist with Marketing & Social Media: https://link.chtbl.com/ASGA20230809 Agent Apps | Free Video Conferencing Apps: https://link.chtbl.com/ASGA20230906 Building Client Loyalty: More Than Just a Plan: https://link.chtbl.com/ASG496 Cybersecurity Best Practices for Insurance Agents: https://link.chtbl.com/ASG515 Digital Marketing for Insurance Agents: Our Top Tips to Boost Business: https://ritterim.com/blog/digital-marketing-for-insurance-agents-our-top-tips-to-boost-business/ Do You Have What It Takes to Be a Great Insurance Agent? https://link.chtbl.com/ASG326 Empowering Agents Through Technology ft. Aaron Kassover: https://link.chtbl.com/ASG458 How Client Retention Boosts Your Insurance Sales: https://link.chtbl.com/ASG305 Ritter Can Help You Stay in Touch with Your Clients: https://link.chtbl.com/ASG488 Social Media Marketing for Insurance Agents FREE eBook download: https://ritterim.com/social-media-ebook/ Why Being a Likeable Agent is Good for Your Business: https://link.chtbl.com/ASG433   References: 5 Reasons Why Multitasking Makes You Less Productive: https://www.yourdigitalresource.com/post/youre-less-productive-when-youre-multitasking 11 Free Email Hacks to Step Up Your Productivity: https://blog.hubspot.com/marketing/email-hacks-productivity 80 Customer Service Statistics: 8 Lessons to Fuel Growth in 2020 and Beyond: https://www.groovehq.com/customer-service-statistics Behind the Sciences: How to Write A Professional Email Fast: https://www.yesware.com/blog/how-to-write-a-professional-email/ Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V Share of those 65 and older who are tech users has grown in the past decade: https://www.pewresearch.org/short-reads/2022/01/13/share-of-those-65-and-older-who-are-tech-users-has-grown-in-the-past-decade/ Six Telephone Communication Skills Tips for Customer Service: https://www.skillsyouneed.com/rhubarb/customer-service-telephone-skills.html The Science Behind Answering the Phone with a Smile: https://www.smiledog.io/smiling-on-phone/

The Coach Approach Ministries Podcast
399 Digital Magic: Unveiling the Secrets to Coaching Success

The Coach Approach Ministries Podcast

Play Episode Listen Later Feb 8, 2024 24:04


In this lively podcast episode, Brian Miller, the executive director of Coach Approach Ministries (CAM), teams up with Ray Mitchell, founder of Made For You Media. Together they discuss the challenges coaches face in digital marketing, debunking the myth that a website alone can summon clients. The key takeaways include: 1. Know Your Story: Brian & Ray urge coaches to master the art of storytelling. Emphasizing the importance of coaches understanding and articulating their unique stories to effectively communicate their value. 2. Your Clients are Just Like You: Highlighting the need to tailor communication to clients' needs, speaking plainly, and avoiding confusing industry jargon. 3. Be Yourself as a Coach: Stressing the intimate nature of coaching and the importance of clients feeling comfortable and trusting their coaches. Ray suggests using tools like Zoom to create videos that showcase the coach's personality. The episode wraps up with a teaser about Ray's book, "Magical Websites for Coaches," offering guidance on building effective websites. The podcast aims to support coaches in navigating digital marketing challenges and building successful coaching practices. You can contact Ray at ray@madeforyoumedia.com.   FOLLOW US: LinkedIn:http://www.linkedin.com/company/coach-approach-ministries Facebook: https://www.facebook.com/coach.approach.ministries Youtube: https://www.youtube.com/@coachapproachministries7538 Website: www.coachapproachministries.org

The Retirement Wisdom Podcast
Can You Make Retiring Easy? Gary Poier

The Retirement Wisdom Podcast

Play Episode Listen Later Dec 21, 2023 19:14


Planning to retire? Check Out Our Best Books About Retirement ____________________________ Retirement is one of life's most challenging transitions. But can it be made easy? Gary Poier thinks so. He's the author of Make Retiring Easy: How to Create the Best Retirement Life for Your Clients. He joins us to explain how. ____________________________ Make 2024 a Great Year! Build the Right Habits – Fast Start program - Starts January 5th - 3 One Hour sessions Design Your New Life in Retirement – 6 sessions over 12 weeks – starts January 25th Take the first step. Sign up today! ________________________ Podcast Episodes You May Like Retire Happy – Dr. Catherine Sanderson Why Retirement is About Much More Than Money – Ted Kaufman & Bruce Hiland When Will You Flip the Switch? – Dr. Barbara O'Neill What Are The Keys To A Successful Retirement? Fritz Gilbert _______________________ Bio Gary Poier is the author of Make Retiring Easy: How to Create the Best Retirement Life for Your Clients. As a financial planner, Gary approached retirement planning from the financial perspective.  However, he often found that many of his clients were unable to tell him what they wanted to do with their lives in retirement.  He believes that, as a trusted advisor, your financial advisor should want to help you figure out how to make your retirement all you want it to be and be the best time of your life. To do so requires thinking about retirement from as many different perspectives as you can so that you are able to uncover the potential retirement is offering. Make Retiring Easy lays out a system for looking at retirement from 30 different perspectives. Gary was an Investment and Retirement Planner with RBC Wealth Management. In April 2013, Gary left the financial services industry to create his second act - Aspire Personal Achievement Inc. _______________________ For More on Gary Poier Make Retiring Easy: How to Create the Best Retirement Life for Your Clients _________________________ Retire Smarter. Don't Miss An Episode Follow on Apple Podcasts or Subscribe: Google Podcasts | Spotify | iHeartRadio  | TuneIn | RSS ___________________________ Wise Quotes  On Retirement "How do you want your relationships to grow and evolve over the course of your life? Because the relationship you have with your own children or your own parents or grandchildren, it's going to change as you age. And then how do you want your lifestyle to change and evolve over time? Because as I mentioned with my parents, they couldn't do later in life what they could do earlier in life. So you have to be aware. You have to be aware that your lifestyle is going to change and how it's going to change." _____________________________ About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of The Multipurpose Retirement.™ A meaningful retirement doesn't just happen.  It takes more than a vision. It takes imagination and practical ideas you can test and refine. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. _________ About Your Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are makin...

Seven Figure Agency Podcast with Josh Nelson
Harnessing the Power of Marketing Automation

Seven Figure Agency Podcast with Josh Nelson

Play Episode Listen Later Dec 18, 2023


As a seasoned digital marketing agency, we've journeyed from focusing solely on lead generation to embracing the full spectrum of digital marketing. But one aspect that has significantly propelled our success is mastering marketing automation. In our latest video, we delve deep into how marketing automation can be a pivotal tool for client retention, [...] The post Harnessing the Power of Marketing Automation appeared first on Seven Figure Agency.

How'd It Happen Podcast
Kyle Gray - The One Clear Path

How'd It Happen Podcast

Play Episode Listen Later Dec 11, 2023 63:22


What if you're unknowingly sabotaging your business by being too smart? In this guest episode, Mike sat down with the master of storytelling and connection, Kyle Gray, to dissect and discover the art of relating to your audience. You will journey through Kyle's life, from his passion for music, to his adventures in travel, and how these experiences shaped his gift for engaging storytelling.This chat with Kyle revealed the potent dangers of losing sight of your audience's needs and concerns, even while being an expert in your field. Kyle uses a real-life example from one of his clients to illustrate the importance of focusing on your audience's needs rather than just showing off your own expertise. Kyle delves into the concept of empathy and resonating with your audience, and the surprising impact of something as simple as the language you choose to use.Kyle and Mike round off this enlightening conversation with a look at how powerful storytelling can supercharge communication and teaching. Kyle shares his unique method of retelling a person's story, a skill particularly handy for entrepreneurs and 'quick start' individuals. You'll hear how this unique technique helped a health and wellness coach reshape her perspective and craft an irresistible story. You'll find inspiration and motivation from this episode with Kyle, and the hope is that it inspires you to tap into the power of storytelling. Your audience is waiting to connect with you!Key highlights:Success and the Power of StorytellingBeing Too Smart for Your Clients' GoodMastering Storytelling and Overcoming BarriersCrafting a Powerful Signature TalkOrigin Story and Three Teaching PointsThe Power of Purposeful StorytellingEpisode resources:Check out Mike on Kyle's podcast: Episode 245 of The Story EngineConnect with Kyle Gray:Website: thestoryengine.co |Instagram: @heykylegrayLinkedIn: Kyle GrayPodcast: The Story EngineTo Connect with Mike: Website LinkedIn Instagram Twitter YouTube Coaching Get Mike's book: Owner Shift Please LIKE

The Big Truth Podcast
#111 - Brandon Joe Williams : Author / Lawyer / Unplugging from the Matrix

The Big Truth Podcast

Play Episode Listen Later Nov 22, 2023 140:34


In this episode Truth talks with Brandon Joe Williams. Brandon is a State National of California, author, Common Law lawyer, and founder of The Amnesty Coalition, a group that aims to address the “slave state” framework that is created by webs of legal contracts and documents like birth certificates, social security cards, and the US citizen fraud system. After a successful career in sales and marketing, Brandon is now devoting his full time work to research and experimentation in becoming a State National and writing his third book on martyrdom and escapism. He is also the author of Don't Be a Slave to Your Clients and Love is a Battery.   The two discuss the US corporate entity, the difference between a U.S. Citizen vs. United States of America Citizen (and How It Affects Your Basic Rights), How to LEGALLY disconnect from the United States (AKA - the Matrix) and stop paying taxes, true freedom, and more!    MAKE SURE YOU HAVE A PEN AND PAPER READY WHEN YOU LISTEN TO THIS ONE!   For more info: IG: @one_stupid_fuck WEB:  http://www.onestupidfuck.com   Special Audience Giveaway: www.onestupidfuck.com/state-national-theory Free Course: https://onestupidfuck.com/contractkillercourse    As always, please hit the subscribe button if you like and support what we do! You'll get early access to new episodes! Also please leave a review!   Follow us on IG: @bigtruth TikTok: @bigtruthpodcast YouTube: @thebigtruthpodcast   For feedback, questions, sponsorship info contact: bigtruthpodcast@gmail.com For more info: http://www.bigtruthpodcast.com To support the show: http://www.patreon.com/bigtruth    The Big Truth Podcast is proudly sponsored by: - Choppahead Kustom Cycles (IG: @choppahead / www.choppahead.com) - Omerta (IG: @omertamia / www.omertamia.com) - use code: BIGTRUTH at checkout for 20% off your order! - Heavy (IG: @heavyclothing / www.heavy.bigcartel.com)

Kingdom Builders Academy Podcast
How to Guarantee Client Results, Retention, and Referrals

Kingdom Builders Academy Podcast

Play Episode Listen Later Nov 1, 2023 23:21


Getting clients is one thing but keeping them long term is quite another. How can you ensure that your clients get phenomenal results, continue to retain your services and even refer their friends? This is essential to growing a strong business and it also was the subject of our very episode. Your hosts Tamara, Zack and Jillian discuss how to get clients results through engagement, accountability and community. They share how clarity, commitment, consistency and content are the keys to success. You'll also discover the importance of connecting with your clients and how to effortlessly generate referrals through exceptional experience and amazing outcomes!Make sure you tune into this episode, as you'll learn proven strategies to deliver phenomenal results for your clients so they continue to retain your services and refer their friends. In This Episode:-The Importance Of Connecting with Your Clients-4 Things Required to Get Great Results-Why Being Personal Creates Retention-The Importance of Overwhelming with Care, Not Content-Why You Should Make Things Easy For Your Clients-Tactics on ReferralsResources: FREE GIFT: NYT BESTSELLER TAMARA LOWE'S BOOK “ON PURPOSE” - https://www.onpurposebook.com/free-ebook46807388Make That Purpose Call! - FREE Purpose Call! - https://www.purposecall.com/nowConnect with The Kingdom Builders: Website - https://www.kingdombuilders.academy/Facebook - https://web.facebook.com/sz.lowe/Facebook Group - https://web.facebook.com/groups/kingdombuildersacademyLinkedIn - https://www.linkedin.com/company/kingdombuildersacademy/YouTube - https://www.youtube.com/@kingdombuildersacademy4771

Stand Out & Grow!
E105 - The Best Social Platform for Business Owners with Kat Ramirez - Marketing Minute

Stand Out & Grow!

Play Episode Listen Later Oct 9, 2023 9:14


What is the BEST Social Media Platform for MY Business? Have you ever asked your Marketing Team this? Marketing Minute With Katherine (Kat)

Barbell Logic
PRs Matter & Measure Progress Toward Client Goals - Coaching Success - #481

Barbell Logic

Play Episode Listen Later Sep 8, 2023 19:37


PRs measure progress toward your clients' goals - so you need to track & celebrate your clients' PRs, because PRs matter. PRs Measure Progress Toward Your Clients' Goals PRs matter. Consistency underlies success. PRs pave the road to your clients accomplishing their goals. Why? They provide dopamine hits that encourage continued work toward building habits that move lifters toward their goals. Early on, PRs tend to be easy - easy to track, celebrate, and establish. The lifter's squat increases, the athlete can do more push-ups, the runner can run their mile faster, or the client's waist has shrunk. Over time, establishing PRs becomes more difficult, as the PRs are not so clear. Ensure PRs Connect to Your Clients' Goals PRs measure progress toward your clients' goals. Your clients' goals change over time, so you must ensure the PRs you're tracking and celebrating actually matter to your client. If you continue to push the client's deadlift 1RM, but she wants to lose weight, you're missing the point. PRs may track: consistency healthy habits (sleep, water, steps) nutrition (macros, protein, drinks of alcohol, number of meals prepped) strength (different rep maxes, tonnage, PRs for different lifts) hypertrophy (leanness, size of muscles) You should know your clients' goals. PRs measure progress toward your clients' goals, so you should know your clients' PRs that matter and help assess movement toward their goals. This podcast is brought to you by TurnKey Coach. Enhance your coaching effectiveness and efficiency with TurnKey Coach. You can learn more by going HERE. Check out Coaching 101 - the new Academy course designed to cover the basics of coaching. It's leaner and tighter than our other offerings (and cheaper). Check out the Barbell Logic podcast landing page.   Get Matched with a Professional Strength Coach today for FREE! No contract with us, just commitment to yourself: Start experiencing strength now: https://store.barbell-logic.com/match/ Connect with the hosts Matt on Instagram Niki on Instagram Andrew on Instagram Connect with the show Barbell Logic on Instagram Podcast Webpage Barbell Logic on Facebook Or email podcast@barbell-logic.com