What really goes into a Client Experience? This show takes a closer look at client experiences and the different elements we use to help enhance and produce REAL transformation. Client Experiences are more than just a 'transaction', they can be a space and vehicle which allows people to make amazing quantum shifts in perspective, which ultimately leads to REAL change going forward. In shining a light on how client experiences look, we illustrate how self-care looks for our businesses. On thi ...
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Client Experience Podcasts
Planning & Beyond® transforms how financial advisors approach client relationships by bridging psychological insights with practical planning strategies. Hosted by Ashley Quamme, a licensed therapist and financial behavior specialist, each episode delivers actionable techniques you can implement in your next client meeting. Unlike traditional financial planning podcasts that focus primarily on technical aspects, Planning & Beyond® explores the behavioral and psychological elements that shape ...
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Systems Rehab | Client Experience Systems for Service Providers
Kenniqua Lewter - Client Experience Systems Strategist
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You’re incredible at what you do. Clients rave about your work. But behind the scenes? That’s where things get messy. Onboarding feels clunky, communication slips through the cracks, retention isn’t where it could be, and your systems don’t fully support the experience you want your clients to have. Welcome to Systems Rehab, the podcast where we fix the messy back end and transform it into a streamlined, revenue-driving, retention-boosting client experience. Hosted by Client Experience Syste ...
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Welcome to The Intangible Brand, where we explore the connection between employee experience and client experience, and the hidden forces that make brands stick. Each episode offers practical insights and inspiration for building a brand people are proud to work for — and eager to work with. The Intangible Brand is brought to you by Cline and TOKY. Say [email protected]
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Welcome to The Delighted Customers Podcast — your go-to resource for practical insights and thought leadership in leadership, change management, and customer experience. Ranked among Apple's Top 20 in U.S. Management and featured in Forbes, we deliver expert tips and inspiring stories to help you lead with impact and drive meaningful change.
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Every business has Trust Leaks™ — small, hidden breaks in communication, process, or delivery that quietly erode confidence, stall sales, and undermine client experience. As a Business Strategist, Trust Architect, and founder of The Martini Way, Sandra Martini pulls back the curtain on the everyday leaks that cost entrepreneurs revenue, retention, and referrals. In each short, actionable episode, Sandra shares real-world examples, practical fixes, and systems you can implement immediately to ...
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This podcast is for you if you are managing day to day client relationships in a creative agency. The aim of the podcast is to share insights and tips to help you add more value to the client's business, strengthen your relationships with your clients, develop your skills in account management and grow your agency's business.
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Competitive CX | Conversations for Financial Services Professionals Tackling Client Experience Challenges
Melanie Aimer, Adam Grainger, Hamish Taylor
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Welcome to Competitive CX, the podcast that dives deep into client experience in the financial services industry. Hosts Melanie Aimer, Adam Grainger, and Hamish Taylor guide listeners through the critical role of client experience (CX) and share insights on navigating its challenges and opportunities. With over 20 years of experience, Melanie Aimer champions client experience across capital markets, asset management, private banking, and wealth management. Adam Grainger, from his organizatio ...
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Exploring the Mindsets, Tactics, and Strategies to help you to build and maintain wealth.
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A half hour interview show featuring innovative leaders who cultivate a culture of giving, belonging and thriving together. In each episode, we’ll explore how generosity at work impacts the bottom line and address cultural dynamics, team behavior and peer relationships.
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Everyone has aspirations. Often, we see them as experiences for some time down the road. But, we say, “Why wait?” Welcome to Bucket List-ening, brought to you by First Horizon Bank, where we talk to clients who have found a way – every day – to live their Bucket Life. Join our host, renowned human energy expert, Tabitha Scott, as she sits down with people from all walks of life to learn how their passions, insights and persistence have helped them turn their bucket list into a beautiful life ...
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Scale and grow your agency with better clients, invested employees, and a stronger bottom line, with Drew McLellan.
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You are unique for a purpose and Christian Business coach and bestselling author Katie Hornor leads you to leverage it through your business to change the world. She believe your message matters, entrepreneurship is a calling, the marketplace is a modern day mission field, and doing business with God can be an act of worship. With unique marketing nuggets and intriguing guest interviews interspersed with Katie's practical content on how to grow your business without compromising your faith, ...
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The How of Business - how to start, run, grow and exit a small business - is a weekly show for aspiring Entrepreneurs and existing Small Business Owners. If you are looking for actionable advice, tips and techniques on how to start (including launching or buying your first small business), run, grow, and exit your small business, this is the podcast for you! In each episode we either discuss a business topic, or interview an existing small business owner or business service provider. The How ...
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Join Lisa and Kirsty, two seasoned Virtual Assistants, as they spill the tea on all things VA life—minus the corporate jargon and boring fluff! Whether you're a newbie VA looking for guidance, a pro searching for fresh tips, or just curious about what happens behind the scenes in the world of virtual assistance, this is the place to be. Expect real talk, expert advice, and plenty of laughs as we navigate the highs, lows, and everything in between of running a successful VA business. From tec ...
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Kristian Finfrock has been on the air for more than ten years as your source for all things retirement. Kristian covers everything from how current events could affect your savings, to strategies to maximize your retirement income, and everything in between. Investment advisory services offered through Retirement Income Strategies, an SEC registered investment advisor. Firm may not give tax advice.
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Managing Your Practice is dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. Dimensional Fund Advisors delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We help advisors leverage those insights when making the critical business decisions successful firms face every day. The information is provided in good faith without any warra ...
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Owning every choice in your business is not for the faint of heart. Each Monday, join Michele Williams, strategic profitability coach for the interior design industry as she interviews guests who are taking control of their business one decision at a time to increase their profits. If you are an entrepreneur who wants to make money while working in your passion, this is the podcast for you.
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Insights into the world of professional services marketing, presented by Frank Lippert and Deirdre Gilmore. The professional services industry is an increasingly competitive one – your firm needs to stand out from the pack, so a marketing strategy can no longer be an afterthought.
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A weekly educational podcast from the founder of The Financial Coach Academy®, Kelsa Dickey, that will teach you how to create and grow a profitable financial coaching business that you LOVE and are proud of. At The Financial Coach Academy®, we are passionate about helping you create the business of YOUR dreams – whether that’s a side hustle, part time gig, or 6+ figure company. Get ready to elevate your success!!
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The Unstoppable Real Estate Agents Podcast was created for agents no matter where they are in their business. Our goal is to provide real estate agents with systems and strategies that will get you organized, create solutions for your business to run on auto-pilot as well as discuss innovative business techniques that will move you to the next level in your real estate business. Think like an entrepreneur so you become the authority in your community!
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Industry insights from Fenergo, a leading provider of client life-cycle management.
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This weekly podcast shines a light on the human side of the tech industry, with an emphasis on mental health, perseverance, creativity, successes, and failures. It goes beyond the flashy funding and acquisition announcements and explores the entrepreneurs, innovators, and leaders behind the scenes who make it all happen—what they’ve experienced, what they’ve overcome, and most importantly, what they’ve learned. Humans of SaaS in its first season was called NPS I Love You and quickly became t ...
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You know what you’re doing behind the camera, but when it comes to the business side? That’s a different story. Most advice out there feels basic, leaving you stuck with “quick fixes” that don’t work when you’re balancing years of experience and a chronic illness. Hosted by systems strategist and photographer Sandra Henderson, Keeping It Candid is your go-to for simple, sustainable solutions to keep your wedding photography business thriving. From workflows to automation and client communica ...
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Inside business and growth secrets from some of the top wedding industry professionals that are crushing the wedding industry. Milton Lawrence Jr. reveals the wedding and event industries best business practices for connecting with brides and booking more weddings. The Wedding Safari is designed for both aspiring and seasoned wedding professionals looking to grow their wedding brands while attracting their perfect client. The Wedding Safari podcast closes the gap from good to great, broke to ...
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Helping stylists reach their full potential by sharing unfiltered stories from industry artists & leaders. The stories you are about to hear are from real people that have conquered fear, failure, and risked it all to reach their desired level of success. Nina, a former salon owner/stylist turned business coach and speaker. And J, salon owner/stylist and educator, have created this platform to allow you to dig deep, help you move past your insecurities, conquer your fears, and become the abs ...
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Architect Mark R. LePage explores the business of architecture, firm leadership and the everyday life of an architect. From Gābl Media, EntreArchitect Podcast features weekly interviews with inspiring, passionate people who share their knowledge and expertise... all to help you build a better business as a small firm entrepreneur architect. Proven business strategies for architects, including financial management, profit, marketing, sales, productivity, and planning.
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BizTech Superhero: the podcast that empowers you to unleash the technology superpowers within your business! Hosted by business technology expert Joshua McNary, each episode features short, insightful interviews with business leaders, industry experts, and thought leaders, delivering actionable information you can implement right away. Listen we dive into the latest tech trends, tools, and strategies to help small and medium-sized businesses thrive in today’s digital landscape. Whether you'r ...
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You deserve referrals naturally… without manipulating, incentivizing or even asking. Join Stacey Brown Randall every week on the Roadmap to Referrals podcast where she shows you how to grow your business by referrals so you can stay in your expert space (attorney, financial advisor, realtor, consultant, coach, interior designer, etc.) AND leave behind the worry of being seen as the "always hustling salesperson." If you need a direct and practical roadmap to follow to generate referrals natur ...
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The AICA Orthopedics Podcast brings together leaders in the personal injury community - attorneys and healthcare experts - for candid conversations about law and patient/client care. Designed to share practical insights and engaging stories, each episode explores how to achieve better outcomes for injury victims. "This content is for informational purposes only and does not constitute legal or medical advice."
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Get more referrals with the Referrals Podcast! Thought Leader, Best-selling Author, Referral Master, and Host Michael J. Maher brings you the best advice and insights on growing your business by referral and shows you how to take your repeat business and referrals to the next level. The Referrals Podcast is a weekly show where Michael J. Maher, author of (7L) The Seven Levels of Communication, interviews a top producing Realtor, lender, or small business owner about how they are implementing ...
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Imagine that 68% of our clients leave because they feel we don’t care. Then visualize having authentic heart-based retention strategies, proven to minimize client losses, while organically generating a substantial number of loyal clients through referrals. Catch a glimpse of how Janice opens a conversation by applying her fine-tuned curiosity. Notice how genuinely interested she is in building a relationship with her guests – heart-based business owners and entrepreneurs. In mere minutes, gu ...
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Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
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Do Good Work is not a label but a way of living. It is the constant and diligent effort to achieve a new level of excellence in one’s own life. It is the hidden inner beauty behind the struggle to achieve excellence. It is not perfect but imperfect. It is the effort, discipline and focus that often goes unnoticed. The goal of this podcast is to highlight that drive. The guests I have on this show emulate this drive in their own special way. You’ll be able to apply new ideas into your own lif ...
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P.Speakers, a leading global speaker agency, offers access to highly experienced customer service speakers in Ireland who help businesses transform their client interactions and deliver exceptional service. These speakers bring decades of industry knowledge, practical strategies, and inspiring insights tailored to diverse audiences, from corporate teams to industry conferences. The experts represented by P.Speakers have worked with top Irish and international organizations to improve custome ...
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Learn from Leaders (Chick-fil-a, The Ritz-Carlton, Crumbl Cookies, Zappos, Google, and Disney), best-selling authors (Matt Dixon, Laura Gassner Otting, Kindra Hall, Joey Coleman), and other fascinating people like Hostage Negotiators, Authors, Scientists, TEDX Speakers, and Researchers. Each episode features topics like Customer Experience, Employee Experience, Customer Journey, Customer Service, Employee Experience, Contact Center, Culture, Personalization, Storytelling, and more. The host ...
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Welcome to The Wealthy and Well-Known Podcast — hosted by Rory Vaden and AJ Vaden, co-founders of Brand Builders Group. This is the show for mission-driven messengers who want to build reputation and revenue at the same time. Whether you're launching a book, scaling a business, or trying to become a recognized expert in your space, you'll learn how to craft a Monetized Personal Brand™ that drives massive impact. Each episode features real coaching, case studies from our 1-on-1 clients, and i ...
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Welcome to Ethical-ish, a podcast for lawyers and legal consumers. We are pulling back the curtain on what makes a modern law firm ethical (or not!) Whether you’re the average American interested in practical takeaways on what to look for in a law firm that will prioritize you, or an attorney searching for the latest guidance on legal ethics, Ethical-ish is your go-to resource. Here, you’ll find leading legal minds offering insights, stories, and frank discussions about transparency and inte ...
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Growing a business’ net profits can be an overwhelming task when the business owner tries to do it all on their own. That is why The Net Profit Podcast with Ryan Kimler is here! Ryan will interview financial experts and business owners to help share the nuggets of wisdom one episode at a time. If you are a business owner working to grow your company’s net profits, then this is the podcast for you!
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Are you a solopreneur feeling stretched thin by the demands of your business? Does it seem impossible to manage everything while building a stable, successful income and maintaining a life you love? If you're tired of burnout and ready to reclaim your time, freedom, and sanity, you're in the right place. Welcome to the Simple Systems Podcast – the show for solopreneurs who want to build a more peaceful, profitable business without subscribing to hustle culture. I’m your host, Chevanice, a sy ...
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Todd Whatley is a Certified Elder Law Attorney, practicing attorney and now the Elder Law Coach. His passion is to help attorneys become proficient Elder Law Attorneys. He still practices law with over 22 years of experience with offices in two states. He is the Past President of the National Elder Law Foundation, the ABA accredited certifying organization for the ABA. He LOVES working with new and experienced attorneys to help them have the best job in the world and help a great population. ...
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The At Last Podcast is your live workshop-style guide to growing your wedding business with confidence and ease. Hand-delivering actionable advice through tailored marketing strategies and industry insights, host Aloha Erica brings her years of experience as a certified product marketing manager and globally recognized wedding musician right to your ears. Every week, Aloha Erica is redefining what success means for wedding musicians and vendors—helping you increase financial stability and fe ...
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The British Canoeing Awarding Body Coaching Podcast is an opportunity to explore different topics around coaching with the team and a wide range of expert guests from the paddling community, all with a wealth of knowledge to share.
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Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!
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Expert-driven insights and practical strategies for navigating the future of AI and emerging technologies in business. Led by an ensemble cast of expert interviewers offering in-depth analysis and practical advice to make informed decisions for your enterprise.
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The Speaking Club: Mastering the Art of Public Speaking
Sarah Archer: Speaker, Comedian, Author, Playwright and Coach
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If you want to have a laugh whilst learning how to increase your confidence and public speaking skills, for personal or business growth, then you have come to the right place. Discover tips, tricks and strategies on how to speak and pitch using humour and performance. Find out how to better connect with people's pain points in a way that they will want to talk about and share, and get the low down on powering up your mind set. Sarah Archer, is a stand-up comedian, playwright, speaker and bus ...
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40. The Five Core Domains That Transform Client Experiences with Dr. Meghaan Lurtz
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Text us to share what you found helpful! You know the feeling. A couple walks into your office and you ask about their goals. They say "security" and "freedom" in the same breath, and you're thinking... aren't those kind of opposites? Or a client tells you they value family connection, but their calendar tells a completely different story. These mo…
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In this first episode of 2026, Alison shares her annual planning practices, emphasizing the importance of transparency in her entrepreneurial journey, highlighting how openness can enhance collective learning. She discusses the entrepreneurial mindset of embracing uncertainty and the necessity of careful visioning to navigate challenges. Through in…
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First Paid Sessions: Creating an Experience Clients Remember
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You've got a client who's ready to work with you—they've paid for their first session and now you're feeling those pre-session nerves. Sound familiar? In this episode, we talk about what's really going on in your client's mind when they show up for that first paid session (hint: they're probably more nervous than you are). I share the exact structu…
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Ep. 32 | End Of Year Reflections, Lessons Learned, Overcoming Content Heartbreak, and Plans for 2026
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In this episode, I’m doing a real end-of-year reflection on 2025, not the highlight reel, but what actually shifted for me behind the scenes. I talk about what it looked like to truly niche down, how inconsistency showed up in my content this year, and something my coach calls content heartbreak ; that feeling when you’re creating, but it doesn’t s…
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EP 2 — Your Client Experience Is Falling Apart (Here’s Why)
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Invisible chaos is expensive — not just financially, but emotionally, energetically, and operationally. In this episode of the Trust Leaks™ Podcast, Sandra breaks down how small, unnoticed glitches inside a business compound over time and ultimately show up as client churn, missed opportunities, and a reputation that doesn’t reflect the true qualit…
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Mastering the Post-Close Client Experience
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In this episode of the Unstoppable Real Estate Agents Podcast, we break down how to build a powerful post-closing system that turns one-time clients into lifelong referral partners. From creating unforgettable closing experiences to setting up automated follow-up workflows, you’ll learn the exact steps to build long-term client loyalty. What You’ll…
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137. [Announcement] Evolution of The Plan Ahead Method™ to SpendFirst®
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After almost two decades of watching clients struggle with traditional budgeting advice, one pattern became impossible to ignore: the advice itself was creating the problem. Track every dollar. Cut spending wherever possible. Follow this exact plan. The advice was restrictive, rigid, and built on the assumption that everyone should manage money the…
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What to Keep, Cut, and Fix in Your Wedding Business in the New Year
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As the year comes to a close, it's easy to focus only on revenue and bookings. But income alone doesn't tell the full story of how your wedding business actually felt to run. In this episode, we're stepping back to reflect with intention, not pressure. Whether you're a musician transitioning into weddings or another type of wedding vendor who felt …
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Ep #394: Most Listened to Episode of All Time
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To wrap up the year, I've got a special treat for you. We're replaying our most popular episode ever! The insights shared in this episode remain just as powerful and relevant today as when they first aired. Feeling stuck when it comes to sales? Not sure how to keep those new clients coming in? Let's dive into some tried-and-true strategies that'll …
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Are You Being Honest—or Just Strategic? Rethinking "Authenticity" Online
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"Every time I hear the word authentic, I throw up in my mouth a little." That's how Rory Vaden opens this raw and riveting conversation about one of personal branding's most overused—and misunderstood—buzzwords: authenticity. Alongside AJ Vaden, the two co-founders of Brand Builders Group debate, dissect, and redefine what it really means to be aut…
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424 Can You Change Your Life in 30 Mornings? YES You Can! with Hal Elrod and Michael J Maher
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Title: Can You Change Your Life in 30 Mornings? YES You Can! Host: Michael J. Maher Guest: Hal Elrod Description: What if the way you start your morning could completely transform your life—and your business? In this powerful re-release from 2022, Michael sits down with bestselling author and speaker Hal Elrod to unpack The Miracle Morning and the …
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Becoming the Best Version of YOU with Mary Kominska | RR343
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Every so often, we need a reminder that personal growth isn’t just about what we add to our lives—but what we’re willing to shift, release, and redefine. That’s why I’m bringing back this powerful conversation with Mary Kominska—entrepreneur, mindset coach, and creator of the T.E.A. system. Mary shares how setting boundaries, managing our thoughts,…
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Looking Back, Moving Forward – The Best Quantum Growth Moments From 2025
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We’re back with our final episode of Quantum Growth for Financial Advisors for 2025. As we close out the year, we’re celebrating the conversations, insights, and moments that defined our show. This special end-of-year compilation brings together the most impactful clips, biggest takeaways, and clips from our listener's favorite episodes. Thank you …
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Retirement Income Strategies - Battling Inflated Prices
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On this show financial advisor Kristian Finfrock and his expert team make financial planning approachable. Whether you’re an individual or a business owner, learn how to protect and preserve your wealth with strategies that are sophisticated yet easy to understand. Each episode covers proven methods to minimize tax exposure, optimize your retiremen…
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The Principles of Unlocking Major Gifts & Revenues With Jeff Schreifels
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Join me in this insightful episode as we welcome Jeff Riles, founder and principal of Veritus Group, a leader in nonprofit fundraising strategies. Jeff shares his 38 years of experience and discusses how Veritus Group's open-source processes help nonprofits enhance mid and major gifts through relationship-driven and analytically backed strategies. …
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Year-End Wrap Up: Creating Margin in Life and Business
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299: Year-End Wrap Up: Creating Margin in Life and Business Joining me today on the podcast is Ceil DiGuglielmo, host of the Sew Much More podcast and owner of the Curtains and Soft Furnishings Resource Library. Every year, Ceil and I sit down for an end-of-year business catch-up to talk honestly about what worked, what didn't, and what we've learn…
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Episode 534 Leveraging LinkedIn Strategies for Agency Success with Greg Star
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Welcome to another thought-provoking episode of Build a Better Agency! In this episode, host Drew McLellan welcomes Greg Star, founder of Driven Branding and former CEO of Carvertize, to explore how agency leaders can leverage LinkedIn to build stronger, more authentic personal brands. If you've ever wondered why your company's LinkedIn page isn't …
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Ep 248: Wealth Beyond the Balance Sheet: Rest, Thankfulness & Time
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📄 Episode Description The days after Christmas often bring a rare and beautiful pause—less noise, fewer obligations, and space to breathe. In this special abbreviated episode of The Weekly Wealth Podcast, Certified Financial Planner™ David Chudyk invites listeners to step away from budgets, to-do lists, and financial strategies to reflect on a diff…
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EA640: Shannon Hughes - Stop to Reflect and Be Proud of Your Success Before You Prepare for the New Year
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Stop to Reflect and Be Proud of Your Success Before You Prepare for the New Year As the year winds down, many leaders rush ahead instead of pausing. In this episode of the EntreArchitect Podcast, we explore why it matters to stop to reflect before the new year. Mark R. LePage is joined by Shannon Hughes of Enliven Studios to talk about pride, progr…
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4 Must-Listen Podcast Episodes to Prepare Your Business for the New Year
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As the year comes to a close, we want to wish you happy holidays and thank you for being part of our community. As you look ahead, now is the perfect time to reflect, reset, and prepare your real estate business for success in the new year. To help you do that, we’ve rounded up four must-listen podcast episodes to give you clarity, strategy, and mo…
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My Insights & Lessons from 2025 in Business (part 2 of 2)
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In the final episode of the 2025 season of Creating the World's Best Client Experience, Alison reflects on the pivotal theme of "expansion" that guided her year in CU Fitness and the Alison K Agency. She shares the "One Word Challenge," encouraging listeners to select a word that shapes their growth. Highlighting the resurgence of in-person experie…
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423 Can One Sentence, One Person, or One Strategy Change Your Life?
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Title: Can One Sentence, One Person, or One Strategy Change Your Life? Host: Michael J. Maher Description: In this special episode, Michael shares powerful insights from a recent JAM (Just Ask Michael) session that could completely shift the way you approach referrals—and your business as a whole. He breaks down one sentence, one person, and one st…
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Ep #393: Most Listened to Episode of 2025
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As is tradition, I'm sharing my most listened-to episode of 2025! Join me as I dive into four powerful tactics to kickstart your referral game in the new year. Whether you're looking to reconnect with past prospects or cultivate new referral sources, I've got you covered. Plus, I'll walk you through setting achievable goals that can increase your r…
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The Mindset Shift That Will Change the Way You Price Your Work with John Ray | RR342
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No matter what time of year it is, it’s always worth checking in with a big question: Am I really charging what I’m worth? That’s why I’m bringing back this standout conversation with John Ray—business advisor, pricing strategist, and author of The Generosity Mindset. John breaks down the emotional side of pricing, how generosity and confidence go …
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The Sales Mindset Shift That Will Change Your Business Forever
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If you've ever felt awkward about selling—or thought "sales" is a dirty word—this episode will completely shift your mindset. Rory and AJ Vaden, two of the most accomplished sales professionals in the personal branding world, pull back the curtain on what truly drives conversions: service-centered selling. In this transparent and tactical conversat…
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AI-Enabled Workflows for Enterprise Brands, with Richard Coope
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Welcome to episode 153. I’m joined by Richard Coope from Brightful, who helps large, complex organisations fix the brand, digital and cultural bottlenecks that block content and slow down campaigns, using AI-enabled workflows and marketing automation. Richard is an accomplished Change Lead with experience in leading global organisational and IT tra…
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How to Think About Post AI Adoption As We Build Today With Andrew DeBerry - FINAL
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In this episode, I engage in an insightful conversation with Andrew DeBerry, exploring the multifaceted domains of artificial intelligence (AI) and its future societal implications. The discussion delves into AI use cases, second and third-order consequences of AI adoption, and the importance of value-centered technologies in various industries suc…
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Episode 533 Understanding AI-Powered Lead Generation with Tom Schwab
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Welcome to another can't-miss episode of Build a Better Agency! This week, host Drew McLellan explores a rapidly evolving strategy that has the potential to shake up the way agencies attract leads and position themselves as go-to experts. Joining Drew McLellan is returning guest Tom Schwab of Interview Valet, who brings groundbreaking insights on h…
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Cue the podcast takeover! In this year-end roundtable, Dimensional Practice Management Regional Directors Stephen de Man, Livia Ramirez, Mark Colaço, and Peter Wozniak share the top practice management themes and advisor insights from 2025. Covering human capital, operations, and firm growth, the team highlights what resonated most with advisors th…
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📌 Episode Overview When people hear “investing,” they often think about hot stocks, market predictions, or timing the next big move. In this episode of The Weekly Wealth Podcast, Certified Financial Planner David Chudyk breaks down what truly matters: how your portfolio is structured, balanced, and managed over time. This episode isn’t about what t…
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Part 2, we’re diving into the numbers , the part of business that actually creates clarity and control. Because if your business feels stressful or unpredictable, more clients won’t fix it. Financial clarity will. We talk about: Where money quietly leaks in salonn The areas to focus on the most and its not attracting new clients. The impact of clie…
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EA639: Nick Macey, CEO - A New Era for AIA Contract Documents and What It Means for Small Firms
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A New Era for AIA Contract Documents and What It Means for Small Firms A new era for AIA Contract Documents is reshaping how small firms manage risk, clarity, and collaboration. In this episode of EntreArchitect, Mark R. LePage talks with Nick Macey, CEO of AIA Contract Documents, about what this shift really means for practice today. Together, the…
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M&A Masterclass with Jon Kuttin and Frank LaRosa
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We are back with another episode of Quantum Growth for Financial Advisors! On this episode, we give our Quantum Growth listeners a special treat with a guest episode featuring Jon Kuttin on AdvisorTalk with Frank LaRosa. Frank goes deep with Jon on why he believes he has been so successful acquiring practices over the years The post M&A Masterclass…
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Best of 2025: A Highlight Reel of Behavioral Finance Strategies That Helped Advisors Grow
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This year’s “Best of” episode is a highlight reel of the most impactful, yet practical strategies discussed in this year’s Human Side of Money podcast episodes. These strategies are designed for Financial Advisors who want human-centric steps they can implement into their business’ growth plan. What You’ll Learn: Why generic “don’t worry” emails ca…
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Episode 28: Raising Your Rates: What's Stopping You?
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Let's talk about putting your prices up and the common worries all small business owners have about doing this. What's stopping you raising your rates? Kirsty and Lisa talk about the reasons VAs failing to increase their prices, the mindset shift that need to happen and the implications not raising your prices can have. You will go away from this e…
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AI & Automation for Real Estate Agents: What Actually Works and What Wastes Your Time
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AI and automation tools are everywhere right now, all promising to save time, streamline your business, and eliminate the chaos of daily work. But for many real estate agents, the result hasn’t been more productivity… it’s been more overwhelm. In this episode of the Unstoppable Real Estate Agents Podcast, we cut through the hype and get honest abou…
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39. Case Consultation: How Financial Advisors Can Support Clients Through Unexpected Setbacks with Jim Grace
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Text us to share what you found helpful! What happens when a client couple who's made remarkable progress hits an unexpected setback? In this real-time case consultation, financial planner Jim Grace and I work through exactly this scenario - a couple who went from financial stress to thriving, only to face a sudden income loss that threatens to der…
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My Thoughts on the Mini Experience in Your Business (part 1 of 2)
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In this episode, Alison introduces the "mini experience" concept, tailored to help you innovate your business strategies as we approach 2026. She emphasizes the importance of reflection on past successes and the exploration of fresh ideas to engage your audience. The mini experience offers a low-commitment way for potential clients to engage with y…
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136. How to Tackle This Real-Life Coaching Scenario
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A client is tearing up about their debt in your first session together. You're feeling good about the progress you're making. Then weeks later, when you use the MeaningFirst Method™ to explore what getting out of debt would mean to them, they say something you didn’t expect: "Even if I were debt free, I'd still be worried about my income. I wouldn'…
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Ep 14 - Perspective Over Demographics | Susan Baier
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Watch this episode on YouTube In this episode of The Intangible Brand, Jerry and Carl sit down with Susan Baier, founder of Audience Audit, to explore how professional service firms can build stronger brands by understanding what their audiences actually believe, not just who they are on paper. Susan explains why demographics and generic personas o…
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EP 1 — The Hidden Problems Quietly Killing Your Business
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No matter how established or experienced you are, your business has Trust Leaks™ — the tiny, often unnoticed breakdowns that slowly drain momentum, overwhelm your operations, and create experiences that don’t match the quality of your work. In this foundational episode, Sandra introduces the core philosophy behind the Trust Leaks™ framework: small …
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What if you could redefine your future without the pressure of traditional goal setting? Join me as I welcome Kathy Brown, who shares her unique Horizon Destination Planning Framework. Discover how to create a vision for your life that goes beyond mere accomplishments and learn how to set long-term goals that truly resonate with your everyday life,…
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The Storytelling Shift That Will Make Your Clients Say Yes | RR441 [ENCORE]
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As we approach a new year—and really, at any point in our business journey—it’s a great time to step back and revisit how we’re showing up in our marketing, especially when it comes to the story we’re telling. That’s why I’m bringing back one of our most popular episodes with Kris Jones, a StoryBrand expert and the author of From Click to Client. K…
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252. Celebrating Five Years of Generosity
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“Generosity means that you give of the things that you really can't get back.” “I was happiest and most fulfilled anytime I was giving or fully engaged with another person.” “Generally when people hear generosity, they think you're asking them for money. So I specifically wanted to focus on generosity that had nothing to do with money, especially u…
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