Tips and tech for Canadian professionals in solo private practice. Explore proven strategies to attract ideal clients, reduce admin overhead, protect client privacy, and foster sustainable growth. All without leaning on aggressive marketing and hustle-culture tactics. Join host Greg Mount on the quest for a calm, more organized business in a chaotic, digital world.
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Client Onboarding Podcasts
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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Customer onboarding in B2B SaaS is changing fast, but the resources for onboarding teams? Not so much. That's why we're kicking off Onboarding Therapy, a podcast that tackles the real challenges onboarding teams face every day.
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Industry insights from Fenergo, a leading provider of client life-cycle management.
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The Assemble Performance Podcast dives deep into what it takes to perform well both in sports and in life. Hosted by Justin Jones, a passionate trail runner, strength athlete, and CEO & head coach of Assemble Performance. This podcast is for everyone, from the serious endurance, strength, or hybrid athlete to the outdoor enthusiast who wants to live life to the fullest. We believe that peak performance is an assembly of physical training, mental fortitude, emotional health, and social suppor ...
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Behind the Advisor, an XYPN Podcast, takes you behind the scenes of what it really takes to launch, run, and grow a successful fee-only financial planning firm. Through candid conversations with industry leaders and real-life advisors, we uncover the challenges, victories, and lessons learned along the way. Whether you’re starting out or scaling up, this podcast delivers the front-line insights and actionable strategies you need to build a thriving, purpose-driven firm—on your terms.
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The Managed Services space can be a challenging place to build a business. Tune in to hear industry experts talk about topics that are on the minds of MSPs in the Peer Groups. Our hosts come from working in the trenches at Managed Service Providers, and are active MSP Peer Group facilitators that have conversations with dozens of MSPs each month. Topics we will cover will include finance, pricing, sales, marketing, running the business, legal, and pretty much anything MSPs are talking about.
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The Cannabis Accounting Podcast discusses the ins and outs of cannabis/cbd/hemp accounting. Topics include 280E, chart of accounts, starting & growing your own firm, overcoming software challenges, and more! Looking to get into cannabis accounting? To learn more visit dopecfo.com.
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Ever feel like your marketing strategy and business plan is a maze of endless to-dos? MAPPED OUT is your GPS to breakthrough growth, minus the headaches. Think of us as your savvy road trip companions who've not only survived the marketing wilderness—we've mastered it. Lauren and Aurrie here, battle-tested marketers who've built businesses from the ground up. We're ditching the fluff and corporate-speak to give you the real deal: strategies that actually work, stories from the trenches, and ...
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The Messaging and Optics Podcast Wait What Really OK is a methodical, comical and informational podcast sharing authentic brand messaging, optics approaches & strategies for honorable authority driven businesses. Loren Weisman is a Brand Communications & Optics Strategist Illuminating Authoritative Intelligence and Amplifying Authentic Experts. Growing, grafting and branching a brand with a clear and transparent foundation that aligns its messaging, optics, content, communication, perception ...
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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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A podcast about web design and development.
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Actionable marketing automation strategies and tactics from industry practitioners for B2B SaaS marketers. marketingautomation.fm
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Get comfy. It's time for "SaaS Therapy," with industry veterans Todd Kirk and Casey Trujillo – the podcast for customer-facing teams in SaaS. Casey and Todd leverage their experience working between software vendors and their clients to help you master your SaaS customer relationships. They dig into the complexities of client relationships, offer expert insights, and share proven strategies for overcoming common challenges. It's not just a podcast—it's a masterclass in nurturing and enhancin ...
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The 15-Hr Accountant Podcast is a podcast for accountants, CPAs, bookkeepers and fractional CFO who are starting (or thinking about starting) their own accounting practice. The podcast focuses on the key building blocks of a hyper-lean, six-figure-plus profitable accounting firm that allows for work-life balance. The perfect podcast for accountants who want to balance parenthood, grandparenthood, easy into retirement, or recover from burnout!
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Listen to tax and accounting professionals sharing proven methods, useful tips, and practical experiences to help you succeed more at your firm. Each episode provides clear insights designed to help you handle client work more effectively, simplify tax preparation, and better deliver advisory services. You'll gain: Practical tips for efficient client interactions. Proven ways to transition confidently into advisory work. Effective methods to increase success without hiring additional staff. ...
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We empower business advisors to transform businesses. This podcast is your source for information and news you need for your accounting, bookkeeping, or tax practice. Don’t forget to check out ScalingNewHeights.com for information about our conference in June. And if you subscribe to this podcast, we will have a special registration offer just for you coming up soon. For more information, please visit https://www.woodard.com/podcast
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Growing a SaaS? Yeah, that's hard. Growing a SaaS without a clue what you're doing from a marketing and growth perspective? Pretty much impossible — especially if you want to break the $1M and $10M ARR marks. Kim Talarczyk sits down with Asia Orangio to extract and unpack all the strategic insights she holds in her brain from working with hundreds of SaaS companies and interviewing thousands of their customers. Together, they break down how to diagnose and troubleshoot growth challenges acro ...
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Thinking of becoming a wedding planner?! You've found your community, my friend. Welcome to The Union Podcast, a show created to build a community for those starting out in the wedding industry. The Union Podcast is a space for wedding industry newbies and pros to come together to learn tips and tricks to help better serve their clients and build flourishing businesses. The show is hosted by Jamie Wolfer who's unique approach to her business allows her to connect and serve thousands of engag ...
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Welcome to the PPC Unleashed Podcast, where I talk about some the most important topics in pay-per-click advertising and Google Ads. This show is my attempt to document my PPC journey as a Google Ads expert by sharing all the learnings, best practices, strategies, tips and hacks I’ve picked up over my first 6 years working as a paid search marketing professional, and managing millions of dollars in Google Ad spend across hundreds of accounts and dozens of industries.
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The Multifamily Manager Pro Podcast is your ultimate resource for mastering the art and science of multifamily property management. Whether you're a seasoned property manager, a broker overseeing a growing portfolio, or an industry newcomer eager to learn the ropes, this podcast delivers expert insights, cutting-edge strategies, and practical tools to help you excel in the competitive world of multifamily real estate. 🎙️ What You’ll Get in Every Episode: ✔️ Industry Expertise: Deep dives int ...
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The Google Ads Podcast is here to help you achieve your business goals with Google Ads! Brought to you by Solutions 8, the global authority in the Google Ads space and one of the world's leading PPC agencies. Listen in to get the best PPC strategies, tutorials, tips, tricks, hacks, best practices, and REAL case studies. Go to Sol8.com to get help with your Google Ads
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Simplify and automate your online coaching business without wanting to throw your laptop out the window. If you're overwhelmed by the tech side of coaching—CRM setups, email automation, payment processing, or client onboarding workflows—you're in the right place! Whether you've just found your first coaching client, are struggling to manage your growing group coaching program, or feel like you need to take a week off just to get organized and figure out where all your clients stand, this pod ...
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Busy agency owners can have a hard time balancing delivering exceptional work with finding ideal new clients - all the while, ensuring the smooth running of their agency. Every Thursday, join Rob Da Costa, agency owner and coach, as he explores the key topics that affect you and your agency. I share tools and ideas to aid your profitable growth as well as interview industry expert guests, who share their experiences of working in or with agencies just like yours. Whether you are just startin ...
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A podcast dedicated to ad agency account managers, executives, and anyone else that handles clients in the advertising, marketing and adtech space. Learn more at suitscast.com.
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The Koerner Office - Business Ideas and Small Business Deep Dives with Entrepreneurs
Chris Koerner
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Hey, I'm Chris Koerner - serial entrepreneur, business ideas addict, and your new ADHD business ideas best friend. I've started 75 businesses, with 10 of them being worth 7-8+ figures. I love startup ideas! Want to make money, grow a business, or just start a side hustle? You're in the right spot. This show covers: - Real-world growth hacking tips - Deep dives into cool business ideas and AI tools. - Simple business advice for small business & startups - Ways to make money with side hustles ...
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We understand that attaining success in any field is a progressive process, one that demands a conscious commitment to the journey, process or path that leads to the success that is desired. This weekly podcast was created to help you cultivate the skills necessary to achieve your desired goals. Our aim is to spur you to action through the ever-inspiring, educative and informative content that we will be bringing to you. We excitedly welcome you to an ever-evolving journey to personal develo ...
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Join Jordan Haines, CFP® and financial vitals specialist at Elements to explore strategies, principles and frameworks to increase the pace of delivering financial advice to people.
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John Pyke is America's Sales & Peak Performance Authority. John is an author, co-author with Jack Canfield & Brian Tracy, professional speaker, international award-winning sales executive & expert helping companies achieve record sales revenue. The majority of his client's investments are linked to the achievement of their performance metrics. Learn how one company achieved a sales growth 7 TIMES their industry standard - growing to over $1B in sales. They were also ranked by Sales & Marketi ...
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The Unstoppable Real Estate Agents Podcast is here to provide real estate agents with real strategies and solutions that will motivate you to create structure and systems as well as organize and focus on an action plan for your business. We will provide you with the best tools and techniques to create systems that will help you scale your business. In addition, guest speakers from all aspects of the real estate industry will share their tips, their stories and so much more. I’m Kim Hughes, y ...
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If you’re a small business owner, business coach, or consultant looking to optimize your sales process, close more deals, and automate your client pipeline, "Pipeline Power: CRM Sales Systems for Business Owners" is the podcast for you. Join Mary Sue Dahill, a customer relationship management (CRM) expert and sales systems strategist, as she dives into the world of CRM-driven sales pipelines and automation. Mary Sue isn’t about generic business systems—she’s laser-focused on the tools and ta ...
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Over the past decade, the MENA region has been silently building an ecosystem while the world wasn't watching. The mission of this show is to share those stories from those that are contributing to this change, the investors, founders, and operators. We'll be interviewing guests to talk openly about their journeys, starting with their childhood and going all the way through to the Why? How? What? of their entrepreneurial journeys. Showcasing these stories is vital for people to connect, lear ...
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Want to learn more about Customer Success? On this Customer Success podcast we invite guests from all over the world to open up about their Customer Success strategies and provide you with tactical advice that you can use in your own organization to improve customer retention, increase solution adoption, expand upsell revenues, perfect your renewal processes and gain more advocates. Be sure to subscribe to our podcast to get notified when we upload a new podcast episode!
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Welcome to The Business of Beautiful Spaces, the podcast where interior design matters! As Interior Designers, we understand the power of creating beautiful and functional spaces that not only look good, but also enhance our daily lives. Join us on this journey as we explore the ins and outs of the interior design industry and dive into the business side of things. From one interior designer to another, we'll share our experiences, insights, and lessons learned as we strive to create spaces ...
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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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Welcome to the School Of Startups, the place to come if you're thinking about starting your own business and want to learn from top quality content and the experiences of entrepreneurs who have already done it successfully.
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A podcast featuring wealthy, driven, and ambitious humans serving love, enabling dreams. All about coaching, consulting & entrepreneurship. www.kassypajarillo.com
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Learn how to become a life coach with a strong skillset in the craft of coaching through the Craft of Coaching podcast. The Craft of Coaching is hosted by Kate Swoboda, Director of Training for the ICF-accredited life coach training program, the Courageous Living Coach Certification. Learn more about our coach training program at https://TeamCLCC.com
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Discover advanced strategies for firms to excel in the dynamic accounting industry with Accountants 2.0. Each episode connects you with a network of growth-focused professionals, delving into innovative technologies and strategies to boost your professional impact. We're committed to guiding you in enhancing your firm's profitability, team cohesion, and management efficiency. With Accountants 2.0, you're not only adapting to change – you're at the forefront, shaping the future of accounting. ...
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Welcome to Standing On Service! Here we uncover the best possible ways of service. A show that enables listeners to learn and grow their business with insight and knowledge. Listen to business owners, leaders, professionals, and people on the front line of service talk about their experiences, and strategies to give excellent service.
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How to Build a Winning Client Onboarding System
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In this episode of The Unstoppable Real Estate Agents Podcast, we dive into one of the most important aspects of your business: client onboarding. It is more than simply bringing in new clients. It is about building a smart and strategic process that lays the groundwork for long-term success. Client onboarding is not something you can approach with…
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Stop #15: The Safety Net Your Client Onboarding is Missing with Sarah Still
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Welcome back to Mapped Out! Lauren and Aurrie are diving into the unsexy but absolutely critical world of client onboarding. If you've ever wondered why some businesses are sales machines but can't figure out their churn rate, this episode breaks down exactly how to nail the handoff from "yes" to delivery—and why this phase is actually your most im…
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How I Onboard New Clients (Step-by-Step Process)
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In this solo episode, I’m kicking off a mini-series on what the first few weeks of coaching look like with me. This episode will break down exactly how I onboard new coaching clients. Whether you're a coach refining your systems or an athlete considering coaching, I’m giving you a transparent look at my full onboarding flow from the consult call to…
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Easy Client Onboarding for Busy Solo Professionals
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Your clients can order pizza in two minutes. How long does it take them to book their first appointment with you? If the answer makes you uncomfortable, you're not alone. In this episode, Greg Mount reveals why most Canadian professionals are losing clients to outdated onboarding processes and shares three battle-tested solutions for creating seaml…
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Fake Authors Using AI: Exposing Fake Authorship in the Age of AI
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Are you concerned about how artificial intelligence is reshaping what it means to be an author? In this episode of the Wait What Really OK, Brand Communications and Optics Podcast, I share my take on the growing trend of fake authors using AI to make false books. Fake authority is on the rise. Across social media, ads push quick hit book creation t…
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These Businesses Can Completely Change Your Life in 6 Months ⏐Holdco Bros. Ep. #206
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Check out my newsletter at TKOPOD.com and join my new community at TKOwners.com. HoldCo Bros are back with part two of our million dollar in six months challenge. If you missed part one, go check it out here: [ https://spotifycreators-web.app.link/e/5y6hOtgrtVb ]. In this episode, Nik and I keep stacking high return business ideas you c…
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How to Fix Low Click-Through Rates With Your Creatives
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Are your Google Ads campaigns getting seen but not clicked? Paid Social Managers Emily Hlavac and Emma Nold reveal why boring, repetitive, or off-brand visuals are costing you sales. They share tips on how to create scroll-stopping ads that stand out, engage your audience, and drive clicks. Watch this video now. Related videos: 🚀 How to Build Brand…
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How to Get Started Planning Weddings | Wedding Planning Q&A
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Two other episodes you might want to check out: How to BECOME a Wedding Planner BTS: Join Jamie on a Real Sales Call | Wedding Planning Business Tips Share your thoughts on this episode over on Instagram! What do you think?! Take a screenshot and tag @wolferandco so we can hear from you! Join the amazing discussions over in the Wedding Pros Faceboo…
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#147 Five Shoes for Change: Mastering Leadership Through Rapid Transitions and Change Management
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What makes change so difficult—even for organizations that know change is inevitable and even necessary for growth? If we all agree that staying in our comfort zones holds us back, why do we continue to resist change—and what can leaders do to help teams navigate it better? In this episode of the Delighted Customers podcast, I sit down with Dennis …
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The 9 Elements Of Your Clients' Main Job [226]
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Jordan explores the nine essential elements of creating an effective main job statement for financial advisors, breaking down how to articulate your primary value to clients through a structured formula: verb + object + clarifier. He explains why defining this statement correctly is crucial for guiding all business decisions from value-adds to mark…
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Episode 133 - From Floods to Foundations: Industry Heroes and Strategic Moves - The Woodard Report Podcast
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On this episode of the Woodard Report podcast, Joe and Heather speak about the inspiring story of a former KPMG accountant who rescued over 165 people during catastrophic flooding in Texas, highlighting the human side of the profession. They also dive into Xero’s strategic $2.5 billion acquisition of Melio and what it signals for the future of acco…
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As we talk to MSPs each week we find ourselves talking about several processes on a regular basis. Natalie and I took a little bit to come up with our top 5 processes that all Managed Service Providers should have in their business. We had a little bit of overlap so our top 5 processes each turned into a total of top 8 processes. Our top processes …
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The Most Overlooked $10K/M Business Anyone Can Start ⏐ Ep. #205
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If you want Kyler’s full training, repair tips, sourcing strategies, and templates, check out his community at http://Applianceskool.com ━ Check out my newsletter at https://TKOPOD.com and join my new community at https://TKOwners.com ━ I sat down with Kyler, a 23-year-old who makes $10,000/month renting out $50 washers and dryers on Facebook Marke…
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How to Build Brand-Aligned Creatives That Help Scale Campaigns
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Paid Social Managers Emily Hlavac and Emma Nold reveal how to craft scroll-stopping creatives that convert! Learn how to spot-on brand consistency across all platforms (Facebook, Instagram), connecting emotionally with your audience beyond just product features, and finding your unique competitive edge to stand out. They cover optimizing for differ…
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The Fear of Messing Up in Business (Fofu) with Todd Kirk and Casey Trujillo
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In this host only episode of SaaS Therapy, Todd and Casey explore the complexities of decision-making in sales and customer relationships. They introduce the concept of 'Fofu' (fear of messing up) and discuss how it leads to decision paralysis in business. The conversation delves into the importance of emotional intelligence in sales, the different…
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Ep 449: Growing To $2B AUM Organically By Setting High Client Service Standards with Michelle Perry Higgins
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Financial planning clients expect responsive, detail-oriented service—and the firms that deliver consistently are the ones that keep them for decades. Michelle Perry Higgins has seen that firsthand, and she joins us today to share how setting and maintaining high client service standards, alongside thoughtful listening and planning, can drive both …
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DM Chaos to Dreamy Clients: Creating a System That Sells For You
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Ever feel like your DMs are a hot mess of “Let me think about it…” and “Wait…who was that lead again?” You’re not alone, and no, you don’t need a fancier funnel. You just need a system. In this episode of The Backend Blueprint for Coaches, we’re cleaning up the DM chaos and turning your conversations into conversions (without being weird about it).…
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Stop #16: Season 2 in the Rearview | Goal Check-Ins, Growth Spurts & What's Coming Next
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Welcome back to Mapped Out! Lauren and Aurrie are wrapping up Season 2 with a bang—diving into what made this season special, sneaking a peek behind the curtain of what's coming in Season 3, and giving you the mid-year goal check-in you didn't know you needed. If you've been wondering whether your goals still align with where you're headed (or if y…
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Identifying & Addressing Red Flags In Coaching
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Book a free consult call: https://calendly.com/assembleperfomance/coach-justin-consult In this solo episode, I wrap up our 4 part miniseries on client onboarding by discussing the red flags I look for within the first few weeks of coaching. These 'red flags' include issues like poor communication, missing sessions, and having a perfectionist mindse…
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I Started an Online Business in 56 Minutes (Beginner Friendly) ⏐ Ep. #204
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Check out my newsletter at TKOPOD.com and join my new community at TKOwners.com. Get 30 days free on HighLevel only with my link: https://tkopod.co/30daysOfFreeHL How to scrape leads: https://tkopod.co/Os How to mass text: straighttext.com - promo code KOERNER for 50% off! ━ I launched a brand new AI automation agency from scratch in just 5…
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130. Part 1: Let's Talk About Profit Strategies- Know Your Numbers, The Foundation of Profitability
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Send us a text In the first episode of our special four-part series, Laura Thornton—founder of Thornton Design and The Profit Academy for Interior Designers—shares the essential financial foundations every designer needs to run a truly profitable business. Drawing from her own journey and real-world client stories, Laura breaks down the difference …
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676: The $200 Upgrade, CSS Module Scripts, and Social Media Ethos
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Show Description It's time for a ShopTalk GearTalk segment on video and audio upgrades, a chat about better YouTube thumbnails, buying the $200 Yamaha guitar (or equivalent in other areas of life), Chris and Dave riff on CSS modules, and what's your social media ethos in 2025? Listen on Website → Links how to make a killer thumbnail (for the 2025 a…
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Navigating the Big Beautiful Bill with Nadia Rodriguez
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Unlock the key provisions of the “Big Beautiful Bill” and learn how to guide your clients through these critical tax law updates. In this deep dive, Nadia Rodriguez breaks the legislation into three clear buckets: What’s now permanent, what’s brand-new, and what’s enhanced and shows you how to: Spotlight new deductions (up to $25K for qualified tip…
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$1M in 6 Months? These Are the Business Ideas We’d Bet On ⏐Holdco Bros. Ep. #203
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Check out my newsletter at TKOPOD.com and join my new community at TKOwners.com. HoldCo Bros are back! In this episode, Nik and I take on a simple but powerful challenge: how would you build a business worth $1 million in just six months? We each pitch our favorite ideas, from RV rentals and AI wrapper agencies to offshore staffing, buying …
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All Things Triage and Dispatch for your MSP
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Join my newsletter here: https://adamhannemann.com/newsletter Your Triage and Dispatch process is vital for your MSP. This process (and the people that perform the process) setup the tickets coming into your MSP for success. This sets a number of other pieces in motion. If you set the ticket up for success, you set the tech up for success, and ulti…
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Building client trust: A Guide to Authentic Real Estate Marketing with Phil Martin
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In this episode of The Unstoppable Real Estate Agents Podcast, we sat down with Phil Martin, founder of the Martin Home Team and a respected voice in the Dallas-Fort Worth real estate market. Phil serves clients in North Dallas areas including Plano, Allen, Frisco, and McKinney, and brings with him a wealth of real-world experience and proven strat…
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#146 Balancing Agentic AI and Human Connection in the Contact Center
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Is your organization fully realizing the value of your contact center, or is it being limited by a narrow focus on efficiency and cost control? In this episode of the Delighted Customers podcast, I sit down with renowned Canadian contact center consultant and trainer Mike Aoki to examine how contact centers serve as the real-time pulse of customer …
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Episode 132 - Metrics, Mayhem, and the Million-Dollar Wake-Up Call - The Woodard Report Podcast
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On this episode of the Woodard Report podcast, Heather speaks with Brittany Brown about the painful lessons and courageous decisions that transformed her fast-growing firm, Ledger Gurus. Brittany shares how rapid expansion masked deep inefficiencies, ultimately resulting in nearly $1 million in lost profit, and how embracing accountability, data-dr…
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You Don’t Need a Big Idea. AI Can Clone These Giants for You w/ Sam ⏐ Ep. #202
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Check out my newsletter at TKOPOD.com and join my new community at TKOwners.com. I sat down with Sam Thompson again and we talked about why it’s never been easier to clone massive SaaS companies and sell the same functionality for 90% less. We broke down how AI is turning platforms like Salesforce, AppFolio, and RentManager into overpriced dino…
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144: How To Stay Connected (And Deepen Trust) Between Client Meetings With Dr. Megan McCoy
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What if the most important trust-building moments with clients aren’t during meetings, but actually in between them? It turns out that your communication between meetings ( texts, emails, calls, etc.) can significantly impact trust, satisfaction, and client retention. In this conversation, Dr. Megan McCoy shares her breakthrough research on the pow…
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Transforming Customer Relationships in SaaS with Sean Adams, Host of The Adoption Curve Podcast
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In this episode of SaaS Therapy, Todd Kirk and Sean Adams discuss the importance of customer relationships in the SaaS industry. They explore Sean's unique career path from contractor to VP of Revenue, the significance of measuring customer education impact, and the challenges of navigating customer expectations. The conversation emphasizes the nee…
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Ep 448: Attracting More Ultra-HNW Clients By Taking The Time To Due Diligence More Alternative Investments with Monish Verma
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High-net-worth individuals often already have a financial advisor, but many aren’t receiving the in-depth investment education or portfolio customization they truly need. That's where Monish Verma comes in. He joins the show today to share his strategy for converting HNW prospects into clients, as well as how a tailored approach to alternative inve…
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Whats Actually Keeping You Stuck - The Hidden Backend Spirals You Dont See
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If you’ve been spinning your wheels in your coaching business and can’t figure out why your momentum keeps stalling, this episode is your flashlight. 🔦 Spoiler: It’s not your content, your niche, or even your confidence. It’s what’s quietly happening behind the scenes, backend spirals, and they’re draining your time, your energy, and your bookings.…
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Book a free consult call: https://calendly.com/assembleperfomance/coach-justin-consult In this episode, I continue my series on client onboarding by discussing the key traits and behaviors I'm looking for in the first few weeks to gauge whether a client will do well. I cover the importance of motivation, communication, vulnerability, celebrating wi…
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Finding Great Reselling Deals Is Easy (If You Know Where to Look) w/ Shannon Jean⏐ Ep. #201
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Check out my newsletter at TKOPOD.com and join my new community at TKOwners.com. I sat down with Shannon Jean again and we walked through a whole new batch of insane liquidation deals you could flip for serious money. We talked about truckloads of auto parts from the Advanced Auto Parts and Pep Boys merger, flipping Costco returns like Blacksto…
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Ep.129 - Let's Talk About Understanding Your Profit Margins in Construction
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Send us a text In this episode of The Business of Beautiful Spaces, I’m joined by Gabriela Eisenhart of Silo Studios to discuss how interior designers can confidently add construction management to their offerings—and boost profitability in the process. Gabriela shares how designers can start integrating construction-related services, improve commu…
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675: Building Hot Page with Tim Farnam
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Show Description Tim Farnam stops by to talk with Chris and Dave about his new project, Hot Page, and why and how he started building it after working in print and web news. (20% discount code for the Design Tokens Course: SHOPTALKSHOWISAWESOME) Listen on Website → Guests Tim Farnam Guest's Main URL • Guest's Social Creative coder based in Mexico C…
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Make The Switch This Off-Season to ProConnect Tax
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Thembi Mlalazi, founder of AccTaxAdvisor CPAs, used the “off-season” to rethink her entire practice, from client experience to internal workflows, and emerged with a streamlined, cloud-based system that empowers both her team and her clients. In this episode, you’ll discover: Why off-season reflection matters: How Thembi gathers client feedback, re…
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This Simple Playbook Built a $120M AI Business (in 3 Months) w/ Sam ⏐ Ep. #200
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Check out my newsletter at TKOPOD.com and join my new community at TKOwners.com. If you've ever gotten a newsletter from me, it was powered by Beehiiv. Built by the team behind Morning Brew, it's the only platform I’ve found that actually moves the needle. Go to beehiiv.com/chris and use code chris30 to get 30% off your first three months I sat dow…
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Level Up Your Client Experience with a Personalized Homebook
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In this episode of the Unstoppable Real Estate Agents Podcast, we share one of the most powerful tools to elevate your client care and leave a lasting impression, a Client Homebook. What is a Homebook? It’s more than just a welcome gift, it’s a thoughtfully curated guide filled with helpful information, resources, and personal touches tailored to e…
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225: How To Figure Out What Clients Actually Want
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Jordan talks about the three ways financial advisors can begin to understand what their clients actually want—their core job to be done.By Elements
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#145 Beyond the Hard Sell: The Evolution of Loyalty in the Fitness Industry
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What if the secret to building a truly loyal gym membership—or any recurring customer base—starts the moment someone tries to leave? That question struck me while talking with Blair McHaney, a trailblazing fitness industry leader who’s spent more than 40 years reimagining how gyms can deliver customer (or, as Blair puts it, member) experience. Too …
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Episode 131 - (Part 2 of 2) Counting Your Days, Claiming Your Agency - The Woodard Report Podcast
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On this episode, Joe Woodard continues his conversation from the stage at Scaling New Heights 2025 for the annual practice advancement breakfast address. He shares a heartfelt message on living with agency through autonomy, aspiration, accountability, and authenticity, weaving in personal stories and lessons from leaders like Andy Stanley and Steph…
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How to Start Reselling (Even With $0 in the Bank) w/ Shannon Jean⏐ Ep. #199
34:12
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Check out my newsletter at TKOPOD.com and join my new community at TKOwners.com. If you've ever gotten a newsletter from me, it was powered by Beehiiv. Built by the team behind Morning Brew, it's the only platform I’ve found that actually moves the needle. Go to beehiiv.com/chris and use code chris30 to get 30% off your first three months I sat dow…
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My Behind-the-Scenes Tech Framework for Booking More Clients
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This episode walks you through the backend tech framework I recommend for coaches who want to book more clients without feeling overwhelmed by clunky systems or too many tools. If you're still piecing things together, manually sending invoices, or unsure what tools you really need, this one's for you. In this episode, you’ll learn: How to reduce th…
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