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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Client Onboarding Podcasts
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The Mind Your Time Podcast | Business Systems, Boundaries, and Calm
Shannon Baker | Business Operations Strategist
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Running a business that serves clients doesn’t have to feel chaotic, reactive, or overwhelming. The Mind Your Time Podcast is a calm, grounded space for business owners who do great work for their clients but want their business to feel more manageable behind the scenes. If you are a consultant, virtual assistant, OBM, or service provider who is juggling client work, boundaries, and backend systems, this podcast will help you create clarity, structure, and sustainability in your business. Ho ...
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Industry insights from Fenergo, a leading provider of client life-cycle management.
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Welcome to the Writer Craft Podcast, a show about creativity and craft. On the Writer Craft Podcast, we help authors stay motivated and inspired, finish their books, and show them how to analyze and diagnose areas of challenge in their manuscripts once it's written.
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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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Welcome to The Tech-Savvy Dietitian, your guide to running a smoother, more organized private practice. I'm Courtney Vickery, a registered dietitian who learned that having the clinical skills isn't enough - you need systems that work. In each episode, we'll tackle the practical side of private practice: websites that actually convert, tech tools that don't give you headaches, and strategies to streamline your workflow. Whether you're drowning in admin tasks or just starting your practice, w ...
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We Cover Commercial Construction. If you are in commercial construction as an Architect, Engineer, Contractor or Owner, this is the show for you. Hosted by Dillon Mitchell, PE, Founder of Kowabunga Studios
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The Paul Truesdell Podcast Welcome to the Paul Truesdell Podcast. Two Pauls in a pod. Featuring Paul the Elder and Paul the Younger. So, what's the gig? Individually or collectively, Paul and Paul sit down and chat predominately at the Truesdell Professional Building and record frequently. They explain a few things about how life works before time gets away. They connect the dots and plot the knots, spots, and ops with a heavy dose of knocks, mocks, pots, rocks, socks, and mops. Confused? Th ...
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Actionable marketing automation strategies and tactics from industry practitioners for B2B SaaS marketers. marketingautomation.fm
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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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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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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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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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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 Brand Communications 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 and Optics Strategist focused on building truthful, transparent messaging and optics foundations so authoritative experts and organizations can stand out authentically in competitive landscapes. His methodology centers on strategic ...
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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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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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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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Your Bookkeeping Matters is a no fluff, short and sweet podcast with fortnightly snackable tips about all matters bookkeeping and your business to guide you to do things the right way.
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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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Creative Context blends professional advice with a friendly, down-to-earth approach, making it a valuable resource for anyone navigating the complex relationship between clients and creative professionals. Through stories and practical tips, the podcast helps both sides understand each other’s perspectives and work toward more successful outcomes.
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Want to know how to Grow Your Clinic? In this podcast, the Clinic Mastery team share the stories and strategies of successful clinic owners so that you can confidently grow your clinic too. Check out clinicmastery.com to access the growth resources mentioned in the podcast.
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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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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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This podcast is dedicated to providing the key ingredients to transform your employees into a dream team that creates consistent results in every aspect of the business including; team empowerment, leadership, business development, communication hiring, and firing. As some of the country's leading staffing & management consultants, we help business owners (Entrepreneurs) and the team that support them (Intrapreneurs) to powerfully connect and work together to grow the business, together.
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This podcast is for online coaches! ⚡️ I'm your host, Ashley Rose, and I want you to have a fun, profitable, and stress free coaching business, and I really believe that systems and automations are the best way to keep you in the industry, helping as many people as you can for the long term. Friends don't let friends waste time in scattered spreadsheets and doing unnecessary manual work, and if you are listening to this, we are now friends!
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The Modern Selling podcast, hosted by Mario Martinez, Jr., is the go-to podcast for sales leaders, sales professionals, business owners, sales enablement leaders, and anyone responsible for generating revenue. Mario's guests are practitioners in the trenches, experts in their profession and influencers who are leveraging modern selling techniques to inspire you to create more sales conversations with your target buyer!
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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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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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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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#388 - From Bid to Build: Making It Happen
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Dillon breaks down what it really takes to get a construction project out the door, from managing massive equipment lead times to making real-time design decisions. Hear how design-build teams tackle complex projects, balance budgets, and find creative solutions to keep things moving—even when timelines and gear availability get tough. Try Surfboar…
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Coffee Chat Take 6: Easing Into January (You Don’t Need a New You)
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Welcome to the first Coffee Chat Take of the year! A bite-sized episode designed to feel like a quick voice note from a friend. This episode is an invitation to release the pressure that often comes with the start of a new year. Rather than rushing into reinvention or forcing momentum, Shannon reflects on why easing into January can be a powerful a…
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Casual Cocktail Conversations and Client Coffee Quarterly
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Casual Cocktail Conversations and Client Coffee Quarterly at The Truesdell Companies Wednesday, December 31, 2025 – Episode 526 Somewhere along the way, the financial services industry decided that the best way to talk to people about their money was to put them in a conference room with stale coffee, a PowerPoint presentation, and a sales pitch dr…
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By Paul Grant Truesdell, JD., AIF, CLU, ChFC
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#387 - Estimating with Evidence: Markets, Budgets, and Proof
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Try Surfboard & Autocircuit for free. Unlock $10,000 in credits. Put $500 down today. Hit activation in 7 days—your $500 is waived—no risk. After 14 days, if you don't save at least 10 hours, we'll give you an additional $5,000 in credits. Start Today at https://www.kowabungastudios.com/kowabunga-account-creation Comment your thoughts below and don…
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The Variable Annuity Money Pit Tuesday, December 30, 2025 - Episode 525 Now let's talk about variable annuities, which might be the most cleverly disguised fee machine the financial services industry ever invented. And I say that with the kind of admiration you'd give a con artist who manages to pick your pocket while shaking your hand. Here's how …
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By Paul Grant Truesdell, JD., AIF, CLU, ChFC
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By Paul Grant Truesdell, JD., AIF, CLU, ChFC
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By Paul Grant Truesdell, JD., AIF, CLU, ChFC
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By Paul Grant Truesdell, JD., AIF, CLU, ChFC
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By Paul Grant Truesdell, JD., AIF, CLU, ChFC
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By Paul Grant Truesdell, JD., AIF, CLU, ChFC
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By Paul Grant Truesdell, JD., AIF, CLU, ChFC
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By Paul Grant Truesdell, JD., AIF, CLU, ChFC
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By Paul Grant Truesdell, JD., AIF, CLU, ChFC
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By Paul Grant Truesdell, JD., AIF, CLU, ChFC
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The Cost Blindness Problem Let me tell you something that might sting a little, but sometimes the truth does that. After thousands of conversations over the years, I can tell you with near certainty that about half the people I sit down with simply do not want to know what they are paying. Not cannot know. Will not know. There is a difference, and …
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Reflecting on 2025: Surprises, Changes, and Lessons from the CM Team | GYC Podcast 339
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What actually worked in your clinic this year - and what didn’t move the needle at all? In our final episode of the Grow Your Clinic podcast for 2025, Ben, Hannah and Jack O’Brien sit down for a candid year-in-review inside the Clinic Mastery team. They unpack the changes that delivered unexpected wins, the ideas that sounded good but fell flat, an…
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The Bundled Financial Product Problem and How to Solve It
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The Bundled Financial Product Problem and How to Solve It Let me tell you something most financial advisors would rather you not think about. When you invest your hard-earned money into what the industry calls bundled financial products, you are paying for layers of costs that are about as transparent as mud in a Mississippi river bottom. Some of t…
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Adverse Possession and Why Every Property Owner Should Understand It
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Adverse Possession and Why Every Property Owner Should Understand It Use It or Lose It Is Not Just a Saying The Quiet Way Strangers Can Take Your Land Most people have never heard the term adverse possession until someone tries to take a piece of their land using it. By then, it is usually too late to do much about it except hire a lawyer and hope …
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#386 - Inside Data Centers: Power, Cooling and Construction Challenges
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Try Surfboard & Autocircuit for free. Unlock $10,000 in credits. Put $500 down today. Hit activation in 7 days—your $500 is waived—no risk. After 14 days, if you don't save at least 10 hours, we'll give you an additional $5,000 in credits. Start Today at https://www.kowabungastudios.com/kowabunga-account-creation Comment your thoughts below and don…
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1
The Big Beautiful Bill and What It Means for Real Estate Investors Over Fifty-Five
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Truesdell Wealth, Inc. The Big Beautiful Bill and What It Means for Real Estate Investors Over Fifty-Five When Washington Hands Out Candy, Check the Wrapper The Big Beautiful Bill and the Salesmen Who Love It On July 4, 2025, President Trump signed the One Big Beautiful Bill Act into law. The name alone ought to tell you something about how Washing…
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Onboarding New Graduates: Success Strategies in Their First 100 Days | GYC Podcast 338
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Starting a new graduate and hoping they’ll “figure it out” as they go? In this episode of the Grow Your Clinic podcast, we break down how to onboard new grads in a way that builds confidence fast and sets them up for long-term success. We unpack why early familiarity matters, how purposeful shadowing and getting reps in early accelerates competence…
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Keep Your Eye on the Ball This Christmas - Christmas Calm for Conservatives
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Keep Your Eye on the Ball This Christmas - Christmas Calm for Conservatives Merry Christmas, friends. Part of celebrating this season means wishing for peace on earth and goodwill toward your fellow men and women. That spirit of goodwill ought to extend even into the sometimes messy world of conservative politics. Now, if you've been paying attenti…
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Picking Your Pocket With a Permission The Paul Truesdell Podcast How medical inflation, healthcare consolidation, and congressional laziness are draining your wallet dry. Medical inflation is picking your pocket while Congress holds the door open. Every year, the bills get bigger, the explanations get longer, and the solutions get further away. Emp…
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Episode 338: 10x Impact, 10x Freedom: Redefining Success for Estate Planning Attorneys
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*]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "8690f272-7382-4eb9-ac03-ddcf9185e849" data-testid= "conversation-turn-10" data-scroll-anchor="true" data-turn= "assistant"> In this episode, Molly sits down with Elijah Angote, CEO & Founder of The Best Notary, to unpack…
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#385 - Building Better: Core Values & Innovation In Construction
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Checkout the Construction Corner Podcast wherever you find your podcasts! Try Surfboard & Autocircuit for free. Unlock $10,000 in credits. Put $500 down today. Hit activation in 7 days—your $500 is waived—no risk. After 14 days, if you don't save at least 10 hours, we'll give you an additional $5,000 in credits. Start Today at https://www.kowabunga…
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Rough Draft Technology Assistance Beginning – TAB The Paul Truesdell Podcast The AI Revolution in Insurance: Why the Seasoned Professional Still Matters Let me tell you something that ought to keep a lot of folks in the insurance industry up at night. Artificial intelligence is about to shake the foundations of how insurance gets written, sold, and…
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By Paul Grant Truesdell, JD., AIF, CLU, ChFC
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Start 2026 With Your #1 Project and This 90 Day Plan Approach | GYC Podcast 337
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Constantly busy, but not always moving your clinic forward? In this episode, we unpack how proactive planning for the new year helps clinic owners cut through distractions, avoid shiny object syndrome, and focus on the projects that actually move the needle. We break down how to choose the right priorities, set clear goals, and use simple planning …
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By Paul Grant Truesdell, JD., AIF, CLU, ChFC
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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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#384 AI and Automation: The Future of Engineering Firms
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Checkout the Construction Corner Podcast wherever you find your podcasts! Try Surfboard & Autocircuit for free. Unlock $10,000 in credits. Put $500 down today. Hit activation in 7 days—your $500 is waived—no risk. After 14 days, if you don't save at least 10 hours, we'll give you an additional $5,000 in credits. Start Today at https://www.kowabunga…
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Topic: PAC-3 MSE Missile Procurement and Budget Realignment (Army Procurement). "In a world bristling with ballistic missile threats, the Army’s ability to defend deployed forces is paramount. Yet, the initial budget request for the Patriot PAC-3 MSE interceptor—the kinetic bullet that hits the enemy bullet—contained a glaring accounting error. The…
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1. Strengthening the Sentinel Topic: Restoration of funding for the LGM-35A Sentinel ICBM (Air Force Procurement). "When it comes to national survival, there is no room for error and certainly no room for shortchanging the ultimate insurance policy of the United States: the nuclear deterrent. The Air Force budget request for the Sentinel ICBM—the s…
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Introduction: Truesdell Wealth: National Defense Authorization Act for Fiscal Year 26 Analysis Series
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SERIES INTRODUCTION: INVESTING IN SURVIVAL "Welcome back. Before we dive into the nuts and bolts of national defense, let’s get the disclosures out of the way so we can speak freely. You are listening to a production of Truesdell Wealth, a registered investment advisor where we don’t just track the market—we track reality. Many of you know we manag…
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The Heck Yes (or No Way!) Recruitment Playbook | GYC Podcast 336
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Hiring in a hurry and hoping for the best - only to pay for it later? In this episode of the Grow Your Clinic podcast, we break down why panic hiring is one of the biggest risks to clinic growth, and how a clear, multi-stage recruitment process helps you consistently hire the right people. We unpack a practical seven-step framework that goes beyond…
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TSD: S1E6 - Is SEO Dead Because of AI? The Real Answer (and What to Do Next)
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Guest Michelle Bourbonniere, PhD — SEO strategist, researcher, and founder of Words on the Rise Freebie: Cheat Sheet to Showing Up Well in AI Answers → words on the rise.com/ai What we cover Is SEO dead because of AI? What’s still true, and what’s changing The big shift: AI tools now have access to live search results (and why that matters for smal…
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#383 - The Realities of EV Charging: Challenges & Insights
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Checkout the Construction Corner Podcast wherever you find your podcasts! Try Surfboard & Autocircuit for free. Unlock $10,000 in credits. Put $500 down today. Hit activation in 7 days—your $500 is waived—no risk. After 14 days, if you don't save at least 10 hours, we'll give you an additional $5,000 in credits. Start Today at https://www.kowabunga…
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1
Episode 337: The Client Spotlight Series — Leading a High-Performing Remote Team: The Playbook of a Virtual Law Firm Leader
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*]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "8690f272-7382-4eb9-ac03-ddcf9185e849" data-testid= "conversation-turn-10" data-scroll-anchor="true" data-turn= "assistant"> In this episode, Molly sits down with Natasha Vontracek, Firm Director, Atticus Family Law, to u…
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Stop #22: Why the Smartest Funnels Start with a Quiz
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If you’ve been sitting on a quiz idea for months (or… 18 months 👀), this is your sign. Today, Lauren and Aurrie map out how to launch a quiz scrappy, use it as a data engine (not just a cute lead magnet), and build the “wings” after it’s already in the air. From results-first planning to routing logic, landing pages, email segmentation, and IG-era …
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By Paul Grant Truesdell, JD., AIF, CLU, ChFC
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695: Happy Project Share Time (2025 Edition)
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Show Description After a bit of gaming talk, Chris and Dave are sharing a bunch of cool projects that our Discord community members have been sharing over the past year including things like a web component based admin bar, shape CSS generators, new website portfolios, HTML-first web framework, email markup databases, miniature paintings, AI tools …
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The Agency Dilemma: Stop Paying for Marketing That Doesn’t Get New Patients | GYC Podcast 335
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Wondering what your marketing agency is actually doing, and whether it’s truly bringing new clients through the door? In this episode of the Grow Your Clinic podcast, we unpack the must-know foundations clinic owners need before handing over a single marketing dollar. We break down the core definitions that shape every campaign - what a real conver…
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#382 - The Construction Boom: Data Centers, Warehouses & More
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Checkout the Construction Corner Podcast wherever you find your podcasts! Try Surfboard & Autocircuit for free. Unlock $10,000 in credits. Put $500 down today. Hit activation in 7 days—your $500 is waived—no risk. After 14 days, if you don't save at least 10 hours, we'll give you an additional $5,000 in credits. Start Today at https://www.kowabunga…
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1
What's Coming in February to the Writer Craft Podcast? ANNOUNCEMENT Episode (Ep205)
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Erick is stepping away for some time. His mom just got diagnosed with cancer, so he wants to spend more time and bandwidth on her. And I'm moving to Costa Rica this month! In 2 1/2 weeks, so it is cray-cray over here. Fresh new episodes will arrive in February (with a little bit of a revamp) and a special series on getting back to your writing or c…
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The Top 5 Questions Every Clinic Owner Should Ask When Hiring | GYC Podcast 334
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Struggling to attract great team members and tired of scrambling every time a role opens up? In this episode of the Grow Your Clinic podcast, Ben and Bec unpack why adopting an “always be recruiting” mindset is one of the most powerful shifts a clinic owner can make. We explore how dedicating just a few hours each week to proactive recruitment buil…
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#381 - Acquisition Strategy: Growing Your Business Through Smart Mergers with Ozzie Nelson
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John “Ozzie” Nelson Jr. is Chairman and CEO of NELSON Worldwide, an award-winning design, architecture, branding, and consulting services organization operating across the country and globe. Under Ozzie’s leadership, the firm expanded from a one-office, traditional interior design firm with a single core competency to its current state of more than…
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Copying competitors can feel like the fastest path to growth, but more often than not, it backfires. In this episode of In Demand, Asia and Kim break down why copying other SaaS companies rarely works and what to do instead. They explore the difference between copying and inspiration, why context determines whether a strategy will succeed, and how …
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Stop #21: Josh Haynam on Building a 100M-Lead Product, 12 Years of Bootstrapping, and Why Speed Beats Perfection
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Every industry has one person quietly powering the success of thousands of brands—and in the quiz-funnel world, that person is Josh Haynam, Co-Founder & CEO of Interact, the quiz builder behind 100M+ leads, 1.3B quiz views, and some of the biggest brands and creators online. Bootstrapped, profitable, and still founder-led after 12 years, Interact h…
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