Best High Value Client Acquisition Podcasts (2025)

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Real Talk on Success, Mindset & Content With Dan Garzella 1:05:18

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3d ago1:05:18

1:05:18

In this episode, we’re joined by Dan Garzella, a highly respected entrepreneur and the founder of The Garzella Group, one of the fastest-growing independent insurance agencies in the U.S. Dan has built multiple successful businesses, mentors leaders across industries, and continues to guide entrepreneurs on scaling teams, simplifying systems, and c…

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You Don’t Need More Leads, You Need Better Conversations- With Kwame Agyei 40:06

5d ago40:06

40:06

Most accounting firms are burning cash on cold leads and broken outreach funnels, but what if that’s not your real growth problem? In this episode, I sit down with Kwame Agyei, founder of Appoynt, to reveal what actually scales firm growth: community, relationships, and real conversations. Kwame´s built a global team across Africa and shares how sh…

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The Value Factory Podcast | Episode 46 - J.R. Covey 40:27

11h ago40:27

40:27

On this episode of The Value Factory Podcast, host Andrew Ballard talks with J.R. Covey—sales psychologist, OneAccord principal, and creator of Narrative Powered Success—about the stories that drive or destroy performance. J.R. explains how cognitive behavioral and narrative therapy principles reveal the fears, habits, and self-limiting beliefs tha…

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The Value Factory Podcast | Episode 45 - Kim Frost 37:41

11h ago37:41

37:41

On this episode of The Value Factory Podcast, Andrew Ballard talks with Kim Frost, founder of Frost Connections and Managing Principal at OneAccord, about the truth behind why hiring feels harder than ever. Kim breaks down what most leaders get wrong—not a hiring problem, but a clarity problem—and how alignment, transparency, and preparation turn g…

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Mastering Sales, Technology & Business Success with Michelle O’Connor 1:06:16

10d ago1:06:16

1:06:16

We had the pleasure of sitting down with Michelle O’Connor, a seasoned insurance professional with over 25 years of experience, to talk about the ins and outs of growing a successful business. From mastering follow-ups and building consistent sales processes to leveraging technology and AI to better serve clients, Michelle shares practical insights…

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Your Bookkeeping Isn’t Broken. Your Strategy Is - With Cameron Williams 36:13

13d ago36:13

36:13

Most firm owners stay stuck under $10K/month because they think “good work” is enough. It’s not. Cameron Williams got fired while expecting his first child. Since then, he’s built KynLi Consulting, helped clients save $2M+ in taxes, and built a lean CFO firm with a 7-person team. In this episode, he breaks down the real steps that helped him scale,…

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The Value Factory Podcast | Episode 44 - Nick Knutsen 36:45

12d ago36:45

36:45

On this episode of The Value Factory Podcast, Andrew Ballard talks with Nick Knutsen, founder of Tahoma Tech and principal at OneAccord, about how conversation intelligence is changing the way B2B sales teams operate. With a background spanning Amazon Web Services, Zoom, and AI innovation, Nick explains how recording, analyzing, and automating meet…

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David Meikle: Two Pints & a Puppy - How to Measure Trust 1:05:25

11d ago1:05:25

1:05:25

How do we earn keep and maintain trust in our working relationships? Over the next 3-5 years it’s going to be the only thing left that separates us from the robots. David Meikle is here to discuss the role that trust plays in the world of advertising and marketing communications. Trust isn’t just a critical driver of efficiency and revenue, but it’…

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How Much Should I Spend On Facebook Ads - Ep. 102 22:21

16d ago22:21

22:21

How Much Should I Spend On Facebook Ads If you got value from this episode, leave us a review and share this with someone it can help :)) Schedule a free call today and let's chat about putting a system in place that generates qualified leads, appointments, and high-ticket sales on autopilot: https://drogonconsulting.co/growth-call-page…

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The Value Factory Podcast | Episode 43 - Lawrence Lerner 16:20

17d ago16:20

16:20

On this episode of The Value Factory Podcast, Nick Anderson and Lawrence Lerner dig into one of the most critical—and most misunderstood—elements of leadership: trust. They unpack what real trust looks like between boards and executives, why “the job of the board is not to run the company,” and how communication, clarity, and clean agreements shape…

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Life Insurance Insights with Brian Greenberg 38:39

19d ago38:39

38:39

We’re joined by Brian Greenberg, founder of True Blue Life Insurance, to discuss how agents can combine AI, automation, and traditional strategies to grow their business. From improving lead conversion and designing effective landing pages to harnessing client reviews and maintaining persistence in sales, Brian breaks down the tools and mindset tha…

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Still Billing by the Hour? It’s Why You Can’t Scale - With Debra Kilsheimer 42:19

8d ago42:19

42:19

Most accountants are losing business and don’t even realize it. In this episode, we break down the 3 silent killers that are costing firms revenue, retention, and referrals, starting with outdated pricing models and ending with what your clients actually care about (hint: it’s not your reconciliations). Debra Kilsheimer joins to share what actually…

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The Value Factory Podcast | Episode 42 - Kurtis Hanni 53:53

12d ago53:53

53:53

On this episode of The Value Factory Podcast, Nick Anderson talks with Kurtis Hanni, Founder of Bison CFO, about where profit really goes—and why it disappears as you scale. Together they unpack the hidden mechanics behind pricing, margin erosion, overhead creep, and the operational blind spots that quietly drain cash. Kurtis brings clarity to fina…

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High-Ticket Businesses: Here’s How To Start Selling Low-Ticket Offers | Ep. 101 28:44

22d ago28:44

28:44

High-Ticket Businesses: Here’s How To Start Selling Low-Ticket Offers If you got value from this episode, leave us a review and share this with someone it can help :)) Schedule a free call today and let's chat about putting a system in place that generates qualified leads, appointments, and high-ticket sales on autopilot: https://drogonconsulting.c…

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The Value Factory Podcast | Episode 41 - John Steckler 54:37

19d ago54:37

54:37

On this episode of The Value Factory Podcast, Nick Anderson sits down with John Steckler, a veteran sales strategist and OneAccord Partner, to unpack the real mechanics of growth. From self-storage to high tech to healthcare, John has spent decades helping companies stuck in decline rediscover how to sell, price, and scale smarter. He shares why fr…

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From Stable Job to Independent Operator With Nathan Glass 53:55

18d ago53:55

53:55

In this episode, we’re honored to have Nathan Glass, founder of Utopia Risk, to explore the strategies behind making smarter business decisions. Nathan shares his insights on identifying the right people to work with, whether it’s for hiring, partnerships, or long-term collaborations. He dives into how everyday conversations reveal values, why unde…

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Get a Flood of Inbound Leads with Zero Cold Outreach 59:11

27d ago59:11

59:11

You’re not invisible. You’re just not on Google. In this special workshop episode, you'll learn the exact strategy that's generated: $125K of new revenue in 49 days (Shaun) 113 inbound calls in 16 days (Shalini) $83K in five months (Justin) If you’re tired of referrals drying up or watching competitors win business that should be yours, this is you…

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The Value Factory Podcast | Episode 40 - Rob Torres 22:53

23d ago22:53

22:53

On this episode of The Value Factory Podcast, Nick Anderson talks with Rob Torres, District Manager at Insperity, about strategy, growth, and the real-world value of people. Rob breaks down what a PEO (Professional Employer Organization) actually does—and how Insperity helps companies turn HR from a cost center into a competitive advantage. Drawing…

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Why You ShouId Go AII-In On Paid Ads Right Now | Ep. 100 27:35

30d ago27:35

27:35

Stop treating your advertising budget like an expense and start building a revenue-generating asset. In this episode, I break down why most entrepreneurs stay stuck at the same revenue level for years – despite having profitable campaigns that should be scaling exponentially. If you got value from this episode, leave us a review and share this with…

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The Value Factory Podcast | Episode 39 - John Martinka 49:52

27d ago49:52

49:52

On this episode of The Value Factory Podcast, Nick Anderson and John Martinka of Nokomis Advisors dive deep into growth by acquisition—when it works, when it doesn’t, and what it really takes to make it pay off. They unpack why some owners chase “boring business” deals with no cash down and lose, while others scale smart through strategic buys, int…

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Mastering Insurance, Content & Carrier Strategy With Mark Flockhart 51:40

16d ago51:40

51:40

Mark Flockhart, founder of Valor Insurance Group, shares his journey from exploring different roles in the insurance industry to building one of the most trusted independent agencies. He dives into how he combined his experience in sales, content creation, and training to create a system that helps clients and agents thrive. In this episode, Mark t…

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AI Won’t Kill Your Firm, But This Mistake Will - With Justin White 32:27

1M ago32:27

32:27

Most accountants aren't losing to AI, they're losing to their own bad systems. In this episode, we sit down with Justin White, founder of JBookkeeping and a former trades business owner who’s now built a fast-growing remote firm on precision, responsiveness, and no-BS service. He shares: What actually builds trust and wins clients in 2025 Why most …

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The Value Factory Podcast | Episode 38 - Harrison Schenck 43:56

1M ago43:56

43:56

On this episode of The Value Factory Podcast, Nick Anderson sits down with Harrison Schenck—entrepreneur, consultant, and founder of Clients Through Social (CTS) Incubator—to talk about the hard truth behind leaving your W-2 for independent consulting. Harrison shares how a layoff and a missed moment with his son pushed him to build a million-follo…

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Aaron J Reardon: Digital Weirdness Halloween Video special 53:33

30d ago53:33

53:33

A totally new interview with audio drama expert Aaron J Reardon, recorded in time for Halloween - on video. And if that's not weird enough.. In this show, we discuss the massive growth of the audio drama genre. How creative effort beats budgets every time. Aaron's two biggest hits Plant Murder and Selene have already won awards for innovation and p…

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The Value Factory Podcast | Episode 37 - Chris Stitt 36:55

1M ago36:55

36:55

On this episode of The Value Factory Podcast, Andrew Ballard talks with author and former U.S. Diplomatic Security Service special agent Chris Stitt, founder of CrisisLead LLC and author of Scaling Pyramids: Leadership Lessons from a Mid-Level Bureaucrat. Chris unpacks how structure, process, and leadership intersect—why managing programs isn’t the…

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The Empathetic Conversation With Dr. Nicole Price 56:37

1M ago56:37

56:37

Discover the real power with the impact of empathy with Dr. Nicole Price. Nicole is an amazing speaker incorporating her skills into human connections and eliminating the missing parts required to strengthen sales, relationships or leadership. Her Book “Spark the Heart: Engineering Empathy in Organization” has great lessons to understand the meanin…

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The $3M IRS Fix You’ll Never Hear About on TikTok - With Brandon Adjei 33:11

1M ago33:11

33:11

Lost your office, denied by FEMA, and broke? Here’s how Brandon Adjei bounced back and saved his clients over $3 million in the process. In this episode, Brandon shares how Hurricane Harvey nearly wiped out his firm and how pro bono work with the IRS transformed his business forever. What we cover: • How one client’s $1.3M IRS bill became just $150…

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The Value Factory Podcast | Episode 36 - Wade Sugiyama 1:14:27

1M ago1:14:27

1:14:27

On this episode of The Value Factory Podcast, Nick Anderson sits down with Wade Sugiyama—StoryBrand Certified Guide, marketing strategist, and founder of Guide the Hero Consulting—to unpack how storytelling transforms business. Wade shares how the “hero versus guide” mindset shift reshapes marketing, leadership, and brand messaging in an age where …

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How Susana Gibb Combined Creativity with Insurance 1:07:23

1M ago1:07:23

1:07:23

In this episode, we explore the remarkable journey of Susana Gibb, who transitioned from a theater major and professional actress to a thriving insurance entrepreneur. Susana's story demonstrates how creativity and entrepreneurship can flourish together, from performing on stage to running her own agency. Susana discusses how her acting background …

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The Value Factory Podcast | Episode 35 - Steve Nasca 27:13

1M ago27:13

27:13

On this episode of The Value Factory Podcast, host Andrew Ballard talks with Steve Nasca, Principal at OneAccord and seasoned CEO, about what happens when a company outgrows its founder. Steve breaks down the “Founder’s Dilemma”—the moment when a craftsperson’s talent builds a business that exceeds their capacity to lead it. Drawing from 25+ years …

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Everyone Wants to Be a CFO. Here’s Why Most Will Never Make It - With Kevin Appleby 32:05

2M ago32:05

32:05

You’ve done the work. You’ve climbed the ladder. So why does the CFO title still feel out of reach? Kevin Appleby, COO of GrowCFO and mentor to hundreds of finance leaders, reveals: • The 3 invisible blockers keeping smart finance pros from stepping up • Why “imposter syndrome” shows up right after your promotion • What most people get completely w…

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The Value Factory Podcast | Episode 34 - JR Covey 58:37

2M ago58:37

58:37

On this episode of The Value Factory Podcast, Nick Anderson welcomes JR Covey—OneAccord consultant and creator of Narrative Powered Success—to unpack how the stories we tell ourselves shape our lives, our sales, and our leadership. With roots in neuroscience and behavioral psychology, JR breaks down how fear, motivation, and mindset intersect to dr…

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The Value Factory Podcast | Episode 33 - Pamela Mattson 28:30

2M ago28:30

28:30

On this episode of The Value Factory Podcast, Nick Anderson sits down with Dr. Pamela Mattson—executive coach, culture strategist, and thought leader on leadership in the age of AI. Pamela helps organizations close the gap between who they say they are and who they truly are, unpacking what it means to lead when intelligence itself is now shared be…

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Untold Power of Insurance with Andrew Engler 1:07:23

2M ago1:07:23

1:07:23

In this episode we have Andrew Engler, the Co-founder and CEO of Kettle who has built groundbreaking strategies that combine insurance, technology, and real-world mitigation to lower premiums, reduce risk, and protect communities. This conversation is bold, refreshing, and packed with insights that could redefine how we approach risk in the modern …

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You’re Not a Real CFO (Yet): Why Most Firms Never Land High-Value Clients - With Brett Frevert 31:41

2M ago31:41

31:41

“Are you a real CFO?” That’s the question clients are now asking, because not all “fractional CFOs” are created equal. In this episode, Brett Frevert (Founder of CFO Systems, Inc. and 9-time Inc. 5000 awardee) breaks down: • Why “bookkeeper to CFO in 90 days” is hurting the industry • The 4 levels of business conversations and why most pros are stu…

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The Value Factory Podcast | Episode 32 - Chris Keody 28:56

2M ago28:56

28:56

On this episode of The Value Factory Podcast, Nick Anderson sits down with OneAccord consultant Chris Keody to talk about the grind, the heart, and the discipline behind building a small business that lasts. From film school dreams and sushi-bar chaos to helping founders scale sustainably, Chris shares what he’s learned about patience, process, and…

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The Tax Strategy Rich People Use (But Never Talk About) - With Daniel Lake 39:32

2M ago39:32

39:32

$40,000,000. That’s how much Dan Lake’s clients have saved on taxes and most people have never even heard of the strategy. In this episode, Dan reveals how he helps CPAs and high-net-worth individuals shrink tax bills using solar tax equity deals most pros overlook. You’ll learn: • Why mortgages are one of the worst financial tools • How W-2 earner…

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The Value Factory Podcast | Episode 31 - John Martinka 51:02

2M ago51:02

51:02

On this episode of The Value Factory Podcast, Nick Anderson sits down with John Martinka of Nokomis Advisors to examine how uncertainty in tariffs, government contracts, and economic swings are reshaping the M&A market. John explains why dependencies—on outdated systems, single machines, or key people—can crush enterprise value, and how transparenc…

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The Value Factory Podcast | Episode 30 - Chris Cazares 1:09:26

2M ago1:09:26

1:09:26

On this episode of The Value Factory Podcast, Nick Anderson welcomes Chris Cazares, founder of Polaris Injury Law, veteran JAG officer, and president of Seattle Executives. Chris shares his journey from growing up on the Texas–Mexico border, to defending Guantanamo detainees, to leading in the courtroom as a personal injury attorney. He explains wh…

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Breaking The Old-School Insurance Model With Melissa Dillon 46:34

2M ago46:34

46:34

In this episode, we had a conversation with educational consultant, Melissa Dillon. She shared how redefining failure can transform the way we learn, work, and live. From healing old classroom wounds to building confidence in careers, this conversation dives into resilience, mindset, and the power of persistence. Join the elite ranks of P&C agents.…

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Most Accountants Are Giving Away Their Most Valuable Work - With Jackie Meyer 25:57

2M ago25:57

25:57

She sold her firm for 7 figures with just 56 clients. Here's how she did it. Jackie Meyer, CPA, founder of TaxPlanIQ and leader of the proactive accounting movement, is done watching firms burn out and undercharge. In this episode, she breaks down: • The ROI method that turns tax advice into a 5-figure service • How to quote tax planning with confi…

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The Value Factory Podcast | Episode 29 - Keith Ferrin 55:52

2M ago55:52

55:52

On this episode of The Value Factory Podcast, Nick Anderson sits down with Keith Ferrin—speaker, coach, and storyteller—to unpack the true purpose of communication. Keith shares how his journey from worship leader to corporate coach revealed a universal truth: clarity breeds confidence and unleashes creativity. Together they explore why most leader…

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Choosing Love in Business & Marriage With Brian Ahearn 58:24

2M ago58:24

58:24

In this episode, we sat down with a speaker, coach and consultant Brian Ahearn where he shared the real influence and a key to unlock your potential associated with love. This episode was all about choosing love, balancing life, focusing on a partner's positivity and making bonds with people connected with you. Join the elite ranks of P&C agents. S…

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Stop Building a Business That Steals Your Freedom - Jaime Rodriguez 30:59

2M ago30:59

30:59

He scheduled his wedding around payroll. That’s when he knew something had to change. Jaime Rodriguez, CEO of Bookkeepers.com, has helped over 17,000 students turn their skill into a scalable business. In this episode, he shares the real lessons that most freelancers and early-stage business owners miss: • The two personality types that sabotage th…

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The Value Factory Podcast | Episode 28 - John Martinka 1:00:02

2M ago1:00:02

1:00:02

On this episode of The Value Factory Podcast, we sit down again with John Martinka of Nokomis Advisors to unpack the real challenge of owner dependence in privately held businesses. From contracts that bottleneck at the top to sales pipelines that rely too heavily on the founder, John explains why scaling requires rules, training, compliance, and a…

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The Real Keys of Insurance Success With Roger Short 52:48

2M ago52:48

52:48

In this episode, we sat down with Roger Short an amazing entrepreneur with great experience in multiple ventures for over 25 years. He discussed the ideas of building trust and scaling agency beyond price. Roger’s contribution as the co-founder of Life Insurance Academy has made him successful through consistency and rethinking the insurance sales …

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The Value Factory Podcast | Episode 27 - Lawrence Lerner 40:52

3M ago40:52

40:52

On this episode of The Value Factory Podcast, host Andrew Ballard sits down with Lawrence Lerner, Managing Principal at OneAccord, to explore how complexity, crisis, and culture can be engineered into opportunity. Lerner brings decades of experience driving more than $1 billion in revenue impact, guiding digital transformation, and helping organiza…

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AI Isn’t the Future of Accounting, It’s Already Killing Off the Old Way - With Daniel Moshe 34:25

3M ago34:25

34:25

AI isn’t coming for accounting, it’s already here. And it’s quietly rewriting who wins and who falls behind. In this episode, Daniel Moshe, CEO of TechGuru, breaks down how smart firms are already using AI, cybersecurity, and modern tech stacks to: • Attract better-fit clients (and actually land them) • Add capacity without burning out staff • Win …

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The Value Factory Podcast | Episode 26 - Craig Dickens 51:28

3M ago51:28

51:28

In this episode of The Value Factory Podcast, Nick Anderson sits down with Craig Dickens of Merit Investment Bank to break down the mechanics of exiting a company and the capital strategies that unlock both growth and freedom. Drawing on experience from 13 personal exits and dozens of client transactions, Craig explains how to choose the right capi…

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From Brand to Growth Engine: The 9-Month Build Behind Lead Better HQ 43:05

2M ago43:05

43:05

After nearly two decades as an entrepreneur and a decade leading Brand Better, Nicole Harlow returns to the mic to share the real story behind the last nine months—why she evolved from “just branding” to launching Lead Better HQ, a HIPAA-compliant marketing + automation platform for functional medicine clinics. This candid episode covers the lesson…