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Practice Sales Podcasts

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A show dedicated to accountants and bookkeepers who are looking to grow their practice. We deep dive into both the theory and the exact steps you need to grow your practice in the way you always dreamed. You will learn marketing, sales, hiring, management, pricing... everything it takes to scale a practice. The one thing we don't talk about are accounting skills. You already have those. What we do is give you business skills.
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"How to Open an Optometry Practice" is your ultimate guide to building and managing a successful optometry business from the ground up. Whether you're a recent graduate or a seasoned professional, this podcast will provide actionable insights on site selection, real estate negotiations, practice design, construction, securing loans, and mastering the balance between clinical care and sales. Join us as we share expert advice, real-world strategies, and inspiring stories to help you create a t ...
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Get ready for an unfair advantage over your competition! This is The Sales Edge Podcast where globally recognized sales expert and trainer Joe Pici helps you sharpen your sales skills for booking more appointments and closing more deals.
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Neil Patel and Eric Siu bring you daily ACTIONABLE digital marketing lessons that they've learned through years of being in the trenches. Whether you have a new website or you're an established business, you'll learn the latest SEO, content marketing, social media, email marketing, conversion optimization and general online marketing strategies that work today from people that actually practice marketing and operate business. Approaching 100M downloads with 2,500+ episodes, you're sure to fi ...
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Welcome to the podcast where driven salespeople learn to master prospecting, sales, negotiation, and success. Mark Hunter, The Sales Hunter trains sales teams all over the world in sales process, mindset, and motivation–now he's bringing his expertise to you. Each week, Mark invites sales and business leaders, and together they deliver insights to help you learn something new and put it into practice. This show isn't just to entertain you, it's to fire you up! Knowledge is power. Mark's goal ...
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Have you wondered what it takes to thrive in the accounting industry? Or how the experts established their successful careers? Learn from industry experts with Canopy. In each episode of the Practice Success Podcast, Canopy takes a deep dive with accounting professionals, exploring their career trajectory, extracting advice for firms, and discussing the latest trending topics.
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Group Practice Accelerator

Jamie West Falasz and Diwakar Sinha

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The team at Polaris Healthcare Partners shares education, tactics, and strategies to help you launch and scale your group healthcare practice. We bring decades of experience in working with hundreds of clients to help you accelerate your learning curve while minimizing your chances for mistakes. Learn more at https://www.polarishealthcarepartners.com
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Breaking BizDev

John Tyreman & Mark Wainwright

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What does "business development" mean anyways? On Breaking BizDev, John Tyreman and Mark Wainwright break down, beat up, and redefine that nebulous term 'business development' for the modern professional services firm. Subscribe to this podcast to get sales and marketing advice that you can actually put into practice right away. Whether you're an expert doer-seller, firm owner, or a dedicated sales/marketing pro, each episode will help you understand your buyers and win new business. Subscri ...
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Accountant's Flight Plan

Brannon Poe; Poe Group Advisors

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Welcome to The Accountant's Flight Plan, where we guide you toward building a top-tier CPA firm that you would want to buy. With over 20 years of working with accountants in mergers and acquisitions, Brannon Poe, CPA delves into engaging and vital topics with industry leaders. Unpacking everything from transition planning and accounting practice sales to practice management and firm development, Brannon equips you with the tools you need to build the practice of your dreams. Whether you are ...
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Growth Dynamics, LLC is pleased to present quick-hitting sales coaching, training and tips through our "Growth Dynamics Get Down" podcast. Tune in on Monday morning for our audio version"Monday Morning Manager" and don't forget to do the drill and send in your goals! If you want the MMM in your inbox join our mailing list at www.GrowthDynamicsOnline.com.
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Sales Pipeline Radio

Matt Heinz, Heinz Marketing

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We feature the brightest minds in B2B sales and marketing, sharing secrets to driving greater volume, velocity and conversion of sales pipelines in any industry. We cover the entire pipeline– demand generation, lead management, sales effectiveness, technology and more– all focused on helping you find, manage and win more business.
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Welcome to The Sales Transformers Podcast, where Sales and Business Unit Leaders learn to ignite rapid change! Struggling to shift your sellers’ behaviours as rivals surge ahead? Need a Seller Experience that drives rapid results? We’re Chris and Matt, seasoned pros from Sales Growth Team and we’re joined by stellar guests. No academic fluff—we’ve walked in your shoes, and we’re here to help you turn cynical sellers into revenue powerhouses and make best practice your practice. Learn from ou ...
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Welcome to Life Matters: A Penn Mutual Podcast, a show dedicated to helping financial professionals tap into the latest advanced sales strategies and learn from industry experts on tips and tactics to grow their practice. With seasoned Advanced Sales VP, Bill Bell, as the podcast’s host, listeners can expect episodes packed with insight, energetic conversations, and a fun and exciting take on life insurance topics that matter most. So whether you're looking for expert perspectives on the lat ...
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Bodcast - delivers you expert advice on how to make your dental practice a more profitable and sustainable business. Featuring interviews with key industry figures, hints and tips on a variety of subjects from wellbeing in dentistry to analysis of the dental landscape, along with real-life experiences of dental teams, there’s plenty to intrigue, inform and entertain.
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The Healthpreneur Show with Yuri Elkaim (formerly Profitable Practice Secrets) is all about helping you fill and scale your health practice by working smarter, not harder. You'll get the NO BS truth about what it takes to succeed in business and the strategies to help you do so. If you're ready to build a more profitable practice that transforms 10x as many lives, while working half as much, then subscribe today.
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Welcome to 'It Depends', a sales tax podcast hosted by Brian Greer and Jeff Meigs from TaxConnex. In this podcast, we’ll be exploring different aspects of sales and use tax. So whether you’re a tax pro or a novice, in industry, school or a practicing CPA, tune in and join us as we attempt to simplify the complexity of the sales tax world. This is ‘It Depends.’ Because with sales tax, there is rarely just one answer. And often that’s our answer to many questions – it just depends. Brian - Chi ...
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Managing Your Practice

Dimensional Fund Advisors

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Managing Your Practice is dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. Dimensional Fund Advisors delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We help advisors leverage those insights when making the critical business decisions successful firms face every day. The information is provided in good faith without any warra ...
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The Financial Beast Podcast for Practice owners is designed for practice owners to get vital info on financial matters that concern them both personally and professionally. Additional to help them get into ”Financial Beast” mode and stay there so they can achieve all of their financial goals. A financial beast is debt free, protected, invested and set for life!
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CSA farmer and marketing specialist Corinna Bench from MyDigitalFarmer.com and Shared Legacy Farms brings you the My Digital Farmer podcast, revealing the best online marketing strategies you can apply to your retail farm business to help you grow your leads and sales. These days, it's not enough to just grow your product. You've got to be able to sell it too. In this podcast you'll be exposed to the fundamentals of marketing theory and practice so you can apply them to your own business.We' ...
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The High Ticket Success Podcast

highticketsuccesspodcast

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Dave Dubeau hosts The High Ticket Success Podcast, where real talk meets actionable growth tactics for premium coaches and consultants. Each episode features in-depth interviews with top-tier coaches who share their hard-earned insights, strategies, and behind-the-scenes stories of building thriving high-ticket businesses. Whether you're looking to scale your coaching practice, refine your sales approach, or cultivate an unshakable success mindset, this podcast delivers the wisdom and practi ...
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Ever wondered how to use your experience to start or grow a business? The First Customer intimately dissects successful entrepreneurs journeys to their first customer. Learn from practical real-life examples of regular people transforming into superheroes by starting their own business. Buckle up … the rocket is taking off!
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The Profitable Nutritionist® is a podcast for holistic nutritionists and health coaches who are ready to make more money and help more people...WITHOUT relying on social media. That's right: You'll learn simple, effective, evergreen marketing and sales strategies and tools to grow your health and wellness business organically so you can impact more people without sacrificing your own health and sanity along the way. After almost 20 years as a successful full-time entrepreneur in 3 different ...
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"Be the change you want to see in the world” sounds cliché until you meet the people who are actually putting it into practice. Hosted by Jenn Wilson, founder of the International Day of Consent, the Irregular Humans podcast invites us to stop trying to fit in and start reshaping the world around our extraordinary uniquenesses. Episodes include Jenn’s solo insights and honest conversations with fellow ‘irregular’ change-makers, activists and purpose-driven entrepreneurs to inspire your own p ...
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Real Money Talks

Loral Langemeier

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As an entrepreneur, small business or practice owner, or high-level executive, do you ever find yourself wondering if you’re using all the tax, entity and wealth strategies available to you or if your investments are truly producing all they could be? Happily, you don’t have to put up with that any longer. I have the solution. Real Money Talks! We're having the right conversation about money.
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A Podcast for healthcare supply chain managers, value analysis professional and anyone who manages a supply budget or cost management initiatives in a healthcare organization today. Robert T. Yokl, President & Chief Value Strategist will share (with special guests) his over 35 years of healthcare supply chain operation, consulting and training in the latest strategies in Cost Management, Cost Avoidance and Reducing Overall Supply Chain Spend While Dramatically Improving Quality and Customer ...
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Byte Sized

Adrian Lefler

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Cut through the AI noise with Adrian Lefler, a 15-year dental industry veteran who's actually using this stuff. No theory, no sales pitches, just the tactical AI implementations that are transforming dental practices right now. In 20-30 minute episodes, Adrian brings you real practitioners sharing exactly how they're using AI tools like ChatGPT, Perplexity, Gemini, and other LLM's to save time, increase revenue, and stay ahead of the curve. Whether it's automating patient communication, stre ...
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Signature Buzz

Brandon Roberts

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Want to become the trusted agent for your friends, family and community? Want the latest real estate news, trends and legal developments for Nevada and Utah? Want to connect with the rest of the Signature Real Estate family? Then Signature Buzz is YOUR weekly sales meeting! Join us each Wednesday as Brandon and Chris dive into the issues you care about, equipping you with the latest information, and giving you actionable insights, tools and skills. Our goals are to help you sell more homes a ...
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Is AI an ally or adversary? Get Your AI Injection and learn how to transform your business by responsibly injecting artificial intelligence into your projects. Our host Deep Dhillon, long term AI practitioner and founder of Xyonix.com, interviews successful AI practitioners and domain experts to better understand how AI is affecting the world. AI has been described as a morally agnostic tool that can be used to make the world better, or harm it irrevocably. Join us as we discuss the ethics o ...
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Rockstar CMO FM

Rockstar CMO

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In this 5-star rated weekly B2B marketing podcast, host and 4xCMO Ian Truscott says he's no rockstar, but with his chums, he shares marketing street knowledge, authentic, practical marketing strategy advice that will bring out the rock star marketer in you. A show that Jason Falls described as a "variety show for marketers". Learn more, follow, and get the show notes at https://rockstarcmo.com.
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Practical Prospecting

Jed Mahrle and Troy Barter

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Join Jed Mahrle and Troy Barter as they dive deep into the latest edition of the Practical Prospecting newsletter—trusted by over 30,000 sales pros. Each episode breaks down the newest newsletter's key tactics, tips, and strategies with behind-the-scenes context, real-world examples, and actionable tips to help you get more positive email replies, faster. Whether you’re a seasoned SDR, AE, or sales leader, this is your no-fluff guide to executing what works right now in outbound email prospe ...
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AGrowth Agency

AGrowth Agency

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Agrowth provides premium ad account services for industry-leading platforms including Google, Meta, TikTok, Bing, and over 106 others. The company was founded by a team of advertisers and tech enthusiasts with more than 10 years of experience. Business Name: AGrowth Address 1:6th Floor, Song Da building, 131 Tran Phu, Ha Dong, Hanoi, 100000. Phone 1: (+84) 865 497 283 Address 2: 701 Tillery Street, Unit 12, 2690 Austin, Texas, USA, 78702. Address 3: Fu Tao Building, 98 Argyle Street, Mongkok ...
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To access all 600+ Business English Podcasts visit our website at: www.businessenglishpod.com. Learn business English conversation and listening skills, vocabulary, idioms, and more with effective business English lessons on everything from meetings, presentations, negotiations to sales, job interviews and finance. Our Business English lessons are designed to help you understand the language that we use to communicate and the reasons why we use it. Our goal is to teach natural and effective ...
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Beauty and the Biz

Catherine Maley, MBA

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Learn the Tactics and Strategies to take your Cosmetic Practice to the Next Level. Catherine has helped many practices double or even triple their revenue, all while creating a magnetic environment that encourages word-of-mouth referrals and repeat patients. Her proven, dynamic approach to marketing, advertising, sales and customer relations has been continually developed and refined for over 40 years. Starting as an interdisciplinary Staff Coordinator with the Illinois State Medical Society ...
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Black Girls Consult TOO!

Dr. Angelina Davis

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The Black Girls Consult Too! podcast provides a business resource for women in consulting, especially women of color, to successfully navigate a hyper-masculine, highly competitive industry. It demystifies how to start and grow a thriving consulting business by simplifying the process and helping to avoid common pitfalls that can derail even the best ideas. Each episode is crafted to dive deep into consulting practice, business strategy, mindset, and more. For more information, visit www.exc ...
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There are 6,000 contact centres in the UK - this is the 1st podcast dedicated to the world of the contact centre. Perhaps still an industry with a negative perception externally, the reality is very different & very positive. This is a podcast all about best practice in Contact Centres &what vibrant, vital, diverse, exciting engagement places they really are. I’ll be chatting to people who know their stuff and are doing great things. This podcast is independent and a proud supporter of Naomi ...
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Want to grow your practice? The Physician Growth Accelerator is the premier weekly podcast for private practice physicians — delivering actionable, game-changing insights to help you balance the art of excellent patient care with the demands of running a successful practice. From optimizing your practice's operations to harnessing predictable revenue growth to crafting an exit strategy, we've got you covered. Developed and produced by TrackableMed — creators of the popular Medical Sales Acce ...
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Dentists, Puns, and Money is a podcast focused on two things: The financial topics relevant to dentists leaving clinical practice and the stories and lessons of dentists who have already done so. 1. The stories of dentists who have transitioned from full-time clinical dentistry. 2. The financial topics that are relevant for dentists making that transition. If you’re a dentist thinking about your exit from clinical, and you’d like to learn from the experiences of other dentists who have made ...
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SharkPreneur

Kevin Harrington & Seth Greene

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Welcome to the Sharkpreneur Podcast with Kevin Harrington and Seth Greene. Kevin Harrington is the inventor of the infomercial, one of the original sharks from the hit tv show shark tank, and has generated over 5 billion dollars in TV and digital direct response sales. Seth Greene is the world’s #1 trusted authority on cutting edge direct response , a best-selling author, the only 3x Marketer Of The Year Nominee, and the founder of http://www.MarketDominationLLC.com On the podcast, Kevin & S ...
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"Build Your Sales Machine" hosted by Theo and ZZ from Out2Bound. In weekly episodes, they will teach you b2b tech sales strategies, tactics, tools, and mindset to help you build your sales machine the right way. After selling for more than 130 tech companies, Out2Bound share experiences from everyday sales practice and real problems solutions. With each episode, you will learn something actionable that will assist you in building your tech sales machine.
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The Rocket Chiropractic Podcast is a business and marketing podcast created for everyday chiropractors who want simple, honest, and practical advice. Hosted by Dr. Jerry Kennedy, the show provides common-sense, patient-centered strategies that small and solo chiropractic practices can start using right away. Most listeners are chiropractors who are getting started, chiropractors who feel stuck or overwhelmed, or chiropractors who are trying to DIY their own marketing. If you run a micro prac ...
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One on one mentorship saved my business. So I decided to share that process starting with a 200-word blog post. Fast forward to today and my mentorship practice is a 21 million dollar worldwide company with a team of 50 professional mentors. Scaling from a tiny gym business to one of the largest mentorship practices in the world meant developing simple systems that could be taught easily to others. But building a movement requires leading by example, and showing people that business isn’t ev ...
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If you want to improve your sales results, first focus on the quantity and quality of sales calls. While this may sound blatantly obvious, it's often neglected, and more rarely ever the focus of an organization's efforts. Yet, it's the keystone event in the sales process. Whether you are a salesperson, a sales leader or the Chief Sales Officer, you…
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Failed sale. No clear exit. Limited options… or so it seemed. Most healthcare practice owners think they only have two paths: 👉 Sell to an associate 👉 Or sell to corporate But what happens when a corporate deal falls apart and you still want freedom, security, and options? In this episode of the Financial Beast Podcast, Eric Miller sits down with P…
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Neil and Eric break down their biggest marketing predictions for 2026, covering SEO’s rebound, AEO reality checks, AI workflow automation, community building, in-person events, and why switching costs now matter more than product market fit. Recorded on Christmas Eve, this episode dives into how agencies, SaaS companies, and enterprise brands shoul…
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In this episode, host Shawn Terrell discusses the SALT deduction within the One Big Beautiful Bill. Listen for insights into how the OBBBA impacts dentists planning their financial future post-clinical practice. --------------------------------- Episode Resource: https://tr.ee/zIM4M4 ---------------------------------- Meet with Dentist Exit Plannin…
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We don't close sales, we open relationships. Join Mark as he unpacks what it truly means to sell with integrity in a rapidly changing sales landscape. Discover why traditional approaches are falling short despite the rise of new technology and AI tools. Mark explores four core elements that redefine integrity for sales professionals and challenges …
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When you focus your energy like a laser, the right single move can change everything. In this episode of Sharkpreneur, Seth Greene interviews Stephen Scoggins, Faith-Driven Entrepreneur, Speaker, and Author, who rose from homelessness to build Custom Home Exteriors into one of the East Coast’s largest exterior service companies—~400 employees and j…
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The 80/20 Hiring Solution: Finding Staff When Nobody's Available" You're losing the hiring war. Not because there aren't good people out there—but because you're fighting the wrong battle. 48.3% of Canadian businesses say recruiting skilled employees is their top obstacle. You're competing with every other business in your market for "experienced" …
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Catherine Maley, MBA talks about a much smarter way to think about growth in 2026 for your cosmetic practice. Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As always, I'm your host, Catherine M…
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Neil and Eric break down why “storyteller” is suddenly the hottest corporate job title, from a Wall Street Journal trend to LinkedIn listings doubling in a year and Vanta paying up to $274,000 for a Head of Storytelling. They unpack why storytelling matters more in an AI-heavy marketing world, how to create tension using “but” beats, and why MrBeas…
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Navigating divorce is emotionally overwhelming but without a clear divorce wealth strategy, it can also become financially devastating. In this episode of Real Money Talks, Loral walks through how to approach divorce with a divorce wealth strategy that protects your assets, minimizes tax damage, and sets you up for long-term independence and not ju…
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Facebook Ads bidding strategies play a decisive role in determining whether your campaigns scale profitably or burn budget inefficiently. Even with strong creatives and accurate targeting, a mismatched bidding approach can lead to unstable delivery, inflated CPAs, or missed growth opportunities. At its core, Facebook’s auction system is not about p…
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When execution gets cheap and fast, the advantage shifts from incumbents to the bold. In this episode of Sharkpreneur, Seth Greene interviews Alex Mehr, PhD, Former NASA Scientist, Serial Entrepreneur, and AI Disruptor, who explains why this AI wave is different. Technology is replacing human tasks (often doing them better), turning “idea machines”…
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Facebook Ads Learning Phase: Why Performance Fluctuates and How to Stabilize It If you have ever launched a Facebook ad campaign and noticed unstable results during the first few days, you are experiencing the Facebook Ads Learning Phase. This is not a technical error or a sign that your campaign is failing. It is a built-in optimization process th…
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A bit of a different episode this week, this time it was me as the guest and the host was Rob Wilkinson of CX Today and all round awesome human. In this CX Today interview, I explain why the role of Team Leader is so demanding, why burnout is often invisible, and what organisations can do right now to better support their team leaders. This episode…
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Can you bring humanity back into AI-driven selling? Mark sits down with Paul Fuller, CRO of Membrain, for a conversation that unpacks the accelerated pace of change in sales and leadership brought on by AI. Paul brings his unique perspective on blending technology with the foundational elements of leadership, service, and creativity—urging listener…
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Facebook advertising remains one of the most scalable growth channels for businesses, but performance today is driven far more by optimization than by budget size. As competition increases and privacy restrictions limit data visibility, advertisers who rely on “set and forget” campaigns often see rising costs and unstable results. Facebook ad optim…
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Many YouTubers build large audiences and create solid courses, yet still struggle to turn that attention into consistent income. In this episode of The High Ticket Success Podcast, I speak with John Ainsworth about how course creators can earn more from the courses they already have by focusing on email lists, value-based promotions, and smarter of…
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Neil and Eric break down smart bets from a work and investment perspective, why crypto still has upside potential, and why hiring great people only works at the right stage of business. They share real numbers behind outbound email, gift card incentives, and ROI, then unpack the biggest marketing wins and losses of 2025. The episode wraps with how …
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If you feel like you set goals every year but end up in the same place, this episode will explain why. In this episode, I break down why goals don’t actually create change, and why mindset, identity, and personal standards matter far more than motivation or goal setting. You’ll learn why your current results are a reflection of who you’ve been, not…
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In this episode, Neil and Eric break down the rise of AI hype versus real usage, using Harvey AI, Microsoft Copilot, and ZoomInfo as case studies. They discuss $8B AI valuations, low user adoption, retention challenges, and why paying for AI does not equal value. The conversation covers venture capital incentives, SaaS economics, AI theater, and wh…
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Event Deduplication in Meta Ads: Fix Double Counting As Meta advertisers move toward hybrid tracking setups that combine the Meta Pixel with the Conversions API (CAPI), data accuracy has become both more powerful and more fragile. While server-side tracking helps recover lost signals caused by iOS restrictions and browser privacy controls, it also …
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When you solve one real problem brilliantly, it can unlock five more and add an entire category. In this episode of Sharkpreneur, Seth Greene interviews Shawn Nelson, Founder and CEO of LoveSac, who shares how a homemade “not-beanbag” snowballed into a NASDAQ-listed company with 300+ locations, a logistics moat, and the best-selling sectional platf…
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What does it take to rebuild a legendary brand, lead through failure, and win on the world’s most competitive stage? Zac Brown, CEO of McLaren Racing, which competes in Formula 1 racing, explains how he helped guide the company through a rough chapter of its history, powering through financial strain and declining performance to change the company …
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What does it really take to set up a Dental Group Practice the right way? In this week’s episode, host Jamie West Falasz is joined by Sara Stock, founder of Stock Legal, who specializes in legal services for dentists and dental group practices. Ahead of her compelling presentation at the Multisite Mastery: Designing Growth with Confidence event in …
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As privacy regulations tighten and browser-based tracking continues to degrade, advertisers are facing a growing data gap. iOS restrictions, cookie consent banners, and ad blockers are preventing the Facebook Pixel from capturing a complete picture of user behavior. In this environment, relying on client-side tracking alone is no longer enough. Fac…
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How to Troubleshoot Pixel Data Mismatch in Meta Ads Accurate tracking is the foundation of every scalable Meta Ads strategy. When Meta Pixel data does not align with Ads Manager, analytics platforms, or backend sales data, advertisers are forced to optimize based on distorted signals. This issue, commonly known as pixel data mismatch, is one of the…
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In today’s privacy-restricted advertising environment, data accuracy has become the primary driver of Meta Ads performance. Since Apple’s App Tracking Transparency (ATT) update, many advertisers have seen conversion data drop by 20–40%, directly impacting optimization and ROAS. This shift has elevated Meta Events Manager from a technical setup tool…
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Growth Newsletter: https://levelingup.beehiiv.com/subscribe Need marketing help? Visit: https://www.singlegrain.com/ and https://npdigital.com/ Want to recruit great marketers? Find them here: https://marketingschool.io/hire Hosted by Neil and Eric, this surprise live episode breaks down the best business investments of the year: choosing high-qual…
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In this episode of the In the Loupe podcast, Nigel Jones is joined by Eddie Crouch, chair of the British Dental Association, to discuss all the recent news stories and changes in dentistry heading into 2026 and beyond. What you’ll hear: Thoughts on the recent UK Autumn Budget The recent headline about the Chancellor calling for an inquiry by the CM…
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Sales doesn’t fail because of bad stages—it fails because of missing behaviors. In this episode, John Tyreman and Mark Wainwright break down the eight elements of sales choreography that help professional services sellers build trust, maintain momentum, and guide opportunities forward without being pushy. From curiosity and synchronous conversation…
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"Your mindset determines 100% of the results you get." Join Mark Hunter as he unpacks the true foundation of successful prospecting: mindset. Find out why your attitude towards prospecting shapes your results more than your leads ever could. Mark walks listeners through essential elements for building a winning approach to prospecting, including th…
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Revenue keeps rising, but your bank account doesn’t? Here’s how to fix that. In this episode of Sharkpreneur, Seth Greene interviews Ben Hansen, Business Consultant & CEO, Profit Doctor, who built an eight-figure consulting firm to 100 employees and $13M revenue with five Inc. 5000 awards, after earlier stints at Dell and Microsoft. Ben now helps $…
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You've spent years developing your next generation of partners, but what happens when they don't want to lead, can't secure financing, or simply aren't the right fit to take over? In this episode, our Ontario Market Leader Darryl Boyd, reveals why so many multi-partner firms are discovering that their "default" internal succession plan isn't workin…
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Welcome to The Rose and Rockstar - with the Chief Troublemaker at Seventh Bear, Robert Rose, behind the bar serving one of his splendid cocktails, while our Rockstar CMO host Ian Truscott picks his brain on a marketing topic. However, this week, as we ease into the holidays, Ian and Robert are doing something different, not talking directly about m…
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Two hundred years ago, jobs lasted generations. Your grandfather kept the same job for 40 years. Today? You'll change jobs at least 12 times in your working life—and you're unlikely to be doing what you're doing now in just five years. The job cycle has collapsed from multi-generational stability to something almost unpredictable, and AI is acceler…
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Cue the podcast takeover! In this year-end roundtable, Dimensional Practice Management Regional Directors Stephen de Man, Livia Ramirez, Mark Colaço, and Peter Wozniak share the top practice management themes and advisor insights from 2025. Covering human capital, operations, and firm growth, the team highlights what resonated most with advisors th…
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In this coaching conversation, Loral guides an HVAC and STR business owner through the corporate structure strategy required for real tax savings and scalable growth. She explains why Washington businesses must look to states like Wyoming or Nevada for better corporate structure strategy, how intercompany contracts protect deductions, and how conso…
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Book a free Discovery Call to see how we can help you hit your goals and beyond: https://bit.ly/3TvGiNW or call us at: (214)-453-1591 🔗 Grab our FREE resource: The Foundation Series, Real strategies to build a business that runs (and grows) without chaos: https://bit.ly/3Yqzow5 -----------------------------------------------------------------------…
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Sometimes paying taxes is actually a good sign—your practice made a profit. But too many healthcare owners fall into “write-off mode” and make expensive moves that destroy cash flow (hello, “buy a truck in December”). In this episode, Eric Miller sits down with Julie Herres (Founder/CEO, GreenOak Accounting) to break down tax planning for healthcar…
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Catherine Maley, MBA, author and renowned cosmetic practice business coach, explains why converting consults feels harder now. Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As always, I'm your …
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Most owners work hard for money—few learn to make the tax code work hard for them. In this episode of Sharkpreneur, Seth Greene interviews Catrina M. Craft, a tax strategist and accountant who’s advised business owners and previously learned elite tax strategy working with the wealthiest 2% of Americans. Creator of the CRAFT Money Map framework, Ca…
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