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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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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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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 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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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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Launched in 2013, Wes Schaeffer, The Sales Whisperer®, gives sales, marketing, success, and BJJ advice to help professional salespeople, sales managers, business owners, and entrepreneurs sell more, faster, at higher margins, with less stress, more predictably, while having more fun doing it. As of September 2025, it was rebranded and launched as The BJJ and Biz Podcast here on Spotify.
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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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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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InnerFrench

innerFrench

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French that speaks to you. Salut, c'est Hugo! I created this podcast in 2017 when I was teaching at the French institute in Warsaw, Poland. My goal was to show my students that they could learn French naturally simply by listening to it. 30 million downloads later, I think we're onto something! Granted, it's not a magic bullet. This method still requires hundreds of hours of practice. That's why I'm doing my best to make these episodes as engaging as possible. I want you to get sucked into t ...
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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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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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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 Abundant Accountant Podcast is where accounting, tax, and bookkeeping professionals come to learn the most efficient and powerful ways to grow their business, sharpen their skills, and have consistent increasing revenue. We cover topics from sales, marketing, networking, pricing, finding your ideal clients, increasing cash flow, setting boundaries with clients, and much more so you can stop giving away your time and expertise away for free and start being paid your value and worth. You’l ...
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The Practical Wealth Podcast is for people who want to take control of their finances today. Curtis May is part of the Prosperity Economics movement and is dedicated to breaking down each client’s unique financial situation so they can rebuild it to fit their ideal lifestyle.
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"Sales and Marketing Playbook: Unleashed" is a dynamic and informative podcast that provides listeners with the essential strategies, tactics, and insights to excel in the world of sales and marketing. Hosted by industry experts and thought leaders, this podcast delves deep into the latest trends, best practices, and innovative approaches that drive success in the competitive business landscape. Whether you're a seasoned professional or just starting out, "Sales and Marketing Playbook: Unlea ...
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London Writers' Salon

Parul Bavishi, Matthew Trinetti

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A deep dive into the habits, mindsets, tools, craft secrets and creative practices bestselling writers use to write novels, plays, poetry, and articles. Hosted by the co-founders of the London Writers' Salon, Matt & Parul.
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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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"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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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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Oddity Shop

Kara Perakovic and Zach Palmer

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This podcast examines the oddities of the world...Cryptids to Conspiracies, Cults to Curiosities, Myths to Mysteries, and so much more! Stop by the shop, where the bizarre is always on sale... Each week your curators, Kara Perakovic and Zach Palmer will be opening the shop and sharing stories with you.
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The Full Arch Podcast

Dr. Steven Vorholt | Shared Practices Network

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Dr. Steven Vorholt hosts weekly updates for dentists interested in getting into full arch dentistry. Listen in and learn more about what Shared Practices is doing in the world of DSO. Welcome to The Full Arch Podcast.
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Hosted by Content Strategist & Coach, Tahryn Bolt, this podcast is designed to help you to feel confident, empowered and inspired when it comes to creating content in your business.
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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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Bringing news, opinions and tips to help actuaries stay informed about policies and practice developments affecting their work. If you'd like to recommend a topic, be a part of the discussion or sponsor an episode and gain exposure across a highly engaged audience, please email [email protected].
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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 podcast focuses on teaching traditional, conservative, and/or Christian men & women how to become successful in this culture, become better versions of themselves, and practice what they preach, so they can be more influential in the culture.
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Ecommerce Conversations

Practical Ecommerce

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Ecommerce Conversations is the long-running weekly podcast from Practical Ecommerce, hosted by ecommerce entrepreneur Eric Bandholz. •• Listen in as Eric interviews in-the-trenches founders and executives who address the essentials of launching, growing, and sustaining an online business. Hear their successes, mistakes, and plans — addressing customer acquisition, web traffic, marketing tactics, on-site conversion, shipping, favorite tools, funding, obstacles, and much more. •• New episodes ...
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Welcome to the Med Spa Success Strategies Podcast - where med spa & aesthetics practice owners come to discover strategies and tactics that help them better market and manage their practices so that they can grow, scale and have more financial freedom.
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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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Off The Grid is a podcast for artists, writers & small business owners who want to leave social media without losing all their income. ✌️ Our host, Amelia Hruby PhD, shares stories, strategies & experiments for growing your business with radical generosity & energetic sovereignty. 🌐 Get the FREE Leaving Social Media Toolkit at offthegrid.fun/toolkit
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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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Digital & Business Transformation | Customer Experience | Leadership | Innovation This podcast goes beyond theory. It brings you real-world experiences from best-in-class experts who explore the intersection of people, technology, and measurable business results. Hosted by Gregorio Uglioni—global transformation leader, keynote speaker, and recognized authority in Customer Experience (CX)—each episode features insightful conversations with top executives, innovators, and changemakers. Discove ...
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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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Improve your understanding of Human Movement! This information-dense, no-BS podcast is a platform for fitness professionals, physical therapists, strength coaches, personal trainers, students studying for the CSCS Exam and anyone who moves to learn the science of human movement. Host Matt Casturo, DPT, CSCS, discusses exercise science, coaching, training techniques, and more. Follow along on Instagram: https://www.instagram.com/themovementsystem/ or head to https://www.themovementsystem.com ...
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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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Why do we make mistakes? One reason has to do with our natural human tendency to use ‘fast’ thinking in situations calling for ‘slow’ thinking. If we can easily recognize those situations that call for slow thinking we’ll go a long way to eliminating mistakes and improving our outcomes. Here's a solution. *******************************************…
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This week's show is entitled, "AI-Native Demand Generation Best Practices" and my guest is Alex Roy, Founder & CEO at SalesboxAI. Tune in to learn: Discover how AI Native Demand Gen helps orchestrate personalized, efficient marketing at scale. Understand the role of real-time intent signals in identifying and engaging the right leads. Learn about o…
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Send us a text What if your sales team could practice their pitches, objection handling, and closing techniques with an AI that looks, sounds, and responds just like a real prospect? On this episode of Sales and Marketing Playbook Unleashed, we dive deep into the revolutionary world of AI-powered sales training with special guest Mike from Colleva.…
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Summary In this conversation, Michael Ly, founder of Reconciled, shares insights on the importance of listening in sales, the unique structure of his accounting firm, and how to build trust with clients. He emphasizes the need for accountants to ask the right questions and focus on client needs rather than just selling their own skills. The discuss…
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In this episode of OnBase, host Paul Gibson sits down with Carolina Bräuninger from doinstruct to explore the intricacies of building a winning go-to-market (GTM) strategy. Drawing from her journey in B2B software sales and her leadership in the construction vertical, Carolina shares lessons on industry-focused pods, balancing short-term execution …
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Courage involves taking bold action despite uncertainty and fear. In a volatile business environment, it's hard to be brave. But Ranjay Gulati, a professor at Harvard Business School, says that there are strategies any of us can use to get improve our ability to make smart bets on the future. He's studied dozens of leaders across industries and exp…
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In this episode, Eric and Neil unpack Google AI Mode’s Chrome integration and how 100M MAUs could ignite a new distribution flywheel—fueling ads, partnerships, and startup pressure. They compare Google’s gen video/image capabilities, debate the “free subsidized by ads” model, and analyze YouTube’s latest updates: TV-style ad swaps, title tests, AI …
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How will artificial intelligence (AI) transform an advisor’s business, and what does it look like in practice? In this episode of Managing your Practice, Dimensional’s Catherine Williams sits down with award-winning Prosperity Capital Advisors President and Alison Wealth Management CEO Dave Alison and VastAdvisor.ai CEO Ian Karnell to explore the o…
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👉 Get The TPN Prep Course For Free: https://theprofitablenutritionist.com/free Let's Work Together in TPN: 👉 Book a Call: https://theprofitablenutritionist.com/book-call/ 👉 Join Now: https://theprofitablenutritionist.com/join 👉 Watch on YouTube Hi, I’m Andrea Nordling – Nutritional Therapy Practitioner, business coach, entrepreneur, and host of The…
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On this episode of The High Ticket Success Podcast with Dave Dubeau, Dave reconnects with Yakov Smart, a longtime friend and innovative business strategist. Yakov reveals how he helps high-ticket coaches and consultants uncover hidden opportunities inside their existing audience to create new streams of income—without relying on endless sales calls…
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What if bridging cultural gaps could supercharge your sales teams worldwide? In this episode of the Sales Transformers Podcast, we explore global sales enablement with Ben Perton, Senior Director of International Enablement at RingCentral and RES board member. Drawing from his leadership roles at Entrado and RingCentral, Ben shares actionable strat…
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Over the last couple of weeks, I’ve completed more than 20 content audits. These included free Instagram Post Audits and in-depth content reviews for my clients. And one thing kept standing out... There are common mistakes showing up again and again – mistakes that are costing people sales. As we head into Q4 (aka peak selling season), you want you…
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In this episode, Neil and Eric dissect Elon Musk’s “Daddy is very much home” grind—from Optimus engineering to late-night Tesla chip reviews and a Colossus 2 data center walk. They explore Musk’s DESA method for ruthless prioritization, why relationships saved Tesla and SpaceX, and how barrels, drivers, and pushers define execution and leadership u…
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What does it take to stand out in a crowded market and become a go-to authority? In this episode of The High Ticket Success Podcast, Dave Dubeau is joined by bestselling author and marketing expert David Newman. David shares his “Eminence Formula” — a practical framework to help entrepreneurs, consultants, and executives break free from the “sea of…
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If you're ready to implement more efficient & effective marketing strategies for your practice, book your FREE strategy session & marketing plan: https://go.medspamagicmarketing.com/scheduleIs your med spa bringing in strong revenue but you still feel broke at the end of the month? You are not alone. Many owners face this same challenge. In this ep…
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Go ahead, put all of BD on the shoulders of your most expensive asset. What could possible go wrong? In this episode, John and Mark explore the pros and cons of partner involvement in business development. They look at the benefits and drawbacks of a firm partner's role in both marketing and sales. Identify actionable strategies for helping your fi…
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L-E-A-D-E-R-S-H-I-P: Dissect what it truly means to be a leader in the sales world. We'll talk about the relentless drive and encouragement that are critical to elevating both you and those around you. This episode is your blueprint to building a robust network through relationship-building and simplifying your communication to avoid the dreaded cu…
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It’s the sure-fire strategy that makes you overconfident.It looks like this:The copy’s loud. Aggressive. Alpha-male on a double dose of adderall. It’s practically SCREAMING at you to buy.And you know what?Sometimes it works.But not most of the time. Especially these days.Hyper-aggressive copy is just a huge risk you don’t want to take.And here’s wh…
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Annette Franz discusses her book on employee experience and emphasizes the connection between employee understanding and business success. She provides insights on culture, listening, and empathy as vital components for creating a positive workplace environment. About Annette Franz Annette Franz is a globally recognized thought leader, author, and …
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Send us a text Are your employees already using AI without your knowledge? What competitive advantages are you missing by not having a clear AI strategy? Fractional COO Julio Gonzalez reveals how small and mid-sized businesses can harness artificial intelligence to drive efficiency and growth without massive investments or technical expertise. Draw…
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Natalie Lue, bestselling author and writer (Baggage Reclaim) shares how she shaped her mini-memoirs Let Go (Family & Friction) with The Pound Project, why intention is your best editor, and the inner tools that helped her write through grief, illness, and complicated family ties — without turning her life into content. You’ll learn How to decide if…
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In 2020, Karim Abed was the chief financial officer for a Texas-based home builder. The job paid well, he says, but he yearned to build his own business and reconnect with his Egyptian heritage. Fast forward to 2025, and that business is WYR, a men's apparel brand utilizing Giza cotton, the storied fabric, and small Egypt-based factories. The compa…
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AI Marketing Revolution in Dentistry AI in dentistry is revolutionizing marketing automation—and it's transforming how dental practices approach digital marketing strategies. In this podcast, we explore cutting-edge dental AI tools for marketing efficiency, automated workflows, and what dentists need to know about AI-powered marketing in 2025. Digi…
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The most radical choice I’ve made in self-publishing is not putting my book on Amazon. Tune in to this episode to learn: Why I made this decision What it means for my book How I’m going to find readers anyway & Exactly how many books I’m hoping to sell Then join me in my journey of self-publishing without giving Jeff Bezos more money… by joining th…
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In this solo episode, Dr. Aaron Miller unpacks one of the biggest misconceptions in full arch, the promise of “Teeth in a Day.” From surgical nuance to prosthetic reality, he breaks down what’s actually possible and why telling the truth builds better cases. Whether you’re new to full arch or refining your protocol, this episode brings the clarity …
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Anthony Pierri and Rob Kaminski are the co-founders of Fletch, a positioning strategy firm for B2B SaaS companies. They started Fletch after observing that most founders often confuse positioning with copywriting and marketing, and built their business by helping SaaS leaders make the tough, strategic choices about who they serve and how they win. …
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Join our fitness and mindset community for Catholic men HERE. Send me a Text Message A lot of what I do here can help with fitness, but if you're really looking to level up completely in life. And I mean getting clarity on your purpose in life, create a vision, and working 1-on-1 with myself directly to guide you and hold you accountable, just go t…
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In this episode of OnBase, host Paul Gibson sits down with Michelle Wrede to explore how businesses can transform customer reviews into powerful drivers of revenue and trust. Michelle shares her unique career path, why psychology plays such an important role in marketing, and how reviews are often undervalued in B2B. From building credibility to im…
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Show Summary: In this episode, Erika Jones explains how accounting professionals and business owners can identify profit leaks, adjust their pricing and cash flow strategies, and implement a CFO-backed system that makes profitability predictable rather than accidental. She also shares how she combines the Profit First framework with her proprietary…
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In this episode, Neil and Eric break down how to win both Google rankings and AI citations. They compare short-query SEO factors like backlinks, authority, and technical signals with AI-driven co-citations and long conversational prompts. You’ll learn practical plays such as building FAQ sections, crafting concise fact nuggets, bundling subtopics, …
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Welcome back to Book Week! In this behind-the-scenes episode (from the Clubhouse!), I tell you all about: The story of my first book (& why I had to rewrite that story to move forward) Why I decided to write this book (instead of just making more podcast episodes) My process for writing the 15,000 word manuscript in ONE WEEK (a wild choice) How I e…
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In this special episode, Polaris and Midmark spotlight their upcoming Multisite Mastery event designed for owners ready to scale through purposeful, efficient, strategic expansion. Join Jamie as she welcomes Midmark VP, Ted Kehagias, and Polaris CEO, Diwakar Sinha, as they dive into how two days of strategy-packed sessions will provide attendees wi…
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Most business owners think filing taxes is enough. The truth? Compliance keeps you safe, but strategy builds wealth. In this episode of The Practical Wealth Show, Curtis sits down with Catrina M. Craft, CPA and tax strategist, to uncover how entrepreneurs can cut taxes by 25% and boost profits by 20% using proactive strategies the ultra-wealthy alr…
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Welcome To The Oddity Shop, Where The Bizarre is Always on Sale. This week, your Curator Zach brings you the Story of Mary Toft. We delve into the bizarre 1726 case of Mary Toft, a poor English woman who convinced doctors and even King George I that she was giving birth to rabbits. • Mary Toft, a poor illiterate woman from Surrey, claimed to give b…
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Dans cet épisode enregistré au Sénégal, Ingrid donne la parole à Cécile, qui dirige une école française à Dakar : l'école franco-sénégalaise, qui fait partie du réseau de l'AEFE (Agence pour l'enseignement français à l'étranger). Cécile nous explique ce qu'est l'AEFE, à quoi ressemble le quotidien de cette école de coopération et comment elle forme…
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Agencies face pressure but smart M&A chances emerge. We cover deal math, asset vs. stock pitfalls, ops fixes, “artificial upticks,” and brand-safety risks—plus lessons from Federer, Jerry Jones, and LinkedIn’s SEO surge. Key takeaways Agency deals: Buy assets, check contracts, cross-sell, and use AI. Growth reality: Upticks are old deals; fix ops a…
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In this episode, I was lucky enough to interview Rob Wenger, CEO and founder of Higher Logic. Rob shares how Higher Logic evolved from a LinkedIn-style networking idea into a powerful engagement platform serving over 3,000 clients worldwide. With a focus on professional communities—ranging from doctors and accountants to global corporations—Rob exp…
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If you're ready to implement more efficient & effective marketing strategies for your practice, book your FREE strategy session & marketing plan: https://go.medspamagicmarketing.com/schedule-Pricing can make or break your practice. In this episode, I dive into how to price your services for maximum profitability without driving patients away or lea…
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Bailey Lang is a book coach, editor, and ghostwriter who helps business owners, creatives, and academics tell stories that matter. In this episode, Bailey and I pull back the curtain on the book-writing process. I share the messy middle and behind-the-scenes challenges of bringing my own book to life, while Bailey offers grounded guidance on what t…
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Ever wonder what it’s really like inside one of my monthly FMS coaching calls? In this episode, you’ll listen in on a real strategy session with a first-year chicken & egg farm business. We dig into their sales funnel, troubleshoot the sticking points, and uncover where the energy (and growth potential) really lives. Inside this call, we cover: Wha…
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Negativity spreads fast in medical practices—through gossip, drama, low energy, or the “just a job” mindset. But these symptoms aren’t random. In this episode, Zed unpacks why negativity thrives in private practices and the hidden beliefs that fuel it. More importantly, he shows how to stop it—by shifting your team’s focus to the real impact they h…
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In this episode of Canopy Practice Success, host KC Brothers sits down with Dave Spence, a CPA turned financial planner with decades of experience in both public accounting and wealth management. With six years in public accounting, 18 years at AXA Advisors, and 15 years at LPL Financial, Dave brings a unique perspective on the intersection of tax …
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