You've created a powerful financial asset with the Perpetual Wealth Strategy and have a sound financial team behind you. Now what? CEO Patrick Donohoe dives deep into the foundational benefits, best practices, and elevated utilizations you should be exploring as you seek to maximize your strategy's value. Get actionable insights from tenured Wealth Strategists, and hear powerful success stories from fellow clients embarking on the same financial path. Whether you're an active client or simpl ...
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Strategysales Podcasts
Welcome to ’Innovation Unleashed,’ Listrak’s official podcast diving into cutting-edge marketing technology. Hosted by industry experts and thought leaders, each episode takes you on a journey through the intricate landscape of email, SMS, push, and Identity Resolution—all seamlessly integrated into a unified platform. From personalized messaging to data-driven insights, discover how Listrak helps you exceed goals and stay ahead of the competition. Tune in to gain a deeper understanding of t ...
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Welcome to Magic of Strategy, where bold moves meet soul-aligned systems—and business finally feels like magic. ✨ Hosted by Karen Hewitt—certified social media strategist, COO, and founder of Blossom to Success—this podcast is your behind-the-scenes guide to building a wildly impactful business with clarity, confidence, and unapologetic strategy. If you’re an entrepreneur, coach, network marketer, speaker, or creator tired of hustle culture, cookie-cutter formulas, and pretending to be someo ...
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A new way of looking at finance and real estate. No matter if you are looking as a first home buyer, investor, down-sizer or just looking for market updates, finance strategy's and advice then this podcast has you covered. We will host guest speakers and feel free to email questions or topics you would like covered to [email protected] Hosted by award-winning Sydney based Mortgage Broker and Real Estate Agent Chris Brown from New Vision Financial Services and New Vision Real E ...
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Mortgage Banker University with Brett McDonell
Brett McDonell: Mortgage Loan Officer Sales & Marketing
Elevate Your Mortgage Business with "Mortgage Banker University" Welcome to "Mortgage Banker University with Brett McDonell," your essential resource tailored for mortgage professionals and loan officers. Hosted by industry expert Brett McDonell, this podcast dives into innovative sales and marketing strategies to elevate your mortgage business. What's Inside: Lead Generation: Uncover strategies to consistently fill your pipeline with high-quality prospects. Differentiation: Learn how to set ...
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Sean Shallis, founder Ri2 Consulting/Lead Solutions, creator of "The Perfect 10X Strategy" and Chief Spokesmen of the "10X Real Estate Warrior Nation" We are your personal real estate resource, where you can get 10X real estate tips, tricks, hacks, systems and platforms to take you business to 10X Level. Do you want to make Quantum leaps in your business...? Without Working Harder, Grinding More, Spending Useless Advertising Dollars? What if we said, "Its not what your doing that isn't worki ...
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Episode 5: Why Gratitude Matters in Business
50:32
50:32
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50:32In today’s episode of The Magic of Strategy, I’m talking with Donna Sylvester, the founder of The Gratitude Puzzle. This conversation is one of my favorites because we dive into something that’s often ignored in business—but incredibly powerful: gratitude. Donna shares how simple, thoughtful gestures like sending a personalized thank-you card can l…
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Omnichannel Is Back: DTC Goes IRL, SMS Takes Off & Fashion's Holiday Playbook
47:27
47:27
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47:27In this episode of Listrak’s Innovation Unleashed, host Jamie Elden reunites with Allie Naughton, Head of Client Strategy, to dig into what’s fueling fashion’s momentum in H2 across prestige and luxury. From DTC darlings opening boutiques to the surge in SMS and the rise of value-driven fashion, it’s a pragmatic roadmap to finish 2025 strong. Why o…
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2025 Retail Outlook: AI, Loyalty, Mobile Growth & TikTok Shop Disruption | Listrak H2 Report Breakdown
50:36
50:36
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50:36In this episode of Listrak’s Innovation Unleashed, host Jamie Elden sits down with Allie Naughton, Head of Client Strategy, to unpack key findings from the new half-year report. From the explosion of TikTok Shop and experiential loyalty programs to mobile’s dominance and the shifting role of AI in personalization and predictive marketing - this is …
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Data Signals: A Deep Dive into Listrak’s 2025 Cross-Channel Benchmark Report
21:32
21:32
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21:32In this episode, we take a deep dive into Listrak’s 2025 Cross-Channel Benchmark Report, providing expert analysis of the data and the insights behind it. Jake and Allie discuss trends in send volume, channel performance, and campaign successes, highlighting how these factors are driving smarter engagement, revenue, and loyalty. They also reveal in…
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Episode 4: The Strategy Roadmap: Crafting a Business Plan That Works
8:32
8:32
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8:32Hey there, welcome back to The Magic of Strategy! If you’re tired of winging it and ready to get clear on your business path, you’re in the right place. In today’s episode, we’re tackling a big one: Business Planning—but not the old-school, overwhelming, 50-page kind that collects dust in a drawer. Nope! I’m breaking down a simple, actionable strat…
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Episode 3: The Strategy Mindset: Thinking Like a CEO
10:43
10:43
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10:43Hey, my loves! Welcome back to The Magic of Strategy! I’m Karen Hewitt, CEO of Blossom to Success and your go-to social media strategist. Today, we’re stripping away the guesswork and getting real about what it takes to shift from just getting by to thinking like a CEO. Because let’s be honest—winging it is not a strategy. In this episode, I’m divi…
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Navigating 2025: Consumer Trends, Loyalty Evolution, and Omnichannel Innovation
19:35
19:35
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19:35In the first episode of Listrak’s Innovation Unleashed for 2025, Jake and Allie break down the key insights from Listrak’s latest client survey and share predictions for the year ahead. They discuss how brands are adapting to evolving consumer behavior, the shift toward hyper-personalized marketing strategies, and the transformation of loyalty prog…
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2024 BFCM Holiday Recap: Performance – Tidbits – Trends – Predictions
27:07
27:07
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27:07Listrak’s own Jake Pasini and Allie Naughton dive into “The Cyber Five” performance as reported from Listrak’s platform data to uncover key insights and trends. Hear performance highlights such as revenue trends, channel performance, and vertical-specific growth. How advanced AI enhanced the customer experience, and boosted conversions and revenue …
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Episode 2: Thrive, Don’t Just Survive: Achieving Long Term Success Without the Stress
29:58
29:58
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29:58In this episode of The Magic of Strategy, Karen Hewitt talks with Carey Conley about the transformative impact of having a clear vision for life and business. Carey shares her journey and insights on goal-setting, the importance of consistent action, and her personal approach to helping others find their purpose. This conversation is filled with pr…
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Partner Spotlight with Ross Kramer, Listrak CEO & Allan Levy, Alchemy Worx CEO
30:26
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30:26In this edition of Innovation Unleashed, Listrak’s CEO, Ross Kramer, and Alchemy Worx CEO, Allan Levy, dive deep into the future of cross-channel digital marketing, emphasizing the power of testing, data unification, and segmentation. Allan shares insights on how his agency optimizes customer engagement through tailored email and SMS strategies, an…
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Partner Spotlight with Ross Kramer, Listrak CEO & Jake Schmidt, Structured CEO
15:51
15:51
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15:51In this episode of Innovation Unleashed, Listrak CEO Ross Kramer and Jake Schmidt, CEO of Structured Agency, explore the evolving ecommerce landscape, from iOS updates to the rise of TikTok’s organic reach. They discuss key topics such as how brands can optimize email deliverability, leveraging Listrak’s tools for personalized marketing, and tappin…
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Fireside Chat with Ross Kramer, Listrak CEO & Jamie Elden, Listrak CRO
21:42
21:42
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21:42Join us for a special edition podcast featuring a fireside chat with Ross Kramer, CEO and founder of Listrak, and Jamie Elden, Listrak's CRO. In this engaging interview, they explore Listrak's nearly 24-year journey to becoming one of America's leading Marcom companies. Discover insights into Listrak's innovative approach to email, SMS, and push no…
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Episode 1: Identifying Your Target Market
58:45
58:45
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58:45🎙️ Struggling to make enough money in your business? You're not alone. In the first episode of The Magic of Strategy Podcast, Steve tackles one of the biggest problems entrepreneurs face: sales. If you’re waking up each morning wondering how to make it work, tune in to discover the number one reason you're not hitting your targets—and how to fix it…
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Special Edition: Turbocharge Growth with Listrak’s GXP Unleashed
17:22
17:22
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17:22Join us for an exciting dive into the latest innovations from the Listrak Growth Xcelerator Platform (GXP). Discover how GXP is revolutionizing customer engagement and revenue growth with cutting-edge strategies and tactics. From a 5-7X increase in triggered revenue to over 100% subscriber growth, see how our innovative pop-ups, personalized websit…
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Partner Spotlight: Listrak + Extole Unleashed!
23:42
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23:42In this episode of Listrak's "Innovations Unleashed," we dive deep into the world of loyalty and referral marketing with Vince Riggio, Director of Partnerships at Extole. Vince shares his insights from over a decade in the industry, discussing strategies to drive customer acquisition and maximize lifetime value. Learn how Extole's approach helps re…
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Client Spotlight: Listrak + Hat Club Unleashed!
35:25
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35:25In the latest episode of Listrak’s Innovation Unleashed, Jason Edwards, Head of Marketing & eComm at the Hat Club, reveals how they've capitalized on Listrak's platform to double their revenue from email campaigns and nearly triple revenue from automations in just one year. With a commitment to self-expression and a deep appreciation for headwear a…
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Client Spotlight: Listrak + Movado Unleashed!
30:26
30:26
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30:26Tune in for an engaging interview with Margot Grinberg, President of the Movado Brand and SVP of Ecomm for the Movado Group. Discover how Movado leverages data-driven strategies, personalized marketing, and a multi-channel approach to engage diverse consumer segments across its portfolio of brands. From luxury timepieces to cutting-edge designs, di…
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Shopify + Listrak + The Maze Group Unleashed!
23:55
23:55
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23:55Nick Thomson, Head of Partnerships at The Maze Group, joins Leah Beitler, VP of Partnerships & Ecosystem at Listrak, to explore the evolving landscape of e-commerce, with a focus on Shopify. They examine innovations such as Shopify's Extensibility, highlighting its advantages such as improved security, speed, and effortless integration of additiona…
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Listrak's Cross-Channel Benchmarks Unleashed & Shoptalk Anticipation
27:15
27:15
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27:15Listrak's Cross-Channel Benchmarks have dropped! Hear our experts discuss the report – revealing insights, opportunities, and trends to watch to shape your strategy in 2024. Plus, Listrak’s gearing up for #Shoptalk2024 and discussing expectations for the event, including the omnipresence of AI.By Listrak
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The Top Frequently Asked Questions Part 2
51:41
51:41
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51:41Welcome to our latest podcast episode, where we delve into the world of Whole Life Insurance, demystifying its complexities and exploring its interaction with the ever-changing economic landscape. Join our financial experts, Patrick Donohoe and Nicholas Welch, as they provide in-depth analysis and clear explanations about the intricacies of cash va…
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Join us for a special episode as Listrak CEO, Ross Kramer, unveils LISTRAK NEXT – a sneak peek into the next-gen Listrak platform and its transformative roadmap.By Listrak
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The Top Frequently Asked Questions Part 1
15:40
15:40
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15:40Welcome to our enlightening episode! 🌟 Patrick Donohoe and Nick Welch explore the complexities of whole life insurance policies. 🎧 They delve into the long-term commitment of these policies, discussing the flexibility in premium payments and how these premiums can be viewed as valuable assets. 🌱 Discover the various options for policy duration and …
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In this insightful episode, Patrick Donohoe and Jennie Steed dive deep into the world of finance to explore the stark contrasts between investing and gambling. 💰🤔 Join them as they discuss the importance of embracing uncertainty and risk in your financial journey while emphasizing responsible strategies that lead to long-term growth and success. 🚀 …
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A quick ‘Cyber 5’ performance review, including SMS record breaking holiday success. What’s to come with our next-gen platform and how it will empower you: Behavioral Campaigns; Shopify+ enhanced integration; The future of Push NotificationsBy Listrak
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Secure Your Legacy: A Deep Dive into High Cash Value Whole Life Insurance
27:23
27:23
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27:23🚀 Explore the world of High Cash Value Whole Life Insurance in this enlightening episode! Join us as we delve into the Perpetual Wealth Strategy and learn how to secure your financial legacy. Discover wealth maximization, equity leverage, income optimization, and more! Tune in to take control of your financial future. #WholeLifeInsurance #SecureYou…
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Building Wealth and Security: Exploring Whole Life Insurance Strategies
27:41
27:41
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27:41🎧 Dive into the world of personal finance and insurance with hosts Patrick Donohoe and John Stewart in this informative podcast episode. Discover the magic of Whole Life Insurance and how it can transform your financial future. 💰🛡️ In this episode, we explore the key characteristics of Whole Life Insurance, from its permanent death benefit to the c…
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Perpetual Wealth Strategy and The Wealth Maximization Account
26:06
26:06
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26:06Join hosts Patrick Donohoe and John Stewart in this enlightening episode as they delve into the world of financial empowerment and unveil the secrets to unlocking your wealth potential! 💰💡 Explore the Perpetual Wealth Strategy and the Hierarchy Of Wealth, and see how these powerful concepts can reshape your financial future. Discover the incredible…
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Join us on this exciting episode as we dive deep into the intriguing world of cash flow management, childhood temptations, and modern challenges like impulse buying. Discover how behavioral economics impacts our financial decisions and explore practical tools designed to help you manage your finances effectively. Learn about Wealthy 360, a comprehe…
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Segmentation and Targeting is Unleashed: Sneak a peek at the next-gen Listrak platform - Build and use segments for all your channels in a single platform - See the updates to Buyer Preference, Contact Behavior, and Product Behaviors - Plus Unified Contacts and Segment ManagementBy Listrak
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Perpetual Wealth Strategy and Real Estate Part 3
38:11
38:11
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38:11In this enlightening episode, join investment experts Patrick Donohoe and Gary Pinkerton as they delve into the intricate world of real estate investing. They underscore the importance of understanding the legal aspects of investments, including leases, asset protection, and the separation of liabilities. Patrick emphasizes the inevitability of mis…
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Perpetual Wealth Strategy and Real Estate Part 2
39:31
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39:31🎙️ Unlocking Wealth with Real Estate: Informed Decision-Making 🌟 Embark on a captivating exploration into the world of wealth creation as we unveil the transformative potential of real estate in our latest podcast episode, "Making Informed Decisions in Real Estate." 🏠 Why Tune In? Discover the enduring allure of real estate as a powerhouse investme…
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A lively discussion about: The terms CDP, CRM, and marketing platform – Why data silos are bad – Right message, right time, right channel – How marketers can stress less – And MOREBy Listrak
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Perpetual Wealth Strategy and Real Estate Part 1
23:17
23:17
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23:17The Evolution of Real Estate Interaction: A Comprehensive Overview 🎙️ Unlocking Wealth with Real Estate: A Strategic Journey to Financial Prosperity 🌟 Embark on a captivating exploration into the world of wealth creation as we unveil the transformative potential of real estate in our latest podcast episode, "The Power of Real Estate: A Wealth-Build…
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🎙️ Embarking on a Journey of Financial Mastery: Deciphering the Hierarchy of Wealth 🌟 Step into a captivating realm where wealth creation and financial planning are elevated to their rightful place – as vital pillars shaping our financial destinies. Welcome to our latest podcast episode, "Navigating the Investment Ladder: Understanding the Hierarch…
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🎙️ Embark on a Journey Through Risk Management: Illuminating the Path to Financial Stability 🌄 Step into the captivating realm of our podcast, "Navigating the Landscape of Risk Management," where financial wisdom meets strategic planning, all under the vibrant umbrella of risk management. Unveil the art of making well-informed decisions, paving the…
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🎙️ Unlocking the Emotions Behind Budgeting: Balancing Freedom and Financial Responsibility 🌟 Join us on a captivating journey into the world of finances with our insightful podcast, "The Emotional Side of Budgeting." Discover how cash flow, the heartbeat of your financial journey, intertwines with your emotions, values, and self-care practices, bri…
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Introduction to the three principles of The Perpetual Wealth Strategy
15:11
15:11
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15:11🎙️ Discover the Path to Perpetual Wealth: Cash Flow, Protection, and Legacy Building! 🏦✨ Embark on a transformative financial journey with the captivating podcast series "Principles of Perpetual Wealth." 🎧🌟 Unveil the secrets to achieving lasting prosperity, safeguarding your assets, and leaving a meaningful legacy for generations to come. 🏆 Why Li…
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Real Estate Market Myth Busting...with Sean Shallis The Consumers Real Estate Coach
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26:56Hey everybody, Sean Shalles founder at the Tenex real estate warrior nation. We're also considered the consumers' real estate coach. And I just want to reach out to you today. I had a great conversation while the guys that works with me and he asked a good question. He said, Hey, Sean, you know, we're prospecting our brains out. And you know, the r…
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The Secret Benefits of Getting Skunked at the Open House
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6:49Hey everybody. Sean shouts, your friend, your neighbor, your expert. Just want to reach out to you. Today's a 10 X real estate warrior nation in the field day. We're actually at an open house at a, a $1.9 million house in Morristown, New Jersey, you know, and it is kind of slow today. So I just wanted to reach out and share with some of the, yeah, …
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Real Estate Professionals are you Tired of being Tired...Learn to take back your business and Livelihood!
1:15:21
1:15:21
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1:15:21Welcome back to the 10 X real estate boring nation summit. I'm extremely excited to introduce our next guest. Here's the host of this Epic summit. Here's one of the nation's leading real estate experts working daily and helping hundreds of families, individuals, and businesses to buy sound and invest and manage a great state. Here's how buyers, sel…
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Hey Realtors... Learn how Chris Heller Bringing Real Value to his Realtor Partners!
1:00:18
1:00:18
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1:00:18Meet Real Estate legend Chris Heller Ojo Labs....By Sean Shallis, Ri2 Consulting/lead Solutions
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10x Real Estate Warriors Nation Talks with 10X Top Gun "Sharon Restrepo"
1:12:41
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1:12:41. Enjoy it. Talk to you soGoing live what's up. People. Hold on, ladies, gentlemen, welcome back to the 10 X real estate warrior nation, where we turn ordinary agents at the 10 X real estate warriors. Today. I am super excited. It's freedom Friday, and we have a young lady who's going to teach us how to get free. And even as a real estate broker, o…
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10x Real Estate Warriors Nation Talks with "Entertainment Marketing Expert" James Chu, AVP at US Bank!
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29:23
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29:23Hey everybody. Welcome back to the 10 X real estate warrior nation, where we turn ordinary agents to extraordinary tonight's real estate warriors. Today. I am super excited to actually introduce to you. One of my good friends in a long time business part is probably one of the longest business partners I have is actually a guy who was, is a charact…
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10X Real Estate Warriors Nation introduces 10x Biz Flicks, Its Like Netflix for Business
1:13:03
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1:13:03Everybody welcome back to the 10 X real estate where your nation's 10 next best flicks. Where we actually talked to some of our professionals, some of the people that are on our summit, some of our silver sponsors, which are guys like Draper, Draper and Kramer mortgage. And we also have us bank is one of our other mortgage lenders with James choo, …
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Welcome to "10x Biz Flicks" Candid Conversations with Real Estate's 10X TopGuns
1:13:03
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1:13:03Hey So as we're waiting for somewhere where he's wait for some of our guests to come, I noticed there's a couple of comments. Let me see if I can answer these comments and see what's going on. So Pamela is saying, hello Facebook user, Hey Sean, how are you? My name is Paula from India. How are you pal? So what is the first of all, what does a 10 X …
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Hey Realtors...Ever Wonder which Products, People and Strategies are the Best for you?
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15:26Hey, there are 10 X real estate workers. How are you? It's been a while since we talked last. I just want to reach out to you. Let you know, we didn't fall off the map. We actually had our head down working really hard on the 10 X real estate where your nation's virtual summit, 2021. So we're actually putting together the summit. We've actually got…
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Hey Realtors...What is the One Thing you Can Do that Changes Everything in 2021?
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5:23Hey, there are 10 X real estate words. Welcome to 2021. It's January 2nd. And we just want to reach out to you and tell you some great stuff that's going on right now. First of all, let me ask you a question at the beginning of the year, I always asked the same question. If you had it to one thing, if you had to focus on one discipline for 90 days …
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Hey Realtors... Do you want to know the Secrets to doing 5000 Transactions ?
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8:10Hey, there are 10 X real estate warriors, Friday, Friday, freedom Fridays. Some people call it. We had some really good interviews this week with some of our guest speakers that are going to be on the EOS summit, the 10 X real estate warrior nations. First virtual summit on 2021. It's going to be January 26, 27 and 28th. Funny is today we actually …
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Hey Realtors... Are you really being Authentic
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10:13Hey there 10 X real estate warriors, WhatsApp. So today's message is going to be pretty short, pretty sweet, pretty simple. It's about being authentic with yourself. Today we actually had the pleasure of waking up to about 13 or 14 inches of snow. It was about five 30, six o'clock and I looked outside and I was like, all right, you know, what do we…
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NAR Says "87% of Realtors Fail in the first Five Years" YIKES !!!
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12:50Hey there. 10 X real estate worries. How are you today? Just wanted to touch base with you and follow up with you today on today's topic is really simple. It's actually negotiation, who is the hardest person you've ever had to negotiate with? What is the most difficult negotiation you've ever had? And do you continue to have it or have you got it u…
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