Best Recruit CRM Podcasts (2025)

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STOP Overpaying for Roofing Material: 7 Manufacturer + Distributor Negotiating Tactics 14:54

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3d ago14:54

14:54

You might be overpaying for roofing materials. Some companies are paying up to 44% of their revenue. But you won’t be after you watch this video. Here are 7 negotiating tactics to get the lowest material prices possible. Some companies might even negotiate an extra 3%, 5%, or 7% when you use all of these tactics together. I hope this video helps yo…

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Practice, Progress, and People: Redefining Leadership in the Shop 1:04:51

5d ago1:04:51

1:04:51

In this episode, Jimmy Purdy sits down with leadership coach Josh Parnell of Limitless Leadership to unpack what it really takes to grow as a leader—both in the shop and in life. From mastering communication and the power of one-on-ones, to balancing recognition with accountability, Josh shares practical strategies that drive team engagement, impro…

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Winning High-Net-Worth Clients 18:54

5d ago18:54

18:54

Other key takeaways include: -Why branding and marketing are different, and why you need both. -How high net worth clients are influenced by your website, social media, and content strategy. -The role of lifestyle alignment - sports, philanthropy, and passions - in building stronger connections. -Why consistent, professional content and video are c…

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ChatGPT 5 Will Beat Your Digital Marketing Agency's Landing Page... in 8 Minutes 10:42

7d ago10:42

10:42

When you sign on with a digital agency, they put handcuffs on you. So when you leave, you lose access to all the landing pages they built for you. Guess what… not anymore! Because the new ChatGPT 5 makes it easier than ever before to create high-converting landing pages in less than 8 minutes… Even if you’re not tech-savvy. Watch as I build a high-…

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TSL S3E15 - "What is Technical Sales" - Steve Lewarne, AVEVA 55:04

8d ago55:04

55:04

Check out the TIES Sales Showdown at www.tx.ag/TIES Visit The Sales Lab at https://thesaleslab.org and check out all our guests' recommended readings at https://thesaleslab.org/reading-list To listen to The Sales Lab Podcast on your favorite apps, visit https://thesaleslab.simplecast.com/ and select your preferred method of listening. Connect with …

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AI, Automation, and the Next Generation of CRM Solutions 33:06

8d ago33:06

33:06

Show Highlights: -The shift from static databases to intelligent, proactive CRMs. -How AI and automation streamline advisor workflows and client communications. -Real stories on personalization, from birthday emails to portfolio updates. -Why understanding acquisition costs is critical for advisors. -Best practices for securing client data and mini…

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The Leadership Training That Turns Technical Experts into Effective Leaders with Marina Robertson 55:10

11d ago55:10

55:10

Welcome to The Engine - Founders Stories Podcast. Host Donna Owen is joined by Marina Robertson, who is the Owner and Founder of BERKANO Consulting. Marina shares how her love for learning, her journey from Greece, and years in construction shaped her business. She talks about leadership, building confidence, and helping others grow with the right …

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4 CRM Automations That PRINT MONEY for Roofers 11:32

12d ago11:32

11:32

Ad costs are going up. Your PPC and LSA budget isn’t going as far as it used to. And the truth is… it’s only getting more competitive from here. Private equity is throwing buckets of cash into roofing. They’re trying to outbid the little guy. But this isn’t doom and gloom. It’s your chance to get more leads and more sales from what you’re already p…

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What Do You Want to Be When You Grow Up? 40:31

12d ago40:31

40:31

Show Highlights Include: -The defining lines between practitioner, business owner, and enterprise - risk, control, and who pays the rent. -Why choosing a new firm should solve for tomorrow, not just today’s pain point. -Scale comes from systems, automation, and delegation (think “Who Not How”) - not from doing more yourself. -Act “as if” now: build…

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How to Influence WITHOUT Being Pushy: 7 Roofing Sales Secrets 16:05

14d ago16:05

16:05

If you hate sounding pushy, fake, or salesy… this is for you. I’ll show you how to use these 7 methods of influence to close even more sales. Watch this new video: How to influence without being pushy. No sleaze. No tricks. Just real influence that feels natural and honest. I hope this helps you serve more people by being authentically you. P.S. Be…

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Felipe on Rilla: Turning Conversations Into CRM Gold 36:40

19d ago36:40

36:40

In this episode, Felipe shares how his AI-powered tool seamlessly integrates with CRMs to capture, analyze, and leverage real customer conversations. From recording interactions to providing actionable insights, Felipe explains how advisors and sales teams can boost productivity, strengthen client relationships, and make data-driven decisions—all w…

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How The Top 1% of Advisors Actually Spend Their Week 46:57

19d ago46:57

46:57

Show Highlights: -The difference between working hard and working smart in today’s advisory space. -Why intentional scheduling is critical to sustainable growth. -The top priorities high-performing advisors focus on daily. -How effective delegation drives business scalability. -Practical ways to protect your calendar and say no to the wrong opportu…

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How a Founder Built a SaaS for Recruitment Revenue Protection After ADHD Diagnosis with David Clark 59:03

19d ago59:03

59:03

Welcome to The Engine - Founders' Stories Podcast. Host Donna Owen is joined by David Clark is Founder of bobcheck, Managing Director of Cataphract, and Investor at Equitas. David shares how his years in recruitment, a lightbulb idea during lockdown, and his ADHD journey shaped his business. He discusses building a niche product, lessons on persist…

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The Scary Future of Recruiting in Roofing Sales (it’s starting NOW) 12:19

20d ago12:19

12:19

The way we recruit in roofing is about to change. It’s already starting. And if you’re not ready… you’ll be left with a shrinking sales team, unmotivated reps, and no new applications. In this new video, I expose what’s happening right now—and what you need to do to survive and win. This is your wake-up call. Because when the recruiting war hits yo…

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$1M Mornings: How Big Earners in Roofing Sales Start Every Day 12:17

22d ago12:17

12:17

What’s the difference between poor sales reps and big earners? How they start their day. They don’t snooze alarms. They don’t scroll social media in bed. They don’t wait to feel motivated. Each of them has a unique, battle tested ‘Magic Morning’ that works for them. I made you this video to show you what big earners do every morning. Watch it. Shar…

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Is Your Tech Stack Costing You Clients? 21:32

24d ago21:32

21:32

Brian and Sue dig deep into: -Why “siloed platforms create siloed advice” - and how to break out of that trap. -What integrated ecosystems can do to enhance client experience, advisor efficiency, and scalability. -The hidden costs of redundancy and how to identify them in your current tech stack. -How AI and automation are transforming client servi…

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Door Slammed in Your Face? Try This. (I NEEDED this to make 6 figures) 9:47

26d ago9:47

9:47

I was broke… Couldn’t even afford gas to see my family for Easter. I called my mom to say I wasn’t coming… She wired me 20 bucks to buy gas. When I called her to say thank you, my stepdad chimed in and said, “Adam, you can make $100K selling roofs door to door.” I thought he was nuts. But I was desperate. So I tried it. And I got destroyed. Doors s…

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It’s Not Just the Payout - It’s the Profitability 33:37

26d ago33:37

33:37

Show Highlights: -The emotional allure of upfront transition compensation - and why it’s misleading -How to evaluate a deal over 10-15 years, not just day one. -Common pitfalls advisors overlook when calculating effective payouts. -How Elite’s pro forma models bring hidden deal structures to light. -Why choosing the right firm can double or triple …

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Faith, Grit & Five Bays: How JJ Scaled a Small Shop into a Powerhouse 39:11

27d ago39:11

39:11

What happens when a former Wall Street financier-turned-school teacher opens a five-bay auto shop in a small Maryland town? You get JJ — a powerhouse of faith, grit, and strategy. In this episode, JJ shares how he transformed his shop from grinding $40K months into a $450K+ monthly revenue engine — all without a massive facility or a big-city advan…

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Desiree Goldey on leading with purpose 31:57

28d ago31:57

31:57

In this final episode of The Recruitment Podcast by Recruit CRM, host Kate O’Neill closes the season with a powerful conversation featuring Desiree Goldie, director of marketing and culture at ZRG Embedded Recruiting and Interim Solutions. Desiree shares her insights on what it takes to lead effectively in recruitment, blending strategy with empath…

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EXPOSED: Marketing Agencies' Dirty Secrets They Don't Want Roofers to Know 15:05

28d ago15:05

15:05

Ever feel like you lit your ad budget on fire? You hired a digital marketing agency… Paid thousands… And got ghosted. Or worse—left with nothing to show for it. You’re not alone. It’s time someone exposed what’s really going on behind the scenes. Watch this new video where I expose the dirty secrets that digital marketing agencies don’t want you to…

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Can You Trust AI With Your Succession Plan? 28:29

1M ago28:29

28:29

Key Highlights Include: -Why branding is more than a logo - it’s a buyer’s first impression. -What top-tier buyers look for beyond just AUM and revenue. -The biggest mistake sellers make when announcing a transition. -How to ensure smooth client retention post-sale. -Why advisors should start planning five years out (at least!). -When and how to co…

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Roof Claims Will Change FOREVER: Verisk (Xactimate) Will Own AccuLynx 1:06:05

1M ago1:06:05

1:06:05

The company behind Xactimate, Verisk, will own AccuLynx. A $2.35B acquisition… And roof claims may change forever. Because now… Verisk controls both the estimating, CRMs, and a lot more. claims. If you think insurance was tough before… Just wait. In this new video with John Senac, we discuss: - What Verisk openly shares in their investor deck - How…

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Greatest Hits - The Truth Behind Transition Deals 22:06

1M ago22:06

22:06

Topics covered include: -Why comparing payout percentages rarely tells the full story. -How custom pro formas cut through the noise and reveal the real net numbers. -The top mistakes advisors make when analyzing firm economics. -How a $100K difference can shrink fast when you factor in headcount, taxes, and firm fees. -What actually moves the needl…

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How to Fix the Skills Gap (It's Not What You Think) (Ft. Christelle Keefer) | Ep. #61 39:56

1M ago39:56

39:56

Is the "skills gap" real, or is it just the story we've been told to believe? In our first-ever on-location episode of HIRED! The Podcast, host Travis Miller travels to the U.S. headquarters of ABB Robotics to find out. He sits down with Christelle Keefer, Global Segment Manager for Education at ABB, to investigate the surprising truth about retrai…

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New in Roofing Sales? This Video Will Save You MONTHS of Struggle 19:58

1M ago19:58

19:58

Starting a career in roofing sales is like… “WOOHOO!” Then… “Oh *&%^ what did I sign up for?” But with the right advice, you can get from *&%^ to HECK YEAH and start closing deals in no time. That’s why I made this new video. To share the advice I wish someone gave me when I got started. Watch and share this one with the new hires on your team. P.S…

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How AI Founders Built and Sold a Startup in 2 Years to Achieve Early Exit Success with Thomas Vose 43:53

1M ago43:53

43:53

Welcome to The Engine - Founders' Stories Podcast. Host Donna Owen is joined by Thomas Vose, founder of HireAra, a startup that uses AI to help recruiters format CVs. From a student project to a big tech acquisition, Tom talks about how he turned a simple idea into a fast-growing business and shares lessons on risk, teamwork, and the future of AI. …

1
Stuck at the Door? Say THIS to Get Invited Inside & Close D2D Roofing Sales 11:26

1M ago11:26

11:26

I used to get stuck pitching on the porch all the time. Found damage. Showed pics. Still didn’t get invited in. It sucked. Then I started asking this one simple question. And like magic — I started getting invited inside. Watch this new video to learn it. Try it. You’ll start closing more deals at the kitchen table. Be a hero and share this with yo…

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How Your CRM Can Build Client Loyalty 14:11

1M ago14:11

14:11

Key takeaways include: -Why CRM data should go beyond KYC and track personal life events. -How small CRM details can make or break client trust. -The four-part CRM strategy Sue uses with advisor clients. -Real examples of how automation drives loyalty and referrals. -What to expect in a CRM consulting engagement with Elite and JEDI. Whether you're …

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Calling All OSJ's 23:18

1M ago23:18

23:18

Key highlights include: -Why every OSJ is claiming “growth support” - and how to prove yours is different. -The importance of building a defined support team, not just a friendly face. -The role of succession planning, niche services, and event programming in advisor attraction. -How to shift your firm from “we say we do this” to “here’s exactly ho…

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From Wrenches to Algorithms: How AI is Redefining Auto Repair 28:24

1M ago28:24

28:24

In this episode of The Gearbox Podcast, Jimmy Purdy sits down with Josh Overlander, Director of Business Development at Detect Auto, to explore how data and AI are revolutionizing the way independent repair shops do business. From identifying lost revenue opportunities to measuring real technician productivity in real time, Josh shares how Detect A…

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How Introvert Founders Succeed without Personal Branding in a Broken System with Luke Pilfold Thomas 49:27

1M ago49:27

49:27

Welcome to The Engine - Founders' Stories Podcast. Host Donna Owen chats with Luke P. (Luke Pilfold Thomas). He is an investor and board advisor at ProDataStack, an investor and NED at Dote and Talentloop, as well as the investor and co-founder of Aitemology. Additionally, he serves as the investor and chief strategy officer at Finity and a behind-…

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Roofing Sales CLOSER Masterclass 18:19

1M ago18:19

18:19

Roofing sales is more cut throat now than ever before… Watch this CLOSER Masterclass to arm yourself and your team with the tools you need to close even more sales in this cut throat economy. If you want your team to train with closers like me, John Senac, and Dashaun Bryant - then join us every week inside our members-only community, the Roofing &…

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Future-Proofing Your Tech Stack: What Advisors Need Now 22:59

2M ago22:59

22:59

Key Highlights: -Signs your current tech stack might be holding you back. -Why decentralized, stagnant systems are a red flag. -The importance of automation, integration, and mobile access. -What top-performing firms are using today (hint: Salesforce, AI, and more). -How to evaluate new tools without getting overwhelmed by vendor hype. -The hidden …

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Most Roofers FAIL at Facebook Ads – Here’s How to Fix It 23:39

2M ago23:39

23:39

Is your ad budget burning up on Facebook ads that don’t bring in leads? You’re not alone. I just broke down real roofing ads from your competitors. Watch this video and I’ll show you the 5 biggest mistakes that are draining your ad budget (and what to do instead). This video will put you in the drivers seat - running circles around your marketing a…

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Greatest Hits - Ameriprise at IGNITE: A Live Conversation on Empowering Advisors and Driving Change 41:02

2M ago41:02

41:02

From creating meaningful advisor experiences to staying agile in a fast-moving industry, Brian shares his perspective from the top - and what it takes to lead with purpose. Tune in for behind-the-scenes insights from the IGNITE conference floor.By Brian Mora, Frank LaRosa

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Talent on Tap: Brian Rhodes’ Blueprint for Recruiting Rockstar Techs & Advisors 48:31

2M ago48:31

48:31

In this episode, Jimmy sits down with Brian Rhodes, founder of Auto Shop Recruiting and a 20-year veteran of talent acquisition, to crack the code on hiring techs and advisors in a market where “Help Wanted” banners are everywhere. Brian explains why the old “post-and-pray” ad doesn’t work anymore—and how independent shops can compete head-to-head …

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CRM Automation Success in Recruitment for Non-Tech Founders to Scale Niche Firms with Holly Langley 48:53

2M ago48:53

48:53

Welcome to The Engine - Founders' Stories Podcast. Host Donna Owen chats with Holly Langley, founder of RE:STACK, a company helping recruiters get more from their tech. Holly shares how she went from nannying to leading a niche CRM consultancy. She talks about the power of saying no, building a strong team, and learning cash flow the hard way. With…

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TSL S3E14 - "What is Technical Sales" - John DiMare, Agilent Technologies 56:24

2M ago56:24

56:24

Check out the TIES Sales Showdown at www.tx.ag/TIES Visit The Sales Lab at https://thesaleslab.org and check out all our guests' recommended readings at https://thesaleslab.org/reading-list To listen to The Sales Lab Podcast on your favorite apps, visit https://thesaleslab.simplecast.com/ and select your preferred method of listening. Connect with …

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Harnessing LinkedIn for inbound leads with Clark Willcox 33:33

2M ago33:33

33:33

In this episode of The Recruitment Podcast by Recruit CRM, host Kate O’Neill chats with Clark Wilcox, founder of The Digital Recruiter and host of the Digital Recruiter podcast. Clark brings over a decade of recruiting and sales experience, sharing how his personal journey and resilience shaped his unique approach to recruitment and marketing. Here…

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HEAD TRASH' - #1 Reason You're Losing Sales & How to Destroy It w/Dashaun Bryant 34:30

2M ago34:30

34:30

Something in your head keeps whispering, “I’m not good enough.” “Why would they buy from me?” “I’m not confident.” That’s Head Trash. And it’s the #1 thing keeping you from closing sales. It’s not leads. It’s not training. It’s not “the market.” It’s what’s between your ears. In this video, I sat down with Dashaun Bryant, the Roof Hustler himself. …

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Roofing's 1-Star Reviews... and How to Use Them to CRUSH Your Competition 19:24

2M ago19:24

19:24

Most roofers ignore their bad reviews… Big mistake. Because inside those 1-star reviews? Are the exact words your customers are already thinking. And the truth about why they don’t trust most roofers. That’s why I analyzed 1-star reviews from roofing companies across the U.S. From Dallas to Denver… L.A. to Boston… Storm and retail, coast to coast. …

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Why Advisors Struggle with CRM Adoption - and How to Fix it 29:53

2M ago29:53

29:53

Highlights include: -Why the “decision-makers” are often not the “doers” - and how that derails success. -The importance of internal champions (and the risks of choosing the wrong one). -How to turn resistance into results with empathy, inclusion, and smart incentives. -JEDI's approach to change management and tech implementation that actually work…

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Is PE Worth It? Don't Get Enamored By The Check 48:20

2M ago48:20

48:20

Key highlights include: -The difference between top-line and bottom-line deal structures, and what that means for your autonomy. -Why nimble capital from family offices might outperform “big name” PE firms. -What to ask before giving up equity, including the real cost of future clawbacks. -How the wrong deal can make you feel like a W-2 employee al…

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From $25,000 TO 20 Million- A business journey 1:10:45

2M ago1:10:45

1:10:45

By Jimmy Purdy

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SaaS Lessons for Founders to Rebuild After a Failed Launch Using the Power of User Data | Alexandra 42:04

2M ago42:04

42:04

Welcome to the Founder Stories Podcast. Host Donna Owen talks with Alexandra Chirica, founder of Recfindr, a new tech tool helping recruiters manage client deals better. From her early days in recruitment to starting a tech business, Alexandra shares her journey, why she pivoted her product, and how she raised funds as a solo founder. She opens up …

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This Closes Deals -- WITHOUT Feeling Salesy 15:51

2M ago15:51

15:51

You ever leave a home thinking the sale was yours… Only to lose it? That was me. I remember one appointment where I came in after two other roofers. One ghosted them. The other showed up late. I thought, “Easy win!” So I gave a great experience. Explained their options. Answered every question. And walked out without a signed deal. Why? Because I d…

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Data-Driven Decision Making: Enhancing Client Relationships 44:50

2M ago44:50

44:50

Key Topics Covered: -How to score and segment your clients using real engagement metrics. -The difference between gut instinct and data-driven decisions. -CRM limitations and how to work around them. -Ways to use data to both increase and protect your revenue. -Why private equity firms and bankers are demanding better firm data. Whether you’re look…

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The RESPECTED Sales Management Formula That Builds Loyal Teams 14:29

2M ago14:29

14:29

Sales management can feel like adult babysitting… And if you’re too hands-off, things get out of control. If you’re too tight, you’re micromanaging. So how do you strike the perfect balance? To earn respect, keep loyalty, and lead a top team? Watch this. I hope this helps you be the most effective, looked-up-to leader you can be. P.S. Tough, vulner…

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From Deal to Done: The Smooth Succession Timeline 29:20

2M ago29:20

29:20

Key Topics Covered: -What buyers can do to become “preferred” with intermediaries and sellers. -Timeline expectations from LOI to purchase agreement. -How financing, compliance, and legal factors can stall (or kill) deals. -Why CRM/data integration is often overlooked - but critical. -The power of clear workflows, automated systems, and back-end ea…