What really goes into a Client Experience? This show takes a closer look at client experiences and the different elements we use to help enhance and produce REAL transformation. Client Experiences are more than just a 'transaction', they can be a space and vehicle which allows people to make amazing quantum shifts in perspective, which ultimately leads to REAL change going forward. In shining a light on how client experiences look, we illustrate how self-care looks for our businesses. On thi ...
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Client Experience Podcasts
Welcome to The Delighted Customers Podcast — your go-to resource for practical insights and thought leadership in leadership, change management, and customer experience. Ranked among Apple's Top 20 in U.S. Management and featured in Forbes, we deliver expert tips and inspiring stories to help you lead with impact and drive meaningful change.
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Welcome to The Intangible Brand, where we explore the connection between employee experience and client experience, and the hidden forces that make brands stick. Each episode offers practical insights and inspiration for building a brand people are proud to work for — and eager to work with. The Intangible Brand is brought to you by Cline and TOKY. Say [email protected]
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Systems Rehab | Client Experience Systems for Service Providers
Kenniqua Lewter - Client Experience Systems Strategist
You’re incredible at what you do. Clients rave about your work. But behind the scenes? That’s where things get messy. Onboarding feels clunky, communication slips through the cracks, retention isn’t where it could be, and your systems don’t fully support the experience you want your clients to have. Welcome to Systems Rehab, the podcast where we fix the messy back end and transform it into a streamlined, revenue-driving, retention-boosting client experience. Hosted by Client Experience Syste ...
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The Rainmaking Podcast will help you to get more business, better business, and all the business from your clients. This podcast is for professional services firms, law firms, and professional sales people. Discover the secrets of the world's leading experts in client development, business development, sales, closing, prospecting, networking, negotiation, influence, motivation, and achievement. www.therainmakingpodcast.com
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This podcast is for you if you are managing day to day client relationships in a creative agency. The aim of the podcast is to share insights and tips to help you add more value to the client's business, strengthen your relationships with your clients, develop your skills in account management and grow your agency's business.
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Competitive CX | Conversations for Financial Services Professionals Tackling Client Experience Challenges
Melanie Aimer, Adam Grainger, Hamish Taylor
Welcome to Competitive CX, the podcast that dives deep into client experience in the financial services industry. Hosts Melanie Aimer, Adam Grainger, and Hamish Taylor guide listeners through the critical role of client experience (CX) and share insights on navigating its challenges and opportunities. With over 20 years of experience, Melanie Aimer champions client experience across capital markets, asset management, private banking, and wealth management. Adam Grainger, from his organizatio ...
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Exploring the Mindsets, Tactics, and Strategies to help you to build and maintain wealth.
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“Obsessed with Success” with Russel Morgan and Kevin Rosenquist is a podcast that combines legal insight with entrepreneurial passion. The show explores the personal stories, strategic decisions, and bold moves that define today’s most successful legal professionals.
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Strategic Travel Entrepreneur: Business Tips for Travel Agents/Advisors, Travel Agency Owners, and Travel Business Owners
Rita M. Perez
Each week I share, along with featured guests, tangible and practical business strategies for travel entrepreneurs. We discuss foundations, marketing, sales, client experience, systems, supplier relations, and everything in between to empower you to run an effective and profitable travel business, and not just another travel hobby. For travel agents, travel advisors, travel suppliers, tour operators, tourism professionals, travel coaches, travel creators, travel business owners, travel agenc ...
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A half hour interview show featuring innovative leaders who cultivate a culture of giving, belonging and thriving together. In each episode, we’ll explore how generosity at work impacts the bottom line and address cultural dynamics, team behavior and peer relationships.
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You are unique for a purpose and Christian Business coach and bestselling author Katie Hornor leads you to leverage it through your business to change the world. She believe your message matters, entrepreneurship is a calling, the marketplace is a modern day mission field, and doing business with God can be an act of worship. With unique marketing nuggets and intriguing guest interviews interspersed with Katie's practical content on how to grow your business without compromising your faith, ...
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Scale and grow your agency with better clients, invested employees, and a stronger bottom line, with Drew McLellan.
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Evolved Radio Podcast: Interviews with technology experts, industry thought leaders, business leaders and other interesting minds. Exploring the evolution of business and technology.
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Everyone has aspirations. Often, we see them as experiences for some time down the road. But, we say, “Why wait?” Welcome to Bucket List-ening, brought to you by First Horizon Bank, where we talk to clients who have found a way – every day – to live their Bucket Life. Join our host, renowned human energy expert, Tabitha Scott, as she sits down with people from all walks of life to learn how their passions, insights and persistence have helped them turn their bucket list into a beautiful life ...
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Interviews with Industry Innovators and Trendsetters sharing proven strategies to help you build a better life right now.
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You know what you’re doing behind the camera, but when it comes to the business side? That’s a different story. Most advice out there feels basic, leaving you stuck with “quick fixes” that don’t work when you’re balancing years of experience and a chronic illness. Hosted by systems strategist and photographer Sandra Henderson, Keeping It Candid is your go-to for simple, sustainable solutions to keep your wedding photography business thriving. From workflows to automation and client communica ...
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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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Four business-owning entrepreneurial knuckleheads chew the fat on the sometimes murky, always quirky, world of UK and Irish personal finance.
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Kristian Finfrock has been on the air for more than ten years as your source for all things retirement. Kristian covers everything from how current events could affect your savings, to strategies to maximize your retirement income, and everything in between. Investment advisory services offered through Retirement Income Strategies, an SEC registered investment advisor. Firm may not give tax advice.
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The Real Build is about building a better culture, leaders, visionaries, and community to better serve the client. I am your host Bill Reiman, Your Broker Builder. I'm here to showcase real business owners who build companies with integrity, trust, and a commitment to making a positive impact. Join us as we explore their stories, insights, and strategies for success. As always, we are here to show the client exactly what to look for before hiring a business or service. Welcome to The Real Build
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Owning every choice in your business is not for the faint of heart. Each Monday, join Michele Williams, strategic profitability coach for the interior design industry as she interviews guests who are taking control of their business one decision at a time to increase their profits. If you are an entrepreneur who wants to make money while working in your passion, this is the podcast for you.
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Insights into the world of professional services marketing, presented by Frank Lippert and Deirdre Gilmore. The professional services industry is an increasingly competitive one – your firm needs to stand out from the pack, so a marketing strategy can no longer be an afterthought.
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We Cover Commercial Construction. If you are in commercial construction as an Architect, Engineer, Contractor or Owner, this is the show for you. Hosted by Dillon Mitchell, PE, Founder of Kowabunga Studios
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Welcome to The Real Estate Espresso Podcast, your morning shot of what's new in the world of real estate investing. Join investor, syndicator, developer, and author Victor J. Menasce as he shares his daily real estate investment outlook. Our weekday episodes deliver 5 minutes of high-energy, high-impact content to fuel your success. Plus, don't miss our weekend editions featuring exclusive interviews with renowned guests such as Robert Kiyosaki, Robert Helms, Peter Schiff, and more.
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As a messaging strategist, content creator, eldest daughter, and 1/2 of a child-free marriage, my episodes are like voice memos to a friend: bouncing between business decisions, creative experiments, friendship breakups, and choosing myself over everyone else's expectations and in The Selfish Experiment, you're testing the theory alongside me. Expect honest confessions between marketing insights, touching on topics like integrity-based marketing, self-discovery, creative expression... and wh ...
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Industry insights from Fenergo, a leading provider of client life-cycle management.
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This weekly podcast shines a light on the human side of the tech industry, with an emphasis on mental health, perseverance, creativity, successes, and failures. It goes beyond the flashy funding and acquisition announcements and explores the entrepreneurs, innovators, and leaders behind the scenes who make it all happen—what they’ve experienced, what they’ve overcome, and most importantly, what they’ve learned. Humans of SaaS in its first season was called NPS I Love You and quickly became t ...
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P.Speakers, a leading global speaker agency, offers access to highly experienced customer service speakers in Ireland who help businesses transform their client interactions and deliver exceptional service. These speakers bring decades of industry knowledge, practical strategies, and inspiring insights tailored to diverse audiences, from corporate teams to industry conferences. The experts represented by P.Speakers have worked with top Irish and international organizations to improve custome ...
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The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry. Additionally, the educational program will review the latest updates and announcements surrounding the New England chapter of FPA. Join us and listen in for enga ...
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Helping stylists reach their full potential by sharing unfiltered stories from industry artists & leaders. The stories you are about to hear are from real people that have conquered fear, failure, and risked it all to reach their desired level of success. Nina, a former salon owner/stylist turned business coach and speaker. And J, salon owner/stylist and educator, have created this platform to allow you to dig deep, help you move past your insecurities, conquer your fears, and become the abs ...
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Inside business and growth secrets from some of the top wedding industry professionals that are crushing the wedding industry. Milton Lawrence Jr. reveals the wedding and event industries best business practices for connecting with brides and booking more weddings. The Wedding Safari is designed for both aspiring and seasoned wedding professionals looking to grow their wedding brands while attracting their perfect client. The Wedding Safari podcast closes the gap from good to great, broke to ...
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New Frank Kern Podcast with stories, a Frank Kern book, AI Copywriting training, new branding class, client stories, AI ad examples, AI sales letter examples - and more! Frank Kern Mass Control 2026? Maybe. Frank Kern has been advising entrepreneurs like you all day, every day, since 1999. This is his podcast. More at FrankKernPodcast.com. Brought to your by https://ojoy.ai
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Welcome to Rethink Real Estate, a podcast for real estate agents looking to take their business to a new level. On this show, you'll get the latest sales strategies, business insights, and marketing tips to help grow your real estate business. Our expert guests share their insights on everything from negotiations to building a strong personal brand. Whether you're new to the industry or a seasoned pro, there's something for everyone on Rethink Real Estate. Tune in for actionable advice and i ...
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Architect Mark R. LePage explores the business of architecture, firm leadership and the everyday life of an architect. From Gābl Media, EntreArchitect Podcast features weekly interviews with inspiring, passionate people who share their knowledge and expertise... all to help you build a better business as a small firm entrepreneur architect. Proven business strategies for architects, including financial management, profit, marketing, sales, productivity, and planning.
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This podcast is dedicated to providing the key ingredients to transform your employees into a dream team that creates consistent results in every aspect of the business including; team empowerment, leadership, business development, communication hiring, and firing. As some of the country's leading staffing & management consultants, we help business owners (Entrepreneurs) and the team that support them (Intrapreneurs) to powerfully connect and work together to grow the business, together.
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The Master Your Business Podcast is a live workshop-style branding, marketing and customer experience podcast hosted by me, Deirdre Martin. You will learn actionable step-by-step tips that help businesses like yours gain clarity and illuminate your path to business success. As well as interviews with industry experts, I share how I became an industry thought leader in marketing and customer experiences using digital courses, keynote speaking and co-authoring a number-one best seller all with ...
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Legal Talk Network On the Road covers the latest conferences, bar meetings, industry events, and trade shows. Recorded live from the conference room floor, our hosts interview bar presidents, committee and section chairs, and other leaders to offer an exclusive look at the biggest events in legal, as well as what is on the horizon for those who practice law.
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Growing a business’ net profits can be an overwhelming task when the business owner tries to do it all on their own. That is why The Net Profit Podcast with Ryan Kimler is here! Ryan will interview financial experts and business owners to help share the nuggets of wisdom one episode at a time. If you are a business owner working to grow your company’s net profits, then this is the podcast for you!
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You deserve referrals naturally… without manipulating, incentivizing or even asking. Join Stacey Brown Randall every week on the Roadmap to Referrals podcast where she shows you how to grow your business by referrals so you can stay in your expert space (attorney, financial advisor, realtor, consultant, coach, interior designer, etc.) AND leave behind the worry of being seen as the "always hustling salesperson." If you need a direct and practical roadmap to follow to generate referrals natur ...
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Coterie Insurance's And I Quote: Building Relationships with Insurance Agents
Coterie Insurance, Simplifying Small Business Insurance
Coterie Insurance is focused on building a community of independent insurance agents that help insure small businesses across America. Coterie's podcast, And I Quote, was started to enhance how important relationships within the insurance industry are. Through events, LinkedIn, online communities, slack chats and so much more, our industry is connected at the core. Our hosts, Bobbie Collies & Ashleigh Burden, interview independent insurance agents, experts, & partners in our podcast. Discuss ...
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Get more referrals with the Referrals Podcast! Thought Leader, Best-selling Author, Referral Master, and Host Michael J. Maher brings you the best advice and insights on growing your business by referral and shows you how to take your repeat business and referrals to the next level. The Referrals Podcast is a weekly show where Michael J. Maher, author of (7L) The Seven Levels of Communication, interviews a top producing Realtor, lender, or small business owner about how they are implementing ...
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Welcome to HostTalk — your go-to podcast for everything web hosting. Each week, we break down hosting comparisons, performance tips, WordPress optimization tricks, and industry trends in simple, actionable ways. Whether you run a blog, business, or client website, you’ll learn how to choose the right host, speed up your site, and get more from your online presence.
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Looking to build your business as a health coach, life coach, or service-based entrepreneur? Get marketing, sales, time management, & mindset tips every week from Marketing & Sales Strategist and Coach, Hailey Rowe. Listed as a top 1.5% podcast on ListenNotes & a top 3 podcast for health coaches by FeedSpot, the Health Coach Nation podcast brings you guests and solo episodes to help you make more sales, establish your no brainer offers, and market with confidence.
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Glass Jars & Budgeting in Your Business with Phil McGilvray
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29:10Alison talks with Phil McGilvray about the critical link between financial management and client value. Phil shares insights from his grandmother's budgeting method and highlights the emotional challenges entrepreneurs face with finances. They discuss the misconceptions of focusing solely on revenue, the importance of tracking key financial metrics…
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$100 Off the Client Experience Accelerator: Here's What You Need to Know
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13:18The Client Experience Accelerator is my done-with-you strategy container where I help you clean up the backend of your business and create a simple, scalable client journey. During our session, I walk you through your current systems, identify what’s missing, and build a practical roadmap you can implement right away so you can serve your clients w…
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#377 - Clients Remember Experiences, Not Engineering: Build a Stellar Team!
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59:56Welcome to Construction Corner! In this episode, host Dillon sits down with Jake Stone, President of Marcy Engineering in New York, for an in-depth conversation about building a successful career and business in the AEC (Architecture, Engineering, and Construction) industry. Jake shares his journey from tinkering as a kid to running his own enginee…
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How an in-house AI Strategist supports client experience, with Meg Pescio and Tom Duffy
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53:25Welcome to episode 151. If you’re trying to work out how to integrate AI into your agency without losing the human side of what you do, this conversation will help. Today I’m joined by two guests from Noble Studios: Tom Duffy, Head of AI Strategy, and Meg Pescio, Vice President of Client Experience. Noble Studios is a creative digital performance m…
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Joining me today on the podcast is Stacey Brown Randall—a returning guest and someone you're going to love hearing from again. Stacey has been on the show twice before, and today she's back to share insights from her brand-new book, The Referable Client Experience. You may also know her as the author of the multiple award-winning book Generating Bu…
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In real estate, most operational mistakes are not the result of bad intentions. They are the result of assumptions. You believe the tenant will know where to park, how to receive packages, how to operate the thermostat, or how to submit a maintenance request. You assume your team will know how to prepare the unit, confirm utilities, or walk a resid…
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4 Keys to a Positive Client Onboarding Experience
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15:02SHOW NOTES: https://www.haileyrowe.comer/client-onboardingJoin my free Facebook community for business support & to connect with other health coaches: https://www.facebook.com/groups/themarketinghubgroup/Facebook: https://www.facebook.com/haileyrowecoachInstagram: https://www.instagram.com/hailey_roweTwitter: https://www.twitter.com/hailey_rowe…
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Episode 48: How to Deliver a Disney-Level Client Experience with Chris Hunter
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1:01:04Part of the Construction Executives Live Series In this episode of Construction Executives Live, Jeremy Owens gets the opportunity to chat with Chris Hunter, founder and CEO of Marketing Heroes. Chris shares how to turn every client interaction into a Disney-level experience—from the first call with personalized responses, to seamless project updat…
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Strategies for Growth: Training, Teamwork & Client Experience – Legal Up Virtual Conference 2025 by InfoTrack
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22:21Growing a law firm isn’t just about new clients. It’s about building a strong team and a seamless client experience. In this special episode of On the Road, paralegal and law-firm operations consultant Eda Rosa breaks down the long-term strategies firms need to scale sustainably. She explains why continual staff training, proactive workflows, clear…
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The Invisible Pipeline: How Client Experience Drives Repeat Business
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20:04Episode Summary In this episode of Obsessed With Success, Russel Morgan explains why client experience is the real driver of loyalty, referrals, and long-term growth. Russel shares how his firm has built systems around communication, personal touch, and feedback, and why simple details like handwritten notes can have lasting impact. Key Timestamps …
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Ep #387: The Referable Client Experience: Tackling Part 3
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12:30Are you ready to become referable? Join me as I break down the final section of my new book, The Referable Client Experience. Part three focuses on bridging the gap to referrals, identifying your referral hot zones, and using the appropriate referral seed language at the right moments. Resources and links mentioned in this episode can be found on t…
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Episode 527 Elevating the Agency Client Experience with Neen James
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52:22Welcome to another insightful episode of Build a Better Agency! This week, host Drew McLellan welcomes renowned author, speaker, and client experience expert Neen James for a thought-provoking discussion that will challenge agency leaders to rethink how they deliver value. Together, they explore the concept of "luxury" in the context of client serv…
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416 Building the Referable Client Experience to Get Referrals with Michael J Maher and Stacey Brown Randall
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1:04:04Title: Building the Referable Client Experience to Get Referrals Host: Michael J. Maher Guest: Stacey Brown Randall Description: In this episode, Michael sits down with client experience and referral expert Stacey Brown Randall to explore how a truly referable client journey is built—step by step and stage by stage. Stacey breaks down the three cor…
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EA632: Stacey Brown Randall - Designing a Referable Client Experience
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49:08Designing a Referable Client Experience In this episode of the EntreArchitect Podcast, Stacey Brown Randall shares why designing an intentional client experience is the key to long-term business success. She explains that every business, whether by design or default, has a client experience—and those touchpoints deeply impact how clients feel throu…
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BONUS DEPRECIATION WEBINAR REGISTRATION I’m coming to you live from one of our construction sites. On today’s show we are talking about acceptance criteria for new construction. But first, I’d like to invite you to a special webinar scheduled for December 4 on how Bonus Depreciation could benefit your investment strategy. There are only a few weeks…
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The 2026 Real Estate Market: Bubble, Boom, or Breakdown?
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35:06Ben Brady, CEO of Harcourts Auctions, sits down with Mike “Big Mike” Zlotnik — CEO of TF Management Group and host of the Big Mike Fund Podcast — for a wide-ranging conversation on the trends shaping real estate, private credit, and the broader economy heading into 2026.Mike shares how his journey from Moldova to New York City, combined with a back…
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Ep 230 How to Build a Travel Business Without Burning Out with Iris Serbanescu
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39:42Send Rita a text with your thoughts! Shop Travel Industry Black Friday: https://strategictravelentrepreneurpodcast.com/blackfriday Get the Black Friday Bingo Board for giveaways: https://programs.steeryourmarketing.com/products/offers/view/1189130 Summer Camp at Sea: https://strategictravelentrepreneurpodcast.com/summer-camp-at-sea/ What if the onl…
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EA636: Larry Lindner - Using the Right Words: How Copywriting Builds a Better Architecture Brand
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45:34Using the Right Words: How Copywriting Builds a Better Architecture Brand In this episode, Mark R. LePage talks with award-winning copywriter Larry Lindner, opening the door to a conversation many architects overlook: why the right words matter just as much as great design. Larry explains how strong storytelling helps architects stand out in a crow…
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In this special Thanksgiving edition, David brings a little humor (and a questionable turkey sound effect) to kick off a heartfelt conversation about gratitude—why it matters, how it affects our lives, and why focusing on the good can be one of the most powerful wealth-building mindsets we can adopt. 🌟 Why Gratitude Matters David explores three big…
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The DOJ accused RealPage in August of 2024 of facilitating unlawful price-fixing and rent inflation by using competitively sensitive, nonpublic data from multiple landlords to generate rent recommendations, effectively aligning pricing across competing properties. Anti-trust behavior, also known as anti-competitive conduct, refers to business pract…
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The Surfside condo collapse in 2021 precipated a number of changes to Florida's condo laws. The result has been a massive negative impact on condos across the entire state. The latest change to the regulations improves the outlook by allowing home owner associations to fund part of their reserve funds using loans and lines of credit. Previously the…
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From Single Sessions to Scalable Systems with Carly Hill
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26:09SHOW NOTES: https://www.haileyrowe.comer/carly-hillJoin my free Facebook community for business support & to connect with other health coaches: https://www.facebook.com/groups/themarketinghubgroup/Facebook: https://www.facebook.com/haileyrowecoachInstagram: https://www.instagram.com/hailey_roweTwitter: https://www.twitter.com/hailey_rowe…
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The Confidence Gap: Why Smart Lawyers Struggle to Scale
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17:45Episode Summary: In this episode, Russel Morgan explores one of the biggest hurdles that hold talented professionals back—confidence. He breaks down how fear, doubt, and self-limiting beliefs can quietly block growth, even for those who are highly skilled and ambitious. Drawing from his own experience as a business leader and mentor, Russel explain…
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Ep 12 - Becoming “Brand On” | Brandon Coleman Jr
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1:05:47Watch this episode on YouTube In this episode of The Intangible Brand, Jerry and Carl talk with Brandon Coleman Jr., a brand strategist, speaker, and author who has spent five decades helping organizations understand what brand really is and how culture shapes it. Brandon shares the stories and lessons that shaped his philosophy, from early mentors…
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Mark Dolfini: Financial Statement Breakdown for Business Owners Part 2
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31:14About Mark Dolfini: Mark Dolfini is a Life and Business Strategist, U.S. Marine veteran, and bestselling author of The Time-Wealthy Investor 2.0. As the founder of Strategic Boardroom LLC, he helps entrepreneurs and business owners regain control of their calendars, design businesses that serve their lives, and break free from the trap of constant …
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We have become accustomed to hearing about legislative changes that advance tenant rights and make it more and more difficult for property owners to protect their properties and indeed run a profitable business. There is nothing that compels investors to make losing investments. If made sufficiently unattractive, investors simply won’t invest and t…
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The Inspired Impact Podcast with Judy Carlson-Interview with Lauren Shapiro, MD, Radiation Oncologist
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26:43Lauren, a native of Madison, WI, graduated with a B.S. in Molecular Biology and Spanish from the University of Wisconsin–Madison. She then earned her M.D. at Stanford University, where she was awarded a Howard Hughes Medical Institute (HHMI) research scholarship to study osteosarcoma at the National Cancer Institute (NCI) in Washington, D.C. She co…
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Interview with Curtis Cottle, Founder of SBC Financial Discussing Market Risk & the Sequence of Returns Trap
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15:46Curtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and cofounder of one of Michigan’s fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to help families and business owners protect and grow their wealth. At the core of his firm’s approac…
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Interview with Curtis Cottle, Founder of SBC Financial Discussing Taxes Eating Up IRAs and 401(k)s
19:32
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19:32Curtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and cofounder of one of Michigan’s fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to help families and business owners protect and grow their wealth. At the core of his firm’s approac…
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Interview with Curtis Cottle, Founder of SBC Financial Discussing Social Security Timing & Strategy
21:47
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21:47Curtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and cofounder of one of Michigan’s fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to help families and business owners protect and grow their wealth. At the core of his firm’s approac…
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Interview with Edwin Mays with MaysGroup Advisors Discussing Longevity Risk
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19:59Edwin Mays is a Chartered Retirement Planning Counselor-CRPC™ – Maysgroup Advisors is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Their approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lif…
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Interview with Edwin Mays with MaysGroup Advisors Discussing Sequence of Returns Risk
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15:07Edwin Mays is a Chartered Retirement Planning Counselor-CRPC™ - MaysGroup Advisors is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Their approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lif…
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Interview with Edwin Mays with MaysGroup Advisors Discussing Market Risk
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19:49Edwin Mays is a Chartered Retirement Planning Counselor-CRPC™ – MaysGroup Advisors is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Their approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lif…
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Episode 334: Delegate to Elevate: Unlocking thxe Leadership in your Executive Assistant
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16:16*]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" tabindex="-1" data-turn-id= "8690f272-7382-4eb9-ac03-ddcf9185e849" data-testid= "conversation-turn-10" data-scroll-anchor="true" data-turn= "assistant"> In this episode, Molly reveals how to scale from assistant to asset by transforming your Executi…
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In this episode, we're diving into a topic that's close to my heart: gratitude. But we're not just talking about feeling thankful; we're exploring the gratitude effect and how it can supercharge your referral strategy! Join me as I share how expressing gratitude can transform your relationships with referral sources and drive meaningful actions to …
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250. How Empowering Your Team Drives Peak Performance
40:14
40:14
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40:14“Empower everyone to do what’s right for our customers.” “If you take care of your employees, they’re going to take care of your customers.” “The roll up the sleeves factor. We want people who are going to get things done and not worry about credit.” Episode Summary | In this conversation, Shannon Cassidy interviews Mark Moroz, the Executive Vice P…
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#272 - The Heart of Financial Planning Award Winner Liz Menjivar
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22:50The Heart of Financial Planning Award Winner Liz Menjivar Hosts Brad Wright and Michael Connaughton are joined by Heart of Financial Planning award winner Liz Menjivar Liz is a financial consultant at Fidelity Investments and president of the FPA of Illinois chapter. At Fidelity, she serves as Regional Co-chair of SOHL (Support and Outreach for His…
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419 Sneak Peek into One of the Best Black Friday Specials We've Ever Seen
20:11
20:11
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20:11Title: Sneak Peek into One of the Best Black Friday Specials We've Ever Seen Host: Michael J. Maher Description: The official launch of our best Black Friday deal ever! Special Offer: https://referral-mastery-academy.mykajabi.com/black-friday-2025 *This episode is best viewed in video format and can be seen at: https://www.youtube.com/watch?v=_K8sR…
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Marketing Experts Are WRONG! (Including Me!)
19:43
19:43
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19:43Ever wonder if the stuff we THINK we "know" about marketing is wrong? Me too. And it turns out the answers is ...it IS! Sometimes. We shouldn't take marketing "rules" as ...well ...actual "RULES." For example, I just told a customer NOT to use a sales letter. Which is like "Marketing Heresy!" In this episode, I show you why. You'll also discover an…
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152. 7 event strategy moves every expert needs now
50:29
50:29
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50:29Want help building a brand strategy that keeps clients coming back? Work with Deirdre to craft your uncopyable brand, offers, messaging, and experiences that make your growth inevitable. —-- 7 event strategy moves every expert needs now with Kristen Williams Ever hosted a webinar and thought, “Why did I just pour my soul into that… and nobody bough…
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On today’s show we are looking at the compressibility of construction schedules. We often hear that projects will take longer and there are all kinds of reasons why they legitimately need to take longer. It’s a large site and the site work will take a long time. The utilities are not available. The city infrastructure isn’t ready. We can’t find eno…
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Sheryl J. Moore is President and CEO of Moore Market Intelligence and Wink, Inc.
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19:40
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19:40Sheryl J. Moore is president and CEO of Moore Market Intelligence and Wink, Inc.. She is also the founder and creator of several competitive intelligence tools, including Wink’s AnnuitySpecs and LifeSpecs tools as well as Wink’s Sales & Market Report and Wink’s Index Intelligence Report. Moore Market Intelligence specializes in providing competitiv…
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Stop Using Sold Comps: The Spreadsheet That Sells Listings Faster
37:46
37:46
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37:46Ben Brady welcomes back a true fan favorite — Shannon Mesritz, Broker with McClung Realty Group and longtime member of the Harcourts family. Shannon was one of the very first guests ever on this podcast (years before it became what it is today), back when he was running auctions in San Francisco at the height of COVID. But Shannon’s history with Ha…
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Do What the AI Can’t: Building Relationship Intelligence in Your Practice – Legal Up Virtual Conference 2025 by InfoTrack
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31:25In this special episode of On the Road, Nexl Chief Growth Officer Ben Chiriboga explains why the future of legal practice hinges on what AI can’t replicate: strong client relationships. He introduces the concept of “relationship intelligence” and shows how lawyers can use simple data points—from communication patterns to internal connections—to foc…
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Allison Kierman is based in Scottsdale Arizona where she specializes in estate planning for business owners and high net worth families. On today's show we are talking about some of the pitfalls that can occur when this sometimes painful topic is ignored. To connect with Allison you can call 480-719-7333 or visit kiermanlaw.com ------------- **Real…
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Episode 529 Unlocking Growth Through Collaborations with Nicole Mahoney
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52:38
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52:38Welcome to another insightful episode of Build a Better Agency! This week, host Drew McLellan is joined by returning guest Nicole Mahoney, an accomplished agency owner and thought leader renowned for her innovative work in collaboration within the travel and tourism space. Drawing on her 15 years of industry expertise, Nicole shares how strategic p…
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