Let's Talk Business

In today's episode of Let's Talk Business, we are thrilled to welcome Mitch Axelrod, an entrepreneurial powerhouse, speaker, trainer, advisor, best-selling author, and a man who has significantly contributed to generating over $3 billion in revenue. Join our host, Meny Hoffman, as he sits down with Mitch to unravel the profound insights and strategies that have defined Mitch's illustrious career. We'll delve into Mitch Axelrod's inspiring path from a seasoned salesperson to a thought leader in the world of sales strategies. Mitch will share his revolutionary approach known as "The New Game of Selling," which emphasizes long-term client relationships over transactional sales. You will also learn about the impactful question that Mitch claims has been instrumental in generating substantial revenue. Discover how Mitch has successfully integrated marketing, sales, and service to create a holistic strategy for attracting, converting, and retaining customers. He explains how qualifying prospects early and adding real value, like sharing top 20 no-load mutual funds with clients, has helped him build trust and maintain confidentiality. In this episode, Mitch and Meny discuss the importance of understanding the roles of different corporate buyers, building authentic business relationships, and fostering a win-win philosophy in deals. You'll hear about Mitch's unique methods for engaging clients, maintaining long-term relationships, and the significance of being a trusted advisor.   Episode Timestamps 04:58 Focus on genuine potential clients, not indifferent ones. 09:40 Help clients attract, convert, retain, and reactivate customers. 13:04 Focus on their buying cycle for success. 14:42 Understanding clients' needs to facilitate their journeys. 17:04 Supporting brand journeys; focus on existing clients. 23:42 Build relationships and understand client needs deeply. 25:12 Prioritize long-term relationships post-sale for success. 28:45 Questioning authenticity: genuine or mere marketing tool? 33:39 Switch seats, advocate together, achieve mutual understanding. 35:43 Identify stakeholders and their roles for sales decisions. 40:19 Everyone matters: allies or adversaries based on approach. 42:41 Work backwards, language distinctions, leverage existing clients. Practical Pointers that can learned from this episode : Use impactful questions to understand your clients' needs and motivations, which can drive significant revenue and deeper relationships. Don’t waste time on unlikely customers. Ask your prospects upfront critical questions to gauge their potential as clients. Use real feedback from your satisfied clients to attract similar customers. Directly ask your successful clients, "What was the main benefit you received from our service?"  Start with serving rather than selling. Begin your meetings or calls with, "What’s the biggest challenge you’re facing right now that I might help with?" When re-engaging lapsed clients, authenticity is key. Refrain from using scripted, generic follow-ups. Instead, say, "I realized it’s been a while since we last connected, and I wanted to make sure your needs are still being met." Links : https://ptex.co/pandadoc https://thenewgameofselling.com/ https://www.youtube.com/user/mitchaxelrod https://www.facebook.com/mitchaxelrod  

Sometimes, we like to imagine that business success can be separated from success in other areas of life. But as Meny Hoffman, host of the "Let's Talk Business" podcast, often says, life is like a car with four wheels: the wheels of spiritual goals, financial goals, health goals, and family goals; if one wheel is flat, the others won’t do much good. In this conversation with international speaker, bestselling author, business coach, and CEO of Self-Mastery Academy Rabbi Shmuel Reichman, Meny and Shmuel discuss the importance of personal development as a part of business success, the need to create an integrated life, the necessity of having a vision and the ways to divide that vision into bite-size goals, avoiding irrational fears of failure, having partners to whom you can be accountable, and much more.   In our episode, Rabbi Reichman emphasizes the necessity of accountability and having a supportive network when pursuing new goals or personal development. Our conversation highlights the need for balanced growth across spiritual, financial, health, and family aspects to sustain long-term success. We discuss the value of involving spouses in business endeavors and how shared missions and communication transform personal and professional relationships. Lastly, we discuss the role of coaching and mentorship in overcoming obstacles and guiding personal and professional development, including Rabbi Reichman's approach to integrating therapy, coaching, and consulting. This and so much more on the "Let's Talk Business" podcast... Let’s dive into our conversation with Rabbi Shmuel Reichman. Timestamps:  06:05 - Devoted life to ideas and wisdom, blending worlds. 07:45 - Mission to synthesize personal development and business. 11:33 - Achieving balance across life's dimensions ensures success. 15:13 - Discovering and achieving personal and professional potential. 17:46 - Developing a vision for self-improvement and success. 22:12 - Self-improvement without needing validation from others. 24:42 - Discover and express your true self's purpose. 30:50 - Breaking down ambitious goals into manageable steps. 33:12 - Having an exercise partner is essential accountability. 36:03 - Essential hardcore success: identity, belief, mindset, persistence. 40:50 - Appreciate timeliness and impact of personal growth. 44:51 - Set a six-month deadline to transition careers. 46:01 - Embrace, control, and surround yourself for success. 49:41 - Spouse commitment surpasses business partnerships and values. 52:17 - Diverse coaching program covers therapy, coaching, consulting. 56:07 - Recognize and overcome irrational fears for success.   Practical Pointers: You often hear people say that we shouldn’t mix family and business. But that’s not necessarily the case. Your spouse is committed to you for the long term, has the same mission and goals as you do, and is 100% trustworthy, supportive, and cheering you on to succeed. Even when you have bite-size goals on the way to the big vision, you still need accountability. That’s why having a partner is essential: a spouse, a coach, or someone else who will make sure that you’re doing what you set out to do.  It’s important to have a big and impressive vision; but you’ll probably get discouraged if the goal appears beyond reach. Instead, divide your time into bite-size goals so that you can reach for the first step before trying to get to the second.  Learn to recognize the difference between rational and irrational fears. Too often, people are afraid of failure even though there’s no reason to believe that failure is likely.  You accomplish this by thinking of a realistic time frame for something very big, then orienting this year towards one step of that goal, and this month towards one step of the yearly goal, and this day towards one step of the monthly goal. Connect with Schmuel on LinkedIn and Instagram. Visit his website to think deeper, leave inspired, and achieve the extraordinary!   Connect with Ptex Group: Facebook, Instagram, Twitter, LinkedIn   LEAVE A REVIEW + and SHARE this episode with someone who wants to achieve in business. Listen to previous episodes on Spotify, Apple Podcasts, or wherever you get your podcasts!

This is episode rerun with Seth Godin from Episode 157 In a world that changes at blinding speed, the difference between success and failure is often a question of learning to adapt in a way that will serve your customers. What are some of the most important differences between marketing in the past and marketing in 2023, and how can you utilize these changes to grow your business?  Join Meny Hoffman as he asks entrepreneur, best-selling author, world-famous blogger, and marketing guru Seth Godin about why advertising doesn’t work anymore, Seth’s fascinating innovations, the difference between permission marketing and interruption marketing, how to limit your audience in order to grow your business, why being first is overrated, the reason that you should lead your company like a surfer rather than a golfer, ways to integrate AI into your operations, and much more.  Seth Godin is an entrepreneur, best-selling author, and speaker. In addition to launching one of the most popular blogs in the world, he has written 21 best-selling books, including The Dip, Linchpin, Purple Cow, Tribes, and What To Do When It's Your Turn (And It's Always Your Turn). His book, This is Marketing, was an instant bestseller in countries around the world. In 2013, Seth was one of just three professionals inducted into the Direct Marketing Hall of Fame, and he was also inducted into the Marketing Hall of Fame as well in 2018. (He might be the only person in both.) Practical Pointers: Embrace the Purple Cow Concept: Seth Godin's idea of the purple cow emphasizes creating products or services that are truly remarkable and stand out in the marketplace. Focus on innovation and uniqueness to capture attention and drive word-of-mouth marketing. Craft Remarkable Experiences: Invest in creating memorable and exceptional customer experiences. This can differentiate your brand and foster loyalty, encouraging repeat business and positive referrals. Leverage Permission-Based Marketing: Build a marketing strategy that prioritizes obtaining permission to communicate with your audience. This approach respects customer privacy and increases the likelihood of engagement and conversion. Cut Through the Marketing Clutter: In a saturated market, it's crucial to develop clear, compelling messages that resonate with your target audience. Use storytelling and emotional connections to make your marketing efforts stand out. Target Specific Audiences with Unique Offerings: Focus on creating products or services tailored to the needs and desires of a specific audience. This targeted approach can lead to higher customer satisfaction and stronger brand loyalty.   Timestamps: - Purple Cow by Seth Godin: 00:01:03 - Seth Godin's books: 00:02:21 - Permission Marketing by Seth Godin: 00:08:15 - Phone automation for restaurants in New York City: 00:17:58 - The Long Tail concept: 00:19:06 - The Song of Significance book: 00:20:19 - The Carbon Almanac: 00:26:23 - AI and its impact on businesses: 00:29:45 - The blog of the speaker: 00:34:25 - The Song of Significance: 00:20:19 - The Zen Master story: 00:32:00 - The new Mission Impossible movie: 00:31:45 - AI, electricity, and their impact on the world: 00:30:52 - The Art of Possibility by Ben Zander and Roz Zander: 00:36:23   Key Quotes:   “Marketing is telling a true story that resonates with your smallest viable audience that they want to hear, that causes them to take action and to tell their friends.” - Seth Godin “Sales is what happens when we add unscalable human emotion to the marketing equation.” - Seth Godin “Leadership is voluntary. Leadership is about lighting a path forward and seeing who will follow you.” - Seth Godin   Connect with Ptex Group: Facebook, Instagram, Twitter, LinkedIn   LEAVE A REVIEW + and SHARE this episode with someone who wants to achieve in business. Listen to previous episodes on Spotify, Apple Podcasts, or wherever you get your podcasts! 

Everybody knows that company culture is important, but that’s a lot different from actually building a culture that sticks, makes your business better, and gives your employees a sense of mission. How can you build a meaningful and deep-rooted company culture that will also make your business stronger and more successful? Mike Beckham, the co-founder, and CEO of Simple Modern has created one of the most successful drinkware companies on the planet while also fostering a mission-based culture. In this episode of Let’s Talk Business, Meny asks Mike about the secrets of his success, the ways we can all inculcate a positive and productive culture in our companies, what entrepreneurs need to look at when trying to start a company, and much more. Listen and enjoy!   Mike Beckham is the co-founder and CEO of Simple Modern, one of the largest and most successful drinkware companies in the world. He also helped found several e-commerce businesses which have together generated over a billion dollars in revenue and has been involved both in the for-profit and nonprofit sectors.   Key Highlights:   [00:01 - 14:45] Opening Segment • Mike shares his backstory and career path leading up to founding the company - Simple Modern • The importance of a company's mission is something that is often overlooked but is essential in order for it to be successful Mission-driven companies are more beneficial to society than those without a sense of purpose • It is the leader's responsibility to create an environment in which their team can thrive and achieve their goals   [14:46 - 29:44] How to Create a Culture that's Idealistic & Practical • Diversity is good when it comes to having different perspectives and skill sets, but can be unhelpful when values are different • A company with shared values and a shared mission will be stronger than one with diverse values or no values at all Having core values and focusing on a mission helps to create a culture that is self-fulfilling and attracts employees who share those values • Why a company's culture cannot be created without deep convictions from the leader about what they believe in • How Simple Modern uses transparency to attract and retain ton talent   [29:45 - 44:32] Transparent Leaders Build Trust • Transparency is the exercise of allowing other people to see what you're thinking • When you build a culture where both relationally and organizationally, people are transparent, trust is fostered Leaders should be transparent about their weaknesses and get feedback from team members to improve • The mindset for a startup entering a new market is to look at the best players in the space See where players may be white space that they can enter   [44:33 - 1:00:50] Closing Segment • How to create a long-term sustainable competitive advantage • Mike on the rapid-four questions • Q&A: How can I figure out the best way to use the money to maximize its effect on growing my business?   Key Quotes:   "The world doesn't need another water ball company, but the world definitely needs more mission-driven companies." - Mike Beckham   "I want to be in environments that add to my quality of life, where I am working with other people who are trying to be about the same things and are trying to accomplish the same mission." - Mike Beckham   "Great founders and great cultures, start with deep convictions." - Mike Beckham   Connect with Ptex Group: Facebook, Instagram, Twitter, LinkedIn   LEAVE A REVIEW + and SHARE this episode with someone who wants to achieve in business. Listen to previous episodes on Spotify, Apple Podcasts, or wherever you get your podcasts! 

In today's rerun episode of Let's Talk Business, we are thrilled to revisit an enlightening discussion on the interconnected realms of SEO, spirituality, and personal development. Join your host, Meny Hoffman, as he sits down with Stephan Spencer, a renowned SEO expert, author, and podcaster who integrates his profound spiritual beliefs into his professional life. Stephan Spencer’s journey transcends traditional business success. As the founder of Netconcepts and author of multiple books on SEO, Stephan has worked with some of the world's largest brands including Volvo and Sony, optimizing their online presence. In this episode, He discusses the importance of aligning personal values with professional goals, and how maintaining a mindset open to miracles can influence business growth and success. The conversation also delves deep into practical SEO strategies. Stephan emphasizes the necessity of integrating SEO from the planning stages of website development and using tools like Moz, Ahrefs, and Semrush for competitive keyword research. Stephan elaborates on the risks of depending solely on third-party platforms and the benefits of maintaining content on personal blogs or resource centers. He offers advice on developing linkable assets and ensuring proper setup of Google Search Console and Analytics to track performance.   00:04:24 - Balancing SEO expertise with spiritual purpose pursuits. 00:07:51 - SEO builds enduring assets; PPC has limitations. 00:10:04 - Research keywords, plan content, build linkable assets. 00:13:26 - Combine text with visuals for engaging content. 00:18:48 - Own your content; don't rely on platforms. 00:22:03 - Ensure Google accounts and tools are set up. 00:25:42 - Substantiated SEO case studies with detailed results. 00:27:15 - Free SEO hiring guide and interview tools available. 00:32:55 - Synchronicities increase with benevolence, creating cycles. 00:35:15 - Personal growth starts within, influences others. 00:38:01 - Optimize SEO: Research keywords, prioritize user-friendly content.     When you plan to redesign your website and you want to make sure that you’re optimizing your SEO, research keywords in advance using tools such as Semrush or Moz Keyword Explorer, in order to identify keywords that your competitors are ranking in, and you’re not. Too many companies work so hard at search engine optimization that they make their sites keyword-rich, but also extremely boring and unhelpful. What should you do? Use those keywords, have rich and valuable content, but avoid a long wall of text. Instead, use short sentences and short paragraphs, while adding lots of imagery, screen shots, pull quotes, and YouTube embeds. That’s the way you can have the best of both worlds. If you hire a professional firm to help you with SEO, don’t just look for a referrals page; look for a results page, with actual numbers that you can analyze. Ideally, this should include case studies explaining the background information, the solution, and results that substantiate the claims that the company makes. You should also be able to take the firm’s clients’ URLs and use various tools to verify that the results are to your satisfaction. Social media presents two obvious problems: first, you’re subject to the rules and whims of the social media companies, and second, no one looks at posts from last month. So turn your social media posts into blog entries on your website- but call them something else, like a research center, academy, or university. Make sure to organize them by subject rather than by date, so that it won’t matter how long they’ve been up.  

In today's rerun episode of Let's Talk Business, we're excited to bring back an insightful conversation focusing on the significance of systems and processes in scaling a business. Join your host, Meny Hoffman, as he sits down with Chris Ronzio, the founder and CEO of Trainual, a SaaS platform dedicated to small business onboarding, training, and scaling. Chris started his entrepreneurial journey at the age of 14 with a video production company, learning valuable lessons about business processes early on. Now, as the author of "The Business Playbook" and the host of his own podcasts, Chris shares his expertise on the importance of proper systems, processes, and delegation for business growth. In this episode, Chris explains how Trainual, which has grown to 81 employees in just four years, uses detailed Standard Operating Procedures (SOPs) to manage its rapid growth and ensure consistency. He discusses why managing growth can often be more challenging than achieving it, due to the necessity of clear processes and effective delegation. Chris shares valuable insights on the entrepreneurial journey, moving from performing all tasks alone to efficiently using tools and collaborating with team members. He highlights the complexity of managing team dynamics and the importance of creating long-term value and structure over getting stuck in everyday tasks. Additionally, Chris emphasizes the power of delegation, outlining the differences between delegating tasks and delegating responsibilities. He offers practical advice on creating effective SOPs, ensuring clear expectations, and training team members for better accountability   00:02:00 - Transitioned roles, built systems; founded Trainual later. 00:05:39 - Managing growth is harder than starting businesses. 00:09:11 - Entrepreneurs scale by delegating and focusing long-term. 00:10:15 - Leaders focus on unique, non-delegable tasks. 00:15:25 - Delegate responsibilities, not tasks; ensure comprehensive training. 00:19:49 - Onboarding confirms or ruins new employees' initial experience. 00:20:46 - Offer $5,000 for employees to quit early. 00:25:20 - Importance of context, timing, success, and steps. 00:28:42 - Business change frequency influenced by industry pace, hiring. 00:30:58 - Delegation crucial early; formalize roles with growth. Chris Ronzio is the founder and CEO of Trainual, a leading SaaS platform that transforms the way small businesses onboard, train and scale their teams. Chris is the host of “The Fastest Growing Companies” and “Organize Chaos” podcasts as well as the author of the best-selling book “The Business Playbook – How to Document and Delegate What You Do So Your Company Can Grow Beyond You.”   http://www.trainual.com/ http://www.thebusinessplaybook.com/ https://www.ptex.co/pandadoc

In today's rerun episode of Let's Talk Business, we're excited to bring back an insightful conversation with a marketing legend who has helped generate billions in revenue for major brands. Join our host, Meny Hoffman, as he sits down with Gerry O’Brion—author, speaker, and advisor—to delve into the powerful strategies and insights that have shaped Gerry's remarkable career. Gerry has worked with household names like Procter & Gamble, Coors Lite, and Red Robin. He is known for his innovative marketing concepts, such as the color-changing mountains on Coors Lite bottles. In this episode, Gerry shares his expertise on how small businesses can stand out in competitive markets without massive marketing budgets. Gerry O'Brion emphasizes the power of word-of-mouth referrals and decreased training times by specializing in specific areas, such as Volkswagen car repairs. He explains that small businesses can learn from large brands by listening to and gathering insights from customers to understand their choices and preferences. A significant challenge in influencing customer decisions lies in external factors and the credibility of a company's claims. Gerry highlights the necessity of providing proof for business promises—referred to as the "because" factor—which helps differentiate a company from its competition and assures customers they're making the right choice. O’Brion promotes his book "They Buy Your Because," offering additional resources through his website, and underscores the value of consistent brand messaging across all platforms. He also discusses the role of inspirational "why" messages internally while stressing the importance of clear and unique value propositions in customer-facing communications. Key insights include the need for small businesses to identify unique aspects of their offerings, ask why existing customers choose them over the competition, and tailor their approach to varied sales scenarios. These strategies, coupled with understanding customer mindsets and problems, enhance a small business’s ability to succeed in a crowded market.   00:04:51 - Focus efforts, refine niche, demonstrate unique value. 00:09:25 - Proof distinguishes your promise from marketing fluff. 00:12:45 - Helping businesses find their "because" for differentiation. 00:14:22 - What makes your business exceptional? List specifics. 00:17:01 - Strategically structure website for effective visitor engagement. 00:22:43 - Varied outreach methods tailored to listener's company. 00:26:06 - Innovative weed control additive for resistant pests. 00:28:47 - Understand and address decision maker's real concerns. 00:30:51 - Optimize messaging sequence based on consumer insights. 00:34:30 - Narrow your focus to grow faster financially. 00:38:50 - Ensure audience targeting, understanding, outcomes, and credibility. 00:42:42 - Identify clients, unique value, and effective persuasion. 00:43:44 - Focus on delivering a unique, authentic because.   The first question a business owner needs to ask is, Where do my current clients come from - and where can I find more like them? Many times, the answer is in small niches where people already value what you offer. That means that the next question you need to ask is, What does your business bring to the table that the bigger competitor doesn’t bring or can’t bring? And the third question which follows is, What is the most effective way of convincing those potential clients that you offer something that bigger companies do not? The biggest mistake that companies make when it comes to marketing, is making promises without also giving the “Because” - meaning, the reason that you will be able to keep your promise. Promises without a “because” sound like empty marketing fluff. Promises with a “because” offer a compelling reason for a potential client to choose you instead of someone else. The following exercise is very important: Write down, “You should buy from us instead of from our competitors because- “ and complete the sentence with your authentic answer. If your answer sounds the same as any of your competitors, you’re just adding to your customers’ confusion, when they actually want certainty that they’re making the right decision. So think long and hard about the “because” that will make your business unique while remaining true to what you can actually do. Many people confuse their “Because” with their “Why” - and that’s a big mistake. Your “Why” is the reason that you do what you do, and is a type of mission statement that can inspire you and your employees. But when you’re selling something and a customer is about to give you money, he doesn’t care about your “Why”; he cares about your “Because” - meaning, what you do differently from everyone else, and how you can deliver that unique aspect to your client. When you talk about your “Because,” you are giving your client the certainty that buying from you is the right choice.  The main thing that big companies do better than small companies is listening and learning from their customers. Understanding the mindset of the people you serve is the foundation of all influence. So act like the big companies, and learn to ask questions. Make surveys. Go to the people who chose your competitor instead of you and ask them why they made that decision. Getting this information will help you better focus on how to close the next sale.   Gerry Website Linkedin They Buy Your Because Panda Doc

Chaim shares invaluable insights on setting clear financial goals, long-term planning, and budgeting, especially in the face of today's high inflation and living costs. We explore the psychology of credit card and debit card spending, particularly within large families and among frequent traveler Tune in to hear real-life success stories and rapid-fire advice on impactful books and personal aspirations. This episode promises to transform your financial life with practical wisdom and proven strategies for responsible spending and long-term savings. Get ready to be inspired and empowered to achieve financial freedom with expert advice from Chaim.   Episode Links:  TauberSolutions.com Chaim WhatsApp Panda Doc 00:06:10 - Clear budgeting reveals unnecessary expenses and savings. 00:09:22 - Mindset difference in spending: Credit vs. Debit. 00:12:39 - Use debit card; keep credit card handy. 00:14:49 - Switching to debit saved millionaire $180,000 yearly. 00:18:12 - Knowing numbers helps identify and solve problems. 00:21:31 - Spouses often hide finances to avoid judgment. 00:23:34 - Start financial conversations with spouse to reach goals. 00:28:03 - Rents and home prices skyrocketing, mortgages increasing. 00:31:44 - Teach youth to save with small incentives. 00:35:46 - Emergency fund enables focus on family health. 00:37:24 - Stocks as gambling; possible gains or losses. 00:40:44 - Adapted Dave Ramsey’s principles for Haimisha lifestyle. 00:43:29 - Clients achieve financial independence in six months. 00:46:49 - Use high yield savings accounts; identify goals.   Practical Pointers from this episode : Take inspiration from real-life success stories of individuals who achieved financial freedom through disciplined saving and smart financial planning. This can provide motivation and practical strategies for your own financial journey. Focus on paying off high-interest debts first, such as credit card balances. Once these are cleared, you can allocate more funds towards savings and investments. If you need to build or improve your credit, use credit cards strategically for essential purchases and always pay on time. This helps build a positive credit history without falling into debt traps. For long-term savings goals, consider high-yield savings accounts or mutual funds, such as the S&P 500, to grow your money more effectively. Begin by identifying your long-term financial goals. Whether it's paying off debt, saving for a house, or preparing for retirement, having a clear vision helps in creating a focused financial plan.

Guy Kawasaki shares his inspiring trajectory, beginning with his early days in the jewelry business, where he honed essential selling skills that set the foundation for his future endeavors. Recruited by his college classmate, Guy made a pivotal transition to the Apple Macintosh Division, marking the start of his significant contributions to the tech world. This episode sheds light on Guy’s philosophies, including the realistic outlook on pursuing interests that may eventually transform into lifelong passions. We also delve into the nuances of career transitions, the vital role of empathy and resilience in sales, and the modern landscape of democratizing design through tools like Canva.   Guy reveals the serendipitous journey that led him to Canva and his mission to make design accessible to all. Through his extensive experience and captivating anecdotes, Guy imparts practical advice on innovation, product development, and the entrepreneurial mindset. Moreover, Guy Kawasaki opens up about his podcast, "Remarkable People," featuring stories that inspire and motivate listeners through the achievements of extraordinary individuals.   Gain insights into Guy's meticulous preparation for interviews, his favorite podcast moments, and episodes that left a lasting impact.   Tune in for a conversation that promises to elevate your understanding of business dynamics, spark innovation, and inspire you to embrace luck and resilience on your entrepreneurial path. 00:04:23 - Standout: Learning sales from unconventional experiences in life.   00:08:24 - Upgrade proposals with Pandadoc: organized, professional, efficient. 00:11:04 - Innovation essential; focus on customer needs, not product. 00:16:09 - Innovation through personal desire and empathy works. 00:17:26 - Customer feedback, talent, mission-driven work foster success. 00:22:49 - Guy Kawasaki became chief evangelist of Canva unexpectedly. 00:25:18 - Remarkable podcast featuring in-depth interviews with luminaries. Connect with Guy Follow him on LinkedIn and Twitter. Head to Guy Kawasaki and see how you could become more remarkable! We’re a passionate bunch. Together, we help your business flourish. Visit: https://ptexgroup.com Let’s Talk Exits! Check out my new podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/lets-talk-exits/id1606747718 Connect with Ptex Group: Facebook, Instagram, Twitter, LinkedIn LEAVE A REVIEW + and SHARE this episode with someone who wants to achieve in business. Listen to previous episodes on Spotify, Apple Podcasts, or wherever you get your podcasts!   Resources mentioned: Book: If You Want To Write - Brenda Ueland   

In today's episode, we dive deep into the transformative world of business automation and effective leadership with our esteemed guest, Clate Mask, co-founder of Keep (formerly Infusionsoft). Join us as we uncover valuable insights from Clate's journey in revolutionizing small business operations through automation and his latest book, "Conquer the Chaos 2.0." Clate Mask shares his inspiring journey from developing a CRM tool for direct response marketers to creating a comprehensive automation platform that empowers small business owners. He emphasizes the importance of achieving not just growth but also profitability and freedom, providing key takeaways that can help entrepreneurs elevate their operations to new heights. In this episode, we also explore the rollercoaster of entrepreneurship, focusing on the critical aspects of mindset, personal vision, and the rhythm of execution. Clate and I delve into personal stories and research-backed strategies to help you navigate the highs and lows of running a business. Learn how setting personal goals separate from business objectives can ensure a fulfilling life beyond the dream of your enterprise. Finally, we dive into the essence of leadership and building a culture of excellence within your organization. Clate discusses the co-creation process between leaders and their teams, iterative planning, and inclusive decision-making.  Tune in for actionable insights that promise to uplift your entrepreneurial journey and provide the tools you need to master small business automation and leadership.   https://ptex.co/pandadoc https://keap.com/lp/keap-growth-and-freedom-playbook http://ptexgroup.com/goals https://conquerthechaosbook.com/ http://keap.com/   00:04:20 - Frustrated by manual processes, found Infusionsoft software. 00:08:27 - Update book on marketing automation for small businesses. 00:10:53 - Entrepreneurship is exciting but has a dark side. 00:16:13 - Upgrade to Pandadoc for efficient document management. 00:19:50 - Establish purpose, values, mission, set goals. Balance in physical, spiritual, social, business, financial. 00:20:45 - Balance business, financial, social, physical, spiritual goals. 00:26:34 - Balancing leadership between dictatorship and democracy. 00:28:29 - Iterative process of drafting and refining. 00:32:24 - Automation drives profit; people, products, process produce. Leadership is about establishing clear culture. 00:37:00 - Focus on balance, reduce chaos in business. 00:39:39 - Free resources for personal and business success.   That’s my conversation with Clate Mask. My takeaways from this one:  Embrace Automation: Automate various aspects of your business operations, from marketing and sales to internal processes, to achieve growth, profitability, and freedom. Use Comprehensive Tools: Utilize platforms like Keep to centralize and streamline your business processes, enhancing efficiency and effectiveness. Understand the Evolution of Technology: Stay updated with technological advancements like AI to leverage new tools and strategies for business growth. Develop a Personal Vision: Separate your personal goals from your business objectives to ensure a fulfilling life beyond the dreams of your enterprise. Implement Customer Lifecycle Automation: Automate customer follow-up processes to ensure consistent and effective engagement, leading to higher satisfaction and retention.  

In today's episode, we dive deep into the world of Jewish marketing with our esteemed guest, Menachem Lubinsky, a trailblazer and founder of the leading marketing firm, LUBICOM. Join us as we explore various facets of marketing, branding, and the burgeoning kosher food industry through insightful conversations and expert analysis. Menachem Lubinsky shares his inspiring journey from writing newsletters in a bungalow colony to founding LUBICOM, a prominent marketing firm. He emphasizes the significance of professionalism, precision and offers valuable insights into the evolution of the marketing industry and the enduring principles of strong leadership and high standards. Delving into the fundamental role of messaging in advertising, this segment explores the differences and connections between branding and marketing. Using Coca-Cola as an iconic example, Lubinsky discusses the importance of having a robust product before investing in branding efforts. He also highlights the commitment required to maintain consistent brand positioning, particularly for startups, to avoid market confusion. This segment focuses on the process of developing and evaluating business ideas, emphasizing the importance of preliminary research and cautious investment. Lubinsky discusses the pitfalls of presenting undeveloped ideas and the necessity of ensuring an idea is novel and marketable before seeking professional consultation. The conversation also introduces his new podcast, "Kosher Today," which provides updates and trends in the kosher industry. Join us for a fascinating journey through the intricate world of Jewish marketing, branding, and the dynamic kosher food industry, guided by the expertise and experiences of Menachem Lubinsky. Menachem Lubinsky is president & CEO of LUBICOM Business Consulting, which includes a full-service public relations, advertising and marketing firm he that founded in 1984. Mr. Lubinsky is a seasoned business executive whose successes have spanned many industries and is particularly known for his role in the growth and development of the kosher food industry. He is first and foremost a strategic business professional who is frequently consulted by businesses of all sizes. For more than 30 years, LUBICOM Marketing has provided services to a broad cadre of clients in diverse areas, including MCI, Sprint, Coca Cola, Dannon Yogurt, Lea & Perrins, Welch’s, Frito-Lay, Hospital for Joint Diseases, Maimonides Hospital, Brookdale Hospital, Metropolitan Jewish Health System, the Luggage and Leather Goods and Shoe Industries, and more than 500 other businesses and not-for-profit organizations.  Mr. Lubinsky is the recognized authority on the kosher food market.  Mr. Lubinsky writes a weekly “The Business Monitor” column for Hamodia and lectures extensively on business topics. His business consulting division has grown significantly in recent years, providing business consulting services to some 100 businesses in the past few years, ranging from start-ups to large multi-national companies.     00:04:12 - Precise, perfectionist, role model, influential community leader. 00:09:25 - Effective advertising requires delivering a clear message. 00:12:33 - Branding is essential but can be risky. 00:15:43 - Brand positioning and commitment crucial for success. 00:18:37 - Branding requires professional input and commitment. 00:19:56 - Beware of taking divisive stances in business. 00:23:25 - Missed sales opportunities in Jewish communities, marketing. 00:29:32 - Various countries eager to produce successful kosher wine. 00:31:12 - Prioritize quality service for long-term success. 00:35:37 - Before pursuing an idea, do thorough research. 00:37:53 - Initial investment without proper interest risks loss. 00:40:30 - Podcast covers kosher industry trends and news. 00:44:04 - Growing trends in kosher market, quality products.   The success of marketing campaigns hinges on a clear and compelling message. No matter how visually appealing, advertising efforts will fall flat without strong content and a focused message. Marketing’s core goal is to get products on and off the shelves. While the mediums may evolve, such as the rise of social media, the essence of marketing remains the same. Major brands often overlook opportunities by not fully engaging with the Jewish market. Expanding beyond just kosher certification can unlock growth by better reaching this community. There is a growing trend towards healthy eating in the kosher market, with increasing demand for organic, gluten-free, and sugar-free products. This shift, driven largely by younger generations, mirrors broader market trends. The Jewish community has shown remarkable creativity in producing quality kosher products that appeal not only to Jews but also to non-Jewish consumers who see kosher as a mark of higher quality.   lubicom https://ptex.co/pandadoc

In this episode, we sit down with Dobbin Buck, the visionary founder of Get You Wired, as he shares his extraordinary journey from military service to marketing mastery.  Buck reveals how his diverse background, including his time in the US Army and building museum exhibits, shaped his leadership approach and business acumen. He emphasizes the necessity of a clear agenda and a competent team, and provides a gripping account of empowering middle management to foster innovation and growth. We delve into the substantial impact of building a strong company culture in a remote work environment. Buck shares invaluable insights on strategies implemented at Get You Wired to maintain team cohesion and support, such as morning meetings and quarterly team-building events, enhancing communication and productivity. Reflecting on leadership principles, he discusses the balance between humility and accountability, comparing these values with effective leadership practices. Buck highlights the importance of setting clear goals and metrics to maintain effectiveness and foster creativity within the team. Join us as we uncover the secrets to Dobbin Buck's leadership and the principles that have driven Get You Wired to become an award-winning marketing agency. This episode is rich with practical tips, inspiring stories, and a deep dive into the world of business management and company culture. Don’t miss out on this enriching conversation!   00:01:50 - Two careers: soldier, museum builder, worldwide projects. 00:03:48 - Transitioned to marketing, now leading agency for 22 years. 00:07:49 - Current team more advanced, should lead company. 00:16:14 - Efficient processes, close attention to details maintained. 00:19:56 - Getwired has won several awards for its culture. 00:23:26 - Quarterly activities, December party, focus on relationships. 00:27:01 - Challenges of transitioning to remote work culture. 00:31:35 - Howard Schultz emphasized investing in people's retention. 00:33:45 - Efficient talent sharing and organized team structure. 00:38:35 - Fishing in Georgia, limited in summer temperatures. 00:39:35 - Fishing, reading, and meditation for mental balance. 00:44:22 - Effective leadership, remote work management, communication, team building. www.getuwired.com Linkedin PandaDoc That’s my conversation with Dobbin Buck. My takeaways from this one:  Effective leadership requires balancing humility and accountability. Leaders should recognize that they don’t have all the answers and must rely on their team’s expertise while maintaining clear metrics and goals to ensure everyone stays aligned and productive. Transitioning to a fully remote work environment can be challenging but manageable with enhanced communication strategies. Regular morning meetings, mentorship programs, and team-building events can help maintain a strong company culture even when working remotely.  Regular and transparent communication is key to synchronizing vision and operations within a company. Weekly and daily meetings to discuss goals, performance, and potential optimizations help keep everyone on the same page and moving toward common objectives. Deep relationships within teams are fundamental to a thriving company culture. Investing in team-building activities and events fosters connectivity and collaboration, crucial for a cohesive and motivated workforce. Training and empowering middle management to become optimizers within the company is crucial. By giving them ownership and responsibility, you foster a culture of continuous improvement and innovation, essential for long-term success

  In this episode, we sit down with a three-time Governor of New York, who narrates his extraordinary journey from being the Mayor of Peekskill to leading New York State through its most testing times. He reveals how his formative years in a small town shaped his leadership approach, emphasizing the necessity of a clear agenda and a competent team. The Governor also provides a gripping account of his leadership during the 9/11 attacks, highlighting the critical importance of unified coordination between city, state, and federal agencies. His decision to centralize all response teams in one room epitomizes the essence of unity and effective communication during crises. As the discussion progresses, we delve into the substantial impact of government policies on sectors such as energy, infrastructure, and healthcare. Our guest shares invaluable insights on how the private sector can align with governmental goals to drive progress. Reflecting on New York's contemporary challenges, he voices concerns over rising crime rates and high taxes, comparing these issues with previously successful policies. The conversation also touches on the current political climate and the media's role in shaping public perception. Despite the challenges, the Governor remains hopeful about achieving unity and overcoming obstacles. This episode is rich with historical insights and current affairs, all viewed through the lens of seasoned leadership. We explore the critical moments of the 9/11 attacks, as he recounts his decisive actions and the necessity for unified coordination between city, state, and federal governments. His decision to centralize all response teams in one room exemplifies the essence of unity and seamless communication during crises. Moreover, we discuss the impactful role of government policies on various sectors such as energy, infrastructure, and healthcare. The Governor offers his seasoned perspective on how the private sector can align with governmental goals to drive progress. Reflecting on New York’s contemporary challenges, he voices concerns over rising crime rates and high taxes, comparing these issues with previously effective policies. We also delve into the current political climate and the influential role of media in shaping public perception. Despite these challenges, the Governor remains hopeful about achieving unity and overcoming obstacles. This episode is rich with historical insights and current affairs, seen through the lens of experienced leadership. Let's get right to our conversation with the Governor.   https://ptex.co/pandadoc https://www.georgepataki.com That’s my conversation with Former Governor George Pataki, my take away from this one: While planning is crucial, leaders must also be prepared to pivot and respond effectively to unforeseen events.  Despite current challenges, maintaining a hopeful outlook can inspire resilience and motivate individuals to strive for positive change, even in difficult times. Effective communication involves being transparent and truthful, especially when things go wrong. Acknowledging mistakes and explaining how you plan to address them builds trust and credibility—essential qualities for any leader. A clear long-term vision is essential for sustained success. Leaders should not only focus on immediate goals but also consider how their decisions will impact the future. In any leadership role, knowing your top priorities and surrounding yourself with competent individuals can help you achieve your goals effectively.   00:05:29 - Governor recounts 9/11 emergency response, ignored security. 00:07:23 - Unified response across federal, state, city governments. 00:10:34 - Be open, honest, and transparent in communication. 00:15:24 - Federal workers inefficiency, Biden's lack of capability. 00:16:19 - Media protecting insiders, distorting news for agenda. 00:20:15 - Proud of government record, accomplishments and investments. 00:22:58 - Encourage optimism, unity, and involvement for progress.  

This is episode rerun with Rabbi Steven Burg from Episode 159 When Rabbi Steven Burg took over the Aish HaTorah institutions, the organization had accumulated serious debt and was three months behind in payroll. Now, eight years later, Aish has become a massive success story, with new ventures, increasing numbers of students, a bigger budget, and positive cash flow. How did he do it - and what lessons can you learn from his experience in turning Aish and other failing organizations around? Listen to this episode of Let’s Talk Business as Meny asks Rabbi Burg about his management philosophy, how to hire the right employees, why you need to learn how to delegate, the importance of ignoring the noise, the difference between vision and implementation, how you can revamp your business while simultaneously keeping it open, and more. Rabbi Steven Burg is the Director General of Aish HaTorah. Before joining this internationally renowned institution, Rabbi Burg held senior leadership roles in other prominent Jewish organizations, with a focus on outreach.    In our episode, Rabbi Steven Berg emphasizes the necessity of accountability and having a supportive network when pursuing new goals or personal development. Our conversation highlights the need for balanced growth across spiritual, financial, health, and family aspects to sustain long-term success. We discuss Rabbi Berg's journey through various leadership roles in Jewish organizations and the techniques he uses for transforming struggling nonprofits into thriving entities. Rabbi Berg shares insights on setting visionary goals, including his mission to connect 3 million Jews with Jewish wisdom.   0:02:15 - Turning Around Failing Jewish Organizations 0:05:30 - Importance of Organizational Structure 0:09:23 - Shifting from Chaos to Structure 0:11:45 - Self-Funded Projects and Their Challenges 0:14:20 - Implementing the Entrepreneurial Operating System (EOS) 0:18:43 - Overcoming Obstacles with Hard Work 0:19:30 - Importance of Delegation in Leadership 0:20:10 - Unique Challenges in Nonprofit Organizations 0:22:47 - Trusting Talented Individuals for Success 0:24:05 - Inspiring Story of Family Reconnecting with Heritage 0:27:15 - Books and Mentors Influencing Rabbi Berg 0:30:50 - Essential Strategies for Business Success 0:31:30 - Combining Vision with Effective Implementation 0:32:45 - Hiring Humble and Relentless Employees   Want to connect with Rabbi Steven? Follow him on LinkedIn. Visit his Aish Global to live more thoughtful, spiritual, and impactful lives! Connect with Ptex Group: Facebook, Instagram, Twitter, LinkedIn LEAVE A REVIEW + and SHARE this episode with someone who wants to achieve in business. Listen to previous episodes on Spotify, Apple Podcasts, or wherever you get your podcasts! 

Coming to you from the Ptex headquarters in Brooklyn, NY, this podcast is for no-nonsense advice to help you learn, grow, and lead.  Today, I’m so excited to welcome our guest, Nesanel Moeller founder of Purple Stairs Nesanel Moeller has extensive experience in operations and management consulting, specializing in driving business growth. At the Penguin Group, he led the establishment of a recruiting department to source top-tier talent, facilitating numerous successful placements and significantly enhancing client performance. In our episode today, we delve into the world of recruiting and career enhancement with special guest Nesanel Moeller. He shares insights into the challenges of job hunting, building a job marketplace platform, and the balance between attracting candidates and companies. Nesanel discusses the importance of systematic onboarding processes, emphasizing the need for clear roles and contributions within a team. We also talk about the current tight job market, overpaying for talent, and the impact of automation and streamlining on the recruiting industry. Moreover, Nesanel talks about his transition from social work to operations and recruiting, as well as the lessons he has learned from his experiences in building a software SaaS business. He shares advice for business decision-making, common misconceptions about automation, and his vision for the companies he works on. This and so much more only on the Let’s Talk Business Podcast. Let's get right to our conversation with Nesanel Moeller. LINKS https://www.linkedin.com purplestairs.com To watch or listen to this episode, visit: https://ptexgroup.com/podcast/ Listen via WhatsApp: https://chat.whatsapp.com/LQcX4QJzavWEKTGAbgK3Gh For all other episodes or to view all other ways to subscribe, visit https://ptex.co/podcast PRACTICAL POINTERS:  Focus on honesty and realistic evaluation when advising individuals on their potential for increased value in the job market, promoting trust and credibility within the recruitment industry. Implement systematic onboarding processes to ensure a positive employee experience and facilitate a smooth transition for new hires, ultimately contributing to higher employee retention. Maintain a balance between automation and personalized interactions in recruitment processes to efficiently handle a large volume of candidates while preserving the human element in the hiring experience. Take a step back and carefully assess decisions before making them to minimize potential setbacks and ensure strategic, well-informed choices when building and expanding companies. Learn from successful business principles, such as those found in "Profit First" by Mike Mikalowitz, to optimize financial strategies and savings within a growing business venture. TIMESTAMPS :  00:00 Podcast episode featuring Nassan Muller on recruiting. 03:49 Transition from consulting to recruiting in Penguin. 07:23 Automation reducing value, budget cuts affect job market. 10:08 Recruiting challenges due to lack of clarity. 13:00 Purple Stairs: solving recruiting pain points online. 17:34 Questions about platform benefits for non-traditional recruiting. 21:32 Seeking job satisfaction and fair compensation concerns. 25:18 Economic challenges make job market tough. 27:47 Create profile, attract candidates, benefit companies' needs. 30:41 Software project involved investors, planning, design, development. 33:42 Developing systems for new employee onboarding challenges. 36:53 Communication before starting job is important. 40:15 Nisana Muller's advice for job market success. GUEST BIO : Nesanel Moeller has extensive experience in operations and management consulting, specializing in driving business growth. At the Penguin Group, he led the establishment of a recruiting department to source top-tier talent, facilitating numerous successful placements and significantly enhancing client performance. Recognizing shifts in the recruitment market, Nesanel founded Purple Stairs to address the need for a more efficient recruitment process. This innovative platform eliminates traditional recruitment fees through a subscription model, providing employers with direct access to a comprehensive candidate database. Nesanel's dedication to optimization and market responsiveness continues to drive his passion for helping businesses thrive.  

Coming to you from the Ptex headquarters in Brooklyn, NY, this podcast is for no-nonsense advice to help you learn, grow, and lead.  Today, I’m excited to be chatting with former Chief Automation Officer of the Ptex Group and good friend Nathan Weill Nathan Weill, a self-identified tech geek, He founded Flow Digital in 2018, providing headache-free automation support so business owners could stop struggling with SaaS tools and repetitive tasks and direct their full energy toward growth. In our interview, I discuss the importance of automation in business processes by identifying repetitive tasks and setting clear objectives. Then Nathan highlight examples of automation for lead generation, internal processes, and follow-up procedures. I also discuss the common misconceptions about automation  - such as automation equals job loss, too expensive for small businesses Then we discuss using automation to save time and energy, improve efficiency, and enhance client communication This and so much more only on the let’s talk business podcast…  let’s get right to our conversation with Nathan Weill LINKS https://flow.digital https://www.linkedin.com/in/nweill/ https://x.com/NathanWeill To watch or listen to this episode, visit: https://ptexgroup.com/podcast/ Listen via WhatsApp: https://chat.whatsapp.com/LQcX4QJzavWEKTGAbgK3Gh For all other episodes or to view all other ways to subscribe, visit https://ptex.co/podcast PRACTICAL POINTERS: Identify Repetitive Tasks: Start by listing out all repetitive tasks in your business processes. These are prime candidates for automation and can significantly reduce manual workload. Set Clear Objectives: Define what you aim to achieve with automation, such as reducing errors, saving time, or improving customer satisfaction. Clear goals will guide your automation strategy. Lead Generation: Use tools like chatbots on your website to engage visitors and capture leads automatically. Platforms like HubSpot can automate email campaigns to nurture leads. Choose the Right Tools: Research and select automation tools that align with your business needs. Consider factors like ease of use, integration capabilities, and customer support. Freemium Models: Take advantage of freemium versions of automation tools to get started without a significant upfront investment. Tools like Mailchimp offer free plans for small businesses.   TIMESTAMPS :  04:01 Appreciation for team involvement and automation benefits. 07:04 Custom software takes time, but off-the-shelf works. 10:57 Efficient lead management crucial for sales productivity. 15:54 Automate lead tracking, notification, and response oversight. 18:18 Scheduling made simple with shared booking links. 23:26 Automate functions, enhance employee experience, streamline onboarding. 24:33 Automate systems for cost-effective and efficient onboarding. 28:30 Streamlining reporting processes for executives using automation. 33:37 AI drives automation with increased operational relevance. 36:39 Human interaction is important but automation essential. 37:38 Seek Zapier blog for full case study. 43:28 Started without standard procedures, had to catch up. 45:21 Use chatbots and automation tools for lead generation.   GUEST BIO : Most businesses lose massive amounts of time and money to routine business tasks and technology struggles. While directing operations at Ptex Group, a New York-based marketing agency, Nathan Weill, a self-identified tech geek, set out to eliminate his own company’s losses by sharpening his SaaS expertise. After winning massive savings and growth for his employer, Nathan made it his mission to bring the same freedom to other businesses. He founded Flow Digital in 2018, providing headache-free automation support so business owners could stop struggling with SaaS tools and direct their full energy toward growth. Ranked as the #1 certified expert worldwide on Zapier's marketplace and certified by Keap, Pipedrive, Airtable, and many other tools, Flow Digital offers workflow, sales, and marketing automation as well as CRM implementation. Nathan and his team save clients around 45,000 hours per month and have generated over $10 million in ROI to date.

Welcome to another exciting episode of "Let's Talk Business"! In today's conversation, our host, Meny Hoffman, sits down with Pinchas Engel, founder of Pinit Bookkeeping, to delve deep into the world of e-commerce and financial management.  Pinchas shares invaluable insights on how to stand out in the competitive e-commerce landscape, the pivotal roles of bookkeepers, controllers, and CFOs, and the importance of delegating tasks to elevate your business. From understanding key financial metrics and their impact on profitability to navigating the challenges posed by COVID-19, Pinchas brings a wealth of knowledge to help business owners align their vision, financial strategies, and marketing efforts. Whether you're an early-stage entrepreneur or a seasoned business owner, this episode is packed with practical tips on improving your financial literacy, creating a structured business model, and hiring the right financial support to ensure success. Tune in to learn why understanding your finances is crucial and how you can leverage expert advice to make better decisions and grow your business profitably. Let's talk business with Pinchas Engel! BIO : Pinchas Engel founded Pinit Bookkeeping, a firm dedicated to helping established e-commerce sellers. Pinchas's main mission is to give his clients clear insights into their finances, turning complex data into simple, actionable strategies. With a knack for making numbers make sense, he’s helped many clients boost their profits, making Pinit a trusted place for sellers looking for financial support. LINKS :  pinitbookkeeping.com To watch or listen to this episode, visit: https://ptexgroup.com/podcast/ Listen via WhatsApp: https://chat.whatsapp.com/LQcX4QJzavWEKTGAbgK3Gh For all other episodes or to view all other ways to subscribe, visit https://ptex.co/podcast.   TIMESTAMPS :  06:20 Business owners must know key financial metrics. 08:08 Key business metrics: return on investment, profitability. 13:10 High product profit gives room for contingencies. 17:12 New companies need strategy to succeed. 19:31 CFO focuses on future; bookkeeper, controller on past. 21:46 Marketing spends should align with company objectives. 26:33 Outsourcing services for business growth and efficiency. 29:54 Start with pricing, then justify cost. 32:55 Prefers business conversation over transaction categorization stress. 35:46 Create a clear business roadmap for success. 39:34 "Assess skills, seek support, and plan growth." PRACTICAL POINTERS: Identify tasks you are not proficient at or do not enjoy and delegate them to your team. Make a list of tasks to delegate and assign them to team members or outsource as necessary. Implement systems to track and manage inventory and sales data, especially important for e-commerce. Invest in analytics tools and review inventory data weekly to avoid over or under-stocking. For early-stage businesses, consider outsourcing bookkeeping and hiring a fractional CFO to manage finances cost-effectively. Research and engage a bookkeeping service and fractional CFO to ensure professional financial oversight. If you're a business owner, objectively assess your financial skills and seek support where needed. Take a financial literacy course or workshop, and consider consulting a CFO to get a professional audit of your financial strategy. Develop a structured business model and a hiring roadmap that evolves as your company grows. Draft a business model that includes your long-term goals and a phased hiring plan based on projected growth milestones.  

Coming to you from the Ptex headquarters in Brooklyn, NY, this podcast is for no-nonsense advice to help you learn, grow, and lead.  Today, I’m excited to welcome back my good friend and past speaker of the Let’s Talk Business Conference, Eric Lofholm Eric Lofholm is a Master Sales Trainer who has taught his proven sales systems to thousands of professionals around the world. He is President and CEO of Eric Lofholm International, Inc., an organization he founded to professionally train people on the art and science of selling. Eric has been teaching people how to make more sales since 1999. In today’s insightful discussion, our host Meny Hoffman sits down with master sales trainer Eric Lofholm to delve into the intricacies of achieving sales success. Eric shares his expertise on the pivotal "inner game" of sales, emphasizing the importance of mindset and beliefs in driving performance. From viewing selling as a service to overcoming the fear of rejection, Eric offers practical tips and strategies to elevate your sales game. Tune in as we explore the transformational sales triangle, uncovering the critical roles of mindset, technique, and consistent action. Eric also shares his personal journey from struggling salesperson to top producer, highlighting how proper training and a positive outlook can revolutionize your career. Whether you’re an entrepreneur, salesperson, or sales manager, this episode is packed with valuable insights on goal setting, planning, and the art of closing deals. Join us and learn how to master the inner and outer game of sales, leverage content creation and technology, and most importantly, fall in love with the sales process itself. Get ready for a transformative conversation that will reshape your understanding of sales and set you on the path to success! This and so much more only on the Let’s Talk Business Podcast…  Let’s get right to our conversation with Eric Lofholm Links : wwww.saleschampion.com https://www.linkedin.com/in/ericlofholm https://www.facebook.com/ericlofholm https://www.youtube.com/saleschampion1 https://www.facebook.com/EricLofholmInternational TIMESTAMPS :  05:34 Explore strengths and passion for successful sales. 06:32 Being in sales is universal, skills essential. 11:13 Negative beliefs create roadblocks, especially in sales. 14:51 Prepare presentation with clear desired outcome defined. 18:43 Adapt communication and processes to each client. 21:52 Self-acknowledgment boosts sales success and confidence. 25:09 Transition from salesperson to manager requires different skills. 26:55 Consider compensation, leads, and text marketing efficiency. 30:35 Free goal-setting classes offered twice yearly online. 33:50 Key sales tips: positive mindset, action-based goals. PRACTICAL POINTERS: Eric Lofholm emphasizes the crucial role of maintaining a positive mindset in sales. He suggests the importance of being mindful of your thoughts, advising you to catch and replace negative thoughts with optimistic ones.  Focusing on actions rather than outcomes is another key lesson. Lofholm encourages setting action-based goals, such as making a certain number of prospect calls daily, instead of fixating on sales numbers.. Regular and structured planning is vital for sustained success. Eric highlights the importance of conducting mid-year and annual reviews to set and adjust your goals. By using the SMART (Specific, Measurable, Achievable, Relevant, and Time-bound) framework, you can make your goals clearer and more actionable. Understanding and being flexible in the sales process is essential. Mapping out the stages of your sales process and reviewing them periodically ensures that you stay in control.  Effective sales management involves understanding and facilitating your sales team. Knowing what motivates each salesperson and understanding their specific challenges allows you to customize your management approach. 

Welcome back to another insightful episode of "Let's Talk Business."  Today, our host Meny Hoffman dive deep into the intricacies of happiness, satisfaction, and fulfillment. Naftali shares his perspective on why fleeting happiness should take a backseat to the enduring pursuit of meaning and satisfaction. Drawing from his experience as a managing director and financial advisor at JPMorgan and his best-selling book "You Revealed," Naftali emphasizes the importance of living authentically, harnessing unique skills, and practicing gratitude. In this episode, we'll explore essential financial wisdom, such as the importance of budgeting, responsible spending, and understanding investments to avoid risky ventures. We'll also hear Naftali's thoughts on economic cycles, adjusting standards of living, and prioritizing savings for the future. As Naftali and Meny tackle the challenges of modern financial pressures, they provide actionable advice for those living paycheck to paycheck. We'll also illuminate personal development themes, like recognizing one's potential, focusing on self-improvement, and steering clear of futile comparisons. With discussions on self-esteem, the success of "You Revealed," and Naftali's plans for further contributions to self-development, this episode promises to inspire and empower you on your journey toward a fulfilling and responsible life. Tune in now to gain valuable insights into making meaningful changes in your financial and personal life. Links :  Buy his book : https://www.artscroll.com/Books/9781422627464.html   Episode Timestamps : 05:29 Think twice before spending to avoid regret. 07:19 Choose long-term enjoyment through disciplined financial decisions. 09:44 Save, budget, and plan for financial security. 13:03 Importance of budgeting for understanding expenses and value. 18:07 Stocks yield 6-10% above risk-free treasury. 19:09 Questioning 14% return as less risky than stocks. 25:16 Comparing people is ridiculous; spurs personal growth. 26:48 Focus on your own potential, not others. 31:03 Professional perspective on personal development and growth. 33:18 Do you communicate, keep promises, seek shortcuts? 38:09 Gratitude is vital for happiness and fulfillment. 40:32 Be grateful for what you have, always. 44:19 Book changes lives, inspires self-development and learning. 46:20 The impactful Torah book is challenging yet popular. 50:01 Closing remarks encouraging sharing and subscribing. Practical Pointers Understanding and navigating economic fluctuations are crucial for maintaining financial health. By being aware of these cycles, individuals can make informed decisions about saving, investing, and spending, which can lead to more stable and secure financial outcomes. Early financial planning is key to long-term stability. Initiating savings, investments, and retirement plans at the start of one's career can compound over time, providing a robust financial buffer and enabling greater financial freedom in the future. Achieving financial balance is essential for a satisfying life. It's important to enjoy the present while also ensuring future financial security. This involves making conscious choices about spending and saving, allowing for both immediate enjoyment and long-term financial goals. Breaking free from the paycheck-to-paycheck cycle requires deliberate financial action. By setting goals, reducing unnecessary expenses, and increasing income through various means, individuals can create a more sustainable financial situation that allows for savings and investment. Budgeting is a powerful tool for uncovering financial vulnerabilities and creating opportunities for advancement. By regularly reviewing and adjusting a budget, individuals can identify areas where they can cut back on expenses and redirect funds towards career development or other investments that can lead to increased income.   Happiness, satisfaction, fulfillment, purpose, unique skill sets, gratitude, perspective, Naftali Horowitz, Meny Hoffman, Let's Talk Business podcast, personal development, economic cycles, financial advice, responsible spending, budgeting, comparing oneself to others, potential for growth, JPMorgan, Yu Revealed, investment risks, self-esteem, financial planning, retirement savings, reckless spending, fraudulent investment schemes, career advancement, time management, communication skills, self-improvement, book readership, Torah learning

Welcome to "Let's Talk Business"! In today's episode, host Meny Hoffman sits down with entrepreneur Jon Darbyshire to delve into the intricacies of software implementation and AI-driven business solutions. Tune in as they explore why so many software projects fail, the pivotal role of AI in transforming everyday tasks, and how Darbyshire's Smart Suite is setting new standards in project management. They also share insights from the startup grind conference, discuss how to vet the best project management systems, and the critical importance of customer feedback and company culture in driving growth and innovation. Plus, get inspired by exclusive stories from Darbyshire's journey, including the successful sale of Archer Technologies. Whether you're a tech enthusiast or a business leader aiming for greater efficiency, this episode offers a wealth of practical advice and forward-thinking strategies.  Jon's Links and Etc  (smartsuite.com) (https://www.linkedin.com/in/jondarbyshire/) (https://www.youtube.com/@hellosmartsuite) The book that changed my life : Outliers by Malcolm Gladwell. Advice I'll never forget : follow the customer. Topics within this episode :  ### 1. Factors Contributing to Software Implementation Failures - Overly simple or complex processes - Need for automation to streamline tasks ### 2. Utilization of AI in Smart Suite - Enhancing user experience and improving client work - Automating content generation, summarization, and management - Creating custom workflows and CRM systems - Enabling data analysis through chatbots and dashboards ### 3. Insights from Startup Grind Conference - AI's potential impact on various industries - Exponential growth and utilization of AI in businesses ### 4. Importance of Using AI for Task Automation - Automating disliked or inefficiently performed tasks - Leveraging AI for improved productivity and time-saving benefits ### 5. Selecting Software and Considering Tech Stack - Importance of the tech stack for younger employees handling day-to-day activities - Vetting the proper system for project management   - Understanding available features   - Mapping out the process   - Utilizing free trials for comparison ### 6. Involving Team in Decision-Making Process - Creating ownership and involvement in chosen systems ### 7. Client Feedback and Product Development - 90% of feature growth from direct client feedback - Public roadmap and customer-inspired development - Building relationships through regular customer meetings - Involving customers in development processes for better outcomes and adoption ### 8. Archer's Referral Program and Hiring Practices - $2,500 offered for referrals leading to hires staying for a year - Assessing cultural fit through lunch meetings with existing team members ### 9. Long-term Versus Short-term Hiring Practices - Prioritizing culture fit and internal referrals - Differences between bootstrapped companies and venture-backed companies ### 10. Archer's Acquisition by EMC - Negotiations with multiple parties - Adjustments due to differences in company culture - Post-acquisition operational and community involvement changes - Archer's culture ultimately prevailing ### 11. Development of Smart Suite - Inspiration from Hoffman's break and startup investments - Need for a single platform to manage various processes and projects - Native integrations with over 6000 products - Eliminating the need for multiple point solutions ### 12. Data Integration and Management Reporting - Solving the problem of disparate point solutions - Importance of accessible and consolidated data for decision-making - User-friendly and collaborative interfaces for younger users ### 13. Use Case and Customer Experience with AI - Rebranding PTAC's group website focusing on UI/UX, coding, and analytics - Significant cost savings and efficiency improvements within 20 days of implementation ### 14. Future Strategic Goals for Smart Suite - Integrating AI in a non-intrusive and understandable way - Simplifying interfaces for general users while adding features for advanced users ### 16. Rapid-fire Questions and Personal Insights - Book recommendation - Memorable advice - Future traveling aspirations ### 17. Hiring Practices at Archer - Hiring individuals with specific experience levels - Focus on consulting backgrounds - Prioritizing employee referrals for cultural compatibility - Balancing hiring top talent with maintaining company culture This sequence encapsulates the primary and sub-topics discussed in this episode, providing a clear and comprehensive understanding of the content.   Keywords :  software implementation failures, AI in business, automation in tasks, Smart Suite AI, custom workflows, CRM systems, data analysis, startup grind conference, AI impact, employee tech stack, project management system, free software trials, team decision-making, customer feedback, public roadmap, customer-inspired development, recruitment strategies, culture fit, internal referrals, bootstrapped companies, venture-backed companies, acquisition negotiations, Archer Technologies, EMC acquisition, direct-to-consumer product, managing processes, no-code platforms, data integration, user-friendly interfaces, Microsoft Clarity, cost savings and efficiency.