הפודקאסטים הטובים ביותר ב-Crm Event (2024)

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The Big CRM Event 25:06

16d ago25:06

25:06

Two years after the announcement that Veeva and Salesforce would part ways, Life Sciences organizations are racing to evaluate their options and select their CRM partner before the 2025 cutover. Jen is joined by Vynamic’s Life Sciences Commercial Operations Lead, Jeremy Shirey, and Tech & Digital Transformation Service Lead, Vince Annerhed-Harris a…

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Ep 568: Ranch Math 6:49

19h ago6:49

6:49

In this episode, Dan Martinez and Anthony discuss the concept of "Ranch Math," which they use as a method to calculate potential profits and scalability in large-scale real estate projects, specifically ranch developments. They break down how investing in ranches, with each one considered a "unit," can quickly lead to exponential growth in revenue.…

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SMSF: Understanding planning and strategies for older clients 32:12

1d ago32:12

32:12

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Peter Johnson, director of Advisers Digest, to give a sneak peek at his upcoming session at the SMSF Adviser Technical Strategy Day and why it’s vital to understand the evolving needs of older clients. Johnson explains some of the opportunities that are availabl…

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Navigating the Dynamic Process of Brand Planning 24:49

2d ago24:49

24:49

In today’s competitive and dynamic pharmaceutical landscape, mastering the art of brand planning and management is crucial to success. In this episode, Jen and Mindy are joined by Vynamic’s Brand Strategy Offering Lead, Liza Flaherty, to discuss common challenges, best practices, and latest trends impacting the process of creating an effective bran…

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Ep 131| Year-End Giving Strategies: 3 Fundraising Ideas for Tailored Charity Events 14:25

2d ago14:25

14:25

Send us a text Looking for original fundraising ideas to make your charity events stand out? With year-end giving right around the corner, don’t miss 3 strategic and creative ways to engage donors with tailored events that boost attendance. Jena and Britt share three strategies to personalize your events for different donor groups, add interactive …

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Ep 567: How To Jump Start A House WIth Seth Hardy 6:52

3d ago6:52

6:52

In this episode of the H Podcast, host Dan Martinez welcomes back Seth Hardy, a real estate investor from Indiana, for a "Deal Breakdown" segment. Seth shares an unusual and intriguing story from a property appointment in Gary, Indiana, where a homeowner jump-started his house's power using a truck. The episode highlights the unexpected situations …

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Financial advice at the Olympics – Learning from the track 18:03

3d ago18:03

18:03

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Olympian and financial adviser at HLB Mann Judd Sarah Carli to discuss her experience at the 2024 Paris Olympics and the importance of being well prepared both on and off the track. Having competed in the 400-metre hurdles at the recently completed Paris Games, Carli explains…

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The Talent vs. Labor Debate 21:37

5d ago21:37

21:37

In this compelling episode of "Corralling the Chaos," host Angela Alea, President & CRO of LASSO, sits down with Anthony McCoy to discuss a pivotal shift needed in the live events industry—the shift from viewing workers as mere 'labor' to recognizing them as 'talent.' They explore the profound impact this mindset change can have on the industry, in…

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Ep 566: Value Of Time 7:45

5d ago7:45

7:45

In this episode, Daniel and Anthony explore the concept of time as a valuable and finite resource, drawing inspiration from the movie In Time. They discuss the parallels between time and money in the real estate business, emphasizing how investing time is often more crucial than financial investment, especially for those starting out. As their real…

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IFA: The future of single practitioner advice firms 30:30

5d ago30:30

30:30

In this episode of The ifa Show, host Maja Garaca Djurdjevic and Eugene Ardino, CEO of Lifespan Financial Planning, explore the challenges that single adviser firms face and why they have an important place in the market. Ardino explains what the future holds for these firms and how reductions in red tape will make life easier, as well as how outso…

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Ep 565: Investing In Houses In NW Indiana With Seth Hardy 26:18

8d ago26:18

26:18

In this episode of the H Podcast, host Dan Martinez interviews Seth Hardy, a real estate investor from Indiana. Seth shares his inspiring journey from being a physical therapist to transitioning into real estate during the COVID-19 pandemic. He discusses how he started with wholesaling and built his business from the ground up, eventually scaling t…

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SMSF: ‘Adopting a holistic approach’ – Dealing with estate planning nuances 40:28

8d ago40:28

40:28

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Matthew Burgess, director of View Legal, to take a look at some of the estate planning considerations that SMSF professionals need to keep top of mind. Burgess explains why the outcomes of a number of recent court cases hold valuable information for everyone in …

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Biz Apps Classroom, Ep. 18: Making events inclusive by design, with Ana Inés Urrutia 34:21

9d ago34:21

34:21

Running better events means making them accessible to more people, and our guest on this episode, Microsoft MVP and HR expert Ana Inés Urrutia, joins us in the Biz Apps Classroom to discuss how conferences can do more to be inclusive by design. Both Ana Inés and BAC co-host Julie Yack will be participating in Scottish Summit 2024 in October, and th…

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EP130| Master Monthly Giving: 5 Steps to Recurring Donation Success 25:31

9d ago25:31

25:31

Send us a text Join Jena and Dana Snyder, founder of Positive Equation, as they explore Dana's five-step framework for enhancing nonprofit monthly giving programs. Learn actionable tips from her new book, "The Monthly Giving Mastermind," and discover how to build a thriving, community-driven giving program. Get actionable tips and tactics to: Treat…

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Ep 563: Finding Your Limits As A Land Investor 49:25

10d ago49:25

49:25

In this call, the team discusses a recent land acquisition of 100 acres near Houston for $1 million, achieved through strategic direct marketing and MLS searches. Allan, who found the deal, shares his approach to quickly generating leads through direct contact with agents. The conversation shifts to the team's overall strategy, emphasizing the impo…

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Ep 564: Trash Arbitrage 6:51

10d ago6:51

6:51

In this episode, Daniel and Anthony delve into the concept of "Trash Arbitrage" in land investing, a strategy where properties with significant trash or debris are acquired at a discount, and either sold as-is or cleaned up to generate a profit. They share personal experiences, including dealing with properties covered in shingles, tires, and even …

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The future of single practitioner advice firms 30:30

10d ago30:30

30:30

In this episode of The ifa Show, host Maja Garaca Djurdjevic and Eugene Ardino, CEO of Lifespan Financial Planning, explore the challenges that single adviser firms face and why they have an important place in the market. Ardino explains what the future holds for these firms and how reductions in red tape will make life easier, as well as how outso…

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IFA: Unlocking the potential of your CRM with Matt Esler 24:14

12d ago24:14

24:14

In this episode of The ifa show, host Maja Garaca Djurdjevic and Matt Esler, co-founder and co-CEO of Padua, explore how financial advisers can maximise the potential of their CRM systems. He emphasises that while CRMs are powerful tools, their effectiveness hinges on the quality of data input. Esler also discusses the importance of personalisation…

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Ep 562: Grow Or Die 6:22

15d ago6:22

6:22

The podcast episode you shared emphasizes the concept of "grow or die" in business. The hosts discuss the importance of continuous growth and reinvestment in your business to avoid stagnation or decline. They highlight the value of pivoting when necessary and focusing on high-value opportunities, such as capital raising, to ensure long-term success…

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Ep 129| Maximize Monthly Giving: The 3-R Incentive Formula (Part 2) 14:18

16d ago14:18

14:18

Send us a text Building on last week's episode, today we unpack how nonprofits can transform one-time donors into loyal supporters using the "3-R Formula" — Reciprocity, Rewards, and Recognition. Jena and Cara share practical strategies to enhance monthly giving and strengthen donor relationships by leveraging the power of incentives. Learn how to:…

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Ep 561: How To Raise Capital As A Land Investor 1:03:44

17d ago1:03:44

1:03:44

The meeting primarily focuses on sharing recent wins, discussing strategies for identifying and securing profitable real estate deals, and exploring the importance of raising capital. Participants share personal experiences and advice on how to approach potential investors, manage deals effectively, and grow their real estate businesses. The conver…

1
Unlocking the potential of your CRM with Matt Esler 24:14

17d ago24:14

24:14

In this episode of The ifa show, host Maja Garaca Djurdjevic and Matt Esler, co-founder and co-CEO of Padua, explore how financial advisers can maximise the potential of their CRM systems. He emphasises that while CRMs are powerful tools, their effectiveness hinges on the quality of data input. Esler also discusses the importance of personalisation…

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Future-Proofing Finances: Embedded Payments & Financial Services in Events 26:06

18d ago26:06

26:06

In this episode of Corralling the Chaos, join Angela Alea, President & CRO of LASSO, and Casey Kipfer, CFO of JustiFi, as they explore the transformative power of embedded payments in event management. Discover how these solutions streamline operations, enhance security and compliance, and open new revenue streams for businesses. Gain insights into…

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Ep 560: Finding Unicorn Deals 6:49

19d ago6:49

6:49

The transcript captures a discussion between two individuals about a creative real estate deal involving 60 acres of land near a city. They negotiated highly favorable terms, including a $14,000 due diligence fee, a six-month extension for $200,000, and three years of seller financing. The conversation highlights the uniqueness of the deal, their s…

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IFA: Finding the ‘secret sauce’ for advice firm operations 33:40

19d ago33:40

33:40

In this episode of The ifa Show, host Keith Ford is joined by Lana Clark, founder of GSD Lab and senior consultant at Elixir Consulting, powered by VBP, to take an in-depth look at some of the key findings from the firm’s recently released Advice Operations Research Report. Clark breaks down the ingredients that make up the secret sauce of great ad…

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Ep 559: Brett Attebury Testimonial From The Hivemind Event 3:57

22d ago3:57

3:57

The transcript is a conversation between Brett Anterbury and another individual about their experience at the Hive Mind Event 4.0 in Texas. Brett expresses how this event was one of the best he’s attended, mentioning the high level of access to successful people, the welcoming and fun atmosphere, and the valuable connections made. He describes acti…

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SMSF: 100th episode special – Peter Burgess on the glimmer of hope for $3m super tax changes 44:51

22d ago44:51

44:51

In this special episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn celebrate the 100th episode of the podcast with a discussion of how the sector has changed over the last four years. SMSF Association CEO Peter Burgess also joins the show to break down the current state of the $3 million super tax bill and why the growing support for…

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Biz Apps Classroom, Ep. 17: Power Platform Community Conference 2024 Preview with Lisa Crosbie 31:16

23d ago31:16

31:16

MSDW is a media sponsor of Power Platform Community Conference 2024. Get $100 off your registration with the code MSDW100. Microsoft MVP Lisa Crosbie has spent plenty of time and effort understanding Microsoft's rapidly expanding set of Copilot offerings for Dynamics 365 and Power Platform. While she has documented many of those discoveries and ins…

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Ep 128| 5 Effective Nudges for Monthly Giving 18:18

23d ago18:18

18:18

Send us a text Understanding donor behavior can be a game changer for your fundraising strategy. In this episode, Jena and Cara break down 5 simple, effective "nudges" you can implement today to boost your monthly giving program. Forget the heavy psychology talk—this is all about practical steps you can take to encourage those sustaining recurring …

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Ep 558: Anyone Can Do It, But It Isn't For Everyone It Is Really Hard To Be Us 11:53

24d ago11:53

11:53

In this episode, the hosts discuss the complexities and challenges of big land investing, offering insights into the realities of working on large-scale land projects. They share personal experiences, including dealing with substantial invoices, long timelines, and the need for significant capital reserves. The conversation highlights the difficult…

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Finding the ‘secret sauce’ for advice firm operations 33:40

24d ago33:40

33:40

In this episode of The ifa Show, host Keith Ford is joined by Lana Clark, founder of GSD Lab and senior consultant at Elixir Consulting, powered by VBP, to take an in-depth look at some of the key findings from the firm’s recently released Advice Operations Research Report. Clark breaks down the ingredients that make up the secret sauce of great ad…

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Biz Apps Classroom, Ep. 16: George Doubinski on Power Platform Interns and Apprentices 42:47

25d ago42:47

42:47

Microsoft MVP and founder of AlexaCRM George Doubinski joins us in the Biz Apps Classroom to talk about his recent experiences hiring an intern to learn what Power Platform services and solutions development are all about. As this person's internship experience nears an end, George shares several lessons and observations that others may want to con…

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Ep 557: Leases In Real Estate 49:13

26d ago49:13

49:13

In this detailed episode, the hosts dive into the complexities of leases, including master leases, triple net leases, and their applications in both residential and commercial real estate. They also discuss various strategies for using leases to gain control of properties without outright ownership, the nuances of negotiating lease terms, and the i…

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Why CTI is a customer service game-changer, with Upland Software 30:48

26d ago30:48

30:48

This episode is sponsored by Upland Software. In a world where the next revolutionary contact center technology is always just around the corner, the reality is that agents still need real solutions today. Computer-telephony integration (CTI) is the real game-changer, says this episode's guest, Denis Francoeur, Director of Product from Upland Softw…

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IFA: ‘Milestone event’: Inside the Entireti, AMP deal 32:03

26d ago32:03

32:03

In this episode of The ifa Show, host Keith Ford is joined by Neil Younger, CEO of Entireti, to discuss the firm’s recently announced strategic partnership that will see Entireti take a majority stake in AMP’s three licensees and the Jigsaw offering. Younger explains how the move will impact the advisers moving across as well as what the deal means…

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Ep 556: Naming A Neighborhood And Streets 4:24

29d ago4:24

4:24

In this episode of the Hive With Us Podcast, the hosts delve into the fascinating process of naming subdivisions and streets—a unique aspect of real estate development that many people might not be aware of. They share their personal experiences with naming streets after their children and the creative freedom that comes with being a developer. The…

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Ep 127| Engage Your Board: Avoid Year-End Fundraising Burnout 22:03

1M ago22:03

22:03

Send us a text 🚨 Avoid Year-End Fundraising Burnout! 🚨 Madeline McCoy, Founder and CEO of The Nonprofit Solution, shares the essential strategies that can transform your nonprofit's success by aligning board engagement with team roles. In this episode, Madeline and Britt break down actionable tips to help your organization stay productive and motiv…

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Relative Return: The return to favour for fixed income 24:26

1M ago24:26

24:26

In this episode of Relative Return, host Laura Dew chats with Kellie Wood, head of fixed income and deputy head of fixed income and multi-asset at Schroders Australia, to discuss why fixed income is returning to favour after a 12-year wait. Listen as they discuss: Why fixed income is in a good position now. The unique challenge in Australia’s econo…

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Ep 555: What Can You Learn At A Hivemind Event? 19:46

1M ago19:46

19:46

In this episode of the Hive With Us Podcast, the hosts reflect on their recent successful event and share valuable insights they gained. The conversation covers topics such as leveraging real estate strategies, the importance of consistent practice in developing unconscious competence, and the value of staying mentally and physically fit to succeed…

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‘Milestone event’: Inside the Entireti, AMP deal 32:03

1M ago32:03

32:03

In this episode of The ifa Show, host Keith Ford is joined by Neil Younger, CEO of Entireti, to discuss the firm’s recently announced strategic partnership that will see Entireti take a majority stake in AMP’s three licensees and the Jigsaw offering. Younger explains how the move will impact the advisers moving across as well as what the deal means…

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Ep 554: Importance Of Health In Business 8:39

1M ago8:39

8:39

In this episode of the Hive With Us Podcast, the hosts discuss the critical importance of health and wellness for entrepreneurs, especially in the high-stress world of real estate. They reflect on the challenges of maintaining a healthy lifestyle while building a business and the need for incorporating health-conscious habits into daily routines. T…

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IFA: ‘I’m really bullish on the profession’: The opportunity to provide value 27:51

1M ago27:51

27:51

In this episode of The ifa Show, host Keith Ford is joined by Ryan Watson, chief executive of Tribeca Financial, to discuss the importance of bringing more advisers into the profession and why he believes there is currently an incredible opportunity to help people through financial advice. Watson covers the advice firm’s recent expansion with a new…

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Ep 553: Starting Real Estate From Nothing In 2024 With Henry Washington 31:31

1M ago31:31

31:31

In this episode of the Hive With Us Podcast, the hosts catch up with real estate investor Henry Washington to discuss the shifting market, strategies for success, and the importance of collaboration and social media presence in the real estate industry. The conversation touches on market adaptations, the value of strategic partnerships, and the ben…

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SMSF: How does an enduring power of attorney work with an SMSF? 40:56

1M ago40:56

40:56

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Chris Hill, co-founder – legal at Inherit Australia, to dive into all of the issues and challenges that can arise when an enduring power of attorney and an SMSF collide. Hill explains why SMSF professionals need to have discussions with their clients around inca…

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EP 126| How Does Data Equity Increase Donations for Growing Nonprofits? 28:29

1M ago28:29

28:29

Send us a text “Data can be a powerful tool for social change, but only if it is collected, analyzed, and applied in ways that promote fairness, justice, and inclusion.” Meena Das Data equity is essential for creating a fair and inclusive society. Join Britt and Meena Das, CEO of Namaste Data, to explore what data equity means and why it matters to…

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Relative Return: Debunking index investing 21:08

1M ago21:08

21:08

In this episode of Relative Return, host Laura Dew speaks with Michael Hunstad, deputy chief investment officer and chief investment officer of global equities at Northern Trust Asset Management, to debunk myths around index investing. Listen as they discuss: Misconceptions around index investing. Impacts of market volatility on index funds. Why “p…

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Ep 552: The Hard Way To Get Rich 14:20

1M ago14:20

14:20

In this episode of the Hive With Us Podcast, Daniel Martinez and his co-host discuss the challenges and strategies for becoming successful in real estate investing and wholesaling. They emphasize the importance of avoiding the pitfalls of bootstrapping a business and instead advocate for raising capital and partnering with experienced individuals. …

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