client services

In this captivating episode of the Maker Money Podcast, Kyle Knowles sits down with Glen Calvert, co-founder of Kaizan AI. This innovative startup leverages artificial intelligence to enhance client satisfaction and retention. Glen shares his entrepreneurial journey, from his early days in traditional publishing and online advertising to his groundbreaking work in the e-sports industry. 🚀

What Listeners Will Learn:

🎯  Passion and Persistence: Glenn's entrepreneurial journey is a testament to the power of passion and persistence. From starting multiple startups to venturing into AI, Glenn's story highlights the importance of staying committed to your vision and continuously learning and adapting along the way.
🎯 Embracing AI for Business Growth: Glenn's journey with Kaizan AI showcases the potential of AI in enhancing client relationships and driving business growth. By leveraging AI models for client priorities and pain points, Glenn demonstrates how technology can revolutionize traditional business practices and improve customer satisfaction.
🎯 Startup vs. Corporate Mentality: Glenn's insights on the differences between working in startups versus corporate environments shed light on the unique challenges and opportunities each setting presents. His advice to aspiring entrepreneurs emphasizes the need for resilience, adaptability, and a willingness to embrace chaos in the startup world.

Whether you're an aspiring entrepreneur, a seasoned business owner, or fascinated by the transformative power of AI, this episode is a must-listen.  🎧

🔥 #ArtificialIntelligence
🌟 #Entrepreneurship
💡 #Innovation
🤝 #ClientService
💻 #Startups

• [1:00] Meet Margot Boomstein
• [3:00] Margot's story kicks off with a new project
• [5:00] She's falling in love
• [8:00] Things start getting Gilligan's Island bad
• [9:00] More red flags
• [12:00] She's falling out of love
• [13:00] How do you try to turn a situation around?
• [20:00] Keeping your heart in it
   

About our guest
Margot Bloomstein, Brand and content strategist, author, speaker, and facilitator
Margot is one of the most prominent voices in the content strategy industry. She is the author of the critically acclaimed Trustworthy: How the Smartest Brands Beat Cynicism and Bridge the Trust Gap and the industry mainstay Content Strategy at Work: Real-World Stories to Strengthen Every Interactive Project. She is also the principal of Appropriate, Inc., a brand and content strategy consultancy based in Boston.

For more than 20 years, Margot has taught workshops, keynoted conferences, and advised marketing teams around the world, earning a reputation for asking thoughtful questions and bringing teams together in productive, creative work. She developed the popular message architecture-driven approach to content strategy and created BrandSort, a tool embraced by consultancies to help organizations clarify their communication goals. Her clients include the American Montessori Society, Harvard University, Fidelity, Lovehoney, Mailchimp, Scholastic, Sallie Mae, Timberland, and the Rhode Island Public Transit Authority. A participant in the inaugural Content Strategy Consortium and featured speaker at SXSW, Margot advises Women Talk Design, a platform for speakers in design. She also teaches in the content strategy graduate program at FH Joanneum University in Graz, Austria. Margot lives outside Boston and lectures around the world about brand-driven content strategy and designing for trust.  

Scott was joined virtually by Matt Halloran, Co-Founder and CRO at ProudMouth. ProudMouth is the solution toone of the biggest obstacles professionals and companies face: the ability to consistently produce authentic and valuable content to power their content marketing strategy. Matt has hosted and been on over 1,000 podcast episodes. He’s also the host of ProudMouth podcast, the Top Advisor Marketing Podcast, where he shares marketing strategies tailored for advisors and connects with top industry leaders, and Be Your Own Loud, which features amazing people who’ve gained influence by being unapologetically themselves. 

In this episode you will learn: 

1. Matt’s Five ROI’s of Podcasting
2. How ProudMouth and the Pod Rocket Academy can help with marketing initiatives and launching a successful podcast
3. How Scott and Matt connect at the Riskalyze Conference with Females & Finance
4. Accelerate Your Influence by being an expert in your community

Connect with Scott on LinkedIn
Connect with Matt on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on ProudMouth click here

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@pcninsurance.com

Join our resident Business Ninja Jamie together with Devan Bouchard, CEO of Encepta, which provides highly configurable software for telecommunications and utility industries, so their clients can better understand the condition of their infrastructure and manage the associated business process or workflow. Automation is key to accelerating service delivery while minimizing the risk of human error. Encepta focuses on providing an empowering and exciting culture as a foundation for our teams. Their enthusiasm, courage, and desire to solve practical industry problems have been paramount in helping us build strong relationships with their clients. For more information, visit https://www.encepta.net/

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Do you want to be interviewed for your business?  Schedule time with us, and we'll create a podcast like this for your business:  https://www.WriteForMe.io/

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Want to be interviewed on our Business Ninjas podcast? Schedule time with us now, and we'll make it happen right away!

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See the Faces Behind The Voices on our YouTube Channel!

Scott was joined by Josh Lackowski, Director of Marketing Strategy & Account Services of Producers Choice Network, in studio to discuss branding your business. Josh shares his branding best practices, challenges advisors face with branding, establishing a company mission statement and core values.  

Listen to Josh’s previous episodes:

Episode 024 - Meaningful Marketing with Josh Lackowski here
Episode 063 - Meaningful Marketing Part 2 with Josh Lackowski here

Connect with Scott on LinkedIn
Connect with Josh  on LinkedIn

For more on The Optimized Advisor Podcast click here 
For more on Producers Choice Network click here

Follow us on LinkedIn
Follow us on Instagram
Follow us on Facebook

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@pcninsurance.com

Scott invited Jason Labrum back in studio to discuss all things mindset. As a successful entrepreneur and certified financial planner, Jason shares his tips and tricks to optimize his life through his mindset. Scott and Jason also discuss getting clients in the right mindset with their finances.  Jason is the Founder and CEO of Intelligence Driven Advisers. 

Listen to Jason’s first episode, #10 - Learn from An Optimized Advisor: Jason Labrum CFP®, AIF® here

Connect with Scott on LinkedIn
Connect with Jason  on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on IDA Wealth click here

Purchase Jason's book, Financial Detox®: How To Steer Clear of Toxic Advice, Achieve Financial Independence, and Manage Your Wealth for Maximum Impact, here

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@pcninsurance.com

Scott welcomed Josh Lackowski in studio to pick up where their conversation on Meaningful Marketing left off (listen to Ep. #24 here). Josh is the Director of Marketing Strategy & Account Services of Producers Choice Network and is a marketing and creative expert that has helped take the Optimized Advisor Podcast to the next level. In this episode they discuss how to break through the noise to become well-known and build trusted relationships, attraction, connection, and how to transform. 

Connect with Scott on LinkedIn
Connect with Josh on LinkedIn

For more on The Optimized Advisor Podcast click here  
For more on Producers Choice Network click here

Follow us on LinkedIn
Follow us on Instagram
Follow us on Facebook

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com 

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@pcninsurance.com

Julie (Pocta) Koepsell is the President of Horizontal Digital, North America who is an experienced digital marketing leader and has spent her entire career working in agencies, large or small, on brands of every industry imaginable. 

Having worked her way to the top, Julie started her career in client services as an Account Executive in LKH&S then moving on to Nelson Henry. She then took a higher position as an Account Supervisor with Riley Hayes Advertising then proceeded to Colle + McVoy. From there, she got hired at Olson where she worked her way higher into the ranks from being an Account Director to being the SVP, Director of Client Services. She continued to push her way higher and eventually landed the position of Managing Director at Mirum Agency then moved to Fellow Agency where she stayed for almost 2 years before moving to her current position as President of Horizontal Digital. 

Julie is well-known for her capacity to drive solutions, champion great work, build teams/communities, and produce results which are all centered on the three business aspects that she’s most interested in: Leveraging the intersection of brand, marketing, and technology to create solutions that drive business results, Helping people and teams realize their full potential, and Advancing women at work and in life. 

You can learn more, follow, and connect with Julie (Pocta) Koepsell through her LinkedIn - https://www.linkedin.com/in/juliekoepsell/

This series is being put together in collaboration with AIGA Minnesota - one of the largest chapters of AIGA, that works to enhance the value and deepen the impact of design across all disciplines of business, society, and our collective future.

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Curious, a group of B2B marketers helping their clients define a conversation that is unique, relevant, and honest with their ideal customers. They then help their clients find their ideal audience to start the conversation by pushing content through the most efficient channels, whether that be traditional or digital.

• Challenges and recommendations to new mothers or rather primary caregivers who are leaders.   
• Client services, what it means, the future of it, the role vs project management, staffing vs casting teams and advice for those early in their career. 

Stefanie is a marketing consultant with over 10 years experience in digital marketing and advertising.  American Express, Canon, Samsung and Verizon are just a couple of the clients that she has partnered with.