This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and ot ...
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Dedicated to creating awareness of the resources that are available to those who struggle with worry, stress or their mental health. Each podcast will take one of two formats: An Interview: A conversation with someone who has overcome a huge obstacle in their life or has made a difference in the mental health community. A Story: A short narrated inspirational or motivational story of someone who demonstrated mental resilience. Topics include stress management, mental health, mental illness, ...
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Because no one pictures themselves working at a call center, First Contact: Stories of the Call Center is a monthly podcast about how tech leaders and entrepreneurs found their way into the contact center industry.
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Ready to enhance your photography workflow? Welcome to Workflows, a podcast by Imagen that transforms how photographers like you manage their business, making every minute count. Each episode offers advice on optimizing your photography workflows so you spend less time at the desk and more time behind the camera. It also tells real-life stories and shares innovative tools to optimize your operations, helping you maximize efficiency and creativity in your photography business. Join host Scott ...
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The Mogul Dad was founded by Jay Houslander, a sports enthusiast who found new and exciting ways to tell stories. The Mogul Dad is founded on one simple belief: Anything is possible. With a decade of experience in marketing, print and internet, Houslander pulled from each of those experiences to create a hybrid media company that produces high quality content across all platforms. A company that blends elements of web design, social media, video and other platforms to help companies, media o ...
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Empowering Women and Event Success in Lead Generation: Sara Malo
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In this episode of First Contact: Stories of the Call Center, host Christian Montes sits down with marketing trailblazer Sara Malo to discuss her inspiring journey and her role in transforming the lead generation industry. As VP of Partnerships at Lead Generation World, President of LinkUnite, and a leader at Contact.io, Sara shares her experiences…
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The Power of Community To Transform Your Photography Business
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In this episode of the Workflows Photography Podcast, Scott explores a topic close to his heart - the importance of community for photographers. Why You Should Listen Gain insights on how community can enhance your photography skills and business. Learn actionable tips for finding and engaging with supportive photographer communities. Discover how …
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Secrets to Efficient Wedding Day Photography Management with Michelle Harris
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34:51
In this episode of Workflows, Scott Wyden Kivowitz sits down with accomplished photographer Michelle Harris to explore innovative strategies that streamline photography workflows and enhance client engagement. Join us as Michelle Harris reveals her groundbreaking approach to photography, including practical tips for effective organization, time-sav…
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Building a Customer-Centric Culture: Annette Franz
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58:31
In this episode of First Contact: Stories of the Call Center, Christian Montes sits down with customer experience (CX) expert Annette Franz to explore the vital connection between employee experience (EX) and delivering exceptional CX. Annette shares her insights on building a customer-centric culture, effective journey mapping, and the role of dat…
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Surviving the Physical and Mental Demands of Wedding Photography with Lauren O’Brien and Michael Cassara
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In this episode of Workflows, Scott Wyden Kivowitz is joined by talented photographers Mike Cassara and Lauren O'Brien. They share their unique wedding photography styles and the challenges they face on the job. Mike Cassara and Lauren O'Brien explore the nuances of wedding photography, focusing on their hybrid styles, which combine organic and pos…
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Consistency For Your Wedding Photography And Videography Business with Vanessa da Silva
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42:13
In this episode of Workflows, Scott Wyden Kivowitz is joined by the talented videographer and photographer, Vanessa da Silva, known for her unique perspective on consistency and efficiency in the wedding industry. Vanessa da Silva opens up about her journey, touching upon the importance of consistency in photography and the common pitfalls of obses…
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The Loneliness Epidemic - How CX Can Bridge the Gap: Nate Brown
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🎧 In today’s episode, Nate Brown shares his expert insights on leveraging customer-centric models and community to boost brand loyalty. Learn how integrating digital communities can transform customer interactions and feedback into a strategic advantage for your business. Nate discusses the crucial role of transparency and co-creation in deepening …
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Behind the Scenes of Successful Sports Photography Operations with Jay and Carinna Boatwright
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49:46
Jump into the world of sports photography with this illuminating episode of Workflows. Scott Wyden Kivowitz chats with the highly successful volume sports photography duo Jay and Carinna Boatwright, who has garnered acclaim for their photography work, business, and hands-on, comprehensive workshops. Discover the secrets behind successful volume spo…
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Purposeful Corporate Event Photography Systems with David England
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35:52
In this episode of Workflows, Scott Wyden Kivowitz is joined by the talented photographer David England, who shares his compelling journey in corporate event photography. David England opens up about his unique workflow, from responding quickly to inquiries to employing cutting-edge technology to deliver high-quality images at incredible speed. He …
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The JEPPP Philosophy: Milan Batinich’s Guide to Professional Fulfillment
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Join us for an enlightening episode of First Contact: Stories of the Call Center, featuring Milan Batinich, a dynamic speaker, coach, and entrepreneur dedicated to helping individuals discover joy, energy, passion, peace, and purpose—what he calls 'JEPPP'—in their careers. Milan brings a wealth of experience from operational and sales roles across …
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Setting Boundaries and Managing Client Expectations in Your Photography Business with Lindsay Coulter and Timothy Muza
1:02:42
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In this special episode of Workflows, we're calling Workflows Mentors. Scott Wyden Kivowitz partners up with Lindsay Coulter and Tim Muza of the Shoot Your Shot Photography Podcast. We will share our wisdom on balancing work and life with outsourcing and technology for a demanding photography career. Ask your question by sending an audio message to…
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JB O'Banion of Titleist Asset Management on RIA Stories
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28:21
This episode of RIA Stories features Titleist Asset Management's co-founder JB O'Banion. Titleist Asset Management is focused on providing advisors true freedom and independence. They provide advisors access to top-tier clearing and custody, industry-leading technology and access to a team of investment professionals who specialize in securities an…
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Fantastic Elopement and Wedding Photos Every Time with Martina Lanotte
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34:59
In this episode of Workflows, Scott Wyden Kivowitz has a fascinating conversation with talented photographer Martina Lanotte, who brings a fresh perspective on the future of photography. Martina digs into how AI is transforming the industry, her minimalistic approach to photography, her efficiencies in managing busy schedules, and her eco-friendly …
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Shannon Spotswood of RFG Advisory on RIA Stories
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Advisors who partner with RFG have access to their award-winning platform built for independent Advisors. This gives advisors the freedom to do what they do best: serve clients the way they have always wanted to. On this installment of RIA Stories, RFG Advisor President Shannon Spotswood walks through their value proposition with Jay Coulter. Downl…
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Mastering Compassion in Photography and Business with Debbie-jean Lemonte
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43:14
In this episode of Workflows, Debbie-jean Lemonte discusses a successful photography business, emphasizing the importance of compassion, workflow automation, and stepping out of your comfort zone. Debbie shares her detailed workflow process, from booking options and client communication to the final gallery reveal and feedback request. Through pers…
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Transformative Leadership: Harnessing AI and EQ for Better Customer Interactions: Thomas Paley
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59:31
In this episode of "First Contact: Stories of the Call Center," Christian Montes interviews Thomas Paley, Director of Corporate Telecommunications and Contact Center Services at Hilton Grand Vacations. Thomas discusses his leadership philosophy, highlighting the importance of emotional intelligence, team empowerment, and soft skills. He also explor…
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Capture Authentic Wedding Moments Like Never Before with Chris Denner
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50:27
In this episode of Workflows, discover the art and science of photography with seasoned wedding photographer and educator, Chris Denner. With sage advice and stories from the field, Chris inspires and equips listeners with strategies to refine their photographic process. Chris Denner is a UK-based wedding photographer with a flair for the unconvent…
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George Orwell's "Animal Farm" is a timeless classic, a satire that uses a farm and its rebellious animals to explore complex political dynamics and human nature. This podcast looks at the allegory of "Animal Farm" and applies it to the RIA business? This is from a recent Saturday Note. Please leave your comment here: https://www.linkedin.com/pulse/…
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BPO Excellence: Employee Retention, Engagement, and a People-First Mindset: John Coulter
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In this podcast episode, we sit down with John Coulter, Vice President of Call Center Outsourcing Services at Five Star Call Centers. With over a decade of experience in the industry, John has been a trailblazer in transforming call centers into key drivers of business growth and customer loyalty. He shares his journey from starting on the phones t…
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Rob Sandrew of Integrated Partners on RIA Stories
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1:08:29
Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. They offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and forty-one advisors, one hundred and twenty-seven CPAs and forty regional offices across the United States, Integra…
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Ritik Malhotra of Savvy Wealth on RIA Stories
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Savvy Wealth empowers Financial Advisors to build a technology driven advisory practice. Joining Savvy opens the door to scaling your practice, nurturing client connections, and optimizing your daily operations with ease. On this episode of RIA Stories Co-founder and CEO Ritik Malhotra breaks down the Savvy opportunity with Jay Coulter on the Resil…
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How to Run a Prosperous Photography Studio Remotely with Erica Thompson Beck
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6:01
In this episode of Workflows, Host Scott Wyden Kivowitz sits down with Erica Thompson Beck, a multi-faceted photographer specializing in weddings and boudoir photography. Erica is a wife, mom of two boys, nurse, and photographer. Her passion for photography began unexpectedly during a 4th-grade field trip to Gettysburg. Erica is dedicated to contin…
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Tech-Enhanced Photography - Maciej Suwałowski on Modern Workflow Mastery
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53:22
In this captivating episode of the Workflows photography podcast, we sit with the innovative wedding photographer Maciej Suwałowski, who artfully balances cutting-edge technology with time-tested photography principles. We chat about his strategic use of social media platforms to reach and engage with varied demographics for his wedding photography…
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Jason Gordo of Modern Wealth on RIA Stories
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42:42
On this installment of RIA Stories, Jason Gordo comes on the show to discuss Modern Wealth. These are long form interviews designed to take the viewer down the path of a 1st Due Diligence meeting with the firm. Jay Coulter covers the Seven Core Domains of an initial meeting. Learn more about Modern Wealth: https://www.modwm.com Download the RIA Due…
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Speed of Business, The ROI of Empathy and Innovation in CX: Jay Baer
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Join us for an enlightening discussion with Jay Baer, a pioneer in customer experience and digital marketing, now turned tequila influencer. This episode explores pivotal themes shaping the future of customer service and business strategy. Jay offers a wealth of knowledge and practical advice on accelerating business responsiveness, leveraging empa…
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This Saturday Note tells the story of how the old 'Letter from Garcia' story can help you with your professional relationships and building the right team.
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How Heather Larkin Manages a Photography Business while Traveling
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In this episode of Workflows, Scott Wyden Kivowitz sits down with photographer Heather Larkin to uncover the secrets of keeping a photography business running smoothly while on the road. Heather Larkin is a Sigma America Ambassador and portrait photographer located in Athens, Georgia. Heather has been shooting professionally since 2003 and is inter…
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Everyone has experienced regret. Sometimes regret is unavoidable. Sometimes it is actually your fault. This Saturday Note is about a lesson I recently learned.
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A collection of 3 Saturday Notes on Failure, Sales & Money Market Risk. Subscribe to the Saturday Note: https://www.linkedin.com/newsletters/7146657261103300608/
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When successful people leave behind ideas and strategies for living a better life, it is always worth your time. In this Saturday Note you will learn from a legend of Wall Street...and life. Past Saturday Notes can be found here: https://www.linkedin.com/newsletters/the-saturday-note-7146657261103300608/…
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Navigating Entrepreneurship, Photography, and the Power of Community with Natalie Franke
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In this episode of Workflows, Scott Wyden Kivowitz is joined by Natalie Franke, Head of Community at Flodesk, photographer, and author, as they discuss the intersection of psychology, entrepreneurship, and photography. Natalie Franke is a mother, author, photographer, business founder, and speaker. Natalie has a keen passion for community building …
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What do cows, cowboys and assumptions have to do with your business? Hear the story in this Saturday Note. Past Saturday Notes can be found here: https://www.linkedin.com/newsletters/the-saturday-note-7146657261103300608/Por Jay Coulter
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This is the best framework for handling life's challenges I have ever come across. It is a mental model for grit and perseverance. Since we are in March Madness season, It is fitting that it came from Kara Lawson, the Duke Women's Basketball Head Coach. It is March Madness for those fans who get excited this time of year. How's your bracket doing? …
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Mastering Vision and Culture for an Advisor Transformation with Shawn Sparks
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56:57
An advisor’s professional endeavors should never compromise their personal life. Instead their success in business should lead to success at home. My guest for this episode is Shawn Sparks who is on a mission to help the advisors achieve unlimited growth, freedom, and joy….in business and life. Shawn has written a new book called The Advisor Transf…
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Have you ever met someone who was very successful, but you know that they had not reached their potential? This Saturday Note may provide an interesting way to think about these high performers and their potential.
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Modern Business Development Strategies with Kristin Andree
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In this episode of The Resilient Advisor Show, Jay Coulter interviews Kristin Andre, an expert in business development in the financial services industry. They discuss various aspects of philosophy and strategies around business development today. This includes her take on uniqueness, target markets, client acquisition strategies, digital marketing…
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It's Been Reel: Social Media Strategies for Photographers with Angela Shae
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39:13
In this electrifying episode of Workflows, Scott Wyden Kivowitz sits down with social media savant Angela Shae. They dissect the art of creating engaging Instagram reels that resonate with audiences and the power of behind-the-scenes content in photography. Angela Shae, founder of Social Templates Co. and former wedding photographer, shares her jou…
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On this episode of The Resilient Advisor Show, Jay Coulter shares three stories from his Saturday Note Series. These stories focus on how to look at change, delivering a premium service model that matches your product and how advisors may want to look at AI.
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Feeling the Future: Emotion AI & Conversation in Call Centers: Josh Feast
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56:21
Tune in as we sit down with Josh Feast, the innovative mind behind Cogito, to discuss the transformative impact of technology on human emotions and connections within the fast-paced world of call centers. Josh shares invaluable insights into the development and application of AI and real-time guidance systems, the essence of effective leadership in…
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Photography Insights with Carissa Woo: Optimizing Workflow Efficiency and Automation Tools
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41:09
Don't miss this captivating episode of Workflows as host Scott Wyden Kivowitz and guest Carissa Woo dive into the world of photography, AI, and the intricacies of running a successful photography business. Why You Should Listen Gain actionable tips for optimizing your photography workflow and utilizing automation tools. Discover the potential impac…
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Photography in Public Spaces: Safety Precautions and Awareness for Photographers with Vanessa Joy
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33:09
Discover the challenges and triumphs of photography as Vanessa Joy joins Scott Wyden Kivowitz to share her experiences and insights. Why You Should Listen Understand the importance of safety and awareness as a photographer when shooting in public spaces. Gain valuable insights into the impact of safety incidents on the photography industry. Get ins…
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Transforming Contact Centers through Servant Leadership and Innovation: Frank Mona III
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52:31
This is episode 1, Season 5 of First Contact Podcast: Stories of the Call Center! We're thrilled to bring you an incredible journey into the heart of customer service, with our special guest, Francis, a visionary leader with over 30 years of groundbreaking experience in the contact center industry. Transforming Contact Centers through Servant Leade…
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Elevating Photography Experiences and Expert Insights with Jerry Ghionis
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59:17
In this episode of Workflows, Scott Wyden Kivowitz is joined by the esteemed photographer Jerry Ghionis, known for his mastery in wedding and portrait photography. Why You Should Listen Elevate your photography game with expert insights from renowned photographer Jerry Ghionis. Gain actionable tips for improving client experiences and increasing ph…
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Workflows Photography Podcast, Season 2 Wrap
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8:42
Get ready to wrap up Season 2 of the Workflows Photography Podcast with host Scott Wyden Kivowitz and an incredible lineup of guests. Discover the best photography workflows, tips, and insights from industry professionals in this episode. (00:00) - Introduction and Season Wrap-up (00:33) - Workflow and Client Management (00:53) - The Art of Packagi…
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Simplifying Wedding Photography Workflows with Michael Anthony
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Scott sits down with award-winning wedding photographer Michael Anthony to discuss time-saving techniques and workflow optimization in the photography business. Michael Anthony Photography is a Los Angeles-based Wedding Photography studio that was started in 2011 by Michael & Jennifer Loizzi. Their work is best known for its colorful, contemporary,…
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Busting Photographers' Off Camera Lighting Misconceptions with Bill Stank
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16:50
Discover the truth behind off-camera flash misconceptions with award-winning wedding photographer Bill Stank on this enlightening episode of Workflows. Learn valuable insights to improve your photography skills and elevate your photography workflow! Bill Stank is an award-winning wedding photographer based out of Baltimore, MD and the Lehigh Valley…
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Empathy-Driven Contact Centers: From Complaints to Connections: Dr. Natalie Petouhoff
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Our last episode of Season 4 brings a refreshing perspective to the forefront of business transformation. Join us as we converse with Dr. Natalie Petouhoff, the visionary business consultant who has spearheaded transformative initiatives for giants like Salesforce, Hulu, General Motors, and Procter & Gamble. Together, we explore the core essence of…
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How to Blow Your Photography Clients Minds with Nicole Ashley
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48:17
In this episode, Scott speaks with wedding and portrait photographer, Nicole Ashley, about her photographic and photography business workflows. Nicole Ashley is a Canon Canada Ambassador and is not only a passionate photographer who sees the world through her lens but is also an active educator in the photo community, leveraging her Bachelors of Ed…
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1
Incredible Photography Tools Behind Perfect Colors
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9:01
Discover the fascinating journey of photographer Scott Wyden Kivowitz, as he overcomes obstacles in his photography business on the latest episode of Workflows. In this episode, Scott shares how he tackled challenges arising from his color blindness, and the innovative tools and workflows he leveraged to ensure accurate and consistent colors in his…
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The Role of Self-Service in Reducing Churn in Contact Centers: Chris Robinson
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46:00
🎙️ Exciting News! Our latest podcast episode is now LIVE! Join us as we sit down with industry pioneer, Chris Robinson from Awaken, who has been at the forefront of customer communications for over 20 years. Dive deep into the evolution of self-service, the intricacies of onboarding in today's digital landscape, and the strategies to tackle churn e…
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