Interview
1181: AI Client Intelligence: Transform Professional Services Through Predictive Analytics and Relationship Mapping with Knownwell CMO Courtney Baker
Adopting AI thoughtfully is key to balancing innovation with quality and maintaining that human touch customers value. AI can streamline tasks and personalize customer interactions, but over-reliance can risk making engagements feel impersonal. The most successful approaches often blend AI with human insight, where AI handles repetitive tasks or data analysis, freeing up human team members to focus on creativity, relationship-building, and nuanced decision-making.
Courtney Baker is the CMO of Knownwell, a company that provides AI-powered intelligence solutions for professional service firms. She is also the host of the AI Knowhow podcast, where she explores the deployment of AI in business. Courtney has led the transformation of a personality-driven brand into a product-led one, and now she is focused on helping organizations leverage AI to elevate their customer relationships and operational efficiency. Today, Courtney discusses the exciting potential of AI to transform businesses, particularly in the professional services industry. Stay tuned!
Resources
- Knownwell: AI Platform Company for Client Intelligence. Spot At-Risk Clients Before It’s Too Late.
- Courtney Baker on LinkedIn
- AI Knowhow Podcast on Apple Podcasts
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1180: Moo.la: The All-in-One AI Finance App Revolutionizing Personal Finance with Jason Schappert
Many people feel overwhelmed by the world of investing, often unsure where to start and intimidated by the sheer complexity of financial markets. The fear of making the wrong move or missing out on opportunities can leave people feeling like they’re falling behind financially. Building wealth doesn’t have to be complicated, though—it often starts with simple, consistent steps, like learning basic investment principles or setting small financial goals.
Jason Schappert is a seasoned entrepreneur who has successfully bootstrapped his way to an eight-figure business exit. He has been involved in various industries, including aviation, and has a passion for teaching and sharing his financial knowledge with others. Today, Jason discusses his latest venture, Moo.la, an AI-driven stock scoring and decision engine aimed at helping the next generation of investors achieve financial freedom. Stay tuned!
Resources
- Moo.la: Unlock the Power of Your Paycheck with Moola's Magic
- Jason Schappert on Facebook
- Jason Schappert on LInkedIn
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1179: Driving Business Growth Through Digital Accessibility with AudioEye CMO Chad Sollis
Sometimes businesses unintentionally miss out on reaching their full customer base by overlooking key factors like accessibility, personalization, or niche markets. Potential customers might be passing by simply because the messaging doesn’t resonate, the website isn’t mobile-friendly, or the brand hasn’t yet tapped into segments that would find real value in its offerings. Taking a step back to analyze who might be left out can open new doors for growth.
Chad Sollis is the CMO of AudioEye and a seasoned marketing and product leader with over two decades of experience in driving business growth and innovation across various industries. As a data-driven executive, he has helped multiple companies scale from $30 million to $3 billion in annual revenue and execute successful IPOs. Today, Chad Salas discusses the importance of aligning marketing and sales teams, the evolution of omni-channel marketing strategies, and the benefits of creating meaningful and accessible digital experiences for all users, including those with disabilities. Stay tuned!
Quotes
“What fires me up is my love for growing businesses—and doing it in a meaningful, profitable, and efficient way.” - Chad Sollis
"The single most important thing you can do is understand your audience—understand your buyer." - Chad Sollis
“There is no silver bullet for digital accessibility, but there is a gold standard. That is to make the internet more accessible and create equality across all digital experiences.” - Chad Sollis
Takeaways
02:41 Aligning marketing and sales teams early in the process is crucial for driving business growth and revenue.
05:07 Understanding your target audience's behavior and where they consume information is essential for an effective omni-channel marketing strategy.
10:39 Providing a meaningful and accessible digital experience can unlock a significant customer base, up to 25% of your audience, who have disabilities.
19:54 Continuous testing and optimization of marketing efforts, tailored to specific audience segments, can lead to substantial conversion rate improvements.
29:16 There is no single "silver bullet" solution for digital accessibility, but a comprehensive, three-pronged approach is the "gold standard" for making the web more accessible.
Resources
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1178: Converting More Traffic: Landing Page Optimization Secrets with Spiralyze CEO Sahil Patel
It’s frustrating to drive traffic to your website and still see low conversion rates, especially after investing in ads and other traffic sources. Often, the issue isn’t just about getting visitors but about ensuring they feel engaged and supported once they’re on the site. Things like clear calls-to-action, a smooth user experience, and compelling, targeted content can make a big difference in helping visitors take that next step.
Sahil Patel is the CEO of Spiralyze, a leading predictive CRO agency that specializes in data-driven landing page optimization. With a proven track record of helping B2B SaaS companies increase their conversion rates by a minimum of 30%, Sahil has become a sought-after expert in the field of conversion rate optimization. Today, Sahil discusses the common challenges faced by Chief Marketing Officers (CMOs) in customer acquisition and the importance of optimizing landing pages to make the most of existing website traffic. Stay tuned!
Quotes
“The game of simply buying more traffic is a tough one to play, and it's expensive due to the high cost of customer acquisition.” - Sahil Patel
"Optimizing your landing pages to get more customers from the traffic you're already receiving is a much smarter, more efficient way to make your website—which, by the way, should be your most productive salesperson—far more effective." - Sahil Patel
“When you're doing something, you have to remove all doubt from your mind. In the moment you're taking action, you want to be fully present. You want to fully commit yourself, excise all that doubt, and just go for it.” - Sahil Patel
Takeaways
01:22 Optimizing your website's landing pages to convert more of your existing traffic is often more effective than just trying to drive more traffic.
03:35 Aligning the messaging and promises made in your ads with the content on your landing pages is crucial for improving conversion rates.
07:34 Showing your actual product or service on the landing page is more effective than using generic stock photography of happy people.
08:20 Simplifying your landing page design, making content easy to skim, and removing distractions like navigation bars can significantly boost conversions.
15:09 Conducting data-driven A/B testing and leveraging predictive analytics can help you identify and implement landing page optimizations that drive a 30% or more increase in conversions.
Resources
- Sahil Patel on LinkedIn
- Spiralyze: PREDICTIVE CRO AGENCY FOR B2B SAAS. Convert 30% more in 90 days. Guaranteed.
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1177: Empower Your Team and Scale Your Business with Less Stress with Eightx Fractional CFO Leandro D’Elia
Scaling a business as a founder or CEO brings its own unique set of challenges, especially when it comes to building a high-performing team. Balancing rapid growth with maintaining the company culture can be tricky, and motivating a team through the ups and downs of expansion often requires more than just good management—it calls for clear vision, trust, and open communication. Founders frequently find that, as they scale, letting go of certain responsibilities and trusting others to lead becomes essential.
Leandro D'Elia is the Fractional CFO of Eightx, a company dedicated to helping founders, boards, and CEOs scale their businesses with more cash and less stress. With his extensive experience in leadership and team building, Leandro has developed a unique approach to empowering teams and driving sustainable growth. Today, Leandro shares his insights on the importance of surrounding yourself with intelligent people, setting aside one's ego, and developing responsible and accountable team members. Stay tuned!
Quotes
“If you surround yourself with the most intelligent people, they will help you reach the next level.” - Leandro D'Elia
"Understand the consequences of your actions, both downstream and upstream, and that means knowing how to ask questions." - Leandro D'Elia
“Try to live your life the way you want, and aim to be happy, because, in the end, that’s what we take with us—anecdotes, stories, great friends, great companions. I want to wake up each day, try to be happy, give my best, and help others.” - Leandro D'Elia
Takeaways
01:16 Surround yourself with intelligent people who can help you reach the next level.
02:37 As a leader, understand the responsibility and impact your decisions have on your team's personal and professional lives.
11:54 Empower your team by setting your ego aside, training them, and giving them accountability for their decisions.
15:15 Invest time in understanding your team's motivations and creating a positive work culture.
23:22 Prioritize clear communication, avoid making assumptions, and verify understanding to prevent mistakes.
Resources
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1176: Science Meets Manifestation: How to Rewire Your Brain for Wealth with Money Mindset Coach Abi Levine
For many entrepreneurs, hitting a plateau in income or personal growth can feel like running in place, especially when burnout and mindset blocks creep in. These money and mindset barriers often lead to self-sabotaging habits—procrastination, overworking, or doubting your own worth. Limiting beliefs around money or success can hold you back, making it hard to reach the next level. Breaking through usually requires taking a step back, addressing these beliefs directly, and maybe even seeking support, whether through mentorship or mindset coaching, to build a more sustainable and fulfilling approach to growth.
Abi Levine is the Founder and CEO of Millionaire Mindset Mastery, author of "Become A Money Magnet Journal" and a money mindset manifestation coach who has helped her clients achieve remarkable success, with some seeing a 500% growth in their businesses and over $1.5 billion in extra income. Abi's unique approach combines the worlds of science and magic, providing a practical, trackable method that doesn't require specific belief systems.Today, Abi discusses her process of helping clients identify their goals and the underlying reasons behind them, as well as the importance of addressing the neural networks in the brain that support limiting beliefs. Stay tuned!
Quotes
“There’s a lot, in my opinion, that we just can’t explain—like miracles and things like that. But what I love about the work I do is that it doesn’t require any particular belief set.” - Abi Levine
"Manifestation is only magical until you understand how it works scientifically." - Abi Levine
“You, as a person, are important, regardless of how unimportant you may feel, and the only thing required of you is to show up. You don’t have to do; you just have to be. You have to be yourself, as authentic as you possibly can, and that will be you playing your role within the grand scheme of life.” - Abi Levine
Takeaways
00:59 Combining science and magic can provide a unique and effective approach to overcoming limiting beliefs and achieving success.
02:24 Identifying the underlying reasons and beliefs behind one's goals is crucial for creating lasting change.
03:52 Addressing the neural networks in the brain that support limiting beliefs is more effective than just thinking about them.
07:36 Asking "What is the simplest way to do this?" can help entrepreneurs find more efficient solutions and break out of repetitive patterns.
19:14 Understanding the scientific principles behind manifestation can make the process more practical and accessible.
Resources
- Abi Levine on LinkedIn
- Abi Levine on Facebook
- Abi Levine: Live Life on Your Terms
- Become A Money Magnet Journal: Heal your money mindset blocks with just 5 minutes a day by Abi Levine on Amazon
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1175: Response Marketing Group: Maximize the Power of Data-Driven Marketing with RMG President and CEO Jim Harenchar
The constantly changing marketing landscape can indeed feel overwhelming, with new platforms, algorithms, and consumer behaviors emerging all the time. It's easy to question if your campaigns are really hitting the mark, especially when trends shift so quickly. Many businesses find themselves relying on metrics that might not capture the full picture of engagement or long-term impact.
Jim Harenchar is the President and CEO of Response Marketing Group, a consumer data-focused marketing agency based in Richmond, Virginia. With over 38 years of experience in the industry, Jim has witnessed the dramatic evolution of marketing channels, from traditional methods like direct mail and telemarketing to the digital landscape of today. Today, Jim shares his insights on the importance of response attribution and measuring return on investment (ROI) across various marketing channels. Stay tuned!
Quotes
“Understanding exactly who's coming, at a granular level, provides a much more transparent sense of what response we're getting and whether it's from the right segment.” - Jim Harenchar
"AI is great, but if you're not collecting the data in the first place, not measuring the responsiveness of the data, and not continuing to update your data, then I don't think it matters. Whether you deploy AI or any other type of technology, it's doomed to fail." - Jim Harenchar
“For years, the holy grail of advertising has been the ability to identify exactly who clicks on an ad and to understand why they choose to buy.” - Jim Harenchar
Takeaways
02:50 Combining data from multiple sources and using advanced analytics can provide deeper insights into customer behavior and preferences, allowing for more effective marketing strategies.
06:42 A strategic, data-driven approach to marketing, with a focus on response attribution and ROI, is essential for maximizing the impact of limited marketing budgets.
11:13 Relevance is critical in marketing - tailoring messaging and targeting to the right audience segments can significantly improve engagement and conversion rates.
13:53 Testing and iterating on marketing channels and tactics, rather than relying on assumptions or past practices, is key to identifying emerging opportunities and optimizing performance.
16:30 Leveraging technology and AI can enhance marketing efforts, but human expertise and a solid data foundation are still crucial for driving meaningful results.
Resources
- Claim your EXCLUSIVE OFFER for Marketer of the Day Listeners!
- Response Marketing Group: Enhanced Customer Engagement With Relevance & Personalization
- Response Marketing Group on Facebook
- Jim Harenchar on LinkedIn
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1174: Building a Five-Star Personal Injury Practice: Service, Growth, and Philanthropy with Personal Injury Lawyer and Founder Lem Garcia
Being in a car accident can be a disorienting experience, and the aftermath often adds layers of stress. It's common to feel uncertain about your rights, especially when navigating insurance claims and understanding what’s fair compensation. Insurance companies, while helpful in theory, sometimes make the process feel confusing or even frustrating. Knowing a bit about your legal rights and having a trusted source for guidance—whether it’s a lawyer or a knowledgeable friend—can really ease some of that overwhelm and help you feel more in control of the situation.
Lem Garcia is the founder of Lem Garcia Law, a highly successful personal injury law firm based in Southern California. With over a decade of experience, Lem has built a reputation for providing exceptional legal representation and unwavering dedication to his clients. Today, Lem discusses his passion for creating a law practice that serves as a helpful resource for the community, guiding clients through the complexities of personal injury cases, even if their matter does not directly align with his firm's expertise. Stay tuned!
Quotes
“If we help out everyone we can and spend time with them, in the end, it’s going to work out.” - Lem Garcia
"As soon as you get into an accident, after you sort things out, call an attorney. Then, you can decide for yourself if you want to hire an attorney or not, because there's really nothing negative that comes from talking to a personal injury attorney after an accident." - Lem Garcia
“The insurance company, as much as they claim to be your good neighbor and assure you that they'll be there for you when something happens, is ultimately a business that aims to pay you as little as possible. Therefore, you need someone who will genuinely advocate for your rights and help you secure the amount you deserve in the end.” - Lem Garcia
Takeaways
01:15 Building a law practice focused on serving the community, even if it doesn't directly lead to financial gain, can pay off in the long run through referrals and goodwill.
02:38 Providing free consultations and guidance to potential clients, even if they don't end up hiring your firm, can create valuable relationships and unexpected opportunities.
05:14 Understanding the key elements of a strong personal injury case - no fault, damages, and insurance coverage - is crucial for evaluating whether to pursue legal action.
10:09 Having an attorney advocate for your rights against insurance companies is essential, as they often try to minimize payouts, even in legitimate cases.
19:33 Entrepreneurs should be willing to take calculated risks and seize opportunities, as the potential rewards often outweigh the fear of failure.
Resources
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1173: Rebuilding Adam: A Remarkable Story of Resilience in the Face of Tragedy with Author Adam Elnekaveh
Life's big challenges can make you question who you are and what you can do. These tough moments - whether from loss, health issues, or career problems - push you to look deeper at yourself. While it's not easy, this journey often helps you discover hidden strengths and better understand yourself.
Adam Elnekaveh is the author of the deeply personal memoir "Rebuilding Adam: The Tragedy." After a devastating motorcycle accident left him with significant physical and neurological impairments, Adam faced an uphill battle to reclaim his life and identity. Today, Adam shares his inspiring story of resilience and determination, discussing the challenges he encountered during his recovery process. He talks about the importance of patience, gratitude, and the willingness to adapt to new circumstances, offering valuable insights that resonate with the universal human experience of facing adversity and finding purpose in the face of seemingly insurmountable obstacles. Stay tuned!
Quotes
“My whole life was about my physicality, my physical abilities. After my accident, I was faced with the reality that I would no longer have an operating left hand or left leg. Neurologically, it was as if half of my body had been cut off from me.” - Adam Elnekaveh
"I want to see what else I can give back to the world—what else I can do to feel fulfilled and happy while doing good things for others." - Adam Elnekaveh
“Whatever you choose to be in life, just be like water, which means you’ll adapt to any situation, environment, or place you find yourself in. Strive to be like water—adapt to anything.” - Adam Elnekaveh
Takeaways
00:53 Sharing personal stories and lessons can inspire and guide others facing similar difficulties.
02:43 Continuously learning, growing, and giving back to the world can lead to a fulfilling life.
12:48 Patience and taking small steps are crucial when pursuing big goals, rather than expecting instant results.
24:18 Appreciating what you have, even the small things, is important, as it can be taken away quickly.
27:57 Adapting to new challenges and being flexible, like water, can help you overcome adversity.
Resources
- Rebuilding Adam: The Tragedy by Adam Elnekaveh on Amazon
- Adam Elnekaveh on LinkedIn
- Adam Elnekaveh on Facebook
- Adam Elnekaveh: Strive to Defy
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1172: From the Heartland to the Spotlight: Putting North Dakota Basketball on the Map with Watford City High School PG Sears Wiredu
Small-town athletes often put in extra effort to gain the recognition they deserve from top college programs. With persistence, determination, and natural talent, they rise to become some of the nation's top high school prospects. Their dedication opens doors to multiple offers from prestigious schools, setting them on a promising path toward basketball success and a bright future.
Sears Wiredu is a rising basketball star hailing from Watford City, North Dakota. Despite the challenges of growing up in a basketball-sparse region, Sears has proven his mettle on the national stage, showcasing his skills at the prestigious Made Hoops East High School Academy. Today, Sears discussed his experience at the Made Hoops event, where he averaged 17 points and made the all-star team, competing against top prospects from across the country. He also touched on the process of getting invited to the event, the conversations he's had with college coaches, and his excitement for the upcoming junior season with his talented Watford City High School team. Stay tuned!
Quotes
“The experience was very good and fun. There were a lot of competitors out there; they played hard, worked hard, and accomplished a lot. It was just a fun experience.” - Sears Wiredu
"They're athletes, they're very good. The competition was solid—it was iron sharpening iron. Everyone was just getting better." - Sears Wiredu
“I'm still trying to find the right fit for me. I'm not really rushing into it, but yeah, I'm still looking for the right team right now.” - Sears Wiredu
Takeaways
00:27 Sears' experience at the Made Hoops East High School Academy was very positive, with the event providing a high level of competition that helped him improve his game.
02:04 Sears has been noticed by coaches and has received offers from several schools, though he is keeping the details private for now.
03:08 Sears is excited for his junior season, with a strong team around him that he believes has a good chance of performing well.
03:41 Sears is still in the process of deciding which AAU team he will play for this year, as he is looking for the right fit.
03:59 Sears is grateful for the opportunity to be featured on the podcast and is appreciative of the support he has received.
Resources
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