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The Million Dollar Producer Show™ interviews highly successful financial professionals, thought leaders and organizations in the financial services and life insurance industries. This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.
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If you’re a leader tasked with generating business and org. value through ML/AI and analytics, you’ve probably struggled with low user adoption. Making the tech gets easier, but getting users to use, and buyers to buy, remains difficult—but you’ve heard a ”data product” approach can help. Can it? My name is Brian T. O’Neill, and on Experiencing Data—one of the top 2% of podcasts in the world—I offer you a consulting designer’s perspective on why creating ML and analytics outputs isn’t enough ...
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Simple Marketing

Mostafa Hosseini

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Welcome to the Simple Marketing Podcast, where we talk to experts behind the growth of their successful businesses. Tune in to the Simple Marketing Show for actionable tips to make your marketing simple and get results for your business. Mostafa Hosseini, the host, is the founder of Persyo and the creator of three simple business growth formulas: - Simple Marketing Formula - Simple Retention Formula - Simple Offer Formula When he's not working, he loves to spend quality time with his family ...
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In this episode, I welcome Anton J. Anderson back to the show for the third time. Anton, CEO of Elite Resource Team and co-author of "The Art of Collaboration: When 2 Tribes Stop the War". He shares his journey, the unexpected challenges he faced, and the valuable lessons he learned while writing his book. Anton’s Journey Career Evolution: Anton di…
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Ben Shneiderman is a leading figure in the field of human-computer interaction (HCI). Having founded one of the oldest HCI research centers in the country at the University of Maryland in 1983, Shneiderman has been intently studying the design of computer technology and its use by humans. Currently, Ben is a Distinguished University Professor in th…
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Wait, I’m talking to a head of data management at a tech company? Why!? Well, today I'm joined by Malcolm Hawker to get his perspective around data products and what he’s seeing out in the wild as Head of Data Management at Profisee. Why Malcolm? Malcolm was a former head of product in prior roles, and for several years, I’ve enjoyed Malcolm’s musi…
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In this episode, I welcome Michael Sir, president and co-founder of One Protection, and Carter Kowalski, account executive at Secura Consultants, to discuss the critical importance of disability insurance and its role in comprehensive financial planning. Michael's Journey: Early Life and Career Transition: Growing up on a farm in Iowa, Michael saw …
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In this podcast episode, I welcome Bruce Gendein, a pension consultant with McHenry Advisors, to discuss the complex world of pension consulting and the critical role of cash balance plans for business owners. This episode explores Bruce's extensive background and the evolution of pension consulting, highlighting the unique benefits of cash balance…
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In this episode, I welcome Casey Clark, CEO of Cultivate Advisors. Casey shares valuable insights into the transformative power of focusing on enterprise value to significantly elevate a business's market position. Journey to Business Mastery: From Paper Routes to CEO Explore his entrepreneurial journey from his early days managing paper routes to …
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Welcome to another curated, Promoted Episode of Experiencing Data! In episode 144, Shashank Garg, Co-Founder and CEO of Infocepts, joins me to explore whether all this discussion of data products out on the web actually has substance and is worth the perceived extra effort. Do we always need to take a product approach for ML and analytics initiativ…
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In this episode, I have the pleasure of welcoming Alison Susko, VP of Community at AssetMap, to explore the revolutionary impact of visual storytelling on the financial advisory landscape. She shares her in-depth insights on how AssetMap's innovative approach is redefining advisor-client interactions, promoting heightened engagement and understandi…
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Welcome back! In today's solo episode, I share the top five struggles that enterprise SAAS leaders have in the analytics/insight/decision support space that most frequently leads them to think they have a UI/UX design problem that has to be addressed. A lot of today's episode will talk about "slow creep," unaddressed design problems that gradually …
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In this episode, I welcome Ben Golden, founder and CEO at Golden Tax Relief, to delve into the intricate world of tax resolution and planning. This episode unveils Ben's comprehensive approach to navigating IRS challenges, emphasizing his dedication to client advocacy and his expertise in tax resolution. Ben's Journey: From Tax Crisis to Tax Expert…
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In this episode, I welcome Phil Putney, a CPA and author of the Amazon number one bestseller, "The Tax Smart Retiree: A Guide to Thriving in Your Golden Years." Over the past year, we collaborated to transform Phil's extensive experience and knowledge into a book that guides retirees through the complexities of tax-efficient retirement planning. Fr…
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Listen to the full episode on the Influential Entrepreneurs Podcast with Mike Saunders episode here: https://businessinnovatorsradio.com/interview-with-paul-mcmanus-co-founder-and-ceo-of-more-clients-more-fun-author-podcast-host/ Claim your free audiobook copy at: www.theshortbookformula.com Support the Show.…
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Welcome to a special edition of Experiencing Data. This episode is the audio capture from a live Crowdcast video webinar I gave on April 26th, 2024 where I conducted a mini UI/UX design audit of a new podcast analytics service that Chris Hill, CEO of Humblepod, is working on to help podcast hosts grow their show. Humblepod is also the team-behind-t…
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In this episode, I welcome Josh Yager, managing partner at Anodos and a licensed attorney, to discuss the often complex world of estate planning and settlement. This episode explores Josh's innovative approach to collaboration among professionals in law, accounting, and financial planning to ensure effective estate settlements. Josh's Journey: From…
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In this episode, I host my business partner and the co-creator of the Authority Accelerator Program, Tony Maree Torrey. We dive deep into the nuances and benefits of our innovative program designed to elevate financial service providers by establishing them as trusted authorities in their industry. The Authority Accelerator Program: Elevating Finan…
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In this week's episode of Experiencing Data, I'm joined by Duncan Milne, a Director, Data Investment & Product Management at the Royal Bank of Canada (RBC). Today, Duncan (who is also a member of the DPLC) gives a preview of his upcoming webinar on April 24, 2024 entitled, “Is that Data Product Worth Building? Estimating Economic Value…Before You B…
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👉 In this episode, you will discover how to… Stand out in your field Create unique and unbeatable videos Say goodbye to your competition Embrace your true self fearlessly 📢 Dr. Stefan Zavalin is The Professional Unicorn. After losing his vision in graduate school, Stefan not only finished his degree, but went on to work in the clinic, start a busin…
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In this episode, I welcome Paul Latham, the co-owner of Elite Resource Team and a pioneering thought leader for accountants. This episode offers a deep dive into how Paul and his partner, Anton Anderson, are bridging the gap between CPAs and financial advisors, fostering a collaborative environment for mutual benefit. Paul shares insights on his up…
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This week on Experiencing Data, I chat with a new kindred spirit! Recently, I connected with Thabata Romanowski—better known as "T from Data Rocks NZ"—to discuss her experience applying UX design principles to modern analytical data products and dashboards. T walks us through her experience working as a data analyst in the mining sector, sharing th…
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👉 In this episode, you will discover … In this episode, we break down the importance of finding stoppers in your sales funnels. Find out how to boost your sales by identifying and resolving bottlenecks. Join us as we demystify the world of sales funnels and share actionable insights to help your business thrive. Tune in and start turning clicks int…
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In this episode, I welcome Jim Duggan, founder of Duggan Bertsch, a Chicago-based business, tax, estate and wealth planning firm comprised of attorneys and accountants. Join us as we explore Jim's transformative journey from corporate law to pioneering comprehensive tax strategies, ensuring solid wealth management for high-net-worth individuals. In…
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This week on Experiencing Data, something new as promised at the beginning of the year. Today, I’m exploring the world of embedded analytics with Zalak Trivedi from Sigma Computing—and this is also the first approved Promoted Episode on the podcast. In today’s episode, Zalak shares his journey as the product lead for Sigma’s embedded analytics and …
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In this episode, I welcome Arron Bennet, author of the book "Cyber Growth: Mastering Growth Strategies for Scaling Your Cybersecurity Business." This book presents an essential guide for cybersecurity companies eager to enhance their growth and profitability with unmatched efficiency. Arron's Inspiring Journey: From Down Under to Top Entrepreneur: …
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Step into the enchanting world of sales funnel visualization with Mostafa Hosseini on the "Simple Marketing" podcast. In this episode, discover how to make sales funnels as clear as day, uncover and fix bottlenecks like a pro, and rally your team with this magical marketing tool. Get ready to make marketing simple and fun! 🪄✨ 🎁 Grab your free check…
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In this episode, I welcome Jackie Meyer, the President and Founder of TaxPlanIQ. Jackie shares her transformative journey from running a CPA firm to revolutionizing tax planning through her innovative software platform. This episode offers invaluable insights for financial advisors and accountants looking to enhance their services and client satisf…
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Ever dreamt of penning a bestseller? Tune in as our latest guest, an Amazon chart-topper, spills the secrets on how they crafted a hit with their debut book and the incredible highs of authorship. Witness firsthand the trials and triumphs of a novice navigating the publishing labyrinth, and how the right guidance can turn a fledgling idea into a li…
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In this episode, I welcome Paavan Kotini, founder of Kotini and Kotini, and author of "Effortless Wealth: The S.W.A.N.™ (Sleep Well At Night) Approach to Unlocking Wealth for Busy Professionals " a book that has quickly climbed the ranks to become an Amazon number one bestseller. His book introduces a holistic approach to wealth management and fina…
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In this episode of Experiencing Data, I speak with Ellen Chisa, Partner at BoldStart Ventures, about what she’s seeing in the venture capital space around AI-driven products and companies—particularly with all the new GenAI capabilities that have emerged in the last year. Ellen and I first met when we were both engaged in travel tech startups in Bo…
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This is the first chapter of Jon Kuttin's soon-to-be-released book: "Planning For the Certainty of Uncertainty In Retirement." About The Author: Jon Kuttin LinkedIn: https://www.linkedin.com/in/jonkuttin/ Website: https://www.kuttinconsultinggroup.com/ Financial Advisor Success Syndicate (FASS): https://joinfass.com/ About Your Host: Paul G. McManu…
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Join Mostafa Hosseini on Simple Marketing Podcast as he shares The Essential Guide to List Building for Your Business. In this episode, discover proven strategies to cultivate and harness a robust business list that drives growth. Learn actionable tips to engage your audience, convert leads, and elevate your marketing efforts to new heights. 🎁 Grab…
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In this episode, I welcome Joe and Marissa LoPresti, the father-daughter co-authors of "Exit by Design: Integrating Elite Wealth Management and Proactive Business Exits to Secure your Freedom". Their book introduces an integrated approach to wealth management and business exit planning, aimed at securing financial freedom for business owners. They …
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In this episode, I welcome back Anton Anderson, CEO of Elite Resource Team, as my second repeat guest. He will share his unique approach to forming strategic partnerships with CPAs. We explore the transformative power of collaboration in wealth management, highlighting Anton's transition from traditional financial advisory to founding the Elite Res…
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This week, I'm chatting with Karen Meppen, a founding member of the Data Product Leadership Community and a Data Product Architect and Client Services Director at Hakkoda. Today, we're tackling the difficult topic of developing data products in situations where a product-oriented culture and data infrastructures may still be emerging or “at odds” w…
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Wealth Unleashed is an essential guide for business owners, wealthy families, and their advisors seeking to navigate the complexities of wealth and taxation with confidence and strategic prowess. Written by seasoned financial expert James A. Lavorgna, this book offers up-to-date insights into the virtual family office (VFO), an innovative model des…
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In this exciting episode, Mostafa will guide you through the simplest and most effective techniques to create a powerful 'Lead Magnet.' Imagine it as a unique gift you offer to your audience, sparking their curiosity and leaving them eager to dive deeper into the wonders of your products or services. Stay tuned to uncover the straightforward secret…
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Join Mostafa Hosseini on another engaging episode of the Simple Marketing podcast as we dive into the world of lead generation strategies. In this episode, we're bringing you a reality check for your lead-gen game. It's time to take stock of what's working and what might need a tweak or two. Tune in to discover valuable insights and get ready to su…
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In this episode, I have the pleasure of hosting Tina Pittman, the author of "Unlock Your Business Potential: Achieving Financial Success with Cash Flow Management." Tina will share valuable insights and transformative strategies from her book. Together, we'll explore the vital importance of managing cash flow for business success. Beyond being a gu…
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This week I’m chatting with Caroline Zimmerman, Director of Data Products and Strategy at Profusion. Caroline shares her journey through the school of hard knocks that led to her discovery that incorporating more extensive UX research into the data product design process improves outcomes. We explore the complicated nature of discovering and buildi…
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This week, I’m chatting with Steve Portigal, who is the Principal of Portigal Consulting and the Author of Interviewing Users. We discuss the changes that prompted him to release a second version of his book 10 years after its initial release, and dive into the best practices that any team can implement to start unlocking the value of data product …
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