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The Transaction

Matt Amundson & Craig Rosenberg

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Welcome to The Transaction. From ABM to PLG, from MEDDIC to MEDDPICC, the world of business is constantly evolving. We’ll cover the who, what, where, when, why and most importantly how you get… The Transaction. Hosted by Craig Rosenberg and Matt Amundson. Presented by Ringmaster Conversational Marketing, the go-to branded podcast team. To discover how your company can leverage B2B podcasts to deliver outsized ROI, visit ringmaster.com.
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Welcome to Optometrists Building Empires! Each week, host Ankit Patel, explores the journey of multi-practice ownership and leadership in optometry with some of the top minds in his field. This show is sponsored by My Business Care Team: We help increase revenue, reduce costs, and reduce staffing headaches. Let's build your empire together!
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In today’s business world change is the only constant, and mastering transformation is the ultimate key to success. Welcome to Shift & Thrive! Each week, Host Natalie Nathanson will bring you conversations with CEOs, who delve into how they successfully drove critical change in their organization. This show is sponsored by Magnetude Consulting, bringing you the thinking power of a Growth Consultancy and the Getting-It-Done Power of a full-service B2B Marketing Agency.
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The Entrepreneur Gene

Laurie Barkman

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Discover The Entrepreneur Gene with show host Laurie Barkman! Listen weekly as we talk with founders and CEOs exploring the rewards and challenges of the entrepreneurial path. This show is sponsored by Business Transition Sherpa, getting your business unstuck so you can grow, scale, and exit while enjoying the journey. Join our community of entrepreneurs at https://thebusinesstransitionsherpa.com
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Dive into the dynamic world where data meets decision-making! Hosted by Ryan Sullivan, a seasoned analyst, this podcast is your go-to resource for understanding how organizations harness the potential of data to drive strategic decisions. Join us every Wednesday as we navigate the ever-evolving landscape of data-driven transformations, making every episode a journey toward smarter decisions and better outcomes. Making Better Decisions is proudly sponsored by Canopy Analytic, helping companie ...
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In this episode, Matt and Craig welcome Jon Miller, Co-Founder of both Marketo and Engagio, who discusses the evolution of B2B marketing and sales strategies. They critique traditional methodologies like MQLs and programmatic email marketing, stressing the need for creativity and relationship-building. Key themes from this episode include the signi…
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Take your business staffing strategy to the next level with insightful advice on growing your empire and developing a visionary team. In this week's episode, we revisit insights from our guests regarding staffing. Discover the secrets to recognizing your limitations, leveraging self-awareness, and identifying key players who can effectively complem…
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In this episode, we dive deep into the art of using data to drive better business decisions with some of our favorite guests. From the challenge of compiling vast amounts of information to the thrill of discovering insights, we explore how data plays a crucial role in shaping strategies. Our guests also highlight the significance of original resear…
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In this week’s episode, host Natalie welcomes Greg Toroosian, Founder and CEO of Samson Rose. They delve into a variety of topics including misconceptions about driving major change in organizations, the importance of diverse talent pools, and the necessity of strategic hiring at different growth milestones. Greg also discusses the shifting work en…
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📣 Leave a rating and review! ✨ 📸Send a screenshot to: laurie@btsherpa.com and grab a free copy of Laurie’s book and enter to win a monthly swag box! 🎉 In this episode of The Entrepreneur Gene, host Laurie Barkman interviews Charlie Buscarino, the Founder and CEO of The Clarient Group. Charlie shares his path from construction to entrepreneurship. T…
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In this episode, Matt and Craig explore the role of advisors in driving B2B business growth with Carilu Dietrich, an ex-CMO and current hypergrowth advisor to CEOs and CMOs. Carilu shares her insights on the importance of having a skilled team of advisors to support executives, highlighting the need for different types of advisors at various growth…
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In this week’s episode of Optometrists Building Empires, Ankit sits down with Chad Fleming, Owner and Optometrist at Wichita Optometry. Chad shares powerful insights into leadership, emotional intelligence, and efficiencies in practice management. Discover his secrets of scaling your practice, balancing business and personal growth, and building a …
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Summary In this episode of Shift Thrive, Natalie interviews Ben Ben-Aderet, a seasoned entrepreneur and co-founder of GRSee Consulting Group. They discuss Ben's extensive experience in the InfoSec industry and his views on driving major organizational change. Ben addresses common misconceptions about strategy, emphasizing the importance of executio…
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📣 Leave a rating and review! ✨ 📸Send a screenshot to: laurie@btsherpa.com and grab a free copy of Laurie’s book and enter to win a monthly swag box! 🎉 In this episode, host Laurie Barkman interviews Dean Minuto, President of YESCALATE. Dean shares his insights on entrepreneurship and the development of crucial skills necessary for success. The disc…
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In this episode, Craig and Matt host Dan Gottlieb, Vice President Analyst at Gartner. They discuss sales strategies, highlighting the need for modern sales organizations to rethink their talent strategies, simplify sales processes, and intelligently apply technology. Dan shares insights from Gartner research on the competencies of high-performing s…
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Discover what it truly means to be an entrepreneurial powerhouse in the field of optometry with Dr. Tony Turin. In this week’s episode, we delve into the entrepreneurial journey of Dr. Turin, a recognized leader known for his clinical expertise and commitment to advancing optometry. From his beginnings in the U.S. Army to becoming the owner of Moun…
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In this episode, we explore the critical balance between technical data expertise and essential soft skills, such as communication and stakeholder management. Our guest Robert Bonovich Senior Business Analyst at Cisco Systems shares real-world examples from their career, including a fascinating story from their time in sales where they leveraged mu…
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Summary On this week's episode of Shift Thrive, Sneer Rosenfeld, CEO of Cyber 2.0, shares his unique approach to endpoint and network security, which focuses on stopping the spread of malicious software rather than just protecting individual computers. Sneer’s emphasis on storytelling, customer focus, and team empowerment stands out as a model for …
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📣 Leave a rating and review! ✨ 📸Send a screenshot to: laurie@btsherpa.com and grab a free copy of Laurie’s book and enter to win a monthly swag box! 🎉 Today, Laurie Barkman welcomes Susan Quinn, CEO and President of circle S studio. The conversation first explores whether entrepreneurial traits are inherited or nurtured. Susan shares her family's h…
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Welcome to Optometrists Building Empires! In today's podcast, Ankit sits down with Dr. Bradley Grant, owner and optometrist at Mid-State Eye & EYE Wisconsin. He is an outstanding optometrist and entrepreneur who has successfully scaled his practice while maintaining a strong commitment to top-notch patient care. Dr. Grant discusses his journey, foc…
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In today’s episode, Matt and Craig are joined by AJ Gandhi, Chief Growth Officer at Marlin Equity. The discussion is an in-depth exploration of go-to-market (GTM) strategies. They cover the importance of core selling skills, the impact of over-reliant sales enablement tools, and the undervalued power of creative marketing. AJ emphasizes the critica…
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In this episode, we dive deep into the art of using data to drive better business decisions with some of our favorite guests. From the challenge of compiling vast amounts of information to the thrill of discovering insights, we explore how data plays a crucial role in shaping strategies. Our guests also highlight the significance of original resear…
  continue reading
 
Summary On this week's episode of Shift & Thrive: CEO Insights on Driving Change, Natalie sits down with guest Brad Thies. Brad is the CEO and Managing Partner at BARR Advisory. They discuss managing organizational change, and addressing common misconceptions while emphasizing the importance of agency, trust, and self-awareness. Brad shares valuabl…
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📣 Leave a rating and review! ✨ 📸Send a screenshot to: laurie@btsherpa.com and grab a free copy of Laurie’s book and enter to win a monthly swag box! 🎉 In this episode, host Laurie Barkman welcomes Bill Spohn, President and CEO of Tru Tech Tools, to discuss the characteristics of the entrepreneurial mindset, the intersection of engineering and entre…
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Welcome to another exciting episode of Optometrist Building Empires! This episode promises to take your practice growth strategy to new heights with groundbreaking insights from our guest, Dr. Adam J. Palo, Optometrist and President of The Eye Institute. Adam is an impressive entrepreneur with over a decade of experience in medical optometry and dr…
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In this episode of 'The Transaction,' Matt and Craig are joined by John Common, CEO of Intelligent Demand, to discuss various aspects of B2B growth strategy. The conversation focuses on the importance of different go-to-market motions, ICP targeting, and the implementation of cross-functional alignment. John stresses moving beyond tactical focus to…
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In this episode, we dive deep into the essential roles of FP&A (Financial Planning and Analysis) and BI (Business Intelligence) within organizations. Our guest William Bett highlights the importance of making data accessible to everyone, not just experts, and emphasizes that understanding and translating data into actionable business insights is a …
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In this week’s episode, I got the chance to sit down with Paul Harris, the CEO of Aurora Multimedia. Paul shares insights from his 30-year career as a technology executive, discussing major innovations in the AV industry. He emphasizes the importance of thinking outside the box and listening to customer feedback. Paul explains how his company appro…
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📣 Leave a rating and review! ✨ 📸Send a screenshot to: laurie@btsherpa.com and grab a free copy of Laurie’s book and enter to win a monthly swag box! 🎉 In this episode of The Entrepreneur Gene, host Laurie Barkman interviews Pallavi Golla, a serial entrepreneur and professional EOS implementer at EOS Worldwide. They discuss the concept of the entrep…
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Today Craig and Matt welcome guest Andy Raskin, a renowned figure in the B2B space. The discussion revolves around the importance of creating impactful sales narratives. They discuss the structure and strategy behind compelling sales decks, leaning on examples like the famous Zuora deck. Andy shares insights on transitioning from founder-led sales …
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In this episode of The Entrepreneur Gene, host Laurie Barkman sits down with Nick Hutchison, CEO and Founder of BookThinkers. They discuss Nick's entrepreneurial journey, how books changed his life, and his rebellious nature that drove him to create successful businesses. Nick shares key decisions and challenges in scaling BookThinkers, emphasizing…
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Get ready to take your optometry practice to the next level with powerful insights about building partnerships, scaling your business, and navigating the challenges of private practice. Who better to share this expert advice than the accomplished Dr. Derek Black! With his extensive experience in the military and private practice, Derek has navigate…
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In this insightful episode, we dive into the critical components of making data-driven decisions, focusing on how to ask the right questions about your data. Antonio Neto emphasizes the importance of crafting clear problem statements and understanding the role data plays in shaping successful product development. Through real-world examples, they s…
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In this episode of Shift and Thrive, host Natalie Nathanson sits down with Christian Hyatt, CEO & Co-Founder of risk3sixty! Together, they discuss his journey in cybersecurity, the challenges of driving organizational change, and valuable leadership insights. Christian also highlights the current trends impacting cybersecurity and how risk3sixty he…
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Welcome to the very first episode of The Entrepreneur Gene! Host Laurie Barkman interviews David Newman, an entrepreneur, author, and sales and marketing expert. David shares his insight into the idea of an entrepreneurial gene, discussing key traits such as being a maverick and a risk-taker. He reflects on his journey from a struggling entrepreneu…
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In this episode, Matt and Craig delve into the evolving landscape of LinkedIn as a key platform for B2B thought leadership and brand building with the insights of Alec Paul, a LinkedIn strategist and Founder of SalesBrand. Alec discusses the significance of authenticity, audience engagement, and the potential of LinkedIn video. The conversation als…
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Take your medical practice to the next level with invaluable insights about building strong patient relationships and making your practice a place where patients want to return. Dr. Jim Wood, Owner of Wood Eyecare Centers, joins Ankit to talk about new communication strategies, gaining confidence in patient interactions, and debunking common miscon…
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In this insightful episode, Dr. Sue Tripathi delves into the complexities of data utilization in businesses, emphasizing the importance of understanding which data sets are relevant to specific goals. The conversation explores how businesses can streamline their data practices to achieve more accurate and impactful outcomes. The discussion also tou…
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Discover The Entrepreneur Gene with show host Laurie Barkman! Listen weekly as we talk with founders and CEOs exploring the rewards and challenges of the entrepreneurial path. This show is sponsored by Business Transition Sherpa, getting your business unstuck so you can grow, scale, and exit while enjoying the journey. Join our community of entrepr…
  continue reading
 
In this episode of The Transaction, Matt Amundsen and Craig Rosenberg are joined by Ray Rike to delve into the world of metrics. Ray shares his passion for allowing SaaS operators to make metric-informed and benchmark-validated decisions by looking at metrics across the entire customer journey. He highlights key metrics such as CAC ratio, inbound h…
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In this episode of Optometrist Building Empires, prepare to delve into the insightful journey of Dr. Michael Dittman. Learn from his extraordinary dedication to advancing the field of optometry—covering topics from managing critical eye conditions to growing a successful multi-location practice. As the president of Dittman Eye Care and the Myopia M…
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In this episode, we dive deep into the complexities of data management, the platform approach to analytics, and the nuances of data storytelling with our guest, Claus Torp Jensen, a seasoned data expert. We also explore unique challenges in the healthcare industry and how data can drive better decisions, outcomes, and healthier lives. Key Takeaways…
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The Transaction’s guest today is one of many talents. Jen Igartua, who is not only the CEO of GoNimbly but also a side hustler in both comedy and board game designing, provides her insights on the sales and marketing world today. The conversation covers transforming B2B sales strategies using signal-based selling and PLG (Product-Led Growth) insigh…
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Transform your optometry practice with key insights from a seasoned expert in the field. In this episode, uncover the secrets behind scaling a successful optometry business and enhancing patient care with none other than Dr. Christopher Browning. You'll gain invaluable knowledge about effective practice management, innovative patient care strategie…
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In this episode, we explore the intersection of finance and data analytics. Divyasom has a wealth of experience in both consulting and financial reporting and dives into how finance professionals can enhance their data processes. We discuss the importance of data accuracy, automation in financial reporting, and the challenges of maintaining both sp…
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Host Natalie interviews Eli Wachs, a dynamic entrepreneur and visionary in the privacy tech industry. Eli shares his journey from starting ventures in high school to his latest undertaking, Footprint, a startup focused on seamless and secure user onboarding. Throughout the discussion, Eli offers key insights into leadership challenges, such as the …
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Today Mark Kosoglow, an experienced sales professional and an advisor at HockeyStack, discusses with Craig and Matt his insightful perspectives on sales strategies. He emphasizes the importance of creativity over sheer volume in outreach and the challenges posed by current sales practices. Mark highlights his approach to sales from his time at Outr…
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Take your optometry practice to new heights with expert insights from Dr. Todd Cohen. In this episode, we delve deep into the world of clinical practice management, growth strategies, and industry trends. Learn from Dr. Cohen as he shares his journey from establishing a successful practice to becoming a leader in the optometry field. If you're eage…
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In this episode, we dive deep into the fundamentals of data, discussing how to simplify complex data structures using concepts like star schemas. Steven Willard, an experienced data professional, shares insights on the importance of understanding and leveraging data for business success. We explore the evolution of data practices, the significance …
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Summary In this episode of Shift & Thrive, host Natalie sits down with Emile Sayegh, an early pioneer in cloud computing and seasoned leader with over two decades in the tech industry. Emile shares valuable advice on driving major changes within organizations, emphasizing the importance of flexibility, communication, and stakeholder buy-in. He also…
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Welcome to Optometrists Building Empires! Each week, host Ankit Patel, explores the journey of multi-practice ownership and leadership in optometry with some of the top minds in his field. This show is sponsored by My Business Care Team: We help increase revenue, reduce costs, and reduce staffing headaches. Let's build your empire together!…
  continue reading
 
This episode brings on Dennis Lyandres as the guest. He is currently an advisor at ICONIQ Capital and has many years of sales, marketing, and strategy experience. Along with Craig and Matt, Dennis discusses effective leadership techniques and the importance of relentless learning in the sales and marketing world. He emphasizes the importance of hir…
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In this episode, we dive into the significance of agile methodologies in the realm of data analytics. Zainulabedin Shah the Former SR Director of Global Analytics at Herbalife and Co-Founder of Threedcase shares invaluable insights on managing data initiatives, aligning team goals, and the critical role of education and change management in enhanci…
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In this episode of Shift Thrive, Natalie sits down with Mark Hewitt, president and CEO of EQ Engineered. Mark shares insights from his extensive background, which includes military roots, studying at West Point, leading entrepreneurial ventures, and a leadership role at Forrester Research. The discussion delves into key strategies for successful di…
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Today’s episode welcomes Sydney Sloan, former CMO of Drata and newest CMO of G2, to sit down with Craig and Matt to give strong insights on the evolving strategies being used in marketing. Sydney discusses the shift from account-based to segment-based strategies, and elaborates on how triangulation of data points can enhance targeting and campaign …
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