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PODCAST

Growth-Drive"s Business Advisor Coffee Klatsch

George Sandmann

Every week a group of senior pros gather to dig into business advisory strategies, best practices, and client cases. Open to all - join the conversation every Tue @ 0930 ET - link below.

business management

All Episodes

64:42

Coffee Klatsch 04-07-2026

Growth-Drive"s Business Advisor Coffee Klatsch ·

2026/04/07

SummaryThis week’s Coffee Klatsch focused on how Growth-Drive advisors are pricing, packaging, and monetizing their work. Members shared real revenue results from Growth-Drive engagements, discussed the challenge of proving ROI in advisory work versus technical tax services, and explored how to move clients from analysis into execution. The conversation emphasized that growth outcomes are implementation-dependent, making guarantees difficult, but highlighted practical ways to increase

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64:29

Coffee Klatsch 03-31-2026

Growth-Drive"s Business Advisor Coffee Klatsch ·

2026/04/01

SummaryThis meeting covers strategic capacity assessment, client engagement techniques, and effective facilitation methods for business development. Participants share insights on running impactful workshops, leveraging technology, and building strong relationships with centers of influence.Keywordsstrategic capacity, client engagement, facilitation techniques, business development, workshops, technology tools, client relationshipsChapters00:00 Introduction and Personal Updates01:17 Family

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59:53

Coffee Klatsch 03-17-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2026/03/20

SummaryThis Coffee Klatsch covers strategies for leveraging AI, building relationships with community bankers, and improving business profitability through targeted insights and tools. Participants share practical tips, success stories, and upcoming events to enhance professional growth.KeywordsAI, business growth, community bankers, profitability, relationship building, strategic planning, software tools, professional developmentChapters00:00 Consequences of Actions and Decision

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54:00

Coffee Klatsch 03-10-2026

Growth-Drive"s Business Advisor Coffee Klatsch ·

2026/03/10

SummaryThis episode explores the nuances of business valuation, the impact of AI on valuation metrics, and effective strategies for engaging clients in understanding their business value. Experts share insights on pricing, valuation methods, and the importance of mindset in business growth.Keywordsbusiness valuation, AI impact, client engagement, pricing strategies, growth planning, enterprise value, valuation metrics, business growth, valuation tools, client educationChapters00:00 Early

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58:35

Coffee Klatsch 03-03-2026: AI Advantage–Protecting...

Growth-Drive"s Business Advisor Coffee Klatsch ·

2026/03/03

SummaryThe conversation explores the intersection of AI, business efficiency, and the importance of emotional connections in client relationships. The speakers discuss how AI tools can enhance productivity, allowing professionals to focus on building meaningful relationships with clients. They emphasize the significance of happiness and emotional equity in business, advocating for a supportive community that fosters personal and professional growth. The discussion also touches on the

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59:12

Coffee Klatsch–Deep Dive on Biz Dev for Advisors:...

Growth-Drive"s Business Advisor Coffee Klatsch ·

2026/02/24

SummaryThe conversation covers various topics including local weather insights, the introduction of a new participant, client assessment tools, marketing event preparation, the importance of follow-up, the contrast between analog and digital marketing strategies, the significance of relationships in business, consulting for equity, and creating immediate ROI for clients. The discussion emphasizes the need for trust and execution in business relationships, culminating in key takeaways that

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56:58

Coffee Klatsch 02-17-2026

Growth-Drive"s Business Advisor Coffee Klatsch ·

2026/02/17

SummaryThis conversation explores various themes related to business growth, success fees, and the complexities of measuring success in a changing market. The participants discuss the importance of strategic capacity, community engagement, and the challenges posed by the gig economy. They emphasize the need for transparency, alignment, and treating all stakeholders as human beings to foster successful business relationships.Keywordsbusiness growth, success fees, strategic capacity,

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73:24

Coffee Klatsch 02-10-2026

Growth-Drive"s Business Advisor Coffee Klatsch ·

2026/02/10

SummaryThe conversation explores the evolving landscape of AI, particularly the emergence of AI agents that can perform tasks autonomously. Participants discuss the implications of AI in business processes, the necessity of human oversight, and the ethical considerations surrounding AI governance. Practical applications of AI in various fields are shared, emphasizing the importance of continuous learning and adaptation in leveraging AI effectively.KeywordsAI, agents, business processes,

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59:26

Coffee Klatsch 02-03-2026

Growth-Drive"s Business Advisor Coffee Klatsch ·

2026/02/03

SummaryThis Coffee Klatsch explores various themes around business strategy, focusing on the integration of technology, collaboration among advisors, and the importance of demonstrable outcomes for clients. The participants discuss event planning, the role of AI in enhancing strategic capacity, and the need for effective communication to foster trust and transparency in client relationships. The dialogue emphasizes that technology should be viewed as an integral part of business operations

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58:56

Coffee Klatsch 01-27-2026

Growth-Drive"s Business Advisor Coffee Klatsch ·

2026/01/27

SummaryThe conversation revolves around planning for the upcoming Growth Type Summit, discussing various themes such as the integration of AI, strategic capacity, and the importance of both hard and soft skills in the advisory process. Participants share insights on how to engage the audience effectively, the significance of sponsorship, and the need for a collaborative learning environment. The discussion emphasizes the importance of preparing business owners for exits and building

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62:44

Coffee Klatsch 01-20-2026

Growth-Drive"s Business Advisor Coffee Klatsch ·

2026/01/22

SummaryThe conversation revolves around the importance of building relationships through referrals, the challenges of transitioning after a business exit, and the exploration of opportunities in the insurance sector. Participants discuss strategies for networking, setting growth goals, and the nuances of sales and lead generation. The topic of referral fees and the dynamics of strategic partnerships is also explored, emphasizing the need for clarity in these relationships.Keywordsreferrals,

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62:19

Coffee Klatsch 01-13-2026

Growth-Drive"s Business Advisor Coffee Klatsch ·

2026/01/13

SummaryThe conversation covers various themes including industry insights, personal anecdotes, market trends, and strategies for business growth. Participants share their experiences in different sectors, discuss the importance of networking, and explore the challenges and opportunities in transitioning businesses. The dialogue emphasizes the need for awareness in exit planning and the impact of subscription models on cash flow. Overall, the discussion highlights the importance of adapting

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58:37

Coffee Klatsch 01-06-2026

Growth-Drive"s Business Advisor Coffee Klatsch ·

2026/01/06

SummaryThe conversation revolves around various themes including the importance of client engagement, strategic planning, and the maker vs. taker philosophy. Participants reflect on their experiences from the past year, discussing client fatigue, the need for effective collaboration, and the significance of building a network of givers. The discussion also touches on the integration of AI in strategic planning and the importance of creating immediate value for clients and referral sources

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56:16

Coffee Klatsch 12-16-25

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/12/22

SummaryThis conversation explores the importance of community engagement through self-help initiatives, the dynamics of study groups, and the critical role of referrals in business growth. It emphasizes the need for continuous professional development, confidence in the sales process, and the value of mentorship and collaboration. The discussion also highlights the significance of understanding market dynamics and resource allocation in achieving sales success.Keywordsself-help, community

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61:23

Coffee Klatsch 12-09-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/12/09

SummaryThe conversation covers various themes related to business growth, including personal updates, exciting developments in tools for growth, AI integration, strategic planning challenges, leadership dynamics, sales strategies, and the importance of emotional readiness in business. Participants share insights on how to navigate these areas effectively, emphasizing the need for strategic thinking and the human touch in a technology-driven world.Keywordsbusiness growth, AI integration,

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58:51

Coffee Klastch 12-02-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/12/03

SummaryThe conversation covers a wide range of topics, including the use of AI in business workflows, the importance of self-reflection, and the challenges of implementing new technologies. Participants discuss the potential of AI as a research tool and thought partner, emphasizing the need for critical evaluation of AI-generated information. The session also touches on personal growth, strategic planning, and the value of meditation and self-awareness in professional development. The

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60:26

Coffee Klatsch 11-25-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/11/25

SummaryThe conversation revolves around business strategies, AI's impact on financial services, and personal anecdotes about Thanksgiving traditions. Participants discuss the evolving role of AI in business, the importance of strategic planning, and the challenges of partner dynamics in business. The discussion also touches on personal experiences and cultural traditions, providing a blend of professional insights and personal reflections.Keywordsbusiness strategies, AI impact, financial

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63:11

Coffee Klatsch 11-18-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/11/18

SummaryThe conversation explores various themes around business growth, client relationships, and the importance of collaboration among professionals. It emphasizes the need for effective communication, understanding client needs, and building a culture of trust and support. Insights from industry conferences highlight the significance of networking and the role of trusted advisors in guiding clients through transitions. The discussion also touches on the dynamics of family offices and the

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62:02

Coffee Klatsch 11-11-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/11/12

SummaryThis conversation explores the dynamics of client communication, emphasizing the importance of managing expectations, setting boundaries, and prioritizing tasks effectively. The speakers discuss the role of email as a communication tool, the distinction between urgency and importance, and the necessity of establishing clear client relationships. They also highlight the value of collaboration within a professional community to enhance service delivery and client

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66:37

Coffee Klatsch 11-04-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/11/04

Summary:The conversation revolves around business growth, strategic planning, and the importance of collaboration in achieving successful outcomes. Participants discuss the nuances of transaction value, the role of EOS implementers, and the significance of having a diverse team to provide multiple perspectives. The discussion also touches on personal experiences with business exits and the challenges of maintaining growth while planning for an exit.Keywords:business growth, strategic

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54 results

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