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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

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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64:27

Coffee Klatsch 10-28-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/10/28

SummaryThe conversation delves into the pressing need for professionals in the services sector to adapt to market complexities and enhance their value proposition. It highlights the alarming trend of commoditization affecting a significant portion of the industry, urging professionals to leverage referrals and act swiftly to differentiate themselves.Keywordsmarket complexity, professional services, commoditization, value, execution, referralsTakeawaysThere is a critical need to think about

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61:59

Coffee Klatsch 10-21-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/10/21

SummaryThe conversation explores innovative business models, particularly consulting for equity, and the importance of aligning client engagement with strategic growth planning. The speakers discuss monetization strategies, the execution of plans, and the significance of building strong relationships with clients to facilitate successful outcomes. They emphasize the need for clear communication and adaptability in strategic planning, ensuring that plans are executable and tailored to client

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53:46

Coffee Klatsch 10-14-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/10/14

SummaryThe conversation revolves around reflections on a recent summit, planning for future events, community engagement, feedback for improvements, sustainability of the conference, the role of AI in business, certification opportunities, and the future location of the conference. Participants share insights on the importance of networking, the need for profitability, and the value of in-person interactions.Keywordssummit, conference, networking, AI, business growth, community,

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52:55

Coffee Klatsch 09/30/2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/09/30

SummaryThis conversation delves into the critical aspects of exit planning, the transformative role of AI in business advisory, and the importance of networking and collaboration among professionals. The speakers share insights on understanding client needs, building trust, and leveraging personal branding for client acquisition. They also discuss the significance of strategic capacity and continuous learning in the advisory field, emphasizing the need for advisors to adapt to changing

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61:49

Coffee Klatsch 09/23/2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/09/30

SummaryIn this engaging conversation, the participants explore the themes of innovation, strategic thinking, and the importance of community in business advisory. They discuss personal practices that inspire creativity and the necessity of stepping back from daily pressures to gain clarity. The dialogue emphasizes the significance of building relationships and discipleship in fostering growth, both personally and within the community. The participants share their experiences and insights,

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62:40

Coffee Klatsch 09-16-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/09/16

SummaryThe conversation revolves around the importance of community, networking, and collaboration within the context of the upcoming summit. Participants share personal updates, discuss the significance of family, and highlight the value of engaging with peers in the advisory space. The summit is framed as a unique opportunity for learning and sharing best practices, with a focus on data-driven decision-making and the importance of personal branding. The discussion emphasizes the need for

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59:45

Coffee Klatsch 09-09-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/09/09

SummaryIn this conversation, George Sandmann and his guests discuss the importance of community engagement in business advisory, the role of AI in transforming sales processes, and the significance of personal branding. They explore how building confidence and competence in advisors can lead to better client relationships, and the challenges of transitioning from a personal brand to a business brand. The discussion also touches on the impact of ego in leadership, the necessity of

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47 results

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