أفضل بودكاسات Best Practices Podcast (2025)

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Managing Your Small Accounts 12:05

11d ago12:05

12:05

Today, we’ll explore why small accounts can be a hidden challenge in your practice and why managing them effectively is crucial for your business’s health. We’ll talk about identifying which small accounts are truly strategic—linked to bigger relationships or important referral sources—and which ones might be better served elsewhere. You’ll hear pr…

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Having a GPS for your Business 12:18

25d ago12:18

12:18

We will explore the power of having a clear plan for your business — your very own GPS to guide you toward success. Imagine driving on a journey without a map or directions. Even if you somehow reach your destination, how much smoother, faster, and more confident would the trip be with a GPS? In this chapter reading, we dive into why a thoughtfully…

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Self-Care is a Team Sport 36:42

1M ago36:42

36:42

Today's episode, Self-Care is a Team Sport, this Episode explores the real, raw, and revolutionary ways self-care shapes how we show up in life, business, and beyond. Today, we are thrilled to welcome back someone who truly embodies the heart of this work — Christy Nichol, the powerhouse behind the Burnt to Blissed Out Formula. Christy is not only …

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Keys to Developing and Managing Your Brand 39:35

2M ago39:35

39:35

Today, we have an incredible guest joining us: Olivia Pinho, the dynamic CEO of Amplified Social and co-founder of Baking Bread. With a rich background in digital marketing and a passion for empowering Wealth Advisors, Olivia has developed a proven 4-step method to social media success. She specializes in helping advisors streamline their content c…

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Weekly Team Meetings 14:02

2M ago14:02

14:02

In today’s episode, we’ll tackle the barriers that often lead team leaders to shy away from weekly meetings, and how we can transform these gatherings from dreaded time-wasters into vital, engaging conversations. We’ll discuss key strategies for ensuring these meetings are concise, productive, and most importantly—exciting! You’ll learn about setti…

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Podcast 95 - Speed to Safety - Special Recall Best Practices Interview with RMIG 43:42

2M ago43:42

43:42

Recall management is a challenging area for healthcare organizations throughout the country as there is no set methodology, workflows, standardized tools, or training. Healthcare organizations are now developing their own recall management processes, workflows, and problem-solving tools. Luckily, a group of large health systems have gotten together…

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Creating Your Team Manual 17:28

3M ago17:28

17:28

Advisors often find themselves in the fast-paced world of sales, where processes and administration can easily fall by the wayside. But what if I told you that by treating your practice like a business, you can achieve smoother operations and enhanced efficiency? The input of one person is the output of the other. A Best Practice for Team managemen…

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The Power of Annual Client Progress Reviews 15:22

3M ago15:22

15:22

In today’s episode, we dive deep into the power of Annual Client Progress Reviews. Tools: https://advisors.to/content/uploads/Tool-Chapter-11.pdfبقلم Best Practices Podcast

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Team Off-sites for Financial Services Teams - Refocus and Renew 16:07

4M ago16:07

16:07

In today’s episode, we dive deep into the transformative power of team off-sites, especially within the financial services sector. Today we’re exploring how these retreats can help teams realign their goals, enhance collaboration, and ultimately drive better results.بقلم Best Practices Podcast

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How to avoid litigation with Ellen Bessner 41:27

4M ago41:27

41:27

In this episdoe we dive into an important topic: How to Avoid Litigation in a Joint Code Arrangement or Partnership. Joining us is Ellen Bessner, a partner at the renowned litigation boutique law firm Babin, Bessner Spry LLP. Ellen brings deep expertise in financial services litigation, focusing on the regulatory defence of securities dealers, advi…

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Managing Relationships and Referrals 59:06

5M ago59:06

59:06

Welcome to the podcast, where we dive into the fascinating journey of Tim Godfrey, a retired financial advisor who successfully transitioned into the world of entertainment. Tim shares his unique insights on how he built lasting connections with his clients, and colleagues and the influential role of voice over the phone in establishing trust and r…

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Capturing Your Value 42:53

5M ago42:53

42:53

In this episode, Joanne Ferguson chats with Brendan Kenalty, who has over 30 years of industry experience with technology and financial leaders including Microsoft, Blackberry and Manulife. Brendan is a business builder, college professor and passionate advocate for financial education. As a longtime entrepreneur and father of two young men, Brenda…

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Trending Forward - Change is the Ultimate Certainty 50:15

6M ago50:15

50:15

In this episode, Joanne Ferguson chats with Christy Nichol. This episode is focused on Burnt Out to Blissed Out! Christy Nichol is the owner of the Burnt to Blissed Out Formula. A female business owner who understands the human body and business. Body First, Business Second is her motto. Joanne thought of speaking to a woman who cares and is an ins…

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Leading Your Team 42:46

6M ago42:46

42:46

Welcome to today’s episode! In this candid conversation, Joanne Ferguson sits down with leadership expert Sofia Costantini to explore the true essence of leadership. As a top educator, presenter, and leader in the wellness field, Sofia is deeply passionate about helping others achieve both personal and professional success while emphasizing the imp…

1
Powerful Process Management 32:11

6M ago32:11

32:11

In this episode, Joanne Ferguson chats with Katie Attard, the person founders and executives turn to when they need a reliable partner to help their business thrive. Whether you're launching a new venture or scaling your operations, she is here to provide the strategic support you need to make your business scale with confidence. katieattard.com Sa…

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Building a Powerful Online Presence 36:53

7M ago36:53

36:53

In this episode, Joanne Ferguson chats with Chris Crocker, a seasoned consultant in web development, digital and educational marketing, and sales. Chris's authentic approach to clients supports their needs and excels at helping them reach their goals. He is the Owner and Director of Campfire Digital Marketing and a partner at BakingBread, which off…

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Podcast 94 - 6 Crucial Dynamics that Will Make or Break Your Value Analysis and Cost Management Projects 23:26

7M ago23:26

23:26

How do you know when to start, stop, or continue with a value analysis review? There should be valid reasons why you are going to perform a value analysis review, why you may stop it midstream, or why it must continue out to a final resolution. These are valid issues that VA/supply chain team members deal with every day. Today I am talking about th…

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The Big Picture 34:18

7M ago34:18

34:18

In this episode, Joanne Ferguson chats with Derek Convington. Head of Performance Optimization, Well-being and Mindfulness ~ Olympic and High Performance Leader, Throughout his 20+ years in Olympic sport over nine Olympic Games, He has helped elite performers and teams across the globe achieve success. As a former competitive hurdler and coach, he …

1
Succession Planning 35:49

8M ago35:49

35:49

In this episode, Joanne Ferguson chats with Brent Moody, with over 35 years of experience in the financial industry as a Director, Associate Portfolio Manager, and Senior Advisor with a full-service brokerage firm, Brent brings to us his start in the industry and his passionate about a healthy succession. This episode is paired with Chapter 20, 'Su…

1
Telling Your Story 33:57

8M ago33:57

33:57

In this episode, Joanne Ferguson chats with Sandra Margolese, Vocal Coach, Writer, Singer, and Voice Actor - Vocal students worldwide have been inspired by Sandra to explore possibilities and reach objectives in their chosen professions. With passion and a commitment to excellence, she shares her vocalization techniques to help people unleash their…

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Instinct, Drive and Talent 16:41

9M ago16:41

16:41

In this episode, Joanne Ferguson, Coach and Consultant in the Financial Services Industry since 2001, chats about how she came upon Kolbe Wisdom, Insights, and the power of this assessment, the power of people. Sandra Margolese reads Chapter 2, “Instinct, Drive and Talent” from Best Practices: A Handbook for Advisors and Their Teams,Third Edition. …

1
Designing Your Team 19:02

9M ago19:02

19:02

In this episode, Joanne Ferguson discusses the essential best practices for financial services teams, emphasizing the importance of focus, clear roles, and effective processes. Sandra Margolese reads the preface and Chapter 1 'Designing Your Team' from Best Practices: A Handbook for Advisors and Their Teams.…

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Podcast 93 - 12 Reasons Why You Should Have a Valid Benchmarking/KPI System 42:46

9M ago42:46

42:46

Supply chain and value analysis seem like an endless world of projects, initiatives, conversions, problems, recalls, and new product request evaluations that just go on and on. Once you think you have everything taken care of, other problems or initiatives show up. One thing is for sure, there also comes a lot of uncertainty with all these initiati…

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An Introduction to the Best Practices Podcast 3:00

10M ago3:00

3:00

Hello everyone, my name is Joanne Ferguson. I have been in the financial services industry since 1990, working in a variety of roles—from branch operations to regional platforms, as well as in technology and training, conducting roll-outs across the country. One of the most impactful elements has always been the concept of Best Practices, and I hav…

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Podcast 92 - 6 Expectations for Integrating Clinical Supply Utilization Management Into Your VA Program 23:35

12M ago23:35

23:35

Pricing is tight. Sometimes we can find a few big savings opportunities but many times we are guarding against price increases in these inflationary times. Senior leadership is always looking to find new ways to reduce costs without having to face things like major layoffs or hiring freezes. Clinical supply utilization management (CSUM) is still a …

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Podcast 91 - Solving Supply Chain Resilience Challenges 31:25

1y ago31:25

31:25

In this special podcast we spoke with Jonathan Jarashow, CEO of OmniChannel Health, and discussed the unique needs and challenges of the healthcare supply chain. Jonathan and I delved into issues related to pricing, backorders, shortages, and how strategic value analysis and companies like OmniChannel Health can help to alleviate these challenges.…

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Podcast 90 – Supply Chain Advantages to Using UDI 21:11

1y ago21:11

21:11

In this special podcast we interviewed hospital supply chain experts from Vuemed, the leading solutions firm in inventory management. Chris Anderson, Director of Technical Program Management, and Katherine McAlister, Customer Support Operations Manager, delve into the UDI system in the medical device supply chain and clinical management.…

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Podcast 89 - 5 Easy Steps to Integrating Advanced Savings into Your Value Analysis Program 18:22

1y ago18:22

18:22

Everyone knows that value analysis is a big money saver from the standpoint of cost avoidance with new product requests as well as picking the right products from contract conversions. Not to mention, managing the supply resilience and recall issues that occur oh so often which hospitals cannot afford to throw major dollars at anymore. Value analys…

1
10 Principles of Kaizen 13:34

1+ y ago13:34

13:34

DISCLAIMER: Not endorsed by, affiliated with, or sponsored by Ivanti, Cherwell, ServiceNow, Remedy, Infor, or Sage. Any use of the software product names is descriptive of product experience/skillset or used to review the ITSM and CRM products. What is Kaizen, you may ask? Kaizen as you may suspect, is Japanese for "Improvement". It's a concept of …

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Podcast 88 - Getting Max Value Out of Sales Reps for Your Value Analysis Program 43:03

1+ y ago43:03

43:03

A Special Interview with Mark Copelandبقلم Robert Yokl

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Podcast 87 - Savings Beyond Price - You Control the Faucet 19:23

1+ y ago19:23

19:23

Let’s face it, inflation, clinical labor shortages, and market conditions are doing a number on our health systems’ bottom lines and forcing organizations to find new and better ways to eke out costs while maintaining quality and outcomes. This is easier said than done. Group purchasing organizations and your own custom contracting are readjusting …

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Is iPaaS the future for Ivanti Integrations? 11:42

1+ y ago11:42

11:42

DISCLAIMER: Not endorsed by, affiliated with, or sponsored by Ivanti, Workato, Zapier, BMC Remedy. Any use of the software product names is descriptive of the fact that we have experience with the mentioned ITSM and CRM products Although the term Integration Platform as a Service was invited in 2011, the first such services didn't surface in the Iv…

1
When to consider a freelance contractor for your Ivanti Neurons ITSM/ITAM system 11:23

1+ y ago11:23

11:23

If you would have asked that question 28 years ago, the answer would likely have been quite different. You see ITSM has come a long way since the early Helpdesk days. Back then most helpdesk systems were very basic ticket systems that recorded employee information, symptoms, ticket categories, and allowed you to prioritize and assign tickets. Sure …

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Podcast 86 - What Should Your Priorities Be Going Into 2024? 19:15

1+ y ago19:15

19:15

A new year will no doubt challenge many in our supply chain industry to up our game to new levels that we never thought possible. Let’s face it, there is a heck of a lot of change going on and higher demands from our Chief Financial Officers to optimize costs to mitigate the budgetary shortfalls that all health systems are seeing. All this on top o…

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Ivanti ITSM Project FAQ by Service Desk Managers 19:32

1+ y ago19:32

19:32

DISCLAIMER: Not endorsed by, affiliated with, or sponsored by Ivanti, ServiceNow, Remedy, Infor, or Sage. Any use of the software product names is descriptive of product experience/skillset or used to review the ITSM and CRM products. FAQ Do you really need a dedicated Ivanti Consultant? How important is Ivanti Certification? What time zone are you…

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Podcast 85 - When is the Right Time to Evaluate a Major Product or Service Category 19:00

2y ago19:00

19:00

Timing is everything and it does apply to the cost/value/quality world in our healthcare supply chain. In a perfect world, you would want to take the time and have your value analysis teams review all of their major product and/or service category spends and wring the towel dry on savings. But given that the average hospital purchases anywhere from…

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Onsite vs Remote Ivanti Consultant/Developer? 4:45

2y ago4:45

4:45

Back in the day before Zoom, before Goto Meeting, before the Internet, onsite visits were the only approach. Nowadays you hardly find anyone requiring an onsite and if you do. You really need to ask yourself, why?

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What is Ivanti Certification? And is it important? 5:09

2y ago5:09

5:09

Lately on various Social Media Sites there have been quite a few proud posts of Ivanti "Consultants" getting their Certification for Ivanti ITSM. What is Ivanti Certification? And is it important?

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How many Ivanti Consultants and Developers do you need for your ITSM Project? 5:03

2y ago5:03

5:03

Ivanti ITSM has come a long way in the 27+ years I have implemented the various products from HEAT, HEAT ITSM, Ivanti Service Manager, Ivanti Asset Manager, and now Ivanti Neurons for ITSM/ITAM. Surprisingly the Ivanti Professional Services approach has also changed. From in-house consultants, now outsourced to Ivanti Business partners. Is that goo…

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Podcast 84 - 4 Major Dynamics of Advanced Cost Optimization 18:56

2y ago18:56

18:56

Cost optimization is the art and science of saving money for our healthcare organizations and, at one time, used to be fairly easy by just implementing that right group purchasing contract and garnering the savings that the contract would bring at the best tier level. This has dramatically changed in the past few years with the record inflation and…

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Podcast 83 - 4 Ways to Leverage Savings Validation for Maximum Results 17:56

2y ago17:56

17:56

What is the point of signing a new or renewal contract with the goal of saving money if the savings do not materialize as planned? That’s what savings validation is all about. In fact, here are four ways to leverage savings validation for maximum results.بقلم Robert Yokl

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Podcast 82 - Supercharging Your Non-Salary Savings with Advanced Clinical Value Analysis Analytics 38:38

2y ago38:38

38:38

This podcast was a conversation with Rob Corley, Chief Growth Officer, from Impensa Advisors. Rob has previously been a VP of Supply Chain Services and Analytics for major GPOs and has a vast wealth of savings knowledge and experience in advanced non-salary (supplies & services) expenses. Our goal was to share with you the true potential of looking…

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Podcast 81 - 4 of the Most Important Elements to Saving Big in Healthcare Value Analysis 15:33

2y ago15:33

15:33

Everyone has a degree of experience in cost management, personal and business-wise, which we bring to the table in our value analysis meetings. There is also common sense that can guide us as well, but these experiences and common sense can only get us so far in the savings game. We need to have solid mindsets, knowledge-based tools, and some cleve…

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Podcast 80 - Big Savings in Retrospective Value Analysis Reviews 19:50

2+ y ago19:50

19:50

We are in tough budgetary times right now with regards to expense reduction at just about every health system in the country. Increased labor costs, supply chain issues, pricing increases, and inflation are really hurting our health systems’ bottom lines. As a value analysis professional, you may ask, how do we make a big splash in the savings buck…

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Podcast 79 - Winning with a Clinically Integrated Value Analysis Process 48:17

2+ y ago48:17

48:17

With Suzanne Smith, Solutions Advisor, Lumere—a GHX Company, and Kerry Lepage, Clinical Nurse Leader and Director of Surgical Services at Maine Health. Suzanne and Kerry discuss how they got into healthcare supply chain and value analysis, successful strategic sourcing initiatives, the key stakeholders in value analysis, and how to gain buy-in for …

1
ChatGPT and ITSM 2:02

2+ y ago2:02

2:02

DISCLAIMER: Not endorsed by, affiliated with, or sponsored by Ivanti. Any use of the software product names is descriptive of product experience/skillset or used to review the ITSM and CRM products.ChatGPT by definition is a large language model trained by OpenAI based on the GPT (Generative Pre-trained Transformer) architecture, designed to unders…

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Podcast 78 - 3 Tips About Value Analysis Committees Vs. VA Teams You Can’t Afford To Miss 19:36

2+ y ago19:36

19:36

We continue to see value analysis professionals working through a value analysis committee structure on new and renewal GPO contracts, new product requests, recalls, etc., even if they call them value analysis teams. Let me remind you that there is a big difference. To this end, here are three tips about value analysis committees vs. teams you can’…

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Podcast 77 - Starting Your Own Clinical Supply Utilization Management Program 22:00

2+ y ago22:00

22:00

I recently had a sales call with a hospital Director who was interested in starting a Clinical Supply Utilization Management (CSUM) program at his hospital. His reasons were that they had been doing as much as possible with GPO/contract price and standardization but that they were doing nothing about clinical supply utilization. Being new to the CS…

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Podcast 76 - It's 2023: How Do You Make Your Clinical Value Analysis Program Even Better? 23:12

2+ y ago23:12

23:12

As we begin a new year, it is good to take a step back and take a good look in the mirror at your value analysis and cost management programs. These are especially important right now in these tough economic times where your Chief Financial Officer is looking for every dollar of revenue and savings they can muster. Plus, it is just a good time to i…

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Podcast 75 - 6 Unwanted Things that Happen When the Products, Services, and Technologies You Buy Are Put into the Hands of Your Customers 20:24

3y ago20:24

20:24

Too often when a product, service, or technology is purchased, it is considered a completed transaction by your contract managers once they have obtained the best price, and then it is quickly forgotten. You might not realize it, but this is the #1 reason why you would have higher per patient day supply costs than your competition. Remember, price …

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Best Practices Podcast

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