S1 Ep699: 4th Annual Liquid Alternative Strategies Summit - Granite Shares - Will Rhind
Founder and CEO Will Rhind will be a speaker at the conference, to be held in NYC on May 1.  He will be speaking about the importance of adding commodities to a well diversified portfolio, either as a hedge against inflation or for pure diversification.  He discusses with us who invests in Granite Shares and why.
6m Mar 16, 2018
6m
S1 Ep698: 4th Annual Liquid Alternative Strategies Summit - Infinity Q - James Velessaris
As CIO of Infinity Q, James will be speaking at the Conference on May 1 to be held in NYC, and will be addressing Volatility in the Equity Markets.  Discussing investing thru Volatility, a specialty of Infinity Q, he tells us who invests thru Volatility, and why.
4m Mar 16, 2018
4m
S1 Ep697: 4th Annual Liquid Alternative Strategies Summit - Lake Partners - with Rick Lake
No stranger to Alternative Investments, as a 29 year Alternative Investment specialist firm, author of books on Alternative Investmens, founders of a two decade old Alternative Investment Portfolio,  Rick will again be the Co-Chair of this conference, scheduled for May 1 in NYC, Rick will be speaking at the conference several times, including on the subject of "Liquid Alts 2.0".  Here, he brief...
6m Mar 16, 2018
6m
S1 Ep696: 4th Annual Liquid Alternative Strategies Summit - Joint Venture Events Group - with Don Friedman
Don is the founder and CEO of JV Events Group, and the producer of the conference.  Having produced conferences for sixteen years, including Inside ETF's, he discusses the unique model that their conference model follows.  With several conferences planned for 2018, this conference is well timed for buyers/allocators/advisors, with an all star set of presenters.
5m Mar 16, 2018
5m
S1 Ep695: 4th Annual Liquid Alternative Strategies Summit - Boston Partners - with Paul Heathwood
Director of Investor Relations, Paul will be one of the speakers at the May 1 Conference in NYC.  He will be speaking about the BP Emerging Markets Long/Short Strategy. He discusses the role of Alternative Investments in a properly diversified portfolio, and who invests in their fund, and why.
6m Mar 16, 2018
6m
S1 Ep694: What It Means to Internalize a Data First Mentality
Data is the lifeblood of all sales and marketing initiatives (or the electricity that powers them) – but we’re not referring to just any data; for this discussion, we’re talking about quality contact and account data; the data that every sales and marketing person depends on. The guest is Ned Leutz Director of new business at ZoomInfo.  The host is Anna Fisher.About the Guest:  Ned Leutz, Direc...
21m Mar 14, 2018
21m
S1 Ep693: Learn all about CAL OPTIMA
Can you name ALL the people Cal Optima covers and serves here in Orange County including DREAMERS, Foster Kids and the severerly disabled?  Tune into this week's OC SPOTLIGHT and hear Claudia Shambaugh (OC Talk Radio's Public Affairs Director) talk with CAL OPTIMA CEO Michael Shrader about the size and scope of their organization and mission.  For example, did you know that Cal Optima currently...
29m Mar 13, 2018
29m
S1 Ep692: Greg Benson, EOS
 After 25+ years of searching for tools and systems to help business owners and to make a difference in their lives, I've found a comprehensive system with a time-tested set of simple tools. No this isn't magic. It takes discipline and commitment but it gets results ... like nothing else I've ever seen. I wish I had found this 25 years ago ... so much more that I could have done for my clients....
53m Mar 13, 2018
53m
S1 Ep691: Mike Abercrombie, EOS
Mike began his own journey as an entrepreneur when he co-founded a training company in 1993. As CEO, he grew the business with the help of his team to be an internationally recognized company.Over $20M in revenue100+ instructors and staffOperations in the US and UK  Along his journey, Mike joined the Young President’s Organization (YPO) in 2000. While working closely with business leaders in YP...
46m Mar 13, 2018
46m
S1 Ep690: Relevance Raises Response
 Marketing is an ongoing contest for people’s attention. Mobile marketing is all about customer engagement and acquisition with a relevant message that provides the response a brand is seeking. Mobile is the closest a brand can get to its customer.  What we’ll be discussing today is how a brand or business can take advantage of marketing in the age of mobile. Today's episode is hosted by Matthe...
24m Mar 13, 2018
24m
S1 Ep689: Courtni English, No Limits Learning Center
Courtni is the founder and CEO of No Limits Learning Center. What started long ago as a passion for being around and helping people with special needs has evolved into what No Limits is today! With her never-quit attitude and a heart full of love for people with developmental disabilities. Courtni relentlessly worked to make No Limits a reality.​Hometown: Orange County, CAHigh School: El Dorado...
42m Mar 13, 2018
42m
S1 Ep688: Can You Trust Your Sales Team with Technology? Outreach Thinks So
Find the transcription and recording on the Heinz Marketing Blog on Mon. 3/19/18. This week, Manny Medina, CEO at Outreach SaaS joins us to discuss:  Can You Trust Your Sales Team with Technology?  Outreach Thinks SoHe's the CEO and founder of Outreach, a fantastic sales enablement and sales engagement and acceleration platform.We have a great discussion... at one point I tell Manny, "You're op...
26m Mar 12, 2018
26m
S1 Ep687: The Zandbergen Report Featuring Rick Cirelli
RTC MORTGAGE CORPORATION is owned and operated by Laguna Beach President Richard T. Cirelli, a mortgage industry veteran with over 40 years of experience. Throughout his career, Rick has held executive positions with some of the country’s largest and most respected mortgage banking companies.As a Regional and National Sales Manager, he has trained and educated thousands of loan officers and mor...
28m Mar 10, 2018
28m
S1 Ep686: The Zandbergen Report Featuring Adrian Hernandez
Adrian was 19 years old when he started he's pursuit in the Real Estate Industry. Adrian started off as an assistant to the broker/owner of Intero Real Estate Services in Rancho Cucamonga. Within 6 months of being an assistant Adrian quickly made the transition into Real Estate Sales and by March of 2012 Adrian received his California Real Estate License. Adrian comes from a background of famil...
27m Mar 10, 2018
27m
S1 Ep685: The Zandbergen Report Featuring Bart Zandbergen and Letitia Berbaum
Letitia Berbaum finds great purpose and fulfillment in her chosen career, dedicated to providing quality investment and strategic planning solutions to her clientele. Passionate about helping clients navigate the intricacies of investing, she specializes in wealth management, wealth transfer strategies, and strategic planning for business owners who desire an exit plan. Often referred to as the...
27m Mar 10, 2018
27m
S1 Ep684: Introducing The Zandbergen Report Featuring Wealth Strategies and Investment Wisdom
With more than 25 years of dedication and service, Bart Zandbergen is an esteemed Certified Financial Planner and Wealth Strategist. Globally respected as an authority in financial planning and investment advising, he has devoted his career to guiding men and women with diverse portfolios through building, managing and carefully fostering overall financial health. His service first approach and...
24m Mar 10, 2018
24m
S1 Ep683: The Evolution of Sales - Reflections on Many Decades in the Trenches
While sales functions have changed its evolution has been just as dramatic as its sister discipline of marketing.  In this program, host Mark Godley, CEO of  LeadGenuis will interview Mike D'Onofrio Chief Revenue Officer of LeanData. Mark explores with Mike why today is the best of times to be in sales and the expected future of the sales profession. The program guest host is Mark Godley. Abou...
19m Mar 07, 2018
19m
S1 Ep682: Katie Bullard on Why DiscoverOrg is Different - 3 Minutes +
This is a 3 minute and 57 second excerpt from an interview with Katie Bullard, Chief Growth Officer at DiscoverORG.  We asked her what makes the DiscoverOrg approach to database management, a database platform,  different and this is her response. You can hear the full interview here: Do you need an Intelligence Platform? And also this program: Marketing Intelligence Software: How it Improv...
4m Mar 06, 2018
4m
S1 Ep681: #65 Sherry Benjamins: Work Reimagined
Show Notes  I am super excited about our special guest today, Sherry Benjamins, who is the President and Founder of highly successful Talent Search Firm, S. Benjamins and Company. Today Sherry and I will engage in a discussion on the dynamics of an entirely new concept of what the workplace and the world of work is going to look like in the very near future. In fact, many companies have already...
57m Mar 06, 2018
57m
S1 Ep680: Your Crazy-Busy Buyer: How to Break Through, Build Value & Get the Sale
I'm very honored to have Jill Konrath join me to talk about her latest book, More Sales, Less Time.  Jill Konrath’s career is defined by her relentless search for fresh strategies that actually work in today’s sales world.Listen in to hear how someone with a Bachelors in Education ended up getting into sales, let alone becoming a keynote speaker in one of the world's preeminent sales office.Jil...
29m Mar 06, 2018
29m
S1 Ep679: Impact Investing - Serenity Shares - with Scott Sacknoff
With a background in creating indecis, Scott took the United Nations' 17 Sustainable, Development Goals and created an ETF containing those companies that address one or more of the these U.N. Goals.  After providing his insight into the accuracy of index ETF's, Scott discusses the genesis of Serenity Shares formation.  Filtering all stocks, looking to identify those companies that  focus on ac...
24m Mar 05, 2018
24m
S1 Ep678: The Argument: Does Marketing Now Own the Pipeline?
The sales pipeline, aka the sales funnel is the long-standing measurement of the past, present and future for a company.  In the not too distant past marketing dumped demand into the beginning (top) of the pipeline and sales took responsibility for the rest of the process. For years marketing has chipped away, usually unintentionally, at various steps of the sales pipeline to aid the salespeop...
27m Feb 28, 2018
27m
S1 Ep677: Time to declutter your data and create your own narrative story
We have all heard about how you can make your life more balanced when you declutter your closets and your life. But what about your data? Can you really make yourself better understood when you turn your data into a three-act narrative? Today we will hear from Neelesh Varde who will help us unlock the secrets of how to unlock the visually appealing stories in your complex data.Neel Varde is a G...
28m Feb 28, 2018
28m
S1 Ep676: Confessions of a CMO: The Secrets and Successes Behind B2B’s Revenue Leaders
 Confessions of a CMO: The Secrets and Successes Behind B2B’s Revenue LeadersYou can also read the transcript (and listen to this episode) on the Heinz Marketing Blog starting Mon. 3/5/18.  Listen in on a great discussion about Integrated Marketing.  Joe believes marketing (and economics) are about the audience and never about you.  Find out how a Government Major ended up in B2B Marketing and ...
21m Feb 28, 2018
21m
S1 Ep675: #64 Charlie: Can You Hear Me Now
Show Notes Today I’d like to chat with you, and our producer Paul, about a subject that is most dear to me. Bottom line it’s about the positive impact each of us can make on the lives of other people: from the ones we love the most to just about anyone we engage with in a meaningful conversation. As I have stated often, I have concluded that my single most important goal in life to help people ...
1hr 3m Feb 28, 2018
1hr 3m
S1 Ep674: Absolute Return Fixed Income - Wavelength Capital Management - with Mark Landis
Founder and CEO Mark Landis tells about Wavelength Capital's strategy, or focus, to have a low volatility fixed income portfolio that is immune from rising and falling interest rates.  They invest into four different portfoios, designed to perform in eachof four  economic environements, dealing with growth and inflation. Then, they apply market neutral long/short strategies  and apply factors t...
29m Feb 24, 2018
29m
S1 Ep673: Solar Energy Financing - Wunder Capital - with Bryan Bersic
As CEO of Wunder Capital, Bryan discusses the opportunities of providing capital to the commercial projects solar energy market.  Wunder raises funds from investors to fund commercial solar energy projects. Starting with private, retail investors, they now have Family Offices, RIA's and other professionals as investors.  Issuing notes, they offer yields that are greater than many market fixed i...
31m Feb 23, 2018
31m
S1 Ep672: 5 Most Important Things Marylou Tyler has Learned in Business and Life
Author and Consultant Marylou Tyler shares the processes in her life which have served her well.  She joins a list of executives that have opined on what has helped them on the pathways of life.  She discusses: Why doing what you love and not following money or title is the key to successHow embracing change in a rapidly changing world helped herWhy celebrating small wins leads to big successW...
22m Feb 21, 2018
22m
S1 Ep671: Commodities Trading - Coloma Capital Futures - with David Burkart
Listen to David, a CFA charterholder and designated speaker for the CFA Institute, Managing Member and CIO of Coloma, a Commodity Trading Advisory firm (CTA), discuss the role and opportunity of commodities investing thru the futures markets. Coloma uses quantitative methods plus fundamental analysis, applied with discretion, to create investment strategies. Discussing the misconception by many...
27m Feb 21, 2018
27m
S1 Ep670: #63 Ginger Gentile Erasing Family Pt 2: The Film
Show Notes Today is Part II of a series I began last week on the disturbing issue of Erasing Family. An amazing 22 million parents in the United States alone find themselves in the middle of this tragic situation. My guest today, is Ginger Gentile who is an expert in this field. Ginger is an award–winning filmmaker who grew up in New York and graduated from Columbia University. Ginger is the co...
56m Feb 20, 2018
56m
S1 Ep669: Commodity Investing - ETF Securities - with Max Gold
Yes, that is his real name - Max is the Director of Investment Strategies @ ETF Securities.  Headquartered in London, with about $24 Billion in assets under managemetn, they offer commodity investments thru ETF's.  Discussing the role of commodities in a truly diversified portfolio, helping to offset the volatility that can be created in other markets (i.e. S&P 500) Max identifies misconception...
28m Feb 20, 2018
28m
S1 Ep668: Commodities Trading - Coloma Capital Futures - with David Burkhart
Listen to David, CFA and designated speaker for the CFA Institute,  Managing Member and CIO of Coloma, a Commodity Trading Advisory  firm (CTA), discuss the role and opportunity of commodities investing thru the futures markets. Coloma uses quantitative methods plus fundamental analysis, applied with discretion, to create investment strategies. Discussing the misconception by many investors of ...
27m Feb 20, 2018
27m
S1 Ep667: Emerging Social Media Trends Because of Data - Emerick & Greenglass
From the program entitled, Is "Data-Driven" the Buzz Kill for Marketing" with Susan Emerick and Cyndi Greenglass, we have a 3.25 minute segment that just addresses what Susan as an industry pioneer sees as emerging social media trends for the use of data.  You can hear the full 22 minute interview here: Is “data-driven” the buzz kill for marketing?Data-driven communication is the buzz word in m...
3m Feb 20, 2018
3m
S1 Ep666: All About South Coast Repertory
This week our OC SPOTLIGHT is shining brightly on our next door neighbor, the incredible South Coast Repertory Theatre, one of the few places promoting, developing and producing original plays here in Southern California.  Our Public Affairs Director Claudia Shambaugh talks with SCR's Public Relations Director Tania Thompson about the theatre's 50 year odyssey from "beachfront to Broadway" and ...
27m Feb 19, 2018
27m
S1 Ep665: Cold Outreach Is Alive! But Are You Doing It Wrong?
Enjoy this BONUS Episode - Q & A with Mike Schultz, President of RAIN GroupA few highlights... we talk about: New research proving that cold calls and outbound still works to generate salesInsights into what buyers wants from sellersWhich channels work, in what context and sequence, to create sales pipelineMore about our guest: President of RAIN Group, Mike Schultz is world-renowned as a consu...
21m Feb 16, 2018
21m
S1 Ep664: The Power of Podcasting for Marketers Today
Matt Heinz from Heinz Marketing talks about the success of his podcast SALES PIPELINE RADIO and how he went from being a skeptic to a fanatic about the power of podcasting to brand yourself, build an audience and create meaningful engagement with prospects and customers alike.  As he says, "what's it worth to get 30 minutes of someone's time to tell your story?"
23m Feb 16, 2018
23m
S1 Ep663: Ian Plumlee, Web Development
Ian Plumlee is a web developer turned data-driven digital marketer. After honorably departing the Marine Corps in 2010, Ian pursued a degree in web development and interactive media while he started his first business: providing and managing digital growth solutions for businesses across Southern California. On top of his "nine to five" as the Senior Marketing Coordinator at a leading technolog...
47m Feb 15, 2018
47m
S1 Ep662: #62 Erasing Families Pt 1: Mom
Show Notes   We have a most fascinating and disturbing show today on what is becoming an almost epidemic subject. It is called Erasing Families. Now, because of the privacy and confidentiality of the information we will be sharing with my very special guest, we going to give her a pseudonym of Mom. Our subject of Erasing Families has been referred to in psychiatry as Parental Alienation, althou...
51m Feb 14, 2018
51m
S1 Ep661: The Power of Radio: Building Trust, Credibility (and Pipeline)
Our scheduled guest was unable to make the live show... so host, Matt Heinz, talked with Paul Roberts, the announcer for Sales Pipeline and had a great conversation! Among other things (like the Super Bowl) we talked about: The pros, cons and benefits of podcastingStorytellingThe importance of audioConversational selling and its importance in the marketplacePodcast formats from Q&A to curated s...
23m Feb 13, 2018
23m
S1 Ep660: If everything starts and ends with data, where do you want to go?
The graveyard is littered with companies who have died when they were abandoned by their customers. This is what happens when you don’t listen to them, and you lose touch with what matters. Today, we live in a world where our customers want to help shape the brands they are passionate about and even control the conversation. It is a two-way dialogue in business today, and marketers have to unde...
27m Feb 13, 2018
27m
S1 Ep659: Why CEO’s and CFO's are still beggars when it comes to marketing ROI
Flushed with Data and Metrics: Why is it Still Hard to Prove Marketing ROI? The data is there, or at least available; that excuse for proving the ROI of marketing is dead and isn’t valid.  If the Chief Financial Officer for a company is asked to show the ROI for the company, it would be impossible for him or her to simply say, “AH, we can’t do that.”  So, what is it that is makes beggars out o...
25m Feb 12, 2018
25m
S1 Ep658: The Art & Science of Customer Loyalty: Community, Advocacy and More
The Art & Science of Customer Loyalty: Community, Advocacy and MoreWe talk about customer evangelism as well as lessons learned from Eloqua that Jocelyn is applying today, and more!Check out the recording and transcription on the Heinz Marketing blog on Mon. 2/26/18.Our Guest, as VP of Customer Success at Allocadia, Jocelyn Brown is dedicated to helping Allocadia’s customers achieve the highest...
26m Feb 12, 2018
26m
S1 Ep657: 5 Things Dan McDade has Learned in Business and Life
This interviewi is part of a series we are doing to find out what makes entrepreneurs tick.   We ask about the things that have made a difference in their lives.  Sometimes we hear about how they run their company, sometimes the things that were important milestones in their lives.  In this episode we hear Dan McDade talk about authors that made a difference and his own philosophy of management...
17m Feb 12, 2018
17m
S1 Ep656: How to Bullet Proof Your Marriage
On this week's OC SPOTLIGHT we talk to a long time forensic accountant, John Stirling Kinross, who has collected and chronicled his most amazing divorce cases in a new book specifically for women entitled HOW YOUR HUSBAND SCREWS YOU IN DIVORCE (and how you can protect yourself by BULLET PROOFING YOUR MARRIAGE). In it he gives fascinating case studies ("horror stories" as he calls them) of afflu...
15m Feb 10, 2018
15m
S1 Ep655: Aaron Biehl, Reliable IT
Over the past 20 years Aaron’s passion has been helping entrepreneurs align Information Technology with their business goals. Aaron got his start in technology in 1999 as an Account Representative for a computer reseller in Irvine, CA.In 2005 Aaron had an opportunity to acquire the computer reseller he was working for and transform it into a services based company offering IT outsourcing to sma...
48m Feb 09, 2018
48m
S1 Ep654: United to End Homelessness
There is a united way here in the OC to tackle homelessness and it's being led by the actual UNITED WAY of Orange County.  With a wide assortment of public and private partners in business, churches, cities and community groups, their goal is to solve this persistent problem once and for all (or at least make a meaningful dent in the size and suffering of this persistent population). We recentl...
25m Feb 07, 2018
25m
S1 Ep653: 5 Most Important Things Mari Anne Vanella has Learned in Business and Life
As part of our continuing series of interviews on the five most important things an executive has learned in business and life, we spoke with Mari Anne Vanella of the Vanella Group. -- She has authored the best-selling and award-winning book 42 Rules of Cold Calling Executives.  Mari Anne presented thoughts that have guided her in her career such as:It’s never about you…How a question she asks ...
24m Feb 07, 2018
24m
S1 Ep652: Terry Hershey: #61 Who Owns You?
Show Notes Terry Hershey: #61 Who Owns You?  My guest today is our good friend, Terry Hershey. If you’re a frequent listener of the show then you’re familiar with Terry, who is a regular guest. Terry is a prolific writer, conference keynote speaker, renowned landscape architect, and spiritual advisor. Today, I want to chat with Terry about how to take possession of your own life. We, all, too f...
47m Feb 07, 2018
47m
S1 Ep651: Is “data-driven” the buzz kill for marketing?
Data-driven communication is the buzz word in marketing as we are being held accountable for our efforts and our budgets. Metrics, measurement, and milestones are the vocabulary of today, but does that mean awareness, engagement and loyalty no longer matter? In our focus on big data and data science, have we dehumanized marketing? Today we talk with Susan Emerick, a long standing social media a...
23m Jan 31, 2018
23m
S1 Ep650: Sales Enablement at Enterprise Scale: How Citrix Does It
 Our guest will be Eric Spatzer, WW Sr. Manager Enablement Tools & Services at Citrix and we'll talk about Sales Enablement at Enterprise Scale: How Citrix Does ItWe'll cover:What is the right funnel for your businessMaking Content Count Across the FunnelSelling the Right Product for the right customer use casesFYI, Eric is searching for sales people to collect sneakers to support environmental...
24m Jan 31, 2018
24m