พอดคาสท์ Client Experience ชั้นนำ (2025)

1
Building Value in Your Business as an Asset with Stephanie Hayes 35:40

13h ago35:40

35:40

In this episode, Alison speaks with Stephanie Hayes, a business strategist specializing in asset-based business models for entrepreneurs. They discuss the importance of long-term thinking in business, moving beyond job creation to true value generation for clients. Stephanie emphasizes enhancing customer experiences and leveraging individual streng…

1
How To Get Repeat Clients (Keep them Coming Back Again and Again!) | Ep.25 44:19

8d ago44:19

44:19

Are you losing clients or struggling to keep them happy, even though you provide amazing services? The problem isn’t your skill; it’s the gaps in your client experience. In this live session, I break down how high-performing service providers use client experience systems to streamline every step, from inquiry to offboarding. In this episode of Sys…

1
Shifts With Retreats To Amplify Your Result 33:29

8d ago33:29

33:29

Alison explores the transformative power of retreats in enhancing client experiences and boosting business growth. She highlights the benefits of integrating retreats into business models, including creating passionate advocates, enabling premium pricing, and establishing expertise in delivering rapid results. By leveraging insights from the Retrea…

1
The Startup Lifecycle with Gregory Shepard 33:01

15d ago33:01

33:01

Alison speaks with Gregory Shepard, author of "The Startup Life Cycle," about the key differences between growth startups and lifestyle startups. They discuss the stages of the startup lifecycle, outlining essential strategies for moving from vision to market-ready products. Gregory emphasizes the importance of standardization and optimization in m…

1
Scaling Your Business with Systems, Delegation, and Sales (ft. Cassandra Barrett) | Ep.24 39:26

15d ago39:26

39:26

In this episode of the Systems Rehab Podcast, I sit down with Cassandra Barrett, a powerhouse business operations consultant, to unpack what it really takes to scale a business into an agency model. And here’s the fun part: instead of just keeping it theory-based, Cassandra actually used my business as the example. Since I’ve been exploring what it…

1
The Retreat Ready Roadmap Program: Edition 2 Updates 24:37

22d ago24:37

24:37

Alison explores the transformative role of retreats in enhancing client relationships and business success. Drawing from her experiences with the Retreat Ready Roadmap, she shares key insights on structuring retreats as strategic business ventures rather than mere events. Alison details common mistakes made by retreat leaders, emphasizing the need …

1
Can Cycle Syncing Make You More Productive? I’m Really Curious | Ep.23 18:00

22d ago18:00

18:00

What if your work and creativity didn’t have to fight against your body, but flowed with it instead? In this episode, I’m diving into cycle syncing and how I’m starting to experiment with aligning my business tasks and content creation to the natural rhythms of my cycle. I’ll share why this approach caught my attention, how I’m planning to put it i…

1
Pricing & Profitability: What You Need to Know with Erin Haag 36:52

29d ago36:52

36:52

Alison interviews pricing and retreat expert Erin Haig, who discusses her journey from owning a Pilates studio to helping wellness professionals through her "Pricing Overhaul" method. Erin emphasizes the importance of financial empowerment for women, challenging societal pressures that lead to undervaluing services. The discussion turns towards the…

1
Your Back-to-Business Game Plan (Summer Is Over!) | Ep.22 17:05

29d ago17:05

17:05

Summer’s winding down, maybe you’ve been juggling family, vacations, or just taking a much-needed break, and now it’s time to get back into the swing of things. In this episode, I’m all about helping you get back to business with confidence and clarity. I’ll share practical tips on how to evaluate your availability, audit your business and your cli…

1
5 Tips for Developing a Tight Retreat & Program Promise 33:49

1M ago33:49

33:49

Alison explores the vital importance of enhancing client experiences through clear and compelling messaging, specifically for retreat leaders. With the rising popularity of retreats, she addresses common pitfalls leaders encounter and underscore the significance of effectively communicating the transformation clients can expect. Alison introduces a…

1
Navigating Life's Seasons: Systems and Synergy with Crystal P. Sherrill | Ep.21 35:36

1M ago35:36

35:36

In this episode, I’m joined by Vision + Operation Strategist, Crystal P. Sherrill, for a powerful conversation about what it really looks like to navigate life’s many seasons while running a business. We’re talking about why work-life balance might be a myth, and how creating synergy through systems can help you feel more aligned, focused, and in c…

1
Curating Value at Your Live Event with Rudy Rodriguez 31:48

1M ago31:48

31:48

Alison speaks with Rudy Rodriguez, an experienced entrepreneur and former naval aviator, who shares strategies for enhancing customer value in the retreat and event industries. They discuss overcoming common challenges, such as filling seats and keeping attendees engaged, and the importance of effective follow-up post-event to sustain enthusiasm. R…

1
How to Reach Out and Connect Online Without Feeling Sleazy - My Thoughts 35:43

2M ago35:43

35:43

Picking up where episode 120 ends, with in-person events and networking, Alison continues in this episode with sharing strategies for effective client outreach that prioritize authentic connections over cold pitching. Drawing from her industry experience, Alison highlights the importance of enhancing customer value and fostering genuine relationshi…

1
Save 10+ Hours Every Week with 3 Simple Systems for Service Providers | Ep.20 37:23

2M ago37:23

37:23

If you’ve ever felt like your client experience is a bit… chaotic, this episode is for you. I’m breaking down how to create systems that actually save you time and give your clients a smoother, more elevated experience. Inside this episode, I’m walking you through: Why your systems should support the way you want to work (and live) How to map out y…

1
The SMT Method with Dr. Joseph Drolshagen 39:54

2M ago39:54

39:54

In this episode of "Creating the World's Best Client Experiences," Alison speaks with Dr. Joey Drolshagen about his journey from a challenging upbringing in Detroit to becoming a successful business strategist and coach. Dr. Joey shares insights on overcoming limiting beliefs, emphasizing that internal mindset shifts are crucial for achieving succe…

1
Why Your Current Content Strategy Isn't Generating Leads with Pixistock CEO | Ep.19 30:23

2M ago30:23

30:23

In this episode, I’m chatting with Alicia Powell all about content systems, what they are, what they’re not, and how to make them work for you. We dive into why execution matters more than just having a plan, how to figure out what type of content actually connects with your audience, and why your software isn’t the whole system. We also touch on p…

1
La Dolce Vita in Movimento Retreat with Alison and Andrea Caprio 31:55

2M ago31:55

31:55

In this special episode, Alison explores the concept of transformative client experiences through a unique retreat on the Amalfi Coast of Italy, co-hosted with Andrea Caprio. They discuss their motivations behind creating a space that transcends traditional retreats, focusing on personal growth and cultural immersion. Drawing from their own journey…

1
Rebuilding My Lead Gen System from Scratch | Behind-the-Systems | Ep.18 51:51

2M ago51:51

51:51

Rebuilding My Lead Gen Systems from Scratch In this episode, I’m pulling back the curtain on how I’ve been rebuilding my lead generation systems from the ground up. I walk you through the real behind-the-scenes, what wasn’t working, where the gaps were, and the exact steps I’m taking to fix it. From rethinking my lead magnets to refining my email s…

1
In-Person Events & Networking: How To Do It Right 39:29

2M ago39:29

39:29

Alison dives into the art of effective in-person networking at events, sharing insights from nearly 30 years of entrepreneurship. She stresses the importance of building genuine relationships over superficial exchanges and recaps key points about successful collaborations. Alison offers super practical tips such as asking open-ended questions to fo…

1
Why Your Client Management System Isn’t Working (Let’s Fix It Today) | Ep.17 59:10

2M ago59:10

59:10

HoneyBook Masterclass | In this episode, I’m walking you through how to set up HoneyBook the right way as a service provider and the mindset shifts that need to happen before the systems even get built. I’m breaking down the 3 most common beliefs that keep you buried in admin tasks (and stuck doing way too much manually), plus why mapping your clie…

1
My Thoughts About Collaborations: The DOs and DON'Ts 36:05

3M ago36:05

36:05

Alison discusses creating exceptional client experiences through strategic collaborations. She emphasizes the importance of authentic relationship-building over vague marketing strategies, highlighting how meaningful partnerships can enhance client engagement, especially in the retreat industry. Using her 'rule of three' framework, Alison guides li…

1
Easy Steps to Fix Your Client Onboarding Today | Ep.16 24:05

3M ago24:05

24:05

Feeling like your client process is all over the place? You're not alone. If you manually manage every step, juggle leads in your DMs, or constantly drop the ball during onboarding, this episode is for you. I’m sharing what needs to happen before you plug into a CRM, so your systems support you (instead of creating more chaos). I’ll walk you throug…

1
The Profitable Entrepreneur with Billy Hofacker 52:58

3M ago52:58

52:58

Alison sits down with Billy Hofacker, a fitness industry expert who has shifted from gym ownership to guiding fellow professionals in financial management. They explore how enhancing customer value and financial awareness can transform a business. Billy shares his personal journey, highlighting a wake-up call that prompted a financial turnaround le…

1
How to Do More of What You Love | Time-Saving Systems | Ep.15 34:58

3M ago34:58

34:58

In today’s BONUS episode, I’m sharing a real and honest convo about why having solid systems in your business is non-negotiable—especially if you want to avoid burnout and actually enjoy the life you’re building. I’m opening up about my own journey—going from completely overwhelmed to finally feeling more free and in control thanks to time manageme…

1
The 360 CLUB: What I've Learned About Value Creation 25:40

3M ago25:40

25:40

In this episode, Alison introduces the Innovation Avenue 360 Club, a new membership platform aimed at enhancing client experiences through strategic simplicity and value creation. She reflects on the principles that guided this initiative, emphasizing the importance of focusing on clear pathways to results rather than overwhelming clients with exce…

1
How to Grow Your Business Without Burning Out with Jillian Dolberry | Ep.14 32:49

3M ago32:49

32:49

In this episode, I’m chatting with Jillian Dollbery—she’s an operations consultant and team strategist who helps women entrepreneurs build businesses that actually feel good to run. We’re talking about what sustainable scaling really looks like (hint: it’s not just about revenue goals or doing more). Jillian shares her own journey into entrepreneur…

1
Ep. 9 - Where to Start With CX? 24:58

3M ago24:58

24:58

Looking to revolutionize Client Experience in Finance and outpace your competition with cutting-edge CX strategies? This power-packed episode of Competitive CX guides listeners through the essential first steps to building a truly client-centric culture in financial services, offering actionable insights for improving client engagement, enhancing c…

1
From Clutter to Clarity with Kerry Thomas 52:42

3M ago52:42

52:42

Alison talks with Kerry Thomas, a consultant and productive environment specialist, about organizing and creating efficient systems in personal and business settings. They discuss how addressing clutter enhances client experiences and explore the concept of clutter as "postponed decisions." Kerry shares practical strategies for auditing systems and…

1
Finally Turn the Chaos in Your Head into a Clear, Streamlined Operation | Ep.13 31:22

3M ago31:22

31:22

In this episode of The Systems Rehab Podcast, I’m diving into why strategy has to come before systems—especially for service providers. You can’t build effective systems if you haven’t mapped out where you’re headed. I’m breaking down how I guide my clients through strategic mapping sessions to uncover process gaps and create aligned, streamlined o…

1
Ep, 8 - Solving the Most Common CX Complaints 28:53

3M ago28:53

28:53

Unlock proven strategies for transforming Client Experience in Finance with actionable CX best practices, client-centric culture insights, and solutions to the most common pain points in the financial services client experience. In this episode of Competitive CX, hosts Melanie Aimer, Adam Grainger and Hamish Taylor dive deep into solving top client…

1
My Experience as a Retreat Participant 39:45

4M ago39:45

39:45

In this episode, Alison shares insights from a transformative business retreat hosted in France, focusing on personal branding and client transformations. She discusses the importance of retreats for personal growth and creative rejuvenation, countering the notion that constant busyness equates to success. Alison highlights the value of building re…

1
3 Business Mistakes That Kept Me Broke!!! (But Here's How You Can Avoid It) | Ep.12 28:57

4M ago28:57

28:57

In this episode, I’m getting real about some of the biggest mistakes I see (and have made myself) when it comes to growing a sustainable business. We’re talking about underpricing, giving away too much for free, and offering all the things to try to serve everyone. Spoiler: that’s a fast track to burnout and stagnation. I’m sharing some hard lesson…

1
Ep. 7 - Technology – Enabler or Disabler for CX? 22:35

4M ago22:35

22:35

Unlock the secrets to delivering world-class Client Experience in Finance as this episode of Competitive CX dives into whether technology is truly empowering or holding back CX strategies across financial services. Hosts Melanie Aimer, Adam Grainger and Hamish Taylor, explore how innovative digital tools and AI are shaping—or sometimes impeding—a c…

1
The Soul Awakening Retreat in the Sahara & What You Can Expect with Lesley Martin 38:38

4M ago38:38

38:38

In this episode, Alison sits down with Leslie Martin, a mental health professional, to explore the challenges faced by modern business owners, especially the constant pressure to maximize productivity. They uncover a troubling mindset where entrepreneurs often equate excessive work with success, while neglecting self-care and balance. Leslie shares…

1
How I Save 10 Hours + Per Week with HoneyBook | Ep.11 42:50

4M ago42:50

42:50

In this episode, I’m sharing how I use HoneyBook to keep my business running smoothly. I talk about what things looked like before I found HoneyBook, why I chose it over other tools, and how it helps me stay organized and serve clients better. From automating tasks to organizing leads and projects with tags and templates, I’m giving you a behind-th…

1
Ep. 6 - Regulator - Friend or Foe to CX (Client Experience)? 22:52

4M ago22:52

22:52

Unlock the latest insights on how regulation is shaping Client Experience in Finance—discover powerful CX strategies, best practices, and real-world examples for building a truly client-centric culture and improving client engagement in this must-listen episode of Competitive CX! In this compelling episode, hosts Melanie Aimer,Adam Grainger and Ham…

1
What I’ve Been Up To + What’s Coming for You | Ep.10 30:22

4M ago30:22

30:22

In this episode, I’m opening up about why I took a month and a half off from social media and podcasting—and what’s changed since then. This wasn’t just a random break; it was a much-needed pause to reset, reflect, and realign how I show up and serve. I talk about how I was stuck in a cycle of creating content just to check a box, and what I’ve don…

1
The 360 CLUB: Building An All Inclusive Membership & How to Join (Part 2 of 2) 25:28

4M ago25:28

25:28

In this episode, Alison dives into the philosophy behind launching The 360 Club and shares insights from her experience in health, fitness, and business mentorship, highlighting the evolution of memberships and the importance of offering genuine value. Alison poses essential questions for potential membership creators and outlines the diverse tiers…

1
Ep. 5 - Incentives Inadvertently Deprioritise Client Experience 24:58

4M ago24:58

24:58

Discover how typical incentive schemes in financial services can unintentionally sideline client experience, and learn actionable CX strategies to foster a genuinely client-centric culture that improves client engagement and loyalty. In this episode Melanie Aimer, Hamish Taylor and Adam Grainger unpack the hidden ways internal incentives—ranging fr…

1
All About Branded Boutique Events with Samara Beth Hurley 45:55

4M ago45:55

45:55

This episode features an in-depth conversation with Samara Beth Hurley, an expert in events and retreats. Alison and Samara Beth explore the nuances of creating impactful branded events, with Samara sharing her 30 years of experience in the industry. Together, they discuss the critical elements that contribute to a successful event, particularly fo…

1
Ep. 1 - Why Care About CX (Client Experience)? 24:43

4M ago24:43

24:43

Unlock the secrets to outperforming your competition in financial services by prioritizing client experience (CX)—a strategy that’s proven to drive real results and customer loyalty. In this inaugural episode of Competitive CX, host Melanie Aimer is joined by Hamish Taylor—an award-winning former CEO renowned for championing customer-focused change…

1
Ep. 2 - What Is CX and Who Should Own It? 30:30

4M ago30:30

30:30

Supercharge your financial services strategy by discovering what client experience (CX) really means—and why having the right CX ownership is the key to sustained competitive advantage. In this episode of Competitive CX, host Melanie Aimer is joined by industry leaders Hamish Taylor (award-winning former CEO and master of customer-led transformatio…

1
Ep. 3 - Cultures That Kick CX Down the Road 26:26

4M ago26:26

26:26

Struggling to drive client satisfaction in financial services? Discover why organizational culture can make or break your customer experience strategy—and learn actionable ways to get your team truly invested in CX. In this episode of Competitive CX, host Melanie Aimer, Hamish Taylor and Adam Grainger have a transparent conversation about “cultures…

1
Ep. 4 - Organisational Structure Gets in the Way of CX 23:42

4M ago23:42

23:42

Unlock powerful CX strategies to revolutionize client experience in finance as we dive into the real obstacles that financial organizations face in building a truly client-centric culture and improving client engagement. In this episode of Competitive CX, hosts Melanie Aimer, Adam Grainger and Hamish Taylor dissect how traditional organizational st…

1
The 360 CLUB: What it is and WHY I created it (part 1) 19:53

4M ago19:53

19:53

In this Part 1 episode, Alison explores the creation of exceptional client experiences and the introduction of the 360 Club, a new membership model designed to foster community growth. She discusses the rising popularity of membership models in today's entrepreneurial landscape and emphasize the importance of strategic groundwork before launching s…

1
Publish Your Purpose with Jenn T. Grace 36:42

5M ago36:42

36:42

Alison had the pleasure of speaking with Jenn T. Grace, a hybrid publisher and the founder of Publish Your Purpose. Together, they delve into the fascinating world of publishing and explore how hybrid publishing can serve as an innovative solution for aspiring authors. Jenn shares her own journey, beginning with her initial foray into writing self-…

1
Competitive CX Trailer 1:06

5M ago1:06

1:06

Welcome to Competitive CX, the podcast that dives deep into client experience in the financial services industry. Hosts Melanie Aimer, Adam Grainger, and Hamish Taylor guide listeners through the critical role of client experience (CX) and share insights on navigating its challenges and opportunities. With over 20 years of experience, Melanie Aimer…

1
Thoughts From The Real Coaches Summit 2025 40:47

5M ago40:47

40:47

In review, Alison shares insights from the Real Coaches Summit in Las Vegas, highlighting its growth and the importance of diverse entrepreneurial perspectives. She discusses the value of focusing on micro problems for progress, viewing plateaus as opportunities for reflection, and the impact of our coaching methods on our reputation. Alison also e…

1
The Luxury Brand Experience with Lilian Raji 36:46

5M ago36:46

36:46

This episode features Lilian Raji, a luxury brand specialist and president of the Lilian Raji Agency. She discusses the importance of emotional connections in luxury branding, emphasizing that true luxury is about quality and heritage, not just price. Lillian outlines her approach to refining brand messaging and executing strategies, highlighting t…

1
3 Reasons Your Retreats Aren't Filling - Is It You? 30:06

5M ago30:06

30:06

In this solo episode, Alison examines the vital components of creating outstanding client experiences through retreats and events. She highlights the need for clarity in retreat promises that emphasize transformation, effective sales strategies for engaging potential attendees, and the importance of reflecting desired client behaviors. By encouragi…

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