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Consulting Spotlight

Consulting Spotlight

Software Oasis

Ready to master the art of consulting and accelerate your professional journey? Consulting Spotlight brings you weekly insights from the consulting industry's most brilliant minds. Host Michael Bernzweig, founder of Software Oasis, leverages decades of experience connecting top consultants with leading organizations to bring you deep-dive conversations about what really works in consulting today. Each episode features strategic discussions with industry leaders, successful consultants, and decision-makers who share their proven methodologies, challenges overcome, and secrets to building a thriving consulting practice. From winning high-value clients to scaling your consulting business, get actionable strategies you can implement immediately. Whether you're an established consultant or planning to enter the field, this podcast delivers the expert knowledge you need to succeed. Subscribe now to join our community of ambitious consultants and get weekly episodes filled with practical wisdom, real-world case studies, and insider insights.
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Top 10 Consulting Spotlight Episodes

Goodpods has curated a list of the 10 best Consulting Spotlight episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Consulting Spotlight for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Consulting Spotlight episode by adding your comments to the episode page.

Consulting Spotlight - Marla Ballard’s Journey: From Trauma to Quantum Success
play

02/28/25 • 36 min

In this episode of Consulting Spotlight, host Michael Bernzweig sits down with Marla Ballard, CEO of U2 Shine, a pioneer in quantum personal development. Marla shares her transformative journey from navigating personal trauma to becoming a top-performing entrepreneur and leader in the field of quantum coaching.

Raised on a Kentucky farm and later facing immense challenges as a military spouse, Marla reveals how she rebuilt her life after her husband’s injury in Iraq. She started a wellness business, became a top producer in her field, and eventually discovered the power of quantum personal development. This led her to work with U2 Shine founder Victoria Rader, where she not only healed but also unlocked new levels of personal and professional success. Today, Marla leads U2 Shine’s team of 17 coaches, serving clients globally with innovative programs that blend energy work, universal laws, and practical strategies.

Marla explains how quantum personal development helps individuals align their energy with their goals, overcome limiting beliefs, and achieve holistic success. From expanding mental faculties to leveraging gratitude and universal laws, she shares actionable insights for anyone looking to unlock their potential. Whether you’re a business leader or someone seeking personal growth, this episode offers valuable lessons on resilience, empowerment, and transformation.

Key Discussion Points:

  • Understanding quantum personal development: blending energy work with practical strategies
  • Overcoming limiting beliefs using universal laws and energy alignment
  • Marla’s journey from trauma to becoming CEO of U2 Shine
  • The role of gratitude in achieving goals and manifesting success
  • How U2 Shine’s Abundant Me program helps clients expand mental faculties
  • Customizing coaching for diverse client needs across industries
  • The importance of aligning personal energy with professional aspirations
  • Practical tools like the Empower Me app for daily empowerment
  • Insights into working with veterans and small business owners
  • The impact of healing trauma on unlocking leadership potential

Stay Connected:
Subscribe to Consulting Spotlight for weekly insights into consulting careers and strategies. Visit softwareoasis.com/subscribe to join our bi-weekly newsletter featuring exclusive data, trends, and interviews. Stay ahead in your consulting journey with actionable advice delivered straight to your inbox!

-> Strategic Consulting Partnerships: Live Q&A Webinar Today!

  • Consulting Firms: End Cold Outreach Today. Learn to generate warm introductions now.
  • Strategic Consulting Partnerships: Live Q&A. Learn to build referral networks.
  • Instant Networking Today: Streamline your pipeline with qualified referrals.
  • Target 25+ Consulting Categories: Learn to generate warm referrals from strategic partnerships with top AI, cybersecurity, marketing, firms and more.
  • Register Now (Webinar Today) https://www.softwareoasis.com/gold

-> Career Stalled?

  • Earning $40K-$90K+ in tech is possible. Explore 10 in-demand career paths with 1M+ job openings.
  • Fast-track tech career courses – no experience or degree required!

Start Free Course https://softwareoasis.com/start-free-course

-> Subscribe to our Fan Newsletter and Get ahead in your B2B tech career.

Weekly data, trends, analysis, interviews, and insights to your inbox every Tuesday. Unsubscribe at any time.

https://softwareoasis.com/newsletter

-> Join our Patreon

https://softwareoasis.com/patreon

What can you expect from our Patreon?

By becoming a patron, you're investing in your own success and unlocking a range of exclusive benefits, including:

  • Exclusive Content: Bonus episodes, extended interviews, behind-the-scenes content, and early access to recordings.
  • Direct Influence: Suggest topics, ask questions for guests, and participate in polls to shape the future of the podcasts.
  • Personalized Advice: Patrons get access to group Q&A sessions with me, Michael Bernzweig.
  • Community Access: Join a private channel to connect with other listeners.
  • Software Oasis Free Course Access: Get access to one free course from Software Oasis's trending tech and career courses, valued at $249 to $399.
  • Weekly Fan News...
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Consulting Spotlight - IT to Conflict Resolution: Alex Yaroslavsky's Journey
play

02/07/25 • 31 min

In this episode of Consulting Spotlight, we feature Alex Yaroslavsky, founder of Conflict Yes and a certified mediator specializing in workplace dispute resolution. Born in the Soviet Union and immigrating to the US at age 10, Alex transformed his early experiences with cultural adaptation into expertise in conflict resolution and leadership coaching.

Starting his career as an IT consultant, Alex developed a unique approach to understanding human psychology and negotiation. His journey from studying car deal negotiations to becoming a certified mediator demonstrates the evolution of his expertise in transforming workplace disputes into collaborative solutions.

Today, Alex works with technology professionals and executives, coaching them to become more effective leaders while helping organizations establish conflict-resolution frameworks. His approach combines individual coaching with team facilitation, offering both personalized guidance and organizational conflict mediation.

Key Discussion Points
- The Three Pillars of Conflict: Logical/rational, relationship/trust, and nature/nurture perspectives
- Impact of Remote Work: How virtual platforms have made conflict resolution more accessible and cost-effective
- The Four C's Framework: Care, Clarity, Curiosity, and Choice in conflict resolution
- Cultural Influence: How personal background shapes conflict handling approaches
- Executive Coaching: Working with reluctant clients and "coaching jail" scenarios
- Process Implementation: Strategies for minimizing organizational conflict
- Leadership Communication: Common mistakes in handling team conflicts
- Corporate Client Focus: Working with doctors, lawyers, and professional organizations

Stay Connected
Get our bi-weekly newsletter delivered straight to your inbox at softwareoasis.com/subscribe featuring exclusive insights from technology leaders and transformation experts.

-> Strategic Consulting Partnerships: Live Q&A Webinar Today!

  • Consulting Firms: End Cold Outreach Today. Learn to generate warm introductions now.
  • Strategic Consulting Partnerships: Live Q&A. Learn to build referral networks.
  • Instant Networking Today: Streamline your pipeline with qualified referrals.
  • Target 25+ Consulting Categories: Learn to generate warm referrals from strategic partnerships with top AI, cybersecurity, marketing, firms and more.
  • Register Now (Webinar Today) https://www.softwareoasis.com/gold

-> Career Stalled?

  • Earning $40K-$90K+ in tech is possible. Explore 10 in-demand career paths with 1M+ job openings.
  • Fast-track tech career courses – no experience or degree required!

Start Free Course https://softwareoasis.com/start-free-course

-> Subscribe to our Fan Newsletter and Get ahead in your B2B tech career.

Weekly data, trends, analysis, interviews, and insights to your inbox every Tuesday. Unsubscribe at any time.

https://softwareoasis.com/newsletter

-> Join our Patreon

https://softwareoasis.com/patreon

What can you expect from our Patreon?

By becoming a patron, you're investing in your own success and unlocking a range of exclusive benefits, including:

  • Exclusive Content: Bonus episodes, extended interviews, behind-the-scenes content, and early access to recordings.
  • Direct Influence: Suggest topics, ask questions for guests, and participate in polls to shape the future of the podcasts.
  • Personalized Advice: Patrons get access to group Q&A sessions with me, Michael Bernzweig.
  • Community Access: Join a private channel to connect with other listeners.
  • Software Oasis Free Course Access: Get access to one free course from Software Oasis's trending tech and career courses, valued at $249 to $399.
  • Weekly Fan Newsletter: Packed with exclusive insights, updates, and curated resources.
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In this episode of Consulting Spotlight, we sit down with Steve Wallace, Chief Revenue Officer of Maverick App, a groundbreaking business development automation and prospecting platform. Steve shares his journey from being a full-cycle insurance agent to leading sales innovation at Maverick App, where he has personally sent over 150,000 cold emails and helped transform how businesses approach prospecting.

Steve reveals how Maverick App was born from the fundamental pain points of sales teams spending excessive time on administrative tasks instead of selling. Under his leadership, the platform has evolved to help sales professionals reclaim their productive hours while maintaining consistently high email open rates of 40-60% through strategic segmentation and personalization.

Key Discussion Points:
- The evolution from manual prospecting to AI-powered automation
- Why sales reps spend most of their day on low-value administrative tasks
- How proper list segmentation drives higher response rates
- The importance of domain reputation and email deliverability
- Best practices for cold email personalization at scale
- The critical balance between automation and human touch
- Why consistency trumps perfection in sales outreach
- The future of omnichannel prospecting and actionable insights
- How AI integration is transforming cold email templates
- The shift from product-focused to consultative selling

Subscribe to our bi-weekly newsletter at softwareoasis.com/subscribe for exclusive insights from technology leaders and transformation experts. Get weekly data, trends, analysis, interviews, and actionable intelligence to accelerate your consulting career.

-> Strategic Consulting Partnerships: Live Q&A Webinar Today!

  • Consulting Firms: End Cold Outreach Today. Learn to generate warm introductions now.
  • Strategic Consulting Partnerships: Live Q&A. Learn to build referral networks.
  • Instant Networking Today: Streamline your pipeline with qualified referrals.
  • Target 25+ Consulting Categories: Learn to generate warm referrals from strategic partnerships with top AI, cybersecurity, marketing, firms and more.
  • Register Now (Webinar Today) https://www.softwareoasis.com/gold

-> Career Stalled?

  • Earning $40K-$90K+ in tech is possible. Explore 10 in-demand career paths with 1M+ job openings.
  • Fast-track tech career courses – no experience or degree required!

Start Free Course https://softwareoasis.com/start-free-course

-> Subscribe to our Fan Newsletter and Get ahead in your B2B tech career.

Weekly data, trends, analysis, interviews, and insights to your inbox every Tuesday. Unsubscribe at any time.

https://softwareoasis.com/newsletter

-> Join our Patreon

https://softwareoasis.com/patreon

What can you expect from our Patreon?

By becoming a patron, you're investing in your own success and unlocking a range of exclusive benefits, including:

  • Exclusive Content: Bonus episodes, extended interviews, behind-the-scenes content, and early access to recordings.
  • Direct Influence: Suggest topics, ask questions for guests, and participate in polls to shape the future of the podcasts.
  • Personalized Advice: Patrons get access to group Q&A sessions with me, Michael Bernzweig.
  • Community Access: Join a private channel to connect with other listeners.
  • Software Oasis Free Course Access: Get access to one free course from Software Oasis's trending tech and career courses, valued at $249 to $399.
  • Weekly Fan Newsletter: Packed with exclusive insights, updates, and curated resources.
bookmark
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In this episode of Consulting Spotlight, host Michael Bernzweig sits down with Travis Fox, the visionary co-founder of Build Your Fortress, to explore how innovative building technologies are transforming the construction industry. Travis shares his journey from real estate and psychology to spearheading a revolution in housing through high-performance panels. These advanced materials, inspired by military applications, promise faster construction, reduced waste, and unparalleled durability—offering a lifeline for disaster recovery and affordable housing.

Travis discusses his passion for empowering veterans and first responders by providing them with opportunities to rebuild their communities while creating sustainable housing solutions. From addressing America’s 8-million-home deficit to tackling inefficiencies in traditional construction methods, Travis outlines a bold vision for rebuilding America’s infrastructure.

Tune in to learn how Build Your Fortress is combining mobility, innovation, and community-driven efforts to reshape the future of housing. Whether you’re a developer, investor, or simply curious about cutting-edge construction trends, this episode delivers actionable insights and inspiration.

Key Discussion Points:
- Revolutionizing construction with high-performance panels
- How Build Your Fortress reduces construction waste by 30%
- Speed-to-build: Completing homes in hours instead of weeks
- Addressing the 8-million-home deficit in the U.S. housing market
- Empowering veterans and first responders with career opportunities
- The role of mobile manufacturing units in disaster recovery
- Cost savings: Up to 70% reduction in HVAC energy use
- Building stronger, greener homes that withstand extreme weather
- Partnering with Habitat for Humanity for large-scale developments
- Challenges in navigating government bureaucracy and capital constraints
- The future of attainable housing and community building

Stay Connected
Subscribe to Consulting Spotlight on your favorite podcast platform for weekly insights from industry leaders. Visit softwareoasis.com/subscribe to join our bi-weekly newsletter packed with actionable strategies and trends tailored for consultants and decision-makers.

-> Strategic Consulting Partnerships: Live Q&A Webinar Today!

  • Consulting Firms: End Cold Outreach Today. Learn to generate warm introductions now.
  • Strategic Consulting Partnerships: Live Q&A. Learn to build referral networks.
  • Instant Networking Today: Streamline your pipeline with qualified referrals.
  • Target 25+ Consulting Categories: Learn to generate warm referrals from strategic partnerships with top AI, cybersecurity, marketing, firms and more.
  • Register Now (Webinar Today) https://www.softwareoasis.com/gold

-> Career Stalled?

  • Earning $40K-$90K+ in tech is possible. Explore 10 in-demand career paths with 1M+ job openings.
  • Fast-track tech career courses – no experience or degree required!

Start Free Course https://softwareoasis.com/start-free-course

-> Subscribe to our Fan Newsletter and Get ahead in your B2B tech career.

Weekly data, trends, analysis, interviews, and insights to your inbox every Tuesday. Unsubscribe at any time.

https://softwareoasis.com/newsletter

-> Join our Patreon

https://softwareoasis.com/patreon

What can you expect from our Patreon?

By becoming a patron, you're investing in your own success and unlocking a range of exclusive benefits, including:

  • Exclusive Content: Bonus episodes, extended interviews, behind-the-scenes content, and early access to recordings.
  • Direct Influence: Suggest topics, ask questions for guests, and participate in polls to shape the future of the podcasts.
  • Personalized Advice: Patrons get access to group Q&A sessions with me, Michael Bernzweig.
  • Community Access: Join a private channel to connect with other listeners.
  • Software Oasis Free Course Access: Get access to one free course from Software Oasis's trending tech and career courses, valued at $249 to $399.
  • Weekly Fan Newsletter: Packed with exclusive insights, updates, and curated resources.
bookmark
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In this episode of Consulting Spotlight, host Michael Bernzweig sits down with Lorrie Thomas Ross, founder and CEO of Web Marketing Therapy, to explore her transformative journey from luxury retail sales to becoming a renowned marketing therapist. Lorrie shares how her early career in sales at Saks Fifth Avenue unexpectedly led her into the fast-paced world of internet marketing during the dot-com boom. She discusses the evolution of her business, from its inception to becoming a trusted partner for intentional leaders seeking clarity and results in their marketing strategies.

Lorrie delves into the art and science of marketing, emphasizing the importance of aligning branding with values and purpose. She explains how her firm’s unique approach—focused on credibility, usability, visibility, sellability, and scalability—has helped clients achieve remarkable results, including doubling revenues and creating sustainable growth strategies. With nearly two decades of experience, Lorrie also highlights the role of personal branding, digital PR, and AI in today’s marketing landscape.

Whether you're a solopreneur or part of a large organization, this episode is packed with actionable insights to help you optimize your marketing efforts while staying true to your brand's mission.

Key Discussion Points:

  • Transitioning from luxury retail to digital marketing during the dot-com boom
  • Founding Web Marketing Therapy and creating a values-driven agency
  • The five-factor framework for marketing success: credibility, usability, visibility, sellability, scalability
  • The importance of personal branding and thought leadership in modern marketing
  • How AI is reshaping search and content strategies
  • Common mistakes businesses make when hiring marketing professionals
  • The role of long-term investment in advertising and programmatic channels
  • Real-life client success stories: from rebranding to doubling revenue
  • Balancing creativity with analytics for effective campaigns
  • Tips for identifying the right marketing partner for your business

Stay Connected:
Subscribe to Consulting Spotlight for weekly insights from industry leaders. Visit softwareoasis.com/subscribe to join our bi-weekly newsletter featuring actionable data, trends, and expert interviews. Stay ahead in your consulting career with exclusive resources delivered straight to your inbox.

-> Strategic Consulting Partnerships: Live Q&A Webinar Today!

  • Consulting Firms: End Cold Outreach Today. Learn to generate warm introductions now.
  • Strategic Consulting Partnerships: Live Q&A. Learn to build referral networks.
  • Instant Networking Today: Streamline your pipeline with qualified referrals.
  • Target 25+ Consulting Categories: Learn to generate warm referrals from strategic partnerships with top AI, cybersecurity, marketing, firms and more.
  • Register Now (Webinar Today) https://www.softwareoasis.com/gold

-> Career Stalled?

  • Earning $40K-$90K+ in tech is possible. Explore 10 in-demand career paths with 1M+ job openings.
  • Fast-track tech career courses – no experience or degree required!

Start Free Course https://softwareoasis.com/start-free-course

-> Subscribe to our Fan Newsletter and Get ahead in your B2B tech career.

Weekly data, trends, analysis, interviews, and insights to your inbox every Tuesday. Unsubscribe at any time.

https://softwareoasis.com/newsletter

-> Join our Patreon

https://softwareoasis.com/patreon

What can you expect from our Patreon?

By becoming a patron, you're investing in your own success and unlocking a range of exclusive benefits, including:

  • Exclusive Content: Bonus episodes, extended interviews, behind-the-scenes content, and early access to recordings.
  • Direct Influence: Suggest topics, ask questions for guests, and participate in polls to shape the future of the podcasts.
  • Personalized Advice: Patrons get access to group Q&A sessions with me, Michael Bernzweig.
  • Community Access: Join a private channel to connect with other listeners.
  • Software Oasis Free Course Access: Get access to one free course from Software Oasis's trending tech and career courses, valued at $249 to $399.
  • Weekly Fan Newsletter: Packed with exclusive insights, updates, and curated...
bookmark
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Consulting Spotlight - Kristi Mitchell: Simplifying Marketing for Consultants
play

02/14/25 • 34 min

In this episode of Consulting Spotlight, host Michael Bernzweig sits down with Kristi Mitchell, founder of Marketing Uncomplicated and host of the Unfudge Your Marketing podcast. Kristi shares her inspiring journey from corporate marketing to entrepreneurship, celebrating six years of helping over 100 businesses streamline their marketing strategies. With a background in higher education and corporate marketing, Kristi’s transition to consulting was driven by her desire to balance family priorities and professional fulfillment.

Kristi discusses her evolution from offering full-service marketing execution to focusing exclusively on strategic consulting. She highlights how she helps service-based businesses overcome marketing overwhelm by building a solid organic foundation before diving into paid advertising. Through her signature two-month consulting package, Kristi provides actionable strategies tailored to each client’s unique needs, enabling them to attract leads, nurture relationships, and close deals effectively.

Listeners will gain valuable insights into Kristi’s four-phase Marketing Funnel Framework—Attract, Convert, Nurture, and Close—and learn how to optimize their digital presence for measurable results. Whether you're a business owner struggling with disjointed tactics or seeking to build a cohesive marketing strategy, this episode is packed with practical advice and success stories.

Key Discussion Points:
- Transitioning from corporate marketing to entrepreneurship
- Overcoming challenges as a solo entrepreneur during the pandemic
- The importance of building an organic marketing foundation
- Breaking down the four phases of the Marketing Funnel Framework
- Why businesses should focus on strategy before execution
- Common mistakes in social media and how to avoid them
- How Kristi’s clients achieved results like increased website leads
- The role of data in refining marketing strategies
- Managing overwhelm by prioritizing actionable steps
- The benefits of focusing on quality over quantity in audience engagement
- Insights into Kristi’s Unfudge Your Marketing podcast
- Why forward-thinking businesses invest in strategic marketing

Stay Connected:
Subscribe to Consulting Spotlight for weekly insights from industry leaders. Visit softwareoasis.com/subscribe to sign up for our bi-weekly newsletter featuring exclusive tips and trends. Join our community today and take your consulting career to the next level!

-> Strategic Consulting Partnerships: Live Q&A Webinar Today!

  • Consulting Firms: End Cold Outreach Today. Learn to generate warm introductions now.
  • Strategic Consulting Partnerships: Live Q&A. Learn to build referral networks.
  • Instant Networking Today: Streamline your pipeline with qualified referrals.
  • Target 25+ Consulting Categories: Learn to generate warm referrals from strategic partnerships with top AI, cybersecurity, marketing, firms and more.
  • Register Now (Webinar Today) https://www.softwareoasis.com/gold

-> Career Stalled?

  • Earning $40K-$90K+ in tech is possible. Explore 10 in-demand career paths with 1M+ job openings.
  • Fast-track tech career courses – no experience or degree required!

Start Free Course https://softwareoasis.com/start-free-course

-> Subscribe to our Fan Newsletter and Get ahead in your B2B tech career.

Weekly data, trends, analysis, interviews, and insights to your inbox every Tuesday. Unsubscribe at any time.

https://softwareoasis.com/newsletter

-> Join our Patreon

https://softwareoasis.com/patreon

What can you expect from our Patreon?

By becoming a patron, you're investing in your own success and unlocking a range of exclusive benefits, including:

  • Exclusive Content: Bonus episodes, extended interviews, behind-the-scenes content, and early access to recordings.
  • Direct Influence: Suggest topics, ask questions for guests, and participate in polls to shape the future of the podcasts.
  • Personalized Advice: Patrons get access to group Q&A sessions with me, Michael Bernzweig.
  • Community Access: Join a private channel to connect with other listeners.
  • Software Oasis Free Course Access: Get access to one free course from Software Oasis's trending tech and career courses, valued at $249 to $399.
  • Weekly Fan Newslette...
bookmark
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Consulting Spotlight - Shark Tank Survivor: Michelle Weinstein's Path to Success
play

02/07/25 • 32 min

In this episode of Consulting Spotlight, Michelle Weinstein, founder of The Abundant Accountant and renowned sales strategist, shares her transformative journey from financial analyst to successful business coach. Her expertise lies in helping accounting, tax, and bookkeeping firm owners transform their practices through value-based pricing and strategic sales processes.

After starting her career at Moss Adams in M&A, Michelle's entrepreneurial spirit led her through various ventures, including a pivotal appearance on Shark Tank with her health food company, Fitzy Foods. Though faced with rejection, this experience became a stepping stone to her current success in helping accounting professionals master high-ticket sales.

Since 2018, Michelle has dedicated herself to helping countless firm owners double their revenue while achieving better work-life balance. Her approach focuses on eliminating hourly billing, moving away from demanding clients, and implementing value-based pricing strategies that reflect true worth.

Key Discussion Points
- Transitioning from corporate finance to entrepreneurship
- Building and scaling a food company that reached Costco and major sports teams
- Overcoming Shark Tank rejection and pivoting to business coaching
- Implementing value-based pricing in accounting firms
- Creating effective sales workflows for professional services
- Converting free consultations into paid diagnostic reviews
- Leveraging AI while maintaining human connection in accounting
- Developing premium pricing strategies for accounting services

Stay Connected
Subscribe to our bi-weekly newsletter at softwareoasis.com/subscribe for exclusive insights from technology leaders and transformation experts. Join our growing community of consulting professionals and decision-makers to stay ahead of industry trends and opportunities.

-> Strategic Consulting Partnerships: Live Q&A Webinar Today!

  • Consulting Firms: End Cold Outreach Today. Learn to generate warm introductions now.
  • Strategic Consulting Partnerships: Live Q&A. Learn to build referral networks.
  • Instant Networking Today: Streamline your pipeline with qualified referrals.
  • Target 25+ Consulting Categories: Learn to generate warm referrals from strategic partnerships with top AI, cybersecurity, marketing, firms and more.
  • Register Now (Webinar Today) https://www.softwareoasis.com/gold

-> Career Stalled?

  • Earning $40K-$90K+ in tech is possible. Explore 10 in-demand career paths with 1M+ job openings.
  • Fast-track tech career courses – no experience or degree required!

Start Free Course https://softwareoasis.com/start-free-course

-> Subscribe to our Fan Newsletter and Get ahead in your B2B tech career.

Weekly data, trends, analysis, interviews, and insights to your inbox every Tuesday. Unsubscribe at any time.

https://softwareoasis.com/newsletter

-> Join our Patreon

https://softwareoasis.com/patreon

What can you expect from our Patreon?

By becoming a patron, you're investing in your own success and unlocking a range of exclusive benefits, including:

  • Exclusive Content: Bonus episodes, extended interviews, behind-the-scenes content, and early access to recordings.
  • Direct Influence: Suggest topics, ask questions for guests, and participate in polls to shape the future of the podcasts.
  • Personalized Advice: Patrons get access to group Q&A sessions with me, Michael Bernzweig.
  • Community Access: Join a private channel to connect with other listeners.
  • Software Oasis Free Course Access: Get access to one free course from Software Oasis's trending tech and career courses, valued at $249 to $399.
  • Weekly Fan Newsletter: Packed with exclusive insights, updates, and curated resources.
bookmark
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share episode

In this episode of Consulting Spotlight, we sit down with Bill Dillmeier, Principal at Aperture Advisors in Seattle, who brings over two decades of financial leadership experience spanning from Vanguard to Silicon Valley startups. Bill shares his transformation from traditional investment banking to becoming a trusted advisor for Series A through C stage SaaS companies, where he helps founders navigate critical growth challenges and optimize their go-to-market strategies.

Starting his career at Vanguard Brokerage and later working with industry giants like Morgan Stanley and Washington Mutual, Bill eventually transitioned to the startup world, including a stint working for Bill Gates' media company. Now, he specializes in partnering with SaaS founders, bringing his unique perspective on efficient growth, sales operations, and financial modeling to help companies scale successfully.

Key Discussion Points:
- Transitioning from traditional finance to SaaS consulting
- Building effective go-to-market strategies for early-stage companies
- Implementing usage-based pricing models in modern SaaS businesses
- Managing cash flow optimization for Series A through C companies
- Creating alignment between sales and marketing teams
- Developing investor-ready financial models and storytelling
- Evaluating venture debt vs. traditional funding options
- Leveraging $20M ARR for non-dilutive financing solutions
- Measuring key metrics: CAC, LTV, and churn analysis
- Implementing two-page marketing and sales accountability frameworks
- Building relationships with venture capital partners
- Optimizing SaaS pricing strategies for sustainable growth

Subscribe to Consulting Spotlight on your favorite podcast platform and visit softwareoasis.com/subscribe for our bi-weekly newsletter featuring exclusive insights from technology leaders and transformation experts. Stay ahead of industry trends and gain actionable strategies to accelerate your consulting career.

-> Strategic Consulting Partnerships: Live Q&A Webinar Today!

  • Consulting Firms: End Cold Outreach Today. Learn to generate warm introductions now.
  • Strategic Consulting Partnerships: Live Q&A. Learn to build referral networks.
  • Instant Networking Today: Streamline your pipeline with qualified referrals.
  • Target 25+ Consulting Categories: Learn to generate warm referrals from strategic partnerships with top AI, cybersecurity, marketing, firms and more.
  • Register Now (Webinar Today) https://www.softwareoasis.com/gold

-> Career Stalled?

  • Earning $40K-$90K+ in tech is possible. Explore 10 in-demand career paths with 1M+ job openings.
  • Fast-track tech career courses – no experience or degree required!

Start Free Course https://softwareoasis.com/start-free-course

-> Subscribe to our Fan Newsletter and Get ahead in your B2B tech career.

Weekly data, trends, analysis, interviews, and insights to your inbox every Tuesday. Unsubscribe at any time.

https://softwareoasis.com/newsletter

-> Join our Patreon

https://softwareoasis.com/patreon

What can you expect from our Patreon?

By becoming a patron, you're investing in your own success and unlocking a range of exclusive benefits, including:

  • Exclusive Content: Bonus episodes, extended interviews, behind-the-scenes content, and early access to recordings.
  • Direct Influence: Suggest topics, ask questions for guests, and participate in polls to shape the future of the podcasts.
  • Personalized Advice: Patrons get access to group Q&A sessions with me, Michael Bernzweig.
  • Community Access: Join a private channel to connect with other listeners.
  • Software Oasis Free Course Access: Get access to one free course from Software Oasis's trending tech and career courses, valued at $249 to $399.
  • Weekly Fan Newsletter: Packed with exclusive insights, updates, and curated resources.
bookmark
plus icon
share episode

In this episode of Consulting Spotlight, we sit down with Brandon Falcon, founder of Falconics, who transformed his $1,000 startup into a leading marketing agency specializing in empathy-driven approaches for B2B SaaS companies. Starting in 2014 with web design and social media, Brandon evolved his company into a powerhouse that helps software founders connect authentically with their target audience.

Brandon shares his journey from serving local businesses to partnering with Fortune 500 marketing agencies, ultimately finding his sweet spot in the B2B SaaS space. He reveals how his agency helps founders move beyond feature-focused messaging to create emotional connections that drive long-term customer relationships.

Key Discussion Points:
- The evolution from local marketing to B2B SaaS specialization
- Implementing the "60 conversations in 60 days" methodology
- Transforming technical features into emotional benefits
- Building trust through founder-led customer conversations
- Converting one-on-one feedback into scalable marketing strategies
- Increasing customer engagement from 5 to 13 conversations per week
- Developing VIP setup processes for customer retention
- Balancing funded startups vs. bootstrapped founders
- Creating authentic dialogue with ideal customer profiles
- Understanding micro-metrics in decision-making processes

Subscribe to Consulting Spotlight on your favorite podcast platform and visit softwareoasis.com/subscribe for our bi-weekly newsletter delivering exclusive insights, trends, and analysis that will propel your consulting career forward.

Creators & Guests

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-> Strategic Consulting Partnerships: Live Q&A Webinar Today!

  • Consulting Firms: End Cold Outreach Today. Learn to generate warm introductions now.
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Consulting Spotlight - Ameet Khabra’s Journey: From Freelancer to Agency Leader
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03/05/25 • 45 min

In this episode of Consulting Spotlight, host Michael Bernzweig sits down with Ameet Khabra, the founder of HopSkip Media, a leading digital advertising agency. Ameet shares her inspiring journey of breaking into the digital marketing world at just 19 and building an agency that has managed over $4.3 million in ad spend.

Ameet discusses how she transitioned from running an event planning company to becoming a Google Ads expert, eventually founding HopSkip Media. She recounts her early days managing up to 68 accounts solo and navigating the complexities of Google Ads, including trips to Silicon Valley to collaborate with Google itself. Along the way, she developed a reputation for simplifying paid advertising strategies and delivering exceptional results for her clients.

This episode dives into Ameet’s unique approach to client retention, her insights on the evolving landscape of PPC (pay-per-click) advertising, and her thoughts on how AI and automation are shaping the future of digital marketing. Whether you're a business owner looking to optimize your ad spend or a marketer eager to stay ahead of industry trends, this conversation is packed with actionable advice and expert insights.

Key Discussion Points:

  • Building an ad agency from scratch: Ameet’s journey from freelancing to managing millions in ad spend.
  • The importance of tracking conversions: Why businesses must avoid "blind" advertising.
  • Negative keywords and their role in optimizing ad performance.
  • Why Google Ads isn’t “set it and forget it”: The critical need for daily monitoring.
  • How Ameet's team balances automation with human oversight in PPC campaigns.
  • The challenges and opportunities presented by AI in digital advertising.
  • Differences between Google Ads and Meta Ads: Choosing the right platform for your business.
  • Common mistakes businesses make when running ads—and how to avoid them.
  • Why communication is key in client-agency relationships.
  • The future of PPC: Insights into upcoming trends like Performance Max and Search Max.

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Subscribe to Consulting Spotlight for weekly insights from industry leaders! Visit softwareoasis.com/subscribe to join our bi-weekly newsletter featuring exclusive data, trends, and expert interviews straight to your inbox every Monday and Friday. Stay ahead in your consulting career with actionable strategies you can trust.

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FAQ

How many episodes does Consulting Spotlight have?

Consulting Spotlight currently has 22 episodes available.

What topics does Consulting Spotlight cover?

The podcast is about Management Consulting, Podcasts, Technology, Business and Careers.

What is the most popular episode on Consulting Spotlight?

The episode title 'Lorrie Thomas Ross on Marketing Mastery: From Sales to Strategy' is the most popular.

What is the average episode length on Consulting Spotlight?

The average episode length on Consulting Spotlight is 39 minutes.

How often are episodes of Consulting Spotlight released?

Episodes of Consulting Spotlight are typically released every 2 days, 18 hours.

When was the first episode of Consulting Spotlight?

The first episode of Consulting Spotlight was released on Dec 31, 2024.

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