Episodios

  • Losing Business to Inferior Competitors?

    Losing Business to Inferior Competitors?
    Apr 14 2026
    Very often, inferior competitors play the price card: Jay: I get that question. “Well, I talk to your competitor and they’re less expensive than you are.” Now I have to find a way to let them know, yeah, we are more expensive, but there’s a reason. It’s because we’re very good at what we do. We have certain guarantees that they don’t, or whatever it is. David: Yeah. A pack of cigarettes is cheaper too, but that can also kill you. No, that would not be a good answer. But sometimes it’s what we feel like saying… David: Hi, and welcome to the podcast. In today’s episode, co-host, Jay McFarland and I will be discussing the idea of losing business to inferior competitors. Welcome back, Jay. Jay: It’s good to be here, David. This is one of the most frustrating things for me when I know that I have a better product. I have better customer service. I know this because I’ve heard complaints about my competitor. But you lose it to them for whatever reason. Well, that can really ruin your day , and it can also affect your business. David: It really can. Just this idea and even the words “inferior competitors” makes you think. Probably anyone in business who has competitors that you’ve run into has had this experience. And you’re like, I can’t believe they went with that person instead of us. You know that what you have is so much better and offers so much more. You know it will transform the person in positive ways so much more than if they go the other way. And yet they go in that direction. It can be extremely frustrating. So when we think about how to avoid losing business to inferior competitors, there are a number of different things that we can do. But I think it starts with recognizing, first of all, that they’re out there. That there are a number of people out there who are not as good as we are. Then it’s about how can I communicate that to my prospects without sounding bitter or frustrated? That can be a challenge sometimes. Jay: Yeah, I agree. I have people regularly ask me, what’s the difference between you and your competitor? And I find that you have to be very careful with this question. And the tactic that I’ve chosen is to say, here’s the value that we can bring you. Here’s what I know we can do. I try and steer it back or say, “I haven’t worked with them directly. “But let me tell you this is where we shine.” I know we’re going to bring you success in this way.” Because it’s always been weird to me that somebody would believe what I say about my competitor. I’m the worst person to ask. It’s like in politics when somebody runs an attack ad. Why would you believe the guy, you know what I mean? It ‘s the worst person to ask, but we put so much faith and trust in it. David: Right. One of the things that we do when people ask us is to say, “listen, anything I say is obviously going to be biased. Why don’t I fill you in on some of what our customers have said about that topic? Then we have videos, audios, and written testimonials of customers who worked with us. We’ll point them to that. And allow them to hear what other people just like them are saying about the products and services we offer. Sometimes there are situations where a customer will talk about a bad experience they had with one of our inferior competitors and the reason they came to us. So sometimes we’ll share those stories as well. Say, well, listen, I can’t tell you this personally. I’ve never personally dealt with this other company. But you know, we’ve had a number of customers who were dealing with them in the past, and here are the reasons they gave for switching over to us. They said that they found that we do this better and this better and this better. I don’t know if you’ve ever had any experience with that company. But if you have, you might have noticed those things as well. But either way, I can tell you that these are the things where we’re going to be very likely to provide you with better service in those areas. Jay: Yeah, that’s great. And I don’t want to skip over what you said about having customer reviews and testimonials available. That’s got to be an important part of your sales process because, you know, I have people ask me all the time, well, can I talk to somebody who’s worked with you? And in my particular line of work, my customers don’t want to receive calls every day to give references to people. But if you have a system, you know, if you use an online customer service rating system, or if you have, as you said, recorded video testimonials, that’s all very important. But you have to make a concerted effort and have a system to get those and a place to post those. David: Yeah. One of the places where we got a lot of them was at trade shows. We would be at trade shows and people would come up to the booth and they would start telling us a story. Oh, I love your program. I was able to bring in three new accounts ...
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    14 m
  • Still Feeling Overwhelmed? Fix These 2 Things First

    Still Feeling Overwhelmed? Fix These 2 Things First
    Apr 7 2026
    If you’re still feeling overwhelmed, it’s often just a good idea to take a moment and consider: What exactly is it that I’m struggling with at the moment? What are the specific things that make me feel overwhelmed? Then, what’s the one thing I really need to be doing right now and what’s the next step I can take toward making that happen? David: Hi, and welcome to the podcast. In today’s episode, co-host Jay McFarland and I will be continuing our discussion on how to avoid feeling overwhelmed. Welcome back, Jay. Jay: Hey, David. It’s good to be back and I’m really glad we’re following up on this topic because after we recorded the last podcast, we kind of sat around and continued the discussion and thought, we need to share this with everybody as well. Before we were talking about self-awareness. But it really occurs to me that who you surround yourself with, especially on those days when you’re feeling overwhelmed, that’s going to be really important. David: Absolutely. And as you said, we started talking about it after the last podcast and the conversation got so good, I’m like, “we need to hit record and just keep going on this topic.” Because you raised a great point, particularly related to who we’re surrounding ourselves with. And very often when we are in that negative state that we had talked about in the previous episode, where we bring the wrong “us” to work, or the wrong us shows up to work, you know, the unmotivated, unfocused version of ourselves show up. When we do that, we limit the kind of people that we’re even going to be able to interact with. Because most other motivated, focused people don’t really want to be around that version of us. And so the more we bring that version of ourselves to work, the less likely we are going to be to get in front of other people who are going to help pull us out of whatever it is that we are stuck into. Jay: Yeah, and I think the exception to that, and I’ve experienced this, is if you have people who know you well enough and you’ve built trust with them and they are able to tell you and point out, you know, is everything okay? Because you kind of feel like you’re off your game a little bit today. You know, if you surround yourself with yes men, then you’re not going to get that. And if you surround yourself with people who are negative all the time, then they’re going to be bringing you down even on the good days. So being able to assess your team and hire appropriately is so critical, and I don’t think people really think about it in those terms. David: I agree completely. I also think that when people tend to give into those emotions, when they give into the overwhelm and they just basically withdraw and say, “no, I can’t do it, I’m out.” At that point, what are they leaving to themselves? I mean, they’re really leaving the opposite. And there are people who will unintentionally feed into that. If you say, ” I’m just overwhelmed. I don’t feel like doing this.” They’ll say, “well, that’s okay,” you know, “Hey, you don’t have to do it.” And maybe that’s true, and if it’s something that’s not good for you, you definitely shouldn’t do it. But if it’s something that you were committed to, that you really wanted to be able to accomplish, and you’re having an off day and you make a decision like that, in a lot of cases, there’s no going back on that. Jay: Yeah, you’re exactly right. And so in that point you need somebody to say, “look, this is really important. We plan this out. You got this.” You know, this is really important because if we can close this sale, then it’s going to propel us forward. If you can surround yourself, at least have one person on your team like that, what a game changer. But I think when we’re interviewing people, we’re thinking more about will they be able to accomplish a specific task, more than we’re saying, will they fit into our culture and will they be somebody who brings me down or brings me up and helps move the whole team forward? David: Yeah, and even in our personal lives, there are times and there are people in our personal lives where we may not be able to share exactly what we’re going through or what we’re dealing with. I mean, there are people who, if you tell them about something that’s bothering you , they’re either going to then tell you about 10 other things that they’re dealing with that are a lot worse, or they’re going to tell you that why what you’re dealing with isn’t that bad. Or they’re going to tell you that because of what you’re suffering with, now it’s going to make it worse for them because now they’re going to be worried about you. Right? There are all kinds of things that can happen in that regard. So your point about at least having one person, you can go to, to be able to say, “Hey, listen, this is what I’m struggling with. What do you recommend,” is ...
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    11 m
  • How to Stop Feeling Overwhelmed at Work (and Get More Done!)

    How to Stop Feeling Overwhelmed at Work (and Get More Done!)
    Mar 31 2026
    To stop feeling overwhelmed at work and get more done, consider which version of you is showing up. Some days the you that shows up is the focused, motivated, energized, action-taking you. And some days the you that shows up is the unfocused, unmotivated, lethargic, non-action-taking you. When we recognize this in advance, we can do a couple of things. One is to say, “okay, I don’t really like the me that showed up today. Can I get myself in gear? Take some sort of action? Can I get myself motivated? Or will I at least take the next step?” Will I take one small step in the direction of accomplishing what I’ve told myself and others that I intend to do? David: Hi, and welcome to the podcast. In today’s episode, co-host Jay McFarland and I will be discussing the topic of how to avoid getting overwhelmed. Welcome back, Jay. Jay: Hey, David. It’s great to be here, and this is such an important topic, especially for the entrepreneur. There are so many different things going on. And oftentimes you have to be the front office, the back office, you have to fulfill the orders. I mean, there are just so many things, and keeping track of it can be very difficult. David: It can. Before we even really dive in too much, I just want to point out, first of all, we are not experts in the mental health field at all, right? So if you’re struggling with actual mental health issues, this is not the podcast to listen to. But if you’re in sales, marketing or business ownership, dealing with the day-to-day and occasionally feeling overwhelmed, that’s what we’ll be talking about. If you’re feeling a little overwhelmed or stressed in business, that will be the discussion at hand today. As you were saying, Jay, most of us have this situation at one point or another when you’re in business, particularly when you’re in sales. It’s easy to feel overwhelmed on some days. It’s like, “I don’t feel like making the calls,” or “I’m struggling with this or that.” And just that thought alone can stop some people in their tracks and cause them to not move forward. Jay: Yeah. I think first of all, it’s important to tell people it’s okay to feel overwhelmed. I mean, that’s the reality for most people. But if that feeling becomes a stress paralysis, like I’ve experienced, like there are so many things going on. I don’t know which one I should be focusing on, so I end up doing less instead of more. That can really be damaging to your business. David: It absolutely is. I find that in a lot of cases, the things that cause us to feel overwhelmed are when we focus on all the different things that we have to do or all the different things that have to be done. It’s the fact there are too many things coming at us at once. Sometimes it’s the habit of looking at everything, as opposed to looking at the one thing or the next thing that I can do, which would allow us to move forward. I’m sure that sounds very simplistic, and to some degree it is. But when we’re struggling with that, a lot of it really becomes about our focus. How tightly can we narrow our focus so we can actually concentrate on doing just one thing? What’s the one, tiny, next thing I can do to move forward so I don’t just give up? Jay: Yeah, and a lot of people I think, sometimes want to give up. But I think it’s really important to do some work in advance here. If you don’t have a list or a plan that talks about all of those things that need to be done and maybe prioritize them. If you don’t have that done, then it’s going to be very hard, like you said, to say, what is the one thing I should be doing right now? Because you haven’t taken the time to plan ahead and even know, so, then it becomes “the squeaky wheel gets the grease,” right? And sometimes that squeaky wheel is just the last thing that you should be doing. David: Yeah, that is exactly true, and it happens to probably all of us at one point or another where there are a lot of things to do, and as you said, whatever is making the most noise, whatever is rattling our cage at the moment gets done when in actuality, that might be something that either shouldn’t be done at all, or it should be something that should be prioritized or de-prioritized to move down farther on the list. I think it’s also important to understand that all of us have good days and bad days. And whenever we make life-altering decisions on bad days, it’s usually not a good outcome. So part of it also is just recognizing when we’re having the kind of days where we are feeling overwhelmed when we’re feeling like things are too much, and then maybe just sort of holding off on making big important decisions until we feel like we’re in better control of our thoughts and our direction and our focus. Jay: So I think what you’re really talking about, this pre-planning and being aware of how you feel, it’s self-awareness. I think that may be one of the hardest skills to ...
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    13 m
  • How to Get Prospects to Respond

    How to Get Prospects to Respond
    Mar 24 2026
    When you need to get prospects to respond, it’s time to fix your follow-up strategy. Think in terms of what gets your attention, what gets you to respond? What makes you want to respond when someone else is reaching out to you? That can also be a great indicator of what you may want to be saying to the other person to try to get a response from them. Now, they might not respond to exactly the same things that you respond to. But it’s possible they will, and it’s not a bad place to start… David: Hi, and welcome to the podcast. In today’s episode, co-host Jay McFarlane and I will be discussing why people don’t respond. Welcome back, Jay. Jay: Hey, thank you so much David. This is something that frustrates me in the process when I’ve made a good faith effort, I’m expecting a response and I get crickets and it, you know, it’s one of the hardest things to deal with in sales because you got to constantly be remotivation yourself and when you’re not getting a response back, it’s hard to stay motivated. David: It is. And it’s hard to not take it personally sometimes. Even though it’s very rarely personal. It’s hardly ever personal. It’s almost never personal, but it’s still hard to get past that when it’s happening. Jay: Yeah, I I totally agree with you. And again, I think you just kind of have to have that framework that you know it’s going to happen. It’s not personal and you just got to get through those. But I also think that you have to ask yourself some questions and reassess what is our communication system? I’ve found that there are people who will respond via text, but they’re never going to respond via email or they will pick up their phone or they’ll never pick up their phone. So you’re kind of learning, and I keep track of these notes as I’m trying to reach out to people. And if I can get somebody via text, that’s the way I’m going. I just will stop sending that person emails. So, I think learning along the way about each person and their preferred mode of contact is very important. David: Yeah, that is a huge one. such a great point. And I know we’ve talked about this in previous podcasts. We normally talk about it in terms of marketing and sales, but it applies just as much to telephone calls because they’re marketing, they’re sales as well. But we’ve talked in the past about the MVPs of Marketing. What is the marketing message we want to communicate? Which combination of marketing vehicles are we going to use to communicate the message? And who are the people or prospects that we need to reach? And when people are not responding? Well, the P part of it is covered. The people that we’re talking to, the person who’s not responding, that’s the person that we’re talking about. So if they’re not responding, it is either the person themselves, they’re just not going to do it. But if they are still potentially going to be engaged with us, then the reason they’re not responding is usually either the message or the vehicle, like you pointed out. They’re not going to respond to an email, but they very likely will respond to a text. Cool. That’s easy. Okay. Now we’ll communicate via text. They won’t pick up the phone, they won’t return voicemails, but they will respond to text. Great. Once you get something like that nailed down, you’re back in the saddle again. as the old song went. But a lot of times people don’t even think of that because your preferred method of communication might be different than mine. And if mine is to pick up the phone and call you again and again and again and again, which it is not. But if it were, and if your method of communication is text, then you’re not going to respond to me. You’re probably going to get annoyed at what I’m doing and I’m going to be annoyed at the fact that you’re not responding to me. And it’s a simple disconnect that can actually be addressed very quickly. But if somebody is not responding to any of the different methods of communication that you’ve tried, and today there are a lot. If they don’t respond to you on the phone, you can send them a text, you can send them an email, you can message them on social media. You can send them something in the mail. There are lots of different things that you can do. If they’re not responding to any of it, then it’s very likely either the message that you’re communicating to them where they just want to have nothing to do with you, they don’t want to communicate with you at all, or it’s the person themselves, they’re just not going to do it. And for me, it’s very helpful to try to break those things down and when people don’t respond, it’s very discourteous in my opinion. That’s a nice word that I’m using there. It’s very discourteous, and so I try to communicate that to people in as nice a way as I can. Not to say, “Hey, you’re being rude,” but sometimes if I don’t get a response...
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    15 m
  • Stop Making Excuses Instead of Sales

    Stop Making Excuses Instead of Sales
    Mar 17 2026
    I’ve seen situations like that where people are making excuses instead of sales. Somebody planned to sell something and was talking about it for a long time. But all the dominoes had to be lined up just right before they’d flick it. Flick one of them and get it going. And ultimately, nothing happened. Sometimes we have a great idea, but then it’s like, “oh, it seems like too much work” or “I don’t want to do it,” or “I’m scared,” or whatever the deal is. And unfortunately, you’re building bridges to nowhere when you do that. David: Hi, and welcome to the podcast. In today’s episode co-host Jay McFarland and I will be discussing making excuses instead of sales. Welcome back, Jay. Jay: Thank you so much, David. Such a pleasure to be here. And I’m excited about this topic. And I’m just going to be brutally honest upfront. I’m guilty of this very thing. As I’ve been involved in sales and sometimes numbers would drop, and the first thing I’m saying is, “well, it’s this,” or, “well, it’s that.” And the truth is it, might be. And so I think it’s important to always go back and reassess what you are doing and have you changed something or has something changed in your system? David: Yeah, it’s very easy to do. It’s an easy trap to fall into. Because whoever really wants to say ” it’s my fault?” And yet, our behavior is one of the only things that we really, truly have control over to the extent that we can get control over it, right? We can’t control a lot of outside factors, but we can largely control what we do and what we promise to do, and then try to connect the dots between those two things. Jay: Yeah. I remember I was in a training and they pointed out that so often when a mistake happens or say sales have a problem, we’re looking for the person to blame. And so often it’s not a person, it’s a system. It’s something that needs to be tweaked. But it’s so easy to just pick somebody and say, you know, “you’re the problem, you solve it.” Maybe you’re the frontline salesperson, and so you need to fix it or there are going to be consequences. And oftentimes I think that’s the wrong approach. David: Yeah, I agree. And I think the reason that this topic even came up is I had an experience, fairly recently, where I was just sort of blindsided by someone’s ability to blame every single outside factor rather than just the fact that they essentially weren’t selling. And this is common in a lot of different businesses. It’s common in a lot of different sales industries. A lot of times, “well, it’s the leads.” And if you ever saw Glengarry Glen Ross, “it’s the leads.” And I remember when I was first watching that movie, I was like, oh, that’s brutal. You know, it’s probably not the leads. And then you find out, in that particular movie, yeah, it was the leads, because they were giving them bad leads. That’s really the exception, rather than the rule though. It’s the leads, it’s the market, it’s the product, it’s the supply chain. There have been a lot of really, potentially very good excuses, a lot of different things that people can blame for their lack of producing, but none of that empowers the salesperson. None of it empowers the person who is making those excuses to actually address the issues that potentially need to be addressed. In other words, if there’s a problem with the leads, what can that person do to track down better leads? If it’s the market, are there other markets they can approach? Or are there segments of the market that they could and should be approaching? If it’s the product, are they representing the right product? Is there another product they should be selling? So for every excuse, there is normally something that the salesperson can do to address some aspect of the problem that they’re citing as being the real issue. Jay: Yeah, I think it’s so important what you’re talking about. Because I’ve been in a situation recently where we did a Google ad campaign and man, the leads were just coming in. But then we looked at our close rate, and it was just miserable. And so we had to assess, is this the type of lead we want? Because we’re spinning our wheels here. And so we had to change keywords and go through a lot of thought processes and reassess. Because in that case, it was the leads. But I also think it’s important, especially in sales, to constantly be reassessing your own performance and what you’re going through. because we fall into traps, right? And also it’s hard, the grind can be hard. And so things that you know you should be doing, you’re not this time because it’s just hard. So checking every box, every single time can be monotonous. So I think a lot of times the breakdown can just be with us. David: It can be. And it can be our failure to look at the other options that are available to us. It can be our failure to look at the issues that we’...
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    15 m
  • Dealing with Indecisive Prospects

    Dealing with Indecisive Prospects
    Mar 10 2026
    When dealing with indecisive prospects, we each have to recognize our own tolerance for pain. How long am I willing to chase? How long am I willing to wait? What am I willing to sacrifice in terms of my own time and my own self-esteem? Right? And it’s different at different stages of life. I spent so much time in the past just trying to accommodate people who, ultimately, it wouldn’t have made sense to accommodate in the first place. And so for me, I recognize that it’s not always a good idea to just do that. David: Hi, and welcome to the podcast. In today’s episode, co-host Jay McFarland and I will be discussing indecisive prospects. Welcome back, Jay. Jay: Hey, David. Thank you so much. This is the bane of the existence of so many salespeople. You think you have somebody, they see the benefits, but they just can’t seem to make up their mind. And you know that you can help them. You know that if they would just do this, they would be on their way to a better place. But you just can’t get ’em over that finish line. It’s so frustrating. David: Yeah, Jay, you know, I was really struggling to decide if we should do a podcast on this topic. It was weighing on me and I’m thinking, should we do it? Should we not do it? And I went back and forth and I spent eight months, and then I decided, yeah, maybe we’ll do it. No. That approach it’s brutal and we’ve all dealt with it. The term wishy-washy comes to mind where they just can’t or won’t make a decision and it’s frustrating. But it’s also kind of unnecessary. Because when you’re dealing with someone who really is just not able to make a decision, it’s almost a disqualifier for me. And it very often becomes a disqualifier for me. Because if we’ve laid out our best-case scenario for why it makes sense to move forward with something we’re doing or not to move forward with something that we’re doing. If we do that and they still sort of go back and forth and they don’t know why or they can’t put their finger on it, then they’re probably not a good prospect. Because the problem with indecisive prospects is they go on to become indecisive clients. That means every time you want to sell something to them, they’re going to have to think about it or go away and meditate on it or whatever it is they’re going to have to do. Meanwhile, the clock is ticking for everybody. They’re not getting the result of whatever it is that they were thinking about buying from you. You’re spending a lot of time chasing them. They spend a lot of time either being chased or avoiding being chased or dodging you. So for me, it can become a disqualifier pretty quickly. Jay: Yeah, and I think you’ve actually kind of zeroed in on a larger recognition. Are we thinking about what type of customer this is going to be while we’re talking about them initially? Because it may not just be that they’re indecisive. We may through the conversation find out this client is going to be very hard to work with. They have a bazillion questions, or they seem so demanding or whatever. I think that kind of pre-assessment in the process can be very important. I also think with indecisive people, you know, you have to have your steps. Have I gone through every step of the process? Have I tried every skillset that I have in the book? If they’re still waffling back and forth, then you’re exactly right. Is this somebody that I want to be working with on a daily basis? Is it worth my time? And I think the answer is probably no. David: Yeah. Listen to what people tell you. If you’re having an interaction with someone who’s considering working with you, pay attention to what they say. If their story changes dramatically from day to day, that is a huge red flag. I had a situation recently where someone talked about how determined they were to grow their business. They wanted to get it to a certain point as quickly as possible, and the reasons that they were doing it were all very noble. They wanted to do it for their family and they wanted to reach this particular level of sales, and they wanted to do it sooner rather than later. And then two days later they decided they weren’t going to do it because they needed to do something with their house first. They needed to, you know, fix up their house before they could focus on this. And it’s like, okay, well that’s perfectly fine. Right? Everybody gets to choose their own priorities. And the person said, Hey, I’m not saying we’re not going to work together. I’m just saying that, you know, not right now. And my response was, well, you know, listen, as of the other day, your focus was on growing your business, doing very specific things to achieve a very specific result to benefit very specific people. And now your priority is to do something completely different. I understand you’re saying that we could work together in the future, but based on what you’re telling me, I’m not your guy. You...
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    13 m
  • Most of Your Competition Is Average

    Most of Your Competition Is Average
    Mar 3 2026
    When I say your competition isn’t that good, that most of your competition is average, what I mean is that a lot of them are not taking the time to learn the things that will allow them to do things better. David: Hi, and welcome back. In today’s episode, co host Jay McFarland and I say, your competition isn’t that good. Right, Jay? Jay: Yeah, absolutely. Do you even know who your competition is? Do you know what they offer? Do you know what people think of them compared to you? Maybe you don’t even know if your competition is that good. David: Exactly. And I hear, so many times, when I’m talking to salespeople, the idea that, there’s a lot of competition. Competition is very difficult. There’s a lot of online competition. There’s a lot of local competition. There’s a lot of price-cutting competition. There are all these different variations on competition. And that’s all true. But a lot of them really, honestly, just aren’t that good. And if you recognize right up front that most businesses are average, right? There’s an average in every business, in every industry, there’s an average. And some people are better than average. Some people are worse than average. There are a lot of average. So if you’re competing with the average or the less than average, then you should be able to do pretty well. If you’re a conscientious individual, if you’re reasonably good at what you do, if you study and practice your profession and you get reasonably good at it, you’ll be able to outperform a lot of them because to the extent that there are really exceptional competitors in your market, there are a lot less of those than there are the ones on the other side. Jay: Yeah, absolutely. I’ve always believed this, you know, you can get caught up in the muck. When I was in radio, I worked for a radio station that had a built in listenership because it was so ingrained in the community. And what that did is it made it so they didn’t have to work hard to get sales or to get numbers. Now you would think, oh man, that’s an amazing place to be. But what happened is, they started to get complacent, right? Everything was so easy, and then all of a sudden ratings started to shift and suddenly they realized, we don’t know how to sell. Because we’re so used to sitting at a desk and the phone is ringing. And we’re just taking orders. So you’re not a salesperson, you’re taking orders, right? And their competitors started to eat them alive because their competitors had to sell all the time, and they were very good at it. So sometimes you’re successful just in spite of yourself. And that may be what your competitors are in, what state they’re in. David: It really could be as simple as that and as difficult as that, in either situation. But, you know, the idea that the competition is excellent, or the competition is terrible, or the competition is average. In a sense, none of it really matters. Because this is life. This is the world that we’re in. These are the cards we’ve been dealt, right? So our competition is there. We’re there. The question is, how are we going to make sure that we are outperforming our competition in all the key areas of customer contact? I mean, if you were to boil it down and say, okay, let’s say my competition is very good. Let’s say you completely disagree with the premise of this podcast, that your competition isn’t that good, or that it’s average or whatever you say. “No, I’ve got a lot of competition.” Okay, then that’s your question. How do you outperform your competition in all key areas of customer contact? Some people may say, “well, I don’t know. What are the key areas of customer contact?” And if you’re asking yourself that kind of question, that indicates that there’s work to be done in your organization. Jay: Yeah, absolutely. And do you even know how the competition functions to be able to compare yourself? I mean, that’s got to be at least half the battle, right? David: Yeah, that’s part of the battle. Maybe it’s a third of the battle. Jay: Okay. David: I was gonna say a quarter, maybe it’s a quarter to a third of the battle. And the only reason I say that is I don’t think we should spend a ton of time overanalyzing our average competitors. I mean, if there’s a really, really good one, yeah, you can take a look at what they’re doing. But ultimately, sure, we all want to outperform our competitors. But what do we really want? We want to get to the point where we’re so good at what we do that it’s no longer about outperforming our competitors. Now it’s a matter of outperforming our past best, right? What’s the best we were able to do? When you’re leading in a market, when you really are the market leader, you’re doing things right, you’re doing things well and efficiently, you’re already better than a lot of your average competitors, then the goal you want to reach for is how can I ...
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    14 m
  • How to Get Results from Social Media

    How to Get Results from Social Media
    Feb 24 2026
    We get results from social media when we’re able to identify the result that we’re looking to get, and identify the messaging that we need to create to be able to get in front of these ideal prospects to have them raise their hands and express interest. When we do those things correctly, then you can get to the point where nearly everybody you talk to is actually qualified to do business with you. David: Hi, and welcome back. In today’s episode, co host Jay McFarland and I will discuss how to get results from social media. Welcome back, Jay. Jay: Hey, David. This is a big topic. Talk about opening a can of worms. It’s something everybody wants, and we talked, last podcast about learning online and what great resources there are. This is a place where there may be such an overload of information and different ideas that I don’t know if you’re going to find the answer online. I really don’t. David: You’ll find a lot of answers online. Yeah., Right? Whether or not it’s the answer you’re looking for, whether or not it’s the answer that solves your problem, that is the big question mark. But I feel like this topic is so important because everyone’s on social media. Everyone’s trying to figure out what to do and how to get results. And the reason that I believe the word results is so important is that it narrows your focus. It forces you to think in terms of, okay, what is the result I even want to get here? What am I trying to do? Because as we talked about in a previous podcast, you can go on social media and it’s nothing but distraction after distraction. And if you just turn it on and go in there without a really strong focus in terms of what you want to accomplish, what result you want to get, you’re not getting any sort of result, except you’re going to get pulled into other people’s experiences. So from my standpoint, the first thing we need to do is to identify what is the result that I would like to get from social media? And then you can look at how much time that I spend on there is actually allocated to getting that result. That’ll tell you a lot right off the bat. Jay: Yeah, and I think that there is a misguided focus that you need a large audience, right? Like if I can get up to 10, 000 followers or whatever, that’s not true. it could be better to have a thousand dedicated followers who are potential clients than having a hundred thousand people who may just clog up your pipeline and who really never are going to be your clients. David: Right. And if they’re not responding to what you do, if they’re not liking, if they’re not replying, then the algorithm says people aren’t interested in this. So you’re exactly right. If you just had the hundred people or so who are going to click today’s link on there. You’d be seeing everybody, everyone would be seeing your stuff. But of course it’s impossible to do that. So you’re exactly right. It’s about saying, all right, well, how can I get to more of the right kind of people who resonate with the material that I’m putting out? And I am not speaking as an authority on social media. Okay. I want to be really clear about this. I’m not coming to you and saying, oh yes, I’m the guy for social media. No, not saying that. However, what we have been able to do is to identify specific things that our clients have wanted to accomplish, and we’re very good at helping them accomplish it, once we decide exactly what those results are. Jay: Yeah, I’ll tell you where we’re at right now in our company. As you know, we offer Tax Services to a very specific group, so, I’ve told you in the past, we have spent two years identifying keywords for paid ads, and it’s been a constant process where we’re refining, I do the consultations, And so when I see that we’re getting consultations that are not in the strike zone, I go back to our keyword, you know, the person doing our Google ads, and we refine, and we refine, and refine. And I’ve told you, We’re to a place now, it’s kind of like our secret recipe, where we don’t get a consultation that is not in the strike zone anymore. We’ve been that focused. But it costs us a hundred dollars per consultation. That’s what we’re paying. And that’s a pretty steep fee. So obviously we’re like, okay, how do we get organic people to come to our website from social media, where they’ve seen something that we’re providing, and they’re clicking through and that doesn’t cost us anything, right? So that’s the goal, that’s the dream. But now we’re in another problem. We could probably get tons of people coming to our site. But now I don’t want everybody clicking on the schedule a consultation. Because I’d be back in that same problem. I’d be talking to a lot of people who I can’t help. So this is the dilemma. This is where we’re at in our company right now, moving to social media, but we have to be very strategic about how we do...
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    15 m