In this episode, SAM sits down with multi-hyphenate entrepreneur Whitnie Wiley to discuss why the foundation of a successful business isn't just strategy—it’s self-awareness. Whitnie shares her unique approach to helping business owners build wealth through real estate and studio spaces, while emphasizing that true professional retention and growth start with personal alignment and "filling your own cup."

• The Power of "Who Are You?": Before building a business or acquiring assets, you must understand your core values. Success without alignment leads to burnout and resentment.

• Real Estate as a Business Asset: Don't just rent space; consider owning it. Whitnie discusses the trend of studio spaces for podcasters and event hosts as a way to create recurring income and equity.

• The Wealth Building Team: To scale effectively, you need a "triangle of trust" communicating on your behalf:

  • A Banker/Lender: To advocate for capital and property acquisition.

  • A Real Estate Professional: To find assets that fit your long-term vision.

  • A Tax Professional: To ensure your deductions don’t accidentally disqualify you from future loans.

• Retention Starts at the Top: Your team will mirror your energy. If you are a "stressed-out leader," you will create a "stressed-out team."

• The "Force Field" of Routine: Implement a morning or evening routine (like the Miracle Morning or 7-Minute Gratitude Blueprint) to protect your mindset from the world's chaos.

Whitnie and SAM dive into the Retention Made Simple framework, highlighting that keeping clients and employees is about:

1. Intentionality: Ending up "somewhere on purpose" rather than by accident.

2. Appropriate Appreciation: Knowing your team well enough to give them what they actually value (e.g., cash, time off, or the opportunity to volunteer).

3. The "Cup and Saucer" Analogy: You must pour into your own cup until it overflows into the saucer; only give to others from the overflow to avoid depletion.

"Who am I right now? Who am I becoming in process? And does it actually align with the vision and values I have?" — Whitnie Wiley

"Retention in business isn't magic. It is about you creating an environment that people actually want to be in." — SAM

• Book: Who Are You? by SAM Morrison Wilson: https://www.amazon.com/Who-Are-You-Clarity-Courage/dp/B0GJDBK2MD

• Book: The Miracle Morning by Hal Elrod: https://www.amazon.com/Miracle-Morning-Updated-Expanded-Not-So-Obvious/dp/B0CHZ43QVY

• Concept: The 7-Minute Gratitude Blueprint by SAM Morrison Wilson: https://www.amazon.com/7-minute-Gratitude-Blueprint-Morrison-Wilson-ebook/dp/B0FBBT6K26

• Organization: eWomenNetwork: https://www.ewomennetwork.com/

  
  

  To be considered as a guest on the show: https://retentionmadesimple.com/rms-podcast

In this episode, I discuss the significant costs associated with poor client and employee retention and offer insights on how to mitigate them. I share my experience with a valued team member leaving after four years and the impact on the business. We explore the importance of establishing strong onboarding processes, showing appreciation, and gathering feedback to enhance retention. I also introduce my 'Retention Made Simple' training program, which provides practical strategies to keep clients and employees longer and maximize referrals. Join me every Friday at noon Central for these informative sessions and learn how to foster a sustainable business through meaningful relationships.

00:00 Introduction to Sustainable Business

00:12 The Cost of Poor Retention

01:23 Building and Appreciating Your Team

04:00 The Impact of Losing a Key Team Member

07:41 Retention Strategies and Training

09:41 Special Offers and Final Thoughts

Want to be a guest on the show? https://retentionmadesimple.com/rms-podcast-intake

Want to attend SAM’s next LIVE Retention Training + Demo: ⁠retentionmadesimple.com/demo⁠

Want more info about Retention Made Simple: ⁠https://retentionmadesimple.com/

Signed Copy of Retention Made Simple:

https://retentionmadesimple.com/rms-signed-book

Link to book on Amazon

In this episode, Sam, the founder of Retention Made Simple, discusses the importance of treating clients and contacts as humans rather than transactions. She shares a personal story about making a transactional mistake and how she corrected it to restore the relationship. Tune in for insights on building stronger client retention strategies, how to handle and learn from mistakes, and practical tips like getting more referrals without asking. Sam also highlights the importance of starting strong from the first hello and offers actionable advice through her weekly Sticky Note Retention Tips workshop.

Link to the weekly training + demo: https://retentionmadesimple.com/demo

Affiliate link for Thanks: https://thanks.io/?afmc=9so00:00

Introduction: Sustainable Business and Client Retention01:10

Confessions of a Retention Expert01:53

The Importance of Building Relationships02:50

A Personal Story of a Failed Pitch06:46

Steps to Repairing a Relationship08:22

Retention Starts at Hello09:27

Practical Tips for Client Retention10:39

Upcoming Workshops and Final Thoughts13:57

Subscribe for more business growth tips and client retention hacks!

🎉 FREE Weekly Workshop + Demo — New Topic Each Week!👉 https://retentionmadesimple.com/demo

Signed copy of Retention Made Simple https://retentionmadesimple.com/rms-signed-book

Want to be a guest on the show? https://retentionmadesimple.com/rms-podcast-intake

In the debut episode of 'Retention Made Simple,' host SAM welcomes friend and Coach Dale Young to discuss client retention and the importance of knowing oneself. They dive into how understanding your own strengths can lead to better business practices and improved client relationships. Dale shares insights from his 48-year IT career and his journey of self-discovery, emphasizing the significance of faith and business alignment. They also explore the practical benefits of using an energy map and automated systems like Ninja CRM for simplifying business processes. Throughout the discussion, they stress the importance of feedback, personalized client appreciation, and the value of relationships in business.

00:00 Introduction to Sustainable Business

00:47 Meet Dale: A Journey of Self-Discovery

01:36 The Power of Knowing Yourself

03:30 Dale's Calling and Business Insights

08:03 Aligning Faith and Business

09:37 Understanding Legacy and Relationships

19:12 Client Retention Strategies

25:19 Popcorn Mishaps and Client Relationships

26:19 The Importance of Client Feedback

27:39 Onboarding and Client Retention Strategies

29:40 The Value of Personalized Client Appreciation

36:25 Energy Maps and Personal Insights

45:27 New Business Ventures and Future Plans

49:18 Final Thoughts and Encouragement

Reach out to Coach Dale: https://coachdale.com/

Schedule a coffee chat with Coach Dale: https://calendly.com/coachdale/coffee?back=1

Get your own “Energy Map” https://w3.coachdale.com/energy-map-wired-to-win

Want to be a guest on the show? https://retentionmadesimple.com/rms-podcast-intake

Want to attend SAM’s next LIVE Retention Training + Demo: retentionmadesimple.com/demo

Want more info about Retention Made Simple: https://retentionmadesimple.com/