In today's episode of the One Degree podcast, I discuss a recent LinkedIn article about my CRM software, Wealthbox, adding a new AI note-taking feature. While it sounds efficient, I'm skeptical about its impact on innovation. I explore the necessary balance between creative energy and structured processes in business. Using examples like PowerPoint versus tools like Beautiful.ai, I emphasize the importance of flexibility and innovation in certain areas of business, while maintaining efficiency and procedures in others. Finally, I stress the significance of choosing which parts of your business to innovate and which to streamline.

[00:00] Introduction to the One Degree Podcast[00:16] New AI Note-Taking Feature in CRM Software[01:55] Balancing Creativity and Structure in Business[02:38] The Pitfalls of Built-In Tools[04:38] The Importance of Flexibility and Innovation[05:36] Knowing When to Optimize and Standardize[07:44] Conclusion and Listener Engagement

The One Degree Podcast is brought to you by Openhanded Wealth, LLC, a registered investment adviser in Holly Springs, GA, serving Christian families and small business owners. This content is educational only and should not be taken as financial, tax, or legal advice.

“whatever gifts I have received from God, may I use them to serve others, as a faithful steward of God’s varied grace." — 1 Peter 4: 10

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Today, I'm excited to share insights from my recent conversation with Marcus Schaller on his podcast, Attract Your Ideal Clients. Marcus and I dove deep into the concept of selling as an act of generosity. From rethinking sales not as a pushy transaction but as a service to others, to Marcus' profound idea: 'Selling is an act of generosity.' Join me as I unpack how this perspective shift is helping me and could help you too. We'll also discuss crafting clear messages about the problems you solve and why not every conversation should be a sales pitch. Let's shift our mindset and embrace sales as a form of stewardship and genuine connection.

Listen to my full interview with Marcus Schaller on Attract Your Ideal Clients.

[00:00] Introduction to the One Degree Podcast[00:16] Guest Appearance on Attract Your Ideal Clients[01:24] The Profound Concept of Selling as Generosity[02:37] Personal Reflections on Sales and Value[07:09] Reframing the Elevator Pitch[09:27] Conclusion and Listener Engagement

What can two jazz legends teach us about money, resilience, and playing into your mistakes? Find out on today's episode of the One Degree podcast. I'm Nick, your host, and in this episode, I'll dive into a powerful quote from Miles Davis and how it applies to financial decisions, personal growth, and faith. We'll explore how small, consistent changes shape our lives and why it's crucial to give ourselves grace. Remember, the song's not over yet—the next note might just change everything. Join me as we discover how to make the next right move.

[00:00] Introduction: The Power of the Next Note[00:26] Welcome to the One Degree Podcast[00:37] The Impact of Small Changes[01:27] Miles Davis and the Wrong Note[02:11] Applying the Concept to Life and Finances[03:41] Grace and Self-Compassion[04:02] The Kingdom of God and Wasted Time[06:15] Encouragement and Final Thoughts[07:09] Listener Engagement and Disclaimers