Shows
WINWill Ominky and Nerdio's Winning Approach to MSP Events Like Pax 8 BeyondSend us a text Carrie Richardson and Ian Richardson host the WIN Podcast - What's Important Now?Serial entrepreneurs, life partners and business partners, they have successfully exited from multiple businesses (IT, call center, real estate, marketing) and they help other business owners create their own versions of success. Ian is certified in Eagle Center For Leadership Making A Difference, Paterson StratOp, and LifePlan. Carrie has helped create and execute successful outbound sales strategies for over 1200 technology-focused businesses including MSPs, manufacturers, distributors and SaaS firms.Learn more at...2025-05-1018 minWINMSP Event Planning - How the MSP Initiative Creates Winning MSP EventsSend us a textWinning MSP Event Planning with Alec Stanners In this episode, we dive deep into what it really takes to plan MSP events that create community, drive real ROI, and elevate vendor relationships beyond the trade show table. Featuring Alec Stanners, VP of Business Development at Bvoip and a core leader behind the MSP Initiative and MSP Block Party, we explore how grassroots strategy, thoughtful sponsor integration, and movement-based design can turn a basic gathering into a channel-defining experience. With a discussion around Pax8 Beyond’s inten...2025-05-1015 minWINAaron Peterik Shares Winning Advice for first-time Sponsors of Pax8 BeyondSend us a textFrom Booths to Buy-In: Aaron Peterik’s Playbook for Winning Pax8 BeyondEpisode Description: What separates a vendor with a busy booth from one that builds a sales pipeline? Aaron Peterik, Director of Channel at Zero Networks and former Pax8 insider, joins us to share real-world strategies for dominating Pax8 Beyond. From microsegmentation to sales team alignment, Peterik unpacks what actually works for MSP vendors trying to stand out, connect authentically, and convert leads into long-term revenue. If you’re planning to exhibit—or just want to...2025-05-0818 minWINMark Sokol from CyberFox shares Winning MSP Event StrategiesSend us a text Carrie Richardson and Ian Richardson host the WIN Podcast - What's Important Now?Serial entrepreneurs, life partners and business partners, they have successfully exited from multiple businesses (IT, call center, real estate, marketing) and they help other business owners create their own versions of success. Ian is certified in Eagle Center For Leadership Making A Difference, Paterson StratOp, and LifePlan. Carrie has helped create and execute successful outbound sales strategies for over 1200 technology-focused businesses including MSPs, manufacturers, distributors and SaaS firms.Learn more at...2025-05-0617 minWINCraig Fulton from Evergreen - WIN by Making Lasting MemoriesSend us a textIn this episode of The WIN Podcast, host Carrie Richardson interviews Craig Fulton, M&A Advisor at Evergreen Services Group, about how to maximize your experience at industry events like PAX8 Beyond.Craig offers thoughtful advice on preparing for large conferences, engaging meaningfully with other attendees, and creating experiences that leave lasting impressions. Drawing on his own journey from technician to M&A advisor, he shares both strategic insights and personal anecdotes — from spontaneous road trips to fly fishing outings — that highlight the power of auth...2025-04-2914 minWINMSPs WIN When They Collaborate at MSP Industry EventsSend us a textIn this episode of WIN, host Carrie Richardson chats with Allan Jocson, CEO of Agilitec and member of the PAX8 Partner Advisory Council. Allan shares his playbook for getting the most out of major MSP industry events like PAX8 Beyond—from strategic pre-event planning to making meaningful connections that drive long-term growth.You'll hear why collaboration beats competition in the MSP world, how to make vendor relationships work for you, and why the best takeaways often happen outside the session rooms. Allan also shares memorable stories from past events and gives ac...2025-04-2910 minWINAndrew Mora Shares How Cork Wins at MSP EventsSend us a textTrade shows are back in a big way, and Pax 8 Beyond 2025 is one of the most important events on the MSP calendar. In this episode of the WIN Podcast, host Carrie Richardson talks with Andrew Mora from Cork about what it really takes to turn a sponsorship into a sales strategy.Mora pulls back the curtain on Cork’s full event playbook—from how they pivoted messaging to lead with their platform (not their warranty product), to how they staff and train their team, design their booth for real engagement, and sche...2025-04-2418 minWINWinning at Reinvention: Mark Chamberlin on Building Legacy and Active RetirementSend us a textFrom “Who’s Who” to “Who’s He?” – Reinventing Yourself After Leaving Your BusinessAfter 40 years in high-tech leadership, Mark Chamberlin found himself at an unexpected crossroads—let go at 61.5 and faced with a big question: What’s next? Instead of chasing another corporate role, he reinvented himself with impact, influence, and freedom.In this episode, Mark shares:The biggest mistakes business leaders make after exitingWhy your old title won’t open new doors—and what willHow to leverage your network without looking for a jobThe surprising way sharing...2025-02-2226 minWINWinning Customer Transition Strategies for MSPs with Matt YesbeckSend us a textAre you leaving money on the table when offboarding MSP clients? Matt Yesbeck and his son Gage saw a massive gap in the MSP industry—no structured way to transition low-value or misfit clients without losing revenue or damaging reputation. Instead of accepting the status quo, they built MSPX, the first-ever MSP contract exchange platform, helping IT service providers monetize client offboarding, ensure smooth transitions, and protect brand reputation.In this episode of WIN Podcast, Carrie Ric...2025-02-1524 minWINWIN at Scaling Your MSP with Matthew Pincus and HelptSend us a textWhy is Winning at Scale So Difficult?Scaling a business comes with big challenges—hiring, retention, marketing, and making smart decisions that drive growth. In this episode of WIN, host Carrie Richardson sits down with Matthew Pincus, Founder & CEO of HELPT, to discuss the lessons learned from scaling a company, navigating the trade show circuit, and balancing speed with strategy. They dive into the realities of outsourcing, the importance of building trust, and why the right approach to h...2025-02-0334 minWINWinning at Social Media Marketing with Heather MargolisSend us a text"Winning at Social Media Marketing with Heather Margolis"In this episode of the WIN Podcast, host Carrie Richardson interviews Heather Margolis, founder of Channel Maven, to uncover her strategies for leveraging social media as a powerful tool in B2B marketing. Heather shares invaluable advice on using platforms like Instagram and TikTok to drive engagement, create impactful campaigns, and generate leads for businesses of all sizes.Key Takeaways:Why Instagram is becoming a B2B powerhouse: “If they're searching on their phone for channel ma...2025-01-2426 minWINWinning Podcast Strategies from Command Your BrandSend us a textWIN More PR Opportunities with Advice from Josh SilvestroIn this episode, host Carrie Richardson is joined by Josh Silvestro, brand ambassador at Command Your Brand, a podcasting agency specializing in helping businesses amplify their voice and connect with the right audiences. Together, they explore the challenges and opportunities of podcasting, tips for effective public relations, and the secret to creating engaging content that converts.Key Takeaways:Why Storytelling Matters in PodcastingBuild genuine connections with your audience by sharing your authentic...2025-01-1829 min
Never Stop Getting BetterEpisode 166: Empowering Leadership: Carrie Richardson's InsightsFor more information on Mental Fitness Training with Chance Potts & John Perry go to OneMoreBenefit.com
Visit HelpFromDad on Instagram for educational videos that one may ask their dad. Website: HELPFROMDAD.NET
Welcome to the Never Stop Getting Better Podcast, where we dive deep into personal and professional growth strategies to help you reach your fullest potential. In each episode, host John Perry explores topics ranging from leadership and productivity to mindset and self-improvement, featuring insightful interviews with experts and thought leaders.
But we're not just here to share knowledge; we want to engage with our listeners too! Your feedback...2025-01-021h 02
WINAndrew Moore WINS by Operationalizing TrustSend us a textIn this episode of What's Important Now, host Carrie Richardson sits down with Andrew Moore, founder of Ridgeview Advisors, to dive deep into the concept of "Operationalizing Trust" in the managed services provider (MSP) industry. Andrew shares insights on how scaling trust is critical for MSPs and how it directly impacts profitability, client satisfaction, and business scalability. Andrew recounts his journey from his early days in IT to becoming a COO and now running his own consultancy.From practical sales strategies, cost of client acquisition, to the a...2024-11-1829 min
WINMike Ita WINS by supporting one niche specialization.Send us a textHost Carrie Richardson sits down with Mike Ita, founder and CEO of IT Corps, a managed service provider based in Ohio. Mike shares his inspiring journey from a general IT consultant to a highly successful niche business specializing in IT services for veterinary practices. He talks about the challenges and triumphs of carving out a unique space in the market, his strategies for building lasting relationships, and how IT Corps adapted to industry changes driven by private equity and cloud-based technologies. This is a must-listen episode for entrepreneurs, IT professionals, and anyone looking...2024-10-1428 minWINRobb Rogers WINS By Revolutionizing IT Business SalesSend us a textReady to revolutionize your tech business strategy? Tune in as Carrie Richardson joins forces with the innovative Robb Rogers, CEO of Sales Maturit, to unlock the secret sauce for elevating IT businesses. As we reminisce about the adrenaline-fueled showdown at the IT Nation PitchIt event, Rob spills the beans on the dramatic transition his company made from mere lead generation to a robust sales management powerhouse. We uncover the pivotal role of strategic event planning and the undeniable magic that happens when you engage in face-to-face networking.2024-09-2926 min
WINHeather Johnson, MBA - WINNING with Core Values and CultureSend us a textHost Carrie Richardson sits down with Heather Johnson, MBA, the CEO and co-founder of Goyznta, to explore her journey from the nonprofit sector to leading a successful SaaS company in the MSP space. Heather shares how her passion for equality, sustainability, and helping small businesses has shaped Goyznta’s culture and mission. She discusses the challenges of self-funding a startup, blending work and personal life as a married business owner, and the importance of maintaining mental health in entrepreneurship. Hear Heather's advice for other founders, insights on scaling without losi...2024-09-2923 min
WINHow Waident WINS the best technical talentSend us a textWinning Strategies for Recruiting and Retaining Top Talent in the MSP SpaceIn this episode of WIN (What's Important Now), host Carrie Richardson talks with repeat guest John Ahlberg, the CEO of Waident Technology Solutions. They explore Waident's successful strategies for recruiting and retaining talent, especially in the Managed Service Provider (MSP) industry. John explains the importance of a people-first culture, work-life balance, and a unique hiring process that emphasizes culture fit, talent, and experience over traditional qualifications. He also shares insights on...2024-09-2021 min
WINTechnique - Daryl D'SouzaSend us a textDaryl D'Souza, Co-Founder of TechniqueIn this episode of the WIN podcast, host Carrie Richardson sits down with Daryl D’Souza, managing partner at Technique, a managed IT services provider based in Toronto, Canada. Daryl shares his unique approach to signing two to three new clients monthly while working only two to three hours a day. He discusses the importance of providing free value, building trust, and leveraging LinkedIn automation tools and Loom videos to connect with prospects. Daryl also delves into the ch...2024-09-0825 min
WINJustin Breen WINS by Connecting Visionaries to Serve HumanitySend us a textIn this compelling episode, Carrie Richardson interviews Justin Breen, a master connector who spends his days linking some of the world's most brilliant and misunderstood visionaries. Justin delves deep into the world of high EQ and IQ individuals—those rare few who are focused on creating lasting legacies rather than just building empires. Through his unique perspective, Justin shares how he identifies and connects these visionaries, allowing them to amplify their impact on the world.Whether you're a visionary yourself or someone who wants to better understand th...2024-08-2333 min
WINKirk Halpern: Restaurants, Redemption Stories, and WINNINGSend us a textIn this episode of "What's Important Now," host Carrie Richardson sits down with Kirk Halpern, the visionary behind Farmers and Fishermen Purveyors. Kirk shares his remarkable journey from practicing law to becoming a major player in the meat and seafood industry. With a passion for supporting small farmers and fishermen, Kirk's latest venture aims to deliver the freshest products while making a positive impact on the community. Tune in to hear about his innovative sourcing strategies, redemption stories, and valuable advice for aspiring entrepreneurs.Episode Highlights:Kirk's transition...2024-08-0731 min
WINMichelle Accardi WINs by Unlocking GrowthSend us a textIn this engaging episode of the WIN podcast, host Carrie Richardson sits down with Michelle Accardi, the dynamic CEO of LionGard. They discuss Michelle's unique approach to leadership, the importance of working in your flow state, and how LionGard is making strides in the cybersecurity industry. Michelle shares insights into the transition of leadership from LionGard’s founder Joe Alapat, the company’s core values, and the significance of urgency in achieving business goals. Listeners will gain valuable perspectives on growth, the challenges of running a business, and the exciting upcoming even...2024-07-1518 min
WINRob Senatore WINS by surrounding himself with WINNERS.Send us a text From Sprint to CEO: Rob Senatore’s Journey with Data2Go Wireless In this episode of the WIN podcast, host Carrie Richardson interviews Rob Senatore, CEO of Data2Go Wireless. Rob shares his inspiring journey from being a sales rep at Sprint to becoming the CEO of a thriving wireless company. He discusses the pivotal moments, challenges, and lessons learned along the way, offering valuable insights for aspiring entrepreneurs. Rob emphasizes the importance of adaptability, team building, and strategic planning in achieving business success.Epis...2024-07-0820 min
WINRodrigo Acuna WINS by Helping Hispanic Millennials Build WealthSend us a text Bridging the Financial Gap: Rodrigo Acuna on Empowering Latino Communities In this episode, host Carrie Richardson sits down with Rodrigo Acuna, co-founder of IM Financial, to discuss his journey from Mexico City to the United States, and his passion for empowering Latino communities through financial literacy and inclusion. Rodrigo shares his experiences in investment banking, consulting, and fintech, highlighting the challenges and opportunities in providing financial services to underserved communities. This insightful conversation covers the importance of education, the impact of mentorship, and the innovative strategies Rodrigo an...2024-06-2832 min
WINJoe Alapat Tells Us How Liongard is WINNING with a New CEOSend us a textHi! It's Carrie - and the beginning of this podcast starts really abruptly because Joe and I started chatting immediately and we completely forgot to do the intro.I want to remind MSPs that Liongard ROARCon is open for registration now!Ian and I have limited passes to share, so if it's before July 20 2024 and you are the owner of an MSP that would like to attend, reach out to Carrie on Linkedin!Joe Alapat is WINNING by Hiring a New CEO In t...2024-06-1921 min
WINScaling Successfully: WINNING M&A Strategies for MSPsSend us a textChristopher Vollmond-Carstens, M&A, NTIVAIn this episode of WIN ("What's Important Now?"), host Carrie Richardson dives into the world of mergers and acquisitions (M&As) within the managed service provider (MSP) industry with Christopher Vollmond-Carstens, M&A Director at NTIVA. Christopher shares invaluable insights on preparing MSPs for acquisition, the importance of cultural alignment, and the key attributes NTIVA looks for in potential acquisitions. Whether you're an MSP owner considering a sale or simply interested in the M&A landscape, this episode offers practical advice and s...2024-06-1035 min
WINDavid Dulany Helps SaaS teams WIN by choosing the right Sales Technology StackSend us a textDavid Dulany, Founder of TenboundIn this episode of the WIN podcast, host Carrie Richardson sits down with David Dulany, the founder of Tenbound, a premier research and advisory firm in the B2B tech space. They discuss the journey of Tenbound, the evolution of sales technology, and the intricacies of building a successful sales development team. From personal anecdotes to professional insights, David shares invaluable advice for entrepreneurs and sales leaders alike. Tune in to discover the latest trends in sales technology and learn how to navigate the...2024-06-0431 min
WINPedro Lerma WINS by building brands while breaking barriersSend us a textPedro Lerma - EY Entrepreneur of the Year Nominee 2024 In this episode of "WIN: What's Important Now," host Carrie Richardson sits down with Pedro Lerma, the founder of Lerma, an innovative advertising agency based in Dallas. Pedro shares his entrepreneurial journey, from his early experiences in construction and bar ownership to creating impactful Super Bowl commercials. As a nominee for EY Entrepreneur of the Year, Pedro discusses the significance of leadership, the role of technology in advertising, and his commitment to representing underrepresented groups in his work. 2024-06-0323 min
WINCarlson Choi WINs with a focus on partnerships instead of transactionsSend us a textIn this episode of WIN, host Carrie Richardson sits down with Carson Choi, CEO of Cork, to discuss his dynamic career path from enterprise leadership to founding Cork, a company that revolutionizes cyber insurance with a unique cyber warranty product. Carson shares his insights on the MSP space, the challenges of cyber risk management, and how Cork is providing MSPs with new opportunities for revenue and enhanced client protection.Episode Highlights:Carson Choi's diverse career journey from video games and toys to the restaurant industry and MSP space...2024-05-3128 min
WINDave Marcinkowski WINS by Innovating in a Tech-Adverse IndustrySend us a textEpisode SummaryIn this episode of Win What's Important Now, host Carrie Richardson interviews Dave Marcinkowski, founder of Madera Residential and nominee for the EY Entrepreneur of the Year award. Dave shares his entrepreneurial journey from his early days as a bookkeeper to leading multiple successful ventures in real estate, property technology (prop tech), and financial technology (fintech). The conversation delves into the challenges and innovations that have defined Madera Residential, as well as Dave's vision for the future of real estate and technology integration.Episode Highlights...2024-05-2828 min
WINShaun Vlassis WINS by Innovating Threat DetectionSend us a textShaun Vlassis Wins By Innovating Threat DetectionIn this episode of "What's Important Now?" host Carrie Richardson sits down with Shaun Vlassis, founder of Illuminate Security, to explore the creation and impact of his innovative crowdsourced threat hunting platform, Blue Hat. Shaun shares his journey from working at top financial institutions to establishing his own business, tackling industry challenges, and leveraging crowdsourced expertise to enhance cybersecurity defenses.Episode Highlights:Shaun's background in detection and response over two decades.Insights into the challenges faced by the cybersecurity...2024-05-2027 minWINJosh Kotler wants other MSPs to WIN by Selling Before the Bubble BurstsSend us a textIn today's episode of "What's Important Now," we had the pleasure of speaking with Josh Kotler, a seasoned investor in the managed services space and a partner at Axial Reade. Josh shared his journey from founding Western Digitech to his recent ventures, providing valuable insights into the MSP industry and the M&A process.Josh's story began in 1998 when he joined Western Digitech, a company founded by his partner in 1994. Starting as a small garage-based operation, they grew the business into a successful MSP. In 2014, Josh bought out his partner, and...2024-05-0826 min
WINSanjay Jupudi bootstraps Qentelli to a 9 figure valuation - EoY Series 2024Send us a textWelcome to today’s episode of the WIN podcast with Carrie Richardson. Today we kick off our annual "EY EoY Interview Series" with 2024 EY Entrepreneur of the Year Nominee Sanjay Jupudi, co-founder and CEO of Qentelli. Qentelli (Kwen–Tel–LEE) is a Digital and Cloud Technology Company. Their Intellectual Property includes AI based products, frameworks, methodology and process playbooks that help accelerate and deliver Digital Transformation, Cloud Adoption, DevOps and Quality Engineering solutions to our customers.Sanjay Jupudi (along with his co-founder, Prasanna Signaruju, founded Qentelli at a Dalla...2024-05-0721 min
WINJohn Ahlberg WINs By Using a Defined M&A ProcessSend us a textJohn Ahlberg, the founder and CEO of Waident Technology Solutions, recently joined Carrie Richardson on the podcast WIN - What's Important Now? to discuss his company's growth through mergers and acquisitions (M&A). Celebrating its 20th anniversary, Waident has about 30 employees and over $7 million in annual recurring revenue, making them an elite managed IT services provider in the top 15% of US based MSPs.Mr. Ahlberg shared insights into how he evaluates potential acquisitions, emphasizing the importance of cultural alignment over financial details in the early stages.Waident's approach to...2024-05-0327 min
WINMatt Quammen WINS by Protecting Small Business OwnersSend us a textMatt Quammen is the co-founder of Optimize Cyber, a company that specializes in cybersecurity services such as penetration testing and risk assessments. With a background in technology and sales, Matt brings a wealth of experience to the table, particularly in the realm of cybersecurity. His approach to the field is not just about the technical aspects but also about empowering business owners to understand and manage cyber risks effectively.Optimize Cyber's mission is to disseminate cybersecurity knowledge at scale, ensuring that every business owner feels equipped to handle cyber threats. The...2024-04-2424 min
The Socially Savvy Agent"Real Estate Success: Flexibility and Hustle with Nicky Richardson"In this episode of "The Socially Savvy Agent," titled "Real Estate Success: Flexibility and Hustle with Nicky Richardson," we dive into the essentials of building a successful career in real estate with guest Nicky Richardson, a prominent REALTOR® from CarMarc Realty Group.
Discover how Nicky transitioned from a corporate background into the fluid and fast-paced real estate market, emphasizing the importance of adaptability and persistent hustle. Listeners will gain valuable insights on overcoming industry challenges, the critical role of flexibility in managing personal and professional life, and strategies for sustaining success through networking and proactive marketing. Tune i...2024-04-1722 min
WINNate Freedman Helps MSPs Build Websites that WIN more clients!Send us a textNate Freedman Helps MSP Clients WIN more ClientsJoin Carrie Richardson, host of WIN as she chats with Nate Freedman, the CEO of Tech Pro Marketing.Unlock the secrets of transforming casual website browsers into committed clients with live chat. That's just a slice of what we're serving up as we sit down with the CEO of TechPro Marketing, who explains how you can optimize your MSP's digital doorstep. 2024-04-0619 min