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Uptick Partners
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Humans Behind the Metrics
The Art of Balancing Data and Gut: How a Tunisian-British Marketer Scales Teams While Traveling the World with Aimen Chouchane, Uptick
What if the marketer who's visited 39 countries has discovered the secret to building teams that thrive across time zones and cultures?Aimen Chouchane went from government advisory to leading marketing at Uptick, serving the fire protection industry across four continents. While other marketers chase generic SaaS playbooks, Aimen discovered his niche audience doesn't live on LinkedIn all day—they're out in the field keeping buildings safe.Want to know the Wi-Fi research trick that saved his biggest deal? Or how a portable second screen revolutionized his work-travel balance? Aimen shares both.But wait un...
2025-06-04
38 min
The Marketing Playbook with Mark Friedman
Ned MacPherson & Rob Jewell - Power Digital & Uptick
Ned MacPherson & Rob Jewell, the Chief Growth Officer of Power Digital and Founder & CEO of Uptick, respectively, add their pages to the Marketing Playbook. Hear how to experiment with price testing, drive extra revenue with post-purchase offerings, perform a Conversion Rate Optimization (CRO) audit for quick wins, the top changes brands can make to offset cost increases due to tariffs, and how to approach clients who “don’t do that here.” Connect with Ned at PowerDigitalMarketing.com and on LinkedIn, and Rob at Uptick.com and on LinkedIn
2025-05-08
39 min
The Marketing Playbook with Mark Friedman
Ned MacPherson & Rob Jewell - Power Digital & Uptick
Ned MacPherson & Rob Jewell, the Chief Growth Officer of Power Digital and Founder & CEO of Uptick, respectively, add their pages to the Marketing Playbook. Hear how to experiment with price testing, drive extra revenue with post-purchase offerings, perform a Conversion Rate Optimization (CRO) audit for quick wins, the top changes brands can make to offset cost increases due to tariffs, and how to approach clients who “don’t do that here.” Connect with Ned at PowerDigitalMarketing.com and on LinkedIn, and Rob at Uptick.com and on LinkedIn
2025-05-08
39 min
Behind The Breakaway
Episode 24 - Why Are RIA Employee Advisors Breaking Away? | Behind The Breakaway
In this episode of Behind the Breakaway, we discuss the emerging trend of financial advisors breaking away from RIA employment to achieve greater independence. We explore the motivations behind this move, the differences between breaking away from broker-dealers and RIAs, and the challenges and advantages involved in such transitions. We also touch on the value of owning one’s book of business and the opportunities offered by Uptick Partners. For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com. ...
2025-04-15
21 min
Behind The Breakaway
Episode 23 - Let's Talk: LPL & Commonwealth Deal With Special Guest, Jason Wenk | Behind The Breakaway
In this episode, we discuss the breaking news of LPL Financial's acquisition of Commonwealth. Jason Wenk, CEO and Founder of Altruist, joins the Behind the Breakaway podcast to share his perspectives on the merger's impact on the financial services industry, particularly for Commonwealth advisors. We also delve into the challenges that Commonwealth advisors might face with technology and platform changes and explore the broader implications for the wealth management sector. Tune in for an insightful conversation about the future of financial advisory firms and the evolving landscape of financial technology. For more information about Uptick Partners and how we c...
2025-04-01
28 min
Behind The Breakaway
Episode 22 - What Happens If I Lose A 'Good' Client? | Behind The Breakaway
In this episode of Behind the Breakaway, we discuss the challenges faced when transitioning from a captive broker-dealer to an RIA firm, particularly focusing on the emotional and mental hurdles. We tackle the common concern of losing key clients during the transition and offer insights on how to stay mentally resilient. They also discuss the unexpected client responses and the importance of building a client base that truly values their services. This conversation aims to empower advisors to embrace the transition confidently and build a stronger, more engaged clientele. For more information about Uptick Partners and how...
2025-03-26
16 min
Behind The Breakaway
Episode 21 - How Do I Minimize The Risk of Getting Sued? | Behind The Breakaway
In this episode, we delve into a recent lawsuit between Edward Jones and Commonwealth Financial, and we discuss the challenges advisors face when breaking away from captive broker-dealer firms. We also explore effective strategies for transitioning clients using social media and highlights the benefits of seeking guidance from experienced firms like Uptick Partners. For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com. Visit Our Website https://uptickpartners.com/ Legal Disclosures https://uptickpartners.com/disclosures/ --
2025-03-13
25 min
Behind The Breakaway
Episode 20 - What's Ahead for 2025 and 2026? | Behind the Breakaway
In this episode, we discuss what's in our plans for 2025 and 2026 as well as more on the process of leaving a captive broker dealer firm for RIA independence, focusing on Uptick Partners' Guarantee. We highlight the benefits of going RIA over choosing the Independent Broker Dealer (IBD) channel, addressing common advisor concerns, potential for higher payouts, and long-term growth. The episode also covers the limitations of being tied to one custodian, the possibilities unlocked by multi-custodial options, and how better economics can boost an advisor's business. Tune in to understand why RIA independence might be the right path for...
2025-01-22
44 min
Global Economic Press
Uptick Financial Services LLC Celebrates CEO Prashant Morajkar’s Prestigious Award
In this episode of Global Economic Press, Alex Brady discusses the remarkable achievements of Prashant Morajkar, the Chief Executive Officer and Founder of Uptick Financial Services Limited Liability Company. Morajkar has recently been honored with the prestigious 2024 Business Astronaut of the Year Award, recognizing his outstanding contributions to the asset gathering sector within the retirement domain. His visionary leadership and innovative strategies have propelled Uptick Financial Services Limited Liability Company to new heights in the financial marketing industry, establishing it as a trusted partner for clients seeking comprehensive retirement solutions. Under Morajkar's guidance, Uptick Financial Services Limited...
2024-12-24
03 min
Behind The Breakaway
Episode 19 - Myth Busted: 'I Need A Big Back Office'
In this episode, we debunk the myth that transitioning financial advisors need a massive back office. We explain how many back office tasks are already handled by custodians like Schwab, Pershing, or Fidelity, making additional back office support often unnecessary. We cover the inefficiencies and potential complications introduced when involving middlemen, the misconceptions advisors face when leaving captive broker dealer firms, and how large aggregator firms' back office models may not offer the intended efficiencies. We emphasize the importance of advisor independence, and encourage stepping away from costly and inefficient structures to truly capitalize on the benefits of the...
2024-11-27
29 min
Behind The Breakaway
Episode 18 - The Uptick Transition Guarantee | Behind The Breakaway
In this episode, we are excited to introduce Uptick's Transition Guarantee, recently highlighted in a wealthmanagement.com interview. We discuss how this innovative approach can help advisors feel more confident in transitioning clients from captive broker dealer firms to RIA independence. We emphasize the importance of a solid marketing plan, client communication, and strategic support to ensure a smooth and successful transition. Tune in to learn how Uptick's unique offering aims to get advisors back to 100% of their revenue more swiftly and securely. Check out the full WealthManagement.com article here: Uptick Partners Launches Guarantee Program for P...
2024-11-06
14 min
Behind The Breakaway
Episode 17 - Pros And Cons Of AI | Behind The Breakaway
In this episode, we discuss the transformative impact of AI and data analytics on financial advising. Highlighting an article from FinancialAdvisorsIQ of Edward Jones's significant use of AI, we explore how these technologies anticipate client behaviors, enhance advisor productivity, and predict advisor departures. Our conversation includes the challenges and proactive measures for breakaway advisors, emphasizing the importance of making strategic decisions early on. We also examine how tools like Finny match clients and advisors based on values, and how Uptick Partners supports advisors in achieving independence. This episode provides critical insights for financial advisors navigating the future of advisor-client...
2024-10-15
25 min
Behind The Breakaway
Episode 16 - Bridge Builder Path To Independence Book Launch | Behind The Breakaway
In this episode, we announce the launch of our new book, 'Bridge Builder Path to Independence,' aimed at advisors considering leaving their captive broker dealer firms for RIA independence. We discuss the importance of understanding RIA independence, the benefits of skipping the IBD channel, and how the book condenses years of knowledge into an insightful read. The episode dives into the evolving technological landscape, the rising trend of RIA adoption, and the value of having more control over investment options. This episode is a must-listen for advisors pondering the shift towards true business ownership. Contact us...
2024-09-09
25 min
Behind The Breakaway
Episode 15 - Partner Firm Transition Experience
In this episode, we share our experience of assisting an Uptick Partner firm in transitioning from a captive broker dealer to becoming an independent Registered Investment Advisor (RIA). We discuss the challenges, surprises, and critical steps involved in a successful transition. We provide insights on managing paperwork, setting client expectations, and leveraging marketing strategies like Facebook ads and digital billboards. We emphasize the importance of preparation and support for achieving a high rate of client retention during the transition. For advisors contemplating independence, Uptick Partners offers expertise and a white-glove service to ensure a smooth and efficient transition.
2024-08-19
35 min
Behind The Breakaway
Episode 14 - Why Are Advisors Skipping the IBD Channel?
In this episode, we discuss a news article highlighting the shift of advisors from Independent Broker Dealers (IBD) directly to the Registered Investment Advisor (RIA) channel as reported by Bernie Clark of Charles Schwab. The episode explores why advisors are bypassing the IBD channel, the benefits of the RIA model, and the industry changes driving this movement. We provide a candid conversation about the advantages and considerations for advisors contemplating this transition and offer their expertise to help guide those exploring RIA independence. For more information about Uptick Partners and how we can help you in your...
2024-07-23
20 min
Behind The Breakaway
Episode 13 - What Happens To My Commission Business?
In this episode, we explore the impacts on commissioned businesses when transitioning from a captive broker dealer to a fee-only RIA. We provide insights into share class conversions, annuity policies, 529 plans, and the necessary paperwork associated with these changes. This episode offers practical advice for financial advisors looking to make a smooth transition into the world of RIA Independence. For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com. Visit Our Website https://uptickpartners.com/
2024-06-24
15 min
Behind The Breakaway
Episode 12 - Do I Need A Big Back Office?
In this episode, we delve into the importance and functions of a back office when transitioning from a captive broker dealer to an RIA. We explore misconceptions about needing a large back office for efficiency and discuss the services required for a smooth transition. For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com. Visit Our Website Legal Disclosures
2024-06-10
28 min
Behind The Breakaway
Episode 11 - How Do I Explain RIA To Clients?
In this episode, we tackle the challenge of explaining the term 'Registered Investment Advisor' (RIA) to clients, especially those unfamiliar with the concept. They delve into the nuances of breaking away from captive broker-dealers and offer strategies for turning these discussions into positive, informative interactions. The conversation highlights how to convey the advantages of going independent and maintaining client trust during the transition. For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com. Visit Our Website ...
2024-05-29
38 min
Behind The Breakaway
Episode 10 - Why Are Company Cultures Changing? (w/ Strive CEO & CIO Matt Cole)
In this episode, Jason Barber interviews Matt Cole, CEO & CIO of Strive Asset Management, to discuss the importance of culture in financial firms and the motivations behind career transitions to pursue purpose-driven missions. For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com. Visit Our Website Legal Disclosures --- For more information about Strive visit: Strivefunds.com
2024-05-16
17 min
Behind The Breakaway
Episode 9 - What Does Going Independent Mean?
In this episode, we explore the different pathways and considerations for financial advisors considering the breakaway movement, from being an employee to going fully independent, including the roles of private equity and owning one's ADV in achieving true independence. For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com. Visit Our Website Legal Disclosures
2024-05-09
37 min
Behind The Breakaway
Episode 8 - What Is The First Step With Uptick?
In this episode, we discuss what to expect when engaging with Uptick Partners as you're navigating the breakaway from your captive broker-dealer. For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com. Visit Our Website Legal Disclosures -- Check out the @DiamondconsultantsNJ podcast
2024-04-09
49 min
Behind The Breakaway
Episode 7 - How Do I Pick A Custodian?
In this episode, we discuss the good and bad of various custodians, and how choosing the right custodian for your specific situation can lead to more assets successfully moved during your breakaway. For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com. Visit Our Website Legal Disclosures
2024-03-25
35 min
Behind The Breakaway
Episode 6 - Do You Own Your Book?
In this episode, we talk about the advantage of owning your own book of business in the RIA space and when it comes to risk mitigation, business valuation, and succession planning. For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com. Visit Our Website Legal Disclosures
2024-02-23
26 min
Behind The Breakaway
Episode 5 - What Payout Should I Expect?
In this episode, we try to bring some transparency and clarity to what breakaway advisors should expect their payout to be in the RIA space and what Uptick Partners provides their partner firms! For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com. Visit Our Website Legal Disclosures
2024-02-22
1h 09
Behind The Breakaway
Episode 4 - Don't Move Your Book Twice
In this episode, we talk about the importance of taking a full measure when it comes to your breakaway to independence and why "Don't Move Your Book Twice" advice is so important. Listen as we discuss the reasons why so many advisors are leaving the IBD channel for RIA independence and why that matters to you! For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com. Visit Our Website Legal Disclosures
2024-02-22
26 min
Behind The Breakaway
Episode 3 - Do I Need a Broker-Dealer?
In this episode, we answer the question "Do I need a Broker-Dealer?" and the answer might surprise you! Listen as we discuss the benefits of going Fee-Only, and not only for you, but for your clients and your future growth! For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com. Visit Our Website Legal Disclosures
2024-02-22
33 min
Behind The Breakaway
Episode 2 - What Happens on Transition Day?
In this episode, we walk through our Transition Day experience. Listen as we talk about details you won't hear anywhere else and dive into what you should expect when you transition your business! For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com. And by the way, this is not legal advice. Visit Our Website Legal Disclosures
2024-02-21
45 min
Behind The Breakaway
Episode 1 - Will My Clients Follow Me?
In this episode, we answer the biggest question every advisor has when thinking about leaving their current firm, "Will My Clients Follow Me?". Listen as we talk about our own experience in transitioning clients and what you should expect with your business! For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com. Visit Our Website Legal Disclosures
2024-02-21
24 min
My Worst Investment Ever Podcast
ISMS 31: Global CPI saw 2nd MoM uptick in August
Will the global CPI slowdown continue? Or will it rebound?Global MarketsGlobal CPI saw 2nd monthly uptick in August, DM remains below Global; DM and EM are now on the riseEconomies across the world have a GDP of about US$97trn and an average CPI of 5.1%DM has US$55trn GDP, and CPI was 4.3%EM has US$42trn GDP, and CPI was 6.1%World CPI was 5.1%, down 3ppts from one year ago; MoM it was up 0.3ppt, a 2nd monthly uptickDM CPI was 4.3%, down 3.3 ppts from one year ago...
2023-10-06
20 min
ASC Podcast with John Goehle
Episode 196 - News Update, Anesthesia Challenges, COVID Uptick, Recent Survey Experiences and focus on Outsourced Billing Services with SIS. August 15, 2023
On this episode of the ASC Podcast with John Goehle we discuss the latest news in the ASC Industry, Discuss the recent uptick in COVID cases and remind listeners of the return to work guidelines, discuss recent survey issues including the new Medicare Ombudsman link and the requirements for BLS, ACLS and PALS certifications. In our focus segment we discuss Outsourced Billing, Coding and Collections. This episode is sponsored by Surgical Information Systems Notes and Resources from this Episode: COVID-19 Uptick Link to CDC Return to work Guidance: https...
2023-08-16
1h 09
CONNECT with Rodney Cundiff
UPTICK DURING A DOWNTURN - pt1 - Uptick During A Downturn
In “Uptick During A Downturn” Rodney shares that current economic conditions are forecasting rough waters ahead, but those who follow some basic money management principles can weather the economic storm that is brewing, and actually come out ahead stronger and healthier when this time of economic hardship and inflation are over. It is possible to experience an "Uptick During A Downturn". When you deal with your personal debt, commit to being honest with others in your transactions, live by the principles outlined by God in the scriptures about finances, and honor the Lord with your resources you can experience an upti...
2022-07-12
59 min
Let's Talk Teams
How to ask questions you would never (or could never) ask
What would it be like if we could ask our team members, or our managers, the questions we REALLY want to ask? And what if they could think about the answers before answering them? In this episode Chris shares how you can ask questions that will deepen relationships with your team members in a way you might never have imagined.And do you want to build trust with your team by having REAL conversations? Start with the right questions. Download our FREE guide to 35+ great 1:1 questions!Related blog post: How to ask questions you would...
2022-03-24
12 min
Let's Talk Teams
Leading 3 different perspectives on accountability in 1:1s
If you've been a manager for very long, you know the difficulty in managing different types of people – especially in the are of accountability. In this episode, taken from Uptick's "Next Level 1:1s" course, Michael and Chris take about 3 perspectives on accountability and how to lead your team according to how their perspective.Related podcast: How to build (or rebuild) trust with your team by UptickCourse mentioned in the podcast: "Next Level One-on-Ones" by UptickYou can follow Chris at @chriszaugg and Michael @jmichaelprobert--Let's Talk Teams is a...
2022-02-22
08 min
Let's Talk Teams
5 reasons you could be giving bad performance reviews. #5 – disconnected from results.
Every manager has different biases, and that makes performance reviews difficult for team members. What one manager values may be different than what another values. This is problematic, since most people don't have strict numerical goals that are easily evaluated. In this episode Michael and Chris talk honestly about these realities and they share a couple ideas of how to build trust by giving rich, real-time feedback.Related blog post: Let's Radically Rethink Year-End Reviews by UptickCourse mentioned in the podcast: "How to Give a Great Performance Review" by UptickAnd w...
2022-02-08
06 min
Let's Talk Teams
5 reasons you could be giving bad performance reviews. #4 – lack of process
Many managers feel boxed in by the review processes their company requires. In this episode Chris shares some ideas that will help you comply with your company's process while still giving your team members the kind of review that will build trust, increase productivity and take the pain out of what is often an awful experience for both team member and manager. Related blog post: How Managers Can Take the Dread Out of Year End Reviews by UptickReview prompts Chris mentioned in the podcast:Completion of High Value GoalsThis section relates to the...
2022-02-02
06 min
Let's Talk Teams
How conflict management skills from hostage negotiators helps your 1:1s
If you feel out of your depth when navigating conflict, consider turning to the experts: hostage negotiators. These professionals have mastered the art of defusing conflict when it’s literally life-or-death. In this episode Chris summarizes the topic and adds some insight as to how to use your one on ones to both mitigate conflict and deal with it as it happens.Related blog post: Conflict Management Skills Managers Can Learn From Hostage Negotiators by UptickBook referred to in this episode: Never Split the Difference by Chris Voss Want to learn more about how...
2022-01-28
10 min
Let's Talk Teams
5 reasons you could be giving bad performance reviews. #3 – lack of preparation.
Performance reviews can suck, and one of the main reasons is that there hasn't been adequate preparation. As Chris shares in this episode, there are several things you can do that will make a performance review not only tolerable, but a great way to recognize the growth you've seen in your team member throughout the review cycle. This will help establish healthy relationships with your team members and build the great team you want to lead. Related blog post: How Managers Can Take the Dread Out of Year End Reviews by UptickWant to learn...
2022-01-24
11 min
Let's Talk Teams
5 reasons you could be giving bad performance reviews. #1 – being too rigid
Rigid, "black and white" performance reviews are awful. Managers hate giving them, and team members are afraid of them. We've made them presentation instead of conversation, and we neglect to make the meeting a human experience. Chris shares some of his own failures while bringing to the conversation some ideas on how to make review a better experience for everyone.Related blog post: Let's Radically Rethink Year-end Reviews by UptickWant to learn more about how to have great 1:1's? Check out our "Next Level 1:1s Course"And if your reviews are terrible, as...
2022-01-10
06 min
Let's Talk Teams
Why one-on-ones?
For many of us, our experience with on-on-one meetings is less than stellar. Talking about the local sports teams, the weather, the weekend or simply giving status updates feels like a waste of time for both managers and team members. In a business climate that is more competitive than ever, why should we spend more time in meetings? In this episode, Chris revisits his recent blog post that explores why one-on-ones may be the most important thing you can do to build great teams and keep your best people.Related blog post: Why one-on-ones? by Uptick
2021-10-12
12 min
Let's Talk Teams
How to have an effective skip-level meeting
Skip-level meetings can be fraught with land mines, and they can be scary to the team member. "How much should I share about myself? How much should I share about my manager? Or the company?" In this episode, Chris and Michael talk about how to honor the purpose of the meetings, how to make them relational and how to make sure both people have a dialogue that's mutually beneficial. Related blog post: What are Skip-Level Meetings and How Do You Make Them Worthwhile? by UptickQuestions for skip-level meetings that Michael mentioned: 15 Skip-Level Meeting Questions to...
2021-08-24
19 min
Let's Talk Teams
How do you handle reorganization in a small company?
Uptick is a small company, and when organizational changes happen they tend to affect people differently than when similar changes happen in larger organizations. Everyone knows each other well, and when a co-worker turns into a manager that can present some unique challenges. Michael and Chris are experiencing that real-time, and in this episode you'll hear more about how they're handling the process.Related blog post: Managing Change in the Workplace – How To and How Not To! by UptickRelated podcast mentioned in this episode: Authority is Earned, Not Bestowed by Uptick Want to le...
2021-08-17
19 min
Let's Talk Teams
Where to start when setting meaningful goals
All too often goals are set up at the beginning of a quarter, (or a year!), and the next time they're discussed is when it's time to set up new goals. That makes the goals meaningless, and can even become a distraction for the team. We have been on that treadmill, too, and while working on the new goals module in Uptick, Michael and Chris thought more about how to get started building meaningful goals. They discuss their journey in this episode. Blog post mentioned: 5 questions to answer when creating meaningful goals by UptickWant t...
2021-08-10
20 min
NFT Podcast: Ars Cryptotica (Art For Anarchists)
Interview with Brian Xin from Uptick Project - NFT Podcast: Ars Cryptotica - Episode 12
In this episode, Brian Xin from the Uptick Project talks about improvements to the Uptick App, artist profile pages, a new burn function, interoperability, and security. Art For Anarchists and Brian showcase some artists who use the Uptick app, including Daniel Belardinelli. Another focus point is discussing NFTs by KOMACHIdama who is on Foundation, and someone that Henry hopes to bring over to Uptick shortly. Be sure to check out these links... https://uptickproject.com https://twitter.com/brianxin https://twitter.com/uptickproject https...
2021-07-20
1h 27
Let's Talk Teams
Share what you can when you can with who you can
As a manager and a leader, there are always issues coming up with other leaders that matter to your team. When should you let them into the process? At the very beginning? When a decision has been made?In this episode Michael and Chris discuss the importance of letting people into the the process as soon as you can, and how that helps get great feedback and build trust with your team.Blog mentioned in the podcast: How to Cultivate Transparency in a Zoom World by UptickWant to learn more about how...
2021-07-13
17 min
Let's Talk Teams
It's tempting to hire someone like me
We tend to be drawn to people who are like us, but when hiring for a team, we need to find people who have gifts and abilities that compliment each other. That means looking for different types of personalities with different skills. But there is one important caveat – the things we care about and the way we relate to our teammates needs to be the consistent foundation of whatever we build on top of it. On that we need to have agreement.In this episode Michael and Chris talk through their current thoughts as they look to hi...
2021-07-06
14 min
Let's Talk Teams
People are smart. Be honest.
The truth is sometimes uncomfortable – whether it's about issues going on if your organization or the direct feedback you need to share with your team members. But people are smart, and they'll get a sense when you're keeping something from them, and it will inhibit the trust you seek to create. In this short episode Michael and Chris talk about how courageously sharing the truth, where it's feasible, is better than having them figure it out on their own.Related blog post: Managing Change in the Workplace – How To and How Not To! by Uptick
2021-06-29
08 min
Let's Talk Teams
How professional development builds your team's success
Sometimes managers feel like allowing team member's to pursue their professional development will distract them from their primary responsibilities. But in today's competitive workplace, up and coming leaders want to grow in their careers now more than ever. If you want to keep your high performers, you have to find a way to balance this tension.In this episode Michael and Chris discuss how your team's success is highly influenced by your investment in professional development.Related blog post: "Creating a Professional Development Plan – Tips for Small Teams" by UptickLink mentioned in the po...
2021-06-08
31 min
NFT Podcast: Ars Cryptotica (Art For Anarchists)
Interview with Brian Xin from Uptick Project - NFT Podcast - Ars Cryptotica - Episode 6
In this episode, Brian Xin from the Uptick Project, talks about his vision for the Uptick App. He says that #NFT crypto art is a pioneer in the space and only the beginning of what can be achieved with NFT technology. Other topics are decentralized CRMs and trading NFT domain names. Very interesting. Subtitles are available. Be sure to check out these Uptick related socials... https://uptickproject.com https://twitter.com/brianxin?s=20 https://twitter.com/uptickproject?s=20 https://https://uptickproject.medium.com/ https://t.me/uptickproject
2021-06-03
54 min
Property & Casualty 360 Perspectives Podcast
Manage the Uptick in Mega Claims Efficiently
Highlights from the March 23 webcast “Manage the Uptick in Mega Claims Efficiently.” This event featured Pramod Akkarachittor, Vice President of Products at CLARA Analytics; and Seth Rachlin, Ph.D., Executive Vice President-Global Insurance Industry Leader at Capgemini. The webcast can be found in its entirety on demand at https://www.propertycasualty360.com/2021/03/04/manage-the-uptick-in-mega-claims-successfully-efficiently/
2021-06-03
18 min
Let's Talk Teams
How to cultivate transparency in a Zoom world
When working together in an office, by simple proximity you were able to develop relationships with your team members. By watching how your manager treated other people, you could imagine how you would be treated. By watching people interact in the lunchroom, you began to understand their sense of humor, what was important to them, and you’d get a picture of how they were wired.In this episode Michael and Chris will give you some tips on how to cultivate transparency in this new remote, Zoom world. Related blog post: "How to Cultivate Transparency in...
2021-06-01
25 min
Say what again Billy? podcast
Ufo sighting uptick
The sudden uptick of UFO sightings leads me to talk about strange events in history relating to ufos . I will also talk about recent stories and ufo related subjects. Are we alone in the universe and what does the sudden uptick of sightings mean?
2021-01-09
33 min
Let's Talk Teams
Leading differently depending on the size of your company
How do you lead differently based on your team's talent, the size of your company and your experience?In this episode, Mitch Moeller, CEO of Corvida Medical, talks with Chris about his leadership journey and how he has had to change his style based on the uniqueness of the companies he's led. For a full transcript, go to https://uptickapp.com/podcastYou can follow Chris at @chriszaugg.-- Let's Talk Teams is a podcast by Uptick the one-on-one tool that helps managers and their team members change vague meetings into m...
2020-11-27
39 min
Let's Talk Teams
4 tips for adjusting to work in a COVID world
Foggy brain? Check. Anxiety? Check. Difficulty staying on task? Check. COVID-19 has put most of us in situations we were unprepared to handle. In this episode, Chris gives 4 tips that should help you both retain your sanity and encourage productivity for you and your teammates.Related blog post: How These 5 Companies Are Prioritizing Employee Health in the Era of COVID-19 by UptickYou can follow Chris on Twitter at @chriszaugg.— Let’s Talk Teams is a podcast by Uptick the one-on-one tool that helps managers and their team members change vague meeti...
2020-11-17
10 min
Let's Talk Teams
What to do if you're unhappy with your 1:1 meetings
"1:1s are a powerful tool to help improve trust, productivity, clarity, happiness..." We've all heard that, but is it true? Well, it CAN be true as long as both the manager and the team member are engaged in making it a meaningful meeting. A lot of people we chat with are unhappy with the current state of their 1:1s, so in this episode Michael shares some foundational tips that will help you start or reboot your 1:1s. Michael references some ways to reframe your 1:1s. Here are some conversation starters:“I want this meeting to be...
2020-09-18
10 min
Let's Talk Teams
Do more than read the words in your 1-1. Look for the meaning.
Asking your team members to fill out 1:1s is great, but all too often the "discussion" digresses into a simple reading of the words written by the team member. In this episode, Chris talks about the importance of getting past the words and into the actual meaning behind them. It's in that meaning that both managers and team members find fulfillment in the relationship, which fuels better work and a more vibrant culture.Related podcast: 4 Strategies to Have More Effective One on One Meetings by UptickYou can follow Chris on Twitter at @chriszaugg.
2020-08-14
19 min
Let's Talk Teams
How your 1-1s can rebuild the trust you lost
While it often takes a great deal of time to develop trust with people, it can, sadly, be lost very quickly. So what do you do when your team has lost trust in you as a manager? How do you get back to where you were? In this episode, Chris flies solo and shares some of his own experiences (and failures!), and how he handled rebuilding the foundation of any good relationship - trust.Related podcast: How trust and truth build a great team with Erik JohnsonYou can follow Chris on Twitter at @chriszaugg.
2020-07-16
18 min
Oregon Crossroads
COVID-19 Uptick & Masks
It has been a while since I last spoke on COVID-19. But I have been watching the uptick in cases closely. Overall, we are still doing well. But we need to make sure we are taking the precautions necessary.
2020-07-11
09 min
Let's Talk Teams
In defense of meaningful performance reviews. (Hint: It takes some work.)
Are reviews simply a necessary evil? Can they be made easier? SHOULD they be made easier? Michael and Chris talk about how a thoughtful, meaningful performance review can be an opportunity for both a manager and their team member to grow professionally and personally, and how we can think creatively about how to connect with our teams. It's not the easiest path, but the investment in time and effort pays off in the long run. Related podcast: How we're taking the dread out of performance reviews.You can follow Michael on Twitter at @jmichaelprobert and C...
2020-07-06
39 min
JSA Podcasts | Telecom, Digital Infrastructure and Data Center News, Insights + More
ITW 2020 - Q Advisors Sees Uptick in New Revenue and Demand for TMT Clients
Q Advisors reports clients have seen an uptick in new revenue and demand as the world scrambles to go virtualSUBSCRIBE to JaymieScottoTV for the latest Telecom News: https://www.youtube.com/JaymieScottoTV HOMEPAGE: http://www.jsa.net LIKE JaymieScottoTV on FACEBOOK: https://www.facebook.com/JaymieScotto... FOLLOW JaymieScottoTV on TWITTER: https://twitter.com/jsatv
2020-06-23
06 min
Let's Talk Teams
Remote work and the perception of productivity
Our perception of productivity is often skewed by being in the office, sitting at a desk and going heads down. But is that the true measure of productivity? Of course not. In this episode, Michael and Chris are joined by Uptick Solutions Engineer Joel Slotman, who found that completing his 1:1s helped him get a true sense of how he was doing in the remote workplace, and it was better than he thought! Book link Michael mentioned: Atomic Habits by James ClearYou can follow Michael on Twitter at @jmichaelprobert and Chris at @chriszaugg.—
2020-06-08
31 min
Oil News (Daily)
Pump Price Uptick Poised to Continue
Pump Price Uptick Poised to Continue
2020-06-01
01 min
Let's Talk Teams
How to save your 1:1s from being status updates
Boring, "here is my report" 1:1s are typically dreaded by team members and managers alike. Leave status updates to email, Slack and your Microsoft Teams chat. In this episode, Michael and Chris talk about building new habits and how to save your 1:1s tomake them meaningful, rich and a meeting people actually want to join.Related blog: The Update, The Vent, and The Disaster by Rands in ReposeYou can follow Michael on Twitter at @jmichaelprobert and Chris at @chriszaugg.— Let’s Talk Teams is a podcast by Uptick the one-on-one tool that...
2020-05-26
19 min
Jackson Walker Fast Takes
Reagan Marble – What the Uptick in Litigation Means for Oil & Gas Producers and Land Owners
As a result of plunging oil prices, unstable markets have led to an uptick in litigation. Reagan Marble discusses what that means for contracting parties in the oil and gas industry as they get creative in enforcing and invalidating contracts to protect their individual positions. For more information and additional JW Fast Take podcasts and webinars, visit JW.com/Fast. Follow Jackson Walker LLP on LinkedIn, Twitter, Facebook, and Instagram. The music is by Eve Searls. This podcast is made available by Jackson Walker for informational purposes only, does not constitute legal advice...
2020-05-21
07 min
Business India
Uptick in ARPU helps Bharti Airtel trump Reliance Jio in Q3 numbers
Uptick in ARPU helps Bharti Airtel trump Reliance Jio in Q3 numbers
2020-05-19
04 min
Let's Talk Teams
Joining a new team in the middle of a crisis
Joining a new team is stressful enough. But joining a new team in the midst of a crisis, personal or professional, can be daunting. In this episode Michael and Chris are joined by Whitney Hathcock, who recently joined the Uptick team while going through the effects of a tornado in her hometown and the COVID-19 pandemic. She shares some relevant insights that will help managers know how to help the folks they're hiring experience a less stressful transition.Related blog: What Managers Owe Our Teams During Coronavirus by Chris ZauggYou can follow Michael on...
2020-05-18
32 min
Let's Talk Teams
What's really dragging down your team's productivity
Without a clear answer to the questions "why are we doing this", and "how does why I am doing contribute to the vision my manager has", team members will flounder, lose motivation and experience decreased productivity. In this episode, Michael and Chris talk about how productivity is influenced heavily by the team's understanding of the "big picture". Related blog: How to Level Up Your Team’s Productivity in 2020 by Michael ProbertYou can follow Michael on Twitter at @jmichaelprobert and Chris at @chriszaugg.— Let’s Talk Teams is a podcast by Uptick the on...
2020-05-05
25 min
Dealer News Today Podcasts
Barry Stoler, Pres. Len Stoler Automotive, “Already seeing an uptick”
“We're already seeing an uptick in sales” Interview with Barry Stoler, President of Len Stoler Automotive Group. The fifty-three-year-old Auto Group with dealerships from Maryland to New York.Running a dealership in the epicenter. Why our Internet traffic is off the charts.Are we facing a shortage of new vehicles on the horizon?Why dealers need to buy-up as much inventory as they can.Automotive News and Insights from Dealers on the Front-Lines.
2020-05-04
16 min