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Welcome to The Adapter’s Advantage: Breakthrough Moments that Lead to Success, the podcast that brings you insider stories of the moments that mattered—turning points on the sometimes rocky road to success. Our guests are leaders in sales, training, enterprise learning, and academia, who share how they’re adapting to the changing world. These interviews are informative, inspirational, and based on real-world experiences to help listeners learn how their organizations can adapt to change. The host is Mark Magnacca, president and co-founder of Allego, the workforce training and readiness platform built for distributed teams.
Episodes
Tuesday Sep 20, 2022
Coaching Advisor Growth | Cheri Lytle
Tuesday Sep 20, 2022
Tuesday Sep 20, 2022
Cheri Lytle is Managing Director, Head of Chase Wealth Management Advice and Strategy at JPMorgan Chase Bank, N.A. Cheri has an extensive track record of developing leaders and advisors, implementing organizational change, and managing merger and acquisition integrations. Cheri’s organization provides market insights, investment expertise, practice management, and tools to enable financial advisors to help clients achieve their financial goals.
Born a coal miner’s daughter in West Virginia, Cheri graduated from West Virginia University with a Bachelor’s Degree in Organizational Psychology and a Master’s degree in Business Human Resources & Labor Relations.
Cheri began her career at General Electric Aircraft Engines, leading global systems initiatives across ten countries. She then held various leadership positions at Bank of America within bank branch operations, credit card, and small business.
Prior to joining JP Morgan Chase, Cheri was head of advisor strategy and development at Merrill Lynch Wealth Management, where she led the advisor development program for 3,500 advisor trainees and implemented practice management strategies for 15,000 financial advisors. Previously she led human resources and leadership development for Merrill Lynch.
Show Notes
https://www.linkedin.com/in/cheri-lytle-9503a0147/
https://www.linkedin.com/company/jpmorganchase/
https://www.jpmorganchase.com/
Tuesday Sep 13, 2022
Activating Sales Strategy | Lori Richardson
Tuesday Sep 13, 2022
Tuesday Sep 13, 2022
Sales influencer, keynote speaker, strategist, and author Lori Richardson runs the sales strategy firm Score More Sales, which helps company leaders in SaaS, tech, telecom, manufacturing, distribution, financial services and professional services solve sales issues and grow revenue.
Lori founded Score More Sales in 2002 to help companies grow revenues through strategic sales efforts, using lessons learned from 20 years in B2B sales and leadership roles.\
Lori is the author of “She Sells,” written to help company executives and sales leaders find, recruit, retain, and promote more women into sales and leadership roles. She hosts the award-winning podcast, “Conversations with Women in Sales,” and is an expert worldwide on creating inclusive sales teams. Lori also is President of Women Sales Pros and the creator of the She Sells Summit.
Show Notes
https://www.scoremoresales.com/
https://twitter.com/scoremoresales
https://www.linkedin.com/in/scoremoresales/
https://womensalespros.com/
https://womensalespros.com/podcast/
https://www.linkedin.com/company/sales-secret-book/
Tuesday Aug 09, 2022
Driving Diversity & Fueling Growth | Ryan Thompson
Tuesday Aug 09, 2022
Tuesday Aug 09, 2022
Ryan Thompson, Senior Director, Global Sales Training at Medtronic, has twenty-two years of experience in the pharmaceutical and medical device industries. He is a seasoned executive and people leader of international teams and large-scale change initiatives.
Currently, Ryan leads the Surgical Innovations global learning innovations team that is focused on identifying, piloting, and implementing the latest technologies used in the learning and development space.
Ryan is a proud member of the Citizen Potawatomi Nation and in 2019 founded the Medtronic American Indian Employee Resource Group driving inclusion and diversity across the organization.
Ryan is a co-founder of the VTA: Ventilator Training Alliance, which created a transformational ventilator training solution during the pandemic. The VTA app provides a free multi-vendor library of training and product materials for medical professionals. As a result of this work, he received a 2020 Global IT Award, 2020 International Stevie Award, and the 2021 Medtronic Star of Excellence Award.
Ryan received his B.S. in Science Business from the University of Notre Dame.
Show Notes:
https://www.linkedin.com/in/ryan-thompson-a24b2a93/
https://www.potawatomi.org/
https://www.medtronic.com/covidien/en-us/ventilator-training-alliance.html
Tuesday Jul 12, 2022
Winning Sales With Video | Todd Hartley
Tuesday Jul 12, 2022
Tuesday Jul 12, 2022
Todd Hartley is the rockstar of remote selling, video marketing, and sales optimization. He’s one of Tony Robbins’ Business Mastery faculty speakers and delivers high-octane keynotes all over the world.
His track record of being years ahead of his industry is why billion-dollar companies, celebrities, and world leaders hire him to develop their sales and marketing strategies. Some of his clients include 23andMe, Justin Timberlake, MD Anderson, The Home Depot, and an American President.
Todd’s tactics earned his ROI-focused video, marketing, and sales optimization agency, WireBuzz, a spot on Inc 5000’s list as one of the fastest-growing privately held businesses in America in 2020.
Growing up, Todd struggled with dyslexia and attention disorders. Today, Todd is a proud alumnus of the University of Arizona, an advisor to the Chairman of the President’s Cancer Panel, and a board member for the American Society of Breast Surgeons.
He is also a member of the SALT Center advisory board — University of Arizona’s academic support program for students with learning disabilities and attention disorders.
From 2003 to 2007, Todd led digital marketing campaigns for ClearChannel & iHeart Radio. Todd’s early prioritization of video as a business tool catapulted his career as a digital marketer, agency owner, and keynote speaker.
Show Notes:
https://www.linkedin.com/in/videotodd/
Tuesday Jun 21, 2022
Building Customer Relationships | Jon Ferrara
Tuesday Jun 21, 2022
Tuesday Jun 21, 2022
Jon Ferrara is a serial entrepreneur, CRM pioneer, speaker, and leader in the relationship economy, which is the foundation of social selling and modern-day sales. He's been recognized by Forbes as one of the Top 10 Social CEOs, one of the Top 10 Social Salespeople in the World, and one of the Top 100 Marketing Influencers.
Ferrara is the founder and CEO of Nimble, an award-winning social sales and marketing CRM for individuals and teams. He launched Nimble to help people nurture their personal and business relationships across email and social networks such as Twitter, Facebook, and LinkedIn. Nimble is ranked #1 in Overall Satisfaction by G2 Crowd.
He’s best known as the co-founder of GoldMine Software Corp, one of the first Customer Relationship Management (CRM) platforms for Small to Medium sized Businesses (SMBs). In 1999, Goldmine was acquired by FrontRange.
Ferrara is an advisor to multiple start-ups and established companies. He also donates time to local business colleges and entrepreneurial programs including the Entrepreneurial Program at USC Marshall School of Business.
Show Notes:
https://www.linkedin.com/in/jonvferrara/
Friday Jun 17, 2022
Reinventing Sales Content | Mitchell Haber
Friday Jun 17, 2022
Friday Jun 17, 2022
Mitchell Haber, regional sales director at OneAmerica Financial Partners, is a top performer who has trained thousands of financial advisors. His leadership and guidance for the regional offices includes sales, marketing, and service. In this episode, Mitch shares how he pivoted during the pandemic to find creative approaches to serving customers and the advisor community, the importance of disrupting complacency, alternative ways to deliver content, and the value of strategic partnerships.
Show Notes:
https://www.linkedin.com/in/mitchell-haber-21931a14/
https://www.oneamerica.com/
The views and opinions expressed in this material are solely those of the participants and do not necessarily reflect the views and opinions of any of the companies of OneAmerica. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.
About OneAmerica®
A national provider of insurance and financial services for more than 140 years, the companies of OneAmerica help customers build and protect their financial futures. OneAmerica offers a variety of products and services to serve the financial needs of their policyholders and customers. These products include retirement plan products and recordkeeping services, individual life insurance, annuities, asset based long-term care solutions and employee benefit plan products.
Other entities referenced are not affiliates of the companies of OneAmerica unless otherwise noted.
Tuesday Jun 07, 2022
Mastering the Omnichannel Sale | Jennifer Stanley
Tuesday Jun 07, 2022
Tuesday Jun 07, 2022
Jennifer Stanley is a partner at McKinsey & Company where she leads the Sales & Channel Management Practice for North America. She has over twenty years of experience specializing in go-to-market (GTM) transformations for B2B companies in a wide range of highly competitive industries, with particular emphasis on complex, omnichannel ecosystems.
From the design of omnichannel strategy and architecture to the reorganization of the sales force, including digital sales, strategic key-account planning, and the development of capability-building programs, Jennifer brings a rich foundation of practical experience and insights from years of McKinsey research and client work.
Outside of Jennifer’s client work, she has served in various volunteer alumni roles at the University of Tennessee, she’s a frequent author on B2B sales topics, and speaker at industry forums.
Prior to joining McKinsey, Jennifer held various sales and marketing positions in a travel-related organization while concurrently completing her higher education. She also taught sales management and organizational leadership at the university level.
Show Notes:
https://www.linkedin.com/in/jenniferstanley/
https://www.mckinsey.com/business-functions/marketing-and-sales/our-insights
Monday May 23, 2022
Having a Bias for Action | Brian Shortsleeve
Monday May 23, 2022
Monday May 23, 2022
Brian Shortsleeve is co-founder and managing director of M33 Growth, a venture, and growth-stage investment management firm that seeks to rapidly scale and build industry-leading companies. He is passionate about helping founders and CEOs win in their markets.
Prior to founding M33, Brian served as the chief administrator and acting general manager of the Massachusetts Bay Transportation Authority (MBTA). He was handpicked by Governor Charlie Baker in 2015 to develop a plan to put the MBTA on the path to long-term fiscal sustainability. During his tenure, Brian led efforts to reduce the operating deficit, leverage technology, and industry partnerships to modernize business processes and accelerate the pace of state-of-good-repair capital investment.
Before the MBTA, Brian spent 14 years in strategy consulting and investing at Bain & Company, H.I.G. Capital, and most recently, General Catalyst, where he served as a managing director and led investments in software and technology-enabled services companies. Brian served on the boards of Axium Software (acquired by Deltek), CLEAResult (acquired by General Atlantic), Envoy Global, Oceans Healthcare, and OGSystems.
Brian is a Massachusetts native, a graduate of Harvard College and Harvard Business School, and served as a Marine officer in Bosnia-Herzegovina and the Persian Gulf. He was named one of the 50 Most Influential People in Boston by Boston Business Journal and one of the 2016 Game Changers by The Boston Globe.
Show Notes:
https://www.linkedin.com/in/brian-shortsleeve-1ba5a5a/
https://www.m33growth.com/
https://twitter.com/brianshortsleev
https://pioneerinstitute.org/
Tuesday May 10, 2022
Finding Your Superpower | Tiffani Bova
Tuesday May 10, 2022
Tuesday May 10, 2022
Tiffani Bova is the global growth evangelist at Salesforce and the author of the Wall Street Journal bestselling book GROWTH IQ: Get Smarter About the Choices that Will Make or Break Your Business. Tiffani has been named to the latest Thinkers50’s list of the world’s top management thinkers and is a welcomed guest on Bloomberg, BNN, Cheddar, MSNBC, and Yahoo Finance, among others.
Tiffani also contributes to publications including Harvard Business Review, Forbes, Entrepreneur, Diginomica, Quora, Thrive, Rotman School of Management and Duke Dialogue Review. She is a change maker who’s thought-provoking and forward-thinking insights have made her a frequent guest on a variety of industry-leading podcasts and live broadcasts.
Tiffani was named one of Inc. Magazine’s 37 Sales Experts You Need to Follow on Twitter, a LinkedIn Top Sales Expert to follow in 2018, 2019 and 2020, a Top 100 Women in Tech, a Brand Quarterly Magazine Top 50 Marketing Thought Leader, and one of the most Powerful and Influential Women in California according to the National Diversity Council.
Show Notes:
https://www.linkedin.com/in/tiffanibova/
https://www.tiffanibova.com/whats-next-podcast/
Tuesday Apr 26, 2022
Creating Hype | Michael F. Schein
Tuesday Apr 26, 2022
Tuesday Apr 26, 2022
Michael F. Schein is the founder and president of MicroFame Media, a marketing agency that specializes in making idea-based companies famous in their fields. Some of his clients have included eBay, Magento, The Medici Group, University of Pennsylvania, Gordon College, University of California Irvine, United Methodist Publishing House, Ricoh, LinkedIn, and Citrix.
His writing has appeared in Fortune, Forbes, Inc., Psychology Today, and Huffington Post, and he is a speaker for international audiences spanning from the northeastern United States to the southeastern coast of China. His book The Hype Handbook: 12 Indispensable Success Secrets From the World’s Greatest Propagandists, Self-Promoters, Cult Leaders, Mischief Makers, and Boundary Breakers was released by McGraw Hill in 2021.
Show Notes: