OC Talk Radio

Letitia Berbaum finds great purpose and fulfillment in her chosen career, dedicated to providing quality investment and strategic planning solutions to her clientele. Passionate about helping clients navigate the intricacies of investing, she specializes in wealth management, wealth transfer strategies, and strategic planning for business owners who desire an exit plan. Often referred to as the “voice of reason”, Letitia enjoys educating clients on the tools and resources that can be implemented to work towards a rewarding outcome and long-term benefits.  Being able to empower others with essential insight for making educated decisions that directly impact their future and progressively work towards their goals is priceless.

Prior to joining the award winning team at Optivest Wealth Management, Letitia served as a Financial Advisor at LPL Financial and Wells Fargo. During her tenure in her previous roles, she developed a multi-faceted skillset that adds value and strength to her role today within Optivest. 

A graduate from California State University, Fullerton with a B.S. in Business Administration and a concentration in Finance, she is also an active member of local and philanthropic communities. She currently serves on the Council of the Orange County United Way Emerging Leaders and is a member of the Orange County United Way Women’s Leadership Council in addition to supporting causes such as cancer research, children’s education and local poverty. Letitia has earned her AIF designation and holds both Series 7 and 66 securities registrations, as well as Long Term Care Insurance, Life & Health, and Insurance licenses. A proud mother of two, in her free time she enjoys spending time with her husband and kids while exploring new places via travel.

The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm PT on OC Talk Radio.

Interested in being a guest on The Zandbergen Report? Email [email protected].

Learn more about Bart by visiting www.BartZandbergen.com

With more than 25 years of dedication and service, Bart Zandbergen is an esteemed Certified Financial Planner and Wealth Strategist. Globally respected as an authority in financial planning and investment advising, he has devoted his career to guiding men and women with diverse portfolios through building, managing and carefully fostering overall financial health. His service first approach and methodical attention to detail has allowed him to play a pivotal role as a trusted advisor to his clientele, team and industry peers throughout nearly three decades of market ebbs and flows. Purpose driven strategies and a forward thinking philosophy have been integral components that Bart has relied on to guide those around him on their road to financial wellbeing and legacy development.

An astute listener, Bart values understanding the wants and needs of his clientele so he can provide customized solutions that work progressively towards the overall goals. Proud to be Partner and Senior Wealth Advisor at Optivest Wealth Management, as well as a Registered Representative of Gramercy Securities, Inc., Bart also is an accomplished public speaker. Earning many accolades throughout the years for his work, his expert point of view has been published in the New York Times, NOBLEMAN Magazine, Agent Inc., and the Orange County Register. His relentless commitment to the evolution of his industry and the up and coming professionals around him is fueled by his discipline driven approach to success which has served as his “True North” over the years.

The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm PT on OC Talk Radio.

Interested in being a guest on The Zandbergen Report? Email [email protected].

Learn more about Bart by visiting www.BartZandbergen.com

While sales functions have changed its evolution has been just as dramatic as its sister discipline of marketing.  In this program, host Mark Godley, CEO of  LeadGenuis will interview Mike D'Onofrio Chief Revenue Officer of LeanData. Mark explores with Mike why today is the best of times to be in sales and the expected future of the sales profession. The program guest host is Mark Godley.

About Mike D’Onofrio

Mike D’Onofrio is the Chief Revenue Officer at LeanData, where he is responsible for the Go-To-Market strategy, including the new business sales effort, business development, customer success and cross sell. Mike’s extensive career includes executive roles at ADP, Cisco WebEx, Zuora and most recently Concur, where he rose to Senior Vice President for Global Small, Mid-Size and National Accounts, growing the business from less than $10 million in recurring revenue to more than $200 million.

Mike has a B.A. in Business and Marketing from California State University, Northridge.

About LeanDataLeanData’s intelligent Demand Management solution helps companies provide a frictionless B2B buying experience. Our lead-to-account matching and sophisticated routing deliver rich, real-time insights into accounts and help sales teams make the most of their demand. More than 350 high-growth businesses such as Nutanix, Palo Alto Networks, Marketo, and Cloudera rely on LeanData to increase pipeline, maximize marketing ROI and close more deals.  Founded in 2012 by Evan Liang and Kelvin Cheung, LeanData is backed by Shasta Ventures, Sapphire Ventures, and Correlation Ventures.   To learn more, please visit leandatainc.com. For media enquiries, please contact [email protected].

About LeadGenius

LeadGenius, based in Berkeley, CA, is a marketing and sales solution that enables B2B companies to identify and connect with their ideal accounts. The LeadGenius solution is powered by best-in-class B2B data which is continually refined through a unique combination of machine learning technology and skilled human researchers. LeadGenius’ customers include industry-leading companies such as Google, Square, Signifyd and eBay.  A Y-combinator company founded in 2011,LeadGenius is a fast-growing software and services company with the heart of a social enterprise and a mission to provide meaningful opportunities to underemployed individuals with digital skills anywhere in the world. 

The host for this program is Mark Godley, President of Lead Genuis

You may also be interested in his guest appearance on the CRM Radio Program:

How to Avoid the Mistakes of the B2B Sales Data Stack

This is a 3 minute and 57 second excerpt from an interview with Katie Bullard, Chief Growth Officer at DiscoverORG.  We asked her what makes the DiscoverOrg approach to database management, a database platform,  different and this is her response.

You can hear the full interview here:

Do you need an Intelligence Platform?

And also this program:

Marketing Intelligence Software: How it Improves Marketing ROI

It's one thing to talk about AI and machine learning and try to filter out the nonsense claims of a hundred companies that say they can deliver information about customers, buyers, competitors and your mom and dad; it's another thing to find someone that has a platform that makes sense of the flood of gobbledygook flowing into your company. In this interview with Katie Bullard, Chief Growth Officer at DiscoverOrg we discuss what a marketing intelligence platform is and isn't and why to compete going forward you have to make some decisions on employing an intelligence platform. The host is Jim Obermayer.

Katie Bullard, Chief Growth Officer, Chief Growth Officer at DiscoverOrg

Prior to joining DiscoverOrg, Katie served in executive leadership roles at Mitratech, Accruent, and Hoover's. She has a bachelor's and masters degree from the University of Virginia. Katie is responsible for leading the global marketing, product management, and partnership functions at DiscoverOrg. She brings 15 years of marketing, product, and strategy experience in global, high-growth technology businesses to her role at DiscoverOrg.

DiscoverOrg

DiscoverOrg is the leading global sales and marketing intelligence tool used by 4,000 of the world's fastest growing companies to accelerate growth. DiscoverOrg's award-winning solutions provide a stream of accurate and actionable company, contact, and buying intelligence that can be used to find, connect with, and sell to target buyers more effectively – all integrated into the leading CRM, SDR, and Marketing Automation Tools in the market. DiscoverOrg has a team of over 250 researchers refreshes every data point at minimum every 60 days – ensuring customers reach the right buyers with the right message at the right time.

Show Notes  I am super excited about our special guest today, Sherry Benjamins, who is the President and Founder of highly successful Talent Search Firm, S. Benjamins and Company. Today Sherry and I will engage in a discussion on the dynamics of an entirely new concept of what the workplace and the world of work is going to look like in the very near future. In fact, many companies have already adopted or are in the process of adopting these changes. The old idea of 9 to 5, show up at the office, do your delegated job and go home is quickly becoming outdated. There is a New Show in the world of Work and that’s what we will be discussing today. First let me tell you a bit about Sherry. Sherry Benjamins has over 25 years experience in business management, talent strategy consulting, and helping companies find great leaders. Her expertise is in consulting with senior management on strategic work and worker issues in, what is now, unpredictable and changing business landscapes. She is the perfect person to have a conversation about the world of work.   You can reach Sherry at [email protected] Or for her HRoundtable at www.hroundtable.com   For more with Charlie Hedges please visit www.thenextchapter.life

I'm very honored to have Jill Konrath join me to talk about her latest book, More Sales, Less Time.  

Jill Konrath’s career is defined by her relentless search for fresh strategies that actually work in today’s sales world.Listen in to hear how someone with a Bachelors in Education ended up getting into sales, let alone becoming a keynote speaker in one of the world's preeminent sales office.

Jill shares some great insights including the inspiration behind her books. 

"It starts with a problem. It always starts with a problem and in every case and every book I've written it started with a problem that I faced. And when I face it initially, I get really discouraged and I bat my head against the wall and say, oh I'm so stupid. I can't figure it out and then I finally realize that it's not just my problem, but other people are struggling with that issue, too. And then I go to work and it becomes like a puzzle to me and how to solve it. So, I actually dig in and wrestle with the material myself til I can figure out what works today. And then, again I guess because I do come from teaching roots it's real important for me to make it easy for people to understand.

PEOPLE ARE BUSY! 

"When people are this busy, you have to fundamentally shift how you do things in order to peak your curiosity, make them stop and listen and actually then respond to you and say, hey I'm interested in learning more."

STRIVE FOR MAXIUM IMPACT:

"One thing I always try to stress with people is that they really need to stop and think about what they're doing and they need to strive for maximum impact in every single customer interaction and that customer interaction may be a 20 second email message. Maybe a 60 word ... or 20 second phone message, a 60 word email message, you know, but what can you do to have the maximum impact and I think way too many people in sales just say, make more, do more, send more, have more meetings. But, to me the smartest thing to do is ensure that every single interaction provides some value and moves you toward things"

Keep listening to hear Jill's perspective about women in sales and a lot more! 

Read the entire transcription on the Heinz Marketing Blog on Monday, 3/12/18.

With a background in creating indecis, Scott took the United Nations' 17 Sustainable, Development Goals and created an ETF containing those companies that address one or more of the these U.N. Goals.  After providing his insight into the accuracy of index ETF's, Scott discusses the genesis of Serenity Shares formation.  Filtering all stocks, looking to identify those companies that  focus on achieving one or more of these SDG's, resulted in the selection of 110 companies, who form the index and ETF.  Very interesting, especially for those who seek to "...invest for a return while making a difference."  Scott gave presentations at the Annual Sustainable, Responsible Impact Investing Conference in late 2017.

The sales pipeline, aka the sales funnel is the long-standing measurement of the past, present and future for a company.  In the not too distant past marketing dumped demand into the beginning (top) of the pipeline and sales took responsibility for the rest of the process.

For years marketing has chipped away, usually unintentionally, at various steps of the sales pipeline to aid the salespeople.  Most of this is made possible by marketing automation and telemarketing being managed by marketing. After reading some of the more recent research from Velocify of late and comments by people I respect, I think that the sales pipeline ownership has finally shifted from sales to marketing.  Marketing in more sophisticated companies probably manages more than 50% of the pipeline steps now and to me that means ownership has shifted.

Jim Obermayer is the host with the commentary this week.  Guests may call in on the studio lines at:

1st 949-330-7761

2nd 949 330 7762

SLMA Radio Sponsorship

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We have all heard about how you can make your life more balanced when you declutter your closets and your life. But what about your data? Can you really make yourself better understood when you turn your data into a three-act narrative? Today we will hear from Neelesh Varde who will help us unlock the secrets of how to unlock the visually appealing stories in your complex data.

Neel Varde is a Global Product Manager for Roquette and an Adjunct Instructor in WVU's IMC and DMC programs. In his job at Roquette he is responsible for several brands of food and pharmaceutical ingredients and is heavily involved in data visualization through sales and pricing management.

He is the developer and current instructor for the IMC Global Brand Communication Course and the DMC Data Visualization Course. His background includes a B.S. from the University of Michigan (summa cum laude) and an M.S. and Ph.D. from the University of Illinois at Urbana-Champaign, and an M.B.A. (with Honors) from the University of Chicago Booth School of Business with concentrations in Marketing Management and Econometrics & Statistics. He is a member of the Institute of Food Technologists (IFT) and the Data Science Association and is on the SciTech Advisory Board at the Good Food Institute.

Confessions of a CMO: The Secrets and Successes Behind B2B’s Revenue Leaders

You can also read the transcript (and listen to this episode) on the Heinz Marketing Blog starting Mon. 3/5/18.  

Listen in on a great discussion about Integrated Marketing.  Joe believes marketing (and economics) are about the audience and never about you.  Find out how a Government Major ended up in B2B Marketing and if he cares about events like Webinar World making money or not.  

Listen to the end to learn who has inspired and influenced Joe in his marketing career.   

As CMO, Joe Hyland is responsible for driving the global marketing, communication and brand strategy for ON24. He has over a decade of experience creating and marketing innovative products in the enterprise and SaaS software markets. Before joining ON24, Hyland was the CMO at Taulia, the SaaS market-leading financial supply chain company. He holds a Bachelor’s degree from Dartmouth College