Best Recruit CRM Podcasts (2025)

1
CRM Automation Success in Recruitment for Non-Tech Founders to Scale Niche Firms with Holly Langley 48:53

27d ago48:53

48:53

Welcome to The Engine - Founders' Stories Podcast. Host Donna Owen chats with Holly Langley, founder of RE:STACK, a company helping recruiters get more from their tech. Holly shares how she went from nannying to leading a niche CRM consultancy. She talks about the power of saying no, building a strong team, and learning cash flow the hard way. With…

1
Is Your Tech Stack Costing You Clients? 21:32

3d ago21:32

21:32

Brian and Sue dig deep into: -Why “siloed platforms create siloed advice” - and how to break out of that trap. -What integrated ecosystems can do to enhance client experience, advisor efficiency, and scalability. -The hidden costs of redundancy and how to identify them in your current tech stack. -How AI and automation are transforming client servi…

1
It’s Not Just the Payout - It’s the Profitability 33:37

5d ago33:37

33:37

Show Highlights: -The emotional allure of upfront transition compensation - and why it’s misleading -How to evaluate a deal over 10-15 years, not just day one. -Common pitfalls advisors overlook when calculating effective payouts. -How Elite’s pro forma models bring hidden deal structures to light. -Why choosing the right firm can double or triple …

1
Desiree Goldey on leading with purpose 31:57

6d ago31:57

31:57

In this final episode of The Recruitment Podcast by Recruit CRM, host Kate O’Neill closes the season with a powerful conversation featuring Desiree Goldie, director of marketing and culture at ZRG Embedded Recruiting and Interim Solutions. Desiree shares her insights on what it takes to lead effectively in recruitment, blending strategy with empath…

1
The enterprise month in review - AI recruitment misadventures, and other picks and pans 1:10:32

4d ago1:10:32

1:10:32

Get ready for another round of enterprise highs and lows, with Brian Sommer and Jon Reed issuing their top picks (and pans) of the month, and unveil another unexpected half-time segment - deconstructing AI and recruiting, with surprise guest Bonnie Tinder of Raven Intel. The three dig into the provocative prediction of the end of recruiters in six …

1
Enterprise keynotes are legacy, and LinkedIn is now the business TikTok? B2B video with Brent Leary 1:01:24

4d ago1:01:24

1:01:24

Is LinkedIn now the business TikTok? Are keynotes legacy artifacts? And why are Watch Parties the future of enterprise keynotes? Here's the full version of Jon Reed's talk with Brent Leary of CRM Playaz - where we learn why unscripted video content is more trusted - and builds buyer confidence. Note: you don't need the video version for this one, b…

1
Can You Trust AI With Your Succession Plan? 28:29

10d ago28:29

28:29

Key Highlights Include: -Why branding is more than a logo - it’s a buyer’s first impression. -What top-tier buyers look for beyond just AUM and revenue. -The biggest mistake sellers make when announcing a transition. -How to ensure smooth client retention post-sale. -Why advisors should start planning five years out (at least!). -When and how to co…

1
Greatest Hits - The Truth Behind Transition Deals 22:06

12d ago22:06

22:06

Topics covered include: -Why comparing payout percentages rarely tells the full story. -How custom pro formas cut through the noise and reveal the real net numbers. -The top mistakes advisors make when analyzing firm economics. -How a $100K difference can shrink fast when you factor in headcount, taxes, and firm fees. -What actually moves the needl…

1
How to Fix the Skills Gap (It's Not What You Think) (Ft. Christelle Keefer) | Ep. #61 39:56

12d ago39:56

39:56

Is the "skills gap" real, or is it just the story we've been told to believe? In our first-ever on-location episode of HIRED! The Podcast, host Travis Miller travels to the U.S. headquarters of ABB Robotics to find out. He sits down with Christelle Keefer, Global Segment Manager for Education at ABB, to investigate the surprising truth about retrai…

1
How AI Founders Built and Sold a Startup in 2 Years to Achieve Early Exit Success with Thomas Vose 43:53

13d ago43:53

43:53

Welcome to The Engine - Founders' Stories Podcast. Host Donna Owen is joined by Thomas Vose, founder of HireAra, a startup that uses AI to help recruiters format CVs. From a student project to a big tech acquisition, Tom talks about how he turned a simple idea into a fast-growing business and shares lessons on risk, teamwork, and the future of AI. …

1
How Your CRM Can Build Client Loyalty 14:11

17d ago14:11

14:11

Key takeaways include: -Why CRM data should go beyond KYC and track personal life events. -How small CRM details can make or break client trust. -The four-part CRM strategy Sue uses with advisor clients. -Real examples of how automation drives loyalty and referrals. -What to expect in a CRM consulting engagement with Elite and JEDI. Whether you're …

1
Calling All OSJ's 23:18

19d ago23:18

23:18

Key highlights include: -Why every OSJ is claiming “growth support” - and how to prove yours is different. -The importance of building a defined support team, not just a friendly face. -The role of succession planning, niche services, and event programming in advisor attraction. -How to shift your firm from “we say we do this” to “here’s exactly ho…

1
How Introvert Founders Succeed without Personal Branding in a Broken System with Luke Pilfold Thomas 49:27

20d ago49:27

49:27

Welcome to The Engine - Founders' Stories Podcast. Host Donna Owen chats with Luke P. (Luke Pilfold Thomas). He is an investor and board advisor at ProDataStack, an investor and NED at Dote and Talentloop, as well as the investor and co-founder of Aitemology. Additionally, he serves as the investor and chief strategy officer at Finity and a behind-…

1
Future-Proofing Your Tech Stack: What Advisors Need Now 22:59

24d ago22:59

22:59

Key Highlights: -Signs your current tech stack might be holding you back. -Why decentralized, stagnant systems are a red flag. -The importance of automation, integration, and mobile access. -What top-performing firms are using today (hint: Salesforce, AI, and more). -How to evaluate new tools without getting overwhelmed by vendor hype. -The hidden …

1
Greatest Hits - Ameriprise at IGNITE: A Live Conversation on Empowering Advisors and Driving Change 41:02

26d ago41:02

41:02

From creating meaningful advisor experiences to staying agile in a fast-moving industry, Brian shares his perspective from the top - and what it takes to lead with purpose. Tune in for behind-the-scenes insights from the IGNITE conference floor.By Frank LaRosa, Brian Mora

1
TSL S3E14 - "What is Technical Sales" - John DiMare, Agilent Technologies 56:24

27d ago56:24

56:24

Check out the TIES Sales Showdown at www.tx.ag/TIES Visit The Sales Lab at https://thesaleslab.org and check out all our guests' recommended readings at https://thesaleslab.org/reading-list To listen to The Sales Lab Podcast on your favorite apps, visit https://thesaleslab.simplecast.com/ and select your preferred method of listening. Connect with …

1
Harnessing LinkedIn for inbound leads with Clark Willcox 33:33

27d ago33:33

33:33

In this episode of The Recruitment Podcast by Recruit CRM, host Kate O’Neill chats with Clark Wilcox, founder of The Digital Recruiter and host of the Digital Recruiter podcast. Clark brings over a decade of recruiting and sales experience, sharing how his personal journey and resilience shaped his unique approach to recruitment and marketing. Here…

1
Why Advisors Struggle with CRM Adoption - and How to Fix it 29:53

1M ago29:53

29:53

Highlights include: -Why the “decision-makers” are often not the “doers” - and how that derails success. -The importance of internal champions (and the risks of choosing the wrong one). -How to turn resistance into results with empathy, inclusion, and smart incentives. -JEDI's approach to change management and tech implementation that actually work…

1
Is PE Worth It? Don't Get Enamored By The Check 48:20

1M ago48:20

48:20

Key highlights include: -The difference between top-line and bottom-line deal structures, and what that means for your autonomy. -Why nimble capital from family offices might outperform “big name” PE firms. -What to ask before giving up equity, including the real cost of future clawbacks. -How the wrong deal can make you feel like a W-2 employee al…

1
SaaS Lessons for Founders to Rebuild After a Failed Launch Using the Power of User Data | Alexandra 42:04

1M ago42:04

42:04

Welcome to the Founder Stories Podcast. Host Donna Owen talks with Alexandra Chirica, founder of Recfindr, a new tech tool helping recruiters manage client deals better. From her early days in recruitment to starting a tech business, Alexandra shares her journey, why she pivoted her product, and how she raised funds as a solo founder. She opens up …

1
Data-Driven Decision Making: Enhancing Client Relationships 44:50

1M ago44:50

44:50

Key Topics Covered: -How to score and segment your clients using real engagement metrics. -The difference between gut instinct and data-driven decisions. -CRM limitations and how to work around them. -Ways to use data to both increase and protect your revenue. -Why private equity firms and bankers are demanding better firm data. Whether you’re look…

1
From Deal to Done: The Smooth Succession Timeline 29:20

1M ago29:20

29:20

Key Topics Covered: -What buyers can do to become “preferred” with intermediaries and sellers. -Timeline expectations from LOI to purchase agreement. -How financing, compliance, and legal factors can stall (or kill) deals. -Why CRM/data integration is often overlooked - but critical. -The power of clear workflows, automated systems, and back-end ea…

1
The Retirement Trap for Underserved UK Workers to Unlock Lost Pensions with Royden Greaves 53:17

1M ago53:17

53:17

Welcome to the Founder Stories Podcast. Host Donna Owen is joined by Royden Greaves, founder of Jarvis, a fintech company that helps people understand and manage their pensions. From his early days growing up in Montserrat to leading a tech startup, Royden shares his journey, his passion for financial education, and how Jarvis is making pensions ea…

1
Diane Prince’s 8-figure recruitment business framework 31:02

1M ago31:02

31:02

In this episode of The Recruitment Podcast by Recruit CRM, host Kate O’Neill sits down with Diane Prince, an accomplished entrepreneur and recruitment expert with over 25 years of experience building and selling multi-million dollar staffing agencies. Diane shares her intentional approach to entering the recruitment industry and offers a proven fiv…

1
Making Your Data Work for You 21:10

1M ago21:10

21:10

Key highlights include: -Why most advisors pause when asked: “How is your data helping you make better decisions?” -The difference between basic CRMs and scalable platforms - and how to choose what’s right for you. -How automations and integrations can cut onboarding times from 15 minutes to 3. -The importance of a "Jedi Health Check" for your firm…

1
The Exit Mindset: When, Why, and How to Plan Your Succession 23:19

2M ago23:19

23:19

Key highlights include: -Why many advisors wait too long - and how that can cost them. -Common emotional roadblocks and how to overcome them. -The difference between financial readiness and business readiness. -Mistakes sellers make when engaging with buyers. -Why a clear "why" can determine the success of your exit. Whether you're actively conside…

1
TSL S3E13 - "What is Technical Sales" - Richard Farmer, Apellis Pharmaceuticals 59:44

2M ago59:44

59:44

Check out the TIES Sales Showdown at www.tx.ag/TIES Visit The Sales Lab at https://thesaleslab.org and check out all our guests' recommended readings at https://thesaleslab.org/reading-list To listen to The Sales Lab Podcast on your favorite apps, visit https://thesaleslab.simplecast.com/ and select your preferred method of listening. Connect with …

1
Hot topics live at SAP Sapphire Orlando 2025 - the ASUG Hub "ask us anything" edition 32:50

2M ago32:50

32:50

At the end of the first official day of SAP Sapphire Orlando 2025, we taped a live podcast at the ASUG Hub with questions from the audience. On the mic: Jon Reed, your host, ASUG CEO Geoff Scott and analyst Josh Greenbaum. We gave our instant keynote reactions, and discussed the topics SAP needs to address to deliver for users - at Sapphire and als…

1
Enterprise Month in Review - the Mary Meeker + Accenture trend predictions blowout 1:20:57

2M ago1:20:57

1:20:57

As event season winds down, prognosticators have a lot to say about the future of the enterprise. Do Jon and Brian agree, or are these fever dreams? Let's review what we've learned this spring - and where customers go from here. As always, bring your savviest and snarkiest commentary, as you are an integral part of this show....…

1
Is Your CRM a Cybersecurity Risk? 17:24

2M ago17:24

17:24

Key Highlights: -Why financial CRMs are prime targets for cyberattacks. -The most overlooked vulnerabilities in platforms like Salesforce and Wealthbox. -Field-level vs. org-level security and why both matter. -The role of multi-factor authentication in a cloud-first world. -How AI is evolving both cyber threats and defense strategies. -Simple step…

1
EP 174: How to streamline operations and drive sustainable growth with Rachael Becker, Founder & CEO of RB Builds 45:18

2M ago45:18

45:18

Rachael Becker, Founder & CEO of RB Builds, joins host James Mackey to discuss business efficiency, tech transformation, and creating standout user experiences. With a unique blend of expertise across operations and technology, Rachael shares actionable insights on how organizations can streamline processes, improve internal alignment, and scale su…

1
Inside the Transition: What Really Happens When Advisors Moves 54:25

2M ago54:25

54:25

Key Highlights: -How long it really takes to prepare and execute a successful move. -What you can - and can't - say to clients during a transition. -The emotional cost of waiting too long to leave. -Why your assistant should be part of the due diligence process. -Using the transition conversation to grow your book of business. -Legal tips for navig…

1
Where's the Creativity in AI Recruiting? 41:52

2M ago41:52

41:52

In this episode, hosts Andrew Gadomski and Jason Roberts dive into the current state of AI in recruitment, discussing its limitations and potential. They explore why most AI solutions today lack true creativity and are merely automating repetitive tasks rather than bringing innovative solutions to the table. Key topics include the challenges of end…

1
Charlotte Smith on leading with data 31:22

2M ago31:22

31:22

In this episode of The Recruitment Podcast by Recruit CRM, host Kate O’Neil speaks with Charlotte Smith, Director of People and Performance at Trilogy International, about how recruitment leaders can effectively use data to drive performance without micromanaging. With nearly 20 years in the industry, Charlotte shares her expertise in leveraging da…

1
Salesforce Connections 2025 - the podcast review 32:34

2M ago32:34

32:34

On the final afternoon of Salesforce Connections, I catch up with Rebecca Wettemann, CEO of Valoir, to make sense of the what we just saw. Rebecca has some instructive thoughts on Salesforce's planned acquisition of Informatica - a topic we didn't hear much about at the show, but one worth discussing. We also discussed how this show compared with V…

1
From Chaos to Clarity: Streamlining Operations with Data 24:58

2M ago24:58

24:58

Key Highlights: -The true cost of operational disorganization - and how to measure it. -Why “progress, not perfection” is the key to implementation. -How to identify bottlenecks using data and process tracking. -The concept of Kaizen and continuous improvement in firm operations. -Simple steps to begin streamlining your business today. If you’re an…

1
Is this the end of "do-not-reply marketing"? A hot take from Liz Miller at Salesforce Connections 2025 13:23

2M ago13:23

13:23

At Salesforce Connections 2025, Salesforce announced the Marketing Cloud Next - as the end of "do-not-reply" marketing. Is this a realistic goal for marketers? Is Marketing Cloud ready for the challenge? Time for a quick hot take from Constellation's Liz Miller, who was up for the challenge.By Jon Reed

1
Finding Your Freedom and Doubling Your Revenue 31:31

2M ago31:31

31:31

Highlights include: -Why the advisor walked away from a traditional bank model -How he overcame fear and successfully transitioned legacy clients -The surprising benefits of affiliating with an RIA-only firm -Reinvesting in growth: marketing, branding, and staffing -Building deeper client relationships through business ownership -What “freedom” rea…

1
Why CRM Fails—And What CEOs Must Do About It (Ft. Brian Gardner) | Ep. #60 39:04

2M ago39:04

39:04

Why do so many CRM systems fail even with the best tools in place? In this episode of HIRED! The Podcast, host Travis Miller sits down with Brian Gardner—founder of SalesProcess360 and author of CRM for CEO—to explore why CRM adoption often falls flat and what leadership can do to change that. From managing resistant sales stars to turning CRM into…

1
Marketing Funnels for Advisors: From Stranger to Client 19:48

2M ago19:48

19:48

Listen in as they cover: -What “top, middle, and bottom” of funnel marketing really means. -How to cast a wide net without diluting your message. -Why nurturing leads is a skill advisors can’t afford to ignore. -The difference between posting content and intentional outreach. -How trust and patience are the real accelerators of growth. If you’ve ev…

1
EP 173: Unlocking Value: Latin American engineering teams for US companies with Gino Ferrand, CEO of Tecla 36:05

2M ago36:05

36:05

The landscape of global talent acquisition is evolving rapidly, and nearshore engineering teams in Latin America have emerged as a strategic solution for US-based tech companies. In this insightful conversation, host James Mackey and Gino Ferrand, Founder and CEO of Tecla, explore why Latin American engineering teams are becoming increasingly attra…

1
The Real Cost of Doing Nothing: How Inaction Hurts Advisor Growth 31:02

2M ago31:02

31:02

Key Highlights: -Why “not deciding” is still a decision - and often an expensive one. -How long-term inaction can lead to seven-figure opportunity losses. -Real-life stories of advisors who waited too long to make a move. -The importance of intentionality when exploring independence. -Why your clients care more about you than your current firm. -Th…

1
The Future of Recruitment: AI, Automation, and Human Connection 23:19

2M ago23:19

23:19

In this episode of the Recruiting Technology Podcast, host Jason Roberts is joined by Felix Wetzel to discuss the transformative potential of artificial intelligence (AI) in recruitment. They explore Felix's 'Recruitment Renaissance Manifesto,' emphasizing the need to reimagine recruitment processes rather than just automating them. The conversatio…

1
Strategic hiring: Stephanie Cramer’s game plan 34:29

2M ago34:29

34:29

In this episode of The Recruitment Podcast by Recruit CRM, host Kate O’Neil speaks with Stephanie Cramer, a talent acquisition strategist and people operations leader, about transforming talent acquisition into a strategic advantage for organizations. With experience in fast-growth, values-driven companies, Stephanie shares her insights on building…

1
Stop Losing Leads: How a CRM Captures Every Opportunity 29:31

2M ago29:31

29:31

Key highlights include: -Why your CRM is only as powerful as your process - and how to fix it -What “lead scoring” really means and how it helps you prioritize outreach -How client journeys within a CRM support long-term relationship building -Real-life examples of turning cold leads into warm opportunities -What happens when you don’t follow up - …

1
How to Build a Practice That Attracts a Premium Buyer 37:26

2M ago37:26

37:26

Highlights include: -The real difference between recurring and advisory revenue—and why it matters for your valuation. -Why managing client assets yourself can decrease your business’s value. -Red flags buyers look for, including data disorganization, aging client bases, and weak G2s. -The role of infrastructure, compliance, and staff continuity in…

1
EP 172: AI, hiring, and the new talent equation with Steve Bartel, CEO of Gem 42:26

2M ago42:26

42:26

With markets reacting to global uncertainty and AI transforming the hiring landscape, both job seekers and recruiters are recalibrating their strategies. Join host James Mackey and Steve Bartel, CEO of Gem, as they discuss how automation is changing resume screening, interview prep, and rediscovery of existing talent. As companies look to cut costs…

1
What’s Holding Robotics Back? (Ft. Ken Macken) | Ep. #59 40:18

3M ago40:18

40:18

Is the robotics industry as advanced as we think? In this episode of HIRED! The Podcast, Travis Miller talks with Ken Macken, CEO & Founder of Workr Labs, about why robotics hasn’t evolved as fast as expected—and what’s holding it back. From legacy software to the scarcity of talent, Ken unpacks the hidden challenges slowing real progress. He also …

1
Mobley vs Workday 36:06

3M ago36:06

36:06

AI Legislation and Its Impact on HR Technology: Insights from Mobley vs. Workday Case In this episode, Andrew Gadomski and Jason Roberts return to discuss the latest developments in recruiting technology with a focus on the Mobley vs. Workday lawsuit. They delve into the implications of recent AI-related legislation on HR tech companies and the bro…

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