Speaker Series

Use AI and LinkedIn Strategically to Build Stronger Business Relationships

Discover how to use AI and LinkedIn more strategically to build stronger business relationships, stay top of mind, and create more opportunities through networking.

In this session, Joe Apfelbaum, founder of the AI-powered LinkedIn assistant EvyAI, shares a practical framework for using LinkedIn with more clarity, consistency, and purpose. Joe explains why every business owner needs a written LinkedIn strategy, how to identify ideal clients and centers of influence, and how AI can help save time while supporting more authentic engagement.

The presentation covers Joe’s nine-step approach to LinkedIn success:

  • Build a clear business, marketing, and LinkedIn strategy
  • Define your ideal client profile and centers of influence
  • Clarify the promise behind your offer
  • Use stories to build trust and connection
  • Optimize your LinkedIn profile and digital footprint
  • Create systems, templates, and repeatable processes
  • Increase exposure through consistent posting and engagement
  • Build credibility with valuable content and conversations
  • Use AI tools to support outreach, research, comments, and content creation

Joe also demonstrates how AI can help generate LinkedIn posts, research prospects, identify conversation starters, respond to comments, organize contacts, and support business development workflows. He emphasizes that LinkedIn success comes from strategy, accountability, relationship-building, and staying top of mind with the right people.

This session is ideal for entrepreneurs, business owners, sales professionals, networkers, consultants, and anyone who wants to use LinkedIn more effectively to grow relationships, generate leads, and create more business opportunities.

Topics Covered

  • Why LinkedIn requires a written strategy
  • How to define your ideal client profile
  • The role of centers of influence in referral marketing
  • How to stay top of mind on LinkedIn
  • Why stories are more effective than sales pitches
  • How AI can support authentic LinkedIn engagement
  • How to create posts and comments faster with AI
  • How to use LinkedIn for relationship-driven business growth
  • Why accountability improves consistency
  • How networking and LinkedIn work together

Build a Clearer Marketing System That Turns Interest Into a Faster “Yes”

Learn how to build a clearer marketing system that turns visibility, relationships, follow-ups, and discovery calls into a faster “yes.”

In this session, Jessica DeFeo, founder of JMT Creative Consulting, shares how women entrepreneurs and small business owners can stop guessing with their marketing and start identifying where potential clients may be falling off in the sales process.

Jessica breaks down the Conversion Web, a practical framework for improving every step of the client journey:

  • Attract the right people, not just more people
  • Connect through clear, specific messaging
  • Clarify the client’s problem and your solution
  • Validate trust with proof, FAQs, and credibility
  • Invite prospects into the next step with clear calls to action

You’ll also learn how to audit your own marketing system, track lead flow and close rates, strengthen follow-up, improve discovery call conversions, and create a referral process that brings in more ideal clients.

This conversation is especially helpful for service-based business owners, entrepreneurs, consultants, coaches, and small business owners who want more clarity, stronger messaging, better conversion rates, and a marketing system that supports sustainable growth.

Topics Covered

  • Why marketing is not just about visibility
  • How to reduce uncertainty in the buying process
  • How to identify conversion leaks
  • Why clear messaging builds trust faster
  • How website bounce rate can reveal messaging problems
  • Why discovery calls should be structured as fit calls
  • How to improve proposal follow-up
  • How to ask clients for better referrals
  • How niching down can make your marketing more effective

Unlock Exponential Growth with the “Who Not How” Mindset

Learn how to unlock exponential growth in your business by shifting your mindset from “How can I do this?” to “Who can do this for me?”. In this session, Lisa McClease Kelly breaks down the powerful concepts from the book “Who Not How” by Dan Sullivan and Dr. Benjamin Hardy, showing how delegation, partnerships, and leveraging expertise can transform your productivity and results.

Through real-world examples, Lisa shares how she successfully manages multiple businesses, properties, and responsibilities by relying on a strong network of “who’s”—including assistants, marketing teams, financial experts, and operational support.

Discover how focusing on your unique abilities while outsourcing everything else can:

  • Reduce burnout
  • Increase efficiency
  • Create more freedom in your life

What You’ll Learn

  • How to identify tasks you should stop doing
  • How to find the right people to support your goals
  • How to build scalable systems that don’t rely solely on you
  • How to become a valuable “who” for others while building your own expert team

This session also includes practical exercises to help you rethink how work gets done and implement strategies that allow your business to grow faster—with less effort.

Whether you’re an entrepreneur, business owner, or professional looking to scale, this conversation will empower you to achieve more by doing less.

Learn More & Get Connected

Network In Action: The Complete Blueprint for Business Financial Success

In this powerful Network In Action session, founder Scott Talley brings together two financial experts to deliver a complete blueprint for business financial success:

  • Alfred White – Tax Strategist & Author
  • Michele Mere Feist – Founder of Bottom Line Bookkeeping Solutions

This isn’t just a tax talk.
And it isn’t just a bookkeeping lesson.

It’s a full financial strategy session designed to help entrepreneurs keep more money, gain clarity, and build stronger, more profitable businesses.


Part 1: Advanced Tax Strategies with Alfred White

With over 30 years of experience in taxation, Alfred breaks down powerful, legal tax-reduction strategies for both business owners and W-2 earners.

Key Topics Covered:

  • Permanent 20% Qualified Business Income (QBI) Deduction
  • SALT deduction increase to $40,000
  • Expanded bonus depreciation and R&D write-offs
  • Overtime and tip deductions
  • Child tax credit increases and adoption credit updates
  • Health Savings Accounts (HSAs) and retirement optimization
  • Automobile interest deduction (U.S.-assembled vehicles)
  • S-Corp income-shifting strategies
  • The Augusta Rule
  • Paying your children through your business
  • Accountable plans and family management companies

Alfred also shares real-world case studies of clients who legally reduced six-figure tax liabilities through proactive strategic planning.

His core message:
It’s not just what you make — it’s what you keep.


Part 2: Bookkeeping That Builds Profitable Businesses with Michele Mere Feist

After tax strategy comes the foundation: accurate, strategic bookkeeping.

Michele shares how her frustration as a business coach — seeing clients operate with inaccurate or unusable financials — led her to launch Bottom Line Bookkeeping Solutions in 2021.

Her message is clear:

You cannot grow, scale, or sell a business built on bad numbers.

The Financial Clarity Self-Assessment

Michele walks attendees through a 20-question yes-or-no scorecard designed to evaluate bookkeeping health.

Business owners are challenged to ask:

  • Are payroll and sales taxes filed correctly and on time?
  • Does my accountant have to fix my books every year?
  • Do I know my most and least profitable services?
  • Do I know my cost to acquire a customer?
  • Do my numbers help me make decisions — not just file taxes?

The 5-Minute Financial Review Framework

Michele introduces a simple system every owner should implement weekly:

  • Review your Profit and Loss Statement (current month and year-to-date)
  • Review your Balance Sheet
  • Review Accounts Receivable and Accounts Payable aging reports
  • Hold regular financial conversations

Major Bookkeeping Red Flags

  • Negative liability accounts
  • Credit cards reported incorrectly
  • Loan balances not decreasing properly
  • Poorly configured bank feed rules in accounting software

Her core message:
Bookkeeping is not compliance. It’s clarity.


Why This Session Matters

Alfred teaches you how to legally reduce taxes.
Michele teaches you how to build financial visibility and confidence.

Together, they provide:

  • Tax efficiency
  • Financial clarity
  • Smarter decision-making
  • Sustainable growth

This session delivers both sides of business finance — strategy and structure.

Who Should Watch?

  • Small business owners
  • Entrepreneurs
  • Sales professionals
  • Contractors
  • Real estate investors
  • Growing company leaders

This is essential viewing.


Take Action Now:

  • Like this video
  • Comment your biggest takeaway
  • Subscribe for more business growth strategies

Network in Action Sales Mastery: Taking Control of the Sales Process

In this Network in Action Sales Mastery session, Rob Ficken shares practical insights on how to take control of the sales process using the Sandler methodology.

Drawing from his journey from oil and gas engineer to trusted advisor for major organizations, Rob breaks down the common pitfalls sales professionals face and explains how traditional selling approaches often lead to stalled deals and lost opportunities.

Through interactive exercises and real-world examples, this session explores the critical differences between buyer and seller behaviors, revealing why many sales conversations result in ghosting or indecision. Rob introduces a structured, system-driven approach to selling that emphasizes qualification, trust-building, and clear communication to improve outcomes.

Key Topics Covered

  • Understanding the buyer-seller dynamic and why buyers often control the process
  • Identifying and overcoming common sales challenges, including objections and ghosting
  • The importance of a structured sales system for consistency and efficiency
  • How premature presentations lead to lost deals and free consulting
  • The role of emotional drivers and pain in decision-making
  • Implementing the Sandler framework, including upfront contracts and deep qualification
  • Strategies to improve prospecting, close rates, and long-term client relationships

This session is ideal for sales professionals, business owners, and anyone looking to refine their sales strategy, eliminate inefficiencies, and build a more predictable and effective sales process.

Learn how to qualify hard, close easy, and transform the way you approach every sales conversation.

Learn more about Robert here:
https://www.networkinaction.com/index.php/profile/10299-sandler-sales-training-robert-ficken

Find your Network In Action group here:
https://www.networkinaction.com/index.php/find-a-group

Start your business networking franchise here:
https://franchise.networkinaction.com/