Financial Advisors Are Missing This (It’s Not What You Think) | Chris Heye | EP 118

How to Build a B2B Brand That People Actually Remember | Kevin Russel Connor | EP 121

Kevin Connor is the co-founder and principal of Modern SBC — a B2B brand building and marketing communications agency serving companies from $3 million to $40 million in revenue. In this episode of Magic in the Cloud, he joins host Joe for a wide-ranging conversation about what branding actually means for small and mid-sized businesses, how to build client relationships that last decades, and why the soft skills no AI can replicate are still your biggest competitive advantage. Kevin's philosophy: every business has a brand by design or by default. Most small businesses are unknowingly choosing the latter — and Kevin has spent his career helping them fix that. From a dinner table that doubled as a business school growing up as one of seven kids, to a career-changing tape cassette from Earl Nightingale, to a 20-year friendship that started at a broken shoeshine machine — this is a conversation about showing up, communicating clearly, and playing the long game. What You'll Learn: * Why every business has a brand by design or default — and why you can't afford to ignore it * The communication toolbox approach that helps B2B clients show up consistently across every channel * Why the hardest thing to teach new clients isn't about budget — it's about changing behavior * When to say no: why giving back a full retainer to protect your integrity is sometimes the right business decision * How AI fits into B2B marketing right now — and why human communication will always matter more * Why volunteering with young people is one of the most humbling and energizing things Kevin does * The "make me the third call" philosophy — and why it's become the foundation of Kevin's personal brand Connect with Kevin Connor: Modern SBC: modernsbc.com Subscribe to Magic in the Cloud for conversations with entrepreneurs, marketers, and operators building something worth talking about.

From Venezuela to Inc 5000: How Carlos Corredor Built a Data-Driven Marketing Agency | EP 120

Carlos Corredor is the founder of Condor Agency — a Miami-based B2B marketing agency that has earned Inc 5000 recognition three years running, with a team where half the staff are STEM graduates. In this episode of Magic in the Cloud, he joins host Joe for a wide-ranging conversation about what it really means to be data-driven, who the mid-market B2B client actually is, and how a baseball-obsessed kid from Venezuela built one of the most analytically rigorous agencies in the US. Carlos's story starts with Moneyball-style baseball stats in Venezuela, a failed journalism career that ended after a six-hour parking lot wait, and a master's in digital marketing in Chicago. What followed was a realization that almost every marketing agency claims to be data-driven — and almost none of them actually are. What You'll Learn: * Why most agencies are lying about being data-driven — and what the real version looks like * The underserved mid-market B2B opportunity most agencies completely ignore * Why half of Condor's team are STEM grads and how it changes client outcomes * The #1 reason marketing and sales stay enemies — and the practical fix * Why you should always sell to the VP or CMO, never start with a junior manager * The risk-taking mindset Carlos's parents instilled — and how it fueled his entrepreneurial leap * A firsthand perspective on Venezuela today: what Maduro's capture means for 30 million Venezuelans Connect with Carlos Corredor: Condor Agency: https://condoragency.com/ Follow Carlos on LinkedIn: https://www.linkedin.com/in/carlos-corredor-condor/ Subscribe to Magic in the Cloud for conversations with entrepreneurs, marketers, and operators who are building something worth talking about.

From PR to Salesforce Leader: The Career Path Nobody Talks About | Christian Belko | EP 119

In this episode of Magic in the Cloud Podcast, we sit down with Christian Belko, a Salesforce leader who took an unconventional path into the ecosystem — from PR and sports to becoming a trusted voice in CRM strategy and cloud transformation. If you’re working in Salesforce, Revenue Operations, or CRM implementation, this episode breaks down what actually drives success (and what causes projects to fail). One of the biggest takeaways: 👉 Salesforce doesn’t fail — poor process and misalignment do. Christian shares real-world insights on: Why Salesforce implementations fail How to approach CRM and Revenue Cloud strategy The importance of process before technology How to improve Salesforce adoption What AI means for the future of Salesforce careers Whether you're an admin, consultant, RevOps leader, or exploring the Salesforce ecosystem — this episode gives you a practical lens on how to build systems that actually work. ⏱️ Chapters 00:00 Introduction – From PR to Salesforce Leadership 00:38 Meet Christian Belko (Salesforce Leader) 01:01 How He Accidentally Got Into Salesforce 02:28 First Salesforce Wins & Becoming an Admin 03:26 Learning Salesforce Without Trailhead 04:21 Career Advice: Entering the Salesforce Ecosystem 05:34 Why Self-Learning Matters in Salesforce 06:22 What Is Salesforce Leadership? 08:03 How to Make Salesforce Frictionless for Users 08:29 Biggest Salesforce Implementation Mistakes 10:40 Process First, Technology Second (CRM Strategy) 12:07 Why Salesforce Projects Fail Today 12:46 AI + Salesforce: What Changes for CRM Roles 15:39 Will AI Replace Salesforce Jobs? 16:37 How to Use AI in CRM the Right Way 17:28 Networking in the Salesforce Ecosystem 20:21 Building Relationships That Drive Career Growth 23:02 Personal Story: Early Life & Work Ethic 27:13 Lessons from Working with the Philadelphia Eagles 31:57 Life Outside Salesforce (Balance & Growth) 35:28 Career Advice: Stop Worrying About Opinions 39:31 Confidence, Leadership & Personal Standards 40:04 Where to Connect with Christian (Salesforce Community) 41:06 Outro Too many Salesforce projects fail because teams jump straight into tools like CPQ or automation without understanding the business process. This episode breaks down how to: * Build frictionless Salesforce systems * Align technology with real business needs * Avoid costly implementation mistakes

Financial Advisors Are Missing This (It’s Not What You Think) | Chris Heye | EP 118

In this episode of Magic in the Cloud, host Joe Griffith sits down with behavioral economics expert Chris Heye to unpack a major blind spot in financial advising—and why the future belongs to those who understand people, not just numbers. From cognitive decline to AI disruption, this conversation dives deep into what truly matters to clients—and how advisors can evolve to stay relevant. ⏱️ Chapters 00:00 – Introduction to Chris Heye 00:50 – What advisors are missing about client priorities 03:20 – Emotional vs analytical financial decisions 04:05 – AI tools as communication coaches 06:10 – Will AI replace financial advisors? 08:30 – Industry pushback and shifting perspectives 11:40 – Compliance vs empathy in financial advising 14:00 – Navigating difficult conversations (safety & aging) 16:20 – Personal story: dementia and its impact 18:15 – Behavioral economics vs traditional economics 20:30 – The power of relationships (Harvard study insight) 24:30 – Chris Heye’s background and upbringing 28:30 – Risk-taking, failure, and career lessons 32:00 – Learning from failure vs success 33:50 – Staying humble and continuous learning 35:00 – Where to connect with Chris 💡 Key Takeaways 👉 Clients don’t lie awake worrying about the stock market—they worry about their health, their family, and their future. 👉 The most successful advisors will be those who combine technical expertise with emotional intelligence. 👉 AI won’t replace advisors—but advisors who use AI effectively will outperform those who don’t. 👉 Ignoring real-life risks like cognitive decline isn’t just a gap—it could be a failure of fiduciary responsibility. 👉 Strong human relationships remain the most valuable asset—both in life and in business. 👤 About the Guest Chris Heye is a behavioral economics specialist focused on the intersection of health, wealth, and longevity. His work centers on helping financial professionals better understand the emotional and psychological realities behind client decisions—especially around aging and cognitive decline. 🔗 Connect with Chris LinkedIn: Search Chris Heye, PhD Website: WealthChat.ai (Health + Wealth tools for advisors and consumers) Magic in the Cloud explores how technology, strategy, and human connection are shaping the future of business—featuring insights from leaders across industries. 🚀 Subscribe for More 👍 Like 💬 Comment your biggest takeaway 🔔 Subscribe for more episodes

From Prototype to Profit: The Real AI Execution Gap | Vince Benz | EP 117

Most companies are rushing into AI… but very few are actually getting results. In this episode of Magic in the Cloud, Vince Benz breaks down why AI projects are failing at a higher rate than traditional IT—and what leaders must do differently to succeed. From unclear ROI to outdated business processes, Vince shares hard-earned lessons from decades of transforming IT organizations and rescuing failing projects. You’ll also hear how he turned a technical team into business thinkers using a simple (but powerful) book-driven system—and why developers must evolve or risk becoming obsolete in the AI era. If you're building, leading, or investing in AI… this episode is your reality check. ⏱️ Chapters 00:00 – Intro & Vince’s Background Seasoned IT leader navigating transformation across decades of tech waves 03:12 – Why AI Projects Are Failing More Than Ever Lack of clear success metrics and undefined ROI 07:45 – The Real Problem: Broken Business Processes You can’t automate what you haven’t fixed 12:20 – Leadership Mistakes in AI Adoption “Go automate something” is not a strategy 16:05 – The $1,000 Book Challenge That Changed a Team How Vince turned technical staff into business thinkers 23:10 – Why Developers Must Understand the Business Now AI shifts coding from creation → iteration 28:40 – AI Changes the 90/10 Rule of Development Prototype fast, refine forever 33:15 – Inside Vince’s AI Projects Digital fact-checking tool Project rescue platform Risk Mitigation Quotient (RMQ) 40:50 – How to Predict Project Failure Before It Happens Using risk scoring to prevent delays and losses 47:20 – The Future of AI, SEO, and Search Behavior Why AI visibility may outperform Google SEO 52:10 – Career Lessons & Influential Mentors The power of saying no and lifelong learning 58:30 – Leadership by Original Thought Why diverse thinking leads to better decisions If this episode made you rethink how you’re approaching growth, pipeline, or AI… Don’t just listen—fix it. 👉 At Cloud113, we help companies turn conversations like this into real revenue. If you want more qualified calls without guessing what works, book a strategy session: https://www.cloud113.com/quick-start/