The Wealth Vibe Show!
The Wealth Vibe Show!
Practical conversations on building, protecting, and expanding wealth through real estate, investing, AI, and conscious leadership.
Welcome to The Wealth Vibe Show, a podcast for thoughtful professionals, entrepreneurs, and investors who want to understand how wealth is actually built, evaluated, and sustained. Hosted by Vinki Loomba, this show brings together real world conversations with investors, founders, and experienced market participants who share how they think about money, opportunity, risk, mindset, and long-term decision making.
This is not a show about hype or shortcuts. Each episode explores real estate investing, passive income strategies, alternative investments, AI in investing, capital formation, tax awareness, leadership, and the mindset required to navigate wealth across market cycles. The conversations are practical, grounded, and designed to help you develop clarity, not confusion.
Whether you are new to investing, a high-income professional exploring ways to build wealth beyond earned income, or someone with exposure to institutional or family-office-level thinking, The Wealth Vibe Show offers perspectives that respect your intelligence and your time.
This podcast is for people who believe wealth is not just about numbers, but about intentional choices, sound judgment, and alignment between strategy and values.
Disclaimer: This podcast is for educational purposes only and does not constitute legal, tax, or investment advice. Always consult licensed professionals before making financial decisions.
Tune in to elevate your perspective, sharpen your thinking, and build your Wealth Vibe with intention.
The Wealth Vibe Show!
Ep 218: How To Use CRM To Build Ethical, Scalable Success
In this insightful episode of The Wealth Vibe Show, host Vinki Loomba sits down with George C. Knowlton III, a seasoned entrepreneur, real estate inspector, advisor, and general contractor. With over 40 years of hands-on experience in various industries, George shares how structured CRM systems and AI-driven processes have transformed his business operations, enabling sustainable success and scalability.
Key Insights:
- From Construction to CRM Innovation: How George’s transition from general contractor to tech entrepreneur led to the creation of the Now It's Done business operating system, designed to help small to medium-sized businesses scale and optimize operations.
- The Power of CRM Systems: How CRM systems, when properly utilized, can help businesses stay organized, nurture customer relationships, and automate workflows for maximum efficiency—without overwhelming business owners.
- Leveraging AI for Growth: George discusses how AI-powered virtual assistants, integrated within CRM platforms, help streamline tasks like customer outreach and communication, freeing up time for high-impact activities.
- Overcoming the DIY Trap: Learn why George advocates against the "do-it-yourself" approach when it comes to implementing CRMs. He shares valuable advice on the importance of partnering with experts to avoid costly mistakes and ensure long-term success.
Episode Timestamps:
- 00:00 - 04:40: George’s journey from construction to CRM and business systems
- 04:40 - 09:50: Building the Now It’s Done business operating system and its impact
- 09:50 - 14:00: How CRM systems can help businesses scale
- 14:00 - 18:30: The role of AI and virtual assistants
- 18:30 - 22:00: The importance of ethical design
- 22:00 - 26:00: Common mistakes entrepreneurs make with CRMs
- 26:00 - 30:20: Tips on choosing the right CRM system
- 30:20 - 35:10: Leveraging CRM and structured processes
- 35:10 - 40:30: How technology is evolving CRMs
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