In this episode of the Know Your Why Podcast, host Dr. Jason Balara sits down with Marisa Amirian, founder of CapBloom, a CRM service tailored for capital raisers and entrepreneurs. Marisa shares her journey from a technology background to real estate, highlighting the challenges and opportunities she encountered along the way. The conversation explores the transformative impact of AI and automation on business operations and personal interactions, emphasizing the importance of balancing technology with genuine human connection. Marisa discusses the role of personalization in building client relationships, the value of data in decision-making, and her motivations rooted in family, health, and longevity. Together, Jason and Marisa reflect on the evolving business landscape and the potential of AI to enhance efficiency and foster meaningful connections.

Key Highlights

- Marisa Amirian founded CapBloom to streamline operations for capital raisers using CRM tools.

- Her tech background informs her innovative approach to real estate and entrepreneurship.

- AI and automation play a pivotal role in improving data management and decision-making.

- Personalization remains critical for cultivating strong client relationships.

- Success in capital raising depends on understanding and meeting client needs.

- Marisa underscores the importance of balancing technological efficiency with human connection.

- Health, family, and longevity are central to her personal and professional motivations.

- Embracing the rapid evolution of AI can enhance both business operations and personal growth.

Marisa's s story highlights the power of blending technology with human connection to create meaningful and efficient business practices. Her insights into the evolving role of AI and her focus on family, health, and kindness provide valuable lessons for entrepreneurs navigating today’s tech-driven world. Tune in to this enlightening episode of the Know Your Why Podcast to learn how technology and personal values can work hand-in-hand to shape a successful and fulfilling journey.

Get in touch with Marisa:

https://demo.capbloom.com/

https://www.linkedin.com/in/marisaamirian/

If you want to know more about Dr. Jason Balara and the Know your Why Podcast:

⁠⁠https://linktr.ee/jasonbalara⁠⁠  

Audio Track:

Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠

Artist:⁠⁠ http://audionautix.com/