Important Financial Metrics for Creative Agencies with David C. Baker https://podcasts.apple.com/us/podcast/important-financial-metrics-for-creative-agencies-with/id1481877575?i=1000621344461 Business Coaching, Staying Relevant, Achieving Success: Insight from Pinnacle Business Guides Founder Greg Cleary https://podcasts.apple.com/us/podcast/business-coaching-staying-relevant-achieving-success/id1481877575?i=1000618300601 The Future of AI: Balancing Innovation and Ethical Considerations with Sha...
Jan 02, 2024•34 min•Ep. 113
“I went through life going through the motions. Around 30, I accomplished everything I set out to do. It was then that I realized it was time to work on my life, rather than doing things I thought I was supposed to do. I hit the delete button and everything in my life started fresh, realizing what matters most and clarifying who I am.” – Bob Shenefelt The finer details of this episode: ●Finding the right group of people for business success ●Defining your vision and self-actualization in pursuin...
Dec 18, 2023•43 min•Ep. 112
“The first piece of advice that I give a client is ‘stop selling.’ And what I mean about that is, sales in the traditional sense of the word don’t work; people are engaging in behaviors that don’t work for most small business owners. It’s much more natural to engage in building relationships.” – Diane Helbig The finer details of this episode: Discussion on the ineffectiveness of traditional sales techniques Hiring salespeople with industry-specific knowledge and curiosity Shift toward educating ...
Dec 04, 2023•35 min•Ep. 111
Importance of finding a single metric to measure firm performance Importance of exploring client budgets and validating them in the sales process Benefits and the potential of AI for automation in business Challenges faced by agencies in terms of burnout and stress Importance of having a trusted advisor in your business Episode resources: Summit Virtual CFO by Anders website: https://www.summitcpa.net/ Email us with questions or if you’d like to be a guest on the show: vcpasuccessshow@anderscpa....
Nov 20, 2023•54 min•Ep. 110
“You don't rise to the level of your goals. You fall to the level of your systems.” -Simon Severino The finer details of this episode: Longer sales cycles and ghosting from potential clients Crafting a culture of opportunity creation within agencies Standardizing and creating standard operating procedures (SOPs) in client delivery Episode resources: Summit Virtual CFO by Anders website: https://www.summitcpa.net/ Email us with questions or if you’d like to be a guest on the show: vcpasuccessshow...
Nov 06, 2023•47 min•Ep. 109
“I think the biggest thing is just simply mixing and mingling afterwards and sharing candid conversations on how things are going in the industry—how things are going with their shops, what's going right, what's going wrong. I think those are really the biggest takeaways that you get from really any event."– Jody Grunden The finer details of this episode: Trends that the agency industry is experiencing Importance of networking with attendees and engaging outside the conference Episode resources:...
Oct 23, 2023•17 min•Ep. 108
"Most agencies try to market the solution and convince clients that they're the best. What they should do is market the problem, and then they become the default solution." - Logan Lyles The finer details of this episode: Challenges in allocating resources for agency marketing efforts, especially during uncertain economic times Systematic approach to generating new pipeline and positioning in the market Leveraging people as the product and face of the brand, thought leadership, client testimonia...
Oct 09, 2023•41 min•Ep. 107
“Be patient with SEO. It takes time. It's not immediate. So if you want that immediate traction, paid ads will get you up there quickly. But over the long-term play, you have to build it up and keep building trust with Google.” - Brandon Leibowitz The finer details of this episode: Importance of consistency and quality in SEO Google's algorithms focusing on quality over quantity Considering both PPC and SEO in marketing efforts Episode resources: Summit Virtual CFO by Anders website – https://ww...
Sep 25, 2023•36 min•Ep. 106
“AI can be used to automate tasks that originally took people a lot of time to do. If you're a small business and you're growing quickly, you're probably going to be able to use automation to really hypercharge your growth. However, you have to know how to do it and implement it properly; if you're really focused on that, you can really get some good productivity going." - Shanif Dhanani The finer details of this episode: Ethical concerns and misconceptions about AI Benefits of AI, such as autom...
Sep 11, 2023•43 min•Ep. 105
"We want to provide the most value that we can in our clients' lives, in the impact that we're trying to make, and the legacy we're trying to leave." - Crista Grasso The finer details of this episode: Finding the right support and leadership for successful scaling Mindset shifts for business owners as they grow their businesses Importance of systems and processes in managing a growing business Episode resources: Summit Virtual CFO by Anders website – https://www.summitcpa.net/ Email us with ques...
Sep 04, 2023•44 min•Ep. 104
“Let's build a strategy based on document systems. Let's build a culture that actually wants to do this and be a part of this to make a company of continuous improvement. And then let's just give them the tools to do it.” - Josh Fonger The finer details of this episode: Building a system that allows for flexibility and creativity while maintaining consistency The continuous process of system documentation and how systems can keep evolving and improving over time Exploration of how a creative age...
Aug 28, 2023•35 min•Ep. 103
"Being positioned well within an industry can be really powerful. If you're good at helping the client understand that you've done this before and you understand their issues, it can be a really easy sell once you get to that point." -Logan Hoffman The finer details of this episode: The importance of niching and verticals: Benefits of specializing in a specific industry and how it can lead to more efficient work and higher perceived value Different ways to find a niche: Bringing experience to th...
Aug 21, 2023•36 min•Ep. 102
"The idea of change is the primal force. It's the end that we're all looking for in terms of storylines. We want to see things change, improve, and grow; we want to have a change of mind. That is a kind of change that happens inside people's hearts and minds." - Jeff Bartch The finer details of this episode: The concept of "and, but, therefore" – gateway to any kind of story structure Exploration of the shift in accounting toward translating numbers into actionable insights and the importance of...
Aug 14, 2023•40 min•Ep. 101
"We have real responsibilities not just to ourselves but to people and to our clients who are increasingly reliant on the work that we do." - Todd Nienkerk The finer details of this episode: Adoption of brand guidelines and templates within the team Rebranding process of Four Kitchens, including working with a branding agency and defining company values Impact of rebranding on external and internal communications Episode resources: Summit Virtual CFO by Anders website – https://www.summitcpa.net...
Aug 07, 2023•46 min•Ep. 100
Episode Notes: “Synchronous time is not always used wisely and people are really having meeting fatigue or feeling like they're not productive in meetings.” - Laïla von Alvensleben The finer details of this episode: The benefits of asynchronous communication in distributed teams Utilizing asynchronous communication to manage workload and availability Overcoming pushback against asynchronous communication Episode resources: Summit Virtual CFO by Anders website – summitcpa.net Email us with questi...
Jul 31, 2023•40 min•Ep. 99
"Everyone's hungry’ everybody is out there trying to catch those leads. We've seen a ton of RFPs go out recently, and one thing we're seeing is that a lot of clients are not going right back with the incumbent. We've been invited to a lot of dances where the incumbents weren't part of the equation or were eliminated quickly because they're looking for new blood. So that really tells you that the RFP process is going to become more and more competitive." - Lauren Minors The finer details of this ...
Jul 24, 2023•33 min•Ep. 98
"Building a solid cash cushion is super important to any successful business and to any marketing firm out there." - David C. Baker The finer details of this episode: Different approaches to financial management The importance of financial planning and forecasting Building a solid cash cushion Episode resources: Summit Virtual CFO by Anders website – summitcpa.net Email us with questions or if you’d like to be a guest on the show – vcpasuccessshow@anderscpa.com Business Insight for Expert Market...
Jul 17, 2023•28 min•Ep. 97
"We focus not only on what a project manager would think, but how we can give that project manager a wider-angle view that they'd have if they were a COO, CEO, or CFO, so that when they're making decisions closer to the business, they're doing it with the perspective that's outside of their point of view. Because, overall, I believe that forecasting as a team is going to change your business." Tom O’Neill The finer details of this episode: The importance of a wider-angle view Defining a methodol...
Jul 10, 2023•39 min•Ep. 96
"The companies that are going to succeed in the long term, or even in the next five years, are going to be the ones that are thinking right now about how they can question the way that they're working right now and see how they might be able to adapt to become more resilient, flexible, and adaptable." - Tammy Bjelland The finer details of this episode: Why some companies are failing to adapt to hybrid work Shifting to async communication Tools for successful hybrid work Episode resources: Summit...
Jul 03, 2023•37 min•Ep. 95
"The marketplace is always changing, and you have to be willing to change with it." - Greg Cleary The finer details of this episode: The changing models of training and coaching businesses The importance of having a toolbox of tools for success in today's fast-paced world. The importance of constantly evolving and improving tools to stay ahead in business Episode resources: Summit Virtual CFO by Anders website – summitcpa.net Email us with questions or if you’d like to be a guest on the show – v...
Jun 26, 2023•1 hr 4 min•Ep. 94
"I love working with a team that wants to climb the mountain together–from the CEO to the janitor; we're all in it together and if we do it right, we can all celebrate success when it comes.” -Peter Van Nest The finer details of this episode: The importance of finding the right people and putting them in the right place The role of a strong management team in putting KPIs in place to manage business cycles and performance The importance of understanding industry vernacular and targets Episode re...
Jun 19, 2023•43 min•Ep. 93
"Leadership is crucial to any company because the more people who want to be part of where you're going, the more successful the team's going to be." - Dan White The finer details of this episode: The importance of a growth mindset The role of the leader in setting the vision and rallying the team around it The importance of active listening, paying attention, and probing to understand motivations to build rapport Episode resources: Summit CPA website – summitcpa.net Email us with questions or i...
Jun 12, 2023•40 min•Ep. 92
"I think it's really important to have a clear vision and mission for your business and to communicate that effectively to your team and your clients.” - Natalie Eckdahl The finer details of this episode: Lifecycle of a client: Importance a great onboarding experience and checking in with clients to maintain a good relationship The three pillars of building an enduring business: enjoyable, profitable, and sustainable Managing cash flow and who’s responsible for it Episode resources: Summit Virtu...
Jun 05, 2023•37 min•Ep. 91
“I think that there's going to be agencies that will come out of this as a new niche–super AI agencies that get you to market faster. But humans are the last line of defense between whether the creativity works or whether it’s just data driven because AI doesn't have any ideas. It just sits there waiting for an input; it still needs the spark of human creativity.” - JP Holecka The finer details of this episode: Impact of AI on work and skills Importance of ethics in technology The emergence of A...
May 29, 2023•35 min•Ep. 90
“In-person events are not gonna go away. Just like the virtual component is not going away. I think that we've just adapted and learned new ways to communicate through covid. And the convenience of having a virtual option is very appealing to our clients. We can get the message across to thousands of associates company wide, while saving thousands of dollars. I don't think it's ever gonna go back to the way it was.” - Tommy Nolan Finer details of the episode: Virtual vs in-person conferences Mai...
May 22, 2023•31 min•Ep. 89
“The idea of productizing a service is creating a category for something that you do really well and marketing it as it is.” - Ernesto Tagwerker The finer details of this episode: Productizing services and scaling businesses Remote company culture: Benefits, team retreats, and working across time zones Niching down and pricing strategies for productized services Qualifying leads for product type services Episode resources: Summit CPA website – summitcpa.net Email us with questions or if you’d li...
May 15, 2023•35 min•Ep. 88
“When you take ordinary messages and you elevate them into something extraordinary, incredible things happen. And the even cooler part is that you can do the exact same thing in business. You can take what some people might consider ordinary or boring, and you connect humanity to it, which can literally drive results in your business through the process.” - Jeff Bartsch The finer details of this episode: Using storytelling in business communication Unlocking the power of storytelling for busines...
May 08, 2023•41 min•Ep. 87
“Over the course of your career, the more that you can reject what you feel is not for your highest and best use, the better off you're gonna be. Your decisions become more and more intentional; you choose A over B, C over D. And that is a process of coming to your own highest and best use. What happens over time is that, as your career goes on, you have more and more success. ” - Robert Jordan The finer details of this episode: Characteristics of exceptional leaders Exploring the different lead...
May 01, 2023•35 min•Ep. 86
“There are so many agency owners doing great work, and I think if they can solve some of these challenges that are inherently hard for an agency, they can actually get back to why they started their agency, which is to do good creative work or to make a difference. That helps eliminate so many of those business challenges that I think either forces a lot of agencies to shut their doors or make people tired. If you can position your agency and learn to be truly effective and provide value, I thin...
Apr 24, 2023•32 min•Ep. 85
“I love having the opportunity to help an agency owner see how much easier their lives can be, how much bigger their bank accounts can be, if they put a little time and attention into being proactive about putting measures in place, such as making sure their teams are well trained about the legal issues that matter to them and the work that they put out every day.” -Sharon Toerek The finer details of this episode: Benefits of proactive contract management for agency owners Exploring Common mista...
Apr 10, 2023•34 min•Ep. 84
