It's a Numbers Game - podcast cover

It's a Numbers Game

Daniel Wellingsites.libsyn.com
The MSP Finance Team Podcast "It's a Numbers Game" from the only financial management solution for MSPs in the UK, founded by former MSP-owners.
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Episodes

EP072 - The Evolving MSP Market: Challenges and Opportunities with Robin Ody

In this podcast episode, Robin from Canalys joins the show to discuss the MSP sector. Robin provides an overview of Canalys, an independent research firm focused on the channel, and explains their role in gathering and analysing data to present trends and insights. The conversation delves into the classification and growth of MSPs globally and in the UK, the different models MSPs use, and the financial metrics crucial for MSP success. Robin also shares valuable advice for MSPs on customer select...

Aug 19, 202437 minEp. 72

EP071 - Mastering Pension Fund Performance, Risk, and Fees: An Insightful Q&A with Barney Whiter

In this episode, Barney answers listener questions about navigating pension fund performance, risk, and fees. The discussion addresses key differences between workplace and self-managed pensions (SIP), the importance of examining fund fact sheets, and understanding total investment costs, including fees from financial advisors. Barney emphasizes investing time in financial education to make informed decisions and highlights the benefits of low-cost investing. The episode also touches on pension ...

Aug 19, 202437 minEp. 71

EP070 - The Role of MDR and EDR in Today's Security Environment with Paul Barnes

In this episode, Daniel and Paul discuss important facets of the modern security landscape with a special focus on Managed Service Providers (MSPs). They explore how enterprise-level security services migrate to MSPs due to increasing adversarial threats. Paul, with over 20 years in the industry, delves into the evolution from antivirus to Endpoint Detection Response (EDR) and Managed Detection Response (MDR), emphasising their operation and costs. They further discuss the pressing importance of...

Aug 19, 202433 minEp. 70

EP069 – Profitable BCDR Strategies for MSPs with Melvyn White from Axcient

Why You Should Listen: Understanding BCDR Layers: Learn the critical differences between backup, disaster recovery, and business continuity to enhance your MSP strategy. Practical DR Planning: Discover a four-step process to create a comprehensive disaster recovery plan, including real-world applications and essential team roles. Monetise DR Services: Gain insights on how MSPs can effectively price and sell disaster recovery and business continuity services, turning them into profitable recurrin...

Aug 01, 202426 minEp. 69

EP068 – Boost Efficiency and Cash Flow with Ben Spector

Why Tune In? Understand Payment Innovations: Dive into the evolution of payment methods within the MSP sector, with a special focus on overcoming objections to automated payment systems. Learn About Seamless Integration: Discover how new platforms like Zomentum are addressing the gaps in payment processing by integrating directly with accounting software, making your financial operations smoother. Strategies for Boosting Cash Flow: Gain insights on how MSPs can streamline their payment processes...

Jul 31, 202433 minEp. 68

EP067 – Stand out marketing strategies with Tim Fitzpatrick

In this episode you will learn: The pitfalls of diving into marketing tactics without a solid strategy. How Targeting and niching down can drastically simplify and enhance your marketing efforts. How to avoid wasting time and resources on ineffective practices. Tune in to pick up these valuable insights that can help you navigate the complexities of marketing for MSPs! Connect with Tim Fitzpatrick on LinkedIn by clicking here – https://www.linkedin.com/in/timpfitzpatrick/ Connect with Daniel Wel...

Jul 12, 202432 minEp. 67

EP066 – Innovating the MSP Ecosystem with ConnectWise's Pitch It Program

Welcome to another episode of It’s a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. Why Listen to This Episode? This episode delves into ConnectWise's "Pitch It" program, spotlighting its role in empowering the next wave of entrepreneurs in the MSP Vendor ecosystem. With insights from the ConnectWise team, listeners will explore the challenges and opportunities in transitioning from MSP to vendor, alongside the community and mentorship benefits within the Pitch...

Jul 10, 202435 minEp. 66

EP065 – Technological Shifts and the Future of MSP IT Staffing with Supportwave

In this episode of "It's a Numbers Game," Daniel and Adam are joined by Kosta Karatamoglou and Caitlin McGregor from Supportwave. They dive into the evolving gig economy and how it's reshaping the MSP landscape. Here are three reasons why you should tune in: Discover how the gig economy is creating flexible work opportunities for both MSPs and IT professionals. Learn about the rise of fractional roles and how they provide high-level expertise without full-time commitments. Understand the impact ...

Jul 08, 202430 minEp. 65

EP064 - How AI and automation can boost MSP Efficiency with Mark Pennington

In this episode, you'll learn: How AI and automation can boost efficiency and profitability in your MSP. Practical examples of AI applications, from sentiment analysis to multilingual support. The benefits of leveraging your PSA data to improve ticket resolution and onboarding processes. Connect with Mark Pennington on LinkedIn by clicking here – https://www.linkedin.com/in/mrpennington/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-5465971...

Jun 14, 202435 minEp. 64

EP063 - Mastering MSP Marketing with Devin Rose

Why Listen to This Episode? Discover the essential MSP marketing tactics that can boost your lead generation. Learn why having an up-to-date, secure website is crucial for your marketing success. Get practical tips on leveraging SEO, Google Ads, and content marketing for your MSP Connect with Devin Rose on LinkedIn by clicking here – https://www.linkedin.com/in/mrdevinrose/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/ Connect wit...

Jun 12, 202430 minEp. 63

EP062 – Think You Know Private Equity? Discover Evergreen's Buy and Hold Model with Sydney Hockett

Why Listen? Discover how Evergreen's unique long-term investment strategy sets them apart in the MSP space. Learn the key metrics and qualitative factors that can make your MSP business attractive to acquirers. Gain insights on optimizing your business for potential future acquisition while maintaining operational efficiency. Connect with Sydney Hockett on LinkedIn by clicking here - https://www.linkedin.com/in/sydney-hockett/ Connect with Daniel Welling on LinkedIn by clicking here – https://ww...

Jun 10, 202433 minEp. 62

EP061 - Accidental Beginnings to Vendor Triumph with Luis Giraldo

Why listen to this episode: Get inspired by Luis Giraldo's accidental journey from a solo MSP owner to a successful vendor. Learn how to leverage business intelligence tools like Cognition 360 for MSP growth. Discover the critical importance of understanding and managing your business numbers. Connect with Luis on LinkedIn by clicking here - https://www.linkedin.com/in/luisgiraldo/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/ Con...

Jun 05, 202431 minEp. 61

EP060 - Mindfulness and Muscle with Rachel Williams

Why listen to this episode: Rachel delivers practical tips on improving mental well-being to boost your sales performance. Learn how to balance lifestyle choices for better health, including sleep, diet, and exercise, tailored for the busy MSP owner. Discover easy, actionable strategies to keep you energised and focused, whether you're running your MSP or planning for life beyond work Connect with Rachel Williams on LinkedIn by clicking here - https://www.linkedin.com/in/zestylady/ Connect with ...

May 10, 202430 minEp. 60

EP059 - M&A Strategies with Hartland Ross from The Host Broker

Why listen to this episode: Understand the Full Spectrum of MSP Business Growth: Hartland shares insights into how MSPs can grow organically through marketing and also accelerate growth through mergers and acquisitions. Learn from a Seasoned Expert: With over 20 years in the industry, Hartland discusses the evolution of MSP and hosting businesses and offers valuable perspectives on adapting to market changes. Practical Tips for Buying or Selling an MSP: Whether you're looking to buy or sell, Har...

May 08, 202432 minEp. 59

EP058 – Mastering Pen Testing and Cybersecurity for MSPs with Expert Ian Schenkel

Why You Should Listen to This Episode? Dive deep into the nuances of pen testing versus vulnerability scans with Ian's expert insights—perfect for demystifying cybersecurity for MSPs. Explore real-world applications and the financial side of cybersecurity services, helping you understand how to maximize returns for your MSP. Hear from Ian about navigating the MSP landscape with cybersecurity tools, complete with practical advice and a sprinkle of humour! Connect with Ian on LinkedIn by clicking ...

May 06, 202431 minEp. 58

EP057 – How to build a £3m MSP without a salesperson with James Eades

Why You Should Listen to This Episode? Learn how James Eades built a successful MSP without a traditional sales team — hear about the unique sales and management strategies that keep them lean and effective. Explore the integration of automation and AI in MSP operations, and get insights on how these technologies are revolutionising customer engagement and service delivery. Gain practical advice from a seasoned MSP owner on scaling a business and the role of leadership in evolving business struc...

May 01, 202433 minEp. 57

EP056 – Preparing Your MSP for a Profitable Exit with Hilary and Frank Stiff

Why You Should Listen to This Episode? Get first hand insights from industry veterans on how to prepare your MSP for a successful acquisition. Learn about the complexities of MSP valuation and how to maximize your company's worth. Discover how operational decisions and cultural alignment impact buyer interest and the overall success of a sale. Connect with Hilary Stiff on LinkedIn by clicking here - https://www.linkedin.com/in/hillarystiff/ Connect with Frank Stiff on LinkedIn by clicking here -...

Apr 29, 202432 minEp. 56

EP055 – Mastering Delegation and Task Management with Claire Jenks

Why You Should Listen to This Episode? Discover practical ways to overcome overwhelm and boost productivity by mastering the art of delegation. Gain insights into breaking down big goals into manageable tasks that set you up for daily and long-term wins. Learn from Claire's expertise on organising your workload effectively, ensuring you're focusing on the right tasks at the right time. Connect with Claire Jenks on LinkedIn by clicking here – https://www.linkedin.com/in/clairejenks/ Connect with ...

Apr 26, 202428 minEp. 55

EP054 – Top Down, Bottom Up, Guide To Budgeting with Andrew Trounce

Why Listen to This Episode? Andrew's Corporate Insights: Learn how big business strategies from Andrew’s diverse background can be tailored to fit the MSP model, offering a unique perspective on growth and efficiency. Budgeting Simplified: Discover practical budgeting techniques, including top-down and bottom-up approaches, that can help streamline your financial planning and set realistic, achievable goals for your MSP. Dealing with Challenges: Gain valuable advice on how to respond to unexpect...

Apr 24, 202427 minEp. 54

EP053 – Balancing the Books: Financial Insights from 28 Years in MSP with Mark Williams

Why Listen to This Episode? Dive into the real-world journey of a seasoned MSP owner, Mark Williams, as he shares the ups, downs, and crucial lessons learned over 28 years in the business. Get insider tips on navigating financial management and strategic growth from someone who’s weathered tech booms, economic downturns, and a global pandemic. Hear first-hand how effective networking and word-of-mouth referrals continue to be game changers in building a successful MSP. Connect with Mark on Linke...

Apr 22, 202433 minEp. 53

EP052 - TAM or vCIO; What is the difference with Paul Croker

Welcome to another episode of It’s a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. We created It’s a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don’ts to achieve MSP financial growth. Why Listen to This Episode? TAM vs. vCIO Roles Explained: Unravel the roles and ...

Apr 17, 202430 minEp. 52

EP051 - PSA Unplugged: Navigating the When, Why, and How of Switching Your Service Automation Tool with Connor Fagan

Welcome to another episode of It’s a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. We created It’s a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don’ts to achieve MSP financial growth. Why Listen to This Episode? Expert PSA Insights: Gain valuable insights on the P...

Apr 15, 202429 minEp. 51

EP049 - Applying the Lessons From My First MSP in My Second MSP with Joe Burns

EP049 - Applying the Lessons From My First MSP in My Second MSP with Joe Burns Welcome to another episode of It’s a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. We created It’s a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don’ts to achieve MSP financial growth. W...

Apr 01, 202433 minEp. 49

EP048 - Talk the Talk; Navigating the World of Telemarketing with Tara-Jane Sloane

EP048 - Talk the Talk; Navigating the World of Telemarketing with Tara-Jane Sloane Welcome to another episode of It’s a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. We created It’s a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don’ts to achieve MSP financial growt...

Mar 28, 202431 minEp. 48

EP047 – Seize unclaimed Millions in the MSP Channel with Jay Janes

EP047 – Seize unclaimed Millions in the MSP Channel with Jay Janes from Xpandly Welcome to another episode of It’s a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. We created It’s a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don’ts to achieve MSP financial growth. ...

Mar 21, 202428 minEp. 47

EP046 - Commercialising Cyber Security with Dor Eisner

Welcome to another episode of It’s a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. We created It’s a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don’ts to achieve MSP financial growth. Why Listen to This Episode? In this enlightening episode of "It's A Numbers Game...

Mar 19, 202432 minEp. 46

EP045 - Sales Tips, Exercise Bikes and the Pub! with Danny Boyle

In this episode of "It's a Numbers Game," featuring guest Danny Boyle, listeners will delve into valuable insights and practical advice across a variety of topics. Here are three main takeaways: Effective Sales Techniques for MSPs: Discover Danny's proven strategies for improving sales calls, including understanding the client's needs and navigating the sales cycle from initial contact to closing the deal. The Importance of Relationship Building in Sales: Learn about the shift from traditional s...

Mar 12, 202431 minEp. 45

EP050 - Mastering MSP Growth with Colin Knox

Welcome to another episode of It’s a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. We created It’s a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don’ts to achieve MSP financial growth. Why Listen to This Episode? Get inspired by Colin Knox's journey from joining a ...

Mar 12, 202431 minEp. 50

EP044 - The Cyber Insurance Opportunity with John Roberts

Welcome to another episode of It’s a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. We created It’s a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don’ts to achieve MSP financial growth. Why Listen to This Episode? Dive into this episode of "It's a Numbers Game" with...

Mar 07, 202432 minEp. 44

EP042 - MSP Growth Unveiled: Navigating Market Trends and M&A Strategies with John Snead

Welcome to another episode of It’s a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. We created It’s a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don’ts to achieve MSP financial growth. Why Listen to This Episode? Insightful Analysis of Current Market Trends : John ...

Feb 20, 202438 minEp. 42
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