As agency partners, we have access to an insane amount of backend data and insights into our clients’ business. Now what? How can we use all of that data to build momentum in our clients’ revenue pipelines and translate those insights for them so that they can make the case when they’re at the table with the decision-makers on their team? On this episode of Build a Better Agency, we’re joined by CRM and sales expert Eric Stockton, VP of Demand Generation at SharpSpring. Eric gives us a behind-th...
Apr 25, 2022•53 min•Ep 342•Transcript available on Metacast How does your agency show up in the world? As agency owners, we have a responsibility to know what’s going on — with our business, our employees, and our clients. There’s a lot going on in the world, and understanding how these things affect the worldviews of others in our space is the first step in deepening our agency relationships, elevating our business, and making sure we go beyond the “one-word” values our industry seems to be riddled with. In this episode of Build a Better Agency, Karley ...
Apr 18, 2022•56 min•Ep 341•Transcript available on Metacast One of the unfortunate truths of our business is that as agency owners, we are almost never in the driver’s seat when it comes to sales engagements. At the end of the day, we have no way to inspire, incent, cajole, bribe, or trick someone into buying agency services until they have a genuine need for them. But, with so much of our focus centered around not making an ask at the wrong time, it’s no surprise that so many of us are left with the same question — when CAN we sell? In this episode of B...
Apr 11, 2022•46 min•Ep 340•Transcript available on Metacast Running an agency in a post-COVID world means growing more and more comfortable operating in a virtual environment. This collective shift in our industry has been happening for a while, but after navigating a global pandemic, agency owners have had to pivot more rapidly than in the past. As a result, agency owners are left wondering how they can genuinely connect with their prospects and invest in those relationships when the human aspect of interaction has shifted to a digital one. In this epis...
Apr 04, 2022•52 min•Ep 339•Transcript available on Metacast Time sheets. Taxes. Annual reviews. There are some things we don’t love as agency owners and leaders. Cybersecurity and compliance are absolutely on that list. But much like taxes, it’s a necessary evil today. The risks are too great, and the reality is – our clients are going to demand it. We’re far better off to get out ahead of it before we’re asked. Even my guest, Nathan Maxwell, refers to cybersecurity and compliance as “necessary evils.” But, as the CEO of CCITeam, Nathan also knows better...
Mar 28, 2022•45 min•Ep 338•Transcript available on Metacast As agency owners, we tend to view sales as a necessary evil. Even when we love what we do, believe in how we do it, and have proof that we do it well, having to put on our “sales hats” can still feel, well, gross. But…maybe we’re going about getting those sales in the wrong way. Nobody likes sales…except for David Priemer. David loves sales. In fact, he loves sales so much that he opted to leave his non-sales background to deconstruct the traditional sales approach and develop his own methodolog...
Mar 21, 2022•44 min•Ep 337•Transcript available on Metacast Like so many other business environments, our industry is one that is undeniably extroverted on the surface. Agency work is collaborative, relational, creative, and dynamic — all attributes that seem to be catered almost exclusively to extroverted individuals. So where does that leave our introverted counterparts? Monica Parkin, my guest for this episode, is not only an award-winning public speaker, an acclaimed author, and an engaging business leader; she’s also a total introvert (a title she w...
Mar 14, 2022•46 min•Ep 336•Transcript available on Metacast Today, we’re delving into a topic that’s been on my mind, and on the minds of agency owners in general, for quite some time: employees. No matter where you are or how big your agency is, staffing is a challenge for everyone right now. Every time the subject comes up during my conversations with agency owners, there are two frustrations in particular that bubble to the surface time and time again: It is hard to find and attract qualified agency talent It is hard to retain the qualified and talent...
Mar 07, 2022•38 min•Ep 335•Transcript available on Metacast The last few years have thrown a lot at us — both professionally and personally. While we’ve done our best to navigate all of that unpredictability, many have struggled to not only react to these changes but adapt. As agencies continue to reframe and take stock of where we’re at in this “new normal,” I can’t think of a better time to dive into some impressive research just released in RSW/US’s 2022 New Year Outlook report. RSW/US talked to marketers, CMOs, business owners, agencies, and the peop...
Feb 28, 2022•54 min•Ep 334•Transcript available on Metacast For an industry that is heavily dependent on effective sales practices, many agency owners are intimidated by the “s” word. It conjures horrible imagery of vacuum salesmen trying to trick people into making purchases they don’t actually want or need. Hiring sales teams might seem like the right step but the results are often disappointing and it’s difficult to pinpoint exactly why. This can turn one of the most important aspects of building a successful agency into the most strenuous aspect. Kev...
Feb 21, 2022•44 min•Ep 333•Transcript available on Metacast Business development is a complicated and challenging aspect of agency life for many owners. The same rules that applied when the agency was new no longer apply once it starts to settle into its identity. But what is that identity, and how can it best be leveraged for business growth? And what if you want to shift that identity to better define how you want to be seen and known? After five episodes talking about the various pieces of the Biz Dev puzzle, this final episode in the mini-series pull...
Feb 14, 2022•49 min•Ep 332•Transcript available on Metacast Agency life has evolved dramatically since the era portrayed in shows like Mad Men . We used to be the keepers of the “secret sauce” for making the magic happen, and now we’re the keepers of the secret knowledge for using that magic to its greatest potential. Agencies used to be expected to be generalists, but now clients and prospects are looking for specialists with a depth of strategic expertise. And part of that specialty is having a clear point of view. But you can’t just whisper it; you ha...
Feb 07, 2022•36 min•Ep 331•Transcript available on Metacast Agency business development has to consider many things when setting goals. There is new business to be found, existing business to expand, and lost business to make up for. It can be difficult to juggle all of this information as the agency owner, but it can be challenging for an agency’s AEs who aren’t clear on how to best leverage their position. Today’s episode continues the series dedicated to improving your biz dev efforts. The first three episodes were focused on you as the business owner...
Jan 31, 2022•26 min•Ep 330•Transcript available on Metacast Agencies often pose important questions to our clients in order to help steer them into good decision-making. We talk to them about the need to be findable, to understand the customer’s buying journey, to be helpful to clients instead of selling to them, and being aware of how far prospects are into the buying decision by the time the client is actually aware the prospect exists. We are great at teaching this to our clients, but many agencies aren’t so great at taking their own advice. Today’s e...
Jan 24, 2022•34 min•Ep 329•Transcript available on Metacast During the lifetime of an agency, how that agency/agency owner approaches business development evolves. In the beginning, an agency’s first clients are people the agency owner knows personally. From there, as the agency matures and grows, it morphs into working with people who have been referred to the agency by happy clients. Many agencies never evolve past this level of business development. It can be challenging to see options for the continuum of business development beyond the normal routin...
Jan 17, 2022•38 min•Ep 328•Transcript available on Metacast As we start to dip our toes into 2022, many agencies have been pretty quiet on the biz dev front for the last 4-6 weeks. By the time we emerge from the holiday hibernation, we’re approaching February and our pipeline is feeling a little weak. I decided to help you jump-start your agency biz dev efforts with a series of podcast conversations just between you and me. I’ve decided to mix things up a bit. 2022 is my year to shake things up a little and why not start in January? Rather than my usual ...
Jan 10, 2022•52 min•Ep 327•Transcript available on Metacast There’s no denying that artificial intelligence isn’t just part of the future, it’s here today. But the concept is overwhelming for many agency owners. It’s hard to know where to begin when you don’t even know what questions to ask or how to find answers, especially when you are already pulled in so many directions every day. Who has time to add learning something as complex as AI to their TO-DO list? After running her own agency and then spending a decade at Content Marketing Institute, Cathy M...
Jan 03, 2022•48 min•Ep 326•Transcript available on Metacast In response to the changes brought about by the pandemic, many agency owners have turned to fear-based decision-making. Employee turnover and demands coupled with an erratic market and global uncertainty can make things feel out of control. Trying to steer an agency with a vision requires decision-making that might put you at odds with your team so it might feel wise to placate rather than push. But it’s not. In this solocast, we’re going to take a hard look at the fear-based leadership that has...
Dec 27, 2021•42 min•Ep 325•Transcript available on Metacast Diversity and inclusion have never been more front and center and the workplace is being called upon to better reflect the world around us, especially by our younger employees and potential employees. Agencies are trying to do their part, but many are feeling lost because they simply don’t know what they don’t know. If we want to continue to attract young talent, we have to crack this code. Over a year ago, brand consultant and marketing specialist Michael Barber published a post about spending ...
Dec 20, 2021•53 min•Ep 324•Transcript available on Metacast When things are going well in our agencies and our personal lives, it’s easy to relax into the comfort of that success. One of the risks of that comfort is missing the signs that trouble is brewing below the surface. There’s a difference between living in fear and anticipating challenges. No one is suggesting we live a life of paranoia where we’re constantly waiting for things to fall apart, but a vigilant approach to life and business can help us steer clear of troubled waters before we’re knee...
Dec 13, 2021•57 min•Ep 323•Transcript available on Metacast Understanding how clients view the agency relationship is key to making the most of that partnership. Every year since 2014, AMI and Audience Audit have brought you The Agency Edge Research Series to hopefully give helpful insights into what clients and prospects are looking for when working with agencies. The 2020 research correctly indicated that 2021 was going to be very robust for agency business. This year’s study was built to better understand the thinking behind this growth on the client ...
Dec 06, 2021•46 min•Ep 322•Transcript available on Metacast Everyone wants to make and have more money but understanding all the available financial options and opportunities can be overwhelming. Many agency owners are juggling debt, income, personal and professional mortgages, and complex investment plans, most of which are managed by advice we were given by our parents when we were young. We’ve heard of ways to use our money to make money, but it all sounds a little impossible to believe. Adam Carroll is one of the nation’s top financial educators and ...
Nov 29, 2021•45 min•Ep 321•Transcript available on Metacast As part of our succession planning work, we have seen and worked with owners going through every stage of agency life. We’ve seen agencies evolve and dissolve and there are complexities along the way regardless of the journey. One of the most complicated relationships can be between partners, whether that be partners who own and run an agency together, or an agency owner who is transitioning to selling his agency to one or more employees. In this solocast, we’re going to look at the important el...
Nov 22, 2021•43 min•Ep 320•Transcript available on Metacast As agency owners and leaders, we all want to succeed at the long game. We plan and work with the hope that it will lead to long-term success. But it can be difficult to hang in there when faced with uncertainty, and we constantly wonder which bets are going to pay off and when we need to pivot. Fear can paralyze us or force us to make decisions that undermine a potential payoff because it all feels a bit like a guessing game. Author and keynote speaker Dorie Clark is a world-renowned teacher and...
Nov 15, 2021•52 min•Ep 319•Transcript available on Metacast Putting yourself in the center of a community is a powerful tool for any agency owner, but that just scratches the surface of what is possible — if you make one small tweak. Imagine putting your client at the center of a community instead of yourself. An ecosystem of businesses, experts, and tools, all designed to help your clients become even more successful. This shift allows us to completely redesign how many of us think about biz dev and how best to serve our audience. And this is also how w...
Nov 08, 2021•44 min•Ep 318•Transcript available on Metacast The federal government and 36 of 50 states in the U.S. have research and development tax credits that many agency owners incorrectly believe our agencies are not eligible to receive. In reality, many AMI agencies take full advantage of these credits, sometimes earning back in excess of $100,000 a year. Needless to say, it’s important for your agency to explore whether or not you are eligible for these benefits because the impact on your bottom line could be a huge win. Mike D’Alessandro owns a c...
Nov 01, 2021•57 min•Ep 317•Transcript available on Metacast The conversation of diversity, equity, and inclusion and DEI policy creation is something on the minds of many agency owners. How to tackle such a delicate and complicated topic can be overwhelming and confusing. The fear of getting it wrong or not doing enough can lead to no action at all, which we can all agree does nothing to further the cause. But how exactly do we begin and how do we get it right? Nikki McCord returns to expand upon the conversation we started in Episode 304 (“The ROI of DE...
Oct 25, 2021•1 hr 4 min•Ep 316•Transcript available on Metacast At Agency Management Institute, we are often called upon to help agency owners plan their next steps when it comes time to sell. This may lead to the owner wanting to hand the reins to a current employee that has proven to be the right person to take over owning and running the agency. There are challenges that the seller has to contend with, but there are just as many challenges, and mistakes, the potential buyer needs to keep in mind. As an employee presented with the chance to take over owner...
Oct 18, 2021•27 min•Ep 315•Transcript available on Metacast “Culture” and “Brand” are two concepts that are often thought about and discussed as completely different topics. We don’t often consider how one might not only affect but define the other. But the truth is, they are very much the opposite sides of the same coin, if that coin represents the calling card for your agency or your client’s company. Agency owners and authors Mark Miller and Ted Vaughn have literally written the book on the connection between culture and brand. In examining the challe...
Oct 11, 2021•56 min•Ep 314•Transcript available on Metacast There is no shortage of advice on how to be a better agency leader, but much of the advice out there is esoteric or theoretical. The ideas are grand, but a solid, tangible game plan is rare. Without clear steps to take, old habits and behaviors easily return before these new ideas have a chance to create lasting change. Author Jonathan Raymond’s diversified background led to an interest in figuring out how leaders could grow their business in a way that was in alignment with their values. He has...
Oct 04, 2021•49 min•Ep 313•Transcript available on Metacast 
