PROFIT With A Plan

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This is where you can get some great ideas to create your most profitable financial plan. Just so you know, financial planning isn’t only for those that have a lot of money or for run big companies. A workable financial plan is for us everyday small business owners and professionals that want to k…

Bella Financial


    • May 19, 2026 LATEST EPISODE
    • weekly NEW EPISODES
    • 34m AVG DURATION
    • 342 EPISODES


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    Latest episodes from PROFIT With A Plan

    EP347 Stop Undercharging. Price for Profit, Not Just Your Time

    Play Episode Listen Later May 19, 2026 41:36 Transcription Available


    Stop Undercharging: Price for Profit, Not Just Your Time

    EP346 How Small Businesses Use SMS & RCS to Drive Revenue

    Play Episode Listen Later May 12, 2026 40:34 Transcription Available


    EP345 Why Your Sales Problem Is Really a Clarity Problem

    Play Episode Listen Later May 5, 2026 42:53 Transcription Available


    Why Your Sales Problem Is Really a Clarity Problem

    EP344 Turn YouTube Into a Lead Generation System in 90-Minutes a Week

    Play Episode Listen Later Apr 28, 2026 42:56 Transcription Available


    EP343. How To Get People To Say Yes: The Science of Ethical Persuasion

    Play Episode Listen Later Apr 21, 2026 41:27 Transcription Available


    EP342 Operational Leverage: The New Growth Engine for Founders

    Play Episode Listen Later Apr 14, 2026 36:09


    EP341 The Hidden Revenue System After the First Yes

    Play Episode Listen Later Mar 31, 2026 37:44 Transcription Available


    The Hidden Revenue System After the First Yes

    EP340 When Something Feels Off- How to Fix a Business Before It Breaks

    Play Episode Listen Later Mar 24, 2026 40:14 Transcription Available


    When Something Feels Off: How to Fix a Business Before It Breaks EP340 Profit With A Plan Podcast Released 3/24/26 Guest: Jay David, Founder of Do Business Better Host: Marcia Riner CEO of Infinite Profit®, business growth strategist

    EP339 Growth by Subtraction - The Strategy Most Founders Miss

    Play Episode Listen Later Mar 17, 2026 33:14 Transcription Available


    Growth by Subtraction: The Strategy Most Business Owners Miss Released March 17, 2026

    EP338 Founder Dependency - Build a Business That Runs Without You.

    Play Episode Listen Later Mar 3, 2026 33:14 Transcription Available


    Founder Dependency: Build a Business That Runs Without You EP338 Profit With A Plan podcast Release date March 3, 2026 Guest: Paloma Goggins is a business attorney, M&A consultant, and transition coach. Ans the founder of Nocturnal Legal Host: Marcia Riner, Business growth strategist and CEO of Infinite Profit®

    EP337 Brand Clarity Beats Polished Marketing.

    Play Episode Listen Later Feb 17, 2026 35:13 Transcription Available


    Brand Clarity Beats Polished Marketing  EP337 of Profit With A Plan Podcast Released February 17, 2026 Guest: Rob Genovesi, brand strategist and founder of Build Strong Brands Host: Marcia Riner, CEO Infinite Profit® and business growth strategist

    EP336 Make It Easy to Buy - Fix the Friction Killing Your Revenue.

    Play Episode Listen Later Feb 10, 2026 39:02 Transcription Available


    Make It Easy to Buy: Fix the Friction Killing Your Revenue EP336 Profit With A Plan Podcast Released, February 10, 2026 Guest: Kristin Zhivago, CEO of Zhivago Partners, a revenue growth services firm. Host: Marcia Riner, CEO of Infinite Profit® a business growth strategist

    EP335 Stop Posting More -Fix Your LinkedIn Network Strategy Instead

    Play Episode Listen Later Feb 3, 2026 31:21 Transcription Available


    Stop Posting More: Fix Your LinkedIn Network Strategy Instead EP335 of Profit With A Plan Podcast Released February 3, 2026 Guest: Daniel Alfon, LinkedIn Strategiest Host: Marcia Riner, CEO of Infinite Profit®, Business Growth Strategist

    EP334 Stop Guessing- Use Benchmarks to Fund Profitable Growth

    Play Episode Listen Later Jan 27, 2026 38:41 Transcription Available


    Stop Guessing- Use Benchmarks to Fund Profitable Growth EP334 Profit With A Plan Podcast Released January 27, 2026 Guest: Jon Morris, CEO of Fiscal Advocate Host: Marcia Riner, CEO of Infinite Profit®, Business Growth Strategist

    EP333 Hiring Isn't a Gut Call. It's a Numbers Call.

    Play Episode Listen Later Jan 13, 2026 33:36 Transcription Available


    Hiring Isn't a Gut Call. It's a Numbers Call. EP333 of Profit With A Plan Podcast Released January 13, 2026 Guest: Jen Fizer, CEO of MKB CFO & Bookkeeping Host: Marcia Riner, CEO of Infinite Profit, Business Growth Strategist  

    EP332 Stop Posting More- Build a Visibility Strategy That Actually Converts.

    Play Episode Listen Later Jan 6, 2026 36:21 Transcription Available


    EP331 Why Physical Touchpoints Are Beating Funnels at Customer Retention

    Play Episode Listen Later Dec 17, 2025 40:31 Transcription Available


    Why Physical Touchpoints Are Beating Funnels at Customer Retention EP331 of Profit With A Plan Podcast Released Date: December 16, 2025   Guest:  Mark Stern, founder and CEO of Custom Box Agency Host: Marcia Riner, Business Growth Strategist, Infinite Profit®  

    EP330: Stop Guessing: Use Your Numbers To Actually Grow Your Business

    Play Episode Listen Later Dec 9, 2025 35:26 Transcription Available


    Stop Guessing: Use Your Numbers To Actually Grow Your Business EP330 Profit With A Plan Podcast Releases December 9, 2025 Guest:  Sonny Grappone, Founder of Precision Accounting cConsulting Host: Marcia Riner, Business Growth Strategist, CEO of Infinite Profit®  

    Ep329 Pricing Mistakes That Are Costing You Millions

    Play Episode Listen Later Dec 2, 2025 39:42 Transcription Available


    Pricing Mistakes That Are Costing You Millions EP329 Profit With A Plan Podcast Released December 2, 2025 Guest: Dan Balcauski, B2B SaaS pricing expert and founder of Product Tranquility Host: Marcia Riner, Business Growth Strategist and CEO of Infinite Profit®  

    EP328 How to Tell Stories That Actually Convert Your Audience Into Clients

    Play Episode Listen Later Nov 25, 2025 38:17 Transcription Available


    How to Tell Stories That Actually Convert Your Audience Into Clients EP328 of Profit With A Plan Podcast Released Date 11.25.25 Guest: Dr. Danny Brassell Phd, Master storyteller, speaker, trainer and coach Host: Marcia Riner, Business Growth Strategist | Infinite Profit®  

    EP327 Influence Beats Authority - The Leadership Skill That Changes Everything

    Play Episode Listen Later Nov 18, 2025 38:07 Transcription Available


    Influence Beats Authority - The Leadership Skill That Changes Everything EP327 of Profit With A Plan Podcast Released November 18, 2025 Guest:  Tami Reiss, Leadership Trainer and the CEO of Leader Within  Host: Marcia Riner, Business Growth Strategist, CEO Infinite Profit®  

    EP326 Stop Using Personal Credit to Fund Your Business

    Play Episode Listen Later Nov 11, 2025 36:45 Transcription Available


    Stop Using Personal Credit to Fund Your Business

    EP325 From Audience to Income -How Paid Communities Create Real Freedom.

    Play Episode Listen Later Nov 4, 2025 38:04


    From Audience to Income: How Paid Communities Create Real Freedom EP325 Profit With A Plan Podcast Released November 4, 2025 Guest:  Carol Tice, Journalist and Founder of the Community Growth Academy  Host: Marcia Riner, Business Growth Strategist | Infinite Profit  

    EP324 Plug Your Profit Leaks - Build a Lean Company That Grows Faster

    Play Episode Listen Later Oct 28, 2025 36:05


    Plug Your Profit Leaks - Build a Lean Company That Grows Faster EP324 Profit With A plan Podcast Released October 28,v 2025 Guest:  Duane Deason, CPA, CFO, Founder and President | Efficacy Group Host: Marcia Riner, Business Growth Strategist | Infinite Profit®

    EP323 Your Story Is Your Growth Strategy: Turning Purpose Into Profit

    Play Episode Listen Later Oct 21, 2025 40:17 Transcription Available


    EP322: Inside Growth 2.0: How AI, GEO & Vibe Coding Are Changing Everything

    Play Episode Listen Later Oct 7, 2025 34:42 Transcription Available


    Inside Growth 2.0. How AI, GEO & Vibe Coding Are Changing Everything EP322 Profit With A Plan Podcast Release date: October 6, 2025 Guest: Raj Singh, VP of Product at Mozilla Host: Marcia Riner, Business Growth Strategist | Infinite Profit®  

    EP321 When to Move Beyond QuickBooks: CFO Insights for Growing Businesses

    Play Episode Listen Later Sep 30, 2025 33:17 Transcription Available


    When to Move Beyond QuickBooks -CFO Insights for Growing Businesses EP321 of Profit With A Plan Podcast Released September 30, 2025   Guest: Laresa McIntyre - Founder and Fractional CFO | Rockbridge CFO Host: Marcia Riner- Business Growth Strategist | Infinite Profit®  

    EP319 Membership Models That Drive Recurring Revenue

    Play Episode Listen Later Sep 16, 2025 36:26 Transcription Available


    EP318 Build to Sell, Build to Scale - Exit Strategy Secrets

    Play Episode Listen Later Sep 9, 2025 38:20 Transcription Available


    EP317 Stop Guessing: How to Know Exactly What Your Buyer Wants

    Play Episode Listen Later Sep 2, 2025 34:55 Transcription Available


    EP316 How To Turn Video Views Into Clients (Not Just Clicks)

    Play Episode Listen Later Aug 26, 2025 36:34 Transcription Available


    EP315: Why Your SEO Isn't Working Anymore (And What to Do in 2025)

    Play Episode Listen Later Aug 12, 2025 36:34 Transcription Available


    Why Your SEO Isn't Working Anymore (And What to Do in 2025) EP315 Profit With A Plan Podcast Release date: August 12, 2025 Guest: Steven Schneider, CEO of TrioSEO Host:  Marcia Riner, Business Growth Strategist | Infinite Profit®  

    EP314: Mid-Funnel Mastery: How Strategic Video Creates a Ripple Effect with Tim Bradley

    Play Episode Listen Later Aug 5, 2025 37:49 Transcription Available


    Mid-Funnel Mastery: How Strategic Video Creates a Ripple Effect EP314 Profit With A Plan Podcast Released August 5, 2025 Guest: Tim Bradley, Co-Founder of Pennant Video Host: Marcia Riner, Business Growth Strategist | Infinite Profit®  

    EP313: Profits in the Numbers: Bookkeeping, Tax Smarts & Clarity with Tanya Akimenko

    Play Episode Listen Later Jul 29, 2025 33:48 Transcription Available


    Profits in the Numbers: Bookkeeping, Tax Smarts & Clarity  EP313 Profit With A Plan Podcast Released: July 29, 2025 Guest: Tanya Akimenko, Tax and Accounting Expert | Golden Apple Agency Host: Marcia Riner, Business Growth Strategist | Infinite Profit®

    EP312: The Sales Engine That Scales – With Alan Versteeg

    Play Episode Listen Later Jul 22, 2025 32:31 Transcription Available


    The Sales Engine That Scales – With Alan Versteeg Guest: Alan Versteeg, Co-Founder of Growth Matters Host: Marcia Riner | Profit Booster® Podcast: PROFIT With A Plan Topic: Building a Sales Engine for Entrepreneurial Scale Released: July 22, 2025

    EP311 Building a Sales Team That Sells: Hiring Right and Messaging Smart with Walter Crosby

    Play Episode Listen Later Jul 15, 2025 38:29 Transcription Available


    Building a Sales Team That Sells: Hiring Right and Messaging Smart EP311 - Profit With A Plan Podcast Released Date: July 15, 2025 Guest: Walter Crosby, CEO of Helix Sales Development Host: Marcia Riner, Business Growth Strategist | Infinite Profit®   Episode Overview Think hiring your first salesperson is as easy as picking someone with a great résumé? Think again. On this episode of PROFIT With A Plan, Marcia Riner sits down with sales development expert Walter Crosby to bust hiring myths and reveal how most CEOs hire salespeople all wrong. Walter shares why industry experience can backfire, how to create congruent sales messaging, and what it really takes to build a high-performance sales team with repeatable revenue results. Whether you're about to make your first sales hire or you're ready to restructure a team that's not performing—this episode is your playbook. ⏱️ Key Takeaways & Timestamps [00:03:20] Meet Walter Crosby Get to know Walter's backstory, why he launched Helix Sales Development, and how he's helping founders scale their sales organizations the right way. [00:04:43] Falling Into Sales: The Accidental Career Path Walter shares how most top salespeople don't start in sales—and why the hunger to perform outweighs fancy credentials. [00:08:00] Why Needing to Be Liked Kills Sales Performance Discover why a salesperson's need for approval gets in the way of asking tough, deal-closing questions. [00:10:00] The Traits of a Top Sales Rep The four must-have characteristics of a great salesperson: curiosity, skepticism, active listening, and empathy. [00:14:05] Are You Solving the Wrong Problem? Walter explains how to challenge client assumptions and uncover the real issues behind poor close rates. [00:15:45] The #1 Mistake in Sales Hiring Stop hiring salespeople like every other employee. Walter reveals how to rethink your interview process. [00:17:00] Skill Set vs. Mindset: Hire for What Matters Why sales success isn't about product knowledge—but knowing how to reach, navigate, and speak to the buyer. [00:21:10] Why Industry Experience is Overrated Walter explains why hiring from inside your industry might actually hurt you—and what to look for instead. [00:23:00] Stop Selling the Job During the Interview Learn how to evaluate a candidate before pitching your company culture and compensation package. [00:26:00] Why Your Salesperson Shouldn't Be Your Marketer Understand the different roles required in lead generation vs. closing—and why expecting one person to do it all is a recipe for failure. [00:29:00] Aligning Sales & Marketing Messaging Discover how to hand your sales team the right message—so they're not winging it with buyers. [00:32:00] The Infrastructure of a Winning Sales Org Why you need sales processes, messaging, management, and training before you expect consistent performance. [00:33:45] Never Promote Your Top Salesperson to Manager Walter shares the leadership trap most CEOs fall into—and what to do instead. [00:36:01] Resource: Walter's Sales Velocity Email Series Get real stories from the trenches and lessons learned from 40+ years of sales leadership. Sign up at

    EP310: Scaling Smart: Private Equity, Profit & Purpose with John Brooks

    Play Episode Listen Later Jul 8, 2025 34:42 Transcription Available


    Scaling Smart: Private Equity, Profit & Purpose Guest: John Brooks, CEO of Warehouse on Wheels Host: Marcia Riner, Profit Booster® | PROFIT With A Plan Podcast Episode Runtime: 33 mins Tags: private equity, business growth strategy, business exit, scaling operations, stakeholder ROI, team ownership, trailer rentals

    EP309: Building Capacity & Using Positive Stress to Drive Business Growth with Steve Perry

    Play Episode Listen Later Jul 1, 2025 35:31 Transcription Available


    Building Capacity & Using Positive Stress to Drive Business Growth Podcast: Profit With A Plan - Episode 309 Release date: July 1, 2025 Guest: Steve Perry, Founder of The Well Recruiting Solutions & Author of The Capacity Model Host: Marcia Riner, Business Growth Strategist at Infinite Profit® Episode Summary Is stress holding you back—or pushing you forward? In this game-changing episode, Steve Perry breaks down how positive stress can expand your leadership capacity, grow your business, and create teams that thrive. Discover how to shift from breakdown to breakthrough, empower your team, and build a business that scales without burning out. Whether you're hiring your first employee or leading a large organization, this episode is packed with insights on capacity-building, mindset, team empowerment, and stress as a growth signal.

    EP308: Targeted Time: Work Smarter by Aligning Tasks to Your Peak Productivity with Daphne Valcin

    Play Episode Listen Later Jun 24, 2025 37:43 Transcription Available


    EP307 – Stop the Stupid: Build a Culture of Proactive Problem Solving with Doug Hall

    Play Episode Listen Later Jun 17, 2025 38:24 Transcription Available


    EP307 – Stop the Stupid: Build a Culture of Proactive Problem Solving with Doug Hall Podcast: PROFIT With A Plan Host: Marcia Riner Guest: Doug Hall, Inventor & Author of “Proactive Problem Solving” Is your business wasting time, talent, and money on preventable problems? This episode is your wake-up call. Doug Hall—renowned inventor, innovation researcher, and founder of Eureka! Ranch—joins Marcia to expose the root cause of wasted resources in growing companies: broken systems and disengaged employees. Discover how to create a culture of proactive problem solving across every level of your organization—from the frontlines to leadership—and finally stop the stupid.

    EP306: Is Your Business Trapped in Your Head? How to Build Systems That Set You Free with Eric Williams

    Play Episode Listen Later Jun 10, 2025 34:56 Transcription Available


    Episode Title: Is Your Business Trapped in Your Head? How to Build Systems That Set You Free with Eric Williams Released: June 10, 2025 Guest: Eric Williams, Founder & Chief Business Transformation Officer at Willity Host: Marcia Riner, Business Growth Strategist at Infinite Profit®

    EP305: Built to Scale: Strategic Leadership That Frees You from the Day-to-Day with Liz Weber

    Play Episode Listen Later Jun 3, 2025 37:21 Transcription Available


    Built to Scale: Strategic Leadership That Frees You from the Day-to-Day  EP305 Profit With A Plan Podcast Released June 3, 2025 Guest: Liz Weber, Global Leadership Guru Host: Marcia Riner, Business Growth Strategist | Infinite Profit® Episode Summary: In this episode of PROFIT With A Plan, Marcia Riner sits down with Liz Weber, a 2025 Top 30 Global Leadership Guru, leadership advisor, keynote speaker, and strategic consultant to boards and C-suite teams. Liz unpacks why most small business owners become the bottleneck in their companies—and what it takes to step into true strategic leadership. If you're tired of doing everything yourself, stuck managing every little detail, or worried that your business can't function without you—this episode is your blueprint for sustainable growth and succession-ready leadership. Discover how to build systems, develop leaders, and scale without burnout. This is the episode founders, CEOs, and visionary entrepreneurs can't afford to skip. SEO Keywords: leadership advisor for small business, strategic leadership for entrepreneurs, scalable business systems, how to delegate effectively, off-loading founder knowledge, business succession planning, developing leadership teams, simple systems to grow business, sustainable business growth, C-suite leadership strategies

    Create Raving Fans: How Small Businesses Win Big with Memorable Experiences with Vance Morris

    Play Episode Listen Later May 27, 2025 39:05 Transcription Available


    Create Raving Fans: How Small Businesses Win Big with Memorable Experiences  EP304 Profit With A Plan Podcast Released May 27, 2025 Guest: Vance Morris, Customer Retention Expert, founder of Chesapeake Service Solutions Host: Marcia Riner, Business Growth Strategist, CEO Infinite Profit® Podcast Notes: In this unforgettable episode of Profit With A Plan, Marcia Riner sits down with Vance Morris—Disney veteran, customer retention expert, and founder of Chesapeake Service Solutions. Vance reveals how small business owners can stop chasing new customers and start creating raving fans who return again and again—and bring their friends with them. If you're tired of transactional relationships and want to build a business that thrives through loyalty, storytelling, and unforgettable experiences, this episode is your roadmap. ⏱️ Timestamps + Key Moments: 00:02:15 – Meet Vance Morris: From Disney leadership to customer experience strategist 00:04:02 – What Disney taught Vance about loyalty and brand affinity 00:05:38 – Why Chick-fil-A trains better employees than most companies 00:07:00 – The real reason small businesses can't blame the labor pool 00:08:50 – Cultivating brand evangelists like Apple, Harley-Davidson & Disney 00:10:04 – Why creating emotional connection beats flashy branding every time 00:12:00 – How Vance used his kids in marketing to create unforgettable bonds with clients 00:13:58 – The simple 3-part system to keep clients for life 00:15:50 – Why paper newsletters still outperform digital marketing 00:17:40 – How even B2B firms can use customer experience to grow loyalty 00:20:55 – Real-world example: Turning an oil change shop into the "Disney of service stations" 00:26:53 – The ROI of experience: higher prices, lower churn, and brand buzz 00:29:11 – Branding an insurance agency as “the agency that rocks” 00:31:05 – Why being memorable is better than being the cheapest 00:32:11 – Little things, big impact: how a university security guard wowed Vance's family 00:36:03 – Vance's free gift: 52 Ways to Wow Your Customers Without Breaking the Bank

    Simplify & Scale: The Power of a Clear Business Promise with Pete Mohr

    Play Episode Listen Later May 20, 2025 36:39 Transcription Available


    EP302: Simplify, Document, Scale: The 3-Step System for Process Excellence with Errol Allen

    Play Episode Listen Later May 13, 2025 35:56 Transcription Available


    Simplify, Document, Scale: The 3-Step System for Process Excellence  EP302 Profit Withe a Plan Podcast Released May 13, 2025 Guest: Errol Allen, Process Expert, Founder of Errol Allen Consulting Host: Marcia Riner, Business Growth Strategist, CEO of Infinite Profit®

    EP301: Curiosity- The Key To Operational Excellence with Jon Bassford

    Play Episode Listen Later May 7, 2025 36:46 Transcription Available


    Curiosity-Driven Leadership: The Operational Edge  EP301 Profit With A Plan Podcast Released May 6, 2025 Guest: Jon Bassford, Operations Expert, founder of Lateral Solutions Host: Marcia Riner, Business Growth Strategist, Infinite Profit®

    EP 300: Stop Selling, Start Dating - How to Build Loyal Clients with Mark Young

    Play Episode Listen Later Apr 29, 2025 38:45 Transcription Available


    Stop Selling, Start Dating - How to Build Loyal Clients EP300 PROFIT With A Plan Podcast Released April 29, 2025 Guest: Mark Young, CEO, Entrepreneur, & Author of Date Your Clients Host: Marcia Riner, Business Growth Strategist | Infinite Profit®

    EP299: The 3 Facebook Posts That Generate Leads, Engagement & Email Subscribers with Deirdre Tshien

    Play Episode Listen Later Apr 22, 2025 36:46 Transcription Available


    The 3 Facebook Posts That Generate Leads, Engagement & Email Subscribers Podcast: Profit With A Plan Guest: Deirdre Tshien | CEO of Capsho Host: Marcia Riner | Business Growth Strategist | CEO of Infinite Profit®

    EP298 Break Through Resistance & Build a More Valuable Business with Justin Goodbread

    Play Episode Listen Later Apr 15, 2025 32:19 Transcription Available


    EP297: Fix the Friction: How to Align Teams for Better Performance with Vikki Kempker

    Play Episode Listen Later Apr 8, 2025 34:04


    Fix the Friction: How to Align Teams for Better Performance EP297 of Profit With A Plan Podcast Release date: April 8, 2025 Guest: Vikki Kempker, Workplace Strengths Strategist and founder of TeamAlign Method™ Host: Marcia Riner, Business Growth Strategist, CEO of Infinite Profit® Episode Summary: Hiring talented people is only half the battle—aligning them in the right roles is the real key to performance. In this episode of Profit with a Plan, Marcia Riner welcomes Vikki Kempker, Workplace Strengths Strategist and creator of the TeamAlign Method™, to discuss how hidden misalignments can quietly derail your team's success. Using the Kolbe Index and her proprietary L.E.A.D. Framework, Vikki helps leaders pinpoint how team members naturally take action and solve problems—and then build roles and collaboration around those innate strengths. The result? Less burnout, fewer bottlenecks, and more consistent execution.

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