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


    • Nov 18, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 34m AVG DURATION
    • 322 EPISODES


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    Latest episodes from PROFIT With A Plan

    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.

    EP296 Building Empowered Teams That Drive Growth with Eden Lovejoy

    Play Episode Listen Later Apr 1, 2025 36:57 Transcription Available


    EP296 Building Empowered Teams That Drive Growth with Eden Lovejoy Release date:  April 1, 2025 Guest: Eden Lovejoy, Founder of Virtual GM Matrix Host: Marcia Riner, Business Growth Strategist, Infinite Profit®

    EP295 Is Your Business Built for Long-Term Value or Just Survival featuring Saul Cohen

    Play Episode Listen Later Mar 25, 2025 38:05 Transcription Available


    Is your business built for long-term value or just survival? Guest:  Saul Cohen, Accountant and Acquisitions Expert - The Expert Eye Host: Marcia Riner, Business Growth Strategist - Infinite Profit® In this episode of Profit With A Plan, Saul Cohen, seasoned accountant and acquisitions expert, reveals how to structure your business for a profitable exit while maximizing cash flow and reducing risk. With experience across 100+ successful acquisitions and a background working with PwC, JP Morgan, EasyJet, and Tesco, Saul shares insider strategies that business owners can use to position themselves for the best valuation when it's time to sell.

    EP294: How to Spot & Keep A-Players in Your Business with Dr. Axa Yox

    Play Episode Listen Later Mar 18, 2025 33:54 Transcription Available


    How to Spot & Keep A-Players in Your Business with Dr. Axa Yox GUEST: Dr Axa Yox, PhD, award winner, inventor and author HOST: Marcia Riner, Business Growth Strategist, CEO of Infinite Profit® Episode Summary Hiring the right people is one of the biggest challenges for business owners. How do you spot top candidates, protect your A-players, and fix toxic workplace culture? In this episode, Dr. Axa Yox, an expert in neuroscience and business strategy, shares powerful insights on building a high-performing team. With a deep background in science, a PhD in microbiology, and a passion for leadership, Dr. Yox reveals how to attract, retain, and leverage A-players to drive business success. If you're serious about scaling your business with the right talent, this episode is packed with actionable strategies you don't want to miss! Key Takeaways ✅ How to identify top talent – Spot the best candidates who will drive your business forward. ✅ How to protect your A-players – Keep your best employees engaged, motivated, and thriving. ✅ How to fix toxic workplace culture – Recognize and eliminate the behaviors that are holding your business back. Timestamps & Key Insights

    EP293 Hidden Government Resources to Grow Your Business for Free with Matthew Lesko

    Play Episode Listen Later Mar 11, 2025 33:14 Transcription Available


    Hidden Government Resources to Grow Your Business for Free Guest: Matthew Lesko – Bestselling Author, Government Grants Expert, and Founder of Lesko Help Host: Marcia Riner | Profit Booster® | Infinite Profit Consulting Episode Summary In this eye-opening episode of Profit With a Plan, we dive into the world of free government money with the legendary Matthew Lesko. Known for his unforgettable question mark suits and decades of expertise, Matthew has helped millions of Americans unlock hidden government grants, loans, and resources to grow their businesses and personal wealth. At 81 years young, Matthew is still on a mission to help entrepreneurs find funding through his community, Lesko Help. Whether you're a startup, small business, or established company, this episode will teach you how to access free money without getting lost in bureaucracy.

    EP292 Crafting Marketing that Connects with Emily Aborn

    Play Episode Listen Later Mar 5, 2025 34:13 Transcription Available


    Crafting Marketing that Connects with Emily Aborn Host: Marcia Riner, Business Growth Strategist & CEO of Infinite Profit® Guest: Emily Aborn, Copywriter, Content Marketing Consultant, and Podcast Host Introduction What if your words could do more than just fill space on a webpage? What if they could attract the right clients, build stronger relationships, and drive real business growth? In this episode of Profit With a Plan, I sit down with Emily Aborn, an expert in content marketing, copywriting, and brand messaging. With over a decade of experience and collaborations in 113+ industries, Emily knows how to turn words into powerful business tools. We're diving deep into: ✔ How to craft marketing that feels authentic and engaging ✔ The balance between pain points and benefits in messaging ✔ Why cohesive branding matters across all platforms ✔ The power of specificity and clarity in your content Whether you're a business owner struggling to connect with your audience or just looking to refine your brand voice, this episode is packed with actionable insights to help you turn marketing into a growth engine for your business. Let's jump in! Episode Highlights & Key Takeaways [00:00:07] Introduction: The Power of Words in Marketing Marcia introduces the episode and the role of effective copywriting and branding in business success Guest Emily Aborn has worked with businesses in more than 113 industries, helping them create impactful messaging [00:02:26] Meet Emily Aborn: From Outdoor Gear to Copywriting Emily shares her journey from writing about outdoor sports gear to becoming a top content marketing strategist The importance of storytelling in making marketing more relatable and effective [00:06:49] Discovering What You Truly Love in Business How Emily identified her strengths in marketing, writing, and strategy The importance of aligning your business with your natural talents for long-term success [00:08:56] The Power of Specialization Without Losing Opportunities Many business owners fear niching down, but Emily reframes it as recognizing patterns in ideal clients Why specialization can actually attract higher-quality clients [00:10:59] Crafting a Clear, Authentic Message for Your Brand Avoid trying to be everything to everyone—clarity builds trust and connection Consistency in tone and language reinforces your brand identity Using recordings of natural conversations to refine messaging [00:13:40] Pain Points vs. Benefits: Finding the Right Balance Many marketing strategies focus only on pain points, but is that always the best approach? Why excitement and aspiration can be just as powerful as urgency and fear Instead of just fixing a problem, market the vision of a better future [00:15:47] Selling Without Manipulation Not every customer wants a quick fix—some prefer a strategic, long-term approach The difference between marketing to emergency buyers vs. aspirational buyers Why attracting aligned customers leads to better long-term relationships [00:20:29] Making Copywriting More Conversational and Engaging Find your natural speaking style and let it translate into your writing Avoid robotic or overly polished copy—people connect with authenticity Using voice memos to refine messaging before writing [00:23:28] Using Specificity to Make Your Message More Relatable A vague message won't connect with the right audience Example: Saying “Imagine biting into a slightly tart Granny Smith apple” is more engaging than just saying "apple.” Being specific makes content feel more personal and engaging [00:27:43] Targeting the Right Audience Without Being Too Narrow Instead of just selling wrinkle treatments, focus on the desired outcome Example: “Want to look effortlessly radiant, like you just applied the perfect makeup—but without wearing any?” Speaking to a specific outcome attracts the right audience without alienating potential customers [00:28:43] The One-Person Rule: Speaking Directly to Your Ideal Customer Content marketing should speak to one specific audience per post Trying to appeal to everyone at once makes messaging unclear and ineffective Instead of writing one long, general post, create separate targeted messages for different audience segments [00:30:42] Creating a Cohesive Marketing Strategy Marketing starts with a great conversation that builds trust and leads to sales Effective copywriting connects with the audience and makes it easy for them to take action Your words should reflect your brand personality so potential clients feel they already know you Conclusion: Your Words Can Build Your Business Great marketing isn't about tricks or gimmicks—it's about using the right words to connect, engage, and convert. Emily shared invaluable insights on balancing authenticity, specificity, and strategy to create messaging that truly resonates with your audience. So, what's your next step?

    EP291 Selling Your Business in 2025: What Buyers Want with Chris Cantwell

    Play Episode Listen Later Mar 5, 2025 39:09 Transcription Available


    EP290 Bootstrapping for Growth: How to Scale Smart Without Outside Investors with Manny Skevofilax

    Play Episode Listen Later Feb 18, 2025 37:29 Transcription Available


    Bootstrapping for Growth: How to Scale Smart Without Outside Investors Released February 18, 2025 Guest: Manny Skevofilax CEO of Portal CFO Consultants Host: Marcia Riner, Business Growth Strategist, Infinite Profit®   Is chasing rapid growth putting your profits at risk?

    EP289 The Hidden Drain on Your Ad Budget - Fighting Ad Fraud with Rich Kahn

    Play Episode Listen Later Feb 11, 2025 37:53 Transcription Available


    The Hidden Drain on Your Ad Budget - Fighting Ad Fraud  Guest: Rich Kahn - Co-Founder & CEO of Anura Host: Marcia Riner - Business Growth Strategist of Infinite Profit®

    EP288 Work Less, Earn More: Smart Systems & Time Investment for Business Growth with Jordan Tait

    Play Episode Listen Later Feb 4, 2025 38:29 Transcription Available


    Work Less, Earn More: Smart Systems & Time Investment for Business Growth EP288 of PROFIT With A Plan Podcast February 4, 2025 Guest:  Jordan Tait, founder of The Intentional Business Host: Marcia Riner, Business Growth Strategist - Infinite Profit® Episode Summary: Is your business running you instead of the other way around? In this episode of Profit with a Plan, host Marcia Riner sits down with Jordan Tait, founder of The Intentional Business, to discuss how 6 and 7-figure entrepreneurs can design a business that supports their ideal lifestyle without working more hours. Jordan shares his journey from corporate burnout to building a business that prioritizes profit, efficiency, and freedom. Discover how smart time investment, systemization, and strategic delegation can transform your business into a tool that works for you—not against you.

    EP287: Stress-Free Hiring - How to Find the Perfect Fit for Your Team with Dr. Mike Neal

    Play Episode Listen Later Jan 28, 2025 34:01 Transcription Available


    Stress-Free Hiring: How to Find the Perfect Fit for Your Team with Dr. Mike Neal PROFIT With A Plan Podcast, EP 287 January 28, 2025 Guest: Dr Mike Neal, a practicing Optometrist and CEO of Build My Team Host: Marcia Riner, Business Growth Strategist and CEO of Infinite Profit® Episode Summary: Tired of wasting time and money on the wrong hires? Dr. Mike Neal, CEO of Build My Team and practicing optometrist, joins the podcast to share his revolutionary approach to hiring. In this episode, you'll discover why traditional methods like resumes are outdated, how to find hidden A-player talent, and why hiring quickly and proactively can transform your business. Learn how Dr. Neal's assessment-based hiring process can save time, cut costs, and bring the right people into your team with confidence.  

    EP286 Aligning Teams with Customer-Centric OKRs with Josh Seiden

    Play Episode Listen Later Jan 21, 2025 36:06 Transcription Available


    Aligning Teams with Customer-Centric OKRs with Josh Seiden EP286 of PROFIT With A Plan Podcast Guest: Josh Seiden, co-author of Who Does What By How Much? A Practical Guide to Customer-Centric OKRs Host: Marcia Riner, Business Growth Strategist - Infinite Profit® Episode Length: ~35 minutes   Episode Summary In this episode of Profit with a Plan, Marcia speaks with Josh Seiden, a leader in customer-centric strategy, about leveraging Objectives and Key Results (OKRs) to align team efforts with customer needs. Josh shares how OKRs create clarity, empower teams to prioritize effectively, and ensure measurable customer impact. If you've ever felt your team is working hard but on the wrong things, this episode will provide actionable insights and strategies to refocus your organization on what truly matters. Key Discussion Points with Timestamps [00:00] Introduction to the Episode Marcia introduces Josh Seiden and his expertise in strategy, customer-centricity, and evidence-based decision-making. The focus: Aligning team efforts with OKRs to deliver measurable customer value. [00:05] What Are OKRs? Josh explains OKRs: Objectives are clear goals, and Key Results measure progress towards those goals. Example: Cleveland Clinic's goal to be "the best place in the world to receive health care" and the measurable steps to achieve it. [00:18] The Problem with Top-Down Leadership Discussing how leadership's disconnected goals can lead to wasted effort. OKRs bridge the gap between leadership vision and team execution. [00:30] How OKRs Align Teams OKRs empower teams by providing a framework that clarifies the “why” behind tasks. Encouraging creativity and problem-solving among employees by focusing on outcomes rather than tasks. [00:45] Applying OKRs in Small and Large Organizations Josh highlights examples of OKRs in startups, nonprofits, and enterprises. OKRs can focus on big goals like revenue growth or smaller initiatives like employee engagement. [01:05] Building Customer-Centric OKRs The importance of understanding customer behavior to set meaningful objectives. Josh shares how to align internal and external goals with customer needs for maximum impact. [01:18] Measuring Success with Key Results Outcomes must reflect a change in customer behavior that creates value for both the organization and the customer. Example: Increasing average shopping cart size as a key result for premium brand positioning. [01:30] Implementing and Adjusting OKRs Setting a regular rhythm of OKR check-ins (weekly, monthly, quarterly) to assess progress and recalibrate strategies. Josh emphasizes the experimental nature of OKRs, encouraging teams to test and iterate. [01:45] Overcoming Common OKR Challenges Why OKRs fail when they lack clarity or buy-in from teams. Josh introduces the OKR Repair Kit, a free resource to troubleshoot and improve implementation. [02:00] Resources for Getting Started Josh's book, Who Does What By How Much?, offers a practical guide to customer-centric OKRs. Visit OKR-Book.com for free tools like the OKR Repair Kit. [02:20] Final Takeaways Marcia and Josh wrap up with actionable insights on aligning teams, empowering employees, and creating measurable impact. Key quote: “Every organization wants to get better, but OKRs help define what ‘better' means.” Josh Seiden has shared some incredible strategies for using OKRs to bridge the gap between leadership goals and actionable team efforts. Remember, it's not just about working harder—it's about working on the right things that create measurable value for your customers and your company. If you're ready to dive deeper into this transformative framework, check out Josh's book, Who Does What By How Much?, and take advantage of the free OKR Repair Kit at OKR-Book.com. Key Keywords for SEO Optimization Objectives and Key Results (OKRs), Customer-centric strategy, Team alignment framework, Measuring organizational success, Business growth tools, Evidence-based decision-making, Boosting employee engagement, OKR implementation strategies, Practical OKR guide, OKR Repair Kit, Profit With A Plan, Business Podcast   This episode is sponsored by Infinite Profit ® —We don't just talk profit — we deliver it! Is your business ready for explosive growth? Visit InfiniteProfitConsulting.com to learn how Marcia and her team can help you boost profits and set your business up for long-term success.     Grab Your Free Resource: Feeling like you're doing everything right but still not seeing the results you want? It might be time for a fresh perspective. That's why we're offering a Free Growth & Marketing Audit. In one powerful session, we'll uncover opportunities to drive real growth for your business. Ready to make an impact? Visit profitbooster.biz and let's get started!     About Marcia Riner.  She is a business growth strategist who helps business owners dramatically increase their revenue, profit, and the value of their company. In fact, she can show prospective clients a clear pathway to profit and an impactful ROI for working here before hiring her firm. Through her proven Profit Booster® strategies, she gets results. Marcia is the CEO of Infinite Profit® and more information can be found at https://www.InfiniteProfitConsulting.com Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

    EP285 Fix Profit Leaks and Build a Sales Powerhouse with Nicholas Loise

    Play Episode Listen Later Jan 14, 2025 48:04 Transcription Available


    Fix Profit Leaks and Build a Sales Powerhouse with Nicholas Loise Are you ready to plug the biggest profit leaks in your business and build a sales engine that drives consistent growth? In this episode of Profit with a Plan, host Marcia Riner is joined by Nicholas Loise, founder of Sales Performance Team and a seasoned sales leader. Nick shares the secrets to transforming your sales process into a powerhouse of profitability while creating systems that boost your business's value when it's time to sell. If you're ready to turn your sales team into a profit-generating machine, this episode is a must-listen! Key Topics Covered: [00:00:06] The #1 Profit Leak in Businesses Nick dives into why most businesses bleed profits through lost sales and how focusing on conversion rates can reverse the trend. [00:08:00] Building a Foolproof Sales Playbook Learn how to design a replicable sales system and playbook that sets up your sales team for success. [00:14:15] The Key to Sustainable Sales Growth: The 5 Ps Nick outlines the essential components: People, Processes, Playbook, Production, and Pipeline, to create a high-performing sales team. [00:20:00] The High Cost of Missed Sales Explore how lost sales impact your bottom line and actionable strategies to address them. [00:28:30] The Sales Process as an Asset Discover how having a proven, repeatable sales process can significantly enhance your business's enterprise value when selling. [00:33:50] Coaching for Sales Excellence Nick emphasizes the importance of coaching salespeople, analyzing calls, and refining their approach to increase conversions. [00:38:20] Common Sales Mistakes to Avoid Avoid the pitfalls of targeting the wrong audience, poor messaging, and ignoring follow-ups that hinder sales success. Top Takeaways: Plugging Profit Leaks: The hidden cost of lost sales is the largest profit killer in most businesses. Focusing on improving conversion rates and identifying why sales are lost can recover substantial revenue. Creating a Sales Playbook: A detailed, repeatable sales process is essential for scaling your business and preparing it for a future sale. Maximizing Enterprise Value: Systems, processes, and a capable sales team significantly boost your business's valuation and make it a desirable acquisition. Timestamps for Actionable Insights: [00:06:30] Why most businesses lose profits on sales [00:14:45] Developing a sales playbook that works [00:20:50] The importance of regularly auditing your sales process [00:28:00] Coaching techniques to refine sales teams' skills [00:36:10] Common pipeline mistakes and how to clean them up [00:40:20] How small tweaks in your sales process can lead to exponential growth Call-to-Action: Don't miss out on Nick's free Sales Pack, including the top 88 strategies for a high-performing sales team. Visit https://www.salesperformanceteam.com to download now.   Subscribe and Share: Make sure to subscribe to Profit with a Plan on your favorite podcast platform and share this episode with other entrepreneurs exploring exit strategies. Your business legacy starts here!   Keywords: Profit leaks, Sales process, Sales playbook, Sales management, Small business growth, Sustainable sales systems, Sales team development,Revenue generation, Sales strategy optimization   This episode is sponsored by Infinite Profit ® —We don't just talk profit — we deliver it! Is your business ready for explosive growth? Visit InfiniteProfitConsulting.com to learn how Marcia and her team can help you boost profits and set your business up for long-term success.     Grab Your Free Resource: Feeling like you're doing everything right but still not seeing the results you want? It might be time for a fresh perspective. That's why we're offering a Free Growth & Marketing Audit. In one powerful session, we'll uncover opportunities to drive real growth for your business. Ready to make an impact? Visit profitbooster.biz and let's get started!     About Marcia Riner.  She is a business growth strategist who helps business owners dramatically increase their revenue, profit, and the value of their company. In fact, she can show prospective clients a clear pathway to profit and an impactful ROI for working here before hiring her firm. Through her proven Profit Booster® strategies, she gets results. Marcia is the CEO of Infinite Profit® and more information can be found at https://www.InfiniteProfitConsulting.com Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

    EP284: Building Legacy and Profit: Exploring ESOPs with Kelly Finnell

    Play Episode Listen Later Jan 7, 2025 35:29 Transcription Available


    Building Legacy and Profit: Exploring ESOPs with Kelly Finnell If you've ever wondered how to sell your business while preserving its legacy and empowering your team, this episode is for you. Kelly Finnell shares decades of expertise to help you understand ESOPs and their role in ownership succession planning. Whether you're planning an exit or looking to create long-term value, this episode will give you the tools to make informed decisions. Host: Marcia Riner, Business Growth Strategist - Infinite Profit® Guest: Kelly Finnell, ESOP Consultant - Executive Financial Services, Inc.     Episode Summary: In this episode of Profit with a Plan, host Marcia Riner dives into the transformative power of Employee Stock Ownership Plans (ESOPs) with Kelly Finnell, one of the nation's premier ESOP consultants and the author of The ESOP Coach. Kelly shares the benefits of ESOPs as an exit strategy, a management transition tool, and a wealth-building opportunity for employees—all while preserving your business legacy. Whether you're exploring liquidity options or considering how to secure your company's future, this episode offers actionable insights to help you make informed decisions. Episode Highlights: [00:01:10] What is an ESOP? Kelly defines ESOPs as Employee Stock Ownership Plans, explaining their dual purpose as an exit strategy for business owners and a retirement plan for employees. Learn how ESOPs differ from traditional 401(k) plans and why they're a unique option in ownership succession planning. [00:06:30] The Key Benefits of ESOPs Kelly breaks down three key features that set ESOPs apart: Borrowing capability for financing transactions. Stock purchase transactions with the business owner. Exclusive focus on the sponsoring company's stock. [00:12:45] How ESOPs Create Win-Win Scenarios Discover how ESOPs align employee efforts with company profitability, creating a sweat-equity-based retirement plan that motivates employees and drives growth. [00:18:30] Timing Your Transition Kelly advises business owners on when to implement an ESOP, emphasizing the importance of starting at least five years before a planned exit. Learn how an ESOP serves as a glide path for ownership transitions and leadership development. [00:22:50] ESOP Suitability for Small and Mid-Sized Companies Kelly outlines the ideal candidate for an ESOP, focusing on businesses with $1M+ in adjusted EBITDA and at least 30 employees. Hear real-world examples of successful ESOPs, including companies like Publix Supermarket and BDO. [00:29:15] Tax Benefits of ESOPs Explore how ESOPs allow companies to operate tax-free, offering significant advantages at both the corporate and shareholder levels. Kelly shares how Congress incentivizes wealth-sharing through ESOPs and why this strategy appeals across political lines. [00:35:00] Dispelling Common ESOP Myths Kelly addresses misconceptions, such as fears of employee-run committees and the complexities of transitioning to an ESOP structure. Gain clarity on how ESOPs maintain effective leadership and governance. [00:40:20] Steps to Get Started with an ESOP Kelly shares actionable advice for business owners considering ESOPs: Evaluate if your company meets the criteria. Build a leadership team to guide the transition. Leverage resources like his book, The ESOP Coach, and ExecFin.com for deeper learning. Call-to-Action: Ready to explore how an ESOP could work for your business? Visit Kelly Finnell's website, ExecFin.com, for more resources, videos, and articles. Check out his book, The ESOP Coach, on Amazon for an in-depth guide.   Subscribe and Share: Make sure to subscribe to Profit with a Plan on your favorite podcast platform and share this episode with other entrepreneurs exploring exit strategies. Your business legacy starts here!   Keywords: ESOPs (Employee Stock Ownership Plans), Ownership succession planning, Exit strategy for business owners, Employee ownership, Business legacy, ESOP benefits, ESOP tax advantages, Small and mid-sized businesses, Retirement planning for employees, ESOP transactions, Selling to employees, Liquidity strategies for businesses, Business succession planning options.   This episode is sponsored by Infinite Profit ® —We don't just talk profit — we deliver it! Is your business ready for explosive growth? Visit InfiniteProfitConsulting.com to learn how Marcia and her team can help you boost profits and set your business up for long-term success.     Grab Your Free Resource: Feeling like you're doing everything right but still not seeing the results you want? It might be time for a fresh perspective. That's why we're offering a Free Growth & Marketing Audit. In one powerful session, we'll uncover opportunities to drive real growth for your business. Ready to make an impact? Visit profitbooster.biz and let's get started!     About Marcia Riner.  She is a business growth strategist who helps business owners dramatically increase their revenue, profit, and the value of their company. In fact, she can show prospective clients a clear pathway to profit and an impactful ROI for working here before hiring her firm. Through her proven Profit Booster® strategies, she gets results. Marcia is the CEO of Infinite Profit® and more information can be found at https://www.InfiniteProfitConsulting.com Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

    EP283: The Hidden Key to Growth: How the 80/20 Rule Can Transform Your Business with Perry Marshall

    Play Episode Listen Later Dec 17, 2024 37:21 Transcription Available


    The Hidden Key to Growth: How the 80/20 Rule Can Transform Your Business with Perry Marshall Host: Marcia Riner, Business Growth Strategist - Infinite Profit® Guest: Perry Marshall, Business Strategist, Best-selling Author, and Expert in digital advertising.   Episode Description: What if 80% of your success comes from just 20% of your actions? This week, Marcia Riner sits down with Perry Marshall, business strategist, best-selling author of 80/20 Sales and Marketing, and a pioneer in exponential business growth. Perry shares how the 80/20 principle—and its recursive power—can help you uncover hidden profits, focus on high-impact opportunities, and stop wasting time and money on the wrong people, customers, and tasks. If you're ready to stop spinning your wheels and start working smarter for massive ROI, this episode is a game-changer.   Key Takeaways: Identify the Vital Few: Focus on the 20% of tasks, customers, and resources driving 80% of your results. The Recursive 80/20 Rule: Dig deeper—the top 20% of the 20% generates 64% of outcomes. Eliminate Waste: Avoid the low-impact 80% draining your resources, including unprofitable customers and efforts. High-Value Offers: Create ultra-premium solutions for hyper-responsive customers willing to pay top dollar. Smarter Targeting: Use data to identify and duplicate your best customers for exponential returns.   Timestamps for Key Points: 00:00 – 01:02 Introduction: What if 80% of your success is hidden in 20% of your efforts? 01:17 – 02:58 Guest Introduction: Perry Marshall's expertise in leveraging the 80/20 rule to unlock untapped business growth. 03:15 – 06:11 The Story of “Racking the Shotgun”: Why finding the right people matters more than convincing the wrong ones. 06:35 – 09:50 The Real Power of the 80/20 Rule: The top 4% of customers or actions drive 64% of results—stop focusing on the bottom. 10:30 – 14:13 The $2,700 Espresso Machine: Why high-value customers will always pay exponentially more. 14:45 – 18:00 Duplicating Your Best Customers: How to target and attract hyper-responsive buyers using data-driven strategies. 18:45 – 24:01 Real-World 80/20: How Perry helped businesses reduce ad costs, eliminate waste, and increase profits with precision targeting. 24:10 – 29:00 Why You Should Fire 10% of Your Customers: Removing resource-draining clients to maximize profitability. 29:30 – 36:00 Posture Shift: Why sales is a disqualification process—focus only on the customers who are a perfect fit. 36:50 – 39:00 The Shortcut to Smarter Marketing: Upload your top customers to platforms like Facebook for targeted, high-value lead generation. 39:10 – 42:00 Never Develop a Product Until They Pay: Validate demand first to save time, money, and resources. 42:30 – 46:00 Final Takeaway: Work smarter, not harder, by focusing on the cream of the crop customers driving your business.   CTA for Listeners: Ready to turn the 80/20 principle into real profits? Visit PerryMarshall.com/Podcast to grab Perry's book 80/20 Sales and Marketing for just $7 (including shipping).   Listen Now: Subscribe to Profit With a Plan on all major podcast platforms and never miss an episode! Keywords: 80/20 rule, exponential business growth, Perry Marshall, high-value customers, business strategy, hyper-responsive buyers, smarter marketing, eliminating waste, digital advertising, profit maximization.   This episode is sponsored by Infinite Profit ® —We don't just talk profit — we deliver it! Is your business ready for explosive growth? Visit InfiniteProfitConsulting.com to learn how Marcia and her team can help you boost profits and set your business up for long-term success.     Grab Your Free Resource: Feeling like you're doing everything right but still not seeing the results you want? It might be time for a fresh perspective. That's why we're offering a Free Growth & Marketing Audit. In one powerful session, we'll uncover opportunities to drive real growth for your business. Ready to make an impact? Visit profitbooster.biz and let's get started!     About Marcia Riner.  She is a business growth strategist who helps business owners dramatically increase their revenue, profit, and the value of their company. In fact, she can show prospective clients a clear pathway to profit and an impactful ROI for working here before hiring her firm. Through her proven Profit Booster® strategies, she gets results. Marcia is the CEO of Infinite Profit® and more information can be found at https://www.InfiniteProfitConsulting.com Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

    EP282: Marketing Ecosystems: Simplify Your Strategy and Amplify Growth with Angela Frank

    Play Episode Listen Later Dec 10, 2024 35:31 Transcription Available


    Marketing Ecosystems: Simplify Your Strategy and Amplify Growth with Angela Frank Host: Marcia Riner, Business Growth Strategist - Infinite Profit® Guest: Angela Frank, Fractional CMO - The Growth Directive   What if your marketing could do more by doing less? Imagine ditching the overwhelming clutter of tactics and instead focusing on a cohesive, streamlined strategy that actually works. That's exactly what Angela Frank, fractional CMO and founder of The Growth Directive, is here to share with us today. Angela has helped businesses generate over $50 million in revenue with her innovative Marketing Ecosystem approach—a game-changing strategy that connects every piece of your marketing to drive sustainable growth. In this episode, she reveals: Why your marketing ecosystem is the missing link to scaling your business. The key metrics that show if your marketing is paying off or wasting money. Insider tips for staying ahead of marketing trends in 2025 and beyond. If you've ever felt like marketing is a money pit with no payoff, Angela's insights will shift your mindset and your results. Buckle up, because this episode will show you how to simplify your marketing, amplify your impact, and position your business for long-term profitability.

    EP281: AI SEO & Voice Search: The New Frontier for Small Business Success with Robert Downey

    Play Episode Listen Later Dec 3, 2024 33:21 Transcription Available


    AI SEO & Voice Search: The New Frontier for Small Business Success Host: Marcia Riner, Business Growth Strategist and CEO of Infinite Profit® Guest: Robert Downey, co-founder of Simply Be Found Google as we know it is dead.” Bold claim, right? But today's guest, Robert Downey, isn't here to sugarcoat the future. AI and voice search are rewriting the rules of how customers find businesses, and small business owners must adapt—or risk disappearing from the conversation altogether. In this episode, Robert reveals how tools like AI SEO, voice search, and dynamic strategies are reshaping the digital landscape. If you've ever wondered how to stay relevant and visible as search evolves, this is the episode you can't afford to miss.    Key Timestamps [00:00:06] Introduction to the Episode Marcia introduces Robert Downey and the provocative topic: “Google as we know it is dead.” [00:01:09] The Rise of Voice Search Discover how voice assistants like Alexa, Siri, and Google Assistant are redefining how customers search for businesses. [00:04:35] The Importance of Being Found Robert explains why small businesses must move beyond traditional SEO and adapt to AI and voice search technologies. [00:09:10] The 3 SEO Pillars for AI Robert outlines the essential components for AI optimization: Content, Authority, and Trust, and how they impact your discoverability. [00:12:50] Blogging for AI Success Learn why smaller, consistent content updates can outperform traditional long-form blogging in the age of AI. [00:16:30] The AI SEO Pixel Explained Robert introduces the AI SEO Pixel, a game-changing tool for dynamic website optimization without backend access. [00:20:40] Organic Search in the AI Era How AI search levels the playing field by prioritizing trust and relevance over paid placements. [00:25:50] Actionable AI Strategies for Small Businesses Robert shares practical ways to leverage AI, voice search, and local SEO to dominate in your market. [00:30:15] The Future of Search & Staying Ahead A warning for businesses: adapt now or risk being left behind in a rapidly evolving search landscape. Conclusion This episode underscores a crucial point: the way we search is changing, and businesses must evolve to stay competitive. AI and voice search are no longer optional; they're essential. Robert Downey's insights and tools like the AI SEO Pixel provide actionable strategies to help small businesses thrive in this new era. Ready to future-proof your business? Visit Simply Be Found to learn more about Robert's innovative platform.   Subscribe to Profit with a Plan on your favorite podcast platform to catch more actionable insights in future episodes. See you next week!     This episode is sponsored by Infinite Profit ® —We don't just talk profit — we deliver it! Is your business ready for explosive growth? Visit InfiniteProfitConsulting.com to learn how Marcia and her team can help you boost profits and set your business up for long-term success.     Grab Your Free Resource: Ready to turn customer reviews into a growth engine for your business? Get your FREE marketing and growth audit at ProfitBooster.biz. In just one session, discover how to attract new clients, build trust, and drive real growth using the power of reviews. Don't wait—start unlocking your business's potential today!     About Marcia Riner.  She is a business growth strategist who helps business owners dramatically increase their revenue, profit, and the value of their company. In fact, she can show prospective clients a clear pathway to profit and an impactful ROI for working here before hiring her firm. Through her proven Profit Booster® strategies, she gets results. Marcia is the CEO of Infinite Profit® and more information can be found at https://www.InfiniteProfitConsulting.com Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

    EP280: Marketing + Sales = Revenue: The Formula for Business Growth with Kyle Mealy

    Play Episode Listen Later Nov 26, 2024 49:35 Transcription Available


    Marketing + Sales = Revenue: The Formula for Business Growth with Kyle Mealy Introduction Are your marketing and sales teams working against each other instead of together? In this episode, Marcia Riner sits down with Kyle Mealy, a Fractional Chief Revenue Officer, to uncover how businesses can dissolve the silos between marketing and sales to drive growth. Kyle shares his proven framework for aligning teams, tracking metrics, and focusing on revenue to unlock untapped potential. Host: Marcia Riner, Business Growth Strategist - Infinite Profit® Guest: Kyle Mealy, Fractional Chief Revenue Officer - Ready For The Next Level What You'll Learn in This Episode How to Align Marketing and Sales: Turn two competing teams into one cohesive revenue-driven force. The Marketing Funnel & Sales Pipeline "MRI": A powerful tool to diagnose leaks in your revenue system. Making Better ROI Decisions: Simplify analytics to measure efficiency and make smarter marketing and sales investments. Episode Highlights [00:05:51] Kyle's Unique Journey to CRO Success Kyle's career path has been anything but traditional, moving from lab management to running a karate school to leading a digital marketing agency. Each step taught him valuable lessons about process, data, and leadership, which now fuel his innovative revenue strategies. [00:15:36] The "Shared Fate" Approach Kyle introduces the concept of merging marketing and sales into a unified department focused solely on revenue. This alignment eliminates inefficiencies, reduces finger-pointing, and helps teams work together toward common goals. [00:23:40] Introducing ROAS: A New Way to Measure ROI ROAS, or Return on All Sales and Marketing Spend, is a game-changer for businesses. Kyle explains how combining marketing and sales budgets into one metric helps businesses measure efficiency and identify opportunities for growth. [00:33:00] The Revenue Cascade Framework Kyle explains the Revenue Cascade, a simple but effective process that tracks your customer journey: Awareness: How many people are learning about your brand? Interest: How many are engaging with your content? Action: How many take the next step, like scheduling a call or requesting more information? Conversion: How many become paying customers? By analyzing these stages, businesses can identify where they're losing potential customers and develop strategies to fix those leaks. [00:41:10] Real-Life Applications of Kyle's Strategies Kyle shares success stories of businesses applying these strategies, including how one client cut unnecessary spending on events while increasing engagement with targeted campaigns. SEO-Rich Long-Tail Keywords Aligning marketing and sales for higher revenue Data-driven business growth strategies Measuring ROI in small to mid-sized businesses Marketing funnel sales pipeline integration Fractional Chief Revenue Officer benefits Collaborative marketing and sales solutions Revenue-focused decision-making for entrepreneurs Conclusion In this episode, Kyle Mealy showed us how aligning marketing and sales can transform your business into a revenue-driven machine. From his "Marketing Funnel & Sales Pipeline MRI" to the Revenue Cascade framework, Kyle shared actionable strategies to simplify processes, optimize resources, and drive measurable growth. If you're ready to take your marketing and sales to the next level, Learn more about Kyle's Revenue Cascade framework at ReadyForTheNextLevel.com  Thank you for listening to Profit with a Plan. Subscribe now so you never miss an episode. Until next week, make your plans and profit with them!     This episode is sponsored by Infinite Profit ® —We don't just talk profit — we deliver it! Is your business ready for explosive growth? Visit InfiniteProfitConsulting.com to learn how Marcia and her team can help you boost profits and set your business up for long-term success.     Grab Your Free Resource: Ready to turn customer reviews into a growth engine for your business? Get your FREE marketing and growth audit at ProfitBooster.biz. In just one session, discover how to attract new clients, build trust, and drive real growth using the power of reviews. Don't wait—start unlocking your business's potential today!     About Marcia Riner.  She is a business growth strategist who helps business owners dramatically increase their revenue, profit, and the value of their company. In fact, she can show prospective clients a clear pathway to profit and an impactful ROI for working here before hiring her firm. Through her proven Profit Booster® strategies, she gets results. Marcia is the CEO of Infinite Profit® and more information can be found at https://www.InfiniteProfitConsulting.com Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

    EP279: Position Your Brand to Dominate: Stand Out, Scale Up, and Achieve Your Goals with Trey Robinson

    Play Episode Listen Later Nov 19, 2024 34:46 Transcription Available


    Position Your Brand to Dominate: Stand Out, Scale Up, and Achieve Your Goals  Are you tired of blending in while your competitors steal the spotlight? It's time to take your brand from ordinary to extraordinary. In this episode of Profit With a Plan, I sit down with Trey Robinson, a powerhouse marketing executive who has mastered the art of positioning brands for unstoppable growth. Trey shares his strategies for creating a standout brand, leveraging organic search to surpass even the biggest players in your industry, and aligning your marketing strategy with your boldest business goals. This episode is packed with actionable insights to help you position your business for success. Don't miss it! Host: Marcia Riner, Business Growth Strategist - Infinite Profit® Guest: Trey Robinson, Digital Marketer - Story Amplify Key Talking Points & Timestamps: [00:00:05] – The Importance of Standing Out Marcia introduces Trey Robinson and sets the stage for a conversation on brand differentiation, growth strategies, and creating a marketing foundation that drives success. [00:04:00] – Sales and Marketing: A Dynamic Duo Trey shares his journey from high school sales to becoming a marketing leader, highlighting the interplay between sales and marketing in building successful businesses. [00:10:10] – Branding Beyond Logos Trey discusses the misconception that branding is just about logos and colors. A brand is about the experience you create and the promises you deliver. [00:15:45] – Defining Your Unique Value Proposition (UVP) The key to differentiation: Trey explains how identifying your unique value and sharpening your niche can drive exponential growth. [00:22:10] – The Riches in the Niches Trey emphasizes the power of niching down and serving a specific audience exceptionally well, with examples from his own work. [00:27:50] – Crafting a Content Strategy for Growth How Trey used organic search and a content-first approach to help Realized Holdings grow from $5M to $15M. He explains the value of creating helpful, targeted content that meets your audience's needs. [00:33:15] – Building a Foundation for Long-Term Success Trey and Marcia dive into why your brand and marketing strategy should evolve with market trends and customer needs while remaining true to your core. [00:40:05] – Digital Audits: A Powerful Starting Point Trey introduces Story Amplify's free digital audit, a tool to evaluate your online presence, from social media to website performance, and actionable tips for improvement. [00:47:20] – Final Insights and Actionable Advice Marcia and Trey share why now is the perfect time to revisit your brand, refine your messaging, and prepare for growth in the year ahead. Conclusion This episode reminds us that great branding is about much more than a logo—it's about creating an experience that resonates with your audience and drives results. Now is the time to revisit your unique value proposition and ensure your brand is positioned for success.   Don't forget to subscribe to Profit With a Plan on your favorite podcast player so you never miss an episode filled with actionable insights to grow your business. Until next time, make your plans and profit with them!   These notes are optimized for keywords such as, Brand Positioning, Unique Value Proposition (UVP), Marketing Strategy, Organic Search Optimization, and Business Growth.     This episode is sponsored by Infinite Profit ® —We don't just talk profit — we deliver it! Is your business ready for explosive growth? Visit InfiniteProfitConsulting.com to learn how Marcia and her team can help you boost profits and set your business up for long-term success.     Grab Your Free Resource: Looking to supercharge your profits? Download Marcia's Profit Booster Playbook at BoostingProfit.com to uncover three essential strategies to increase your bottom line today.     About Marcia Riner.  She is a business growth strategist who helps business owners dramatically increase their revenue, profit, and the value of their company. In fact, she can show prospective clients a clear pathway to profit and an impactful ROI for working here before hiring her firm. Through her proven Profit Booster® strategies, she gets results. Marcia is the CEO of Infinite Profit® and more information can be found at https://www.InfiniteProfitConsulting.com Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

    EP278: The Riches Are in the Niches: Master Vertical Markets for Profits and Freedom with Corey Quinn

    Play Episode Listen Later Nov 12, 2024 38:10 Transcription Available


    The Riches Are in the Niches: Master Vertical Markets for Profits and Freedom Is your business stuck in chaos, with unpredictable clients and overwhelming demands? In this episode of Profit with a Plan, Corey Quinn reveals how Deep Specialization can streamline your operations, boost profits, and free you from founder-led sales. Discover how mastering a vertical market can transform your business into a scalable, high-value company that clients love and investors want. Host: Marcia Riner, Business Growth Strategist - Infinite Profit Guest: Corey Quinn, Author of bestselling "Anyone, Not Everyone"   Key Points with Timestamps: [00:02:19] - Corey's Journey to Specialization: Corey shares his early start in marketing, his time at Scorpion, and how he grew their revenue by 8x in six years. [00:03:02] - What is Deep Specialization? Corey explains how focusing on a vertical market creates better results for clients, builds employee expertise, and allows you to charge premium prices. [00:09:08] - The Common Mistakes of Generalist Businesses: Hear the story of Alex, a business owner who learned the hard way that catering to too many markets leads to chaos and frustration. [00:15:56] - The Numbers Behind Specialization: Corey crunches the numbers to show how just 1% of a vertical market can create a multimillion-dollar business. [00:20:50] - Choosing the Right Vertical Market: Learn the criteria for picking a vertical market, focusing on problems you solve well and markets you enjoy working with. [00:23:32] - Building Authority in Your Vertical: Corey outlines three strategies: inbound marketing, outbound marketing with thoughtful gifts, and relationship-based networking. [00:28:40] - The Power of Referrals in Vertical Markets: How to leverage “Mavens” and niche communities to create word-of-mouth momentum. [00:33:20] - Overcoming the Fear of Missing Out: Corey addresses the emotional and practical challenges of saying no to broad markets and why focusing is the real key to growth. Conclusion: Corey Quinn's insights on Deep Specialization provide a clear roadmap for breaking free from founder-led sales and creating a scalable, profitable business. By choosing a vertical market, systematizing your processes, and leveraging strategic marketing, you can serve clients better, reduce chaos, and even increase your pricing power. If you're ready to take the leap and transform your business, visit anyonenoteveryone.com to access Corey's audiobook and resources. Don't forget to subscribe to Profit with a Plan for more actionable strategies to grow your business. Make your plans—and profit with them!   Subscribe & Learn More: Don't miss future episodes of Profit with a Plan, where we share tips and strategies to grow your business and increase profitability. Subscribe on your favorite podcast platform      These notes are optimized for keywords such as Specialization, Vertical Markets, Founder-Led Sales, Scaling, Profitability, Business podcast     This episode is sponsored by Infinite Profit ® —We don't just talk profit — we deliver it! Is your business ready for explosive growth? Visit InfiniteProfitConsulting.com to learn how Marcia and her team can help you boost profits and set your business up for long-term success.     Grab Your Free Resource: Looking to supercharge your profits? Download Marcia's Profit Booster Playbook at BoostingProfit.com to uncover three essential strategies to increase your bottom line today.     About Marcia Riner.  She is a business growth strategist who helps business owners dramatically increase their revenue, profit, and the value of their company. In fact, she can show prospective clients a clear pathway to profit and an impactful ROI for working here before hiring her firm. Through her proven Profit Booster® strategies, she gets results. Marcia is the CEO of Infinite Profit® and more information can be found at https://www.InfiniteProfitConsulting.com Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️  

    EP277: Is It Time To Upgrade Your Tax Team? Forward Thinking Tax Strategies with David Snider

    Play Episode Listen Later Nov 5, 2024 34:04 Transcription Available


     Is It Time To Upgrade Your Tax Team?  Forward Thinking Tax Strategies  Ready to unlock the tax secrets that could save you thousands and accelerate your business growth? Join Marcia Riner and tax expert David Snider, CEO of Harness Wealth, as they dive into tax strategies that go beyond mere compliance. Think your current tax team has your back? Think again. From choosing the right business structure to discovering little-known tax incentives, David sheds light on ways your tax strategy might be holding your business back. Whether you're planning to expand, acquire, or even sell, this episode will open your eyes to how proactive tax planning can be a powerful growth engine. It's time to think forward and ask: Do you have the right tax team to get you there? Key Talking Points & Timestamps [00:02:05] Meet David Snider David's impressive journey from Bain Capital to founding Harness Wealth. How his experiences drive his mission to make tax and financial guidance accessible. [00:03:30] Business Structuring for Tax Optimization Understanding the impact of business structure on taxes, from QSBS benefits to choosing the right entity. [00:06:40] Differences Between Tax Planning & Compliance David outlines the proactive nature of tax planning vs. typical compliance, emphasizing the value of ongoing advisory. [00:09:15] Real-Time Tax Strategy How “safe harbor” rules, estimated taxes, and cash flow timing can protect your business from unexpected liabilities. [00:12:40] Entity Choice & Tax Advantages Post-2017 Tax Cuts implications and benefits of alternative structures like multi-member LLCs and S-Corps for reducing state taxes. [00:16:55] Proactive Tax Advisory for Business Growth The importance of having a tax advisor who's actively monitoring your business goals, potential industry changes, and tax policy shifts. [00:22:25] Leveraging Tax Advisors as Strategic Growth Partners From R&D credits to location-based incentives, David discusses the tax tools that can significantly lower operational costs for growth. [00:25:30] Specialized Advisory for Niche Markets Why niche-focused tax advisors, who understand the unique needs of your industry, can boost growth faster than a generalized approach. [00:27:40] Outsourced CFO Services When and how businesses can benefit from outsourced CFO support as part of their tax advisory for financial forecasting and strategic cash flow management. Conclusion: If you're still wondering whether your current tax team has what it takes to drive your business forward, this episode is your wake-up call! David Snider reveals the possibilities that come with having a proactive, forward-thinking tax advisor in your corner—someone who can help you navigate tax policies, optimize cash flow, and fuel your company's growth goals. With the right tax team, you're not just saving money—you're setting your business up for lasting success. Take advantage of David's exclusive offer and get a complimentary consultation at https://harnesswealth.com/Marcia. Remember, the best investment you can make is in a tax strategy that aligns with your vision for growth!   Subscribe & Learn More: Don't miss future episodes of Profit with a Plan, where we share tips and strategies to grow your business and increase profitability. Subscribe on your favorite podcast platform      These notes are optimized for keywords such as Forward-thinking tax strategies, Business tax planning, Outsourced CFO for small business growth, Optimize taxes for business growth and Tax team for business sale planning.     This episode is sponsored by Infinite Profit ® —We don't just talk profit — we deliver it! Is your business ready for explosive growth? Visit InfiniteProfitConsulting.com to learn how Marcia and her team can help you boost profits and set your business up for long-term success.     Grab Your Free Resource: Looking to supercharge your profits? Download Marcia's Profit Booster Playbook at BoostingProfit.com to uncover three essential strategies to increase your bottom line today.     About Marcia Riner.  She is a business growth strategist who helps business owners dramatically increase their revenue, profit, and the value of their company. In fact, she can show prospective clients a clear pathway to profit and an impactful ROI for working here before hiring her firm. Through her proven Profit Booster® strategies, she gets results. Marcia is the CEO of Infinite Profit® and more information can be found at https://www.InfiniteProfitConsulting.com Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

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