Podcast appearances and mentions of Adam Morris

In this episode, Alex shares insights into effective presentations and sales techniques. Emphasising the importance of neural spikes like the 'one big clap' and the use of the Pomodoro timer, Alex explains how these methods help maintain audience engagement. The discussion continues with lead generation strategies, focusing on the 12-4-3 method for creating consistent, valuable content. Alex then elaborates on the importance of familiarity and consistency in social media marketing, using platforms like LinkedIn and tools like Dripify. The conversation concludes with essential steps for a successful first-time appointment, stressing the importance of thorough preparation and understanding the human element of sales interactions.    00:00 Introduction and Icebreaker  00:37 The Concept of Neural Spikes  02:14 Sales Techniques and Lead Generation  03:21 The 12-4-3 Marketing Method  06:10 Creating Engaging Content  13:08 Driving Traffic to Your Content  25:07 First Time Appointments and Sales Calls  29:04 Conclusion and Next Steps      Connect with Alex Smith on LinkedIn by clicking here – https://www.linkedin.com/in/alexander-charles-smith    Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/    Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris    Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/      We look forward to catching up with you on the next one. Stay tuned!   

In this episode, Tech Tribe members Daniel and Ben explore the complexities MSPs face when dealing with legacy business applications. They discuss the importance of understanding the client's perspective and the reasons these outdated systems persist. Ben shares strategies for modernising these systems, including breaking down large problems into smaller ones, virtualising old servers, and involving developers for software support. They also explore the importance of choosing the right platforms and the potential for automating and improving existing processes. The conversation wraps up with insights on working effectively with MSPs, the role of discovery projects, and the burgeoning interest in artificial intelligence within the tech industry.    00:00 Introduction and Background  00:27 Challenges with Legacy Systems  02:38 Approaches to Modernisation  06:37 Support and Maintenance Considerations  09:45 Choosing the Right Technology Stack  12:50 Discovery and Proof of Concept Projects  14:52 Collaboration Between MSPs and Developers  24:05 Automation and Efficiency  29:31 Conclusion and Contact Information    Connect with Ben Lange on LinkedIn by clicking here – https://www.linkedin.com/in/benlange1    Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/    Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris    Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/      We look forward to catching up with you on the next one. Stay tuned! 

In this episode of 'It's a Numbers Game,' hosts Adam and Daniel are joined by special guest Mark Peacock, a pricing expert who runs the company Pricemaker. Mark discusses the crucial, yet often overlooked, area of pricing and shares effective strategies for business growth. The conversation covers the psychology of pricing, client profitability analysis, and the importance of annual price increases. Key insights include the impact of small price changes on net profit, the concept of price anchoring, and segmenting clients for tailored price adjustments. Mark emphasises the need for confidence in pricing decisions and offers practical tips for MSPs and businesses to enhance their pricing power. The episode also touches on common psychological barriers to proper pricing and aims to demystify this often daunting area. This engaging and valuable discussion is a must-listen for business owners looking to improve their bottom line.   00:00 Introduction and Guest Welcome 00:18 The Importance of Pricing in Business 07:54 Understanding Client Profitability 13:41 Annual Price Increases 22:33 The Psychology of Pricing 31:36 Conclusion and Contact Information   DM Adam or Daniel to request a copy of the “Raise your prices without raising eyebrows” guide.    Connect with Mark Peacock on LinkedIn by clicking here –https://www.linkedin.com/in/mark-peacock-pricemaker Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/ Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/     We look forward to catching up with you on the next one. Stay tuned!

In this podcast episode, Nicole Stracey, the Growth and Partnership Manager at AnswerConnect UK, joins the host to discuss the benefits and intricacies of using a 24/7 live answering service for Managed Service Providers (MSPs) across the UK, US, and Canada. Nicole explains how AnswerConnect supports MSPs by handling customer calls around the clock, allowing IT specialists to focus on their core tasks while ensuring clients receive immediate attention and resolution of their issues. The conversation covers the importance of customer service in the IT sector, the training of AnswerConnect's agents, the integration with client systems, and the customisable scripting that ensures seamless operations. The episode also touches on the global nature of business today, the significance of first impressions, and practical use cases for MSP owners to implement such a service. Lastly, a shared interest in Formula One is briefly mentioned, making for a well-rounded discussion on improving customer service through effective call handling.   00:00 Introduction and Guest Welcome 00:20 Nicole's Role and AnswerConnect Overview 01:09 Importance of 24/7 Support for MSPs 04:48 How AnswerConnect Integrates with MSPs 09:10 Training and Handling Customer Calls 11:53 Customisation and Client Expectations 21:37 Internationalisation and Global Support 27:22 Conclusion and Contact Information   Connect with Nicole Stacey on LinkedIn by clicking here – https://www.linkedin.com/in/nicolestracey Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/ Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/     We look forward to catching up with you on the next one. Stay tuned! 

In this episode, Louis returns to discuss developments in SEO and local lead generation for Managed Service Providers (MSPs). Louis highlights the importance of MSPs taking advantage of local SEO, especially using Google Maps profiles, to attract leads. He emphasises the need for MSPs to build an attractive and trustworthy Google Business profile with plenty of positive reviews. Louis also introduces a new self-implementation product designed to help MSPs take control of their marketing efforts and save costs, stressing the significance of a collaborative approach between owners and marketers. Daniel and Adam reiterate the importance of prioritising sales and marketing for business growth.    00:00 Welcome Back, Louis!  00:23 Current Trends in MSP Lead Generation  01:46 The Power of Local SEO  03:28 Niche Marketing Strategies for MSPs  06:46 Optimizing Your Google Business Profile  14:34 The Importance of Reviews  20:51 Introducing a New Lead Generation Product  27:16 Final Thoughts and Wrap-Up    Connect with Louis Veldhuijzen on LinkedIn by clicking here – https://www.linkedin.com/in/lodewijk-veldhuijzen/   Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/  Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris  Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/      We look forward to catching up with you on the next one. Stay tuned! 

Welcome to the Keep It Simple Podcast! In this episode, hosts Jared Herzog, Joey Badinger, Adam Morris, and Janet Griffith dive into the essential topic of goal setting for the new year. Join us as we explore the SMART goals framework—Specific, Measurable, Attainable, Relevant, and Time-bound—and discuss how to effectively apply these principles to your personal and financial goals. We share insights on why setting specific and measurable goals is crucial for success, the importance of aligning your goals with your values, and how to create a budget that works for you. Additionally, we provide practical tips on paying off high-interest debt, the benefits of saving and investing monthly, and the significance of increasing your financial literacy. Whether you're looking to improve your financial situation or simply want to set meaningful goals for the year ahead, this episode is packed with valuable advice to help you stay motivated and on track. Tune in to learn how to make 2025 your best year yet! Topics Covered: The importance of goal setting Understanding SMART goals Strategies for paying off debt Creating and maintaining a budget The benefits of regular saving and investing Tips for increasing financial literacy

In this podcast episode, Adam Morris speaks with Mark Lamb, founder of HighGround, about his journey from running a Managed Service Provider (MSP) to developing a software product. Mark discusses the challenges of helping customers understand their IT spend and the transition from service-based to product-based business models. He elaborates on the mistakes made during the software development and the lessons learned, including the importance of visually demonstrating IT spend to customers. Mark also shares insights on the evolving role of MSPs, the importance of a VCIO, and how HighGround aims to enhance MSP sales and cybersecurity posture. The episode concludes with Mark providing three tips for MSPs looking to develop software products and reflecting on the future of IT services.    00:00 Introduction and Setting the Scene  00:12 The Origin Story of High Ground  00:26 Challenges Faced by MSPs  01:35 Transitioning from MSP to Software Development  02:27 Lessons Learned in Software Development  04:38 Funding and Initial Development  06:00 Pivoting the Product Focus  06:56 Launching and Iterating the Product  07:50 Emotional Journey and Team Contributions  09:24 Top Tips for Building a Software Product  11:07 Addressing MSP Client Challenges  14:16 High Ground's Visual Tools and Features  19:53 Future Vision and Industry Trends  27:41 Conclusion and Contact Information      Connect with Mark Lamb on LinkedIn by clicking here –https://www.linkedin.com/in/mark-lamb-13077918/  Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/  Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris  Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/      We look forward to catching up with you on the next one. Stay tuned! 

In this podcast episode, Simon discusses his journey and current endeavors in the Managed Service Provider (MSP) world, including his background in IT and the establishment of his MSP business, Host My Office, 12 years ago. Simon delves into the benefits and challenges of hosted desktop solutions, particularly for professional services like accountants and legal firms, and predicts its relevance for about another decade. The conversation then shifts to cyber security, with Simon explaining the genesis and operations of his new business, Cyber Guards, which provides a comprehensive security platform to other MSPs. Key points include the integration of security products, the importance of simplifying tech for easier client understanding, and the value of continuous evaluation and collaboration within MSP businesses.   00:00 Welcome and Introduction 00:05 Simon's Journey into the MSP World 02:07 Hosted Desktop: Evolution and Relevance 08:06 Cyber Security: The New Frontier 11:10 Navigating MSP and Cyber Security Solutions 16:08 Simplifying Security for MSPs 28:13 Final Thoughts and Contact Information   Connect with Simon Luck on LinkedIn by clicking here –https://www.linkedin.com/in/itsupportsoutheast/?originalSubdomain=uk  Connect with Daniel Welling on LinkedIn by clicking here  - https://www.linkedin.com/in/daniel-welling-54659715/  Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris  Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/      We look forward to catching up with you on the next one. Stay tuned! 

“They had one objective - to get rid of certain men” Welcome to the first edition of Rippling Points - bonus content from last month's episode! A little bit more insight and a little bit more inspiration into the craft of writing! Here, you can hear Pola talking about her delve into the archives to learn more about Argentina in 1970s.  You'll then hear Pola talking about her next project, Bad Hombre - which features real life accounts collected from Pola of women who were wanting to ‘ruin men's lives'.   Pola Oloixarac, one of the most exciting voices in world literature today, was here to talk about her two novels that have been translated into English. Most recently SAVAGE THEORIES and then MONA (translated by Roy Kesey and Adam Morris). Both are published by Serpent's Tail. She was named by Granta as one of the Best Young Spanish novelists as well as this and has written for a wide range of publications and is an Eccles Centre Fellow SAVAGE THEORIES is a metaphysical, intertextual journey set in 1970s Buenos Aires. Rosa Ostreech struggles with her thesis on violence and culture and sleeps with a bourgeois former guerrilla while trying to kidnap her elderly professor. MONA is a satirical novel set within a global literary prize-giving event. It's about the fetishisation of characteristics and the global market place of writers.  Buy Savage Theories here: https://uk.bookshop.org/p/books/savage-theories-pola-oloixarac/2102898?aid=15004&ean=9781800818187 Buy Mona Here: https://uk.bookshop.org/p/books/mona-pola-oloixarac/6331115?aid=15004&ean=9781788169899

In this episode, the Adam and Daniel welcome Alex, an inspiring one-person MSP, to discuss his unique journey. The conversation covers his experience working in various IT roles, including his time at BBC and the 2012 Olympics broadcast team. Alex shares his decision to avoid hiring staff and instead leverage outsourced services, describing his model'. They discuss the nuances of managing small to medium-sized enterprises (SMEs) without servers, focusing on client resilience and immediate support solutions. Additionally, Alex sheds light on his networking strategies, particularly through BNI (Business Network International), and emphasises the importance of building quality referral relationships. The conversation shifts to the debate on artificial vs. actual intelligence, where Alex gives his perspective on ChatGPT and Microsoft recent innovations in AI. Finally, Alex shares a unique, offbeat request related to his work with coal power station ash waste and its applications. The episode provides invaluable insights into creating a sustainably successful one-person MSP and navigating the evolving AI landscape.    00:00 Welcome and Introduction  00:05 Meeting at Tech Tribe  00:25 Inspiration Behind London Tech Tribe  00:45 Today's Topics: AI vs Actual Intelligence  00:58 Alex's Business Journey  02:52 The Catalyst: Outsourcing IT Helpdesk  04:17 Focus on Small Clients and Resilience  05:33 The Importance of 24/7 IT Helpdesk  07:01 Running a One-Person MSP  08:48 Field Service and Onsite Needs  14:15 Marketing and New Business Strategies  16:07 BNI: A Pillar of Growth  17:48 The Importance of Networking Groups  18:48 Strategies for Effective Networking  20:40 Building Quality Relationships  22:50 Artificial Intelligence vs. Actual Intelligence  24:54 Microsoft's AI Integration  29:44 Opportunities in AI for MSPs  34:09 Concluding Thoughts and Shameless Plugs    Connect with Alex Stanier on LinkedIn by clicking here – https://www.linkedin.com/in/astanier/   Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/    Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris  Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/      We look forward to catching up with you on the next one. Stay tuned! 

In this episode of 'It's a Numbers Game,' Daniel and Adam welcome back legal expert Kim Simmonds discussing MSP (Managed Service Provider) contracts, shifting the focus from risk mitigation to revenue generation. They discuss how contracts can prevent revenue leakage through strategies such as service credits, proper termination clauses, and exit transition clauses. Kim emphasises the importance of using your own well-crafted templates and the pitfalls of relying on client-provided contracts. They also touch upon practical credit management, handling insolvency scenarios, and learning about the Insolvency Act. The episode wraps up with a brief look at Kim's SaaS platform, Cloud Contract 365, which helps MSPs create, manage, and review contracts efficiently.    00:00 Introduction and Welcome  00:32 Contracts as Revenue Generating Tools  01:53 Key Contract Clauses for MSPs  03:09 Service Level Agreements (SLAs) and Penalties  07:33 Exit Transition Clauses and Termination  13:28 Handling Client Non-Payment  19:57 Revenue Protection Strategies  25:17 Cloud Contracts 365 Overview  29:12 Final Thoughts and Future Topics    When UK suppliers must continue to supply insolvent companies    Connect with Kim Simmonds on LinkedIn by clicking here – https://www.linkedin.com/in/kimsimmonds/  Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/    Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris  Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/      We look forward to catching up with you on the next one. Stay tuned! 

This episode explores the decisions MSPs face when choosing between resellers and distributors for procurement. Vincent, a seasoned industry professional, joins hosts Adam and Daniel to share valuable insights on benefits and risks, pricing strategies, and building trust in supplier relationships. They discuss the importance of efficient service, managing cash flow, and mitigating risks associated with working with partners. Vincent also highlights how to leverage strong relationships and the importance of proactive client interactions to add value. The conversation encompasses various facets of the MSP business, from managing credit to enhancing service delivery through strong, trust-based relationships.    00:00 Introduction and Topic Overview  00:26 Building Trust with Resellers  00:50 Case Study: Overcoming Cash Flow Issues  03:22 Pricing Strategies and Market Dynamics  06:12 Challenges with Distribution and Vendor Relationships  09:29 Value-Added Services and Long-Term Relationships  15:44 Navigating Credit and Payment Terms  20:20 Tips for New Businesses and MSPs  26:37 Conclusion and Contact Information    Connect with Vincent O'Hanlon on LinkedIn by clicking here – https://www.linkedin.com/in/vohanlon/  Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/    Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris  Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/      We look forward to catching up with you on the next one. Stay tuned! 

In this episode of "It's a Numbers Game" Daniel Welling is joined by resident accountant Chas Roopra to analyse Rachel Reeve's first budget and its implications for businesses, especially MSPs. They discuss the unchanged corporation tax rates and pension legislation, and highlight key changes like the upcoming increase in national minimum wage, unaltered tax allowances leading to a stealth tax, and adjustments to employer NI rates and allowances. The episode also covers changes to capital gains tax, specifically for business asset disposals, offering insights into tax planning opportunities for MSP owners. Key takeaways include the importance of budgeting, projecting director salaries, and understanding potential tax liabilities.   00:00 Introduction and Welcome 00:32 Overview of the Budget 01:08 Unchanged Policies 02:38 Key Changes in the Budget 05:14 Impact on Employers and Employees 10:45 Capital Gains Tax and Business Asset Disposal 16:35 Actionable Takeaways for MSP Owners 18:47 Final Thoughts and Conclusion   Connect with Chas Ropra on LinkedIn by clicking here – https://www.linkedin.com/in/chas-roopra-44250410 Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/   Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/     For more information on the Profit Protector click here: https://mspfinanceteam.com/profit-protector/ 

In this episode of “It's a Numbers Game” host Adam and co-host Dan are joined by Michelle Coombs from the Tech Leader Network to discuss operational effectiveness and efficiency in managed service providers (MSPs). The conversation covers key strategies for improving MSP performance, including prioritising customer satisfaction, ensuring accountability in service delivery, and setting clear objectives. Michelle shares her extensive experience across various industries, providing practical advice on how MSPs can enhance their operations to become more efficient, profitable, and maintain stronger customer relationships. The episode also touches on the importance of holding regular reviews, logging time, and the balance of internal and outsourced service delivery models.    00:00 Introduction and Guest Welcome  00:23 Operational Effectiveness and Efficiency  02:03 Customer First Approach  04:18 Balancing Customer Needs and MSP Objectives  07:46 Escalation Processes and Red Flag Meetings  12:55 Accountability and Job Descriptions  18:51 Hiring and Team Dynamics  23:09 Cascading Objectives and Measuring Success  29:12 Conclusion and Contact Information    Connect with Michelle Coombs on LinkedIn by clicking here –https://www.linkedin.com/in/michelle-coombs/  Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/    Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris  Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/      We look forward to catching up with you on the next one. Stay tuned!   

In this episode, Jake discusses the robust functionalities of Inforcer, a software platform designed by and for MSPs to manage Microsoft policies across customer tenants. He elaborates on the platform's role in centralising policy management, enabling time savings, reducing risk, and creating new revenue streams for MSPs. Jake explains the challenges MSPs face without such a tool, the competitive landscape, and how Inforcer complements rather than competes with tools like Octiga and CIPP. He addresses the need for MSPs to educate their clients about the evolving security landscape and how Inforcer aids in policy enforcement and compliance. The conversation also touches on the importance of continuous improvement, client education, and setting appropriate expectations in a managed service environment.   00:00 Introduction and Welcome 00:24 What is Inforcer? 01:21 Market Position and Competitors 02:56 Business Case for Inforcer 05:50 Revenue Streams for MSPs 09:08 Pre-Sales Auditing Tool 11:20 Challenges and Solutions 15:35 Microsoft's Role and Future 18:04 MSP Market and Security 21:16 Client Expectations and Education 28:19 Conclusion and Contact Information   Connect with Jake Webber-Cadby on LinkedIn by clicking here – https://www.linkedin.com/in/jake-webber-cadby-92477a111 Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/   Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/   We look forward to catching up with you on the next one. Stay tuned!

In this episode, Simon discusses the CyberDrain Improved Partner Portal (CIPP), an Azure app designed to streamline the administration of Office 365 tenants for Managed Service Providers (MSPs). Simon explains the features, benefits, and cost-effectiveness of this open-source tool, which allows MSPs to manage multiple tenants from a single platform. He highlights its rapid release cycle, integrations with other tools like Hudu and Ninja, and its ability to enhance first and second-line support productivity. Additionally, Simon addresses common concerns about open-source software, emphasising the robust support community and ongoing development behind CIPP.   00:00 Introduction and Welcome 00:21 Overview of CIPP 01:12 Cost and Hosting Options 02:50 Core Features and Functionality 06:08 Open Source and Community Support 17:16 Implementation and Best Practices 23:41 Conclusion and Contact Information   Connect with Simon Butler on LinkedIn by clicking here – https://www.linkedin.com/in/sembee/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/   Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/   We look forward to catching up with you on the next one. Stay tuned!

In this episode, Adam and Daniel welcome Dean to discuss the nuances of recruitment and retention within the Managed Service Provider (MSP) industry. This conversation touches upon the challenges MSPs face, particularly around outsourcing and attracting the right talent. Dean elaborates on the importance of having a robust employer brand, effective onboarding processes, and the significance of personalised development pathways. The discussion also covers modern benefits that appeal to candidates, including flexible working arrangements, mental health support, and unique perks like sabbaticals. Practical advice on ensuring operational stability while embracing flexibility, as well as proactive strategies to mitigate the risk of employee attrition, provides substantial value for MSP owners and hiring managers alike. 00:00 Introduction and Welcoming Dean 00:26 The Irony of MSPs Resisting Outsourcing 01:37 Best Practices in Recruitment 03:01 Attracting the Right Candidates 03:46 Importance of Employer Branding 05:42 Benefits and Work-Life Balance 08:26 Flexibility and Hybrid Work Models 15:22 Onboarding and Retention Strategies 21:57 The Role of Job Descriptions 24:30 Employer Branding and Values 31:10 Conclusion and Contact Information Connect with Dean Watmough on LinkedIn by clicking here – https://www.linkedin.com/in/dean-watmough-b0a05513/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/   Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/   We look forward to catching up with you on the next one. Stay tuned!

In this episode, Dan Ellis, founder of PCPowerSave, discusses the inspiration behind his SaaS application designed to reduce energy consumption on computer systems. He details the challenges it addresses, particularly amid rising electricity costs in Europe. Dan outlines how his software surpasses standard power settings by providing detailed reports and automated optimisations, enabling significant cost and environmental savings for businesses. The conversation also touches on market strategies, operational details, and the product's adoption among MSPs and enterprises, highlighting future plans for scaling and collaborations. 00:00 Introduction and Icebreaker 00:33 The Energy Consumption Challenge 01:15 How the Software Works 01:49 Optimising Power Settings 02:50 Reporting and Additional Features 04:26 Target Market and Pricing 06:11 Energy Savings and Use Cases 12:17 Environmental Impact and Business Values 18:49 Scaling the Business 24:00 Conclusion and Final Thoughts   Connect with Dan Ellis on LinkedIn by clicking here –https://www.linkedin.com/in/djwellis/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/   Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/   We look forward to catching up with you on the next one. Stay tuned!

In this episode of 'It's a Number Game' podcast, Adam Morris from the MSP Finance Team introduces viewers to FIRECalc, an online tool for evaluating business valuation and retirement planning. Discover why it's crucial to get the right valuation for your business, the risks associated with undershooting or overshooting your financial targets, and how to use historical data since 1873 for more accurate projections. Learn to set realistic spending and portfolio goals, adjust for various financial scenarios, and understand the impact of different spending models and portfolio strategies. This tool empowers you to make well-informed financial decisions based on historical evidence. 00:00 Introduction to the Podcast 00:31 Introducing the FIRECalc Tool 01:15 Understanding the Importance of Accurate Valuation 02:33 Getting Started with FIRECalc 03:19 Running Initial Scenarios 07:34 Adjusting for State Pensions and Spending Models 11:10 Exploring Portfolio Adjustments 15:56 Final Thoughts and Additional Considerations   Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/   Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/   We look forward to catching up with you on the next one. Stay tuned!

This episode addresses key financial management strategies for Managed Services Providers (MSPs). Dan Welling emphasises the importance of understanding whether you want to apply pressure or take pressure when it comes to your finances, suggesting that those on top of their finances have leverage over banks. He highlights common financial misconceptions and problems faced by MSPs, such as over-relying on bank balances, misrecognising revenue, and not regularly reviewing profit and loss statements. The session delves into the significance of management accounts, explaining the concept of a chart of accounts and its role in accurately tracking revenue, costs, and overall financial performance. Dan provides practical insights into valuing MSP businesses using various methods like annual recurring revenue and EBITDA multiples. Lastly, the discussion covers the MSP market landscape, considerations for mergers and acquisitions, and the importance of contractual revenue and deal structure for building and realising business value. 00:00 Introduction and Warm-Up 00:05 Understanding Financial Management for MSPs 01:03 Common Financial Mistakes in MSPs 01:49 Introduction to Management Accounts 03:34 Chart of Accounts Explained 04:38 Revenue and Cost of Sales 11:52 Valuation Methods for MSPs 13:51 Market Overview and M&A Insights 27:28 Importance of Contracted Revenue 34:15 Q&A and Closing Remarks Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/   Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/   We look forward to catching up with you on the next one. Stay tuned! We created It's a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don'ts to achieve MSP financial growth. 

In this inaugural podcast appearance, Gary Lucas, an independent financial advisor from Burlington Associates, discusses the critical aspects of business protection. He highlights the importance of various insurance products including death in service, income protection, private medical cover, and critical illness cover for employees. Gary also delves into key person cover and share protection for business owners, explaining how these measures safeguard businesses and ensure continuity. The podcast provides insightful advice for employers on how to implement these protections effectively and underscores the significance of these benefits in employee recruitment and retention. 00:00 Introduction and Welcoming Gary 00:57 Setting the Scene: Gary's Background 02:00 Understanding Business Protection 03:22 Employee Benefits: Death in Service 07:58 Employee Benefits: Income Protection 12:04 Employee Benefits: Private Healthcare 19:58 Employee Benefits: Critical Illness Cover 25:26 Business Owner Protections: Key Person Cover 27:54 Business Owner Protections: Shareholder Protection 34:37 Conclusion and Contact Information Connect with Gary Lucas on LinkedIn by clicking here – https://www.linkedin.com/in/garyjlucas Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/   Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/   We look forward to catching up with you on the next one. Stay tuned! We created It's a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don'ts to achieve MSP financial growth. 

In this episode, Daniel and Adam are joined by Ian Vickers from Met Cloud for a deep dive into the evolution and future of security operations centers (SOCs) for managed service providers (MSPs). Ian discusses the journey from traditional MSP environments to developing innovative AI-driven SOC solutions that could disrupt the current market. Key topics include the challenges of early cloud security, the development of AI tools to augment SOC analysts, and the introduction of cost-effective AI solutions for smaller clients. They also cover the importance of standards and accreditations, the necessity of thorough client education, and the critical role of effective incident response planning. The discussion underscores the evolving landscape of cybersecurity and the opportunities it presents for MSPs to provide more advanced and efficient security services. 00:00 Introduction and Greetings 00:25 Ian's Background and Early Cybersecurity Journey 01:17 Challenges in Cloud Security and Early SOC Development 03:15 Innovations in AI for Security Operations 05:21 Transition from MSP to Technology Provider 07:57 Understanding SOC and Security Standards 12:54 Client Needs and Risk Management 25:13 Cyber Incident Response Planning 31:22 Final Thoughts and Shameless Plug! Connect with Ian Vickers on LinkedIn by clicking here – https://www.linkedin.com/in/ivickers/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/   Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/   We look forward to catching up with you on the next one. Stay tuned!

In this episode, Paul from Knight Corporate Finance discusses the firm's approach to advising technology companies on mergers and acquisitions, funding, and exit planning. He highlights the importance of understanding business objectives and the dynamics of the current market. Paul provides advice for both buyers and sellers, focusing on factors like business size, customer profile, and funding readiness. Additionally, he talks about the state of the market, the impact of interest rates, and offers tips for companies preparing for transactions. The episode also introduces Knight's online scorecard tool for assessing transaction readiness. 00:00 Introduction and Welcome 00:11 Knight Corporate Finance Overview 01:33 Understanding the Buy-Sell Dynamics 03:28 Best Practices for Buyers 05:43 Funding Insights and Minimum Requirements 12:41 Market State and Trends 18:34 Valuation Factors and Key Drivers 24:25 Transaction Readiness Scorecard 27:18 Final Thoughts and Advice Connect with Paul Billingham on LinkedIn by clicking here – https://www.linkedin.com/in/paul-billingham-5a89591/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/ Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/   We created It's a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don'ts to achieve MSP financial growth.  We look forward to catching up with you on the next one. Stay tuned!

In this episode, Peter Bell discusses his journey in the Managed Service Provider (MSP) industry, highlighting his longstanding business in Melbourne and his 14-year experience with offshoring in the Philippines. The conversation covers various topics crucial for MSPs, such as the benefits and challenges of staff augmentation, the shift towards remote support, and the increasing acceptance of remote teams due to the COVID-19 pandemic. Peter also emphasises the importance of maintaining strong client relationships, the evolving role of MSPs within their clients' businesses, and the opportunity and risk posed by globalisation. The episode wraps up with insights into making an MSP business profitable and the critical balance between local and international service delivery. 00:00 Introduction and Welcome 01:10 Peter's Background and MSP Business 01:37 Offshoring Business in the Philippines 02:25 TechnoGlobal's Staff Augmentation Model 05:44 Challenges and Benefits of Offshoring 07:29 Impact of COVID-19 on Business Growth 12:13 Globalisation of MSPs 16:38 Maintaining Client Relationships 20:10 Balancing Local and Offshore Teams 24:52 Training and Development 26:07 Evolving Role of MSPs 31:39 Conclusion and Shameless Plug Connect with Peter Bell on LinkedIn by clicking here – https://www.linkedin.com/in/techno-pete/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/ Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/   We created It's a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don'ts to achieve MSP financial growth.  We look forward to catching up with you on the next one. Stay tuned!

In this re-released episode, I welcome my best friend and colleague, Rabbi Adam Morris. Rabbi Morris has served as a Rabbi for 27 years in Nashville, Charlotte, Adelaide Australia, Atlanta, and now in Denver. His experience helping to prepare a deaf student for her Bat Mitzvah helped him understand what it means to 'engage in the study of Torah.' The lessons he learned with this young woman have impacted the way he approaches Torah learning every day. Our conversation gives us all clues to help us WAKE UP TO LIFE!  If you enjoyed this episode, don't forget to subscribe and follow Temple Israel on social media to stay up to date on Waking Up To Life.    Facebook: https://www.facebook.com/templeisraelmi  Instagram: https://www.instagram.com/templeisraelmi/  YouTube: https://www.youtube.com/playlist?list=PLn9spWvsCBvcQ-o5XLeFLHKcLoj2nBAfM  Web: https://www.temple-israel.org/wakinguptolifepod 

In this episode, Daniel and Paul discuss important facets of the modern security landscape with a special focus on Managed Service Providers (MSPs). They explore how enterprise-level security services migrate to MSPs due to increasing adversarial threats. Paul, with over 20 years in the industry, delves into the evolution from antivirus to Endpoint Detection Response (EDR) and Managed Detection Response (MDR), emphasising their operation and costs. They further discuss the pressing importance of securing SaaS applications like Microsoft 365, driven by the shift to cloud computing during COVID. The episode highlights the continuous battle between good and evil in cybersecurity and the importance of MSPs adapting their services to these evolving threats. Paul also provides insights into the rapid development and market introduction of new security solutions, underscoring the need for continuous education and strategic adoption of new tools by MSPs. 00:00 Welcome and Introduction 00:03 Understanding the Security Landscape 00:35 Evolution of Security Services for MSPs 02:10 Explaining EDR and MDR 03:45 Challenges and Costs for MSPs 05:01 The Shift to Cloud Security 06:18 SOC and NOC: Roles and Responsibilities 14:43 Impact of COVID on Security 17:29 Developing Security Solutions at Pace 22:00 Commercial Strategies for MSPs 28:52 Conclusion and Final Thoughts Connect with Paul Barnes on LinkedIn by clicking here –  https://www.linkedin.com/in/paulwbarnes/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/ Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/   We created It's a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don'ts to achieve MSP financial growth.  We look forward to catching up with you on the next one. Stay tuned!

In this podcast episode, Robin from Canalys joins the show to discuss the MSP sector. Robin provides an overview of Canalys, an independent research firm focused on the channel, and explains their role in gathering and analysing data to present trends and insights. The conversation delves into the classification and growth of MSPs globally and in the UK, the different models MSPs use, and the financial metrics crucial for MSP success. Robin also shares valuable advice for MSPs on customer selection, optimizing service offerings, and future growth projections, particularly in cybersecurity services. 00:00 Introduction and Welcome 00:39 Overview of Canalys 02:03 Geographic Breakdown of Partners 03:50 Classifying MSPs and Revenue Breakdown 12:12 Kaseya's Impact on the MSP Market 20:41 Trends in the MSP Marketplace 27:33 Future Projections and Growth Areas 33:29 Call to Action and Conclusion Connect with Robin Ody on LinkedIn by clicking here – https://www.linkedin.com/in/robin-ody-b410a730/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/ Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/   We created It's a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don'ts to achieve MSP financial growth.  We look forward to catching up with you on the next one. Stay tuned!

In this episode, Barney answers listener questions about navigating pension fund performance, risk, and fees. The discussion addresses key differences between workplace and self-managed pensions (SIP), the importance of examining fund fact sheets, and understanding total investment costs, including fees from financial advisors. Barney emphasizes investing time in financial education to make informed decisions and highlights the benefits of low-cost investing. The episode also touches on pension protection, asset allocation, and the impact of compounding over time. Finally, listeners get a realistic look at retirement strategies and the significance of planning ahead. 00:00 Introduction and Agenda Overview 00:18 Understanding Pension Fund Performance and Risk 01:18 Workplace vs. Self-Managed Pensions 03:18 Importance of Fund Fact Sheets 04:25 Customer Service and Getting Help 07:42 The Impact of Fees on Pension Growth 13:48 Starting a Pension at 50: How Much to Invest 22:32 Pension Protection vs. Bank Deposits 29:56 The Power of Compounding and Asset Allocation 33:37 Conclusion and Final Thoughts Connect with Barney Whiter on LinkedIn by clicking here – https://www.linkedin.com/in/barney-whiter-5474731/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/ Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/   We created It's a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don'ts to achieve MSP financial growth.  We look forward to catching up with you on the next one. Stay tuned!

In this episode, Jane discusses the paradox within the Managed Service Provider (MSP) industry where companies readily outsource IT management but hesitate to outsource recruitment. The conversation delves into the inefficiencies and costs of in-house recruitment, the value of specialized recruiters, and the significance of cultural and technical fit in hiring. The challenges of the recruitment industry, perceptions of integrity, and effective strategies for MSPs to select and collaborate with recruiters are also highlighted. Jane shares insights from her extensive experience and provides thoughtful perspectives on future trends in recruitment and workforce management. 00:00 Introduction and Episode Title Reveal 00:09 The Irony of MSPs and Recruitment 01:44 Breaking Down Recruitment Costs 02:47 The Recruitment Process: Steps and Challenges 05:43 The Role of Recruiters and Industry Perception 08:41 Ethics and Integrity in Recruitment 17:29 Finding the Right Fit: Behavioural and Technical Skills 19:52 Long-term Planning and Recruitment Strategies 22:25 Counter Offers and Salary Negotiations 25:23 In-house Recruitment vs. External Recruiters 27:11 Future of Recruitment in a Global Workforce 29:44 Conclusion and Shameless Plug Connect with Jane Matthews on LinkedIn by clicking here –  https://www.linkedin.com/in/janematthewsitrecruiter/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/ Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/   We created It's a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don'ts to achieve MSP financial growth.  We look forward to catching up with you on the next one. Stay tuned!

Why You Should Listen: Understanding BCDR Layers: Learn the critical differences between backup, disaster recovery, and business continuity to enhance your MSP strategy. Practical DR Planning: Discover a four-step process to create a comprehensive disaster recovery plan, including real-world applications and essential team roles. Monetise DR Services: Gain insights on how MSPs can effectively price and sell disaster recovery and business continuity services, turning them into profitable recurring revenue streams. Connect with Melvyn White on LinkedIn by clicking here – https://www.linkedin.com/in/melvyn-white-7b69614/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/ Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/   We created It's a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don'ts to achieve MSP financial growth.  We look forward to catching up with you on the next one. Stay tuned!

Why Tune In? Understand Payment Innovations: Dive into the evolution of payment methods within the MSP sector, with a special focus on overcoming objections to automated payment systems. Learn About Seamless Integration: Discover how new platforms like Zomentum are addressing the gaps in payment processing by integrating directly with accounting software, making your financial operations smoother. Strategies for Boosting Cash Flow: Gain insights on how MSPs can streamline their payment processes to enhance cash flow and reduce the administrative burden of manual payment collections. Join us to explore these crucial financial strategies that can transform the way MSPs handle payments, ensuring efficiency and growth in your operations. Connect with Ben Spector on LinkedIn by clicking here – https://www.linkedin.com/in/benspector1/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/ Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/   We created It's a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don'ts to achieve MSP financial growth.  We look forward to catching up with you on the next one. Stay tuned!

In this episode you will learn: The pitfalls of diving into marketing tactics without a solid strategy. How Targeting and niching down can drastically simplify and enhance your marketing efforts. How to avoid wasting time and resources on ineffective practices. Tune in to pick up these valuable insights that can help you navigate the complexities of marketing for MSPs! Connect with Tim Fitzpatrick on LinkedIn by clicking here – https://www.linkedin.com/in/timpfitzpatrick/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/ Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/   We created It's a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don'ts to achieve MSP financial growth.  We look forward to catching up with you on the next one. Stay tuned!  

Welcome to another episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris. Why Listen to This Episode? This episode delves into ConnectWise's "Pitch It" program, spotlighting its role in empowering the next wave of entrepreneurs in the MSP Vendor ecosystem. With insights from the ConnectWise team, listeners will explore the challenges and opportunities in transitioning from MSP to vendor, alongside the community and mentorship benefits within the Pitch It initiative. Why you should listen: Discover how Pitch It nurtures startup vendors, offering financial incentives, mentorship, and a platform for growth. Learn the importance of community support and mentorship in transitioning from MSP to vendor and thriving within the ecosystem. Gain practical advice on product development, securing investment, and leveraging community resources for success. Connect with Dan Scott on LinkedIn by clicking here  – https://www.linkedin.com/in/danjpscott/ Connect with Mike Zornow on LinkedIn by clicking here – https://www.linkedin.com/in/michael-zornow-a79a1323/ Connect with Sean Lardo on LinkedIn by clicking here – https://www.linkedin.com/in/seanlardo/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/   Connect with Adam Morris on LinkedIn by clicking here – linkedin.com/in/adamcmorris Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/   We look forward to catching up with you on the next one. Stay tuned!

Tune in to 'Keep It Simple' with host Adam Morris and Joey Badinger from Asset Builder to discuss strategies for building good habits while eliminating bad ones. They delve into methods inspired by 'The Soul of Wealth' by Daniel Crosby and share practical advice for achieving financial and personal goals using the SMART and EAST models. Highlights include discussions on financial planning, fitness, mental health, and the importance of intentionality in achieving long-term success.   [00:00] Introduction and Podcast Purpose [01:39] The Concept of Make Good Easy, Make Bad Hard [12:50] SMART Goals and the EAST Framework [23:54] The Importance of Intentionality and Discipline [16:25] Real-Life Examples and Applications [24:49] Impacts of Good Habits on Health and Finances [38:32] Mental Health Benefits and Therapy [42:45] Final Thoughts and Encouragement  

In this episode of 'Keep It Simple,' host Adam Morris, Janet Griffith and the team at Asset Builder, including special guest Director of Operations, Hannah Vickery, delve into the intersection of marriage and finance. They share personal experiences, advice, and techniques to help couples manage their finances effectively and reduce stress. Topics include the importance of open communication, different budgeting methods, the role of premarital counseling, and strategies to handle financial disagreements. The episode underscores the importance of being on the same financial team with your spouse to achieve shared goals while navigating life's unexpected challenges.   [00:34] Marriage and Finance: Today's Topic [16:08] Combining Finances: Joint Accountability [23:57] Handling Financial Stress and Goals [31:18] Implementing Personal Budgets: The Burn Pile Method [37:14] Choosing the Right Partner for Financial Harmony [39:28] Common Financial Disagreements and Resolutions [42:44] Planning for Retirement and Reducing Expenses [53:10] The Importance of Open Communication in Budgeting [54:05] Best and Worst Aspects of Working in Financial Services [56:43] Final Thoughts and Encouragement for Young Investors  

Tune in to 'Keep It Simple' with host Adam Morris, Janet Griffith, and Joey Badinger from Asset Builder to explore the intricacies and advantages of Roth conversions today!   The discussion covers the fundamentals of what a Roth conversion is, the benefits, including tax optimization and managing required minimum distributions (RMDs), and its strategic advantages in certain market conditions. The team also challenges common myths about Roth conversions and emphasizes the importance of planning and asset location. They provide actionable insights for both novice and experienced investors, underscoring the significance of financial planning in securing a tax-efficient future.   01:07 Demystifying Roth Conversions: What You Need to Know 03:45 Roth IRA Basics: Understanding the Fundamentals 09:13 The Advantages of Roth Conversions for Future Planning 11:59 Inherited IRAs and the Impact of Recent Legislation 16:57 Maximizing Lifetime Wealth Through Strategic Tax Planning 18:32 Leveraging Roth Conversions in a Down Market 22:54 Exploring Asset Location in Investment Strategies 27:03 Debunking Myths Around Roth Conversions 29:17 Optimizing Roth Conversions for Different Tax Brackets 36:02 Strategic Planning: Roth Accounts and Estate Planning 40:22 Investment Wisdom and Financial Literacy Evolution  

In this episode of 'Keep It Simple,' the team discusses strategies for tax planning in anticipation of the expiring provisions of the Tax Cuts and Jobs Act of 2017, set to phase out by the end of 2025.   Joined by advisors Adam Morris, Janet Griffith, and Joey Badinger, they explore potential changes in tax rates, deductions, and credits, emphasizing the need for individuals and businesses to plan ahead. The discussion extends to the implications for estate and gift taxes, and the episode offers insights into making strategic decisions to optimize tax positions. The advisors remind listeners that while they are not tax professionals, their insights aim to prompt thoughtful consideration and consultation with tax experts.   Key topics include maximizing tax brackets, leveraging charitable donations, understanding the shifting landscape of deductions, and the importance of early planning for estate taxes.   00:34 Special Topic: Tax Planning for the Tax Cuts and Jobs Act of 2017 01:09 Understanding the Sunset of Tax Provisions 04:08 Strategies for Tax Optimization Before 2026 12:25 Estate and Gift Taxation Changes 14:11 Long-Term Tax Planning Strategies 23:31 Utilizing Capital Gains and Loss Harvesting 26:35 Conclusion and Next Steps

Hartl, Sonja www.deutschlandfunkkultur.de, Lesart

Hartl. Sonja www.deutschlandfunkkultur.de, Studio 9

Hartl, Sonja www.deutschlandfunkkultur.de, Lesart

Adam Morris wirft in seinem Kriminal- und Gefängnisroman „BIRD“ einen schonungslosen Blick auf die segregierte Gesellschaft Australiens. Die hält die Vorrechte der weißen Bevölkerung noch immer für selbstverständlich, während einem jungen Aboriginal wie dem 25-jährigen Carson nur eine Knast-Karriere offensteht. Rezension von Claudia Fuchs.

Jeff Odom hosted this after party on his porch after the Tyler Tisdale show at the Alabama Music Hall of Fame. Alan is joined by Tyler Tisdale, Ron & Nikki Simonson, Adam Morris and Brick Foster.Music: Tyler Tisdale - Holding Back TimeSponsors: www.manscaped.comPromo Code: PORCHTALKwww.calderalab.com/porchPromo Code: PORCHSubscribe, rate, and review the show!Support this podcast at — https://redcircle.com/porch-talk/exclusive-contentAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Tell us what you think of The Bunker in our Listener Survey – five respondents will get the Bunker mug or t-shirt of their choice. As religious fanatics surge to megachurches across the United States, how do those in charge garner such cult-like devotion? Inspiring total obedience from their followers, some have even made supporters abandon families to support their religious pursuits. How do these groups form, and what about the U.S culture makes them thrive? Adam Morris, author of American Messiahs: False Prophets Of A Damned Nation, joins Dr Seth Thévoz in the Bunker. American Messiahs Book Link • “Messiah's offer members salvation from the here and now, they see the established religions as offering no comfort.” – Adam Morris • “These types of figures are uniquely amenable to the U.S, due to the societal structure, migrant population etc.” – Adam Morris • “Obedience to the leader is important, but also an obedience to the movement is necessary in these quasi-communist communes.” – Adam Morris www.patreon.com/bunkercast  Written and presented by Seth Thévoz. Produced by: Adam Wright. Audio Editor: Simon Williams. Managing editor: Jacob Jarvis. Music by Kenny Dickinson. Group Editor: Andrew Harrison. THE BUNKER is a Podmasters Production Learn more about your ad choices. Visit megaphone.fm/adchoices

This interview contains discussion of mental health issues and suicide. Albany based filmmaker Adam Morris returns to the region with his second feature film, Frank and Frank (or the Valley and the Walrus: Ruminations on the Mystery from Soup to Nuts). This introspective and explorative film follows Frank (Myles Pollard), a faith and financial influencer whose life is in turmoil as he faces a potential divorce as he heads out on a talking tour. In the throes of despair, Frank chances upon a stranger, also named Frank (Trevor Jamieson), and the two quickly become salvations for one another. Frank and Frank is a film that explores masculine emotions in an open and honest way, with Pollard's Frank struggling to keep the ground under his feet - both figuratively and literally, as we see him try and reconcile with his faith one day by building a backyard crucifix to hoist himself onto, as if that will be the solution to his problems. The two Frank's share hard truths and engage in a soul searching journey together, lifting each other up. This synopsis suggests that Frank and Frank is a dark, heavy film, and to be fair, it is at times, but it is also reflective of life in the sense that there are frequent moments of lightness and levity to bring a touch of hope to both of the Frank's lives. In this interview, Adam and Myles talk about their working relationship, what changed in them as individuals during filming, and the joy of working the Great Southern region of Western Australia. Frank and Frank (or the Valley and the Walrus: Ruminations on the Mystery from Soup to Nuts) has its world premiere at Perth's Revelation Film Festival on Saturday July 15 at 6pm at Luna Leederville, with a follow up screening on July 16 at 5:45pm at Luna SX. For more details, visit RevelationFilmFest.org. See omnystudio.com/listener for privacy information.

On this episode, I chat with WA local Ben Young about his new film, Devil's Peak, which features Robin Wright, Billy Bob Thornton, Hopper Penn, Jackie Earl Haley, and regular collaborator, Emma Booth. It's a thriller set in the Appalachian Mountains and focuses on a family torn apart by drug related crime. In this chat, Ben talks about working with mother-son relationship with Robin and Hopper, as well as the grounded nature of someone like Billy Bob Thornton. He also gives open advice about finding the right creative path forward as a filmmaker.Devil's Peak is the opening night film for Perth's Revelation Film Festival on July 12th, with the night kicking off at 7pm at Luna Cinemas Leederville. Visit revelationfilmfest.org for more details.We've got extensive coverage from the festival taking place this week, with interviews with filmmakers like soda jerk, Robert Machoain, Adam Morris and Myles Pollard. To read or listen to those interviews, head over to thecurb.com.au.For now, here's a slice of the trailer of Devil's Peak followed by the interview with Ben Young. Hosted on Acast. See acast.com/privacy for more information.

Kaya and welcome to The Curb podcast. My name is Andrew Peirce and this podcast is recorded on the lands of the Wadjuk people of Boorloo Perth. Sovereignty never ceded. On this episode, I chat with WA local Ben Young about his new film, Devil's Peak, which features Robin Wright, Billy Bob Thornton, Hopper Penn, Jackie Earl Haley, and regular collaborator, Emma Booth. It's a thriller set in the Appalachian Mountains and focuses on a famiy torn apart by drug related crime.  In this chat, Ben talks about working with mother-son relationship with Robin and Hopper, as well as the grounded nature of someone like Billy Bob Thornton. He also gives open advice about finding the right creative path forward as a filmmaker. Devil's Peak is the opening night film for Perth's Revelation Film Festival on July 12th, with the night kicking off at 7pm at Luna Cinemas Leederville. Visit revelationfilmfest.org for more details. We've got extensive coverage from the festival taking place this week, with interviews with filmmakers like soda jerk, Robert Machoain, Adam Morris and Myles Pollard. To read or listen to those interviews, head over to thecurb.com.au. For now, here's a slice of the trailer of Devil's Peak followed by the interview with Ben Young. See omnystudio.com/listener for privacy information.

On this episode, I chat with WA local Ben Young about his new film, Devil's Peak, which features Robin Wright, Billy Bob Thornton, Hopper Penn, Jackie Earl Haley, and regular collaborator, Emma Booth. It's a thriller set in the Appalachian Mountains and focuses on a family torn apart by drug related crime. In this chat, Ben talks about working with mother-son relationship with Robin and Hopper, as well as the grounded nature of someone like Billy Bob Thornton. He also gives open advice about finding the right creative path forward as a filmmaker.Devil's Peak is the opening night film for Perth's Revelation Film Festival on July 12th, with the night kicking off at 7pm at Luna Cinemas Leederville. Visit revelationfilmfest.org for more details.We've got extensive coverage from the festival taking place this week, with interviews with filmmakers like soda jerk, Robert Machoain, Adam Morris and Myles Pollard. To read or listen to those interviews, head over to thecurb.com.au.For now, here's a slice of the trailer of Devil's Peak followed by the interview with Ben Young. Hosted on Acast. See acast.com/privacy for more information.

This interview contains discussion of mental health issues and suicide. Albany based filmmaker Adam Morris returns to the region with his second feature film, Frank and Frank (or the Valley and the Walrus: Ruminations on the Mystery from Soup to Nuts). This introspective and explorative film follows Frank (Myles Pollard), a faith and financial influencer whose life is in turmoil as he faces a potential divorce as he heads out on a talking tour. In the throes of despair, Frank chances upon a stranger, also named Frank (Trevor Jamieson), and the two quickly become salvations for one another. Frank and Frank is a film that explores masculine emotions in an open and honest way, with Pollard's Frank struggling to keep the ground under his feet - both figuratively and literally, as we see him try and reconcile with his faith one day by building a backyard crucifix to hoist himself onto, as if that will be the solution to his problems. The two Frank's share hard truths and engage in a soul searching journey together, lifting each other up. This synopsis suggests that Frank and Frank is a dark, heavy film, and to be fair, it is at times, but it is also reflective of life in the sense that there are frequent moments of lightness and levity to bring a touch of hope to both of the Frank's lives. In this interview, Adam and Myles talk about their working relationship, what changed in them as individuals during filming, and the joy of working the Great Southern region of Western Australia. Frank and Frank (or the Valley and the Walrus: Ruminations on the Mystery from Soup to Nuts) has its world premiere at Perth's Revelation Film Festival on Saturday July 15 at 6pm at Luna Leederville, with a follow up screening on July 16 at 5:45pm at Luna SX. For more details, visit RevelationFilmFest.org.See omnystudio.com/listener for privacy information. Hosted on Acast. See acast.com/privacy for more information.

Join us as Adam Morris, member of Mercy Hill Church, continues our sermon series through Ephesians.

Fun conversation with Adam Morris about his journey in precision rifle. From his Ruger RPR to his Dasher built on an Impact and Foundation. We hit on his goals and expectations for the match and balance of being a professional, a shooter, and a father/ husband. --- Send in a voice message: https://anchor.fm/gdpodcast/message