Podcast appearances and mentions of Adam Morris

Daniel Welling welcomes back cybersecurity advisor Adam Pilton (Heimdal Security) for a masterclass on cyber tabletop exercises. Adam defines a tabletop as a staged rehearsal where senior leaders and key responders use the organisation's incident response procedure while a facilitator introduces evolving information, aiming to build confidence, stress-test decision-making, and improve communication. They discuss common failures like missing or outdated incident response plans, the facilitator's role in preparing and tailoring scenarios, and differences between SMEs (often using pre-made exercises) and enterprises (more tailored). MSPs should participate, with the on-the-day MSP representative not knowing what comes next, and facilitation can be segmented to reduce bias. Success means surfacing lessons learned, and Adam recommends at least annual exercises, ideally quarterly, including smaller segments within QBRs. He outlines six pillars of effective incident response and highlights the MGM incident as a communication case study.   00:00 Welcome and Guest Intro 01:20 Tabletop Exercises Defined 03:13 Game vs Serious Stress 04:20 Incident Plan Pitfalls 06:29 Facilitator Prep and Tailoring 10:51 SME vs Enterprise Approach 12:26 MSP Role and Independence 15:10 What Success Looks Like 17:01 Where and How Often 19:40 Packaging as Recurring Service 22:21 Six Pillars Framework 24:48 Communication Case Study MGM 28:27 Selling Security Upgrades 30:32 Wrap Up and Contact   Connect with Adam Pilton on LinkedIn by clicking here –https://www.linkedin.com/in/adampilton Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/danielwelling/ Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team We look forward to catching up with you on the next one. Stay tuned!

What does it actually take to build a social enterprise when you still have a day job, a family, and a world that won't slow down?Three years in, the Social Impact Mastermind has become one of Adam Morris's favorite things he does. The idea was simple: bring social entrepreneurs together at a similar stage in their journey, create a space where they can be honest about what they're struggling with, and let the group do what groups do best. Support each other.This recap covers the four themes that kept coming up this year: revenue, social media, scope creep, and balance. The revenue conversation gets refreshingly real, from a founder who paid $100 to practice discovery calls on userinterviews.com before ever approaching a real decision maker, to the mindset shift that turns sales from something uncomfortable into something genuinely collaborative. There's also a honest look at how the nonprofit funding landscape has changed and where to start looking when the grants dry up.On social media, the big unlock was simple: stop waiting until you have the perfect post and just start showing up. Scope creep and balance round out the conversation, with Adam sharing why a weekly review habit and protecting your personal time are not nice-to-haves, they are the whole game when you are building something meaningful on the side.Episode in a glance00:00 The Social Impact Mastermind and how it started03:14 Theme one: finding revenue and reframing sales as discovery08:45 Theme two: why consistency beats perfection on social media13:25 Theme three: avoiding scope creep with a weekly review practice17:11 Theme four: protecting your time and energy as a busy entrepreneurCurious about joining the next Social Impact Mastermind? Reach out to Adam directly to find out when the next cohort kicks off.

Dave discusses how Flotek scaled its finance and billing operations from a simple setup (a bookkeeper and a director overseeing finances) to a more structured team while growing rapidly through acquisitions. He explains their philosophy that client-facing billing is part of service delivery, with SLAs and a "wow" mindset to protect relationships and reduce friction from invoice errors. The conversation covers challenges of cost-of-sale reconciliation amid inconsistent vendor billing, the need to accept imperfect acquisition data, and using standard cost models and monthly margin monitoring (with more precision where margins are tighter, like Microsoft). They emphasise simplifying vendors/products, building processes and controls across sales, projects, and finance, capturing historical billing data, and balancing automation with necessary manual review. Dave notes they reached £18M revenue in 3.5 years and wishes he had hired earlier, stressing upfront investment in scalable systems, culture, and pricing for long-term growth.   00:00 MSP Finance at Scale 00:50 Early Acquisition Setup 01:47 Billing as Customer Service 05:24 Wow Factor and Trust 08:17 Cost Reconciliation Reality 10:14 Standard Costs and Margins 14:45 Automation and AI Tools 17:39 Limiting Complexity 19:53 Team Size and Reporting Depth 23:24 Sales Ops to Finance Handoff 27:46 Lessons from Rapid Growth 29:32 Closing and Contact Connect with Dave Middleton on LinkedIn by clicking here – https://www.linkedin.com/in/david-j-middleton/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/danielwelling/ Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team We look forward to catching up with you on the next one. Stay tuned!

Can you actually build a meaningful business in a weekend and have it still be running years later?Social entrepreneurship can feel lonely, overwhelming, and undefined, especially when you care deeply about a cause but have no idea how to turn that passion into a functioning business. That's exactly the gap GiveBackHack was designed to fill.Adam Morris pulls back the curtain on the Columbus, Ohio-based organization that gave him his own entrepreneurial start, sharing how a weekend hackathon format rooted in applied design thinking has launched real businesses tackling real community problems. The secret isn't building a finished product. It's getting the right people in a room, surfacing your assumptions, and then actually going out to test them by talking to real people.Adam walks through the stories of participants like Karen, whose research on Black caregivers became the foundation of her nonprofit Pair to Care; Leah, an AmeriCorps volunteer who discovered that a crumpled piece of paper with outdated resource phone numbers was failing the people she served; and Wesley, the rapid-prototyping tech wizard who embodies the "scrappy and fast" philosophy that separates learning entrepreneurs from stuck ones.Along the way, Adam reflects on his own journey launching Wild Tiger Tees, a screen-printing business that employed youth experiencing homelessness at the Star House, and what it taught him about what entrepreneurship actually feels like from the inside.At its core, this episode is about something bigger than business. It's about building authentic human connections, slowing down in an AI-accelerated world, and creating spaces where people feel genuinely heard. GiveBackHack, it turns out, is less a startup event and more a community transformation engine.Episode in a glance00:00 What is GiveBackHack and why Adam cares deeply about it02:42 How GiveBackHack was founded and why it broke from the traditional startup weekend model04:28 Design thinking explained: testing assumptions before building solutions08:30 Karen and Pair to Care: turning research into a social enterprise10:27 Wild Tiger Tees: Adam's own GiveBackHack origin story12:31 Wesley's scrappy prototyping approach and what it teaches us14:03 Leah and Hunger Helper: learning from people experiencing the problem firsthand16:59 The Impact of Rapid Change in Technology19:15 What the best social entrepreneurs have in commonInterested in launching a social enterprise? Reach out to Adam or join his social impact mastermind group for entrepreneurs at the early stages of building something meaningful.

Thomas Lake Harris channeled the greatest poets in history to produce some of the worst poetry you've ever read... and then those same poets told him he was the new Messiah, who would unite the physical and spiritual worlds and usher in a new cycle of the ages. https://order-of-the-jackalope.com/with-fairies-wise/ Key sources for this episode include Adam Morris's American Messiahs: False Prophets of a Damned Nation; Arthur A. Cuthbert's The Life and World-Work of Thomas Lake Harris, Written from Direct Personal Knowledge; Joseph W. Slade's "Historical Sketch of Thomas Lake Harris, Laurence Oliphant, and the Brotherhood of the New Life"; Margaret Oliphant's Memoir of the Life of Laurence Oliphant and of Alice Oliphant, His Wife; Philip Jenkins' Mystics and Messiahs: Cults and New Religions in American History; the collected writings of Thomas Lake Harris; and contemporary newspaper reports, especially from the San Francisco Chronicle. The Ancient and Esoteric Order of the Jackalope is a secret society devoted to the idea that that which is least known is best to know. Each episode we share a strange story or amazing fact, and no topic is off limits -- if it's interesting or entertaining, we'll cover about it! Email: jackalope@order-of-the-jackalope.com Bluesky: https://bsky.app/profile/order-of-the-jackalope.com Discord: https://discord.gg/Mbap3UQyCB YouTube: https://youtube.com/@orderjackalope

What if the thing standing between you and the impact you want to make isn't a lack of resources, but a lack of confidence?Confidence is one of those words that sounds simple but hits differently when you're an entrepreneur trying to do something meaningful in the world. Adam Morris sits down with Rachyl Kershaw of Greater Columbus Consulting and Lachandra Baker of LBB Edutainment to dig into why so many purpose-driven people hold themselves back, and what they're doing about it through the Confidence Lab.Two powerhouses who somehow never crossed paths despite moving in the same Columbus circles for years, Rachyl and Lachandra bring complementary energy to a shared mission: helping people show up as their full, authentic selves, whether they're in a boardroom, building a nonprofit, or somewhere in between.The conversation gets real fast. Lachandra talks about the emotional exhaustion that drives people to the Confidence Lab, the feeling of constantly trying to find your sea legs in a world that keeps shifting. Rachyl shares her own journey from a sharp-elbowed early career version of confidence to the healthier, more grounded kind she now teaches, rooted in knowing your value rather than defending it.They also tackle something particularly relevant for social entrepreneurs: the discomfort of selling, speaking up, and delegating when you're used to carrying everything yourself.Their message: You don't have to do it all, and you don't have to do it alone. The Confidence Collective they've built is living proof of that, a group of brilliant leaders pooling their strengths and going after opportunities together.Episode in a glance00:00 Why confidence is harder in practice than it sounds01:05 Rachyl's background and why she left corporate life02:43 Lachandra's 35 years in people-first work05:04 How the Confidence Lab idea was born and the gap it was designed to fill08:31 What participants took away from last year's event10:50 Why the Confidence Lab naturally became a women-centered space16:21 The power of delegating, partnering, and not doing it all yourself19:41 Rachyl's personal story: from defensive confidence to the real thing25:19 How leaders can create psychological safety so others speak up too28:35 How to find the Confidence Lab and get involvedAbout the GuestsRachyl Kershaw is the founder of Greater Columbus Consulting, bringing decades of corporate and technology experience to help social enterprises and conscious capitalists build stronger, more impactful businesses.Connect with Rachyl and her work: → LinkedIn Lachandra Baker is the founder of LBB Edutainment, with 35 years of experience in employee engagement, company culture, and diversity, equity, and inclusion. She is a speaker, culture strategist, and champion for bringing full humanity into every workplace.Connect with Lachandra and her work: → LinkedIn The Confidence Lab Summit is Monday, May 4th, noon to 4pm at Rev1 at the Peninsula. Grab your tickets and learn more at confidencelab.org.

Dave joins the podcast to discuss Flotek's M&A journey, having completed 14 acquisitions in three and a half years, and argues the MSP market is diverse, fragmented, and active, with frequent inbound opportunities. He explains deal sourcing through SEO, brokers, network reputation, and supplier referrals, and stresses sellers should do due diligence on buyers. Flotek prioritises cultural and values alignment before numbers, then evaluates stability, cash flow, customer loyalty, customer satisfaction, geography, organic growth, and vendor/tech-stack fit, with a relentless focus on thorough integration. Post-sale, they reassure staff through one-to-ones, emphasise career growth in a larger business, and use phased service integration (often months 6–12) plus strong account management to reduce churn, while acknowledging some customers prefer small-MSP intimacy. On valuation, Dave says it depends on timing and competition, advises not fixating on price versus deal structure and certainty, and notes recurring revenue and longer contracts generally improve value. 00:00 Welcome and Goals 00:51 Biggest M&A Takeaways 01:57 Deal Flow and Market Supply 03:29 Sourcing Acquisition Leads 05:35 Buyer Due Diligence 06:48 Culture Fit First 07:53 What Buyers Look For 09:46 Integration and Tech Stack 13:51 Pipeline Timing and Dating 16:32 Post Sale Integration Playbook 20:16 Customer Retention and Churn 24:41 Valuation Versus Deal Structure 28:00 Wrap Up and Contact   Connect with Dave Middleton on LinkedIn by clicking here – https://www.linkedin.com/in/david-j-middleton/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/danielwelling/ Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team We look forward to catching up with you on the next one. Stay tuned!

In this episode, the hosts Adam and Daniel are joined by PR consultant Rahme to discuss an upcoming 2026 collaboration and unpack what PR means for MSPs and vendors: public relations as audience-focused communication that builds reputation, brand awareness, and relationships with influencers such as reporters, editors, analysts, and advisors. They contrast PR with marketing, using a white paper as an example of content that marketing deploys for lead generation while PR uses it to pitch thought leadership and earn coverage, and they explore how PR success is measured through exposure, publication quality, message pull-through, and effects like SEO rather than direct sales attribution. They stress getting fundamentals right (clear positioning, aligned website and social messaging), planning quarterly communications tied to business goals, developing media relationships, and preparing for crisis communications. They also address AI as both an accelerator and a reputational risk in content creation. 00:00 Welcome and Partnership 00:52 What PR Really Means 04:32 PR vs Marketing Lines 08:03 Measuring PR Impact 13:41 Who Should Use PR 17:43 Earned vs Paid Coverage 21:04 Getting Started with PR 24:31 Relationships and Crisis Prep 26:49 AI in the PR World 32:08 Contact and Wrap Up   Connect with Rahme Mehmet on LinkedIn by clicking here – https://www.linkedin.com/in/rahmemehmet/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/danielwelling/ Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team We look forward to catching up with you on the next one. Stay tuned!

Chris joins Daniel and Adam to discuss Patrick Lencioni's Working Genius assessment, a 40-question framework about where people get energy and joy at work, contrasting it with tools like Myers-Briggs and DISC (communication preference). He explains the WIDGET model: Wonder (identify gaps), Invention (generate ideas), Discernment (judge ideas), Galvanizing (rally action), Enablement (help others move work forward), and Tenacity (drive to completion), plus how each person has two geniuses, two competencies, and two frustrations. They cover applying the model in MSPs to improve role fit, career progression (e.g., L1 vs escalations, sales vs sales management), meeting focus (strategy vs tactics), recruitment language, and reducing burnout through intentional time spent in frustration areas. 00:00 Introductions and Banter 00:23 Why Working Genius 02:08 WIDGET Overview 02:32 Wonder and Invention 03:18 Discernment and Galvanizing 04:13 Enablement and Tenacity 05:45 Genius Competency Frustration 07:50 Applying it to Meetings 09:17 Business Gaps and Stages 10:25 Every Job Uses All Six 12:04 Role Fit Sales Example 14:37 Technicians Need Clarity 15:07 Clarity Versus Escalations 15:50 Valuing Level One Talent 17:06 Career Paths and Intentionality 18:17 Time Blocking for Strengths 19:46 Hiring Amid Talent Shortage 22:00 Do Your Results Change 25:21 Engineering into Sales 28:40 Right Seats and QBRs 30:23 DISC Versus Working Genius 32:27 Wrap Up and Contact Connect with Chris Cook on LinkedIn by clicking here – https://www.linkedin.com/in/cookechris Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/danielwelling/ Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team We look forward to catching up with you on the next one. Stay tuned!

Are you building your social enterprise in a "basement" of isolation, or are you developing it alongside the community you actually serve?Social entrepreneurship attracts people with a deep desire to solve community problems, but many of these founders fall into the trap of building their vision in total isolation. Adam Morris explores why the "perfect" plan often fails while the "messy" test succeeds. Using the cautionary tale of two underwater vehicle companies, the discussion highlights how early failure is actually a competitive advantage. One company spent ten years engineering the perfect vessel only to go bankrupt, while the other "crashed" early, learned quickly, and eventually dominated the market.We dive into the journey of Jerry from Renter Mentor, who bypassed high-tech coding to first sit down with landlords and discover their true pain points through focus groups and "speed dating" sessions. This approach to Applied Design Thinking isn't about colorful sticky notes; it's a disciplined way to identify your riskiest assumptions. Whether they involve your customer, your revenue model, or your actual social impact. By shifting the focus from building a "car" to building a "skateboard," founders can stop guessing and start creating solutions that people are actually ready to support.Episode in a glance00:00 Defining social entrepreneurship and the two types of founders02:46 Learning by doing: The tale of two submarine companies05:33 Success story: How Renter Mentor used focus groups to pivot07:31 Understanding Design Thinking09:33 The MVP explained11:38 Six core assumptions every social entrepreneur makes16:13 Avoiding bias: The Mom Test by Robert Fitzpatrick17:25 Five practical tests to validate your idea19:03 Why revenue and pre-order tests are the ultimate signalAbout Adam MorrisAdam Morris is the founder and host of People Helping People. He launched the podcast in 2017 with the vision to learn and share what is possible through social entrepreneurship, as well as to give individuals the tools to successfully start their own impact ventures. He is passionate about connecting people and creating a world that will thrive for generations.Connect with Adam and his work→ People Helping People→ Linkedin→ Instagram→ Youtube

Loneliness Is the Tax You Pay for Autonomy: The Hidden Cost of Business Ownership Adam and Daniel depart from the usual guest format to discuss the often-ignored loneliness of business ownership, especially in MSPs. They frame autonomy as rewarding but inherently tied to responsibility, asymmetrical relationships, and an unshared cognitive load that leaders can't fully offload to employees or spouses. Adam reads an essay, "Loneliness is the Tax You Pay for Autonomy," arguing loneliness is a byproduct of authority and care, not weakness, and can be offset through structures like EOS, shared vision, peer groups, mentors, therapists, and healthier communication rhythms. They reflect on regrets about not understanding these dynamics earlier, the mixed value and potential competitiveness of peer groups, and the nuanced pros and cons of having a business partner. They close by emphasising authenticity, balancing the "tax" with rewards, and appreciating the journey. 00:00 Why This Episode 00:40 Loneliness at the Top 02:41 Autonomy Loneliness Essay 07:14 Regrets and Recognition 09:23 Naming the Hidden Cost 10:35 EOS and Shared Vision 12:43 Peer Groups and Pitfalls 14:59 Business Partners Debate 19:02 Mentors and Support Systems 23:29 Vulnerability and Balance 25:29 Enjoy the Journey 27:24 Closing and Connect Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/danielwelling/ Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team We look forward to catching up with you on the next one. Stay tuned!

In this episode, we welcome Nils, co-founder of Ironbridge, to discuss the transformative potential of AI for Managed Service Providers (MSPs). Nils shares his extensive background and experience in scaling businesses and investing in tech startups. He elaborates on how MSPs can leverage AI to revolutionise their operating models, scale efficiently, and deliver new, high-value services. The conversation covers the transition from traditional IT infrastructure to AI-driven solutions, the importance of strategic partnerships with clients, and actionable steps MSPs can take to stay ahead. Nils also highlights the unique role MSPs will play in the AI era, becoming indispensable partners for SMBs and SMEs by integrating AI into their operations and offering consultative, outcome-based solutions. 00:00 Introduction and Greetings 00:58 Nils' Background and Experience 02:37 The Role of AI in MSP Development 03:59 Changing the Commercial Model for MSPs 06:07 The Unique Opportunity for MSPs with AI 08:30 Implementing AI in MSP Operations 12:42 Challenges and Strategies for MSPs Adopting AI 14:13 The Future of MSPs in the AI Era 16:33 Practical Examples and ROI of AI Implementation 29:35 Final Thoughts and Contact Information   Connect with Nils Howland on LinkedIn by clicking here – https://www.linkedin.com/in/nilshowland/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/danielwelling/ Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/   Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/     MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team   We look forward to catching up with you on the next one. Stay tuned!

Join us as we chat with Justin Esgar about the ACEs Conference, an event designed to help MSPs (Managed Service Providers) grow their businesses with a focus beyond just technological skills. Justin shares his journey in founding the conference, designed originally for Apple consultants but open to all. He talks about the unique business-oriented aspects of the conference, the importance of non-technical skills, and the vibrant community it nurtures. Additionally, he discusses the scholarship in honour of his late father and hints at future plans for geographical expansion. The conversation also touches on some lighter notes, such as Justin's potential guest-hosting role and his enthusiasm for British television. 00:00 Introduction and Welcoming Justin 00:19 Practicing the Podcast Introduction 01:20 Discussing the ACEs Conference 04:13 The Unique Focus of ACEs Conference 04:59 History and Evolution of ACEs Conference 06:25 Business Growth and Success Stories 11:06 Employee Development and Training 16:59 Challenges and Differences in Conference Attendance 23:02 Honouring a Legacy: The Edward Esgar Scholarship 24:37 Final Thoughts and Farewell   Connect with Justin Esgar on LinkedIn by clicking here – https://www.linkedin.com/in/justinesgar/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/danielwelling/ Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/   Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/     MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team   We look forward to catching up with you on the next one. Stay tuned!

In this podcast episode, Nicola Moss, a marketing expert, discusses effective budgeting strategies for marketing within Managed Service Providers (MSPs). She highlights the differences in budget allocation and approaches between small and large MSPs and provides a practical guide on setting annual marketing budgets based on percentages of turnover and desired outcomes. Nicola emphasises the importance of consistent spend and strategic investment in various marketing activities, including events, webinars, and referral marketing. She also touches on the integrality of marketing in generating ROI, domain authority, and managing client relationships to sustain long-term growth. The episode offers valuable insights for MSPs looking to optimise their marketing budgets and achieve significant returns on their investments. 00:00 Introduction and Setting the Stage 00:49 Budgeting for Different Sizes of MSPs 03:15 Setting Annual Marketing Budgets 05:58 Calculating ROI and Budget Allocation 08:59 Effective Marketing Strategies for MSPs 11:10 The Importance of Consistent Marketing Efforts 14:16 Leveraging Tools and Partnerships 21:01 Measuring Marketing Effectiveness 35:32 Final Thoughts and Contact Information Connect with Nicola Moss on LinkedIn by clicking here – https://www.linkedin.com/in/nicola-moss-b0a1502/ Connect with Daniel Welling on LinkedIn by clicking here –https://www.linkedin.com/in/danielwelling/ Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team We look forward to catching up with you on the next one. Stay tuned! MSP golf day 12/03/26 – register at https://mspgolf.co.uk/

In this episode, Alicia discusses her role as a hybrid distributor and manufacturer within the Wortmann Group, focusing on Terra branded devices and their distribution of over 10,000 SKUs from various major brands. The conversation delves into supply chain issues exacerbated by the pandemic and the Windows 10 support cessation, and how Terra positions itself against tier-one brands like HP, Dell, and Lenovo. Alicia highlights the importance of future-proofing devices, maintaining robust MSP relationships, and navigating the complex supply chain environment. She also emphasises Terra's commitment to delivering value and facilitating MSP margins through unique service models and leveraging their manufacturing insights. 00:00 Introduction and Welcome 00:07 Discussing Product Supply Issues 00:49 Understanding the Hybrid Model 01:41 Market Position and Clientele 03:20 Challenges in Hardware Procurement 08:16 Service and Support Differentiation 12:22 Current Supply Chain Challenges 22:02 Future Proofing and Device Specifications 27:44 Margin and Market Strategy 29:18 Conclusion and Contact Information Connect with Alicia Shepherd on LinkedIn by clicking here – https://www.linkedin.com/in/aliciashepherd/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/danielwelling/ Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team We look forward to catching up with you on the next one. Stay tuned! Register for the MSP Golf Day 12/03/26 at https://mspgolf.co.uk/

In this episode, the Adam and Daniel welcome Al Lakhani a cybersecurity expert, to discuss the revolutionary MFA 2.0 technology. Al explains how traditional MFA (Multifactor Authentication) methods, known as MFA 1.0, are vulnerable to credential phishing attacks, highlighting recent breaches by the Shiny Hunters group. He introduces MFA 2.0, which utilises public key cryptography to eliminate passwords and ensure device-based identity verification, preventing attacks effectively. The conversation delves into the limitations of current MFA methods, the advantages of MFA 2.0, and the importance of moving from detection to prevention in cybersecurity. Al also discusses the educational challenges in the industry and the potential for MFA 2.0 to simplify IT departments' roles by eliminating credential management issues. Despite the complexity and market resistance, Al believes MFA 2.0 offers a transformative approach to cybersecurity. The episode wraps up with a call to action for MSPs interested in trailing MFA 2.0 and ensuring robust security for their clients. 00:00 Introduction and Greetings 00:25 The Problem with MFA 1.0 01:19 Introducing MFA 2.0 03:47 How MFA 2.0 Works 07:54 Challenges and Solutions 14:35 Market Adoption and Competitors 26:54 Conclusion and Next Steps Connect with Al Lakhani on LinkedIn by clicking here – https://www.linkedin.com/in/getidee/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/danielwelling/ Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team We look forward to catching up with you on the next one. Stay tuned!

In this episode, Roy Castleman joins the podcast to share insights from his extensive experience in leveraging AI to run multiple businesses. The conversation delves into practical applications of AI, the challenges of selecting the right tools amongst many, and optimising AI usage through clear communication and iterative prompting. Roy emphasises the importance of understanding AI as an enhancement tool rather than a replacement and details a method of using AI to form a 'virtual board of directors' for business advice. The episode also touches on various aspects of experimenting with AI tools and offers valuable tips on using AI effectively. 00:00 Introduction and Welcome 00:20 Diving into AI and Business Efficiency 02:15 Choosing the Right AI Tools 03:45 AI as a Critical Thinking Partner 04:59 Practical Applications of AI 06:39 Challenges and Limitations of AI 09:10 Setting Up AI for Business 16:34 Effective AI Communication 24:29 Final Thoughts and Contact Information Connect with Roy Castleman on LinkedIn here – https://www.linkedin.com/in/roycastleman Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/danielwelling/ Connect with Adam Morris on LinkedIn here – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, here – https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team We look forward to catching up with you on the next one. Stay tuned!

In this episode, Adam Pilton from Heimdal discusses his role in educating and supporting MSPs and small businesses on cybersecurity. He shares his unique perspective drawn from a 15-year career in law enforcement and as a Cyber Essentials auditor. The conversation covers the importance of storytelling, recognising and mitigating risks, maintaining cybersecurity standards like Cyber Essentials, and building trust-based client relationships. Practical strategies for engaging clients and the necessity of continued education on cybersecurity threats are also highlighted. 00:00 Introduction and Guest Welcome 00:25 Adam's Background and Role at Heimdal 02:26 Challenges Faced by Small Businesses in Cybersecurity 06:52 Importance of Storytelling in Cybersecurity 12:18 Cyber Essentials and Frameworks 24:50 Client Relationships and Trust 31:55 Conclusion and Contact Information Connect with Adam Pilton LinkedIn by clicking here – https://www.linkedin.com/in/adampilton Read Adam Pilton's newsletter at – https://www.linkedin.com/newsletters/the-cyber-detective%E2%80%99s-notebook-7389285479634075648/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/danielwelling/ Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team We look forward to catching up with you on the next one. Stay tuned!

In this episode, Fiona discusses the rapid advancements in AI, especially in the Managed Service Provider (MSP) sector. The conversation delves into how AI avatars are surpassing human avatars in social media, the adaptation of MSPs to AI technologies, and the importance of staying updated in the swiftly changing AI landscape. Fiona recalls past initiatives like the Mentori Program which helped navigate industry transformations and compares it to current AI integration. She emphasises the need for MSPs to embrace tools like Microsoft Copilot as an entry into AI, and outlines a structured path from basic AI applications to complex, agent-driven solutions. The discussion also highlights the importance of readiness assessments, internal adoption of AI tools, and the significant market demand driven by end users. MSP owners are encouraged to start small and gradually scale their AI capabilities, ensuring they don't miss out on emerging opportunities. 00:00 Introduction and Greetings 00:17 AI Avatars vs. Human Avatars 01:06 Recent Developments in AI and MSP Land 01:24 The Mentori Program and Industry Shifts 02:12 The Biggest Shift in the Channel 02:58 Monetising AI in the Channel 03:57 Challenges and Solutions for MSPs 04:21 The Seven Week Challenge: From Copilot to AI 04:52 Demand Driven by End Users 05:33 The Role of MSPs in Leading AI 07:04 Selling AI as a Transformation Tool 07:26 Real-World AI Implementation Stories 09:30 Steps for MSPs to Get Started with AI 12:09 The Importance of Internal Adoption 12:52 Readiness Assessment and Pilot Programs 18:59 The Future of AI in the Channel 27:22 Training Programs and Continuous Learning 30:29 Conclusion and Contact Information   Connect with Fiona Challis LinkedIn by clicking here –https://www.linkedin.com/in/fionachallis If partners are asking "How do we sell AI?" this is the best place to start – https://fionachallis.mykajabi.com/copilotchallenge - If they are already ahead and clients are now asking "Can AI actually do the work?" - this is the best place for them -  This is Mentori for AI  –  https://agenticaiprovidersystem.com/ Use code ITSANUMBERSGAME at checkout to get a £250 saving.  Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/danielwelling/ Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team We look forward to catching up with you on the next one. Stay tuned!

In this engaging episode, hosts Daniel, Adam and guest Graham Norris explore their personal journeys within the Toastmasters program, highlighting its significant impact on their public speaking skills and confidence. They share stories about overcoming initial fears and discuss how repeated practice at Toastmasters helped them become better communicators. Graham describes how his experience with Toastmasters led him into a career as a professional speaker and organisational psychologist. The conversation also delves into broader themes of navigating change and uncertainty, making informed decisions, and the importance of experimentation. Both host and guest underscore the invaluable benefits of Toastmasters in various facets of life and business, making a strong case for participation in such programs.   00:00 Introduction and Welcome 00:23 Personal Toastmasters Journeys 01:31 Overcoming Public Speaking Fears 04:45 Practical Benefits of Toastmasters 07:43 Transition to Professional Speaking 10:14 Navigating Future Uncertainties 23:26 The Value of Experimentation and Decision Making 26:09 Conclusion and Contact Information   Connect with Graham Norris LinkedIn by clicking here –https://www.linkedin.com/in/grahamnorris/ Connect with Daniel Welling on LinkedIn by clicking here –https://www.linkedin.com/in/danielwelling/ Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team We look forward to catching up with you on the next one. Stay tuned!    

In this episode, host Daniel welcomes Jason Kemsley to discuss the evolving landscape of Managed Service Providers (MSPs). Jason shares his insights on the three Cs that will define successful MSPs by 2026: Consolidation, Certification, and Compliance. The conversation explores the importance of niching down and standardising operations to thrive in a competitive market. They also delve into how certifications can enhance credibility and the role of compliance in achieving market leadership. The episode concludes with a brief teaser for a future aviation-themed episode, promising an interesting twist on the discussion.   00:00 Introduction and Warm-Up 00:38 The Three Cs of MSPs in 2026 01:41 Consolidation: The First C 18:16 Certification and Standards: The Second C 22:51 Compliance: The Third C 26:50 Shameless Plug and Future Plans Connect with Jason Kemsley on LinkedIn by clicking here –https://www.linkedin.com/in/jason-kemsley-630983159/ Connect with Daniel Welling on LinkedIn by clicking here –https://www.linkedin.com/in/danielwelling/ Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team We look forward to catching up with you on the next one. Stay tuned!

In this podcast episode, Adam, Daniel, and Anne discuss the significance of legal agreements for Managed Service Providers (MSPs) and how they impact EBITDA. They discuss the inherent risks MSPs face, the importance of proactive use of contracts, and common pitfalls like revenue leakage from services out of scope. The conversation highlights the need for MSPs to educate their clients and align internal processes with contractual commitments. They emphasise that contracts are not merely for worst-case scenarios but are essential for mitigating risks and ensuring business success. The episode provides insights into how MSPs can better structure their agreements and services to protect both their businesses and clients. 00:00 Introduction 00:23 Connecting EBITDA and MSP Legal Agreements 01:11 The Importance of Contracts for MSPs 02:47 Proactive Use of Contracts 04:33 In Scope vs. Out of Scope 09:05 Onboarding and Initial Assessments 11:26 Managing Client Expectations 20:32 Adapting Contracts for Different Services 22:49 Global Differences in MSP Practices 28:12 Conclusion and Contact Information Connect with Anne Hall LinkedIn by clicking here –https://www.linkedin.com/in/annehall-itagree Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/danielwelling/ Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team We look forward to catching up with you on the next one. Stay tuned!

In this episode, industry expert Rob joins the hosts to discuss the significance of high-quality, effective case studies for Managed Service Providers (MSPs). The conversation delves into the current state of case study usage among top UK MSPs, revealing that while many are embracing both written and video formats, there is still a lot of room for improvement. Rob outlines the primary benefits of case studies, emphasising their role in building trust and credibility. He also differentiates between case studies and testimonials, highlighting their respective strengths and uses. The episode offers practical advice on selecting clients for case studies, conducting insightful interviews, and producing engaging content. Rob also shares his thoughts on integrating customer feedback and tackling sensitive topics delicately. Additionally, the hosts and Rob touch on the balance between polished and authentic content and the future impact of AI on copywriting.   00:00 Introduction and Welcome 00:08 The Importance of Case Studies for MSPs 00:39 Current State of Case Studies in the MSP Space 01:16 Benefits of Using Case Studies 03:35 Testimonials vs. Case Studies 04:53 Creating Effective Case Studies 07:29 Combining Video and Written Case Studies 13:32 Challenges and Sensitivities in Case Studies 22:35 Steps to Create a Case Study 30:10 Ideal Length and Structure of Case Studies 33:01 Conclusion and Contact Information 34:09 The Role of AI in Copywriting   Connect with Rob Beadle on LinkedIn by clicking here –https://www.linkedin.com/in/robbeadleuk/ 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 – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team We look forward to catching up with you on the next one. Stay tuned!

In this informative session, Adam and Dan delve into the intricate world of mergers and acquisitions (M&A) specifically tailored for Managed Service Providers (MSPs). Recorded live at the MSP Show 2025, returning for a second year to the London exhibition, the duo builds upon last year's discussion on valuations and management accounts to explore negotiation tactics and heads of terms. They aim to share insights on due diligence and deal completion in future sessions. The script includes a unique role-play segment illustrating a negotiation between a buyer and a seller, offering viewers a realistic glimpse into the M&A process. Throughout the session, the importance of preparation, trust, financial clarity, and strategic alignment is emphasised. The session concludes with an interactive Q&A segment addressing key issues like market trends and seller expectations.   00:00 Introduction and Welcome 01:16 Background and Experience of the Speakers 02:15 Role Play Setup: Buyer and Seller 04:04 Seller's Business Overview 09:41 Buyer's Business Overview and Preparation 13:46 Heads of Terms and Valuation Discussion 16:59 Negotiation Begins 22:31 Client Retention Concerns 23:09 Earnout Structure and Final Offer 23:48 Negotiation Pause and Reflection 25:13 Resuming Negotiations 25:42 Unexpected Financial Hurdles 27:12 Deal Reconsideration 28:27 Key Takeaways and Q&A 32:02 Market Trends and Buyer Dynamics 38:59 Final Remarks and Audience Interaction   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 – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team We look forward to catching up with you on the next one. Stay tuned!

In this episode, Colin returns to discuss the intricate challenges MSPs face regarding billing reconciliation. He explains how MSPs struggle with managing a wide spectrum of resold products and the dynamic nature of SMB customers. Colin introduces a new 'done-for-you' reconciliation service designed to simplify this task, reflecting on its development origins and the benefits it offers. The conversation delves into how accurate billing and reconciliation can prevent overbilling and underbilling, ultimately protecting trust and financial stability for MSPs. Additionally, Colin highlights the universal issue of billing inaccuracies from vendors and the industry's general reluctance towards the commercial management of an MSP. The episode concludes with Colin offering insights into how his new service aims to alleviate these issues, providing time-saving solutions and improving overall business efficiency for MSPs.   00:00 Welcome Back, Colin! 00:14 The Pain of Reconciliation for MSPs 01:40 The Cost of Inaccurate Billing 04:51 Strategies to Manage Costs and Maintain Margins 07:54 The Value of Accurate Billing 15:59 Introducing the Done-for-You Reconciliation Service 18:17 The Journey to Managed Billing Services 23:07 The Impact on Small MSPs and Their Families 27:42 Aligning Billing and Supplier Invoices 32:02 Final Thoughts and How to Reach Out   Connect with Colin Knox on LinkedIn by clicking here –https://www.linkedin.com/in/realityknox/ 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 – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team 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 Morris and Daniel Welling discuss the future of payments with open banking expert Kevin Ludford. The conversation delves deep into the advancements and benefits of variable recurring payments (VRP) for managed service providers (MSPs). Kevin explains the transformation occurring in payment collections, particularly the shift from traditional direct debits to VRP, which offers faster, more secure transactions and improved cash flow for businesses. They also discuss the implications of these changes, the reduced friction for both businesses and consumers, and the key advantages such as instant payments and reduced fraud. The discussion extends to industry-specific applications and the potential broader impact of open banking globally.   00:00 Introduction to the Future of Payments 02:24 Understanding Open Banking 04:35 Variable Recurring Payments (VRP) Explained 07:29 Global Adoption and Future Prospects 20:24 Mentoring Services for MSPs 22:24 Practical Applications and Benefits of Open Banking 34:13 Conclusion and Final Thoughts   Connect with Kevin Ludford on LinkedIn by clicking here – https://www.linkedin.com/in/kevinludford 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 – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team We look forward to catching up with you on the next one. Stay tuned!

In this podcast episode, host Daniel Welling catches up with former colleague Graham to discuss their shared history and Graham's career journey, from his early days at Solsis to his significant role at NewCMI and beyond. The conversation explores the evolution of Managed Service Providers (MSPs), touching upon Graham's transition from a techie at HP to a business owner, and eventually into a sales and marketing role. Key topics covered include the distinctions between selling to large versus small businesses, the importance of having a dedicated sales function, and strategies for nurturing customer relationships. Graham also shares insights into their successful sales methodologies and the significance of specialised roles within a sales team to drive growth. Listeners gain valuable perspectives on the intricate balance between technical expertise and sales acumen necessary for scaling an MSP business.    00:00 Welcome and Introduction  01:05 Early Career and First Customer  02:26 Evolution of the MSP Business  04:28 Challenges and Strategies in Sales  10:40 Transition to Sales and Marketing  14:50 Selling to Larger vs. Smaller Customers  17:55 Pivot to SMB Market  19:29 NewCMI Sales Journey  19:45 Transition to Sales and Marketing  21:03 Focusing on Existing Customers  22:24 Acquisition and Team Expansion  22:42 Investing in Marketing  24:15 Sales Team Structure and Roles  29:58 Outbound Calling and SDR Role  35:40 Final Thoughts and Shameless Plug      Connect with Graham Stead on LinkedIn by clicking here – https://www.linkedin.com/in/grahamstead  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 – https://www.linkedin.com/in/adamcmorris/  Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/      MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team    We look forward to catching up with you on the next one. Stay tuned! 

In this episode, hosts Adam Morris and Daniel Welling welcome guest Phil McGowan to discuss the innovative security solutions offered by Huntress, particularly focusing on their endpoint detection and response (EDR) and 24/7 security operations centre (SOC) services. They dive into how these tools help Managed Service Providers (MSPs) enhance their security offerings for small and medium-sized businesses. The conversation covers the key benefits of Huntress's products, including ease of integration, affordability compared to enterprise solutions, and trial opportunities. The hosts also explore the practical ways MSPs can explain and sell these security solutions to their clients, ensuring clarity and value. The episode highlights the importance of making enterprise-grade security accessible and manageable for businesses of all sizes.    00:00 Introduction and Welcome  01:03 Understanding MSP Security Challenges  02:32 Explaining EDR to Clients  04:32 Huntress' Unique Approach to Cybersecurity  08:05 The Value of 24/7 SOC  12:19 Commercial Considerations for MSPs  19:05 Affordability and Democratization of Security Tools  27:01 Conclusion and Contact Information    Connect with Phil McGowan on LinkedIn by clicking here –https://www.linkedin.com/in/mcgowanphil/  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 – https://www.linkedin.com/in/adamcmorris/    Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/      MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team    We look forward to catching up with you on the next one. Stay tuned! 

In this episode, host Adam welcomes Dani and Alex from PCW Solutions to discuss their business journey, emphasising how they've integrated artificial intelligence (AI) into their company's operations. Alex details the inception and growth of PCW Solutions over the past 21 years, starting from helping domestic customers to managing over 150 business clients today. The conversation dives into their innovative approach to improving workflow efficiency using AI. They explain how they utilised AI to manage and log customer support tickets, reducing the workload on their staff and improving service response times. They also highlight practical challenges and human factors involved in implementing AI solutions, including the need for clear communication and gradual customer adaptation to new technologies. The discussion covers the future potential of AI in Managed Service Providers (MSPs) for automating routine tasks and enhancing customer service. Alex and Dani also share insights into the practical aspects of AI integration and future plans, such as automating outbound calls for ticket resolution00:00 Welcome and Introductions  00:21 Background and Business Overview  01:53 Office Location and Expansion  03:27 Exploring AI Solutions  04:08 Implementing AI for Customer Support  08:45 Challenges and Adjustments with AI  11:33 Technical Setup and Future Plans  13:32 The Role of AI in Client Communication  14:11 Client Reactions to AI Implementation  14:35 Solving Client Issues with AI  15:08 AI Accuracy and Staff Testing  15:26 Examples of AI Handling Calls  17:42 AI in Sales and Client Management  19:17 Future AI Implementations  20:53 AI's Role in MSP Operations  21:38 Challenges and Costs of AI  25:55 Expanding AI Solutions for Clients  26:42 Automating Billing and Future Developments  27:15 Conclusion and Final Thoughts    Connect with Alex Hill on LinkedIn by clicking here –https://www.linkedin.com/in/alex-hill-64284414/  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 – https://www.linkedin.com/in/adamcmorris/    Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/      MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team    We look forward to catching up with you on the next one. Stay tuned! 

My mate Adam Morris from ReDriven - https://www.youtube.com/@ReDriven - is a self-confessed kei truck fan-boy. He gushes. (It's that dignified...) So, he recently got jammed into the 400kW RAM 1500 Limited for some reorientation therapy. I'm not sure it was entirely consensual, but hey...ReDriven's excellent kei truck review: https://www.youtube.com/watch?v=gFOUOFIda5QAnd the earlier S-Class takedown/reality check: https://www.youtube.com/watch?v=MrU9fD7-m7Q Adam's co-conspirator, Jim, over at ReDriven is a fully qualified professional mechanic with years of experience - so you typically get two perspectives in every video.Make sure you check out ReDriven and give the boys a sub. I love their work.

In this episode of 'It's A Numbers Game,' hosts Adam Morris and Daniel Welling are joined by guests Angie Hasenbank from Hasenbank Accounting Services (US) and Lauren McMaster from Rosy Small Business Services (Australia) for a globe-spanning discussion on mastering MSP finances. Key topics include the importance of standardised charts of accounts, proper labour allocation to see true gross margins, and the creation of disciplined workflows from quotes to invoices. Practical tips on working effectively with finance partners across time zones are also explored, aiming to help MSP owners build trust and avoid surprises. Learn the financial foundations every MSP needs to streamline operations and improve financial health.    00:00 Introduction and Guest Welcome  00:45 Global Collaboration in MSP Finance  01:36 ConnectWise Community and Common Challenges  04:53 Importance of Standardised Chart of Accounts  05:50 Payroll Allocation and Time Sheets  11:48 Product Discipline and Purchase Orders  16:23 Preparing for Financial Control  19:30 Final Thoughts and Encouragement  25:09 Episode Recap and Conclusion      Connect with Angie Hasenbank on LinkedIn by clicking here – https://www.linkedin.com/in/angie-hasenbank-b6112441/  Connect with Lauren McMaster on LinkedIn by clicking here – https://www.linkedin.com/in/lauren-mcmaster-99564938/     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 – https://www.linkedin.com/in/adamcmorris/    Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/      MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team    We look forward to catching up with you on the next one. Stay tuned!       

In this episode, hosts Adam Morris and Daniel Welling welcome Alex, a seasoned advisor and former lender, to delve into the complexities of raising funds for growing a Managed Service Provider (MSP) business. They explore the intricacies of mergers and acquisitions (M&A), shedding light on different financing options such as factoring, invoice discounting, and revenue-based financing. Alex shares his extensive experience, providing practical advice on how to assess borrowing capacity, valuation mechanisms, and the importance of strategic planning when considering acquisitions. The discussion also touches on the concept of 'deal heat', the significance of personal guarantees, and the necessity of seeking expert advice to navigate the challenging landscape of business financing and M&A.    00:00 Introduction and Guest Welcome  00:44 Guest Background and Expertise  02:04 Understanding Factoring and Invoice Financing  03:39 Factoring in the MSP Context  07:35 Mergers and Acquisitions Overview  09:39 Assessing Borrowing Capacity  15:40 Creating a Deal Box  18:32 Funding Strategies and Considerations  29:27 Conclusion and Shameless Plug    Connect with Alex Fenton on LinkedIn by clicking here –https://www.linkedin.com/in/ajmfenton/    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 – https://www.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!   

The Evolving Role of Telemarketing in MSP Lead Generation  In this podcast episode, hosts Adam Morris with Daniel Welling and guest Luke Doyle discuss the current relevance and strategies of telemarketing in the MSP (Managed Service Provider) industry. The guest shares insights into the evolution of telemarketing, balancing traditional and modern marketing techniques, and provides an overview of their company's approach to lead generation, including data quality, targeting, and effective prospecting. They emphasise the importance of well-crafted scripts, continuous client onboarding, and follow-up strategies to enhance results. The discussion also covers the necessary qualities for successful telemarketers, managing client expectations, and the importance of reliable data to reach decision-makers. The episode concludes with reflections on optimising calls and integrating telemarketing into broader marketing strategies.  00:00 Introduction and Guest Welcome  00:05 Debating the Relevance of Telemarketing  00:44 Lead Generation Strategies  01:38 Targeting and Quality Conversations  02:10 Challenges and Misconceptions in Telemarketing  02:42 Creating Ideal Customer Profiles  03:37 Effective Prospecting Techniques  04:26 Strategies for Competitive Markets  06:18 Warming Up Cold Lists  08:04 Webinars and Thought Leadership  10:11 The Importance of Strategy  10:49 Personal Experiences and Insights  13:14 Setting Realistic Expectations  15:24 Qualifying and Confirming Meetings  22:06 Tips for Effective Telemarketing  24:01 The Role of Data and Scripts  32:37 Concluding Thoughts and Future Topics          Connect with Luke Doyle on LinkedIn by clicking here –https://www.linkedin.com/in/luke-doyle-bravura-digital/    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 – https://www.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 the Keep It Simple Podcast, host Joey Badinger is joined by advisors Adam Morris, Tommy Williams, and Janet Griffith as they dive into discussions aimed at simplifying investment strategies for listeners. The episode kicks off with light-hearted banter about the summer heat and everyone's plans for the weekend, including Adam's hunting trip and Janet's upcoming family getaway to Big Cedar Lodge with her grandson. The group emphasizes the importance of spending quality time with loved ones and the joy of engaging in activities like fishing. Tune in for insights on how to destressify your investment approach while enjoying life's adventures!   [00:02:01] Recent bear markets overview. [00:04:24] Psychological impact of bear markets. [00:07:50] Bear markets and investment strategy. [00:10:24] Market recovery times after downturns. [00:16:15] Herd mentality in investing. [00:17:23] Market strategies for investing. [00:20:33] Market recovery after Black Monday. [00:25:34] Missing the best market days. [00:30:41] Working with financial advisors. [00:32:30] Importance of working with advisors.

Adam Morris is an MCA out of the Bloomington office in Illinois, and has helped his team bring over multiple Indy brokerages. Tune in as he walks through step by step how he helped recruit, transition, and retain an Indy office.

In this episode, Isobelle joins the podcast to discuss her experiences and insights from working in the UK market, particularly focusing on mergers and acquisitions (M&A) of Managed Service Providers (MSPs). Isobelle talks about Evergreen's growth, including partnering with seven MSP businesses across the UK, and their approach to acquiring and supporting new businesses. Isobelle also touches on the importance of valuation, the quality of revenue streams, and the operational maturity of businesses. The conversation further explores the differentiation of Evergreen as a permanent partner, their decentralised model, and the extensive support they offer to their partner businesses.    00:00 Introduction and Greetings  00:40 Company Updates and Achievements  04:53 Team Expansion and Operations  06:33 UK Summit and Business Insights  08:17 Financial Metrics and Valuations  18:47 Revenue Quality and Business Growth  26:11 Differentiation in the Competitive Landscape  33:33 Conclusion and Contact Information    Connect with Isobelle Coventry on LinkedIn by clicking here –https://www.linkedin.com/in/isobelle-coventry    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 – https://www.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 shares his riveting journey from starting as an engineer at Ford Motor Company to founding and growing his own business, Sunrise, over the past 22 years. He discusses his decision to leave Ford, the crucial moments and opportunities that shaped his entrepreneurial path, and the challenges and triumphs along the way. Simon delves into the importance of structured business models, the impact of joining the TruMethods program, and how it provided direction, structure, and understanding of key business metrics. He also speaks about client management, the necessity of proactive service, and the challenges of acquiring new clients. Lastly, Simon shares insights from his first acquisition and emphasises the value of peer groups and communities in achieving business success. This episode serves as an inspiring and informative guide for entrepreneurs navigating the complexities of business growth and transformation.    00:00 Introduction and Welcome  00:23 Simon's Background and Career at Ford  00:56 Starting Sunrise and Early Challenges  02:59 The TruMethods Model  04:36 Implementing Changes and Overcoming Challenges  07:46 Proactive Service and Reducing Noise  10:41 Client Relationships and Strategic Pricing  26:12 Acquisition and Future Plans  30:11 Final Thoughts and Advice      Connect with Simon Gurner on LinkedIn by clicking here –https://www.linkedin.com/in/simon-gurner-8706435/    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 – https://www.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! 

Have you ever felt your goals slipping away or wondered if your financial plan still matches your life? In this insightful episode, Joey Boding, alongside Adam Morris and Tommy Williams, discusses the concept of personal reconstitution—a valuable method inspired by passive investment strategies that helps you recalibrate your personal and financial goals. Learn why regular check-ins can significantly boost your chances of success, keep you aligned with your priorities, and help you celebrate meaningful progress. For detailed show notes, navigate using the timestamps below: [0:00] Introduction [1:00] Understanding financial reconstitution and its purpose [3:00] Potential downsides of passive fund reconstitution [6:30] Tax implications and volatility during reconstitution [10:00] Benefits and simplicity of periodic financial reconstitution [12:30] Why investors should regularly review fund holdings [15:00] Transition to personal reconstitution [16:30] Mid-year goal check-in and personal reflections [19:00] How frequent personal evaluations can keep you aligned [21:30] Questions to help you stay on track and aligned with values [24:00] Budgeting: the foundation of effective personal reconstitution [27:00] Identifying and eliminating financial leaks [30:00] Adjusting strategies and goals when life changes [32:00] Setting SMART goals and realistic expectations [35:00] Final tips for personal and financial success   For more information on Asset Builder, visit our website: https://assetbuilder.com

Welcome back to the Keep It Simple Podcast! In this episode, your host, Joey Bottinger, alongside Adam Morris and Janet Griffith, takes on the most popular investment questions searched on Google in 2024. From the complexities of cryptocurrency to the foundational steps of starting your investment journey, we break down essential financial concepts in an easy-to-understand way.   We discuss: Cryptocurrency Investing: Understanding the risks, practical platforms like Coinbase, and the emergence of Bitcoin ETFs.   Getting Started with Investing: The importance of employer-sponsored retirement plans (401k), setting up brokerage accounts with traditional banks or online platforms like Robinhood, and the power of education.   Initial Investment Amounts & Strategies: Prioritizing an emergency fund, consistent investing habits, and the benefits of diversified index funds over individual stocks.   Passive Investing Explained: A deep dive into long-term investment strategies that aim to capture market growth rather than attempting to time the market.   Calculating Return on Investment (ROI): A clear explanation of how ROI is determined, including the significance of total return versus price return.   Choosing a Financial Advisor: Key factors like fiduciary duty, transparency in fees, and the critical role of trust and personal connection in a long-term financial relationship.   Saving vs. Investing: Clarifying when to save (emergency fund, short-term goals) and when to invest (long-term growth).   Retirement Savings Goals: Discussing how to forecast your future spending needs and the limitations of general rules like the 4% rule. Tune in for practical advice that will help you "Keep It Simple" and navigate your financial future with confidence. Keywords: investing, cryptocurrency, financial advisor, retirement planning, passive investing, ROI, budget, emergency fund, 401k, ETFs, Bitcoin, wealth management, personal finance, investment tips, asset builder, Keep It Simple podcast. Connect with Us: Email your questions: podcast@assetbuilder.com Visit our website: assetbuilder.com Watch us on YouTube: Asset Builder YouTube Channel

What do Warren Buffett, John Templeton, and Dave Ramsey have in common? They're all quoted in this spontaneous Q&A session with the AssetBuilder advisor team. In this episode, host Adam Morris surprises Joey Bottinger, Janet Griffith, and Tommy Williams with unscripted prompts on famous financial advice. Tune in to hear the team reflect on timeless wisdom, modern market challenges, budgeting fears, and how lifestyle inflation can derail your plan. They also explain why even savvy investors may still benefit from a trusted advisor. Links: Learn more about AssetBuilder: https://assetbuilder.com Email us your questions: podcast@assetbuilder.com Timestamps: 00:00 – Intro & disclaimer 01:10 – Warren Buffett: Should you be “greedy when others are fearful”? 06:40 – “This time it's different”: Is it ever true? 12:30 – Dave Ramsey's take on budgeting 15:45 – Why clients resist budgeting and how we help 20:15 – Social pressure, lifestyle inflation, and Coachella tickets 26:00 – How to find meaning beyond money 28:00 – “Fire your advisor?” Why a fiduciary still matters 32:30 – Wrap-up: Consistency and psychological support

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

“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 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 

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

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

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.