Podcasts about CMO

Ever wondered how real Rainmakers amass their wealth? Tune in for a very insightful discussion with the infamous Tony Robbins, the world's most famous business coach and the founder of the Family Office Club and owner of Billionaires.com, Richard C. Wilson. Our enlightening dialogue unfolds invaluable secrets on amassing your first $100 million by taking cues from those playing the game at a much higher level. Hear Tony and his inspiring conversation with Richard discussing the pivotal role of proximity in amassing success. Step into the world of high stakes investing with Tony Robbins, as he shares his profound encounter with Canada's richest person and the priceless wisdom gleaned. Listen as we delve into the art of enhancing deal flow by positioning yourself with star players. Catch Tony's views on the costliest blunder business owners make, and his unique perspective on investing with conviction and speed. Lastly, get privy to Ray Dalio's advice on diversifying investments to minimize risk and boost returns. Let's take a step away from high-risk startups and understand why investing in your niche is the key to wealth creation.This is a must download episode of the Accredited Investor Podcast!This is part #9 of 19 in the $100 million rainmaker mini series. To learn more about Jonathan's recession resilient mobile home park real estate Fund, as our next Fund raise is $50 million only for accredited investors: https://www.midwestparkcapital.com/To learn more about Jonathan's highest level business growth consulting and fractional CMO services. And upcoming group zoom entrepreneur masterminds:https://www.revenueascend.com/consulting/The Family Office Club was founded in 2007 and has now become the largest association in the industry with over 4,000 registered ultra-wealthy investors (Richard C Wilson is part owner of the Accredited Investor Podcast): https://familyoffices.com/Sign up to get on the list for the World's Most Exclusive Social Networking App: https://www.prestigesocialapp.com/New Kava beverage, it's buzzy not boozy (sign up to potentially win a year supply for free):https://www.drinkwowipop.com/To those looking to potential exit or sell their business or talk about potential business roll up partnerships:https://www.businesscashout.com/Join one of the fastest growing real estate groups on Facebook, which is our 22,000 Multifamily Investor Facebook Group: https://www.facebook.com/groups/451061265284414To learn more about mobile home investing, acquiring your first mobile home park and learn how to raise capital the easy and efficient way:  https://www.mobilehomewealthacademy.com  https://linktr.ee/jonathantuttleAccredited Investor Podcast- sign up to the email list and get notified of new episodes, bonus content, and potential deal opportunities: https://www.accreditedinvestorpodcast.com/#capitalraising #privateequity #entreprenuer #venturecapital #sovereignwealthfund #capital #businessgrowth #startup #realestate #100million #entreprenuership #accreditedinvestors #billioniares #TonyRobbins #RichardCWilson #business #tech #Founder #venturecapital #hedgefund #privateequity #UHNW #JonathanTuttle

If there is one aspect of higher education marketing that is often overlooked, it's employer branding. Universities neglect this element at their peril. In one of Jaime's favorite interviews ever, she and Eddie Francis, the founder of Edify Ventures and host of the I Wanna Work There podcast, tackle that topic head-on and enumerate the pivotal elements that make up a successful employer branding strategy, tailor-made for universities. In a world where Millennials and Gen Z increasingly opt for purpose-driven work, Jaime and Eddie discuss the symbiotic relationship between higher education and social responsibility. Takeaways include:Insight into why employer branding is something every higher ed marketer should care aboutIdeas for how universities can effectively showcase their commitment to making a difference and resonate with employeesGame-changing strategies and tactics for employer brandingInsights into trends on the horizon This episode is brought to you by our friends at Mindpower:​​Confessions of a Higher Ed CMO is sponsored by our friends at Mindpower- a full-service marketing and branding firm celebrating nearly thirty years of needle-moving, thought-provoking, research-fueled creative and strategy. Mindpower is women-founded and owned, WBENC certified, nationally recognized, and serves the social sector – higher education, healthcare, non-profits, and more. The Mindpower team is made up of strategists, storytellers, and experience creators. From market research to brand campaigns to recruitment to fundraising, the agency exists to empower clients, amplify brands, and help institutions find a strategic way forward. Learn more about Mindpower here!  About the Enrollify podcast Network:Confessions of a Higher Ed CMO is a part of the Enrollify Podcast Network.  If you like this podcast, chances are you'll like other Enrollify shows too!  Our podcast network is growing by the month and we've got a plethora of marketing, admissions, and higher ed technology shows that are jam packed with stories, ideas, and frameworks all designed to empower you to be a better higher ed professional. Our shows feature a selection of the industry's best as your hosts. Learn from Mickey Baines, Zach Busekrus, Jeremy Tiers, Eddie Francis, Jaime Gleason and many more. Learn more about The Enrollify Podcast Network at podcasts.enrollify.org. Our shows help higher ed marketers and admissions professionals find their next big idea — come and find yours! 

Wharton's Barbara Kahn & Dr. Americus Reed speak with Elizabell Rivera Marquez, CMO of Dreyer's Grand Ice Cream, about their marketing strategy for their brands including Haagen-Dazs, Drumstick and more. Hosted on Acast. See acast.com/privacy for more information.

In this episode of Confessions of a B2B Marketer, Tom Hunt interviews Shay Howe, CMO of Active Campaign. Shay shares his playbook for 6x revenue growth over the past 6 years.

Today's episode is from a conversation with Brett O'Brien, CMO of Frito-Lay North America. We delve into Brett's fascinating journey from sports marketing to leading some of the world's most iconic snack brands. Brett describes how he approaches career growth as "building your own tool belt" of experiences and transferable skills. We also explore the concept of brand building, and the importance of finding a frequency grounded in shared values. Brett shares Frito-Lay's impactful investments in social causes, like the advancement of women's sports, and how to stay relevant in today's rapidly evolving marketplace. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Únete a la comunidad #EnDefensaPropia — tenemos contenido exclusivo: talleres, mentorías, Q&A con expertas y mucha gente bella  www.erikadelavega.com  ✅ Recibe atención personalizada de parte de “Opción Yo” desde este enlace: https://rebrand.ly/EDLV-Pod De periodista y productora a... creadora de la primera marca de pastelería vegana en el sur de la Florida, emprendedora y mamá de 5 HIJOS, y ustedes seguro se hacen la misma pregunta que yo: ¿CÓMO? En el episodio de hoy, Mariana Cortez, creadora de Bunnie Cakes lo cuenta todo. Desde el año 2009, con el nacimiento de su primer hijo, Mariana se vio en la necesidad de crear una torta sin lácteos ni huevos, y aunque ahora es muy común ver ese tipo de postres, en ese entonces era nula la existencia, así comenzó el proyecto de Mariana, llevando cupcakes veganos a sus compañeros de trabajo, quienes resultaron ser su mejor focus group para darle vida a "Bunnie Cakes". La empresa, sueños y familia de Mariana ha ido creciendo, con sus aciertos y muchos desaciertos, pero con la certeza y seguridad de que creyendo en tus ideas, pensamientos e intuición puedes llegar a donde te lo propongas, trabajando duro y defendiendo tu proyecto ante incluso, las personas más cercanas que pueden obstaculizarlo. La flexibilidad y perseverancia han sido los ingredientes principales de Mariana para hornear su éxito, siempre #EnDefensaPropia SUSCRÍBETE: https://www.youtube.com/erikadelavegaoficial WEB: http://erikadelavega.com/ Instagram: https://www.instagram.com/erikadlvoficial/ Twitter: https://twitter.com/ErikaDLV Facebook: https://www.facebook.com/erikadelavega/ Edición: Vanessa Ferrebus y Jesús Acosta Learn more about your ad choices. Visit megaphone.fm/adchoices

GroundTruth CMO Brandon Rhoten joins QSR editorial director Danny Klein for a wide-ranging chat on how the job of today's restaurant marketer has changed. What data matters? Can you turn engagement into visits? And where does it all go from here? Rhoten is a digital marketing veteran who's led campaigns for some of the industry's most recognizable brands including CMO positions at Papa Johns and Potbelly. As VP of Marketing, he was also instrumental in developing Wendy's award-winning snarky social media strategy. 

For some lucky souls, the universe lays out a space for them, a place where they can fit into society. There are, however, others who do not conform to the traditional spaces and roles. They are square pegs in a round hole world. How can these individuals defy the conventional narrative and resist the constraints of societal norms? In this episode of the Knucklehead podcast, Stephen talks with Christopher Lochhead. A dyslexic paperboy from Montreal who got thrown out of school at 18, Christopher talks about how he created his own place in this world. With few other options, he became an entrepreneur, then three-time Silicon Valley public company CMO (Mercury Interactive, Scient, Vantive), and an investor/advisor to over 50 venture-backed startups.Also best known as a "godfather" of Category Design, Christopher shares how he developed his content distribution strategy, why today is the greatest time in the history of human beings to be a creator and an entrepreneur, and how success is about failing in the right direction.Christopher is a 14-time #1 bestselling Amazon author, #1 charting Apple business podcaster, top 5 business newsletter creator, and former 3X public tech company CMO. He co-authored the first two books on the management discipline Category Design, Play Bigger, and Niche Down. He also co-creates mini-books on Category Design, Category Pirates, and the Category Pirates Series of Amazon books. Recently, he co-authored #1 bestsellers "The 22 Laws of Category Design" and "Snow Leopard: How Legendary Writers Create A Category Of One". Enjoy! In This Episode01:30 - Christopher's strategy for delivering content.05:10 - How Christopher developed his content distribution strategy.11:17 - Knowledge workers versus creator capitalists.15:22 - Christopher's newest category.20:02 - One of the biggest fallacies in marketing.22:14 - How Christopher's screw-ups led him to where he is today.28:55 - What The 22 Laws of Category Design is all about.33:22 - Christopher's final piece of advice.  Favorite Quotes00:00 - "I'm in giant intergalactic failure in every dimension. I don't even have a GED. I got thrown out of school at 18. I found out at 21 that I have five different learning differences — dyslexia, dyscalculia, ADHD, and a couple of others. And so at 18 years old, with very few choices because nobody would hire me to do anything, I started a company." - Christopher Lochhead06:07 - "We're living in a new native digital world. Nobody really knows how to pioneer this world. And so we think that what's there to do is to go and play." - Christopher Lochhead12:23 - "As the availability of all of humanity's knowledge becomes accessible and closer and closer to free over time, people who get paid to apply existing knowledge are gonna become less and less." - Christopher Lochhead23:06 - "There are people for whom there is a place in this world. And there are some of us for whom there is no place, and we do not fit. And so rather than find a place, I have to make my place." - Christopher Lochhead24:07 - "For me, entrepreneurship was not a way up in the world as much as it was a way out of a life of struggle and poverty." - Christopher Lochhead26:09 - "If you experiment and create and push and pull and fail, lose a ton of money and get laughed at and be incredibly shamed and embarrassed by things and et cetera, that's innovation. Success is about failing in the right direction." - Christopher Lochhead31:38 - "If you view yourself as a person/company that is trying to catalyze a movement and bring people together and drive a conversation, magic happens." - Christopher Lochhead33:25 - "This is the greatest time of technological innovation in the history of human beings. And it is the greatest time in the history of human beings to be a creator and an entrepreneur." - Christopher Lochhead33:53 - "The future needs the entrepreneurs, the creators, the innovators, the pirates, and dreamers to do exponential things to create different futures. And there's never been a greater time to create different futures and category design your own new markets than right now." - Christopher LochheadConnect with Christopher LochheadWebsiteConnect with Knucklehead Media GroupWebsiteFacebookTwitterKnucklehead Media Group is your "push button" for podcasts. We help companies and organizations tell their story using podcasts and best practices for content distribution. Home to some of the top podcasts across multiple categories, captivating coursework on gaining traction with your show, and consulting to those companies BOLD enough to get some wins. We believe your mistakes set the foundation for your success, those stories help customers beat a pathway to your doorstep, and the myths from bringing business online shouldn't hold you back from getting yours. Click here for more episodes of the Knucklehead Podcast

In this episode of The Next CMO podcast, I speak to Amanda Reierson, CMO of Avant. Avant (then known as AvantCredit®) was founded in 2012 with the goal of improving the borrowing experience for middle-income consumers. A byproduct of the Y Combinator startup accelerator program, Avant quickly built a reputation as an online lending platform, a reputation that continues to this day.Learn more about Amanda ReiersonLearn more about AvantFollow Peter Mahoney on Twitter and LinkedInLearn more about Peter's company, AcceleratusLearn more about Planful for MarketingJoin The Next CMO CommunityRecommend a guest for The Next CMO podcastProduced by PodForte

Únete a la comunidad #EnDefensaPropia — tenemos contenido exclusivo: talleres, mentorías, Q&A con expertas y mucha gente bella  www.erikadelavega.com  ✅ Recibe atención personalizada de parte de “Opción Yo” desde este enlace: https://rebrand.ly/EDLV-Pod De periodista y productora a... creadora de la primera marca de pastelería vegana en el sur de la Florida, emprendedora y mamá de 5 HIJOS, y ustedes seguro se hacen la misma pregunta que yo: ¿CÓMO? En el episodio de hoy, Mariana Cortez, creadora de Bunnie Cakes lo cuenta todo. Desde el año 2009, con el nacimiento de su primer hijo, Mariana se vio en la necesidad de crear una torta sin lácteos ni huevos, y aunque ahora es muy común ver ese tipo de postres, en ese entonces era nula la existencia, así comenzó el proyecto de Mariana, llevando cupcakes veganos a sus compañeros de trabajo, quienes resultaron ser su mejor focus group para darle vida a "Bunnie Cakes". La empresa, sueños y familia de Mariana ha ido creciendo, con sus aciertos y muchos desaciertos, pero con la certeza y seguridad de que creyendo en tus ideas, pensamientos e intuición puedes llegar a donde te lo propongas, trabajando duro y defendiendo tu proyecto ante incluso, las personas más cercanas que pueden obstaculizarlo. La flexibilidad y perseverancia han sido los ingredientes principales de Mariana para hornear su éxito, siempre #EnDefensaPropia SUSCRÍBETE: https://www.youtube.com/erikadelavegaoficial WEB: http://erikadelavega.com/ Instagram: https://www.instagram.com/erikadlvoficial/ Twitter: https://twitter.com/ErikaDLV Facebook: https://www.facebook.com/erikadelavega/ Edición: Vanessa Ferrebus y Jesús Acosta Learn more about your ad choices. Visit megaphone.fm/adchoices

Wharton's Barbara Kahn & Dr. Americus Reed speak with Thomas Ranese, CMO of Chobani about their brand, brand value, their marketing strategy and more. Hosted on Acast. See acast.com/privacy for more information.

This week our host Brandi Starr is joined by Ellza Malok, CEO of Blue Monarch Group.   Ellza is an award-winning CMO, who drives businesses into the future. With a data-driven and strategic mindset, she has led global marketing teams, spearheaded brand transformations, and achieved remarkable results. Her expertise lies in developing innovative strategies, leveraging data science, and captivating audiences through compelling storytelling.   In addition to her role as CEO, Ellza is also the founder of Blue Monarch Group; a psychology-based marketing firm that helps brands change hearts and minds through their proprietary approach, the Butterfly Effect. These strategies enable them to create programs that resonate on a deep emotional level with target audiences.   On the couch in this weeks' episode of Revenue Rehab, Brandi and Ellza tackle Emotions in Motion: Marketing Strategies that Reach the Heart.   Links: Get in touch with Ellza Malok on: LinkedIn Blue Monarch Group Subscribe, listen, and rate/review Revenue Rehab Podcast on Apple Podcasts, Spotify, Google Podcasts , Amazon Music, or iHeart Radio and find more episodes on our website RevenueRehab.live

Are you ready to supercharge your investment strategy? Join us for a captivating conversation with Richard C. Wilson, the Founder of the Family Office Club. We tackle the complex world of investment structures, exploring straight equity investments, convertible notes, and the custom structures often adopted by family offices. Together, we decipher the subtleties of these structures, sharing how you can leverage them to secure more deals and boost potential returns. You won't want to miss our deep dive into 'fake skin in the game', the importance of a well-planned investment structure, and the role performance fee-only structures play in building investor confidence.That's not all! Listen in as we delve into the nitty-gritty of raising capital, exploring the Code GP structure, the Preferred Income Model, and dissecting the implications of setting a minimum investment. Richard offers insights on the importance of collateral in investment structures and how tweaking an investment structure can serve specific investor needs. From discussing upfront fees to the different share classes, we leave no stone unturned. So, grab your seat and join us on this enlightening journey as we illuminate the pathway to successful investment strategies with Richard C. Wilson.This is part #8 of 19 in the $100 million rainmaker mini series. To learn more about Jonathan's recession resilient mobile home park real estate Fund, as our next Fund raise is $50 million only for accredited investors: https://www.midwestparkcapital.com/To learn more about Jonathan's highest level business growth consulting and fractional CMO services. And upcoming group zoom entrepreneur masterminds:https://www.revenueascend.com/consulting/The Family Office Club was founded in 2007 and has now become the largest association in the industry with over 4,000 registered ultra-wealthy investors (Richard C Wilson is part owner of the Accredited Investor Podcast): https://familyoffices.com/Sign up to get on the list for the World's Most Exclusive Social Networking App: https://www.prestigesocialapp.com/New Kava beverage, it's buzzy not boozy (sign up to potentially win a year supply for free):https://www.drinkwowipop.com/To those looking to potential exit or sell their business or talk about potential business roll up partnerships:https://www.businesscashout.com/Join one of the fastest growing real estate groups on Facebook, which is our 21,500 Multifamily Investor Facebook Group: https://www.facebook.com/groups/451061265284414To learn more about mobile home investing, acquiring your first mobile home park and learn how to raise capital the easy and efficient way:  https://www.mobilehomewealthacademy.com  https://linktr.ee/jonathantuttleAccredited Investor Podcast- sign up to the email list and get notified of new episodes, bonus content, and potential deal opportunities: https://www.accreditedinvestorpodcast.com/#capitalraising #privateequity #entreprenuer #venturecapital #sovereignwealthfund #capital #businessgrowth #startup #realestate #100million #entreprenuership #accreditedinvestors

VaynerX CMO Andrea Sullivan explains how a tweet launched the beginnings of the media agency's Super Bowl commercial with Planters and what it's like working with VaynerX Founder and Chairman Gary Vaynerchuk.

Jim's guest this week on The CMO Podcast is Molly Battin, the Senior Vice President and Chief Marketing Officer at The Home Depot, the iconic orange-branded home improvement retail company. Since the first store opened in the Atlanta suburbs in 1978, Home Depot has become one of the largest retailers in the United States, with almost 500,000 employees and more than $151 billion in revenue.Molly is no stranger to managing large brands. Her career journey so far has taken her through brand giants like Coca-Cola, Delta Air Lines, and Warner Media (where she spent 19 years) before donning the bright orange apron in 2022 as Home Depot's new CMO. We kick off this episode early in the football season, which is only appropriate: Home Depot's signature sponsorship of ESPN's College Game Day is one of the longest running brand partnerships. Recorded at the Next Gen CMO Academy at Deloitte University in Dallas, Texas, The CMO Podcast happily welcomes Home Depot's Marketing Quarterback, Molly Battin!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

I'm excited to talk with my guest today on a special episode brought to you by The Office of Experience, a design-driven, digital-first, vertically integrated and collaborative agency that believes in the power of ideas and the strength of people. As marketers, we all know that it's not enough to create a really compelling-seeming campaign, it has to perform, and continue to perform in order to be successful. Today we're going to talk about media sufficiency and why it is important for marketing campaign success. RESOURCES The Office of Experience website: https://www.officeofexperience.com The Agile Brand podcast website: https://www.gregkihlstrom.com/theagilebrandpodcast Sign up for The Agile Brand newsletter here: https://www.gregkihlstrom.com Get the latest news and updates on LinkedIn here: https://www.linkedin.com/company/the-agile-brand/ For consulting on marketing technology, customer experience, and more visit GK5A: https://www.gk5a.com The Agile Brand podcast is brought to you by TEKsystems.Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

“Be bold and try different things.” - Miriam KendallJeffrey Feldberg and Miriam Kendall discussed Miriam's new consulting company, Kairos Growth Advisors, which offers fractional and interim services for executive positions, traditional consulting projects, and coaching services. They also discussed the advantages and disadvantages that small to mid-sized companies have in terms of marketing strategies, emphasizing the importance of finding a balance between taking risks and being agile, while also having a solid budget and testing strategy in place.The potential of AI in marketing post-pandemic was explored, while also emphasizing the importance of humanizing marketing and aligning brand values with customers. Miriam advised business owners to start with a clear foundation, including mission statement, value proposition, and understanding of customers and their information sources. They also discussed the benefits and challenges of hiring a fractional CMO, and the common mistakes companies make, including operating in silos and misalignment on the foundation.The importance of customer feedback and finding a balance in survey frequency and length was also discussed, with Miriam suggesting using short surveys with questions about customer needs and problems, while Jeffrey raised concerns about survey fatigue and suggested using survey tools with decision trees to streamline the process. The meeting ended with Jeffrey offering to walk Miriam through his company's deep wealth mastery program and discussing potential future collaboration opportunities, highlighting the importance of taking risks and trying new things in order to succeed in business.Click here to subscribe to The Deep Wealth Podcast to save time and effort.SELECTED LINKS FOR THIS EPISODEMiriam Washington Kendall - Chief Marketing Officer - Kairos Growth Advisors | LinkedInCockroach Startups: What You Need To Know To Succeed And ProsperFREE Deep Wealth eBook on Why You Suck At Selling Your Business And What You Can Do About It (Today)Book Your FREE Deep Wealth Strategy CallResources To Have You Thrive And ProsperThe Deep Wealth Podcast brings you a wealth of world-class thought leaders who share invaluable resources and insights. Click the link below to access the resources, gear, and books that either our guests or the Deep Wealth team leverage to increase success:https://www.deepwealth.com/thriveContact Deep Wealth: Tweet @JeffreyFeldberg LinkedIn Instagram Subscribe to The Deep Wealth Podcast Email podcast[at]deepwealth[dot]com Help us pay it forward by leaving a review.Here's to you and your success!As always, please stay healthy and safe.

Welcome back to another episode of The Wantrepreneur to Entrepreneur Podcast! Today we have a special guest joining us: Leslie Gibbs. Leslie is a branding expert with over 30 years of experience in the field, having worked with over 50 different brands. She's the founder and CEO of Strategic Branding Matters, a strategic consulting firm that helps companies define, refine, or refresh their brand and marketing strategy. In today's episode, Leslie will be sharing her valuable insights on branding, why it's important across industries, and how companies can successfully differentiate themselves. Whether you're in the healthcare, tech, web design, or legal industry, this episode is packed with information that will help you stand out and take your business to the next level.ABOUT LESLIELeslie Gibbs is a career marketer with over 30 years of brand marketing experience and has worked with over 50 different brands across technology, healthcare, consumer products and foods and beverage. Leslie has been the CMO at three different companies, has an MBA from Kellogg School of Management and currently owns and manages Strategic Branding Matters, LLC. Strategic Branding Matters is a strategic consulting firm for companies looking to define, refine, or refresh their brand and marketing strategy.LINKS & RESOURCES- Visit the Strategic Branding Matters website- Connect with Leslie Gibbs on LinkedIn

We're excited to get to know Dr. Patrick Carroll, Chief Medical Officer (CMO) of Hims & Hers, an American telehealth company that provides access to prescription and nonprescription solutions online and through a variety of retailers nationwide (and in the UK)! Dr. Carroll is a physician and executive who leads clinical quality and the expansion of Hims & Hers into all 50 states. Previously, Dr. Carroll served as the Group Vice President and Chief Medical Officer at Walgreens, overseeing retail clinic business units, as well as clinical programs and health system alliances. He is also the former CMO and VP at Integrated Care Partners at Hartford HealthCare. In this episode, we dive into Dr. Carroll's experience in Primary Care, his work with Walgreens and the retail model of healthcare, Hims & Hers' focus on the consumer and why it has been successful, along with challenges in the DTC space for healthcare.

Founders: this one is for you!   Today, Michelle is joined by seasoned marketing expert, Aimee Schuster. Together, they dive into juicy subjects, from the power of AI tools in streamlining business processes to the value of in-person interactions in building lasting relationships. Aimee shares insights on being a fractional employee, sales methodologies, and the importance of scalability in sales.   Aimee Schuster is an expert at marketing the invisible, having spent the last twenty-five years supporting B2B organizations like Miller Heiman Group, DLA Piper and Homefinder.com build, advance and energize their lead generation programs. Aimee founded Bandwidth Strategy, a fractional CMO and COO consultancy, to help growth-stage organizations drive the right leads into the funnel that result in closed-won business. Aimee uses her experience and a bit of humor and improv (honed as a student at Second City) to create a common language among the all-too-often warring factions of sales and marketing. A go-to voice on sales-marketing alignment and workplace equity, her work has been featured in Fast Company and Business Insider.   Tune in to gain valuable knowledge and practical advice for navigating the ever-evolving business landscape!   ------------------------- In today's episode, we cover the following: What is a fractional CMO? What is "selling the invisible"? Different stages of marketing funnel for organizations The value of SEO and sales methodologies Top struggles working with founders: AI's impact in the job market Scaling your business beyond yourself Trends in workplace cultures Benefits of working in-person Sources that inspire Aimee's work ----------------------- RESOURCES: Read The E-Myth by Michael E. Gerber Read Built to Sell by John Warrillow   ----------------------- Guest info: To learn more about Aimee and her incredible insights on marketing you can follow her on LinkedIn, @AimeeHSchuster website, bandwidthstrategy.com. ----------------------- WORK WITH MKW CREATIVE CO.   Connect on social with Michelle at: Kiss My Aesthetic Facebook Group Instagram Tik Tok   ----------------------- Did you know that the fuel of the POD and the KMA Team runs on coffee? ;) If you love the content shared in the KMA podcast, you're welcome to invite us to a cup of coffee any time - Buy Me a Coffee!   ----------------------- This episode of the Kiss My Aesthetic Podcast is brought to you by Audible. Get your first month free atwww.audible.com/kma.   This episode was edited by Berta Wired Theme music by: Eliza Rosevera and Nathan Menard

The guys go back to their fraternity roots, this time showing you the dark side of fraternities. When they discuss 10 CRAZY hazing stories from fraternities around the US. We promise you will NOT want to try these at home, folks. PLUS, the guys discuss the "WORST Bumble Date EVER" according to Reddit, the guys discuss a horrific murder committed for the DUMBEST reason and MORE! Watch our episodes UNCUT and in person on YouTube! Follow us http://youtube.com/@fratchatpodcast. Get 20% OFF + Free Shipping on all MANSCAPED products with promo code FRATCHAT at MANSCAPED.com! #manscapedpod Recover properly with @waterboy and get 15% off with promo code FRATCHAT at https://www.waterboy.com/FRATCHAT! #waterboypartner Find your new favorite fits and get 15% off @marinelayer with promo code FRATCHAT15 at https://www.marinelayer.com/FRATCHAT15. #marinelayerpod The FratChat Podcast is part of the Bleav Network! Got a topic for us to cover? Let us know! Follow us on all social media: Instagram: http://Instagram.com/FratChatPodcast Facebook: http://Facebook.com/FratChatPodcast Twitter: http://Twitter.com/FratChatPodcast YouTube: http://YouTube.com/@fratchatpodcast Follow Carlos and CMO on social media! Carlos:  IG: http://Instagram.com/CarlosDoesTheWorld YouTube: http://YouTube.com/@carlosdoestheworld TikTok: http://TikTok.com/@carlosdoestheworld Twitter: http://Twitter.com/CarlosDoesWorld Threads: http://threads.net/carlosdoestheworld CMO:  IG: http://Instagram.com/Chris.Moore.Comedy TikTok: http://TikTok.com/@chris.moore.comedy Twitter: http://Twitter.com/cmoorecomedy

In the world of art, a master painter captivates audiences not only with the visual beauty of his creations but also with the emotions they evoke, turning admirers into passionate investors in his masterpieces. Similarly, in the B2B SaaS landscape, the true art lies in crafting products and services that not only draw in a dedicated community but also compel them to become advocates, monetizing the profound relationships built.Enter Yannick Veys, the CMO and Co-founder of Hypefury (a Paddle customer), whose expertise in cultivating and monetizing a social media audience is unparalleled. With Hypefury's noteworthy acquisitions, including the Elon Musk-acknowledged acquisition of Black Magic, Yannick showcases how to turn digital admiration into tangible success.High-Level OverviewAcquisitions Enhancing Audience Tools: Yannick Veys discusses how they strategically acquired businesses that added complementary features, expanding their suite of tools for audience growth and engagement.Challenges with Automation & API Changes: The challenges faced due to automation, especially with tools like chatbots and the implications of major API changes by platforms like Twitter, affect how businesses engage with and grow their audience.The Balance of AI and Human Touch: The conversation delves into the role and limitations of AI and chatbots in audience engagement. Yannick stresses the importance of a personal voice and human connection in audience building, predicting potential restrictions against over-automation on platforms.Effective Monetization Strategies: Yannick shares specific tactics they employ to help their customers monetize their audiences, such as creating urgency with countdowns, leveraging FOMO, and automated promotions that tactfully engage audiences without overwhelming them.Advice and Encouragement for Audience Building: The closing remarks provide advice for those starting on their audience building journey. Yannick emphasizes persistence, the importance of authentic engagement, and the idea that while beginnings might be slow, consistency and genuine interactions will lead to growth.Digital AlchemyIn today's hyper-connected digital age, the potency of building and monetizing a social media audience cannot be overstated. Garnering a devoted audience is the crux of creating both brand loyalty and a sustained revenue stream. In the vast sea of online businesses, an engaged audience not only amplifies a brand's voice but directly translates to its financial prosperity. But how does one craft a magnetic social media presence and, more importantly, monetize this engagement effectively?Strategically Curate Content: Just as Yannick Veys emphasizes, the quality and relevance of content cannot be ignored. Ensure your posts resonate with your audience, offering value and establishing your brand as a thought leader.Authentic Voice and Engagement: Adopt an authentic voice and engage genuinely. Automated responses might be quick, but they lack the human touch that audience members yearn for. As Yannick noted, people want to interact with humans, not robots.Introduce Automation Strategically: While a genuine touch is invaluable, strategic automation, like the 'autopilot' function Yannick mentioned, can increase engagement and followers. Implement automation for actions like promotions without losing your brand's voice.Create FOMO (Fear of Missing Out): Limited-time offers, countdowns, and exclusives can drive immediate action from your audience. As Hypefury demonstrates, creating a sense of urgency can significantly boost sales.Monetize Through Diverse Channels: From affiliate marketing, sponsored posts, to online courses or webinars—ensure you're not putting all your eggs in one basket. Diversification is key to sustained revenue.Building and monetizing a social media audience is as much an art as it is a science. It requires a deep understanding of one's audience, the agility to adapt to changing trends, and the creativity to offer value consistently. While the digital landscape might be ever-evolving, the fundamental principle remains: Understand your audience, offer them undeniable value, and the monetization will follow.

This is a Tuesday Tips episode where you will hear host Drew Neisser, CMOs, and other B2B experts share their hard-earned wisdom and fresh marketing insights in a bitesize format. Featuring: Chip Rodgers of WorkSpan, Marca Armstrong of Passport, Bernd Leger of Cornerstone OnDemand, Karl Van den Bergh of Gigamon, Marni Carmichael of ImageSource, and Grant Johnson of Billtrust To see the video versions, follow Drew Neisser on LinkedIn or visit our YouTube channel—The Renegade Marketing Hub! And if you're a B2B CMO, check out our thriving community: https://cmohuddles.com/

Big tennis event decision nears, Range Sports leans into talent, Big Ten lands CMO and listener feedback

People have complex medical situations in life and the wrong decision can lead to disaster. With MediOrbis, a physician-founded digital health company, it's reassuring to know that providers are readily available to help get patients with complex conditions through difficult times with expert, innovative telehealth services. Listen as Risky Benefits podcast guest, Dr. Jonathan Wiesen, CMO and MediOrbis founder, discusses how MediOrbis fills the need for comprehensive care through integrated specialty telehealth, telehealth utilization and trends, and medical case studies. MediOrbis provides access to top-tier physicians and innovation in clinical services to help deliver the best care to patients in a time and cost-effective manner.MORE ABOUT OUR GUESTS:Jonantha Wiesen, MDCMO and MediOrbis FounderMediOrbis.comDr. Jonathan Wiesen is a pulmonary and critical care physician, teacher, researcher and medical technology pioneer with a passion for clinical medicine and telehealth innovation.Graduating from the Albert Einstein College of Medicine with distinction in research, he completed his training in internal medicine as well as pulmonary and critical care at the Cleveland Clinic - earning an advanced teaching degree and several teaching and research awards.As founder and chief medical officer of MediOrbis, he led the development of ground-breaking clinical programs for monitoring and managing chronic medical conditions and providing integrated medical specialty services. He also piloted the development of a global network of top physicians to deliver the company's telemedicine services worldwide.Currently, Dr. Wiesen is a pulmonary specialist at Ben Gurion University's Soroka Medical Center, where he directs the Cardio-Pulmonary Exercise Program. For many years, he has advised and assessed medical technology companies and served on the board of several companies, specializing in clinical assessment and due diligence.To listen in and subscribe to more episodes, visit our website: fbmc.com/podcast.

Today we're going to talk about marketing technically complex products and services, and some of the challenges and opportunities they present. To help me discuss this topic, I'd like to welcome Jaxon Repp, Field CTO & Head of Marketing at HarperDB. RESOURCES The Agile Brand podcast website: https://www.gregkihlstrom.com/theagilebrandpodcast Sign up for The Agile Brand newsletter here: https://www.gregkihlstrom.com Get the latest news and updates on LinkedIn here: https://www.linkedin.com/company/the-agile-brand/ For consulting on marketing technology, customer experience, and more visit GK5A: https://www.gk5a.com The Agile Brand podcast is brought to you by TEKsystems.Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

This is a first! This episode is one of two interviews that we recorded live at Startup Boston Week at Suffolk University which was a ton of fun and maybe it is something that I should do more often. Material Impact is a deep tech VC firm that was founded by Carmichael Roberts and Adam Sharkaway. The firm is investing in companies that are powered by material science that solve enduring, large-scale, real-world problems. They are full lifecycle investors and work from the earliest stages of companies. In this episode of our podcast, we cover: * Elyse's background story including how she made the transition to marketing and her role at high growth startups like MC10 and Lose It! * The importance of understanding your customer and the difference between B2B versus B2C marketing. * All the details about Material Impact in terms of the types of companies they invest in and how they support their portfolio companies. * A deep conversation about Gen Phoenix, a portfolio company where Elyse is their interim CMO, that rescues leather offcuts destined for landfill and regenerates them into a premium, durable leather material coveted by the world's most iconic brands in the fashion industry. * Advice on getting media attention for your startup. * And so much more.

Episode OverviewIn this episode, we dissect effective B2B marketing strategies for tech consultants. Uncover the crucial role of referrals in revenue generation and how a robust marketing program can amplify this. Louis sheds light on the concept of 'mental availability' in marketing, the significance of staying top of mind for customers, and practical strategies like leveraging share of voice to build brand awareness. Whether marketing on a shoestring budget or navigating without formal training, this episode is a goldmine of actionable insights.About Louis GudemaLouis Gudema is a fractional CMO for B2B startups and growth-stage companies in many industries, and mentors startups at MIT. He is the author of Bullseye Marketing, named One of the Best Marketing Plan Books of All Time by Book Authority. The second edition, which focuses exclusively on B2B marketing, was released on May 2nd. As a result of the book's success, he also has a side hustle as a ghostwriter for business and marketing books.Resources and Links498 - Show NotesLouisgudema.comLouis' LinkedIn profileBook: How Brands Grow by Byron SharpUpwork.comThe Marketing Book PodcastThe Cloud Consultants ShowScaling Blueprint Join our newsletterConnect With PaulOn LinkedIn

Unlock the vault to billionaire wisdom and skyrocket your success trajectory in our latest episode with our guest host Richard C. Wilson of the Family Office Club and Billionaires.com owner. He is sharing the invaluable insights he's gained from interviewing 22 billionaires and counting. Richard has had the privilege of engaging with industry giants such as Mark Cuban, Sarah Blakely, Larry Naimer, and Jeff Hoffman, and unearthed a wealth of knowledge about their business acumen, leadership approach, and the relentless drive required to scale such monumental heights.Richard will also be throwing light on his unique journey, from acquiring billionaires.com to standing shoulder to shoulder with successful investors and business titans. Get an insider's glimpse into Mark Cuban's business ideologies, Sarah Blakely's infectious humor, Larry Naimer's hiring strategy, and Jeff Hoffman's humility. Furthermore, sharing Grant Cardone's biggest golden nugget - to be an expert, you need to be obsessed. This episode is brimming with lessons from Richard interviews and personal journey, underscoring the importance of tenacity, learning from the best, and developing an obsession for your field. So fasten your seatbelts and get ready to revamp your mindset and start thinking like a billionaire!This is part #7 of 19 in the $100 million rainmaker mini series. To learn more about Jonathan's recession resilient mobile home park real estate Fund, as our next Fund raise is $50 million only for accredited investors: https://www.midwestparkcapital.com/To learn more about Jonathan's highest level business growth consulting and fractional CMO services. And upcoming group zoom entrepreneur masterminds:https://www.revenueascend.com/consulting/The Family Office Club was founded in 2007 and has now become the largest association in the industry with over 4,000 registered ultra-wealthy investors (Richard C Wilson is part owner of the Accredited Investor Podcast): https://familyoffices.com/Sign up to get on the list for the World's Most Exclusive Social Networking App: https://www.prestigesocialapp.com/New Kava beverage, it's buzzy not boozy (sign up to potentially win a year supply for free):https://www.drinkwowipop.com/To those looking to potential exit or sell their business or talk about potential business roll up partnerships:https://www.businesscashout.com/Join one of the fastest growing real estate groups on Facebook, which is our 21,500 Multifamily Investor Facebook Group: https://www.facebook.com/groups/451061265284414To learn more about mobile home investing, acquiring your first mobile home park and learn how to raise capital the easy and efficient way:  https://www.mobilehomewealthacademy.com  https://linktr.ee/jonathantuttleAccredited Investor Podcast- sign up to the email list and get notified of new episodes, bonus content, and potential deal opportunities: https://www.accreditedinvestorpodcast.com/#capitalraising #privateequity #entreprenuer #venturecapital #sovereignwealthfund #capital #businessgrowth #startup #realestate #100million #entreprenuership #accreditedinvestors

Investories has been re-tooling to bring incredible guests and great content. Our mission is to add value and it starts now.  We need a favor. Can you share the show with one person who might find it valuable? And also write a five star review wherever you get your podcasts? There's a special prize for one listeners who does so.  Bill has worked for and advised hundreds of companies, including startups, where he has a long track record of success spanning multiple industries. Bill has been a VP of Sales eight times, twice a CMO and once a GM of a division of a $100MM IT services company before he pivoted to becoming a business growth coach in 2016. Prior to, he had five successful outcomes, two IPOs, and seven acquisitions, including a turnaround during the 2008 financial crisis. As a coach, in addition to being connected with MG 100, Women's Business Collaborative, MassMEP, Small Giants, and EforAll, Bill has earned certifications from ScalingUp, Gravitas Impact, Metronome United, Predictive Index, and The Neuroleadership Institute. Bill was also nominated for the 2021 Thinkers50 Radar Award.   Bill's experience:   Over 30 years, worked for/advised hundreds of companies including 20+ startups (10 operationally; 5 successful outcomes) 8-time startup VP, WW Sales – UK, Singapore 2-time CMO GM – Division of $120MM IT services company 2 IPOs and 7 acquisitions Coaching Experience 10+ years as a business advisor/coach MG100 Coach Board of Advisors – Women's Business Collaborative Certified 3HAG Growth coach Expertise in ScalingUp, EOS, 3×5 Coach, 5 Dysfunctions, and Neuroleadership methodologies Predictive Index Certified Partner International Speaker Certificate – Foundations of NeuroLeadership Mass Challenge Mentor Volunteer – Network for Teaching Entrepreneurship (NFTE) Author – Further, Faster – 5-star rating Bill Flynn:  Linkedin: https://www.linkedin.com/in/billflynnpublic Medium: https://medium.com/authority-magazine/bill-flynn-of-catalyst-growth-advisors-how-to-take-your-company-from-good-to-great-fe3df2fdc61f  Website: https://catalystgrowthadvisors.com/ Investories: YouTube: https://www.youtube.com/@investoriespodcast7744 Instagram: https://www.instagram.com/investoriespod/ Email: investoriespodcast@gmail.com Kyle: Facebook: https://www.facebook.com/yourmultifamilymentor Instagram: https://www.instagram.com/your_multifamily_mentor/?hl=en John:  Instagram: https://www.instagram.com/hoopeezy/?hl=en Airbnb: https://airbnb.com/h/ponderosapinehaus  

An appeals court ruled that a group of doctors could continue their lawsuit against the FDA over allegations that the agency “overstepped” when it campaigned against alternative COVID-19 treatments. According to the AP, “the ruling said the campaign — which at times featured the slogan “You are not a horse!” — too often left out that the drug is sometimes prescribed for humans.” “FDA is not a physician. It has authority to inform, announce, and apprise—but not to endorse, denounce, or advise,” wrote Judge Don Willett. In response, Dr. Pierre Kory stated “The FDA's campaign against ivermectin continues to be used as an excuse by hospitals to deny access to a lifesaving treatment and weaponized by medical boards to threaten the licenses of doctors who stray from the mainstream to prescribe a drug that has been proven in controlled trials to safely treat hundreds of thousands of patients around the world.” Dr. Pierre Kory is president and cofounder of the Front Line COVID-19 Critical Care Alliance (FLCCC). In late 2020, Dr. Kory was a witness for a US Senate hearing that accused health authorities of covering up the effectiveness of alternative treatments for COVID-19. He is the author of “War On Ivermectin: The Medicine That Saved Millions And Could Have Ended The Pandemic.” Follow Dr. Kory at https://twitter.com/PierreKory 「 SPONSORED BY 」 Find out more about the companies that make this show possible and get special discounts on amazing products at https://drdrew.com/sponsors • GENUCEL - Using a proprietary base formulated by a pharmacist, Genucel has created skincare that can dramatically improve the appearance of facial redness and under-eye puffiness. Genucel uses clinical levels of botanical extracts in their cruelty-free, natural, made-in-the-USA line of products. Get an extra discount with promo code DREW at https://genucel.com/drew • PRIMAL LIFE - Dr. Drew recommends Primal Life's 100% natural dental products to improve your mouth. Get a sparkling smile by using natural teeth whitener without harsh chemicals. For a limited time, get 60% off at https://drdrew.com/primal • THE WELLNESS COMPANY - Counteract harmful spike proteins with TWC's Signature Series Spike Support Formula containing nattokinase and selenium. Learn more about TWC's supplements at https://twc.health/drew • BIRCH GOLD - Don't let your savings lose value. You can own physical gold and silver in a tax-sheltered retirement account, and Birch Gold will help you do it. Claim your free, no obligation info kit from Birch Gold at https://birchgold.com/drew 「 MEDICAL NOTE 」 The CDC states that COVID-19 vaccines are safe, effective, and reduce your risk of severe illness. You should always consult your personal physician before making any decisions about your health.  「 ABOUT THE SHOW 」 Ask Dr. Drew is produced by Kaleb Nation (https://kalebnation.com) and Susan Pinsky (https://twitter.com/firstladyoflove). This show is for entertainment and/or informational purposes only, and is not a substitute for medical advice, diagnosis, or treatment. 「 WITH DR. KELLY VICTORY 」 Dr. Kelly Victory MD is a board-certified trauma and emergency specialist with over 30 years of clinical experience. She served as CMO for Whole Health Management, delivering on-site healthcare services for Fortune 500 companies. She holds a BS from Duke University and her MD from the University of North Carolina. Follow her at https://earlycovidcare.org and https://twitter.com/DrKellyVictory. 「 ABOUT DR. DREW 」 Dr. Drew is a board-certified physician with over 35 years of national radio, NYT bestselling books, and countless TV shows bearing his name. He's known for Celebrity Rehab (VH1), Teen Mom OG (MTV), Dr. Drew After Dark (YMH), The Masked Singer (FOX), multiple hit podcasts, and the iconic Loveline radio show. Dr. Drew Pinsky received his undergraduate degree from Amherst College and his M.D. from the University of Southern California, School of Medicine. Read more at https://drdrew.com/about Learn more about your ad choices. Visit megaphone.fm/adchoices

Have you ever considered acquisition as a growth strategy? What about acquiring five or even ten other agencies in order to grow? A lot of agency owners consider M&A for growth but think there are financial barriers preventing them from taking the leap. However, have you ever considered M&A as more of an investment strategy?  In this episode, our guest shares his insights on the power of mergers and acquisitions in the agency industry. He discusses how he initially thought M&A was only for businesses with large amounts of cash but now realizes the surprising accessibility of acquisition andhow it more achievable than he thought. He also shares his hands-on experience purchasing companies with lower EBITDA values and how it has the potential to significantly boost his own company's EBITDA. Jon Bast is the owner of T3 Marketing, which started as a full-service marketing agency and is currently in the process of changing to focus on CMO services for car dealerships. He's been in marketing since graduating college in 2012 and launched his agency in 2016. Jon has been a member of Agency Mastery since 2017 and believes the agency mastermind community has been an important part of his growth as an agency owner. More recently, he's been learning about the accessibility of acquiring companies to grow his agency. In this episode, we'll discuss: Increasing agency valuation up to 12x. Different models of agency M&A investing. Advice for agency owners hoping for growth through M&A.   Subscribe Apple | Spotify | iHeart Radio | Stitcher | Radio FM Sponsors and Resources Would you like to create a magnetic agency? Today's episode of the Smart Agency Masterclass is brought to you by the Agency Mastery Attract Masterclass, a free video training series where you'll learn how to build a better agency by becoming an authority in your niche and mastering the art of client attraction. Check it out at AgencyMastery360.com/attract.   Increasing Agency Valuation Up to 12X  Like many agency owners, buying other agencies had long been on Jon's mind, though it seemed out of reach. But as his agency scaled, acquisition opportunities came into view. Now knee-deep in the process, Jon wishes he'd studied up sooner. In the past, he and his partner entertained options, but none felt like the right strategic fit. That changed in 2021 when an agency aggregator approached them. This sparked a six-month preparation process for acquisition. Though the deal ultimately fell through, it lit a fuse within Jon. With this new insight, he focused on proactively pursuing acquisition targets that aligned with his agency's goals. One important thing he learned in that failed process was the term "multiple arbitrage." With this strategy, agency owners can add value to their business ranging from 3x up to 12x. However, a common concern is how to add value, and multiply sales, yet still retain clients and be scalable. This growth rate is something he never thought he'd see until he understood the power of M&A. Jon thought it was pretty much impossible to get to $2 million in revenue fast, but he now realizes it actually is realistic. Now he understands by adding the right agencies to his portfolio, his business can get to $2 million in EBITDA through the power of M&A. Creating a New Agency Vision Around Mergers and Acquisitions Jon's team has semi-automated their outreach. They identified 100 possible purchase options and narrowed down the list to 50 to start contacting. They also created an acquisitions brand, which is associated with a bigger vision of acquiring companies and reselling them in 2-4 years. The owners of the acquired companies are presented with the option to keep a percentage of a business worth 5x and take a second exit in 2-4 years. Jon has also learned that in many cases owners are looking for an opportunity like this. Some have been operating the business for several decades and are ready to move on; others really need someone to step in and operate the company. After a couple of conversations, Jon finds these owners are willing to sell just so they no longer have to operate the business. Different Models of Agency M&A Investing Jon's vision is to sell his newly acquired agencies as a larger entity. The team takes the top talent from these agencies and has them come together to discuss ways to leverage each other's strengths. Right now they're focused on looking for specific capabilities. With experience, they've learned the importance of acquiring capabilities instead of synergies. There are many models for this type of sale that don't necessarily require millions of dollars to start. For instance, in the Alex Hormozi model, they invest and do management consulting with the option to buy the business. Then they sell it off piece by piece, rather than selling the parent company. Overall, Jon's advice is to strive to buy something that is established instead of buying and then building from scratch. You're buying someone's perfect formula that took years and years to come up with. You're not just buying a product so don't just limit yourself to looking at just EBITDA. The true value to you may be different than to the owner who has emotional ties to the business. Advice for Agency Owners Hoping to Grow Through M&A When it comes to agency M&A, Jon encourages agency owners to think big. In his experience, once he started thinking about acquiring not just one but 5-10 agencies, that vision led to more people attaching themselves to him along the way. This is why he believes in the importance of allowing yourself a limitless vision. Jon highlights the potential and feasibility of acquiring other agencies, even for smaller businesses. For his part, Jason suggests narrowing down the focus to one or two key actions. Jason finds many agency owners overwhelmed when they consider the steps needed to double their agency in the next year. However, when he asks them to consider what it would take to 10x their agency, the list is much smaller and more manageable. This indicates that focusing on a few key actions can lead to significant growth. By thinking big and expanding one's vision, it becomes easier to attract and align with the right people and resources to achieve growth. Do You Want to Transform Your Agency from a Liability to an Asset? If you want to be around amazing agency owners who can see what you may not be able to see and help you grow your agency, go to Agency Mastery 360.  Our agency growth program enables you to take a 360-degree view of your agency and gain mastery of the 3 pillar systems (attract, convert, scale) so you can create predictability, wealth, and freedom.

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Co-Founder of Wild Coffee Marketing, Amy Anderson.Amy's passion for marketing is deeply rooted in her experience as a client-side marketer. This unique perspective allows her to understand the needs of her clients, who range from franchises and quick-service restaurants to B2B companies. At Wild Coffee Marketing, they focus on understanding the target audience and their needs, which is a crucial aspect of marketing. Their unique positioning allows them to provide strategy, leadership, and execution for their clients.Amy explained the benefits of hiring a fractional VP of marketing or CMO, especially for companies that lack a senior marketing person in-house. This approach offers cost-effectiveness and flexibility, providing both strategy and execution.Amy pointed out that the pandemic stripped away the salesy-ness and gimmicks, allowing businesses to focus on meeting the needs of their customers. She advised companies to treat clients like adults and build collaborative relationships rather than transactional ones. This involves clearly explaining how to solve customers' pain points and avoiding jargon or over-selling.Amy also shared that Wild Coffee Marketing is undergoing a rebranding process, focusing on helping midsize companies with their marketing strategies on a fractional basis. She invited listeners to visit their website to find insights and articles on their blog, "Deja Brew." They can also schedule a consultation with Amy to discuss their overall strategy.Key Points from the Episode:Amy's background and experience as a client-side marketerTypes of clients Wild Coffee Marketing works with (franchises, quick-service restaurants, B2B companies)Importance of understanding target audience and their needs in marketingUnique positioning of Wild Coffee Marketing (providing strategy, leadership, and execution)Benefits of hiring a fractional VP of marketing or CMOTrends in B2B marketing (email marketing, providing value through webinars, advisory content, whitepapers)Shift in sales and marketing strategies after COVID-19 pandemicImportance of treating clients like adults and building collaborative relationshipsAbout Amy Anderson:Amy Anderson is a highly regarded industry leader, boasting over 25 years of experience across renowned brands like Calvin Klein, Seventeen, and The New York Times Digital. She co-founded Wild Coffee Marketing, focusing on revitalizing businesses through diverse disciplines and custom-tailored teams. With a rich background, Amy excels as a creative marketing professional, showcasing her prowess in brand strategy, crafting and advancing advertising, marketing, and public relations campaigns, and spearheading new product development and market introductions. Her exceptional talent lies in advising business proprietors and management cohorts and steering cross-functional teams toward strategic and revenue triumphs.About Wild Coffee Marketing:Wild Coffee Marketing is a vibrant marketing consulting firm that fosters business growth. Comprising a team of adept thinkers and proactive implementers, the firm is an expert at orchestrating every facet of the marketing journey, from the conception of strategic blueprints to their resolute execution. This modus operandi effectively positions Wild Coffee Marketing as an indispensable extension of their client's teams.The firm's comprehensive methodology encompasses a holistic evaluation of internal and external factors, pinpointing...

In today's illuminating episode, listen in as I chat with Kirk McLaren, founder of Foresight CFO, about thriving in finance and business. Kirk lifts the veil on the strategic growth CFO role beyond tasks. Discover pivotal client habits and Kirk's innovative fractional model. An intriguing question prompts Kirk's life-shaping reflections. Dive into Kirk's book exploring transformational practices. Thought-provoking topics include Tesla's budgeting, lean innovator Joe Justice, and the power of tales. I also share leadership lessons from my CEO collaborations. Finally, uncover a CFO's higher mission. Kirk illuminates the Growth CFO Certification, empowering professionals as strategic partners. If you seek financial stewardship strategies or a richer purpose, this episode presents a treasury of wisdom for cultivating sustainable growth in your organization and career.   SHOW HIGHLIGHTS This episode features Kirk McLaren, the founder of Foresight CFO, and we discuss his unique role as a growth CFO and the innovative tactics he uses to provide fractional CFO services. McLaren shares his three key habits for growth, which are crucial for any manager to adapt for successful financial management. We dive into McLaren's book 'The Growth CFO Void', which offers practical habits that can transform a manager's life and has been published in collaboration with Forbes. McLaren and I discuss the intriguing idea of Tesla's non-existent budgeting process and its influence from lean manufacturing guru Joe Justice. We also explores the importance of employees taking ownership of their numbers and the critical role of daily dashboard tools for effective financial management. McLaren highlights the importance of CFOs becoming true allies of the CEO, stepping beyond tasks, and helping in decision-making processes. We talk about the CR Growth CFO Certification, an initiative that empowers financial professionals to enhance their role as a CFO. We explore the importance of meaningful connections in the financial growth and management sphere. He touches upon how Foresight CFO uses a three-person team approach to provide fractional CFO services, and the importance of having a learning mindset for successful financial management. We conclude with a discussion on the bigger purpose of a CFO in a company and how their role is not just limited to financial operations, but also involves strategic decision-making and navigating the company towards growth. LINKSShow Notes Be a Guest About IC-DISC Alliance About Foresight CFO GUEST Kirk McLarenAbout Kirk TRANSCRIPT (AI transcript provided as supporting material and may contain errors) David Spray Hi, my name is David Spray and welcome to another episode of the IC-DISC show. My guest today is Kirk McLaren, the founder of Foresight CFO. Foresight CFO describes themselves as a growth CFO, and we learn more about what Kirk means by this. During the interview, we also learn about the three habits that all of his clients utilize to help grow their companies. We also learn about Kirk's unique three-person team approach to providing fractional CFO services. And then Kirk also gave me an answer to a standard question. I ask of what do you wish you knew when you were 25 years old? And his answer is different than anyone else's I've heard. So Kirk brings a novel approach to outsource CFO and I really learned a lot about what's possible with a fractional CFO. So I hope you enjoyed this episode as much as I did. Kirk. Welcome to the podcast. Kirk McLaren Yeah, David, I'm so glad that you invited me here to talk to your guests and kind of explore backgrounds, that kind of stuff. David Spray Well, awesome, well, thank you for being on. So first off, I'd like to thank you for your service to our country. So, thank you for that. Kirk McLaren Yeah, that was a long time ago, back in 1991, and I was a long way from the bullets but literally left school, joined the army, became a behavioral scientist and that's how I ended up going from Houston, texas, you know, growing up as a young man there, and then dropped out of school, and that's how I ended up going from Houston to Washington DC and stayed here ever since. David Spray That's awesome, so let's get right into it. Talk to me about your company. Yeah, oversight. Cfo. Kirk McLaren Yeah. So the company started I mean roughly 30 years building mostly private business. I did some nonprofits and some quasi government stuff with the telecom industry and then, 30 years into, I started to notice that business owners oftentimes I'm the finest guy, I can see a clear opportunity, but the business owners were hesitate, they'd hesitate on making decisions and sometimes the fall through wasn't strong. And so I came to learn that a lot of business owners, their business becomes the monster of their own making. Right, they got all these hats on, they go on vacation. They're actually working remotely versus enjoying other things in their life like their family. And meanwhile, most CFOs including me, you know we occupied ourselves with financial management, the accounting operations, maybe treasury. If it's a bigger business, there could be like import, export taxes, kind of the things where your expertise come into play. We focus on those kind of things instead of alleviating the CEO's pain. So around 2015, I mean I kept getting hit in the head with things in life where, hey, maybe there's a better way, right, yeah, yeah, maybe, right, you know, things keep coming in and maybe I should pay attention to something here. And so in 2015, it started to reimagine that the CFO's role as a true navigator with the CEO, and by this I mean you know, learning. You know, as a CFO, a navigator side by side with the CEO, learning how to help the CEO escape the owner's trap. Like you know, they were born. There's something that the CEO is really good at but they're oftentimes not doing. They're not focused on that area. So how do we help them focus on that area? And how does, as a CFO, how do I collaborate with subject matter experts across the company, like like the CMOs and the salespeople and delivery people to help them obliterate the obstacles to growth? Right? So it's a broader partner than just the financial operation. And then you know, at the same time, while doing that, it's definitely those financial habits or profitability that allow us to see okay, where are we coming from, where are we going to? That was really the birth of the foresight CFO. It just kept seeing that business owner or private companies they get hung up, they're trapped, you know, by their business and so maybe there's a better way. David Spray That's where it all started, and so the foresight and the name means, I guess, looking forward instead of backwards no-transcript. Kirk McLaren Yeah, yeah, like, where do you want to? You got a business, you got into your business for a reason. What is your destination? Where do you want to end up? And a lot of times for me, I'm a big freedom guy. I mean, I want you know. I want freedom of time, freedom of money. I want freedom of purpose to do what I really care about, versus being tethered to some obligation that's not worthwhile. So that's the force. David Spray Don't forget the fourth. Don't forget the fourth freedom, freedom of relationship. Kirk McLaren Yeah, that's a big one right. So, dave, what does that mean to you? David Spray freedom of relationship, what it means associating, you know, serving who I want to serve, work with who I want to serve. So the reason I knew the fourth freedom was because I've spent many years in strategic coach, which is probably where you learn the four freedoms as well, I'm guessing, or from Dan Sullivan. Kirk McLaren Yeah, dan Sullivan, strategic goals are brilliant and so, but that's a key point when you can actually choose who you work with, you're both inside and outside. You know that's liberation, it is. David Spray It is, and so I know your tagline is that you're a growth CFO, and so I can appreciate that the looking forward has kind of one component. But then the growth CFO piece, you know, that strikes me as more unique, because that almost sounds like a blending of you know, being the chief revenue officer, if you will. So talk to me about how you are able to leverage that CFO role into you know, revenue growth. Kirk McLaren Yeah, and that's one of the five obstacles. It used to be the number one obstacle is how to help clients when new clients and closely behind that was the number two obstacle, which is keeping and growing existing clients. Now the number one obstacle is people. So we might want to talk about that in a moment. But, to answer your question, the growth CFOs are definitely CFOs. Right, we're not trying to become master, you know, with jack of all trades, master to none, but it's more if you have, doesn't matter about whatever the title. It is the chief sales people, the chief marketing officer, whatever title they have. In our world. The growth CFO works hand in hand and we have certain strengths. That doesn't numbers people, finance people, you know, are we minding the data? Like, oftentimes you have companies that are doing well and they think of all their customers as the same, like, hey, we need more, we have 14,000 customers. These are real examples, by the way. We have 14,000 customers. We need more of those. Really, you need more of those Because if you run the data, if you mind that data, using the skills that you know the CPAs and the finance people brings to the table, you actually find out. You know the 80 20 rule plays out, where roughly 20% of your clients are producing 80% of that. You know the financial outcomes and those people love you. They love you, love work with them. You can do your best work with them. It's good synergies, you ring value. They want you to be paid well, it's great, right, all the way around. And likewise vice versa. The bottom 20% you're losing money. They don't like you, right? You don't get along. People don't want to go to work on that site. So when you mind the data kind of kind of coming in, you know how growth stuff will work with the CMO or the sales team. Hey, let's look at who can actually do our best work with using that data. Let's figure out who are these people. What is the voice of the client? Why do those people sign up with us? Why do they keep going with us and then align everything to that, like bundling services. Maybe there's cross sell ups, so maybe you can do even better work with them. Pricing strategy you know a lot of times, you know, you know CEOs are private businesses. They're very risk adverse when it comes to pricing. But can we value price If you're making this kind of outcome for those best clients? Can you share that, that doing well by doing good and then aligning everything, aligning the the, you know lead generation, marketing, aligning the sales process to that best top 20%. And then maybe, once you get confident there you know this is not overnight do things step by step, crawl, walk, run, so that you're not betting the farm on any one decision, but you're making decisions with clarity, you're making phone calls with the clarity of the habits right, the financial habits, and then maybe the bottom 20%. That's you eating up everything you got. Maybe refer them to your competition, right, maybe you work with who you want to work with, that freedom of relationship. So that's kind of a picture. An actual example would be a client that had had software as a service, kind of online platform 14,000 customers. Exact scenario you can't. I want more customers, do you? Really? Because we do the data and these people buy from you and keep coming back. These other people, man your calls, customer service, call centers loaded up with people who you will, customers, clients that you will never make happy. Yeah, how about right? David Spray So yeah, in fact, I believe the official name of that 80 20 rule is called the Pareto principle, named after an Italian economist from a long time ago. But you know, the most interesting part of the Pareto principle is when you take it to a second level. So if you look at, you know 20% of your customers are accounting for 80% of your revenue. Well, if you take the 20% of your 20% and the 80% of the 80%, you'll find that 4% of your customers are accounting for 64% of the revenues yeah right. Which is even more powerful. It's interesting, the book. There's a guy that wrote a book called the 80 20 principle and I cannot remember his name. I can picture the book and he had an exercise where you would take your clients and rank them in descending order by like revenue or profit, and then you'd have a cumulative column, right, so your first customer counts, you're for 5%, your next one accounts for 4%, so that's 9%. And he had this exercise. You'd go through there and you would just see how many customers down you'd have to go to. You got to, like you know, a significant amount of your revenue. And it was really interesting looking at centers of influence and, like I discovered when I did that, like 80% of my referrals came from five centers of influence. Is that right? And I realized I didn't even need to go into any more networking events. All I had to do is spend more time with those five people and you know these were the five people who I met with once a year. So you're like wonder what happens if I met with them quarterly, just those five people. So anyway, so I'm always fascinated by that, the 80 20. And the other funny thing about that, I'm sure you know this it doesn't have to be 80 20, it doesn't have to add up to 100. It can be an 80 10 or a 70 20, or it's really just pointing out that there's these disproportionate outcome from you know, limited inputs, but anyway. So yeah, I always love talking to somebody about Pareto principle, but let's go deeper there. Kirk McLaren I mean, look what it just did for you. Wow, five relationships produce most of my outcomes. So now if I wanted to, I could definitely put more attention to those folks right, because that's your bread and butter, makes total sense. Probably more will come from that. If you more attention, more outcomes, that kind of stuff. So in addition you essentially could work half as much. Don't do the things that are complete ways. Focus on those five and actually produce more. So now you got freedom of time. You got that freedom of relationship. You work with people, you really get to know each other. David Spray That's the irony, those five people were also some of my favorite five centers of influence too. Kirk McLaren Yeah, Beyond trust you really get to know each other. Your interest for each other becomes very sincere. They help each other to do well kind of stuff. But that's brilliant Liberation. David Spray Yes, yeah, I know those dance solvents for freedoms are really powerful, because that's what. That's why we become entrepreneurs is for freedom, anyway, yeah. Kirk McLaren It's funny because Matt contacted me from strategic coach and I'm pretty sure I'm coming in. I've been reading his books like who, not how, that kind of stuff, and so it's funny that he's been a big influence, that community, big influence for you. David Spray Yeah, I've been. I'm currently on sabbatical from strategic coach and, but I've been, I did a sabbatical before, but I guess I've got about 10 years total and just a wonderful. In fact, anytime I talk to somebody about strategic coach, I start thinking that my sabbatical should perhaps be over. Kirk McLaren Yeah, back years ago in previous life I worked for Richard Rossi, who's been a strategic coach. I remember when I was his finance guy questioning him on the investment time and money kind of stuff and it's not a big investment in money, but finance guy or someone questioning things. It may have learned a lot since then, yeah, but how important peer group and coaching is I mean night and day versus working in isolation for CEOs. David Spray For sure. Yeah, I would strongly recommend strategic coach, because it gives you a chance to think about your thinking. That's one of Dan's lines, so let's switch gears. So you and I have something in common We've both authored a book. Yours was a best seller, mine was not. So talk to me about the book. What's the name of it? When was it published? What prompted you to publish it? Kirk McLaren So the book title is called the Growth CFO Void. So that missing team member, right that basically the missing navigator to the CEO who's a pilot at the plane, and there were a number of things that kind of prompted. Like what I teach at Georgetown School Continues Studies, kind of a fun thing. I'm big on developing people A lot of times go beyond their self-imposed limits, so I love teaching and the geez man, the textbooks and resources for what business owners and business people really need, like what are practical financial habits? There's really the three practical habits that can change any manager's life Right, just clarity and confidence on where we're at and engineering that path going forward. And the material on that was my book is not a textbook. There are more stories, that kind of stuff. I think that's how people learn and the material on that is like man, it's just overly loaded with jargon. Not everybody is designed to be a CPA. Most people are not designed to be a CPA and most people if you pull up a spreadsheet you literally put them into the checkout zone and so that kind of prompted I need something better. And then also telling our story, since we reimagine what a CFO is. There's plenty of CEO business owners who they know what a traditional CFO is. So this whole new role not redefining the existing role, I should say better, it's just a new concept. I needed a way of telling stories and case studies where they can start to see themselves oh that's what a better way might do. And that prompted it. And so, you know, teamed up with Forbes and they accepted my idea for the book and we published last September last year. Oh, that's great. David Spray So what are the three habits that you mentioned? Kirk McLaren Yeah, the first one is, across the company managers use the monthly financials like a scoreboard, okay, and a lot of times that's very awkward for them, initially because it looks like hieroglyphics. The second one is getting your hands around cash, so positive cash for both, like 12 week cash forecast, but also how about measuring the cash conversion cycle and see it and then comparing that to benchmarks, because maybe there's something there. And then the third one is we call it engineering profitability with a rolling 12 month budget, okay, and we call it actually a flight plan 12 month flight plan and it then also the multi-year flight plan, like how do we get if you want to end up at a certain place or destination? This has some visibility on how we're going to do that year to year. But the detail work is that third habit the 12 month rolling budget. David Spray Okay, that's you know. I learned something interesting about Tesla. You know, supposedly they don't use any budgets. Kirk McLaren Really yeah. David Spray What do they do they? They're all, apparently. As I understand it, they're all about innovation. Speed of innovation drives everything there, and I've heard they do like dozens of rolling improvements to their cars every week. Most car makers have annual changes. You know they save it up, but yeah, but supposedly they have no budgeting and every employee has, like, the authority to spend money to buy stuff that they think will, in will, improve the speed improvement, the speed of innovation. Anyway, that just happened to think of it, isn't that bizarre? One of the largest market cap companies in the world has no budgeting process, isn't that interesting? Kirk McLaren It really is interesting. I wonder how that plays out. So they're putting emphasis on that speed, to creativity and local ownership of outcomes Right, some? David Spray kind of way. That's what I thought. Kirk McLaren I don't understand. I wonder if they have forecasts for the business overall. I wonder. That's something that I'm going to make a note of the dive into. I'm always interested if there's a better way. David Spray Yeah, I wonder. So the guy to look up is a guy named Joe Justice, who's a lean manufacturing guru and he worked at Tesla for like four years, and he's who a lot of that data comes from. As far as no budgeting, yeah, it just sounds like a. In fact, I was so intrigued by when they opened their factory in Austin I live in Houston, I was. If they would have let me, I would have gone to work there for six months, just like for the hell of it. It just seemed like such an amazing place to work, but they probably wanted me there more than six months and I wasn't going to because I've got a buddy in Austin. you know their kids are all grown. I probably could stay in a spare bedroom and but anyway, you're the first person I've shared my pipe dream of going to work in the Tesla factory in Austin. Kirk McLaren It'd be interesting in six months, right Because I'm sure there'd be learning not just beyond no budgets, I'm sure there'd be learning in mind, expanding somewhere. David Spray Yeah, so. So let's get into the stories. This is my favorite part of the interview. You've mentioned you had stories in the book, so, and I agree, stories, I think, are the best way to learn, illustrate a point. So what are some success stories that come to mind? Either from the book, not from the book. If you're allowed to share who the name of the person or company is, feel free to if you, if that's not appropriate, and they just need to be anonymous. But let's talk about some stories. What's one that comes to mind? Kirk McLaren What are my favorite ones? I'm going to keep the names anonymous because if I say something financial after I say a name, I want to respect confidentiality. And first I think back the last eight years with Foresight. You know the CEOs. I mean, these are remarkable people, right, they have an idea. Sometimes they have circumstances that force them into entrepreneurship. Sometimes they're inspired by an idea, sometimes they're just not corporate people and they want to do the same. And the conversation for nominal I've been humbled because they I knew they were smart. I mean, I've been around for a few days but you know, behind closed doors they really care about their teams and you know, capitalism gets a bad rap. But you talk to business owners, they do want to do well, they do want their team members to do well. Sometimes they're up to their neck and you know, can't even make payroll. Right, they're doing, they're putting payroll on its credit card, their credit card, right and emulsion in their house. That's what they're doing and they really do. There's a just a decency that goes beyond what I would. I don't know people like it. Credit for mainstream. So there's a CEO of a technology company when Amazon Web Service was coming out and moving companies from their internal structure, like you know, the financial industry, there's insurance industry and everybody else going to the cloud for all the benefits, and cool little company, I mean it started out. You know a bunch of software engineers and they're really good at what they do and you know we started out on the small side for us at the end of the point of two and a half million and quickly grew to five, seven and a half, 10 million and in way, imagine these engineers I mean there were times like, like early on, the engineers are getting ready for the big, you know, industry event and you know engineers want to do a good job. So they take everybody off billable projects and put them into prepared. I say everybody. They took like 20% of their top people off billable projects, put them into doing this event, which, okay, that makes sense until you find out what happened to the cash, right, you just man, right, and yeah, so, so, so that's where we came in like, oh, you know they're not making decisions, knowing that you got to. Yeah, you want to fly the plane and at the same time, make sure there's enough fuel in the tank and you got to see options you know going forward. You know what if we do a versus B and be able to see, you know, profit cash to value the business, kind of stuff. So, coming in on that, what happened to cash situation where the owners literally put money back into the business to to make payroll because bill Bowers went down with no visibility into it. So how do you put those instruments in the place where you know? Teach engineers how to take ownership of their numbers. You know where they're at, like multi financials going forward, teaching them understand right if they go below a certain place and how to get them to a point where daily dashboard where they get where every employee across the company come in, log in in red, green, yellow, based on what they control, they know where to lean in that day and if something's not working they can speak up. So that's a better way of flying the plane versus, oh, no cash right. David Spray So what was you know kind of the outcome of that then? Did their you know amount of cash increase? Did their you know days, you know receivables outstanding improve? Did they recall some of the objective outcomes? Kirk McLaren Yeah, we literally put in those controls right, the daily dashboard, using the monthly financials. They took ownership of their 12-month rolling budgets. They control the historical plus, the forward. But by month three they're getting comfortable with the financial. At first, nobody wants to look at the financials You're keeping me from doing my job, that kind of stuff. You know we call it financial scoreboard, but it's financials. And then by month six, like man, I can't make a decision. Hey, I'm not making a decision on that event. So I see my financials, where I stand in regards to budget. What do I have? And so by month six, they're really. You know, engineers tend to be better than most with numbers and for most people about three, they're kind of getting used to the habit. Month six is like, hey, I need to see my numbers before I can decide about that event and who I dedicate to it. And so the outcome overall is the company grew right, more visibility, profit was strong and this lot of tech companies are kind of built to sell mindset. They don't want to be the best versus the biggest. You know these kind of entrepreneurs and they want to at some point pass the torch. So that's on the flight plan. In this case that space, amazon Web Service became a hot property and it roughly two and a half years ahead of expectations. The business owner was getting multiple offers, competitive offers to sell at a price point above his target and that the valuation is that second payday. So now you got financial freedom. You know, beyond that day to day work. So that was the outcome. We've become friends and last Saturday we were bike riding in Washington DC on the hill there. Yeah, you do something like that. That's that brotherhood. Right when you got the CEO, who's a pilot, and then the growth CFOs and navigator and man, you create some good friends. David Spray Yeah, now, that's some of my favorite people are my clients. So, speaking of that, so describe to us what the elements are of a perfect fit, or a strategic coach calls it a right fit client for you. Kirk McLaren The two, two things one mindset right, if a person has a learning mindset, like some of the things you and I are talking about here, that's going to be fun, that's going to be a good outcome because there is a better way and that will always be true. And you have smart team members with different expertise. And so learning mindset to be able to see something, make a decision, follow through, make adjustments, sometimes on version one of the rollout. Yeah, you know, okay, let's evolve to version two, but not changing some of the tactics, but not losing sight of the division, the mission and the purpose of the organization. So something that learning mindset is critical, both inside foresight and external. Like imagine, you know CFOs coming in who want to be a growth CFO. They have a fixed mindset, want to do status quo. There's nothing I can do to help them Ever Sure, and roughly one out of 17 financial talent can actually do this work. So it's similar internal and external. And we work in three person teams, right, so three minds are better than one and that's how we get beyond status quo and comfort zones and stuff. So it's a very it's a very confident way of working. And then the other thing is some level of revenue, like the, you know, for the full three person team doing work weekly at five million, it starts to make sense right? We have clients going up, you know, from one million to two, 119 million in revenue. We do certain things for each of them. At below five million more of a. We kind of have a hybrid hands on and advisory. It's once a month where we look at the financial scoreboard and work on the business together. But a smaller business capacity is so limited For all the right reasons. There is owner trap issues because at a smaller business each team member is going to do more things and so. But we can help them even at a million dollars of revenue we can help them get. We have a clearer path, you know, by working on the business together and establishing a good financial habits early on. That's adjusted to the size that they're at. Like you know, one million dollar company is going to do financial practices very different than a 15-month dollar company or 25 million dollar company. David Spray So what would you say is like your sweet spot, you know revenue-wise, where you just really feel like you really can gel. Kirk McLaren Somebody coming in at that five to 20 million level and if they want to double or triple outcomes and maybe it's top line, maybe it's bottom line, but they want to double or triple outcomes that's a good bet, okay that is helpful. David Spray And talk to me about the three-person team. Is everybody on the team the same or do they have different skills that you're trying to bring together to serve your client? Kirk McLaren Yeah the team consists of. There's a growth CFO which is the front stage weekly interaction and collaboration and action with the client and their team. Then, somewhat behind the scene, there's a growth CFO partner we call leads, who's making sure that we're not stuck or seeing things. They're working somewhat behind the scenes. They come in maybe quarterly with the client, you know, just to make sure that it's broader. And then the third person is an analyst or a accountant, right depending on kind of what the business needs, and they're doing lots of legwork. Like, for example, we come in to a client, we do a financial health check to make sure we don't miss something useful, including looking at, you know, tax incentives like export and R&D and stuff. We're not the expert on that by any means, but we'll look. Level one. You know what is there a possibility that's being done by the analysts and accounting team roughly 20 to 40 hours of laywork all backstage. We're not trying to put any more burden on the client. You know the CFO and their team, so that they have a case. We work, we have a multi-year view to your destination and then we plan in detail and follow through in 90 day sprints where your project may be level what we over or under you know on a day to basis and that's kind of the cadence, but it's a very you can imagine an account and accountant or analyst is going to see some things differently than a CFO and a CFO partner to say, huh, we're status quo, there's a bigger opportunity. This is the kink in the hose for this CEO. We do the diagnostics in the areas of new client acquisition, people capacity. We've seen a lot of best practices, so we kind of have these. Let's look at from recruiting to onboarding, to that performance management. What's what could help these be even better for that to create a remarkable people environment that they want. Okay, so the team members sometimes it's the part of guy saying, hi, it's not here, it's here. David Spray Yeah, and then you said the front stage person another strategic coach term front stage backstage. So you've you've just absorbed all this. It's second nature to you. So what's the cadence that I hear you say weekly? Is that the typical meeting cadence, or is it twice a month? Kirk McLaren Yeah, it's for for the full service. You know companies doing five million plus where it's good fit. Every week we're doing a huddle at least 25 minutes is the calibrate and then the growth ceo is working with whoever the right person is in that in the client's company. Okay, get the outcomes they're looking for and that clue is developing the managers to use the numbers, and but that it's a weekly cadence for internally we're dedicated one full day. The growth ceo is one full day to each client, totally blocked off, dedicated in the zone, and there's roughly over the course of a year there's roughly a full second day with the other two members of the team. You know that kind of thing, there's certain periods of the year that have more work and other periods that have, like the diagnostics, or there's more work for the backstage team members. David Spray Okay, no, that's that's really helpful and that's it. I've met other fractional CFO type companies, but the three person team seems seems like a unique concept. Well, I can't believe how quickly the time has gone by. A couple more questions. What do you wish? What do you wish you knew when you were 25? Kirk McLaren I wish I was kind of guy, very task-oriented, tell her to the desk driving outcomes. I wish that myself now could have said hey, Kirk, that's great, but you also get out there and meet remarkable people and develop beyond trust, develop a relationship with them, because that's how you're going to unlock the bigger purpose, the bigger impact. David Spray I really like that. I ask that question to most of my guests and some of the answers have a constant theme, but that's really a unique answer. Get away from the desk and go meet remarkable people, yeah. Kirk McLaren I mean even next week I've been working with a person by the name of Janet Hogan and she's in Australia. So just by the accent alone she's worth working with. And come to learn that this is recent right. I come to learn that the way I do vacation, I like freedom, so I go any place. I went to Venezuela years ago when I was in my twenties nothing better backpack lived there for a year. I had no agenda, that kind of submit people, things, great things came out of including my wife, 26 years, married two boys, that kind of stuff. Never expected that going in, but I was there. So that's how I do vacation and I work with Janet Hogan. I come to realize wait a minute, janet, do you mean I can just travel places like next week I'm going to Florida. All week I have a few meetings that have no agenda. These are clients, prospects, partners. I just want to get to know them and you see me get excited. You mean that's work because it feels like vacation. You mean I can actually do that. So I've got lined up now one week per month I'm just going to no agenda line up meetings, meet people, kind of see where they are and what's going on. David Spray I'm more freedom involved in that, isn't it. I love the Australian accent. My iPhone Siri is an Australian woman. Kirk McLaren Yeah, so that's how the wisdom goes by, you can see with the Australian actor. David Spray Oh, you mean wait a minute, yeah, so yeah in fact it seems like if all the people from, I guess, the English Commonwealth the Australian seemed to me just to be the most freedom focused. I mean they just seem all about walk about. I think is their term to just kind of go wandering. Kirk McLaren Yeah, yeah, they do seem to value, like there's a level of individualism but also consideration for others that you need uniquely Australian, and I remember we had team members there in Australia and they would have. Yeah, I think they're agreeing, but they're not agreeing, they're just being friendly, they're just being wild, say wait a minute. David Spray How about that? So, kirk, what else? What did I not ask you that you wish I would have, as we're wrapping up, A good question. Kirk McLaren So I'm really excited. Like for me, the bigger here's one, the bigger purpose, right? Okay, yeah, I have a business. What's coming out of from the? From launching the book, I'm becoming the freedom guy. So you know, beyond reimagining the CFOs, actually going out and coaching people how they gain freedom, but more from a speaking, so speaking is becoming big. Right, I'm going out talk to groups of all sizes. The bigger purpose is like, like CPAs, you know, accountants have the CPA certified public accountant exam. So I would love the CR growth, cfo certification which every employee who comes into the business goes through that and they re certify every year. I would love to see that catch on. And you know the bigger impact for financial people to go beyond tasks, how to become that beyond trust, that true navigator with the CEO. Because with the rise of the machine, with the machines doing more of the labor, more of the analytics, more of the tasks, like I think machines will do easily 80, 90% of what normal accountants, normal CPAs, do. So the best financial people, the ones who succeed, are going to have a great life or the ones who can take that last, the last mile of work and able to help other people across the organization and external use that information. Wow, you mean these are the customers. And then you brought up in more focus than that. That is the financial professional who's going to have an awesome life, the ones that are holding on to the past trying to compete with AI. Good, luck. David Spray Yeah, great, I agree. Well, that is awesome. So we talked about the bigger purpose, we talked about the history, talked about the three person team, talked about what a growth CFO is, talked about the book. I think we've really packed a lot of information into a little over a half an hour. Well, I really appreciate your time, Kirk. This has really been fun and I've enjoyed getting to know you a bit more. Discover the cradle principle commonality, the strategic coach commonality. This has been fun. I think we should continue this conversation offline in the future. What do you say? Kirk McLaren I would love to do that and I'm going to be in Houston soon. My son moved down there, the Army officer teaching at the University of all things. So, accident, that's not an Army duty either, but so I'll be in your neighborhood often. David Spray That sounds great. Well, we definitely need to get together. Well, hey, kirk, again, I really appreciate the time, and best of luck is you're helping these companies reimagine their future. Kirk McLaren Yeah, and David, thank you for inviting me to tell my story, because I don't get many opportunities to do this, so I thank you really so much. David Spray Oh, hey, my pleasure. Have a great day, Kirk. Thank you, see you. Special Guest: Kirk McLaren.

Michael Londgren is a hyper-growth CMO with an impressive resume that includes Apple, Adobe, Blue Martini, Adobe, Docusign, Nasdaq, and Seismic. Most recently, he became the CMO at Responsive, formerly RFPIO. Micheal explains his reasoning to drive this big rebrand. A company name needs to be memorable and encompass their value proposition. The rebrand went much deeper than a name change, he also recognized a need to align the sales team. Change can be scary, so careful planning and execution were key. 0:00 Intro1:36 Episode starts5:12 Michael's background6:50 Proposing a rebrand10:45 Timing, vision, alignment13:35 Listen to sales team16:10 Choosing “Responsive”19:35 Internal to external activation24:10 Roadblocks and goals of rebrand30:33 OutroCheck out The State of the B2B Podcast Listener report: Exclusively on The Juice Sign up for Modern Day Marketer (the newsletter)Follow Michael: LinkedIn | Responsive Follow The Juice:| Website | Blog | Twitter | LinkedInFollow Brett:| Twitter | LinkedIn

AI has become the secret weapon for many marketing teams. In the MarTech world, this goes one step further: many MarTech CMOs are not only embracing AI but pioneering its integration.  Three such CMOs are Adriana Gil Miner of Iterable, Christopher Willis of Acrolinx, and Andrew Bennett of Smartsheet. In this episode, we bring them together so they can share how they're marketing the AI that's making their respective products that much more powerful. Tune in to deep dive into their strategies for rising above the AI buzz, leveraging PR, community engagement, word-of-mouth campaigns, and the myriad ways their teams are harnessing AI.  For full show notes and transcripts, visit https://renegade.com/podcasts/ To learn more about CMO Huddles, visit https://cmohuddles.com/

This is part 1 of a special series about how organizations can streamline business processes, increase workflow efficiency and mitigate risk with hyperautomation. This series is brought to you by TEKsystems, a global provider of business and technology solutions. To help me discuss this topic, I'd like to welcome Jon Barton, a director at TEKsystems. RESOURCES The Agile Brand podcast website: https://www.gregkihlstrom.com/theagilebrandpodcast Sign up for The Agile Brand newsletter here: https://www.gregkihlstrom.com Get the latest news and updates on LinkedIn here: https://www.linkedin.com/company/the-agile-brand/ For consulting on marketing technology, customer experience, and more visit GK5A: https://www.gk5a.com The Agile Brand podcast is brought to you by TEKsystems.Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

Most marketing businesses concentrate on the artistic aspect of marketing. They are unaware that creativity is merely a component of marketing and that it is not always crucial. Business owners ought to also focus on the operational aspects of marketing, such as case studies and sales enablement tools. Doing so will enable your marketing system to roll and attract people to our business, resulting in growth. Nathan Yeung from Find Your Audience, a fractional marketing team that assists companies in finding solutions to all marketing-related issues and generates growth. Listen as Nathan discusses the benefits of focusing on operations in marketing, the value of having a CMO team, and the one-shot mentality. Don't miss this knowledgeable episode! Resources Find Your Audience Online Site Nathan Yeung on Facebook  Find Your Audience Marketing on Facebook

Lex chats with Cynthia Kleinbaum Milner, CMO at MoneyLion - a mobile banking and financial membership platform that integrates spending, saving, borrowing, and investing tools to empower consumers towards better financial wellness. Kincking off the conversation, Cynthia delves into the intricacies of charting a career in the ever-evolving landscape of digital transformation, sharing her transition from brand marketing to holistic marketing. As they navigate through industry insights, Cynthia provides a closer look at the challenges and strategies of targeting different sectors and personas, as well as marketing at scale across various business verticals. A significant portion of the discussion revolves around MoneyLion's journey. Cynthia charts the evolution of the platform, highlighting its transformation from its early days to a renowned digital banking platform, underscoring its core value proposition. This leads to an insightful conversation on the growth, valuation, and shifting fintech market trends that have shaped MoneyLion's trajectory. Cynthia goes on to detail the importance of financial literacy within the app, focusing on content evolution and user value. She further discusses the nuances of content discovery, the company's revenue model, and the balance between engagement and profitability. Navigating the tricky waters of financial influencers, Cynthia stresses the importance of balancing content quality with regulatory compliance. The podcast culminates with a forward-looking view, as Cynthia sheds light on MoneyLion's strategic priorities in the upcoming years. MENTIONED IN THE CONVERSATION MoneyLion's Website: https://bit.ly/45YHQVlCynthia's LinkedIn profile: https://bit.ly/460jn1S Topics: Fintech, marketing, brand, e-commerce, customer lifecycle, embedded finance, brand, Marketplace Companies: MoneyLion, Walmart, Bonobos, Nestle, Gilt Groupe, Even Financial, Malka, ZenDrive ABOUT THE FINTECH BLUEPRINT 

When it comes to marketing, a key element to success lies in a clear division between the person that is actually leading your marketing efforts, the one that is creating the strategy and the plan, and those people that are actually doing the work that are executing the plan, the implementation. Many businesses make common missteps that I will share with you today so that you don't have to make those same mistakes. If you are actively investing and marketing your business, this is an episode you do not want to miss. 

In this episode of The Next CMO podcast, I speak to Jeff Fleischman, CMO of Altimetrik, a data and digital engineering services company focused on helping companies transform their business to achieve better outcomes.Learn more about Jeff FleischmanLearn more about AltimetrikFollow Peter Mahoney on Twitter and LinkedInLearn more about Peter's company, AcceleratusLearn more about Planful for MarketingJoin The Next CMO CommunityRecommend a guest for The Next CMO podcastProduced by PodForte

In this episode, Steve Fretzin and Kevin Daisey discuss:Crafting your product around your client, not the other way around.Getting unstuck from making the same mistakes. How a podcast can help your marketing, no matter what field you're in. The secret about podcasting for lawyers.  Key Takeaways:Everything comes back to strategy. Results and growth over time always start with strategy. You need to be focused, have a plan, give your marketing strategies time, and have someone who is tracking the KPIs from it. Without the data, you don't know how to handle it, both good and bad. You can make anything successful if you stick to it and do it properly. Hosting a podcast is less work than you think if you have a great team behind you. You become a talk show host of your own, get the marketing, and get great content to repurpose.  "It's repurposing! You and me are recording this now. We can take this and make an article out of it. We can take clips, we can do video versions, we can do audio clips - there's so many things you can do to disperse it, and we did this recording one time." —  Kevin DaiseyGet a free copy of Steve's book “Sales-Free Selling” here: www.fretzin.com/sales-free-selling Thank you to our Sponsors!Get Staffed Up: https://getstaffedup.com/bethatlawyer/Overture: https://overture.law/Get Visible: https://www.getvisible.com/Episode References: Sign up for the next BE THAT LAWYER: Marketing Mavericks - September 28th, 2023 - https://www.fretzin.com/blog/category/events/The Game with Alex Hormozi$100M Leads by Alex Hormozi About Kevin Daisey: Kevin Daisey is a digital marketer & entrepreneur. He is the founder & CMO of Array Digital, a law firm marketing agency, and the host of The Managing Partners Podcast.  Connect with Kevin Daisey:  Website: https://thisisarray.com/Show: https://thisisarray.com/managing-partners-podcast/LinkedIn: https://www.linkedin.com/in/kevindaisey/LinkedIn: https://www.linkedin.com/company/arraydigital/Facebook: https://www.facebook.com/kevinldaisey/Instagram: https://www.instagram.com/kevindaisey/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911  Show notes by Podcastologist Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Kerry-Ann Stimpson, host of The Internal Marketing Podcast, joined us on The Modern People Leader.  We talked about the key pillars of internal marketing, why her company started an internal podcast, and how to use employee surveys to do internal marketing research. ---- (1:23) Good news stories (4:27) Kerry-Ann's career in marketing and how that led to her passion in the people space (7:05) Why she started The Internal Marketing Podcast (8:40) What JMMB does (10:50) The types of guests she's had on her podcast (12:30) What good internal marketing looks like (15:05) Why internal marketing still isn't getting the attention it deserves (19:20) The different between internal communications and internal marketing (20:58) The key pillars of internal marketing (23:02) Giving employees the tools and skills to build their personal brands (28:18) Starting your own internal podcast for your company (29:40) You don't need a fancy set up for your internal podcast (30:50) Using employee surveys to test the affinity for your brand (36:17) Auditing your recruitment process to identify people who are aligned with your mission, vision, and purpose of your brand (40:40) The CMO CPO partnership (45:15) Rapid fire questions ----

After 20 years of collaboration spanning Global Fortune 50 to early-stage startups, Tom Briggs has developed a refined approach to strategic CMO-level brand advisement with a focus on [product + market fit] and strategic competitive positioning for innovative and highly disruptive organizations and individuals. He is the founder of epigraph. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mike Bernard, CMO of Vendavo, explores strategies for improving your margins. Luxury brands like Louis Vuitton can command premium prices due to their exclusivity and status. In contrast, a wire manufacturer deals with a commodity where pricing is competitive. When setting prices for your product or service, it's crucial to assess its perceived value in the eyes of customers and align it with their willingness to pay. Today, Mike discusses whether your product is priced correctly or not. Show NotesConnect With:Mike Bernard: Website // LinkedInThe MarTech Podcast: Email // Newsletter // TwitterBenjamin Shapiro: Website // LinkedIn // TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Chief medical officers from around the region discuss plans for COVID, flu, and RSV in the upcoming months. Guests include Dr. Jennifer Watts, chief emergency management medical officer, Children's Mercy; Dr. Mark Steele, executive chief clinical officer, University Health; Dr. Chaksu Gupta, FCAP, CMO, Liberty Hospital; Dr. Jennifer Schrimsher, public health officer, Douglas County; infectious disease physician, Lawrence Memorial Hospital; Dr. Cliff Jones, vice president, subspecialty medicine, Stormont Vail Health; and Dr. Elizabeth Long, CMO, Olathe Health.

Mike Bernard, CMO of Vendavo, explores strategies for improving your margins. Luxury brands like Louis Vuitton can command premium prices due to their exclusivity and status. In contrast, a wire manufacturer deals with a commodity where pricing is competitive. When setting prices for your product or service, it's crucial to assess its perceived value in the eyes of customers and align it with their willingness to pay. Today, Mike discusses whether your product is priced correctly or not. Show NotesConnect With:Mike Bernard: Website // LinkedInThe MarTech Podcast: Email // Newsletter // TwitterBenjamin Shapiro: Website // LinkedIn // TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We're headed outside–well, almost–as Jim welcomes the Chief Marketing Officer of Autocamp, the 10-year-old red-hot hospitality company. AutoCamp is sometimes called the Airstream Hotel, as it offers overnight lodging and accommodations in modern Airstream suites and luxurious tents at locations such as Cape Cod, Yosemite National Park, the Russian River Valley, and Joshua Tree National Park. Julie has worked as CMO at Autocamp for about 18 months. This is Julie's third CMO role, after stints at Graduate Hotels and the Ace Hotel group. Like Jim, Julie is a Penn Stater, where she studied French Language & Literature before earning a Masters in Art History at Christie's. She joins Jim to talk about building unique brands within the hospitality industry and how she found her way to Autocamp. She also shares some of the incredible lessons she's learned from listening to her customers.So, lace up your hiking boots and join Jim as he welcomes a CMO who loves to run–and of course, “glamp” at just about any Autocamp.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.