Podcasts about fractional

Travis is joined by fractional CFO Pam Jordan, who helps entrepreneurs understand their numbers and build profitable, sustainable businesses. Pam brings a data-driven lens to the Travis Makes Money podcast P&L, breaking down exactly how the show generated $450,000 in 2025 and what that really means after costs and profit margins.​ On this episode we talk about: How the Travis Makes Money podcast generated $450,000 in 2025 and the three revenue streams behind it (ads, coaching, concierge growth services).​ Why ad and sponsorship income made up 70% of revenue and how aggressive publishing (up to 2–3 episodes per day) drove those results.​ The role of podcast coaching as a 14% revenue stream and how Travis helps entrepreneurs launch and grow shows that drive business.​ Concierge growth services (16% of revenue) and how getting booked on other podcasts can lead to clients, book deals, and big opportunities.​ The true cost structure of the podcast (30% direct production costs, 20% advertising) and why a 35% net operating income makes this a healthy media business.​ Top 3 Takeaways You can build a real, profitable income directly from a podcast, but it typically takes years, consistent content, and a strategic approach to revenue (not just downloads).​ Publishing more frequently—paired with dynamic ad insertion—can dramatically increase total monthly impressions and sponsorship revenue, often faster than trying to grow downloads per episode.​ Podcasting is more than ad dollars; it's a business development engine that creates content, sharpens communication skills, builds relationships, and can lead to coaching, services, and other high-margin offers.​ Notable Quotes "For 2025, Travis Makes Money podcast brought in $450,000, and 70% of that was ads and sponsorship income."​ "It proved a really big thing to me, which is that it is possible to turn the podcast itself into a full-time income."​ "It's not what you make that matters, it's what you keep."​ Connect with Pam Jordan: LinkedIn: https://www.linkedin.com/in/pamjordan/​ Facebook: https://www.facebook.com/PamjordanCFO/​ Instagram: https://www.instagram.com/pamjordancfo​ Other: Website – https://pamjordan.com​ Travis Makes Money is made possible by High Level – the All-In-One Sales & Marketing Platform built for agencies, by an agency. Capture leads, nurture them, and close more deals—all from one powerful platform. Get an extended free trial at gohighlevel.com/travis. Learn more about your ad choices. Visit megaphone.fm/adchoices

Interview with Alexis Sikorsky, Strategic Advisor Most founders hit a wall at $5 million in revenue. Alexis Sikorsky, who led a nine-figure private equity exit, shares the proven framework for breaking through. Start by auditing your time. List every task you handle, then delegate everything that doesn't absolutely require the founder's touch. Stop attending meetings where you add minimal value. Next, build financial clarity. Track 10-20 metrics monthly—not quarterly. Focus on cash flow, margins, customer lifetime value, and capital efficiency. Upgrade leadership strategically. Fractional executives deliver senior expertise without the full-time price tag, but hire cohesive teams rather than disconnected contractors. For exit planning, understand that PE firms evaluate three-year potential, not just current performance. Clean your EBITDA and learn their language early.

In this episode of the Real Estate Pros Podcast, host Micah Johnson interviews Alex Blackwood, CEO and co-founder of Mogul Club, a revolutionary platform that democratizes real estate investing. Alex shares insights into the user experience, investment process, and the unique value proposition of Mogul Club, which allows individuals to invest in real estate with minimal capital and without the traditional headaches associated with property management. The conversation also explores current market trends, the accessibility of real estate investments, and the future growth potential of Mogul Club.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Contractors who do not own their customer list will lose. As AI, search, and digital platforms continue to change, relying on Google, ads, or third party platforms puts your business at risk. In this episode of Service Business Mastery, we break down why owning your customer list is no longer optional for contractors and service business owners who want to survive and scale in the next decade. Joshua Crouch and Tersh Blissett sit down with Peter Murphy Lewis, founder of Strategic Pete, to explain how contractors can protect their business by building direct relationships with their audience, increasing client loyalty, and using AI driven systems without giving control to platforms they do not own. Search is changing. Ads are getting more expensive. Algorithms decide who wins and who disappears. If you do not own your audience, you are renting your business. This conversation explains exactly why owning your list matters more than ever and how contractors can start taking control now. What you will learn in this episode • Why contractors who rely only on ads and search are at risk • How AI is accelerating changes in customer acquisition • Why owning your customer list creates long term stability • How client loyalty protects your business during market shifts • The difference between renting attention and owning relationships • How to use content and systems to stay in front of your audience • Practical ways contractors can start building their list today This episode is for contractors and service business owners who want predictable growth, lower marketing risk, and long term control over their business. Timestamps 00:00 Why owning your customer list matters now 02:10 How AI is changing search and digital marketing 05:30 Why contractors lose when they rent attention 09:40 Client loyalty and long term business survival 14:30 Fractional leadership and strategic marketing explained 19:45 Why content builds ownership not dependence 25:20 Using systems to stay in front of your audience 31:40 How contractors can start owning their list 38:00 LinkedIn, partnerships, and direct relationships 43:10 Final lessons for contractors Follow the Host and Guest: Tersh Blissett: https://www.linkedin.com/in/tershblissett/ Josh Crouch: https://www.linkedin.com/in/josh-crouch/ Peter Murphy Lewis: https://www.linkedin.com/in/petermurphylewis/ Strategic Pete: https://www.linkedin.com/company/strategic-pete/   Connect with us on: • LinkedIn - https://www.linkedin.com/company/service-business-mastery • TikTok - https://www.tiktok.com/@servicebusinessmastery • Facebook - https://www.facebook.com/groups/servicebusinessmasterypodcast • Instagram - https://www.instagram.com/servicebusinessmasterypodcast This episode is kindly sponsored by: UpFrog CallRail CompanyCam Visit CompanyCam and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! MarketStorm priceguide   Learn how to automate tasks, save time, and increase your profit. No coding required!

In this episode, Yarin Gaon, Investor and Founder of Fractional Partners, explains why many companies in the $1 to $20 million range stall despite strong traction. He shares how financial and strategic clarity, focus, and the discipline to say no help founders scale profitably and build investable businesses. 

In this episode, Yarin Gaon, Investor and Founder of Fractional Partners, explains why many companies in the $1 to $20 million range stall despite strong traction. He shares how financial and strategic clarity, focus, and the discipline to say no help founders scale profitably and build investable businesses. 

In today's Banking With Life Q&A, James answers questions such as, “Does a high policy loan interest rate break IBC®?”, “Does Infinite Banking actually solve fractional reserve banking?”, and “If all money eventually passes through banks, what does ‘controlling the banking function' really mean?” As always, we hope you enjoy and thank you for listening!Make sure to like and subscribe to join us weekly on the Banking With Life Podcast!━━━Become a client!➫ https://www.bankingwithlife.com/how-to-fast-track-becoming-your-own-bankerBuy Nelson Nash's 6.5 hour Seminar on DVD here:➫ https://www.bankingwithlife.com/product/the-5-part-6.5-hour-video-series-nelson-nash-recorded-live/(Call us at (817) 790-0405 or email us at myteam@bankingwithlife.com for a DISCOUNT CODE)Register for our free webinar to learn more about Infinite Banking...➫ https://www.bankingwithlife.com/getting-started-webinar━━━Implement the Infinite Banking Concept® with the Infinite Banking Starter Kit...The Starter Kit includes Becoming Your Own Banker by R. Nelson Nash and the Banking With Life DVD by James Neathery.It's the perfect primer for everyone interested in becoming their own banker.Buy your starter kit here:➫ https://www.bankingwithlife.com/product/becoming-your-own-banker-infinite-banking-concept-starter-kit-special-offer/━━━Learn more about James Neathery here:➫ https://bankingwithlife.com━━━Listen on your iPhone with Apple Podcasts:➫ https://podcasts.apple.com/us/podcast/banking-with-life-podcast/id1451730017Listen on your Android through Stitcher:➫ https://www.stitcher.com/podcast/bank...Listen on Soundcloud:➫ https://soundcloud.com/banking-with-life-podcast━━━Follow us on Facebook:➳ https://www.facebook.com/jamescneathery/━━━Disclaimer:All content on this site is for informational purposes only. The content shared is not intended to be a substitute for consultation with the appropriate professional. Opinions expressed herein are solely those of James C. Neathery & Associates, Inc., unless otherwise specifically cited. The data that is presented is believed to be from reliable sources and no representations are made by James C. Neathery & Associates, Inc. as to another party's informational accuracy or completeness. All information or ideas provided should be discussed in detail with your Adviser, Financial Planner, Tax Consultant, Attorney, Investment Adviser or the appropriate professional prior to taking any action.

You could be losing money right now—not because you're not making enough, but because the wrong financial seat is filled in your business. In this episode, I break down what a fractional CFO actually does and why relying only on a bookkeeper or CPA can quietly hold you back from real financial freedom.I explain the key differences between compliance and leadership, why growing businesses are often too big not to have a CFO but too small for a full-time one, and how a fractional CFO helps you keep more of what you make, scale profitably, and make confident decisions with your money. If you've ever felt like you're doing all the work but not seeing the payoff, this episode will bring a lot of clarity.Timeline Highlights[0:00] What a fractional CFO is and why most business owners misunderstand the role[1:05] Why small businesses are too small for a full-time CFO—but too big to ignore the numbers[1:25] The real difference between a CFO, a bookkeeper, and a CPA[2:31] What business owners actually want from their businesses[3:22] How a fractional CFO helps businesses under and over $500k in revenue[4:01] The three-part financial foundation every business needs[4:57] A real example of scaling deal volume without profitability[5:56] Why making money and keeping money are two different skills[6:58] Why a CFO must speak entrepreneur language, not accountant language[8:28] The accountability gap most business owners don't realize they have[9:25] How a CFO helps you pay yourself, plan for taxes, and reduce stress[11:30] The true role of a CFO in building long-term financial freedomKey TakeawaysA fractional CFO is a financial leader focused on profitability and decision-making.Bookkeepers and CPAs focus on compliance, not guiding your business forward.Growing businesses need systems for cash, profit, and forecasting—not just reports.A CFO helps you scale profitably instead of growing into chaos.Financial clarity comes from strong foundations, dashboards, and accountability.Many owners need permission and structure to consistently pay themselves.When someone on your team is focused solely on profitability, results improve faster.Links & Resources:Book a free discovery call and see if a fractional CFO is right for your business: profitrei.comClosingThanks for spending time with me today. If this episode helped you understand the difference between a CFO, a bookkeeper, and a CPA, make sure to follow the show, leave a review, and share it with another business owner who's trying to scale without burning out. And if you're ready to apply what we talked about with real guidance and accountability, visit profitrei.com and book your free discovery call to start building financial clarity and freedom.

In this episode, Brent discusses fractional share real estate investments and what investors need to know before buying in. He explains how fractional ownership works, why these properties are often priced lower, and the key pros and cons investors should consider. Brent also covers the tax deductions many investors assume they can take but often cannot, along with other common issues that can affect returns and exit strategies. This episode is a must-listen for anyone evaluating fractional real estate as part of their investment plan. ___________________________________________________________________________________ Do you want access to the videos, drawings, templates, tools, and be able to get your questions answered on the live calls or in the community? We'd love to have you join the Wealth Game basics today to get some additional free resources, videos, and tools: Visit www.wealthgame.io For specific one on one, or group support for tax planning, strategy, tax preparation, bookkeeping, accounting, or other CPA firm related services, we recommend going to www.bementcompany.com to connected with our team of CPAs and professionals. Thank you for listening to another episode of the Wealth Game Podcast. The goal is to get informal yet actionable advice directly to business owners and investors. The episodes are intended to be short and simple to allow busy professionals to get right to the point of growing their wealth and reducing their taxes. For additional information and links to all available platforms please visit our website at www.wealthgame.io Contact Us: Websites: www.wealthgame.io www.bementcompany.com You can also stream The Wealth Game on: Spotify: https://open.spotify.com/show/5vKCgwK9K7zw1FrXoNAdoh?si=b95d0293bb4b41ad Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-game/id1638735155 Connect with Brent Bement: LinkedIn: www.linkedin.com/in/brentbement X: https://x.com/brentbement Instagram: https://www.instagram.com/brentbement/

#754 What if landing your next client didn't require spammy pitches, sleazy tactics, or burning bridges? In this episode, host Brien Gearin sits down with Lisa Fernandez, founder of Lisa Fernandez Agency, to unpack a practical, real-world approach to cold outreach that actually works. Lisa shares her journey from W-2 life to building a fractional business, why earning your first dollar matters more than chasing big hype numbers, and how specificity, authenticity, and value-first thinking can cut through inbox noise. From crafting subject lines that get opened to using Loom videos, playful follow-ups, and niche-specific offers, this conversation is a masterclass for freelancers, creators, and business owners who want to land clients without burning bridges — or burning out! What we discuss with Lisa: + Cold outreach that actually works + Specificity + authenticity framework + Earning your first dollar + Quality over quantity emails + Subject lines that get opened + Using Loom in cold outreach + Value-first offers (no hard pitch) + Fractional work vs. full-time jobs + Building income without burning bridges Thank you, Lisa! Check out Lisa Fernandez Agency at LisaFernandezAgency.com. Follow Lisa on Facebook, Instagram, and LinkedIn. Watch the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠video podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ of this episode! To get access to our FREE Business Training course go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MillionaireUniversity.com/training⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To get exclusive offers mentioned in this episode and to support the show, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠millionaireuniversity.com/sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

If the idea of going fractional feels exciting and terrifying at the same time — you're not alone. In this episode of Leading Women in Tech, we explore what fractional leadership really looks like for senior women who want more autonomy, impact, and alignment — without blowing up their careers. This episode is for you if: ◾You're curious about fractional work but worried about legality, stability, or time ◾You've been asked to "advise" startups or former colleagues — informally and often unpaid ◾You want meaningful, senior-level work without the full-time corporate trap ◾You're wondering if a portfolio or fractional career could be a smart next step Rather than hype or hustle culture, this conversation focuses on clarity. You'll learn: ◾What fractional leadership actually is (and what it isn't) ◾The three most common starting points women have when exploring fractional work ◾How to explore fractional leadership safely alongside a full-time role ◾The real fears women have — about contracts, confidence, pricing, and visibility — and how to address them ◾Why most fractional experiments fail (and how to avoid those mistakes) ◾How to test fractional work intentionally, without quitting or burning bridges This episode is not about deciding everything today. It's about understanding what's possible — so you can make your next move with confidence.

Podcast: The Weekly Wealth Podcast Host: David Chudyk, CFP® Guest: Mike Draper, Partner at CFO SystemsIf you're a business owner generating $2 million to $15+ million in annual revenue, one of your biggest risks may not be sales, competition, or employees — it may be your financial blind spot.In this episode of The Weekly Wealth Podcast, David Chudyk sits down with Mike Draper, Partner at CFO Systems, to explain how a fractional CFO helps business owners improve cash flow, make better strategic decisions, and prepare their company for long-term growth or a future sale.

Budgeting is one of the most overlooked and most critical skills for law firm owners. In this episode, Kevin Daisey is joined by Leah Miller, a fractional CFO who specializes in law firms, to break down how lawyers can finally get clarity around cash flow, expenses, marketing spend, and profitability. They discuss why so many firms struggle with budgeting, especially contingency and personal injury practices, and how simply reviewing your financial statements monthly can transform decision-making. Leah Miller shares practical frameworks for building a realistic budget, determining your true breakeven point, managing uneven cash flow, and avoiding common financial traps. You'll also learn how budgeting impacts marketing, hiring, tax planning, and long-term growth, and why having the right financial conversations early can save years of stress later. Today's episode is sponsored by The Managing Partners Mastermind. Click here to schedule an interview to see if we're a fit. If you're a law firm owner who wants to stop guessing and start leading with confidence, this episode is a must-listen. Chapters (00:00:00) - The Best Lawyers: Managing Partners Podcast(00:00:37) - Budgeting for Law Firm Executives(00:01:47) - How to Manage a Law Firm(00:05:49) - Law Firm Business Financials(00:10:35) - Budgeting for Marketing(00:13:39) - How to Manage Cash Flow in the Firm(00:16:38) - How many months of cash should a firm have on hand?(00:21:31) - How to Run a Business with a Roth IRA(00:27:34) - CFO vs Law Firm CFO: Making Smart Decisions(00:30:54) - Leah on Connecting With People

In this episode, I'm joined by Virginie Raphael — investor, entrepreneur, and philosopher of work — for a wide-ranging conversation about incentives, technology, and how we build systems that scale without losing their humanity. We talk about her background growing up around her family's flower business, and how those early experiences shaped the way she thinks about labor, value, and operating in the real economy. That foundation carries through to her work as an investor, where she brings an operator's lens to evaluating businesses and ideas. We explore how incentives quietly shape outcomes across industries, especially in healthcare. Virginie shares why telehealth was a meaningful shift and what needs to change to move beyond one-to-one, supply-constrained models of care. We also dig into AI, venture capital, and the mistakes founders commonly make today — from hiring sales teams too early to raising too much money too fast. Virginie offers candid advice on pitching investors, why thoughtful cold outreach still works, and how doing real research signals respect and fit. The conversation closes with a contrarian take on selling: why it's not a numbers game, how focus and pre-qualification drive better outcomes, and why knowing who not to target is just as valuable as finding the right people. If you're thinking about the future of work, building with intention, or navigating entrepreneurship in an AI-accelerated world, this episode is for you. And for more conversations like this, join us at Snafu Conference 2026 on March 5th, where we'll keep exploring incentives, human skills, and what it really takes to build things that last. Start (0:00) Reflections on Work, Geography, and AI Adoption Virginie shares what she's noticing as trends in work and tech adoption: Geographic focus: she's excited to explore AI adoption outside traditional tech hubs. Examples: Atlanta, Nashville, Durham, Utah, Colorado, Georgia, North Carolina, parts of the Midwest. Rationale: businesses in these regions may adopt AI faster due to budgets, urgency, and impatience for tech that doesn't perform. "There are big corporates, there are middle and small businesses in those geos that have budget that will need the tech… and/or have less patience, I should say, for over-hub technologies that don't work." She notes that transitions to transformational technology never happen overnight, which creates opportunities: "We always underestimate how much time a transition to making anything that's so transformational… truly ubiquitous… just tends to think that it will happen overnight and it never does." Robin adds context from her own experience with Robin's Cafe and San Francisco's Mission District: Observed cultural and business momentum tied to geography Mentions Hollywood decline and rise of alternative media hubs (Atlanta, Morocco, New Jersey) Virginie reflects on COVID's impact on workforce behaviors: Opened a "window" to new modes of work and accelerated change: "There were many preexisting trends… but I do think that COVID gave a bit of a window into what was possible." Emphasis on structural change: workforce shifts require multi-year perspective and infrastructure, not just trends. Investor, Mission, and Capital Philosophy Virginie clarifies she is an investor, not a venture capitalist, resisting labels and prestige metrics. "I don't call myself a venture capitalist… I just say investor." Focuses on outcomes over categories, investing in solutions that advance the world she wants to see rather than chasing trendy tech sectors. "The outcome we want to see is everyone having the mode of work that suits them best throughout their lives." Portfolio themes: Access: helping people discover jobs they wouldn't otherwise know about. Retention / support: preventing workforce dropouts, providing appropriate healthcare, childcare, and caregiving support. "Anyone anywhere building towards that vision is investible by us." Critiques traditional venture capital practices: Raising VC money is not inherently a sign of success. "Raising from a VC is just not a sign of success. It's a milestone, not the goal." Concerned about concentration of capital into a few funds, leaving many founders unsupported. "There's a sense… that the work we do commands a lot less power in the world, a lot less effectiveness than holding the capital to hire that labor." Emphasizes structural, mission-driven investing over chasing categories: Invests in companies that prevent workforce dropouts, expand opportunity, and create equitable access to meaningful work. Portfolio strategy is diversified, focusing on infrastructure and long-term impact rather than quick wins. "We've tracked over time what type of founders and what type of solutions we attract and it's exactly the type of deal that we want to see." Reflects on COVID and societal trends as a lens for her investment thesis: "COVID gave a bit of a window into what was possible," highlighting alternative modes of work and talent distribution that are often overlooked. Labor, Ownership, and Durable Skills Virginie reframes the concept of labor, wages, and ownership: "The word labor in and of itself… is something we need to change." Interested in agency and ownership as investment opportunities, especially for small businesses transitioning to employee ownership. "For a very long time… there's been a shift towards knowledge work and how those people are compensated. If you go on the blue-collar side… it's about wages still and labor." Emphasizes proper capitalization and alignment of funds to support meaningful exits for smaller businesses, rather than chasing massive exits that drive the VC zeitgeist. AI fits into this discussion as part of broader investment considerations. Childhood experience in family flower business shaped her entrepreneurial and labor perspective: Selling flowers, handling cash, and interacting with customers taught "durable skills" that persisted into adulthood. "When I think of labor, I think of literally planting pumpkin plants… pulling espresso shots… bringing a customer behind the counter." Observing her father start a business from scratch instilled risk-taking and entrepreneurial spirit. "Seeing my dad do this when I was seven… definitely part of that." Skills like sales acumen, handling money, and talking to adults were early lessons that translated into professional confidence. Non-linear career paths and expanding exposure to opportunity: Concerned that students often see only a narrow range of job options: "Kids go out of high school, they can think of three jobs, two of which are their parents' jobs… Surely because we do a poor job exposing them to other things." Advocates for creating more flexible and exploratory career pathways for young people and adults alike. Durable skills and language shaping work: Introduction of the term "durable skills" reframes how competencies are understood: "I use it all the time now… as a proof point for why we need to change language." Highlights the stigma and limitations of words like "soft skills" or "fractional work": Fractional roles are high-impact and intentional, not temporary or inferior. "Brilliant people who wanna work on a fractional basis… they truly wanna work differently… on a portfolio of things they're particularly good at solving." Work in Progress uses language intentionally to shift perceptions and empower people around work. Cultural significance of language in understanding work and people: Virginie notes that language carries stigma and meaning that shapes opportunities and perception. References Louis Thomas's essays as inspiration for attention to the nuance and power of words: He'll take the word discipline and distill it into its root, tie it back into the natural world." Robin shares a personal anecdote about language and culture: "You can always use Google Translate… but also it's somebody learning DIA or trying to learn dharia, which is Moroccan Arabic… because my fiance is Moroccan." Human-Positive AI, Process, and Apprenticeship Virginie emphasizes the value of process over pure efficiency, especially in investing and work: "It's not about the outcome often, it's about the process… there is truly an apprenticeship quality to venture and investing." Using AI to accelerate tasks like investment memos is possible, but the human learning and iterative discussion is critical: "There's some beauty in that inefficiency, that I think we ought not to lose." AI should augment human work rather than replace the nuanced judgment, particularly in roles requiring creativity, judgment, and relationship-building: "No individual should be in a job that's either unsafe or totally boring or a hundred percent automatable." Introduces the term "human-positive AI" to highlight tools that enhance human potential rather than simply automate tasks: "How do we use it to truly augment the work that we do and augment the people?" Project selection and learning as a metric of value: Virginie evaluates opportunities not just on outcome, but what she will learn and who she becomes by doing the work: "If this project were to fail, what would I still learn? What would I still get out of it?" Cites examples like running a one-day SNAFU conference to engage people in human-centered selling principles: "Who do I become as a result of doing that is always been much more important to me than the concrete outcomes of this thing going well." AI Bubble, Transition, and Opportunity Discusses the current AI landscape and the comparison to past tech bubbles: "I think we're in an AI bubble… 1999 was a tech bubble and Amazon grew out of it." Differentiates between speculative hype and foundational technological transformation: "It is fundamental. It is foundational. It is transformative. There's no question about that." Highlights the lag between technological introduction and widespread adoption: "There's always a pendulum swing… it takes time for massively transformative technology to fully integrate." AI as an enabler, not a replacement: Transition periods create opportunity for investment and human-positive augmentation. Examples from healthcare illustrate AI's potential when applied correctly: "We need other people to care for other people. Should we leverage AI so the doctor doesn't have to face away from the patient taking notes? Yes, ambient scribing is wonderful." Emphasizes building AI around real human use cases and avoiding over-automation: "What are the true use cases for it that make a ton of sense versus the ones we need to stay away from?" History and parallels with autonomous vehicles illustrate the delay between hype and full implementation: Lyft/Uber example: companies predicted autonomous vehicles as cost drivers; the transition opened up gig work: "I was a gig worker long before that was a term… the conversation around benefits and portability is still ongoing." AI will similarly require time to stabilize and integrate into workflows while creating new jobs. Bias, Structural Challenges, and Real-World AI Experiments Discusses the importance of addressing systemic bias in AI and tech: Shares the LinkedIn "#WearThePants" experiment: women altered gender identifiers to measure algorithmic reach: "They changed their picture, in some cases changed their names… and got much more massive reach." Demonstrates that AI can perpetuate structural biases baked into systems and historical behavior: "It's not just about building AI that's unbiased; it's about understanding what the algorithm might learn from centuries of entrenched behavior." Highlights the ongoing challenge of designing AI to avoid reinforcing existing inequities: "Now you understand the deeply structural ingrained issues we need to solve to not continue to compound what is already massively problematic." Parenting, Durable Skills, and Resilience Focus on instilling adaptability and problem-solving in children: "I refuse to problem solve for them. If they forget their homework, they figure it out, they email the teacher, they apologize the next day. I don't care. I don't help them." Emphasizes allowing children to navigate consequences themselves to build independence: "If he forgets his flute, he forgets his flute. I am not making the extra trip to school to bring him his flute." Everyday activities are opportunities to cultivate soft skills and confidence: "I let them order themselves at the restaurant… they need to look the waiter in the eye and order themselves… you need to speak more clearly or speak loudly." Cultural context and exposure shape learning: Practices like family meals without devices help children appreciate attention, respect, and communication: "No iPad or iPhone on our table… we sit properly, enjoy a meal together, and talk about things." Travel and cultural exposure are part of teaching adaptability and perspective: "We spent some time in France over the summer… the mindset they get from that is that meals matter, and people operate differently." Respecting individuality while fostering independence: "They are their own people and you need to respect that and step away… give them the ability to figure out who they are and what they like to do." Parenting as a balance of guidance and autonomy: "Feel like that was a handbook that you just offered for parenting or for management? Either one. Nobody prepares you for that… part of figuring out." Future of Work and Technology Horizons Timeframes for predicting trends: Focus on a 5-year horizon as a middle ground between short-term unpredictability and long-term uncertainty: "Five years feels like this middle zone that I'm kind of guessing in the haze, but I can kind of see some odd shapes." Short-term (6–18 months) is more precise; long-term (10–15 years) is harder to anticipate: "I'm a breezy investor. Six months at a time max… deal making between two people still matters in 18 months." Identifying emerging technologies with latent potential: Invests in technologies that are ready for massive impact but haven't yet had a "moment": "I like to look at technologies that have yet to have a moment… the combo of VR and AI is prime." Example: Skill Maker, a VR+AI training platform for auto technicians, addressing both a labor shortage and outdated certification processes: "We are short 650,000 auto technicians… if you can train a technician closer to a month or two versus two years, I promise you the auto shops are all over you." Focuses on alignment of incentives, business model innovation, and meaningful outcomes: "You train people faster, even expert technicians can benefit… earn more money… right, not as meaningful to them and not as profitable otherwise." Principles guiding technology and investment choices: Solving enduring problems rather than temporary fads: "What is a problem that is still not going to go away within the next 10–15 years?" Ensuring impact at scale while creating economic and personal value for participants: "Can make a huge difference in the lives of 650,000 people who would then have good paying jobs." Scaling, Incentives, and Opportunity Re-examining traditional practices and identifying opportunities for change: "If you've done a very specific thing the exact same way, at some point, that's prime to change." Telehealth is an example: while helpful for remote access, it hasn't fundamentally created capacity: "You're still in that one-to-one patient's relationship and an hour of your time with a provider is still an hour at a time." Next version of telehealth should aim to scale care beyond individual constraints: "Where do we take telehealth next… what is the next version of that that enables you to truly scale and change?" Incentives shape outcomes: "Thinking through that and all the incentives… if I were to change the incentives, then people would behave differently? The answer very often is yes, indeed." Paraphrasing Charlie Munger: "Look for the incentives and I can tell you the outcome." Founders, Pitching, and Common Mistakes Pet peeves in founder pitches: Lack of research and generic outreach is a major turn-off: "I can really quickly tell if you have indeed spent a fraction of a minute on my site… dear sir, automatic junk. I won't even read the thing." Well-crafted, thoughtful cold inbound pitches get attention: "Take some time. A well crafted cold inbound will get my attention… you don't need to figure out an intro." Big mistakes entrepreneurs make: Hiring too early, especially in sales: "Until you have a playbook, like don't hire a sales team… if you don't have about a million in revenue, you're probably not ready." Raising too much capital too quickly: "You get into that, you're just gonna spend a lot more time fundraising than you are building a company." Comparing oneself to others: "You don't know if it's true… there's always a backstory… that overnight success was 15 years in the making." Sales Strategy and Non-Sales Selling Approach is contrarian: focus on conversion, not volume: "It is not a numbers game. I think it's a conversion game… I would much rather spend more time with a narrower set of targets and drive better conversion." Understanding fit is key: "You gotta find your people… and just finding who is not or should not be on your list is equally valuable." Recognizes that each fund and business is unique, so a tailored approach is essential: "The pitch is better when I'm talking to the quote unquote right people in the right place about the right things." Where to Find Virginie and Her Work Resources for listeners: Full Circle Fund: fullcirclefund.io  Work in Progress: workinprogress.io  LinkedIn: Virginie Raphael  Where to Access Snafu Go to joinsnafu.com and sign up for free.  

Is your weight lifting stalling even though you are training consistently and doing everything right?Many men over 50 put in the work but find that strength gains slow down while joints push back. The issue is often not effort or discipline. It is how progress is measured and applied as the body changes. This conversation, with Mike Reed, founder of Micro Gainz, speaks directly to men who want continued results without unnecessary wear and tear, and who care about longevity as much as numbers on the bar.Listeners will discover:How progressive overload applies differently in strength training for men over 50Why fractional weight plates allow progress without forcing big jumpsHow Micro Gainz® supports controlled, repeatable increases in trainingPress play to gain clarity on how small, precise changes can restore momentum and confidence in the gym.If you find this episode helpful, please subscribe and share it with friends and family.

What if you could legally raise capital from friends, family, and your community without running into the red tape that derails so many first-time raises? In this episode of the Hero Capital Show, we sit down with Stella Han, founder of Fractional, to unpack how her platform has facilitated over $600M raised in the last five years by rethinking how capital is pooled and deployed. Stella shares her personal journey from real estate investor to tech founder, including a failed early raise that cost her tens of thousands of dollars and sparked the insight behind investment clubs. We dive into how investment clubs work, why the SEC treats them differently from syndications, when they outperform traditional 506 structures, and how operators can responsibly scale capital raising while engaging both accredited and non-accredited investors. If you're an investor or entrepreneur looking for smarter, more flexible ways to raise capital—and avoid costly early mistakes—this is an episode you can't afford to miss. 5 Key Takeaways from This EpisodeWhy investment clubs aren't treated as securities Stella explains how active participation—especially in deal selection and voting—is the key reason the SEC does not regulate investment clubs like traditional syndications. When an investment club beats a syndication or fund For raises around $5M or less, investment clubs can unlock capital from both accredited and non-accredited investors while offering a more engaging “seat at the table” experience. How to raise capital without a deal under contract By raising around a clearly defined investment thesis or buy box, operators can secure capital first and deploy it only after members vote on deals—similar to a fund, but without securities filings. Turning soft commitments into real commitments Fractional uses a small upfront transaction fee from investors to replace verbal promises with real financial commitment, dramatically reducing last-minute dropouts. Using investment clubs alongside syndications Stella outlines how sophisticated operators run clubs and syndications in parallel—using clubs to engage broader communities while still raising larger checks through traditional structures.About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim Mai 

Welcome to episode 313 of Grow Your Law Firm, hosted by Ken Hardison. In this episode, Ken sits down with Eric Sanchez and Stacie Monahan of Maestro Strategic Partners for a practical conversation about what it really takes to scale a law firm without breaking the business. They dig into the role of a true second-in-command and executive team, why "yes people" and echo chambers quietly stall growth, and how firms have to re-engineer systems as they move from a small shop to a larger operation. Eric and Stacie also share what they're seeing in the market around technology and AI adoption, and why execution, culture, and strong middle management become non-negotiable as headcount and complexity rise. What you'll learn about in this episode: Why law firm growth requires "second-in-command" leadership - How strong executive teams unlock the owner's highest-value work - Why avoiding "yes people" prevents echo chambers and stalled success Scaling changes everything - Why what worked at 30 people breaks at 70, 100, and beyond - How intake and operations must be re-engineered as volume increases What Maestro Strategic Partners actually does - Fractional leadership, advisory support, and vendor selection guidance - Helping firms cut through "AI snake oil" and adopt tech that fits The real issue with "lifers" and blockers - Why longevity isn't the same thing as loyalty - Options: restructure, scaffold, isolate, or part ways to protect culture Culture and execution as competitive advantages - Why execution beats ideas and values help make hard calls fast - How technology is becoming mandatory for survival, not just growth       Resources: Website: mstratpartners.com LinkedIn: linkedin.com/company/maestro-strategic-partners Facebook: facebook.com/maestrostrategic Book: amazon.com/Invested-Leadership-Empower-Your-Heart/dp/1544547218 Additional Resources:    https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind https://calendly.com/jenna-pilmma/strategy-session-with-pilmma   AI for PI Expo:   www.pilmma.org/ai-for-pi-expo

Why are fractional leaders becoming the secret weapon for modern growth? Live from Marketingland Festival, Sangram Vajre (co-founder and CEO of GTM Partners, Wall Street Journal bestselling author of MOVE) breaks down how experienced operators can turn their expertise into a high-value fractional business…without burning out or undercharging. You'll learn: -Why the market is shifting from hiring full-time execs to paying for fractional outcomes - The 3 fastest paths to landing your first clients (hint: your first five are already in your network) - How to package your expertise into frameworks + outcomes clients will actually pay for Whether you're brand new to fractional work or ready to scale what you've already started, this session will help you rethink how you price yourself, position your value, and build a business that's simple, profitable, and built to last. Follow Sangram: LinkedIn: https://www.linkedin.com/in/sangramvajre/ Sign up for The Marketing Millennials newsletter: https://themarketingmillennials.com/Daniel is a Workweek friend, working to produce amazing podcasts. To find out more, visit: https://workweek.com/

In his previous appearance on the podcast, in November 2022, Jai Dolwani was the CMO of a wine subscription company that would shortly declare bankruptcy. It was his third struggling startup, he says, prompting "serious self-reflection."He pivoted to entrepreneurship and launched The Starters, a marketplace for fractional ecommerce talent, in late 2023. The company has thrived, having attracted more than 600 freelancers and 500 client brands. In this episode, Jai addresses the demand for ecommerce talent, tips for hiring freelancers, and plans for 2026 and beyond.For an edited and condensed transcript with embedded audio, see:  https://www.practicalecommerce.com/ecommerce-success-with-fractional-talentFor all condensed transcripts with audio, see: https://www.practicalecommerce.com/tag/podcasts******The mission of Practical Ecommerce is to help online merchants improve their businesses. We do this with expert articles, podcasts, and webinars. We are an independent publishing company founded in 2005 and unaffiliated with any ecommerce platform or provider. https://www.practicalecommerce.com

In this episode of The Rainmaking Podcast, Scott Love sits down with Chad Dean, Managing Partner of Integrated Management Resources, to discuss how professionals can avoid common career pitfalls—and recover strategically when missteps occur. Drawing on nearly three decades of experience recruiting senior finance and accounting leaders, Chad emphasizes the importance of slowing down decision-making, understanding true motivations for change, and avoiding reactionary moves driven solely by compensation. He explains why culture, leadership trust, and long-term growth potential are far more reliable indicators of a successful career move than short-term financial gain, and why many professionals benefit from having a neutral sounding board before making major decisions. The conversation also explores how to navigate career setbacks, including short tenures, leadership mismatches, or ethical red flags, without derailing long-term credibility. Chad offers practical guidance on when it makes sense to exit a role quickly, how to frame career narratives with clarity and confidence, and why mentorship, networking, and disciplined self-care are essential for long-term career resilience. This episode provides thoughtful, grounded advice for professionals who want to manage their careers deliberately, minimize regret, and position themselves for sustained success—even in the face of uncertainty or change. Visit: https://therainmakingpodcast.com/ YouTube: https://youtu.be/R-EAamsckBQ ----------------------------------------

Most B2B brands think growth comes from turning everything up: more campaigns, more hustle, more competitive swagger. But the brands people actually follow know when to slow down, tune out the noise, and get real.That's the unexpected lesson of KPop Demon Hunters, a movie that uses K-pop stardom, rivalry, and emotional honesty to show what makes an audience stay loyal. In this episode, we break down his marketing lessons with the help of our special guest Ray Lin, Fractional Head of Marketing.Together, we explore what B2B marketers can learn from pacing for quality, standing for something bigger than the rivalry, and making vulnerability a trust engine that drives demand.About our guest, Ray LinRay Lin is a mission-driven marketing leader who turns messy funnels into clean revenue. Over 13+ years across SaaS, marketplaces, and wellness tech, he's built demand gen and ABM machines that actually align with sales—and he's unapologetically pro-AI when it lifts both creativity and efficiency.A Bay Area native and former sports writer turned “accidental but strategic marketer,” Ray believes great marketing is H2H—human to human—before it's ever B2B. He's led and rolled up his sleeves across demand gen, digital, ABM, field, performance, growth, content, product marketing, and lifecycle CRM, with 8+ years inside B2B2C marketplaces like Grubhub, Wellhub and SeatGeek.If your pipeline's leaky, your teams are siloed, or “content” isn't moving deals, Ray's the marketing leader who fixes the system, centers the customer, and gets momentum back on the scoreboard.What B2B Companies Can Learn From KPop Demon Hunters:Work smarter, not harder. KPop Demon Hunters shows that momentum dies when you confuse output with impact. Ray pulls a direct B2B parallel: “one of the lessons that come from Golden is working smarter, not harder… [Marketers] a lot think that extra 10 attempts at ad creative or 10 extra emails that you queue up in your CRM are gonna make all the difference. When in reality, it's about quality, not quantity.” For B2B, this movie is your warning label: speed without intention burns out the team and blurs the story. Make fewer bets, make them sharper, and give your work room to land.Compete with conviction, not contempt. The movie's diss track, Takedown, is a trap: when your identity becomes anti-them, you shrink your own story. Ray says it plainly: “Don't let competitive obsession poison your well.” The point isn't to never compete, it's how you compete. If your positioning is mostly about your rival, you've already let them write your narrative. Lead with what you stand for, and you won't need a villain to feel heroic.Let vulnerability be your differentiator. The movie's emotional turn lands because the heroes stop performing perfection and start telling the truth. That's the B2B move too: honesty travels farther than polish. Ray says, “ The power of vulnerability and transparency… can really skyrocket a B2B brand.” In B2B, authenticity isn't a vibe, it's a trust engine. Build a brand worth believing in.Quote“Always be ready. You don't know what's gonna be a hit and what's not going to. And when it does happen, know how to capitalize on it. And the multiple prongs, the octopus of this behemoth that is KPop Demon Hunters, I think, is that it has all these tentacles… [and] is what makes it so powerful. You can't plan for the success of one tentacle without thinking at least about the others.”Time Stamps[00:55] Meet Ray Lin, Fractional Head of Marketing[02:15] Why KPop Demon Hunters?[05:10] Role of a Fractional Head of Marketing[06:20] Behind the Scenes of KPop Demon Hunters[16:00] B2B Marketing Lessons from KPop Demon Hunters[27:00] High Concept Storytelling in Media[40:57] Final Thoughts and TakeawaysLinksConnect with Ray on LinkedInAbout Remarkable!Remarkable! is created by the team at Caspian Studios, the premier B2B Podcast-as-a-Service company. Caspian creates both nonfiction and fiction series for B2B companies. If you want a fiction series check out our new offering - The Business Thriller - Hollywood style storytelling for B2B. Learn more at CaspianStudios.com. In today's episode, you heard from Ian Faison (CEO of Caspian Studios) and Meredith Gooderham (Head of Production). Remarkable was produced this week by Jess Avellino, mixed by Scott Goodrich, and our theme song is “Solomon” by FALAK. Create something remarkable. Rise above the noise. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Growing a business isn't just about what you build, it's about who you build it with. In this episode, Nathaniel Chapman speaks with Abigail Wilmore about the power of fractional CPOs and why leadership matters earlier than most businesses expect.Follow Impel TalentLinkedIn: Impel TalentTwitter: @ImpelTalentFacebook: @Impel TalentInstagram: @ImpelTalentJoin us for illuminating discussions, practical insights, and a roadmap for thriving in an ever-shifting world. Subscribe now and join the conversation as we break new ground in leadership excellence!

Every big agency has a CFO but what does a CFO really do? When do you need one?We sit down with Jody Grunden, a virtual CFO for creative and marketing agencies to explain in detail.Jody has been a fractional CFO for business and agencies for over 20 years. We sit down and talk to him to learn why an agency might want a CFO and the difference between a fractional one versus an internal one.Jody talks about the "messy" range between $1.5m and $5m where operations and finances start breaking for most agencies and how to get through it.We also press him on tips and strategies agencies can start doing today to avoid the chaos of hitting that range and falling into plummeting profitability as most agencies begin to scale.-----Find Jody online:https://www.linkedin.com/in/jodygrundenhttps://anderscpa.com/Email Jody at:jgrunden@anderscpa.com-----JOIN THE FREE DISCORDhttps://discord.gg/uvHRRRFVRDOur recommended agency tools:everbrospodcast.com/recommended-tools/----------------------------------⭐⭐⭐⭐⭐As always, if you enjoyed this episode or this podcast in general and want to leave us a review or rating, head over to Apple and let us know what you like! It helps us get found and motivates us to keep producing this free content.----------------------------------Want to connect with us? Reach out to us on the everbrospodcast.com website, subscribe to us on YouTube, or connect with us on socials:YouTube: @agencygrowthpodcastTwitter/X: @theagency_uLinkedIn: linkedin.com/company/agencypodcastFacebook: facebook.com/theagencyuInstagram: @theagencyuReddit: r/agency & u/JakeHundleyTikTok: @agency.u

On today's Legally Speaking Podcast, I'm delighted to be joined by Brett Colvin. Brett is the CEO and Co-Founder of Goodlawyer, branded Canada's most trusted in-house counsel network, Goodlawyer provides cost-effective in-house legal solutions. Goodlawyer has helped over 5,000 businesses and they are just at the start of their venture. So why should you be listening in? You can hear Rob and Brett discussing:- Flexible Legal Careers with Goodlawyer- Embracing New Legal Technology- Leadership & Company Culture- Strategic Customer Focus- Community and Brand BuildingConnect with Brett Colvin here - https://ca.linkedin.com/in/brettrcolvin

How Fractional CMOs Drive Results With Messaging, Media, and Momentum In this episode of Local SEO Tactics, Bob sits down with Joshua Altman, Managing Director at Beltway Media and a seasoned fractional CMO, to unpack the real-world strategies businesses can use to streamline their marketing. Whether you're a founder juggling operations and outreach, or a startup team struggling to gain traction, Joshua shares actionable insights on messaging, media strategy, and why fractional leadership might be the game-changer your business needs. Learn how to build brand trust, navigate SEO and paid ads, and scale your visibility without blowing your budget. What You'll Learn  Why a fractional CMO might be the smartest hire for your growing business How to repurpose content across platforms for maximum exposure Real-world SEO and media strategies that actually drive visibility Tired of trying to "do it all" in your business? Learn how a fractional marketing expert like Joshua Altman can help you lead with strategy, not stress.

In this week's podcast, Stewart Gandolf picks the brain of Michael Baer, a fractional CMO who's added value to healthcare organizations. Learn what he means by “stratecution” and why it's a crucial concept for successful marketers.

In this episode, Shannon sits down with Dawni Baxter — founder of a boutique marketing agency and a multi-passionate entrepreneur leading the movement in ethical, human-first marketing. Dawni brings a refreshing perspective to an industry filled with noise, inflated promises, and confusing pricing structures. Together, Shannon and Dawni dive into: ✨ How to navigate marketing relationships with confidence ✨ Why transparency and trust are the backbone of ethical marketing ✨ What to look for (and avoid) when hiring a marketing agency or contractor ✨ The power of outsourcing — even when it feels uncomfortable ✨ Why real marketing results require time, patience, and accurate data ✨ How fractional marketing directors provide expert support without bloated retainers Dawni shares why she helped develop the first global regulation for social media managers in the UK, and how her agency champions organic reach and integrity over pushy sales strategies. This conversation is a must-listen for any entrepreneur — especially solo retreat leaders — who wants to grow sustainably, avoid costly marketing mistakes, and build relationships rooted in alignment and trust. Key Takeaways Ethical marketing is about humans first, not hustle culture. Due diligence is essential — marketing professionals are great at marketing themselves. Trust your instincts: if a partner feels off, overpriced, or vague, walk away. There is no standardized pricing in marketing — and that's exactly why transparency matters. Fractional marketing directors are a powerful option for small businesses who need strategy without full-time overhead. Outsourcing is uncomfortable — but it's one of the fastest ways to grow as a founder. Real marketing results come from consistent data over 12–18 months… not overnight "miracles." Quick exits from misaligned relationships often save you more time and money than sticking it out. Listen to This Episode If You: Want to better understand Tantra from a grounded, professional lens. Are interested in how men can contribute meaningfully in the retreat space. Need inspiration for creating safer, more inclusive, and more profitable retreats. Are a retreat leader looking to blend purpose and profit without compromising integrity. About Dawni Baxter: Dawn Baxter is a Social Media and selling guru. Multi Business owner including Beyond the Dawn Digital LTD a full house digital marketing brand & agency. Dawn is passionate about helping female entrepreneurs build sustainable brands, community and sales using social media as a connection tool. A leading UK female entrepreneur in digital business systems and strategy, social media, sales and audience growth. Dawn successfully builds digital business models that increase income, and can be actioned both remotely and around the important things in your life, like children, friends and loved ones. Dawn has had careers in sales, customer service, buying & merchandising sector and corporate retail within some of the biggest luxury brands in the UK In 2020 her offers of coaching and training in all areas to service and product based businesses alike helped self employed and SME's to navigate through the Covid Crisis and get their offerings in the digital space. Many made more income than with their previous business model. She has a passion to support small business and the entrepreneurial spirit and inspire people to try the careers that can make them truly happy. Dawn believes in personal growth and has put herself through numerous trainings in graphic design, digital marketing, Coaching and Positive Psychology to be able to pursue her dreams and is always constantly learning and upscaling. She is warm and inclusive and wants to make the world a pretty place. Connect with Dawni: www.beyondthedawndigital.com    The Retreat Leaders Podcast Resources and Links: Learn to Host Retreats Join our private Facebook Group Top 5 Marketing Tools Free Guide Get your legal docs for retreats Join Shannon in Denver at the Retreat Industry Forum  Join our LinkedIn Group Apply to be a guest on our show   Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let's create a vibrant retreat community together!   Subscribe:  Apple Podcast | Google Podcast | Spotify ---------- TIMESTAMPS Dawni's Background & Ethical Marketing (00:01:20) Dawni shares her multi-passionate journey, agency's human-first approach, and creating the first regulation for social media managers. Changing Perceptions of Marketing Agencies (00:02:40) Discussion on negative perceptions of marketing, ethical standards, and the agency's quality standard. Misconceptions About Marketing Agencies (00:04:52) Shannon and Dawni address common fears: high costs, unclear returns, and the importance of organic reach. Due Diligence & Evaluating Agencies (00:05:51) Dawni explains why skepticism is healthy, how to vet agencies, and the importance of transparency and value. Pricing Structures & Transparency (00:09:12) Dawni reveals the lack of regulated pricing in marketing and tips for assessing agency pricing and openness. Value of Exploratory Calls (00:10:11) Advice on seeking agencies that offer value upfront and the significance of exploratory calls. Retreat Industry Forum Announcement (00:10:46) Shannon promotes the upcoming Retreat Industry Forum event in Denver. Importance of Marketing Support for Solopreneurs (00:12:17) Shannon emphasizes why solopreneurs need marketing support, either in-house or outsourced. Fractional Marketing & Flexible Support (00:13:35) Dawni discusses affordable, flexible options like fractional marketing directors and short-term contracts. Testing Agency Relationships & Learning (00:17:32) Encouragement to try agencies on a trial basis, learn from mismatches, and adapt as needed. Red Flags & Relationship Building (00:18:28) Shannon shares a negative agency experience and stresses monitoring alignment and communication. Marketing as Relationship Building (00:19:39) Dawni compares marketing to dating, emphasizing gradual trust-building and the value of expert guidance. Letting Go & CEO Growth (00:23:08) Dawni describes the transformation when entrepreneurs trust experts, leading to business and personal growth. Outsourcing Before You're Ready (00:24:18) Advice to outsource marketing a step before feeling ready, without causing financial strain. Financial Stretch & CEO Space (00:25:25) Shannon shares her experience with hiring help, creating space for CEO-level work, and the need for expert eyes. Timeframe for Marketing Results (00:27:01) Discussion on realistic expectations for marketing ROI, typically requiring at least six months. Data, Metrics, and Long-Term Strategy (00:27:25) Dawni explains the importance of data, why viral moments can be misleading, and the need for long-term analysis. No Quick Fixes in Marketing (00:31:38) Dawni debunks quick-result promises, emphasizing testing, adaptation, and the impossibility of guarantees. Global Relevance & Dawni's Work (00:32:47) Shannon notes Dawni's agency works worldwide and mentions Dawni's recent photo shoots. Social Media Content & Travel (00:33:31) Dawni shares about creating social media content in various international locations. Closing & Farewell (00:34:10) Shannon thanks Dawni, wraps up the episode, and shares where listeners can find more resources.

Innovation occurs across many areas, and compliance professionals need not only to be ready for it but also to embrace it. Join Tom Fox, the Voice of Compliance, as he visits with top innovative minds, thinkers, and creators in the award-winning Innovation in Compliance podcast. In this episode, host Tom Fox welcomes back Gerry Zack to discuss a novel service offering in the compliance and risk management community: fractional and adjunct risk professionals. Zack explains how these roles can supplement companies that lack certain expertise or can't afford full-time positions, particularly highlighting the benefits of long-term relationships. The discussion also covers the distinctions between compliance and broader risk management, the flexibility of fractional contracts, and the importance of alignment in risk management practices across different organizational departments. Key highlights: Exploring the Concept of Fractional CCO Long-term Benefits of Fractional Roles Risk Professional Services vs. Compliance Applications and Benefits of Fractional Roles Challenges and Considerations Resources: Gerry Zack on LinkedIn Risk-Trek website Innovation in Compliance was recently ranked 4th among Risk Management podcasts by 1,000,000 Podcasts.

THE PILOT TO PILOT MAGAZINE HAS LANDED!!!!!Thirteen articles + thirteen companion podcasts.Read. Listen. Share.Thinking about making the jump from fractional to the airlines—or wondering which path is right for you? In this episode, I break down my personal experience going from flying the Citation Latitude at a fractional operation to flying a 737 as a major airline pilot.We cover the real pros and cons of each career path: the seven-day work weeks and FBO life of fractional flying versus the "turn left and you're done" simplicity of airline operations. From quality of life changes after becoming a parent to the grind of short-call reserve, I try to give an honest, no-holds-barred comparison of both worlds.Whether you're chasing Garmin avionics and owner interactions or looking for longer overnights and schedule predictability, this episode will help you understand what to expect from each side of the professional pilot world.Topics covered:Quality of life: 7 on 7 off vs. airline schedulingCustomer service and crew dynamicsThe reality of short-call reserveMaking the decision that's right for your family

What does it really take to go from losing $55,000 to raising over $400 million? In this episode of the Disruptors Podcast, we sit down with Stella Han, founder of Fractional, to break down how she rebuilt after a major financial loss and went on to help founders, operators, and investors raise hundreds of millions through a new capital model. Follow Stella Han https://www.linkedin.com/in/hanstella https://www.instagram.com/hellastellah https://www.fractional.app Watch this episode on YouTube ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/watch?v=Dc6tyyTTu7I

What happens when a lifelong hairstylist-turned-life-coach steps away from the salon and builds one of the most flexible, hyper-local coworking models I've ever seen? You get The Foundry Workspaces, created and operated by Vena Boddy, who brings an action-oriented, community-centered approach to coworking that works beautifully in her Michigan suburb. In this episode, Vena shares her unexpected journey into coworking, how her husband's early entrepreneurial experiences inspired their model, and why she leaned fully into fractional private offices instead of the typical dedicated office or open coworking setup. If you've ever wondered whether part-time private offices can actually work, Vena is proof that they can—not only functionally, but profitably. We talk about: How her background as a hairstylist and certified life coach shaped her philosophy as an operator How she runs a mostly unstaffed space while still delivering a boutique, high-touch experience Why her day passes and conference room rentals have become an unexpectedly strong revenue driver The power of being embedded in the local community—especially in smaller markets Why her 24 five-star Google reviews in year one are no accident The Foundry Workspaces' next chapter: a new workshop space coming in 2026 Vena's story is such a refreshing reminder that coworking doesn't have to look one certain way. You can take the space you already have, design around the needs of the people in your community, and create something that is profitable, personal, and sustainable. Resources Mentioned in this Episode: Vena Boddy on LI The Foundry Workspaces' website Everything Coworking Featured Resources: Masterclass: 3 Behind-the-Scenes Secrets to Opening a Coworking Space Coworking Startup School Community Manager University Follow Us on YouTube

What happens when a lifelong hairstylist-turned-life-coach steps away from the salon and builds one of the most flexible, hyper-local coworking models I've ever seen? You get The Foundry Workspaces, created and operated by Vena Boddy, who brings an action-oriented, community-centered approach to coworking that works beautifully in her Michigan suburb. In this episode, Vena shares her unexpected journey into coworking, how her husband's early entrepreneurial experiences inspired their model, and why she leaned fully into fractional private offices instead of the typical dedicated office or open coworking setup. If you've ever wondered whether part-time private offices can actually work, Vena is proof that they can—not only functionally, but profitably. We talk about: How her background as a hairstylist and certified life coach shaped her philosophy as an operator How she runs a mostly unstaffed space while still delivering a boutique, high-touch experience Why her day passes and conference room rentals have become an unexpectedly strong revenue driver The power of being embedded in the local community—especially in smaller markets Why her 24 five-star Google reviews in year one are no accident The Foundry Workspaces' next chapter: a new workshop space coming in 2026 Vena's story is such a refreshing reminder that coworking doesn't have to look one certain way. You can take the space you already have, design around the needs of the people in your community, and create something that is profitable, personal, and sustainable. Resources Mentioned in this Episode: Vena Boddy on LI The Foundry Workspaces' website Everything Coworking Featured Resources: Masterclass: 3 Behind-the-Scenes Secrets to Opening a Coworking Space Coworking Startup School Community Manager University Follow Us on YouTube

If you want to get stronger, look toned again, improve your metabolic health, and age well, you need to be building muscle. And to build muscle, you have to keep challenging your body as it gets stronger. And one way to increase the challenge is to increase weights. But how fast should you be increasing your weights?In this episode, I break down: • Why form always comes first• When you're actually ready to go up in weight (hint: it's not every session) • Practical tips: fractional plates, slow eccentrics, and adding plates to weight stacksP.S. In the last two episodes, I explained what progressive strength training is and the three ways you can apply progressive overload so check those out for more insights into getting the most out of the time you spend training.Resources mentioned: • Fractional plates• FlipStik phone mount for form videos• Episode #146: What Progressive Strength Training Is and Why It's So Effective After 40 • Episode #147: 3 Kinds of Progressive Overload and Practical Tips to Use ThemSend me your thoughts

Plenty of CMOs reach a point where the fractional model starts to look… intriguing. A little more freedom, a little less 24/7 pressure, and a whole lot of variety. In this episode, Drew brings together three former full-time CMOs who now serve as full-time fractionals: Alan Gonsenhauser (Demand Revenue), Katrina Klier (Sage Strategy Group), and Marshall Poindexter (yorCMO). They get into what it really takes to succeed in the role, from setting expectations with CEOs and boards to choosing the right clients, managing time and scope, and knowing when the fractional model fits and when it is time to move on. In this episode:  Alan builds trust fast with structured discovery across leaders and the board, using "three magic wishes" to surface priorities before acting.  Katrina ties marketing priorities to financial and board targets so strategy supports existing growth and margin commitments.  Marshall differentiates fractional work from consulting, using a simple framework and 90-day sprints to drive execution through in-house teams or agencies. Plus:  Narrowing your niche so you attract clients where you create outsized value  How to set scope, cadence, and availability so part-time does not quietly become full-time  Using process, sprints, and metrics to stay focused when new requests pop up  Planning the transition, from mentoring the incoming full-time CMO to creating a clean off-ramp Tune in if you are considering going fractional, hiring a fractional CMO, or just trying to understand how this model fits into the modern CMO career.   For full show notes and transcripts, visit https://renegademarketing.com/podcasts/ To learn more about CMO Huddles, visit https://cmohuddles.com/

Building a Strong Business Foundation with Lyndsay StaffordIn this episode, host Josh Elledge interviews Lyndsay Stafford—founder and CEO of Stafford Solutions—to explore the essential building blocks entrepreneurs often overlook. Lyndsay shares insights from her corporate retail background and her work helping small business owners create clarity, strengthen their branding, and build systems that support long-term growth. Her perspective offers grounded guidance for business owners who feel overwhelmed and want a clearer path to scaling sustainably and confidently.How Strong Foundations Drive Sustainable Business GrowthLyndsay explains that many entrepreneurs struggle because they attempt to grow without establishing core foundational elements such as documented processes, consistent brand messaging, and organized operations. Without these essentials, even the best marketing efforts fall flat because the business lacks the structure needed to support visibility, lead flow, and client experience. She encourages business owners to start by performing internal audits of their branding and systems, ensuring every touchpoint—from online presence to client onboarding—reflects a cohesive, professional identity before investing more heavily in marketing.She also discusses the importance of maintaining a strong and intentional online presence, emphasizing that outdated websites, inactive profiles, and misaligned advertising can erode trust. Lyndsay stresses the value of strategic content creation, setting healthy boundaries with social media use, and delegating platform management to experts when possible. By prioritizing creation over consumption and developing a sustainable posting strategy, business owners can strengthen authority and become the obvious choice in their market.Finally, Lyndsay highlights the growing role of fractional services in supporting small business growth, especially for companies not yet ready to hire full-time specialists. Fractional support provides access to branding experts, operations strategists, and marketing professionals without the financial burden of full-time salaries. This approach allows entrepreneurs to accelerate growth, streamline execution, and focus on the activities that generate the highest return—making it one of the most powerful resources for businesses under $1M in revenue.About Lyndsay StaffordLyndsay Stafford is the founder and CEO of Stafford Solutions, where she helps entrepreneurs develop branding, marketing strategies, and operational systems that fuel sustainable business growth. With a background in corporate retail and a passion for empowering small business owners, Lyndsay provides strategic consulting, fractional support, and hands-on implementation to help companies scale with confidence. Connect with her on LinkedIn: https://www.linkedin.com/in/lyndsay-stafford/About Stafford SolutionsStafford Solutions (https://lyndsaystafford.com) provides branding, marketing strategy, operations consulting, and fractional support services for small and midsize businesses. The company specializes in building foundational systems, elevating brand identity, and helping entrepreneurs become the first choice in their market through cohesive messaging and consistent visibility. With both advisory and done-for-you services, Stafford Solutions gives business owners the tools and implementation needed to grow sustainably.Links Mentioned in This EpisodeLyndsay Stafford LinkedInStafford Solutions WebsiteKey

In this episode of The Fractional CMO Show, Casey Stanton breaks down exactly why deals fall apart—and why most of the time, it's not about you. Drawing from Eugene Schwartz's Breakthrough Advertising, Casey walks through the stages of prospect awareness and reveals the harsh truth: 20% of deals will never close, 20% are laydowns, and 60% require serious follow-up. He shares real stories from the field—prospects who ghosted after great calls, a doctor who chose a $500 AI tool over a fractional CMO, and deals that stalled despite perfect chemistry.   Casey gets into the psychology of the sale: problem awareness, motivation, timing, and budget—and how to know when a "no" has nothing to do with your skills. He shares his own low points, like selling his car the day before a payment was due while rebuilding his business, and explains how staying steady and relentless—even when desperate—is what separates fractional CMOs who thrive from those who struggle. Key Topics Covered: -The stages of prospect awareness and why deals die before you pitch -Problem-aware but unmotivated prospects—and when to let them go -Why your pricing conversation should end with "that makes sense" -Getting to yes or no: why "maybe" and ghosting kill your pipeline -Staying steady and relentless even when you need the sale​​​​​​​​​​​​​​​​

If you're a woman in midlife and you are looking to get your body back to start feeling strong, looking toned, and recognizing the woman in the mirror again, then you need to be doing progressive strength training.Progressive strength training is a very systematic way of lifting weights where you apply progressive overload - one of the keys to building strength and muscle effectively. In this episode, I describe the 3 different ways that you can apply progressive overload and provide tips on how that looks in real life.BTW - If you missed last week's episode, listen to part 1 first, where I explain why this kind of systematic approach is the most effective way to get results from the time you're spending working out with weights.Enjoy the show!Resources mentioned: • How to choose your starting weight:  • Fractional plates for small, manageable weight increases: • FlipStik phone mount for easy form videos in the gym or at home: Send me your thoughts

✨ Creative Roots to Fractional CMO — Denine HarperIn this Inventive Journey episode, Devin Miller talks with Denine Harper about her unusual and inspiring career path. From early motherhood to 3D animation, Manhattan agency life, the .com boom and crash, and the shift into brand marketing and fractional CMO work — Denine's story is packed with lessons on resilience and reinvention.Great for founders, creatives, and anyone navigating a career pivot.

This episode is sponsored by…⁠BLUPRINT HOME LOANS:Get pre-approved with one of RTR's preferred lenders at ⁠https://bluprinthomeloans.com/renttoretirement/⁠BAM Capital:Get access to premium real estate assets with BAM Capital. Rent to Retirement's preferred multifamily partner. https://bamcapital.com/rtr/IGNITE FUNDING:Earn 10%-12% fixed annual returns backed by real property, without the hassle of owning and managing rentals.https://lp.ignitefunding.com/2025/5mis-rtr/signup/?sl=rtr&utm_source=rtr&utm_medium=podcast&utm_content=podcast_1Thinking about owning a vacation home…but not using it enough to justify the cost?In this episode, Adam Schroeder sits down with Tom Mulholland, Senior Director of Strategic Initiatives at Pacaso, to break down the real world of fractional real estate ownership.You'll learn how fractional ownership differs from timeshares, how financing works, why this model is growing fast, and what risks investors should consider before diving in.If you're curious about co-ownership, vacation home investing, Regulation A raises, or the future of fractionalized assets—this episode gives you the full picture.⏱️ Timestamps00:00 – Intro with Adam Schroeder00:22 – Meet Tom Mulholland from Pacaso00:56 – Why fractional ownership is solving major vacation-home problems01:49 – Vacant homes & underutilized vacation properties explained03:03 – How Pacaso's founders built the co-ownership model03:36 – Vacation homes vs timeshares: key differences04:25 – What makes fractional ownership actual asset ownership06:50 – Why fractional real estate is rapidly expanding07:55 – The “why” behind investors choosing fractionalization09:07 – Risks, due diligence & dispute systems10:44 – Pacaso's 17,000-investor Regulation A raise12:50 – Democratizing ownership in private companies14:16 – Luxury home pricing & buyer structure15:52 – How financing works for co-owners17:25 – Why owners cannot short-term rent their shares18:55 – Maintenance, repairs, and responsibility20:08 – How selling your fractional stake works21:47 – Updates, renovations, and owner voting24:02 – Pacaso's vision for the future of real estate25:25 – How to learn more + RTR closing message

Did you know that a fractional CMO can bring down your costs while increasing signed cases? In this episode, co-hosts Tanner Jones and Matt Smyers sit down with the co-founder and managing partner of LawFirm Fractional CMOs & S3 Growth Partners, Stuart Foster, to discuss how fractional CMOs can not only improve your numbers in signed cases but also your workload and spending.  In running a law firm, Stuart knows that there are many roles to play. He talks about how LawFirm Fractional CMOs will not only take on most of those responsibilities, but also give your firm a complete audit and evaluation, so your hard-earned money is going where it should be. He discusses what signs may be showing and when it is appropriate to hire a fractional CMO. He also talks about his version of a funnel: the customer journey. To capture the attention of potential clients, he uses a time-based structure of how the potential clients go from not knowing you exist to becoming a client. Stuart also clarifies some common fallacies most people have about fractional CMOs, like how fractional CMOs work with current agencies that law firms have already hired.  To learn more about fractional CMOs, listen to the latest LAWsome episode today! You can connect with Stuart on his two websites, LawFirm Fractional CMOs and S3 Growth Partners and on his LinkedIn. TLDR: In this episode, you will learn about When it is appropriate to bring in a fractional CMO How fractional CMOs and agencies work together What fractional CMOs do to increase cases while decreasing costs  

Allen Farrington and Harris Irfan explain that Bitcoin aligns with Islamic finance principles. They discuss riba (usury), fractional reserve banking, and why sound money naturally produces Islamic harmonious financial systems. Allen Farrington and Harris Irfa explain their seminal paper "Bitcoin, Fiat and Islamic Finance." They dive into why Islamic banking is an oxymoron, how riba (interest/usury) connects to fractional reserve banking, and why Bitcoin naturally produces Islamic-compliant financial systems. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **NOTES:** - Global South spends half GDP on debt interest - Islamic finance industry worth $3+ trillion - Dinar used for 1000+ years in Islamic world - Fractional reserve creates money via lending - Sukuk are asset-backed Islamic bonds - Bitcoin enables prophetic economics principles 00:00 Start 01:56 Allen's backstory 03:13 Harris' background 05:09 Islamic banking is an oxymoron 08:10 Islamic finance will emerge on top of Bitcoin 12:46 Basics of Islamic finance 15:20 Riba (interest) 18:08 BTC mining in Islamic nations 24:07 managers & risk sharing 27:55 Flux 33:00 Is Bitcoin halal? 38:58 Islamic finance & a Bitcoin Standrd 41:42 Research response -

Discover how to accelerate your startup's growth, without all the typical corporate roadblocks, by focusing on strategy and execution.   In this episode of Sharkpreneur, Seth Greene interviews Andy Culligan, Fractional CMO, CRO, and Marketing Advisor, who shares insights on scaling SaaS startups smarter and faster. He reveals the importance of strong execution and alignment between marketing and sales, offering real-world examples from his own experience helping companies overcome growth challenges. Andy emphasizes the power of being agile and staying ahead in a competitive market by building the right team and using AI to streamline processes.   Key Takeaways: → Successful marketing for SaaS requires a focus on both volume and high-ticket clients, depending on your product offering. → Marketing teams often face roadblocks, and it's critical to provide them with the tools and processes to stay on track and reach goals. → Many SaaS companies struggle with hiring skilled professionals quickly — Andy's team helps plug that gap with experienced marketers. → The typical challenge for SaaS startups is executing their go-to-market strategy, and Andy's team helps implement plans that drive immediate results. → Andy's company, Purple Path, focuses on delivering scalable marketing solutions by combining experienced strategy with agile execution.   As a Fractional CMO, CRO, and Marketing Advisor, Andy Culligan helps your sales and marketing teams focus on commercial success. His approach is a pure account-based marketing play. Providing your organization with a bullshit-free approach to Account Based Marketing (ABM), motivating and exciting your teams and delivering better outcomes, i.e. revenue.   Connect With Andy: Website: https://andyculligan.com/ LinkedIn: https://www.linkedin.com/in/andy-culligan/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how to accelerate your startup's growth, without all the typical corporate roadblocks, by focusing on strategy and execution.   In this episode of Sharkpreneur, Seth Greene interviews Andy Culligan, Fractional CMO, CRO, and Marketing Advisor, who shares insights on scaling SaaS startups smarter and faster. He reveals the importance of strong execution and alignment between marketing and sales, offering real-world examples from his own experience helping companies overcome growth challenges. Andy emphasizes the power of being agile and staying ahead in a competitive market by building the right team and using AI to streamline processes.   Key Takeaways: → Successful marketing for SaaS requires a focus on both volume and high-ticket clients, depending on your product offering. → Marketing teams often face roadblocks, and it's critical to provide them with the tools and processes to stay on track and reach goals. → Many SaaS companies struggle with hiring skilled professionals quickly — Andy's team helps plug that gap with experienced marketers. → The typical challenge for SaaS startups is executing their go-to-market strategy, and Andy's team helps implement plans that drive immediate results. → Andy's company, Purple Path, focuses on delivering scalable marketing solutions by combining experienced strategy with agile execution.   As a Fractional CMO, CRO, and Marketing Advisor, Andy Culligan helps your sales and marketing teams focus on commercial success. His approach is a pure account-based marketing play. Providing your organization with a bullshit-free approach to Account Based Marketing (ABM), motivating and exciting your teams and delivering better outcomes, i.e. revenue.   Connect With Andy: Website: https://andyculligan.com/ LinkedIn: https://www.linkedin.com/in/andy-culligan/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Caleb Christopher is a real estate investor, entrepreneur, and one of the foremost minds in creative financing for residential properties. He's the founder of Creative TC, a consulting firm helping investors structure safe, legal, and ethical creative finance deals—including subject-to, seller finance, and wrap mortgages. He's also the creator of tools like the underwriting calculator and the partnership evaluator, and he's raising capital for ventures like his title company via innovative vehicles such as investment clubs. Caleb is passionate about building tools where none exist, solving complex problems, and creating upward mobility for the people around him.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here.   Key Takeaways Always start creative deal conversations with the end in mind—even if the path is uncertain Get the seller's full story before pitching terms; relationship-building is critical Flexibility and an outcomes-oriented mindset are essential for creative structures Investment clubs can be a powerful capital-raising alternative to traditional syndications Solving the seller's future needs is often more important than hitting your own price targets     Topics From Builder to Problem-Solver Caleb builds systems and solutions when existing tools don't meet his standards Created Creative TC to become an authority in ethical creative deal structures Creative Finance 101 Most deals start with a pricing mismatch—terms become the bridge Key is understanding the seller's backstory and aligning on a shared outcome Being Outcomes-Oriented Investors must learn to zoom out and focus on results, not just checklist tasks Knowing multiple exit strategies allows for creative flexibility Common Seller Profiles Single-family deals often involve financial distress High-price sellers may not be distressed but hold strong pricing expectations Structuring for Mutual Success Price vs. terms: the seller gets one, you get the other Options like cash-out timelines, exit plans, and shared management responsibilities help mitigate seller risk Challenges with Brokers Brokers often limit creative structures—direct seller conversations are more fruitful Investors must proactively communicate how brokers still get paid on creative deals Raising Capital Legally Differentiates between syndication types (506b, 506c) and investment clubs Advocates for active participation structures and tools like Fractional to stay compliant Investor Mindset and Scaling Many investors forget to consider the seller's needs—this kills deals Demonstrating good faith and offering safeguards builds trust and credibility Lead Flow and Brand Positioning Caleb's unique positioning in creative finance draws complex deals his way Word-of-mouth and online presence help others know "this is the guy for creative"    

Don and Tom question a surprising Wall Street Journal column arguing that annuities should become the default option in 401(k) plans. They explore why the idea is gaining traction, where the logic breaks down, and how the insurance industry benefits when complexity outpaces understanding. Along the way, they dig into the real shortcomings of annuities—fees, opacity, inflation risk, liquidity traps—and why “guarantees” often mask the true cost. Listener questions follow, covering tax-efficient stock cleanup at Schwab, spouse disagreements over individual stock picking, automatic ETF withdrawals at Vanguard, and building Dimensional portfolios inside Aspire plans. 0:04 Don's rant: “What the world needs now is… more annuities?” 1:20 WSJ's argument: make annuities the 401(k) default 2:05 Why income complexity doesn't justify default annuities 3:01 Do annuities actually solve longevity risk? 3:29 Inflation, joint-life costs, and who really wins 4:20 Insurance industry reputation and the unanswered criticisms 5:15 High fees, opacity, and why mistrust is earned 5:59 Are annuity sales tactics the real barrier? 7:02 Should annuities be in 401(k)s at all? Don vs. Tom 7:36 Why annuities are mostly sold, not bought 9:10 Liquidity traps and major-life-event risks 10:01 Why “plans” matter more than “products” 10:57 Listener questions: why nobody calls anymore 11:14 Q1: Selling a brokerage full of individual stocks at Schwab 12:46 Q1b: How to convince a spouse who loves stock picking 14:21 Indexing vs. anecdotal evidence 16:21 SPIVA data and why active managers lose 17:02 Q2: Can Vanguard automate ETF withdrawals? 19:05 Fractional shares and why purchases are allowed 20:25 Q3: Aspire 403(b) options and DFA overload 23:46 How many DFA funds do you really need? 24:44 Micro-cap risks and portfolio sprawl 25:42 Tom's pumpkin-patch grandkid cameo Learn more about your ad choices. Visit megaphone.fm/adchoices

What if your best growth strategy wasn't selling, but giving? In this episode, career and leadership coach Kate Sargent shares how her simple 20-minute free coaching sessions turned into a full-fledged consulting and fractional leadership business. With over two decades in people operations, recruiting, and leadership development, Kate has built a reputation for helping executives, consultants, and underrepresented talent grow through generosity, clarity, and authentic connection.We unpack how she built the Generosity Flywheel, why she uses AI as her second pen, and what it really means to “win” as a fractional leader.