Podcasts about fractional

In this episode of the Drop In CEO podcast Jay Schumann shares his expertise in corporate microbiology, food safety, and quality assurance. The conversation covers Jay's career journey, key leadership lessons, and the importance of being a lifelong learner. Jay emphasizes the value of humility, continuous learning, and investing in people, offering practical advice for both current and aspiring C-Suite leaders. The episode also highlights the significance of aligning with a company's values and the critical role of cultural understanding in achieving professional success. Episode Highlights: 05:31 Climbing the Corporate Ladder at PepsiCo 09:46 Insights on Leadership and People Management 23:53 Defining Lifelong Learning and Wisdom 25:48 Acquiring Knowledge Through Various Methods 29:28 The Role of Humility in Learning and Leadership 36:53 Finding Credible Sources of Information Jay Schuman is a seasoned senior leader in Corporate Food Safety and Microbiology with over 30 years of experience in the food and beverage industry. Known for his high integrity and science-based, practical approach, Jay has led global teams and labs supporting new product innovation, risk mitigation, compliance, and quality assurance for major CPG brands. He excels at designing and implementing microbial food safety programs, harmonizing standards across regions, and fostering GFSI-compliant food safety cultures. A trusted people leader and strategic thinker, Jay is passionate about cross-functional collaboration, continuous improvement, and building strong, values-driven teams that drive business results. Connect with Jay Schuman: LinkedIn: www.linkedin.com/in/jay-schuman For more information about my services or if you just want to connect and have a chat, reach out at: https://dropinceo.com/contact/See omnystudio.com/listener for privacy information.

Asia just hit her 90th day as fractional CMO with a new company, and in this episode of the In Demand Podcast, she shares everything she's taking away from those first three months. This episode is a behind-the-scenes look at how a marketing leader gets up to speed, creates clarity, and shapes outcomes. Asia and Kim cover everything from digging through legacy docs to building team structure and launching new systems.  Got a question you'd like Asia to unpack on the podcast? Record a voicemail here. Links:  DemandMaven OfferingTree Chapters (00:01:40) - What Asia focused on first: people, processes, tools, data.(00:07:30) - Identifying mission-critical gaps.(00:10:00) - Once you identify the gaps, you can start to find new opportunities.(00:12:55) - The first two artifacts that Asia created: CMO's Mandate, and a marketing strategy for the rest of the year.(00:17:15) - Month two: hiring new talent, refining workstreams, aligning on OKRs.(00:19:55) - Forecasting vs. budgeting vs. planning.(00:26:45) - Translating CAC and trial goals into action.(00:32:05) - Month three: getting executors executing .(00:35:00) - Relationship-building with product and sales.(00:36:30) - What comes next: aligning the ships, creating momentum, and scaling what works.

In this episode of WORK, Erika talks about the Labubu craze, ethics of A.I and also sits down with Jess Cervellon—fractional CMO, entrepreneur, and founder of She Innovates—about what it really takes to build a career on your own terms. They get into the realities of juggling multiple clients, the myths around networking, and why personal branding isn’t just for influencers. It’s a conversation about boundaries, intuition, and how to create a business that actually works for you.See omnystudio.com/listener for privacy information.

In this episode of the Drop In CEO podcast Marcel Schwantes, a seasoned executive coach and speaker, shares his transformative journey from experiencing a toxic work environment to advocating for a humane workplace grounded in principles of love and care. He discusses the hidden costs of toxic leadership, the importance of embedding core values in business operations, and introduces his 'love in action' framework for leadership. Through real-world examples and actionable advice, Marcel offers insights on building trust, promoting psychological safety, and enhancing employee engagement. This episode is a must-listen for C-suite leaders and aspiring executives who aim to foster a thriving, human-centered work culture. Episode Highlights: 04:02 The Impact of Toxic Leadership 06:09 Discovering Humane Leadership 16:43 The Love in Action Framework 21:51 Addressing Quiet Quitting and Psychological Safety Marcel Schwantes is a speaker, author, acclaimed executive coach, and an Inc. Magazine Contributing Editor with a global following. Marcel delivers presentations, workshops, courses, and coaching programs about the human side of business and how cultures of care, connection, and belonging power companies to thrive and outperform the competition. Marcel hosts the popular "Love in Action" podcast, heard in over 160 countries. Connect with Marcel Schwantes: LinkedIn: linkedin.com/in/marcelschwantes/ Company Website: marcelschwantes.substack.com/ For more insights, engage with all my podcasts at: https://dropinceo.com/podcast/See omnystudio.com/listener for privacy information.

Applauded as a seasoned marketer who focuses on what matters for companies: their brand, strategy, growth, and ultimately ROI, Angelo Ponzi has been a valuable asset to various businesses on a global and national scale. Angelo's experience spans from start-ups to mature companies and their services and products in all stages of their lifecycle, from inception to implementation. He's worked with B2B, B2C, and DTC brands, from semiconductors, manufacturing, and SaaS solutions to apparel, retail, and food/beverage, including ice cream. Angelo's senior-level experience in sales, marketing, branding, strategic planning, and market research is coupled with being a collaborative, detail-oriented, and holistic strategic thinker who puts his client's needs first and believes strongly in using market research to better understand the market dynamics in which a client competes. He thinks outside the box and creates whole new ways of thinking. An exceptional marketer and brand expert, he is dedicated, ethical, and devoted to delivering a successful outcome for every client. Angelo's "superpower" in delivering success is his grasp of market research and using the insights it yields to develop successful strategies and plans. He is comprehensive in everything he does and has had years of management and on-the-ground experience in all aspects of marketing. When not at work, Angelo enjoys hiking, golf, traveling, and many other activities with his wife and three grown children. He is also a musician and has played in bands since he was young. He even played with 80's rockers Eddie Money, Mike Reno of Loverboy, and Alex Ligertwood of Santana. -- Critical Mass Business Talk Show is Orange County, CA's longest-running business talk show, focused on offering value and insight to middle-market business leaders in the OC and beyond. Hosted by Ric Franzi, business partner at REF Orange County.

In this episode of the Drop In CEO podcast Eric Allen, the Chief Sales Officer for Balance Aesthetics and Wellness, shares his journey from humble beginnings at Mitsubishi Motors to becoming a seasoned C-Suite leader. He discusses the essence of strategic planning, execution, and sticking to goals, emphasizing the importance of understanding business processes from the ground up. Eric also touches on the personal values instilled in him by his single mother, his passion for chess, and the significance of fostering original leadership. Tune in to gain valuable leadership insights from Eric's experiences and thought-provoking perspectives. Episode Highlights: 04:19 The Importance of Ground-Level Experience 09:34 From Tactical Expert to Strategic Leader 17:00 Eric's Success Formula for Excellence 21:17 Eric’s insights on Chess, Community, and Calm Eric Allen is a dynamic business leader known for driving rapid growth through operational excellence and visionary leadership. Beginning his career at Mitsubishi Motors, Eric honed his expertise in Lean management and has since led teams at Astral Brands, Jimerson Enterprises, and Balanced Aesthetics + Wellness. As a COO, he champions execution, team collaboration, and customer-centric innovation. Eric thrives on coaching others to exceed expectations and embraces technology to unlock new revenue opportunities and improve efficiency. His leadership style inspires high performance in fast-paced environments. Eric brings deep expertise in business development, operations, strategy, and scalable growth solutions. Connect with Eric Allen: LinkedIn: www.linkedin.com/in/eric-allen-mba-93270174 Company Website: balancedaestheticsmedspa.com For More Insights from The Drop In CEO:

Beyond The Claim Podcast #015 – Featuring Allison Michels What if your marketing didn't feel like chaos? This week on the Beyond The Claim Podcast, Vince sits down with Allison Michels, CEO & Founder of LAUNCH and a Fractional CMO who helps service-based businesses scale with clarity, strategy, and soul. With nearly a decade of experience, Allison has built premium brands that attract high-end clients, increase revenue, and become sellable assets. In this episode, we unpack: ✅ What a Fractional CMO actually does ✅ The 4-part LAUNCH Framework (Brand, Audience, Offer, Strategy) ✅ The #1 mistake business owners make in marketing ✅ How to prepare your business for sale using systems and branding ✅ Why soul-driven leadership is your secret growth engine This is a no-fluff, high-value conversation about real marketing, real business strategy, and how to create something that runs without you.

In this episode of the podcast, Trevor is joined by Cindy Wagman, nonprofit consultant and known in the space as the ‘Fractional Queen'.Cindy shares her insights on transitioning to consulting, explaining how fractional roles offer organizations big solutions without requiring full-time commitments. You'll learn how she balances her passion for service with entrepreneurship. This episode also reveals the challenges of nonprofit fundraising, why chasing trends won't solve your problems, and how to build strategies rooted in engaging your community.Where to find Cindy:LinkedIn: https://www.linkedin.com/in/cindywagman/?originalSubdomain=caExclusive access to her podcast: https://www.nonprofitfractionals.com/fractureConfessions with Jess and Cindy Podcast: https://confessionswithjessandcindy.buzzsprout.com/Website: https://cindywagman.com/This episode was brought to you by HGA Fundraising. The team at HGA helps event fundraisers create auction success with the most profitable (and mission focused) auction items in the space. Trips and experiences that excite donors, ignite bidding, and help your organization RAISE MORE MONEY.To learn more about HGA Fundraising click here:  https://hgafundraising.com/trips-and-experiences/Sign up to receive the HGA Fundraising newsletter to receive fundraising insights from the brightest minds in the space: https://hgafundraising.com/subscribe-to-newsletter/Feeling stuck with your fundraising? No matter where you are at in your journey, HGA offers FREE coaching for fundraisers:  https://hgafundraising.com/nonprofit-coaching/Chapters:0:00 Consulting Success: Uplifting the Sector2:18 What are Fractional Roles?6:36 Nonprofit Fundraising Challenges9:10 Emerging Fundraising Stars from Canada13:21 Cindy's Family Memories in Puerto Vallarta15:12 Starting a Podcast for Small Nonprofits19:18 Courage to Talk about Tough Topics21:17 Breaking Free from Scarcity Mindset25:45 Balancing Service & Entrepreneurship27:33 Why Saying No is Powerful31:20 Setting Boundaries for Organizational Health33:11 Consultants: Empowering with Boundaries36:58 Fundraising Strategies that Work39:11 Avoiding Trends and Focusing on Community

In this episode of the *Business First Podcast*, host **Sonia Alleyne** sits down with **Susanne Mariga**, CPA, author, and expert in entrepreneurial finance, to unpack the transformative *Profit First* method. As a **fractional CFO**, Susanne helps business owners take control of their cash flow, make intentional profit, and build sustainable, successful businesses—especially within minority and underrepresented communities. From her personal journey as an entrepreneur to her mission of empowering others to understand their numbers and value their services, Susanne shares practical strategies to move from surviving to thriving. The episode also highlights her broader vision of social impact, including sending girls to school globally through proceeds from her book.

In this episode of the Drop In CEO podcast Adam Malone, leadership consultant, discusses the importance of trust dynamics within teams, leadership challenges in scaling organizations, and Malone's transition from corporate leadership to consulting. With a focus on empathy, authenticity, and performance, Malone emphasizes the significance of developing a fabric of trust to navigate challenges and drive organizational success. This episode provides valuable insights for C-Suite leaders and growing businesses on enhancing leadership capabilities, managing global teams, and fostering trust within teams. Episode Highlights: 03:29 The Importance of Trust in Leadership 06:26 Transitioning from Technical to Leadership Roles 13:06 Building Trust Across Time Zones 21:55 Empathy and Authenticity in Leadership Adam Malone is a leadership coach and consultant with a mission to help high-performing leaders build resilient, cohesive teams. After a 20-year corporate career—including 17 years rising from analyst to VP at a Fortune 500 company—he left in 2024 to focus on what truly matters: sustained high performance. Adam works with leadership teams and mid-level managers to identify hidden barriers to success, unlocking the grit, tenacity, and resilience needed to thrive under pressure. His approach goes beyond traditional leadership training, equipping organizations to cultivate strong, sustainable cultures built to last—no matter what challenges arise. Connect with Adam Malone: Linkedin: https://www.linkedin.com/in/adam-malone-a9100ba/ For More Insights from The Drop In CEO:

In this episode of the Drop In CEO podcast Erika Yocom shares her experiences transitioning from a VA to a business partner and eventually the CEO of Audivita Studios. She discusses the importance of high-quality audio production, the role of AI in the industry, and maintaining authenticity and transparency as key leadership traits. This episode provides valuable insights for C-Suite leaders on navigating business challenges, leveraging technology, and fostering a positive work environment. Episode Highlights: 04:48 The Growth and Success of Audivita Studios 07:48 Challenges and Learnings as a CEO 16:18 The Future Vision for Audivita Studios Erika Yocom is the Chief Executive Officer of Audivita Studios, where she blends strategic vision with operational excellence to lead a team dedicated to crafting exceptional audio experiences. With a rich background spanning corporate leadership and entrepreneurship, she brings deep expertise in operations, business development, and team building. Erica thrives where creativity meets strategy, ensuring Audivita stays at the forefront of the audio entertainment industry. Under her leadership, the studio produces compelling audiobooks and podcasts that inspire and engage audiences worldwide. Passionate about storytelling and innovation, Erica is committed to empowering teams and connecting voices to the world through audio. Connect with Erika Yocom: Company Website: audivita.com Linkedin: https://www.linkedin.com/in/mischaz/ For More Insights from The Drop In CEO:

On this episode of RevOps Unboxed, Sandy Robinson sits down with Anne Pao, Founder & CEO of Ignite Consulting. They discuss fractional RevOps, the importance of data and analytics, handoffs and creating a positive customer experience, the future of RevOps (and 'GTM Ops') and more. Listen now!

Join Lady Jen Du Plessis as she delves into a fascinating conversation with Steve Rodgers about the evolving landscape of real estate. This episode explores groundbreaking concepts like fractional ownership, blockchain technology, and the principles of servant leadership. Tune in to learn how these innovations can unlock new opportunities in the industry. ____________________ Connect with Lady Jen Connect and Schedule a Strategy call at https://supportfromjen.com/ YouTube: https://www.youtube.com/@LadyJenDuPlessis Linktree: ⁠⁠https://linktr.ee/jenduplessis⁠⁠ Free Gifts: https://jenduplessis.com/gifts/⁠ _________________________ About Steve Rodgers Steve Rodgers is the host of The Alchemy of Business Podcast Show, author of Amazon #1 Best-selling books Lead to Gold and The IGI Principles, and the CEO of the Alchemy Advisors coaching and consulting firm. He is a former Warren Buffett CEO who experienced a radical spiritual transformation that has evolved into a new mission as a purpose-driven consultant and coach for business leaders and entrepreneurs, an in-demand international keynote speaker, and a bestselling author. Steve specializes in helping business owners and leaders increase productivity, profits, and purpose through integrating spiritual intelligence into every aspect of their personal and professional lives. He is also a Board Executive - Director of Operations for Clearmark Title and Director of Sales PropertyDAO, a company built on blockchain technology that manages real estate properties through smart contracts and decentralized governance mechanisms. Steve is known for uplifting thousands of audiences with powerful messages on Servant Leadership, Purpose-Driven Entrepreneurship, Managerial Mastery, the Key Drivers to Scaling Success, and much more. Every lesson Steve teaches has been successfully proven over decades leading multiple businesses and as a speaker at many large events to ensure that your audience experiences a lasting personal and professional transformation Connect with Steve Website: ⁠https://steverodgers.net/⁠ LinkedIn: ⁠https://www.linkedin.com/in/steverodgers/⁠ Facebook: ⁠https://www.facebook.com/thealchemyadvisors/⁠ Twitter: ⁠https://twitter.com/srodgerstoday/⁠ Instagram: ⁠https://www.instagram.com/steve_rodgers_today/⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Founder Mindset vs. Entrepreneur Mindset: "If you have that founder mindset that you could make that step from entrepreneur to founder, you are. You are now taking that mindset that you're betting on yourself and you have the ability to do it."- Steve GellyWe sit down with Steve Gelley—entrepreneur, CEO of Blueprint Ventures, managing partner of multiple ventures, and host of the Next Exit podcast. Steve shares his journey from a rebellious student on Long Island to a business leader known for building, scaling, and successfully exiting companies.Listen in as Steve opens up about the ups and downs of entrepreneurship, including the lessons learned from getting fired and even being kicked out of school, the importance of embracing risk, and the value of building the right team. He offers a candid look at the challenges founders face as they transition from doers to leaders and reveals what it really takes to scale a business in today's market. Steve's passion for empowering other entrepreneurs comes through as he discusses his approach to investing in startups, fostering resourcefulness, and building a culture that helps both businesses and people thrive.Whether you're an aspiring entrepreneur or an established founder looking to take your business to the next level, you'll find plenty of wisdom and actionable insights in this conversation with Steve Gelley.Key Moments00:00 Serial Entrepreneur and Growth Strategist05:40 Unfair School Enrollment Practices07:49 College Choice with Average GPA09:42 First Job Lessons at Hardee's15:23 Momentum's Critical Role in Business16:33 Learning from Business Mistakes21:02 "Turning Founders into CEOs"23:04 "Assessing Risk-Taking in Business"26:25 "Ensuring Cultural Fit in Hiring"29:52 Funding and Resource Allocation Model35:13 Effective Team Building for Entrepreneurs38:41 Age vs. Experience in Leadership40:55 Branding's Role in Successful Hiring45:11 Unmasking Startup Myths48:27 Team-Building as Superpower51:02 Elevating Others Through OpportunityThis episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Here are 3 key takeaways for fellow entrepreneurs:1. Embrace calculated risk and take decisive action.Steve stressed that making decisions—fast and fearlessly—is what separates the successful founders from those who stay stuck. "We'd rather you make five wrong decisions than not make any at all!”2. Build a team that balances your weaknesses.The magic happens when you stop hiring people just because you “like” them and start hiring for complementary strengths—especially detail-orientation and operational excellence if you're a high-vision founder.3. Fractional resources can accelerate growth (without breaking the bank).You don't need to hire every expert full-time. Steve's model leverages fractionalizing high-level talent, which gives startups access to top-tier strategy and execution while maintaining lean operations.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your...

If you've spent any time navigating the intricate world of product management, you're likely familiar with the constant balancing act the role requires. Heather Inocencio is the founder and CEO of The Product Consult, a team of product managers helping companies innovate and scale. In this episode of Product Momentum, Heather joins Sean and special … The post 165 / A Recipe for Success: Heather Inocencio, on Fractional Product Management appeared first on ITX Corp..

In this episode of Grow a Small Business, host Troy Trewin engages in an insightful conversation with Sari Davidson, founder of Fractional Founders. Sari shares her entrepreneurial journey, beginning with the establishment of Boogan Head, a baby products company, in 2007, through to its successful acquisition in 2024. Boogan Head's product line, which included pacifier clips, was distributed through major retailers such as Walmart and Target, achieving annual revenues between $5 and $10 million with a team of nine full-time employees. During the discussion, Sari underscores the significance of authenticity in marketing and addresses the complexities of scaling a business, particularly the challenges posed by Walmart's markdown policies. She also stresses the critical need for small business owners to maintain a strong grasp of financial management and highlights the value of mentorship and continuous professional development in driving long-term success. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Sari Davidson, the hardest aspects of growing a small business are time and money. Limited resources make it challenging to fund people, marketing, production, and essential activities like trade shows. Additionally, when owners try to do everything themselves, it often leads to burnout. What's your favorite business book that has helped you the most? Sari Davidson finds "The 4-Hour Workweek" by Tim Ferriss impactful. She has implemented principles from the book to create balance and efficiency in both her past and current businesses. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Sari Davidson highly values in-person learning opportunities, such as regional conferences and events from organizations like EO (Entrepreneur Organization). While she isn't a fan of online courses, she loves podcasts and incorporates them into her daily routine to gain insights on business and health. What tool or resource would you recommend to grow a small business? Sari Davidson emphasizes the power of AI tools like Canva and Adobe, especially for small businesses. These tools help create professional-quality outputs at a low cost, enabling businesses to compete effectively. What advice would you give yourself on day one of starting out in business? Sari Davidson advises her younger self to trust that everything will work out in the end. She believes the challenges faced will lead to accomplishments and experiences that allow you to impact others significantly. Additionally, seeing her children admire her work ethic has been a gratifying outcome. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.   Quotable quotes from our special Grow A Small Business podcast guest: Authenticity paired with the right marketing takes you farther than anything else – Sari Davidson Every small business owner should know where every single dollar is going – Sari Davidson Being an entrepreneur is like a sickness—you can't not do it – Sari Davidson      

What drives B2B marketing success—and why do so many companies get it wrong? In this episode of Predictable B2B Success, we sit down with Andy Culligan, a straight-talking marketing leader, fractional CMO, and former CRO with a wealth of experience steering SaaS brands through turbulent growth. Andy gets candid about why 79% of marketing leads go nowhere and how the disconnect between sales and marketing is silently draining your revenue potential. Listen as Andy unpacks the real secrets behind turning your marketing into a revenue machine (hint: there's no magic bullet, just honest, consistent work) and why fancy attribution models might not be as valuable as you think. Discover the “human interface” role of SDR teams, the power of true sales-marketing alignment, and why some of the most critical tactics—like analyst relations and active thought leadership from company executives—fly under the radar until it's almost too late. If you've ever grappled with stagnant pipeline, siloed teams, or wondered when it's time for a fractional CMO, Andy's battle-tested frameworks and blunt advice will give you a fresh perspective on how to unlock your business's next growth phase. Don't miss this episode, brimming with actionable insights and surprising truths. Some areas we explore in this episode include: Marketing as a Revenue Driver – How effective marketing directly impacts business growth and revenue, particularly in SaaS and B2B.Sales and Marketing Alignment – The necessity of tight collaboration between marketing, sales, and SDR teams.Evolving Marketing Mindset – Andy's transition from traditional marketing to a revenue-focused approach in tech.Demand Generation & Brand Consistency – The importance of consistent, holistic demand generation and brand efforts.Marketing Attribution Challenges – Difficulties in measuring marketing's impact on revenue and why practical metrics matter.Fractional vs. Full-Time Leadership – When to hire a fractional CMO, common hiring mistakes, and scaling leadership.Scaling Teams Through Growth Stages – When and how to grow marketing and SDR teams as companies scale.Account-Based Marketing Strategies – Concrete ABM tactics that engage high-value accounts with tailored plays.Short-Term vs. Long-Term Marketing Needs – Balancing immediate revenue goals with brand-building activities.Overlooked Growth Levers – The importance of analyst relations and getting executives involved in brand efforts.And much, much more...

What if the biggest thing holding your business back… is you?In this episode of Scaling Expertise, I sit down with Jill James, founder of The Jill James, a fractional COO firm that helps expert founders scale without burning out or staying stuck in operator mode. Jill built her firm by asking one powerful question: “How can I help people do the work they love without being buried in admin?”We dig deep into the invisible costs of overwork, the identity shift from doer to leader, and the moment Jill realized she needed to break her own rules to scale. If you're feeling like your business can't run without you, this episode is your wake-up call.Jill shares hard-earned wisdom from scaling businesses to $10M+ and offers actionable ways to reclaim your time, build operational clarity, and let go of control—without compromising your vision.Key Takeaways:Founders can be the bottleneck. If your business can't function without you, it's not scalable.Don't sell your time—sell your thinking. Experts grow when they stop doing and start designing systems.Scaling isn't about doing more—it's about doing less, better. Create space so the business can operate without you.You don't need to be a “visionary.” You just need to be clear about where you want to go.Resist the "fixer" urge. Let your team solve problems so they can grow into their roles.Fractional leadership. This can help expert founders transition out of operator mode with structure and sanity.Jill is a featured author in The Wisdom Collection: Stories That Transform How We Live, Connect, and Lead—an anthology of powerful insights from business leaders who've built, failed, and figured things out the hard way so you don't have to. Each chapter is practical, quick to read, and full of hard-won wisdom.The book launches June 24 and will be available for just $1.99 during its first 24–48 hours.Want the launch link or more details? Check out Jill's announcement post on LinkedIn.Resources Mentioned in the Episode:

In this insightful episode, Brian Doyle leads a detailed examination of VCIO and fractional VCIO services, much to the benefit of Managed Service Providers (MSPs) looking to expand their leadership roles. By delving into strategies that elevate MSPs beyond standard practices, Brian showcases how these roles fulfill a crucial need for innovation and cybersecurity adherence in businesses lacking internal CIOs. Throughout the discussion, he shares how fractional VCIO services present new opportunities for MSPs to charge for deeper strategic services. Through the lens of his extensive 17-year experience in the MSP industry, Brian reveals the pitfalls MSPs often face by offering comprehensive VCIO services without sufficient compensation. By detailing the distinctions between traditional technology business reviews and the strategic integration potential of fractional VCIO, Brian provides a roadmap for MSPs to enhance their customer relations while capturing new revenue streams. He also explores the importance of understanding client operations and the collaboration required across all organizational levels to effectively implement these services. Key Takeaways: VCIO as a Service Benefits: Discover the essential role of VCIO and fractional VCIO services in bridging strategic leadership gaps within businesses, pushing beyond typical QBR obligations. Monetizing Strategic Services: Brian explains how MSPs can successfully transition from free service delivery to a revenue-generating fractional VCIO model. Customer Engagement and Strategy: Learn how to engage with key customer stakeholders across varying levels, ensuring alignment of technology strategies with business objectives. Building Effective Packages: Insights into creating tiered service packages that scale with client needs, potentially unlocking new revenue for MSPs. Common Pitfalls: Guard against common errors in providing uncompensated services, ensuring profitability while maintaining high-value client relationship Show Website: https://mspbusinessschool.com/ Host Brian Doyle: https://www.linkedin.com/in/briandoylevciotoolbox/ Sponsor vCIOToolbox: https://vciotoolbox.com

In this episode of the Drop In CEO podcast Mischa Zvegintzov, the Chief Influence Officer of the Influence Army and host of the Table Rush Talk Show. Mischa shares his riveting journey from being a successful home loan officer to retiring and eventually founding a business that helps heart-centric entrepreneurs amplify their influence through podcast guest appearances. The discussion delves deep into Mischa's identity crisis, his path to self-discovery through yoga and meditation, and how he ultimately found joy and purpose in guiding others to build their brands and connect with wider audiences. This episode is a treasure trove of insights for anyone looking to reinvent themselves and transition into a purpose-driven career. Episode Highlights: 02:29 Mischa's Sales Journey and Burnout 04:33 Reinventing Life: From Sales to Yoga 17:07 Finding Purpose and Reclaiming Identity 19:05 The Journey to Big Stages 20:06 Embracing the Process 20:52 Testing and Trying New Ventures 21:39 The Testimonial Guy 24:08 Pivoting to Podcast Guesting 25:35 Building the Influence Army Mischa Zvegintzov is a digital marketing strategist and influence builder, empowering heart-centered entrepreneurs to amplify their message, grow their authority, and increase their impact—without wasting money on ads. With 20 years of experience in old-school sales and over 1.5 billion dollars in loans funded, Mischa blends proven tactics with modern digital tools to help entrepreneurs rise. After a self-imposed break to raise his sons and teach yoga, he’s back with his signature superpower: building influence. As founder of The Influence Army and host of the top 1.5% “Table Rush Talk Show,” Mischa is on a mission to help others be seen and heard. Connect with Mischa Zvegintzov: Company Website: https://www.influencetour.com Linkedin: https://www.linkedin.com/in/mischaz/ Facebook: https://www.facebook.com/MrMischa/ For More Insights from The Drop In CEO:

A fractional CMO could be the strategic powerhouse your business needs to break through growth plateaus and finally align marketing with execution.In this episode, Sara Nay, CEO of Duct Tape Marketing, shares actionable insights for business owners and marketers looking to grow with clarity and confidence. Whether you're scaling, shifting your business model, or simply lost in the sea of digital noise, this conversation brings you practical steps and expert-level clarity.Sara breaks down the biggest mistakes companies make when skipping strategy and chasing tactics. She explains how adopting a fractional CMO approach empowers businesses—especially those in the $3M–$40M range—to align marketing, integrate AI in marketing, and build systems that actually work.This episode is your guide if you're searching for:Help navigating strategic marketing with modern toolsHow to avoid wasting money on ads without a message that sticksBetter alignment between sales, brand, and executionHow to grow without hiring a full-time CMOWith over a decade at Duct Tape Marketing, Sara leads both clients and consultants in applying real-world strategy through the Marketing Leadership Accelerator, designed for agencies and solopreneurs. If you're wondering whether a fractional CMO model is right for your business, you'll find the answers—and next steps—right here.

This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comLet me quickly flag three things: * There is a short note at the end of this piece on the subject of bitcoin treasury companies, which I know is of interest to some of you. * We now have a video version of last week's thought piece about the housing market. * I am in Palm Springs, California, all next week. If any readers from that neck of the woods fancy meeting up, I'll be performing at the Punching Up Comedy Night with Adam Carolla, Thai Rivera and Lou Perez, and also doing various panels at Freedom Fest on gold and bitcoin. You should be able to find me via this QR code. Or send me an email or message.Right, gold … today we ask: Should you invest in gold collectibles?The gold at the Museo del Oro in Bogotá, Colombia, is one of the most stunning collections you will ever see – diadems, helmets and crowns, rings, necklaces and bracelets, beads and breastplates, even fishhooks and penis covers. The smiths of ancient South and Central America were quite brilliant artisans. The Spaniards who saw their work said Aztec goldsmiths were more skilled than their European counterparts.In Mexico, the conquistadors found life-size figures of men and women, great jars and pitchers, half pottery-half gold vases sculpted in relief with birds, animals and insects, and more. In Peru and Ecuador, the conquistadors found miniature gardens made of gold – earth of gold granules, gold cornstalks, and gold figures of men and llamas.Unfortunately, what sits in the Museo del Oro is just a fraction of what was made. The Spaniards valued bullion on weight alone, ascribing no value to art, beauty or workmanship. Most got melted down before being sent home. What they sent to their king intact got melted down once back in Europe. “What was being destroyed was more perfect than anything they enjoyed and possessed,” said a young priest travelling with the conquistador Francisco Pizarro.The conquistadors were by no means alone in this. It has happened repeatedly through history. Though gold may last, art made from gold rarely does. People always seem to melt it down. That should mean ancient gold workings should command an even higher premium for their antiquity, because they have survived the meltdown risk. But for some reason, it doesn't seem to work like that.You can't destroy gold, as I'm sure you know. It lasts forever and never loses its shine. It was present in the dust that formed the solar system, and sits in the Earth's crust today, just as it did when our planet was formed some 4.6 billion years ago.That means that little bit of gold you may be wearing on your finger or around your neck is actually older than the Earth itself. In fact, it is older than the solar system. Who knows? It might once have adorned a pharaoh or sat in a conquistador's treasure chest. Gold may be antique, but it's very rare that you get vast premiums for its antique value.Buying gold or silver? The dealer I use and recommend is the Pure Gold Company. Pricing is competitive, quality of service is high. They deliver to the UK, the US, Canada and Europe or you can store your gold with them. Find out more here.The gold coinage that never wasIf you buy a gold sovereign minted recently, you would typically pay £600 to £630. For a Victorian sovereign minted 150 years ago or more – which has the same gold content – you would pay £660 to £680. So, for all that history and antique value, you pay just 10%. Sovereigns are not uncommon. A billion are thought to have been struck. So you get little rarity value. But even so, you'd think you would get more of a premium.The main exception is the 1937 sovereign struck for Edward VIII. Since he abdicated a few weeks before the coins were struck, they were never circulated. They are often called the “coinage that never was”, and only a few were ever minted. One sold in 2020 for £1 million. That's quite the premium. But this is rare.About ten years ago, I picked up a Justinian solidus, minted in 600AD – the solidus was the dominant coin of the Mediterranean after the Roman aureus. I got it for a 20% premium to the spot value of the metal. And I bought it from a shop in W1, so I was paying the Mayfair premium too.An ingot recovered from the SS Central America, which famously sank off the Carolina coast in 1857 carrying Californian gold to New York (and triggered a financial panic because so much bullion was lost), recently went up for auction. It weighed 649 ounces, but it was only 21-carat gold (.875 purity). If melted down, you would have 568 ounces of pure gold, which, at today's price of $3,300 per ounce, would have a spot value of $1.9 million. It sold for $2.1 million, including the buyer's premium – little more than the spot value, in other words.Antique gold very rarely catches the huge premium you might think it deserves. Beware graded coinsUnscrupulous coin dealers will often try to flog you graded coins. If a dealer tells you that some recent sovereign, for example, is extremely rare, that it was one of the last coins minted under Queen Elizabeth II, or some such, and that it has been graded and has a special certificate and blah blah... and it therefore carries a huge premium, they are trying to pull a sly one.The reality is that the extra premium paid is almost impossible to claw back when you come to sell. In almost all cases, they are trying to rip you off. Don't pay a premium for graded coins.A dealer might buy a large stock of coins from the Royal Mint. Coins are often of a slightly different quality. Dealers then send them off and pay a small fee to get them graded according to their “Mint State”. The scale ranges from MS-60 to MS-70, with MS-70 being a perfect, flawless coin. They then charge a large premium for coins with high grades, even though they barely paid any premium when they bought the coins.The margins when dealing in gold are on the slim side – sometimes just a few percent. But if they get an additional premium for the rarity, that margin can rise to 100%. No wonder there are so many unscrupulous salesman trying to flog graded coins.Fractional coins – quarter or half sovereigns, for example – or older coins do trade at a higher (though not enormous) premium. These can trade for 15 - 20% above the spot value of the gold content. But you are likely to get that back when you sell.You are not buying gold to try and be clever and hope that your coin gets some kind of rarity value. In most cases, that will not happen. There are clever people who know this market better than you already playing this game. Don't get involved is my advice. Your priority is to get as much gold for your money as possible. You are buying gold to preserve purchasing power, not to lose it.This article was first published in MoneyWeek's magazine. Some developments in the bitcoin treasury company story - a new kid on the block

In this episode of the Drop In CEO podcast Ryan Carey, CEO of BetterOn, a company that helps leaders build authentic video presence. Ryan shares his journey from being on YouTube's early team to founding BetterOn, emphasizing the importance of self-awareness and authentic connection in leadership. He discusses the transformative power of video presence and how it can enhance professional influence and personal confidence. Deb and Ryan also delve into the process of self-reflection, the psychological impact of seeing oneself on camera, and the broader implications for corporate and personal growth. This insightful conversation offers valuable guidance for C-Suite leaders and entrepreneurs looking to elevate their communication skills and connect more effectively with their audiences. Episode Highlights: 02:44 Ryan's Journey with YouTube 05:00 The Birth of BetterOn 07:10 The Power of Authentic Presence 11:17 Transformative Client Stories 22:24 The Importance of Professional Presence Ryan Carey is the CEO behind BetterOn, a company dedicated to helping leaders and professionals build authentic presence on video, in person, and across workplaces. A pioneer in the video space, he was one of YouTube’s earliest team members, witnessing firsthand the platform’s explosive growth and transformative power. After his own journey as a YouTube content creator, Ryan launched BetterOn in 2014, combining his unique insights into video with a mission to elevate workplace communication. Forward thinking companies like Google, IBM, Deloitte, and Red Hat use BetterOn to invest in their high potential people. Connect with Ryan Carey: Company Website: www.betteron.com Ryan’s Linkedin: https://www.linkedin.com/in/ryancarey/ For More Insights from The Drop In CEO:

Do you have a wonderful tenant who you would love to sell your house to, but you know the tenant does not have the down payment?  Even though they make great income, this tenant would likely not qualify for a first-time home loan.  As a landlord, is there a way the tenant can buy the home from you and defer some taxes?  There is a way!  Frank Rohde of Ownify joins me today and explains fractional home ownership for first-time home buyers, all while helping landlords defer paying some taxes.

Hundreds of readers have already embraced this playbook for building a thriving fractional business—with a proven system for attracting premium clients and ending the feast-or-famine cycle. Fractional Powerhouse City: Austin Address: 701 Tillery St Unit 12 2795 Website: https://fractionalpowerhouse.com Email: sue@fractionalpowerhouse.com

A fractional CFO can be the key to unlocking hidden profits and financial clarity for growing businesses. In this episode, Ken LaCroix explains how business owners can transform financial confusion into smart, data-driven decisions that scale results.If you've ever asked, “Why am I making sales but still struggling with cash flow?” or “How do I really know what's working financially in my business?”—this episode is for you. Ken brings 15+ years of experience as a fractional CFO, specializing in helping businesses between $5M–$50M in revenue make sense of their numbers and use financial strategy to fuel sustainable business growth.You'll learn:Why focusing on gross profit margin over sales reveals your true performanceHow to manage working capital effectively as your business scalesWays to use AI in finance and automation to get faster, more accurate dataHow to spot and correct financial blind spots before they become costlyReal-world FP&A techniques to move from reactive to proactive strategyActionable steps to optimize operations and uncover profit optimization opportunitiesKen breaks down complex topics into practical insights any entrepreneur can act on. Whether you're in operations, finance, or just trying to make sense of small business finance, this conversation helps align your financial structure with your strategic goals.0:00 – Welcome & Intro to Fractional CFO Ken LaCroix1:15 – Who needs a fractional CFO?2:30 – Growing pains at $5M–$50M revenue stages4:00 – Spotting and solving financial blind spots5:40 – Making the shift to data-driven decisions7:10 – Why gross profit margin is more important than revenue8:35 – Managing working capital and cash flow questions10:00 – Finding hidden profits in item and customer data11:45 – Leveraging AI in finance for faster reporting13:00 – Implementing real FP&A systems14:10 – Final advice & how to connect with KenTo check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdDisclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn't do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxClick here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-onlineClick here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shopClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFor audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow us on Threads: https://www.threads.net/@thereal_drchrislooFollow us on TikTok: https://www.tiktok.com/@drchrisloomddphdFollow our Blog: https://www.drchrisloomdphd.com/blogFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphdSubscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025

Temi is a seasoned marketing and eCommerce leader with 15+ years of experience driving growth for DTC brands from $10M to $100M+. Now a Fractional Marketing Executive & Advisor, she helps brands scale through holistic strategies, brand building, and customer journey optimization.In this episode, Julia Schulhof chats with Temi about her path from Maryland to New York City, her career at Lord & Taylor and Estée Lauder, and her transition into fractional marketing. Temi reflects on the challenges of marketing herself, the value of networking, and shares insights on AI, mentorship, and staying curious in a fast-changing industry.

When does it make sense to bring on a Fractional CMO, and what should you expect from one? In this episode, Asia and Kim dig into the ins and outs of Fractional CMOs: what they do, when to hire one, how they're different from heads of marketing or full-time CMOs, and the biggest risks and rewards founders should know. Asia also reflects on her current work as a Fractional CMO and shares how she approaches structure, team-building, and strategy without getting stuck in the weeds. Got a question you'd like Asia to unpack on the podcast? Record a voicemail here. Chapters (00:02:05) - Fractional vs. full-time: what's the difference and when does each make sense?(00:03:30) - A CMO's core responsibilities: budget, strategy, and team.(00:05:30) - You don't need a team in place already to hire a CMO, but you do need budget and runway.(00:07:00) - Heads of marketing often get hired like CMOs, but they're not the same.(00:11:45) - A head of marketing thinks in channels, whereas a CMO thinks in markets, products, and investment strategy.(00:13:45) - Product marketing, demand gen, hiring, retention, and outsourcing are important parts of a CMO's responsibilities.(00:16:15) - Attribution and analytics, even if it's messy, is something that a CMO should take ownership of.(00:21:30) - You might need a CMO if you're making investments that aren't paying off and no one's connecting the dots.(00:23:15) - Trial periods are worthwhile when you're hiring for a CMO role since hiring the wrong person in a c-level role is costly.(00:26:50) - There are different types of CMOs, some are more visionary and others are more operational.(00:33:15) - The biggest thing to monitor with a fractional role is if marketing falls behind because there isn't a full-time leader.(00:36:00) - Less time can lead to more focus. A great fractional CMO will have a high level of clarity about priorities.

In this episode of the Drop In CEO podcast Ted Santos, a leadership disruptor and creator of the Disruptive Leadership Model, discusses strategies for fostering breakthrough growth in organizations. Ted shares his unique approach to advising CEOs, which includes creating problems to generate new solutions, transforming corporate cultures, and identifying untapped markets. He also delves into the personal and professional impact of effectively managing chaos and uncertainty, using examples from his extensive career. Episode Highlights: 09:30 Creating Breakthroughs and Disruptive Strategies 13:49 Challenges in Scaling and Integration 17:39 Transforming Mindsets and Organizational Structures 22:57 The Hidden Costs of Employee Turnover 23:47 The Value of Training and Development 35:27 The Impact of Personal Issues on Workplace Productivity Ted Santos is a leadership disruptor who helps CEOs, executives, and entrepreneurs transform chaos into their greatest advantage. As the creator of the Disruptive Leadership Model, he teaches leaders to stop solving problems—and start creating the right ones to fuel innovation and exponential growth. His bold strategies have doubled productivity, shattered growth ceilings, and turned struggling companies into industry leaders. Ted is also the author of Here’s Why You Can’t Find Love, which links personal struggles to lost business performance. Through every talk, training, and transformation, Ted helps high-achievers think bigger, move faster, and lead with radical clarity. Connect with Ted Santos: Company Website: www.turnaroundip.com Ted’s Linkedin: linkedin.com/in/ted-santos-ab0107 For More Insights from The Drop In CEO:

In this episode, Casey breaks down one of the most transformative mindset shifts for any fractional CMO: going from seller to buyer. Instead of pitching your services with desperation, what if you could select the clients and problems that genuinely excite you? Casey shares how stepping into this new role changes the energy of your sales conversations, attracts higher-quality opportunities, and leads to longer, more fulfilling engagements. Through real-life stories—including walking away from a signed contract—he illustrates how financial stability and confidence let you stop chasing clients and start choosing them. If you're ready to lead with authority and build a practice on your terms, this one's for you.   Key Topics Covered: - The shift from selling services to buying problems - Why confident energy attracts better clients - How to use financial stability to create leverage - The downside of acting desperate in sales conversations - Powerful language to adopt in your client outreach - How to uncover big-picture goals that fuel better results - The “hedonic treadmill” and the myth of income-based happiness - Why it pays to walk away from the wrong deal

In this episode of the Drop In CEO podcast Ben Yost, the newly appointed CEO of Yost Foods Inc. discusses the importance of family values in the business, and how Yost Foods addresses client needs with agile, customized solutions. Ben shares insights on maintaining a strong company culture, managing a family business, and the company's commitment to community service. Episode Highlights: 02:00 Ben Yost's Journey in the Family Business 05:52 The Origin Story of Yost Foods 09:22 Navigating Challenges and Celebrating Successes 15:48 The Importance of Company Culture and Community Service Ben Yost is the General Manager of Yost Foods, where he leads with an accountability-driven leadership style. Focusing on empowering his team, he prioritizes ability and accountability over previous experience or education. Ben’s leadership philosophy emphasizes pushing decisions as far down as possible while maintaining clear expectations. His commitment to a team-oriented approach has shaped Yost Foods' culture, where collaboration, not individual stardom, drives success. With a focus on community impact and service-minded values, Ben is dedicated to ensuring the company's growth while honoring its legacy. Balancing family, business, and personal growth, he continues to reflect on his journey and leadership choices. Connect with Ben Yost: Company Website: www.yostfoods.com Ben’s Linkedin: https://www.linkedin.com/in/ben-yost-58015232/ For More Insights from The Drop In CEO:

Jeff Holman is the founder of Intellectual Strategies, a groundbreaking legal services firm changing how startups and scaling companies access legal support. With a background in engineering, law, and business, Jeff combines technical know-how with strategic legal insight to support entrepreneurs navigating growth and complexity.   Jeff emphasizes the critical but often overlooked concept of "freedom to operate," helping businesses avoid legal landmines that can stall growth.   Jeff discusses the importance of documentation, proactive legal planning, and having trusted advisors, especially for CEOs who often carry the weight of the business alone.    Jeff advocates that leaders embrace experimentation, lean into their blind spots, and build with confidence, knowing they have the right support.   Website: Intellectual Strategies  LinkedIn: Jeff Holman   Check out our CEO Hack Buzz Newsletter–our premium newsletter with hacks and nuggets to level up your organization. Sign up HERE.  I AM CEO Handbook Volume 3 is HERE and it's FREE. Get your copy here: http://cbnation.co/iamceo3. Get the 100+ things that you can learn from 1600 business podcasts we recorded. Hear Gresh's story, learn the 16 business pillars from the podcast, find out about CBNation Architects and why you might be one and so much more. Did we mention it was FREE? Download it today!

Look—most of us in this industry have lived through tough stretches. When claim volume dries up or margins get squeezed, the gut reaction is to cut, freeze, survive. But Brandon and I are asking a better question: What if this slowdown is the wake-up call your business needed? This conversation is all about what to do now and how to build a company that thrives tomorrow. We're not peddling theory—we're sharing the stuff we've seen work, and what we're doing ourselves. Why you should listen: [08:29] Why the “gravy train” of program work is over—and what replaces it. [13:20] How to trim cost without cutting muscle: smart spend vs. emotional spend. [20:16] A full-time estimator for $1,400/month? Why offshore labor isn't just for tech startups. [27:23] The #1 reason VAs and fractional hires fail—and how to fix it. [32:16] Still using mid-level PMs to babysit losses? There's a better way. [46:26] In-house trades vs. subs: what costs you more when things slow down? [51:42] Fractional leadership: when to stop hiring full-time and start hiring smarter. [58:05] AI isn't replacing your team—but it might replace your excuses. [63:52] Is your tradeshow spend actually doing anything? How to rethink it. [70:23] Want to fix a $500K revenue problem? Here's how to sell your way out. You're not stuck. But you might need a new playbook. —Chris Thank you sponsors! Liftify is for restorers who are looking to accelerate their online reviews. Consistent and fresh Google Reviews are critical to growing your online presence and establishing trust with your brand. Don't leave it to chance; partner with Liftify and let them capture the feedback your team has earned. https://www.liftify.com/floodlight AnswerForce transforms the restoration industry by providing round-the-clock answering solutions. Their skilled team ensures no call goes unanswered, capturing and qualifying leads, scheduling appointments, and enhancing customer satisfaction. Benefit from industry expertise, scalability, and customized scripting while saving costs compared to in-house solutions. With AnswerForce, your business growth potential becomes limitless. https://www.answerforce.com/floodlight C&R Magazine is the industry's oldest and longest-running media outlet. The team brings restorers all the current news, developments, education and resources that impact our business and the teams we lead. From print media to podcasts, C&R ensures the industry news you need is accessible from anywhere. https://candrmagazine.com Actionable Insights. The Actionable Xactimate Profile by Actionable Insights offers live guidance for more accurate and complete estimates in Xactimate, preventing costly errors and improving your team's workflow. It's an essential upgrade for enhanced estimating accuracy and efficiency. https://getinsights.org/floodlight Did you know... Only 30% of businesses listed for sale actually find a buyer? Even more striking, just 10% of those sell for the price their owners anticipated or higher, meaning only 3% of all business owners achieve their desired sale price. By focusing on understanding and enhancing your enterprise value, you can significantly boost your chances of joining that successful 3%. Business Health & Value Assessment Start AssessmentKnow Your Enterprise Value. See Your Potential Gaps. Complete this assessment in less than 15 minutes and receive a free assessment for your business that includes: A Lite Valuation Of Your Business Your Value Multiplier Per Your Industry Health Assessment Per Our PYB Methodology Business Value & Growth Roadmap Tailored For You Value Acceleration Strategies

Tosha Anderson teams up with Cindy Wagman, Founder of the Fractional Fundraising Network to unpack what it means to hire a fractional executive. From navigating scope creep to knowing when your org is truly ready, this episode reveals everything nonprofits need to know before diving into the fractional model. Get real talk, expert insight, and practical advice on bringing strategic leadership to your team—without the full-time hire.Full episode recap here!Connect with Cindy WagmanLinkedInWebsite: https://www.nonprofitfractionals.com/ & https://www.fractionalfundraising.co/waitlistCheck these out on our website next: The Difference between a Bookkeeper, an Accountant, and a CFODo You Need a Nonprofit CFO? 

In this insightful episode, Casey chats with Dawn, a longtime agency owner who saw the writing on the wall — agencies are losing their edge. Rather than wait for the industry to shift beneath her, Dawn took action and pivoted into offering high-level fractional CMO services. She shares how she navigated the blurry line between strategy and execution, why she separated her fractional work into a new business entity, and what it really takes to let go of implementation. From margin gains to mindset shifts, this conversation is a candid look at what happens when you stop doing favors and start owning your value. Key Topics Covered: - Why Dawn shifted away from the traditional agency model - The hidden cost of offering strategy for free - How fractional CMO margins compare to agency work - The mindset shift from “favor” to paid value - Educating clients on what a fractional CMO actually does - The impact of AI on agency services and media buying - Playing at a higher level by stepping into the C-suite

Elena Chow, Founder of ConnectOne and Jeremy Au reconnect after three years to examine how Southeast Asia's hiring landscape evolved from rapid expansion to cautious, AI-aware decision-making. They explore how employer expectations have become more structured, why talent strategies now vary across the region, and what individuals must do to stay employable in the decade ahead. Their discussion covers the rise of Malaysia as a hiring hub, Vietnam's growing edge despite language challenges, and how automation is reshaping job functions. Elena also shares her “skills, markets, and industries of the future” framework, helping professionals make better career moves through strategic alignment. 02:00 Hiring shifted from urgency to intentionality: Employers now plan roles more carefully, focusing on outcomes and cost rather than headcount. 04:30 Fractional and contract talent went mainstream: On-demand expertise has become more accepted as startups look to stay lean and agile. 06:43 Malaysia emerged as a sweet spot for tech hiring: Its talent pool is multilingual, well-educated, and more cost-effective than Singapore's. 08:54 Indonesia's talent bubble burst post-unicorn boom: Average workers were overpaid during the boom and are now facing tough salary corrections. 22:02 AI adoption is redefining job replacement logic: Firms are evaluating AI tools before rehiring, making automation the first line of action. 12:00 Vietnam's talent quality rises despite English gap: With strong work ethic and improving tools, Vietnam's engineers are becoming regionally competitive. 29:34 Future-proof careers need 3-point alignment: Elena urges jobseekers to evaluate roles through the lens of future-ready skills, growth markets, and promising industries. Watch, listen or read the full insight at https://www.bravesea.com/blog/elena-chow-hiring-vs-ai Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts

In this episode of the Drop In CEO podcast, Tony Morales, Vice Chairman of N2Growth discusses how he’s helping C-Suite leaders and organizations grow, and the unique coaching strategies employed by their firm. Tony provides insights into the major trends in executive coaching, reflects on lessons from his career, and emphasizes the importance of focusing on people to achieve sustainable business success. Episode Highlights: 02:53 The Importance of Coaching and Leadership Development 13:53 Lessons Learned from Current Coaching Trends 15:49 The Role of Emotional Condition in Success Tony Morales is the Vice Chairman of N2Growth and a leadership advisor to CEOs and their Boards of Directors. Recognized by Fortune, Forbes, Business Insider, and other leading publications for his expertise, Tony is also a Lecturer in the Undergraduate Division and an Observer-Coach in the Aresty Institute of Executive Education at the Wharton School of the University of Pennsylvania.Prior to joining N2Growth, Tony co-founded a technology-enabled services business that grew from idea to $200,000,000 exit in four and a half years. Tony was the youngest-ever member of YPO at the time of his joining.Tony holds a bachelor’s degree in philosophy, politics, and economics, a master’s degree in anthropology, and graduate credentials in neuroscience from the University of Pennsylvania. Tony is generally interested in helping individuals, organizations, and economies flourish. Connect with Tony Morales: Company Website: www.n2growth.com Company Linkedin: https://www.linkedin.com/company/n2growthTony’s LinkedIn: https://www.linkedin.com/in/tony-morales/ For More Insights from The Drop In CEO:

Jason and Alex Blackwood discuss the current state of the DC housing market, focusing on the impact of low mortgage rates, the challenges of housing affordability, and the potential for a widening wealth gap between homeowners and renters. They also explored the impact of the pandemic on the real estate market, the potential benefits of Trump's policies on the economy, and the importance of building wealth through real estate. Additionally, they introduced Mogul, a platform that allows anyone to invest in real estate with a $250 minimum, providing flexibility and access to markets like Houston or Dallas. https://www.Mogul.Club #RealEstateInvesting #MarketTrends #WealthBuilding #FinancialFreedom #InvestWisely #InvestorMindset #HousingMarket #Doomers #EconomicInsights #TaxStrategies #Entrepreneurship #PassiveIncome #SmartInvesting #JasonHartman #EmpoweredInvestor     Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

In this episode of the Drop In CEO podcast, Ashley Rudolph discusses the challenges and strategies for high-achieving executives, founders, and industry leaders. Ashley shares her personal backstory, her journey into coaching after a successful career in the tech and startup world, and the significance of self-awareness and external support in career growth. Deb and Ashley also cover the importance of strategic thinking, handling corporate uncertainty, and advocating for personal development within an organization. Listeners are encouraged to reach out for personalized coaching to overcome their own leadership challenges. Episode Highlights: 04:39 Challenges Faced by Next Gen Executives 08:26 The Importance of Coaching and Mentorship 13:21 Ashley Rudolph's Entrepreneurial Journey 18:56 Navigating Uncertainty and Control 20:06 Client Success Stories Ashley Rudolph is a leadership coach and business strategist who helps high-achieving executives, founders, and industry leaders navigate career growth and leadership transitions. With clients including A24, Disney, Harvard, IDEO, and Citi, Ashley provides high-end experiences like coaching, workshops, and advisory services to empower leaders with clarity, confidence, and strategy. Known for her results-driven approach, Ashley has guided senior leaders through career shifts, built high-performing organizations, and helped executives step into leadership roles with conviction. Her insights have been featured in Inc., U.S. News, and The New York Post. Ashley's personal journey from tech VP to coach fuels her passion for empowering others to redefine their potential. Connect with Ashley Rudolph: Company Website: www.workwithashleyr.com Linkedin: www.linkedin.com/in/ashleyrudolph For More Insights from The Drop In CEO:

In this episode, Jeana Goosmann is joined by her longtime colleague and law partner, Aaron Adams, to talk about how fractional general counsel work can provide growing businesses with tailored legal support without the overhead of a full-time hire. Aaron explains how Goosmann Law Firm's fractional general counsel services offer customized legal solutions that align with each client's specific needs and industry challenges. Together, we discuss the benefits of predictable monthly legal budgets, proactive risk management and having direct access to experienced attorneys who understand your business. We also touch on the fractional general counsel cost vs. the costs of trying it on your own. The fractional GC model allows businesses to scale their legal support as they grow, making sure that they have the right level of guidance at every stage. For entrepreneurs and established CEOs alike, this episode contains valuable insights into how fractional general counsel offerings can help you navigate complex legal landscapes efficiently and with confidence. Visit our Website Follow Us on LinkedInSubscribe to our NewsletterRead Jeana's Book: Worth It

In this episode, Howard Sutker and Scott Moran of SUTKER MORAN join Scott Becker to discuss the growing demand for outsourced CFO services, trends reshaping middle-market finance, and how their firm delivers high-level financial acumen at lower cost.

QFF: Quick Fire Friday – Your 20-Minute Growth Powerhouse! Welcome to Quick Fire Friday, the Grow A Small Business podcast series that is designed to deliver simple, focused and actionable insights and key takeaways in less than 20 minutes a week. Every Friday, we bring you business owners and experts who share their top strategies for growing yourself, your team and your small business. Get ready for a dose of inspiration, one action you can implement and quotable quotes that will stick with you long after the episode ends! In this episode of Quick Fire Friday, host Rob Cameron interviews LaTonya Roberts, Founder of Harmony Consulting Group, shares how she helps small business owners streamline operations, scale sustainably, and step fully into their CEO role. She discusses the power of fractional COO support, her signature operational health audit, and the importance of strategic planning. La Tonya also explains how outsourcing day-to-day operations allows founders to focus on growth, clients, and innovation. With real-life examples and practical insights, this episode is a must-listen for any business owner feeling stretched too thin. Discover how to grow smarter, not harder. Key Takeaways for Small Business Owners: Fractional COOs Add Big Value Without Full-Time Costs: You don't need a full-time operations executive to scale—fractional COOs offer expert support tailored to your business size and budget. Start with an Operational Health Audit: Assessing eight core areas of your business helps identify what's working, what needs fixing, and where to stop wasting time and energy. Strategic Planning Drives Sustainable Growth: Annual planning with clear 3–5 year goals, broken into quarterly milestones, keeps your business focused, flexible, and on track. Our hero crafts outstanding reviews following the experience of listening to our special guests. Are you the one we've been waiting for? Step Into Your CEO Role: Let go of the day-to-day grind and focus on vision, sales, and growth—your highest-value work as a founder. Prioritize Communication with Your Fractional Exec: Clear roles, decision-making authority, and regular check-ins are key to a successful partnership. You Don't Have to Do It All Alone: Even with limited resources, bringing in trusted operational support—just a few hours a week—can unlock growth and free up your time. One action small business owners can take: According to La Tonya Roberts, one action a small business owner should take is to conduct an operational health audit to identify inefficiencies, streamline processes, and create a clear roadmap for sustainable growth. Do you have 2 minutes every Friday? Sign up to the Weekly Leadership Email. It's free and we can help you to maximize your time. Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.

Draye Redfern was this week's guest on Success Profiles Radio. He is the Founder of Fractional CMO, helping 7 and 8-figure services companies stop wasting money on marketing and scaling with strategies that work. He talked about selling a company to Warren Buffett's Berkshire Hathaway, when it's appropriate to bring in a CMO to your business, what 7 and 8-figure clients look for in a consultant, using AI to move faster in business, and his book The Recession Survival Guide. In addition, we discussed his ANCHOR framework to apply to your marketing, why some entrepreneurs fail at scaling their businesses, why referrals and current customers are more profitable than finding new ones, using joint ventures to build a business, and why direct mail can still be very lucrative as a marketing tool. You can subscribe and listen to the show on Apple Podcasts/iTunes. You can also hear in on Spotify, Audible, iHeart, and at Success Profiles Radio | Live Internet Talk Radio | Best Shows Podcasts

In this powerful episode, Casey sits down with Ben, a CMOx Accelerator member whose story is anything but ordinary. From shutting down an agency that no longer resonated with clients to becoming a high-performing, fully booked fractional CMO, Ben shares the pivotal mindset shifts, near-tragic car accident, and deep personal reflections that shaped his trajectory. You'll hear how he overcame limiting beliefs about success, leaned into strategy and leadership, and built a values-driven practice — even while recovering from a spinal fracture. This is an episode about resilience, reinvention, and redefining what it means to lead. Key Topics Covered: -Transition from a failing Drupal agency to a successful fractional CMO practice -Letting go of past professional identities and communities -Overcoming upper-limit beliefs around money and self-worth -Realizing value through strategy and leadership, not implementation -Recognizing the importance of community support and real conversations -Framing business success as a spiritual mission, not just financial gain  

In this episode of the Drop In CEO podcast, Thom Singer, CEO of the Austin Technology Council. Tom shares his journey from sales and marketing to becoming a keynote speaker and author. He emphasizes the value of building strong relationships and the role of human interaction in navigating today's AI-driven world. Through personal anecdotes and professional insights, Thom illustrates how connections and community can propel career success and business growth, especially for C-Suite leaders. Episode Highlights: 03:48 Navigating Career Transitions and Challenges 05:02 Balancing Multiple Roles and Family Life 08:51 The Importance of Networking and Building Relationships 20:07 The Human Side of Business Thom Singer is the CEO of the Austin Technology Council and a dynamic keynote speaker who specializes in the power of relationships, trust, and accountability in business. With over a decade of experience, Thom has energized more than 1,000 audiences through high-energy, action-driven presentations. Known as “The Conference Catalyst,” he fosters lasting connections before, during, and after his talks. A Certified Speaking Professional (CSP), Thom is also the author of 12 books and host of the Making Waves At C-Level podcast, where he interviews top business leaders. He lives in Austin, Texas, with his wife and two daughters. Connect with Thom Singer: Company Website: Https://thomsinger.com Linkedin: LinkedIn.com/in/thomsinger For More Insights from The Drop In CEO:

In this episode of the Drop In CEO podcast, Bill Bresser discusses extensive journey from volunteer to CEO, the organization's mission and services, and the impact they have on the youth in their community. Bill shares inspirational stories of transformation, challenges faced, and the importance of fundraising and storytelling in nonprofit work. The episode also highlights opportunities for community involvement and volunteerism, as well as the future vision for the organization's Youth Workforce Development Center. Episode Highlights: 07:25 Fundraising and Storytelling 08:57 Heartwarming Success Stories 16:41 Volunteer Opportunities and Community Involvement 20:04 Youth Workforce Development Center William (Bill) Bresser is the CEO of the Boys & Girls Clubs of Greater Cincinnati, where he leads an organization serving over 2,500 youth annually. A University of Cincinnati graduate, Bill began as a volunteer in 2003 and rose through the ranks to become CEO in 2018. Over two decades, he’s held roles from Education Director to VP of Operations, shaping programs and managing millions in grants. He holds multiple leadership certifications and serves on several boards, including the Ohio Alliance of Boys & Girls Clubs. Bill lives in Cincinnati with his wife Bethany and son Will, who inspires his dedication daily. Connect with Bill Bresser: Company Website: www.bgcgc.org Linkedin: https://www.facebook.com/thecincyclub For More Insights from The Drop In CEO:

In this episode of HR Heretics, Nolan Church and Kelli Dragovich interview Sally Thornton, founder of Forshay. Sally shares insights on the fractional executive placement business she's built since 2011. Thornton emphasizes that successful fractional work requires consultative skills, boundary management, and rapid trust-building rather than simply scoped part-time arrangements. If you're thinking of going fractional, this is a must-listen discussion.*Email us your questions or topics for Kelli & Nolan: hrheretics@turpentine.coFor coaching and advising inquire at https://kellidragovich.com/HR Heretics is a podcast from Turpentine.Support HR Heretics Sponsors:Planful empowers teams just like yours to unlock the secrets of successful workforce planning. Use data-driven insights to develop accurate forecasts, close hiring gaps, and adjust talent acquisition plans collaboratively based on costs today and into the future. ✍️ Go to https://planful.com/heretics to see how you can transform your HR strategy.Metaview is the AI assistant for interviewing. Metaview completely removes the need for recruiters and hiring managers to take notes during interviews—because their AI is designed to take world-class interview notes for you. Team builders at companies like Brex, Hellofresh, and Quora say Metaview has changed the game—see the magic for yourself: https://www.metaview.ai/hereticsKEEP UP WITH SALLY, NOLAN + KELLI ON LINKEDINSally: https://www.linkedin.com/in/sallythornton/Nolan: https://www.linkedin.com/in/nolan-church/Kelli: https://www.linkedin.com/in/kellidragovich/—LINK/S:Forshay: https://forshay.com/—TIMESTAMPS:(00:00) Intro(01:58) What Forge Does(02:33) Trust Barriers in Fractional Work(03:25) The Relational Approach(04:36) Buyer Mindset Challenges(06:10) Marketplaces vs. Agents(10:00) The Adverse Selection Problem(10:56) The Dirty Secret of Fractional(11:45) Different Interview Approach(13:03) Consulting Background Advantage(13:53) Sponsors: Planful | Metaview(16:57) The Ideal Buyer(17:26) Early vs. Late Stage Company Challenges(18:24) CFOs Make Better Clients(18:59) Transparent Pricing Model(21:41) Hourly Rate Guidelines(22:41) W2 vs. 1099 Considerations(23:27) The Honeymoon Phase(24:52) Managing Client Expectations(26:46) Beyond Filling Open Roles(29:08) The Assessment Process(34:29) Evolution from Interim to Fractional(37:05) Advice for New Fractional Execs(38:15) The Black Hole Complaint(40:11) Career Self-Management(42:11) Sustaining a 15-Year Business(43:06) Wrap This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hrheretics.substack.com

In this episode of the Drop In CEO podcast, Dean Isaacs discusses how he helps B2B businesses achieve strategic growth and profitability. Dean shares his journey from corporate roles to becoming a fractional executive and launching the Fractional Launchpad, a group coaching program for fractionals. He emphasizes the importance of intentional networking and aligning business strategy with sales and marketing efforts. They also explore Dean's new initiative, the Fractional Collective, which aims to build a supportive community for fractionals and consultants. Episode Highlights: 04:34 Networking Strategies for Business Growth 09:09 Aligning Sales and Marketing for Success 12:24 The Rise of Fractional Executives 18:24 The Fractional Launchpad and Collective Dean Isaacs is the founder of Vantage Group, a sales and marketing strategy firm dedicated to helping B2B businesses achieve strategic revenue growth and profitability. With over two decades of experience, Dean has advised hundreds of companies and served in numerous fractional Chief Revenue Officer (CRO) and Chief Marketing Officer (CMO) roles, bringing a results-driven approach to leadership and business growth.Beyond his work with B2B companies, Dean is a trusted coach and mentor to fractional executives. Through his group coaching program, the Fractional Launchpad, he empowers fractional leaders to confidently launch and scale their businesses, leveraging his expertise to help them thrive in the evolving fractional space. Connect with Dean Isaacs: Company Website: https://www.thevantagegrp.com/ Linkedin: https://www.linkedin.com/in/deanisaacs/ For More Insights from The Drop In CEO:

Andy tells some stories, talks about the Blues devastating loss in Game 7. The Blues struggles with the 6v5. Andy compares and contrasts Sunday's loss to losses from years ago. Andy also talks about the offseason possibilities and “hockey trades.” Andy kind enough to stick around for another segment as we wait for Steven Matz to give us a call. Andy also breaks news of Joel Quenneville being named coach of the Ducks. The audience peppers Andy with some questions. Steven Matz joins the show talking about the 5-game win streak for the Cardinals and what he has noticed as a difference recently. Steven also discusses the home/road splits. Steven also tells us about catching a bull shark a few years ago. Martin out for onboarding. Victor Scott postgame sound following his big game on the basepaths. Cardinal road trip. Fractional jet ownership. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.