Podcasts about fractional

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

Welcome to the CanadianSME Small Business Podcast, hosted by SK. In this episode, we explore how businesses can break through growth plateaus by leveraging fractional CMO strategy, gaining clarity, expertise, and momentum without full-time executive costs.Joining us is Manuel Rodriguez, Marketing Manager at Able & Howe, a strategist whose journey from immigrant to marketing leader shaped his ability to position, adapt, and build value under pressure. Manuel shares how the fractional CMO model helps businesses cut through noise, build trust, and turn digital efforts into predictable growth engines.Key Highlights:Adaptability & Growth: How Manuel's journey shaped his approach to helping companies compete. Overcoming Trust Barriers: Why SMEs struggle with agencies and how to build transparent partnerships. Fractional CMO Advantage: How SMBs gain strategic leadership without full-time overhead. Independence-Focused Model: How Able & Howe helps clients reduce agency dependence over time. Future of Digital & AI: How SMBs can stay ahead without overwhelm and Manuel's vision for Able & Howe.Special Thanks to Our Partners:RBC: https://www.rbcroyalbank.com/dms/business/accounts/beyond-banking/index.htmlUPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWAGoogle: https://www.google.ca/A1 Global College: https://a1globalcollege.ca/ADP Canada: https://www.adp.ca/en.aspxFor more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age!Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.

✨ 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

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

Hi, I'm Granger Forson, and you can find me at www.bizsmart-gloucestershire.co.uk or connect with me on LinkedIn. In this episode of ScaleUp Radio, I sit down with Kat Wellum-Kent, founder of The Fractionals Group. A business built on the powerful idea that scale-ups deserve fractional support that truly integrates into their teams.   Kat shares her inspiring journey from accountant to entrepreneur, revealing how a chance lunch with a friend in Australia sparked her leap into creating Fractional Finance and later Fractional Human Resources. From just an idea to a 12-person team working with over 22 clients, her story embodies courage, clarity, and purpose.   We explore how Kat has differentiated her business in an increasingly competitive market by blending strategic CFO-level insight with operational finance delivery and how she's applied the same model to HR. It's a blueprint for scale-ups seeking high-impact expertise without full-time hires.   What shines through most is Kat's authenticity. She speaks candidly about learning from early hiring missteps, building a culture of honesty and alignment in a remote team, and leading with empathy. Her leadership approach, grounded in openness, intuition, and continuous improvement has built a business where people grow together.   Whether you're considering the fractional model for your own business, exploring how to build stronger teams, or looking for inspiration to trust your instincts and take the leap, this conversation will give you both courage and practical insight.   To ensure you don't miss any inspirational future episodes, do subscribe to ScaleUp Radio wherever you like to listen to your podcasts.   So, let's now dive into the inspiring journey of intuition, authenticity, and fractional growth with Kat Wellum-Kent.   Scaling up your business isn't easy, and can be a little daunting. Let ScaleUp Radio make it a little easier for you. With guests who have been where you are now, and can offer their thoughts and advice on several aspects of business. ScaleUp Radio is the business podcast you've been waiting for.   If you would like to be a guest on ScaleUp Radio, please click here: https://bizsmarts.co.uk/scaleupradio/kevin   Book a call with Granger - 30 minutes value add conversation for Business owners with Staff. https://api.goexela.com/widget/bookings/catchupgrangerugx7zl     You can get in touch with Kevin & Granger here: kevin@biz-smart.co.uk grangerf@biz-smart.co.uk   Kevin's Latest Book Is Available! Drawing on BizSmart's own research and experiences of working with hundreds of owner-managers, Kevin Brent explores the key reasons why most organisations do not scale and how the challenges change as they reach different milestones on the ScaleUp Journey. He then details a practical step by step guide to successfully navigate between the milestones in the form of ESUS - a proven system for entrepreneurs to scale up. More on the Book HERE - https://www.esusgroup.co.uk/   Kat can be found here: https://www.linkedin.com/in/katwellum-kent/   Resources: Traction by Gino Wickman - https://uk.bookshop.org/p/books/traction-get-a-grip-on-your-business-gino-wickman/3561744?ean=9781936661831&next=t Pitch Deck podcast - https://www.nicktelson.com/podcast Opal app - https://www.opal.so/ Gabby Bernstein app - https://gabbybernstein.com/gabby-coaching-app/    

In this episode, I'm joined by one of my favorite humans and my very first Simple CFO client—Rich Lennon. Rich has done it all: from flipping houses to owning rentals, and now, he's built a life of freedom through private lending. We unpack how he made the shift from operator to lender, what a “fractional wrap” is, and why lending has become his favorite seat at the table.Whether you're deep in real estate or just starting to stack cash, this episode gives you a blueprint for transitioning into lending the right way. Rich breaks down the systems, the mindset, and the returns—and shares how you can lend with both profitability and integrity.Episode Timeline[0:00] – Introduction[2:15] – My early days working for Rich and how he became Simple CFO's first client[5:00] – How Rich discovered $800K hiding in his books and started thinking differently[6:00] – Reaching financial freedom during COVID—and shutting everything down[7:00] – Falling in love with lending: high returns, minimal hours, and maximum freedom[9:00] – From flips to funding: Why lending is easier and less risky than operating[12:00] – What a fractional wrap is and how Rich earns 30-50% ROI with lower risk[14:30] – How to structure lending deals with skin in the game and built-in protection[17:00] – Why you only need to do 2-4 deals per year to create serious passive income[19:30] – Can you scale lending into a real business? Rich explains how he did it[21:00] – Why staying local is crucial for successful private lending[23:00] – How to underwrite a deal (even if you've never flipped a house)[25:00] – The moral code of lending: returns are great—but do it the right way[27:00] – How to get in touch with Rich and learn his full lending system5 Key TakeawaysLending can be simpler and safer than flipping — if you structure your deals correctly and underwrite with discipline.Fractional wraps allow you to combine your money with others, lend it at a higher rate, and pocket the spread—earning 30–50% ROI.Having skin in the game protects both you and your lender. Don't cut corners on underwriting or paperwork.Stay local so you can personally inspect properties and build trust with borrowers.Integrity matters—Rich teaches not just how to make money but how to do it in a way that serves everyone involved.Links & ResourcesText Rich Lennon directly at (804) 601-0330 to learn more about his training on fractional wraps and private lending.Need to stack cash first? Book a free financial clarity call at simplecfo.comIf you enjoyed this episode, please consider rating, following, and sharing the podcast. Your support helps more investors build financial clarity, cash flow, and consistent profit!

In this episode of The Fractional CMO Show, Casey Stanton dives into what it really means to work as a fractional CMO—and why sometimes that means rolling up your sleeves and doing the work yourself. He's pulling from years of real client experience, from managing multi-million-dollar launches to helping clients navigate gaps in their teams, and he's calling out the patterns he sees: overextending yourself, letting scope creep happen, and trying to do everything instead of delegating strategically.   Casey shares straight-up stories from his work—like stepping in when a key team member's paternity leave threatened a project, or designing a custom data workflow to connect a client's CRM systems. These examples show the fine line between having fun, experimenting, and solving problems that only you can solve as a CMO. Key Topics Covered: -How to handle scope creep without burning out -When it makes sense to roll up your sleeves—and when to delegate -Building systems and teams to work smarter, not harder -Using curiosity and play to maintain an edge and stay sharp -Leading through hard times, not just easy wins -Structuring fractional CMO engagements for maximum impact -Why fewer clients and bigger problems equal better outcomes and higher fees

Implement AI deploys teams of digital workers that work together to boost growth, increase capacity, optimise costs, and improve customer and prospect engagement.Through our AI Operating System (AIOS), a fully managed AI Agent Platform built around Agent Teams, an Agentic CRM, and an Agentic Task Engine, businesses can start with a single digital worker and scale to 50 or more across departments such as sales, support, analysts, and computer use. All setup and configuration is fully handled, so no technical expertise is needed.With more than 400 integrations, organisations save time, increase productivity, and scale faster. Grow your workforce, not your payroll.Learn more at www.implementai.ioIn this episode of The Implement AI Podcast, hosts Piers Linney and Dr Aalok Y. Shukla are joined by Roei Samuel, CEO and Founder of Connectd, to examine how AI, digital workers, and fractional talent are reshaping the workforce. They explore why organisations want to scale revenue without expanding headcount, where AI is already outperforming traditional teams, and why the next three years will determine which companies grow and which professionals stay relevant. Roei shares Connectd's growth from zero to $13M ARR in 3.5 years, and the structural forces pushing the shift from jobs to outcome-based work.Speak to our AI agents and start your capacity journey. Hosted on Acast. See acast.com/privacy for more information.

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 -

Growing biotech firms are bleeding cash on technology decisions made without strategic expertise. While scientists focus on breakthrough therapies, makeshift digital infrastructure quietly creates expensive problems. There's a smarter way to access executive-level technology leadership without the commitment most startups can't afford.​​​​​​​​​​​​​​​​Visit https://www.gamma-solutions.llc/services GAMMA SOLUTIONS, LLC City: Newton Address: 45 Nonantum St. Website: https://www.gamma-solutions.llc Email: ga.morin@gamma-solutions.llc

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

Ryan Frazier, CEO of Arrived, explains their real estate investment platform, which allows investors to buy fractional shares of houses. It allows investors to buy with as little as a $100 threshold, aiming to bridge the gap for retail investors who traditionally struggle to invest in real estate. He explains how Arrived works and discusses their recent funding round for $27 million. Notable investors include Jeff Bezos, Marc Benioff, and more.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

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

When Seaira Ford walked away from her full-time job on a random Thursday - with no clients lined up and a fresh cocktail of terror and relief - she finally did the thing she'd been circling for years: she started her own business. In this episode, Sierra shares how a lifetime of “working for the man,” helping everyone else launch their ideas, and quietly shouldering other people's numbers finally pushed her into launching Next Phase Solutions & Support. We talk about why bookkeeping is the non-negotiable foundation of any healthy business, what it actually looks like to have a fractional CFO in your corner, and how knowing your numbers is the difference between “I guess we're in the black” and “I know exactly why this is working.” Seaira opens up about fear, comfort, and that pivotal moment when the unknown felt less scary than staying stuck. She also shares how Powered by Her lunches and podcast episodes helped her find her people, her confidence, and the courage to bet on her own skill set. If you've ever said, “I could never do this on my own,” this one will hit close to home - in the best way. www.poweredbyhercommunity.com

In this episode of the Beacon Way podcast, host Adrienne Wilkerson welcomes a special guest, Steve Koscik, who has been the fractional CFO at Beacon for the past three years. Steve shares his extensive background, having previously served as a CFO for a Toyota-based material handling company. He discusses the substantial benefits of fractional CFO services, including financial clarity, KPI setup, cash flow optimization, and strategic decisionsupport. Steve explains the differences between fractional and full-time CFO roles, emphasizing mentorship and efficient financial systems. Additionally, the conversation covers how AI and tools like Giraffe are revolutionizing financial management. The episode concludes with insights on preparing effective business budgets and tips for financial planning. Don't miss out on understanding the significance of a fractional CFO and how it can transform your business!Links mentioned in today's episode:Think CFO: https://www.thinkcfo.net/ Connect with Steve on LinkedIn: https://www.linkedin.com/in/steve-koscik-cpa-mba/Email Steve at: steve@thinkcfo.net

In this episode of The Fractional CMO Show, Casey dives into the secret to thriving long-term as a fractional CMO: having fun. He shares why commitment and consistency matter, but also why enjoying the work you do is what fuels creativity, engagement, and lasting success. Drawing on his own experiences — from conversations with Jeff Walker, the enduring "Launch Guy," to experimenting with vibe coding, AI, and creative marketing projects — Casey shows how curiosity and play can lead to innovation and new opportunities. He explains why marketers who constantly reinvent themselves often burn out, and why committing to your craft while keeping it playful can help you solve bigger problems, create higher-value client relationships, and enjoy the journey along the way. Throughout the episode, Casey offers practical ways to bring fun into your work, whether that's experimenting with marketing strategies, pricing creatively, or just nerding out on the aspects of marketing that excite you most. This episode is a reminder that the most successful fractional CMOs are those who treat their career like a game — where engagement, joy, and curiosity drive both impact and income. Whether you're a seasoned fractional CMO or just starting out, this episode will help you rediscover the joy in your work, innovate without pressure, and create a career that's both high-performing and enjoyable. Key Topics Covered: - Why commitment and consistency are essential for long-term success - Lessons from Jeff Walker on staying focused and building enduring expertise - The danger of constant reinvention and chasing short-term wins - How "play" and curiosity fuel innovation and learning - Turning your marketing interests into fun experiments that enhance skills - Bringing joy and energy into client work, pricing, and problem-solving - Why being playful attracts clients, collaborators, and opportunities - How fun amplifies engagement, mastery, and long-term success  

Dani Dufresne is an Emmy-winning producer and founder of The Aux Co, bringing over a decade of experience cleaning up creative disasters for major brands. In this episode, we explore why beautiful, expensive productions often deliver empty results and how production expertise at the beginning—not the end—of creative development changes everything.Dani's journey from film school to becoming a fractional executive producer reveals a fundamental flaw in how agencies and brands approach creative: they develop the idea first, then figure out how to produce it. This backwards process leads to blown budgets, compromised creative, and campaigns that look stunning but deliver nothing.The Movie Poster Test: If you can't explain your brand message in one sentence, your creative has already failedWhy agencies fail: The fatal flaw of developing creative without production expertise in the roomAI's brutal exposure: How artificial intelligence revealed $25 million in wasted programmatic ad spend from Q2 aloneCommunity vs influencers: Why borrowing audiences through influencer marketing is dying, and authentic community building is the futureThe burnout trap: How being the "problem solver" trains clients to only call you when things breakCinematic storytelling trends: The rise of MOS (music-only) filmmaking and why vintage/Y2K aesthetics signal authenticityFractional production model: How The Aux Co embeds expertise into agency teams without the overheadSimplicity wins: Why attention spans demand one-sentence messaging, not 50-page decksTimestamps:00:00 – Film school journey & production company origins02:47 – Transition from film editing to production work03:32 – Discovering producer role through problem-solving06:24 – Film development to advertising pivot07:36 – Agency vs production company dynamics08:36 – Founding The Aux Co as fractional production team10:50 – Building trust through small wins approach11:32 – Early involvement prevents costly mistakes13:11 – Results-focused creative evaluation14:40 – Longer-form branded entertainment opportunity15:54 – Community building over influencer borrowing17:52 – AI enabling real human connection work18:24 – Programmatic ad waste analysis ($25M Q2)19:28 – Vintage/Y2K aesthetic as authenticity signal21:01 – AI for rapid ideation & creative iteration22:43 – Cinematic storytelling & MOS filmmaking trend26:28 – Simplicity as ultimate creative power29:41 – Attention span decline requiring simple messaging31:33 – Evolution of director vs agency creative roles34:22 – Fractional executive producer model breakdown37:12 – Managing burnout & client selectivity38:23 – Letting go of problem-only clients40:56 – Partner dynamics & production software ventureWe explore the dramatic shift from influencer marketing to community building, the role AI plays in exposing waste and enabling genuine human connection, and why the most powerful creative ideas pass the "movie poster test"—explainable in a single sentence.If your brand message takes more than one sentence to explain, you don't have a creative problem—you have a clarity problem. The best ideas are simple enough to fit on a movie poster, powerful enough to drive results, and honest enough to build real community. Stop developing creative in a vacuum and bring production expertise to the table from day one.Enjoyed this episode? Subscribe to Drop The Mic and leave a review! New episodes drop weekly with insights from marketing leaders, agency owners, and creative experts transforming how brands connect in the AI era.

Links & ResourcesFollow us on social media for updates: ⁠⁠Instagram⁠⁠ | ⁠⁠YouTube⁠⁠Check out our recommended tool: ⁠⁠Prop Stream⁠⁠Thank you for listening!

In this episode of the Drop in CEO podcast, Deb Coviello welcomes back Todd Wilkowski, a seasoned fractional general counsel and trusted advisor to family-owned and closely held businesses. Together, they explore the evolution of the fractional executive model, the importance of building relationships over transactions, and how proactive legal and business strategies can empower small and medium-sized businesses. Todd shares personal stories, the VROOM framework, and insights on collaboration, risk, and the future of work in the age of AI. Episode Highlights: 02:00 – Todd shares his unique background, from Air Force officer to trusted legal advisor, and the value of diverse experiences. 21:00 – The rise of the fractional executive model: why relationships, not transactions, are the future for business advisors. 33:00 – Introducing the VROOM framework: Value, Relationship, Resources, Responsiveness, Relevancy, and Measurability for client success. 45:30 – Embracing AI and collaboration: how technology and human connection are shaping the next era of business leadership. Todd is a trusted advisor and outside general counsel for private, closely held, and family-owned businesses. A former Air Force officer and experienced construction law attorney, he brings a unique perspective to risk management, compliance, and strategy. Before joining Frost Brown Todd, he spent seven years as General Counsel for Baker Concrete Construction, overseeing all legal and enterprise risk functions. Todd provides practical, strategic counsel on contracts, disputes, HR, and governance, helping companies strengthen operations and seize growth opportunities. His proactive, business-minded approach helps clients manage risk, plan for succession, and position their organizations for long-term success. Company Website: https://frostbrowntodd.com/ Linkedin: https://www.linkedin.com/in/todd-wilkowski-8802286/ 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.

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.

In episode 49 of Wake Up to Wealth, Brandon Brittingham interviews Stella Han, founder of Fractional—the platform transforming how real estate operators raise capital. Stella shares her journey of overcoming fundraising challenges and how Fractional empowers operators to create investment clubs and raise funds with ease.Tune in for an inspiring discussion on wealth-building strategies and the importance of community support in podcasting. SOCIAL MEDIA LINKSBrandon BrittinghamInstagram: https://www.instagram.com/mailboxmoneyb/Facebook: https://www.facebook.com/brandon.brittingham.1/Stella HanInstagram:https://www.instagram.com/hellastellah/X: https://x.com/hellastellahLinkedIn: https://www.linkedin.com/in/hanstella/YouTube: https://www.youtube.com/user/bernoffWEBSITESBrandon Brittingham: https://www.brandonsbrain.org/home==========================SUPPORT OUR SPONSORS:Paramount Property Tax Appeal: https://www.paramountpropertytaxappeal.com/MS Consultants: https://www.costsegs.com/Email Carson at The Money Multiplier: carson@themoneymultiplier.comRocketly: https://rocketly.ai/

When it comes to serving HNW clients, your team of experts is everything. And increasingly, one of the key members of high-impact advisors' teams is a fractional general counsel who works with entrepreneur clients. This week, Koby Wilbanks, founder of Continuum Legal, shines some light on the world of fractional general counsels—what they do, who can benefit and why advisors should consider working with them to advocate for their business owner clients. Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.com.

Dexter Cousins brings a new weekly insight on Fintech careers and hiring.In this episode he explores the growing trend of C-suite professionals contemplating a shift from their current roles to alternatives that better support their well-being. While at the same time executives who have made the shift by becoming self-employed or starting Fractional service offerings, are seeking permanent work again.Let s know what you think. What has been your experience in either offering Fractional Exec services or using them?Send us a textContact dexter@tieronepeople.com to discussSubscribe Newsletter: https://www.linkedin.com/newsletters/fintech-leaders-7092732051488980992/Connect on Linkedin: https://bit.ly/3DsCJBp

Send us a textIn this compelling episode of Business Growth Talks, host Mark Hayward engages in a dynamic conversation with Deb Coviello, famously known as the Drop in CEO. A beacon for CEOs facing challenges, Deb uses her profound leadership insights and analytical skills to detail how she aids business leaders in regaining control during crises. From the onset, the episode captures Deb's unique approach to consulting — one that meticulously intertwines quality management, strategic vision, and critical mediation in corporate settings. Through the lens of her vast experience, Deb elucidates the underlying signals of leadership pitfalls and offers actionable advice to foster resilience and sustainability in businesses.Mark and Deb delve into the nuances of leadership, exposing the common blind spots executives face and the pressing need for external insights amidst corporate chaos. Deb's philosophy extends beyond traditional frameworks, emphasizing a bespoke, human-centric strategy that nurtures both core operations and interpersonal relationships. Her approach transcends titles and siloed definitions like 'fractional' versus 'consultant,' focusing instead on crafting tailored, transformative journeys that align leaders with their company's objectives. As the dialogue unfolds, Deb shares about her future endeavors, including her plans to expand the podcast into an exciting new format while continuing to champion innovation through her literary pursuits.Key Takeaways:Deb Coviello stresses the importance of recognizing when leadership methods need evolution due to shifting corporate dynamics.Building consensus and trust is central to successful communication and resolution in leadership roles.Entrepreneurs should diversify their offerings and set up systems to avoid feast-and-famine cycles in business.Fractional roles and consulting both offer unique value; differentiation is key for standing out in a crowded market.Deb highlights the importance of creativity and personal growth throughout professional and personal life.Resources:Deb Coviello's Website: Drop In CEOLinkedIn: https://www.linkedin.com/in/deborahacoviello/Books by Deb Coviello:"The CEO Compass"Upcoming: "The New CEO Playbook"Deb Coviello's Podcast: The Drop In CEOJoin us in exploring how seasoned entrepreneurs, CEOs, and industry leaders like Deb Coviello are innovating paths to success. Listen to the full episode for a deep dive into strategies for business growth and stay tuned for more enriching conversations every week on Business Growth TalksSupport the showIf you want to watch the full video of this episode go to:https://www.youtube.com/@markhayward-BizGrowthTalksDo you want to be a guest on multiple podcasts as a service go to:www.podcastintroduction.comFind more details about the podcast and my coaching business on:www.businessgrowthtalks.comFind me onLinkedIn - https://www.linkedin.com/in/mark-hayw...Tik Tok - https://www.tiktok.com/@mjh169183YouTube Shorts - https://www.youtube.com/@markhayward-BizGrowthTalks/shorts

Becoming a fractional CFO requires far more than technical accounting skills—it's about mastering the soft skills that drive real client transformation. Michelle Weinstein talks with Ron Saharyan, co-founder of Profit First Professionals, about how accountants and bookkeepers can step into this high-value role with confidence. From strategic thinking and storytelling to emotional intelligence and coaching, Ron reveals the skills that separate true advisors from number crunchers. Together, they explore how to position yourself as a trusted CFO, ask the right questions, and deliver the client experience that commands premium fees while creating meaningful impact.

Season five kicks off with the announcement nobody asked for but everyone needed: We're Not Marketers is throwing an event, and it's nothing like the stale hotel ballroom marathons you're used to. Eric, Zach, and Gab break down why they're risking it all to create a three-day PMM experience that's equal parts tactical workshop, adventure vacation, and therapy session for product marketers who are tired of pretending B2B has to be boring. Get the juicy details on how they infiltrated Drive 2025, why they're limiting attendance to 150 people, and what happens when three solopreneurs decide confidence beats certainty. → Why three solopreneurs with zero event planning experience think they can beat PMA→ The real reason behind the fake mustaches at Drive (hint: it's not just for laughs)→ The "sitting makes you stupid" theory: Why ballroom marathons kill creativity→ How wearing a Halloween costume to a B2B event makes you more yourself, not less→ Most PMMs need a recharge and haven't had one in yearsIf you've ever wondered why PMM events feel like eating cardboard while someone reads you PowerPoint slides, this episode will either inspire you or make you think we've completely lost it.Timestamped00:00 - Season 5 Intro: Two Years of We're Not Marketers 02:15 - The Big Announcement: We're Throwing an Event 04:30 - Why PMM Events Are Broken (And Why We're Fixing Them) 08:45 - The Mustache Origin Story: From Highline to Drive 12:20 - Behind the Scenes: How We Decided to Commit to the Bit 15:20 - Analysis Paralysis vs. Bold Action: Our Decision-Making Process 18:50 - The 150-Person Formula: In-House, Fractional, and CMOs 22:15 - Why Events Should Feel Like Vacations, Not Work 26:40 - The Fractional PMM Problem: Gatekeeping in B2B Events 29:30 - What Makes a Great Event: Lessons from Highline and Drive 32:10 - The Ryan Holiday Moment That Validated Everything 35:45 - Our Event Philosophy: Shipping Over Theory 38:20 - Why We're Taking the Risk (Even If It Fails) 42:00 - What Attendees Are Asking For: Tactical, Fun, and RealSHOW NOTES:Courage Is Calling" by Ryan HolidayHighline ConferenceDrive ConferenceWe're Not Marketers Event WaitlistHosted by Ausha. See ausha.co/privacy-policy for more information.

Fractional leadership works only when it operates as one system, not as a collection of experts. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Is your vacation home investment now a financial burden? With short-term rental regulations tightening across South Carolina, many owners are scrambling for solutions. This week, we welcome Doug Rich, CEO of Plum Co-ownership, to discuss an innovative answer: fractional home ownership. Learn how you can protect your investment, keep the family memories, and continue building a generational legacy, even in a changing market.Doug Rich is the CEO of Plum Co-ownership, a pioneering company that helps vacation homeowners and investors navigate South Carolina's evolving short-term rental landscape. With a focus on fractional ownership, Doug helps clients buy, sell, and manage vacation properties, making real estate investment more accessible and profitable.Key Takeaways:0:04 – Buyers' perspective: Fractional ownership is not a timeshare. Buyers truly own a share of the property, which can appreciate in value over time. Fees and maintenance are fully transparent.0:42 – Sellers' perspective: Owners can access equity from their vacation home while preserving family memories. Fractional ownership allows them to keep a portion of the property.4:09 – How Plum Co-ownership helps: Assists clients in buying, selling, and managing fractional properties, including LLC setup, scheduling, finances, and communications—a turnkey solution.7:01 – Fractional ownership as a crowdfunding model: Multiple investors pool resources to buy higher-value properties, making premium vacation homes more accessible. Example: $3.5M Holden Beach property shared among eight owners.9:03 – Navigating short-term rental regulations: Fractional ownership helps investors comply with new South Carolina short-term rental rules while still generating rental income and maintaining property use.15:09 – Best markets and legacy benefits: Islands like Kiawah, Hilton Head, and Pawleys Island have favorable short-term rental markets. Co-ownership lets families enjoy vacation homes for generations without full ownership costs.23:00 – Common questions answered: Buyers want assurance they truly own something; sellers want to take equity out while keeping access. Co-ownership fosters community and well-managed properties.25:36 – Action takeaway: Regulations may change, but your legacy doesn't have to. Explore creative ownership strategies to protect investments and secure generational wealth.Connect with Doug:Website: https://www.plumcoownership.com/Email: Doug@PlumCoownership.comFacebook: https://www.facebook.com/PlumCoOwnershipInstagram: https://www.instagram.com/plumcoownership/Connect with Corwyn:Contact Number: 843-619-3005Instagram:⁠ https://www.instagram.com/exitstrategiesradioshow/⁠FB Page:⁠ https://www.facebook.com/exitstrategiessc/⁠Youtube:⁠ https://www.youtube.com/channel/UCxoSuynJd5c4qQ_eDXLJaZA⁠Website:⁠ https://www.exitstrategiesradioshow.com⁠Linkedin:⁠ https://www.linkedin.com/in/cmelette/⁠Shoutout to our Sponsor: Mellifund Capital, LLCNeed funding for your next real estate flip or build? MelliFund Capital makes it fast, flexible, and investor-friendly. Visit MelliFundCapital.com and fund your future today. Again, that's MelliFundCapital.com, M-E-L-L-I-L-U-N-D, Capital.com.

Links & ResourcesFollow us on social media for updates: ⁠⁠Instagram⁠⁠ | ⁠⁠YouTube⁠⁠Check out our recommended tool: ⁠⁠Prop Stream⁠⁠Thank you for listening!

In this episode of The Fractional CMO Show, Casey Stanton tackles a question many marketers quietly ask: Is being a fractional CMO even a real job? Through sharp insights and personal reflection, Casey makes the case that the corporate "safety net" is long gone—and that the real opportunity lies in betting on yourself. He explores why today's market pressures—from AI disruption to global competition—are pushing corporate marketers to rethink their path, and how the fractional CMO model offers freedom, financial stability, and long-term upside. Casey shares the story of his father's career at IBM, lessons on mediating structures, and the mindset shift required to build your own future instead of relying on outdated systems. Whether you're in a corporate seat wondering if you're next on the layoff list or ready to lead multiple clients with confidence, this episode gives you a roadmap to independence, relevance, and sustainable growth. Key Topics Covered: -Why the corporate "safety net" is an illusion in 2025 -The hidden dangers of staying too long in a corporate role -How AI and global labor shifts are transforming the marketing landscape -What it really means to be a fractional CMO (and why it's safer than a 9–5) -Why commitment and community matter more than credentials -The future of fractional leadership—and why 2026 will be a breakout year -How to build long-term wealth and low-anxiety success as a CMO  

Is your vacation home investment now a financial burden? With short-term rental regulations tightening across South Carolina, many owners are scrambling for solutions. This week, we welcome Doug Rich, CEO of Plum Co-ownership, to discuss an innovative answer: fractional home ownership. Learn how you can protect your investment, keep the family memories, and continue building a generational legacy, even in a changing market.Doug Rich is the CEO of Plum Co-ownership, a pioneering company that helps vacation homeowners and investors navigate South Carolina's evolving short-term rental landscape. With a focus on fractional ownership, Doug helps clients buy, sell, and manage vacation properties, making real estate investment more accessible and profitable.Key Takeaways:0:04 – Buyers' perspective: Fractional ownership is not a timeshare. Buyers truly own a share of the property, which can appreciate in value over time. Fees and maintenance are fully transparent.0:42 – Sellers' perspective: Owners can access equity from their vacation home while preserving family memories. Fractional ownership allows them to keep a portion of the property.4:09 – How Plum Co-ownership helps: Assists clients in buying, selling, and managing fractional properties, including LLC setup, scheduling, finances, and communications—a turnkey solution.7:01 – Fractional ownership as a crowdfunding model: Multiple investors pool resources to buy higher-value properties, making premium vacation homes more accessible. Example: $3.5M Holden Beach property shared among eight owners.9:03 – Navigating short-term rental regulations: Fractional ownership helps investors comply with new South Carolina short-term rental rules while still generating rental income and maintaining property use.15:09 – Best markets and legacy benefits: Islands like Kiawah, Hilton Head, and Pawleys Island have favorable short-term rental markets. Co-ownership lets families enjoy vacation homes for generations without full ownership costs.23:00 – Common questions answered: Buyers want assurance they truly own something; sellers want to take equity out while keeping access. Co-ownership fosters community and well-managed properties.25:36 – Action takeaway: Regulations may change, but your legacy doesn't have to. Explore creative ownership strategies to protect investments and secure generational wealth.Connect with Doug:Website: https://www.plumcoownership.com/Email: Doug@PlumCoownership.comFacebook: https://www.facebook.com/PlumCoOwnershipInstagram: https://www.instagram.com/plumcoownership/Connect with Corwyn:Contact Number: 843-619-3005Instagram:⁠ https://www.instagram.com/exitstrategiesradioshow/⁠FB Page:⁠ https://www.facebook.com/exitstrategiessc/⁠Youtube:⁠ https://www.youtube.com/channel/UCxoSuynJd5c4qQ_eDXLJaZA⁠Website:⁠ https://www.exitstrategiesradioshow.com⁠Linkedin:⁠ https://www.linkedin.com/in/cmelette/⁠Shoutout to our Sponsor: Country Boy HomesDo you remember your grandma's front porch? You know that spot where stories were told, kisses were stolen, and sweet tea was always being sipped. Now imagine giving your family a place to make those same memories, but in a brand new, energy-efficient, and home that was built just for you. At Country Boy Homes, we help folks just like you find that forever feeling.Whether it's your first home, your next home, or your, we're done with rent forever, like,  seriously home, we specialize in affordable, durable, manufactured, and modular homes, the kind that make room for muddy boots, big dreams, and second helpings. Come see what coming home really feels like. Call 843-574-8979 today.Country Boy Homes, Built to Last, Priced for You.

Welcome to season 4, episode 3 of the Stock Trading for Beginners Podcast! We're covering a common beginner mistake: thinking you need a ton of cash to start trading stocks profitably. I break down how much you really need, why account size isn't the barrier you think it is, and how to get started smartly.Resource:Join our FREE Skool group: https://www.skool.com/tradingKey Topics: Account Size Is Relative—It Doesn't Determine My SuccessI used to think I needed tens of thousands to trade, keeping me in analysis paralysis. Success is about percentages, risk management, and growth. I start with under $1,000 and scale up from savings or side income. I focus on consistent gains—a 10% return is the same skill on any account size. Use brokerages like Robinhood or Fidelity with low minimums and fractional shares for high-priced stocks like Tesla. Our Skool poll shows half beginners started under $1,000, proving it's relative.Stocks Are Safer Than Options for BeginnersOptions tempt small accounts with leverage but are complex and risky due to time decay and volatility. Studies say 70-90% of options traders lose money; events like the October 10th crypto crash show risks. I recommend stocks with momentum—no expirations let me hold through dips. Fractional shares allow 1-3% risk per trade. Avoid options' manipulation and max pain.Trade to Grow Wealth, Not for Instant IncomeTreating trading as a job for bills leads to emotional risks like chasing wins or panic-selling. I focus on long-term compounding with a plan to control emotions. Trade only affordable money, build other income to fund accounts. Even small accounts grow steadily without rushing.TakeawaysStart small, focus on percentages, add funds over time. Choose stocks over options for safety and ease. Trade for long-term wealth, not quick cash. Join the Skool group at https://www.skool.com/trading for the free course and community. Thanks for listening—talkSend me some feedback!Join Our Free Community on Skool:https://www.skool.com/trading

If you and your team are constantly juggling WAY too many priorities with not enough support, this episode is exactly what you need to hear. Vicki Burkhart is the powerhouse founder and CEO of The More Than Giving Co., a virtual, fractional staffing firm that has served over 230 nonprofit clients and counting!There is a growing “crisis of capacity” across the nonprofit sector. Did you know 65% of nonprofit leaders say they don't have enough staff to deliver programs and services?Vicki explains how her Nonprofit Virtual Assistant program helps organizations scale smarter, freeing up leaders from day-to-day administrative tasks so they can focus on mission-driven growth.You'll learn what successful integration of a VA looks like in action, how much it costs, and how to assess when it's the right time to seek outside support. I also share my own experience as a client!Resources & LinksLearn more about Vicki on LinkedIn, email her at mtg@morethangiving.co, and check out The More Than Giving website to explore their fractional staffing services. You can also schedule a meeting to determine the next best steps for your organization.This show is brought to you by GivingTuesday! GivingTuesday is a global generosity movement that started in 2012 with a simple idea: a day to do good. This year, on Tuesday, December 2, 2025, join the conversation: share your favorite nonprofit's campaign, volunteer for a cause you care about, share an act of kindness, or encourage your audience to do the same. Use #GivingTuesday, tag @GivingTuesday, and visit GivingTuesday.org/Participate to get involved and inspire others! Let's Connect! Send a DM on Instagram or LinkedIn and let us know what you think of the show! My book, The Monthly Giving Mastermind, is here! Grab a copy here and learn my framework to build, grow, and sustain subscriptions for good. Want to book Dana as a speaker for your event? Click here!

Discover how Pace Morby's community members Benjamin Huang and Leah Merga used creative finance and fractional investing to rescue a laundromat business in New England. Learn how they helped a retiring owner, restructured $300K+ in debt, and turned a struggling shop into a profitable investment. Connect with Ben: https://www.instagram.com/benjaminhuang14/  Connect with Lea: https://www.instagram.com/lea_murga_eder/ ➡️ Meet Pace on the Creative Nation Tour: https://bit.ly/GetCreativeNationTour ➡️ Download the Free SubTo A-Z e-book: https://subto.sjv.io/qzd0Vb  ➡️ Get the CRM that will take you further: https://www.gohighlevel.com/pace ➡️ Use Creative Listing for FREE to buy and sell creatively: https://bit.ly/CreativeListing ➡️ Join the SubTo Community: https://subto.sjv.io/RG6EDb ➡️ Become a Top Tier Transaction Coordinator: https://toptiertc.pxf.io/yqmoxW ➡️ Discover the Gator Method: https://gator.sjv.io/Z6qOyX ➡️ Get to the SquadUp Summit Conference: https://bit.ly/GetToSquadUpSummit COMMUNITY MEMBERS! ➡️ Get Featured on the Get Creative Podcast: https://bit.ly/GetCreativeGuestForm Refer a Friend to SubTo: refer.nre.ai/subto Refer a Friend to TTTC: refer.nre.ai/tttc Refer a Friend to Gator: refer.nre.ai/gator PLUG IN & SUBSCRIBE Creative Real Estate Facebook Group: https://www.facebook.com/groups/creativefinancewithpacemorby Instagram: https://www.instagram.com/pacemorby/  YouTube: https://www.youtube.com/@PaceMorby TikTok: https://www.tiktok.com/@pacemorby  X: https://x.com/PaceJordanMorby The Pace Morby Show: https://www.youtube.com/@thepacemorbyshow  

This week on the Higher Ed AV Podcast, Joe Way welcomes Peter Murphy Lewis, CEO and Fractional CMO of Strategic Pete, to the show. They discuss his role, evolving from teaching and to personal branding. Learn how to discover who your are, how to make true personal connection with others, and use that for professional growth. Watch and listen!Connect with Peter Murphy Lewis:Web: https://strategicpete.comLinkedIn: https://www.linkedin.com/in/petermurphylewis/Connect with Joe Way:Web: https://www.josiahway.comLinkedIn: https://www.linkedin.com/in/josiahwayX (Formerly Twitter): https://www.x.com/josiahwayInstagram: https://www.instagram.com/josiahwayFacebook: https://www.facebook.com/josiahway 

Join hosts Paul Barron and Cherryh Cansler at the Fast Casual Executive Summit 2025 as they interview marketing experts Kayla Dillon (Fractional CMO, Common Table Services) and Shoshannah DiDomenico (Senior Marketing Manager, Scooter's Coffee) about winning Gen Z and millennials during economic uncertainty. Discover why retention beats acquisition, how community partnerships can deliver 34% sales lifts at zero cost, and why authenticity matters more than ever. Learn which social platforms actually work, how Scooter's loyalty program drives 60% of transactions, and strategic planning tips for surviving slow seasons in the restaurant industry.#FastCasualNation #RestaurantMarketing #GenZMarketingGet Your Podcast Now! Are you a hospitality or restaurant industry leader looking to amplify your voice and establish yourself as a thought leader? Look no further than SavorFM, the premier podcast platform designed exclusively for hospitality visionaries like you. Take the next step in your industry leadership journey – visit https://www.savor.fm/Capital & Advisory: Are you a fast-casual restaurant startup or a technology innovator in the food service industry? Don't miss out on the opportunity to tap into decades of expertise. Reach out to Savor Capital & Advisory now to explore how their seasoned professionals can propel your business forward. Discover if you're eligible to leverage our unparalleled knowledge in food service branding and technology and take your venture to new heights.Don't wait – amplify your voice or supercharge your startup's growth today with Savor's ecosystem of industry-leading platforms and advisory services. Visit https://www.savor.fm/capital-advisory

In this final episode of my Shift Happens series, I'm getting super real about what stepping into my role as a fractional CMO has taught me and how it's actually made me a stronger coach. I'm talking about the big-picture thinking that comes with leading a marketing team, how strategy and accountability can totally transform your results, and why I've (finally!) learned to love analytics even though numbers used to make me cringe. This episode is all about balance: between data and intuition, leadership and empathy, structure and flow. Whether you're running a team or flying solo, I think you'll see how strategy and soul really do go hand in hand. In this episode, I share: Why thinking big matters, no matter your business size How strategy + accountability = real growth The surprising reason I'm now geeking out over numbers What CMO-level lessons have taught me about coaching More about Maura: Mini-sessions are booking now! Not ready for long-term marketing coaching and support, but know you need some direction, strategy, and clear, made-for-you action items to grow your business? Work with Maura to take your business (and life) to the next level! The support, guidance, and transformation inside this 90-minute session are unlike any other. It's time to invest 90 minutes to set yourself and your business up for success and joy for the rest of 2025 and into the new year!  Need more inspirational guidance on how to make your passion a reality? Follow Maura on Facebook and Instagram. Maura shares the real human side of building and marketing your business, including strategic analysis, creative development, implementation, growth, and management.  Maura wants to hear from you and why you are here! Send her an email and share who you are and what your passion is.  

In this episode of the Drop In CEO Podcast, Deb Coviello explores the power of fractional leadership for businesses facing crisis or transformation. She shares practical strategies for leveraging outside expertise, discusses the value of upskilling through curated audio mini-courses, and offers actionable steps for leaders to assess and fill skill gaps within their teams. Episode Highlights Introduction to Fractional Leadership [2:00] Deb introduces the concept of fractional leaders as a secret weapon for navigating business crises and explains her role as the Drop In CEO. Why Leaders Wait Too Long to Ask for Help [2:18]Discussion on the pitfalls of pride, the importance of timely support, and how fractional leaders can fill critical gaps. Real-World Success Story [7:29] Deb shares a client case study on using fractional leadership to achieve food safety certification and organizational growth. Actionable Steps for Leaders [11:13]Step-by-step guide for assessing team skills, identifying gaps, and deciding when to bring in fractional expertise. 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.

When Is Your Business Ready for a Fractional CFO? Expert Insights from Laresa McIntyreAs your business scales, the financial landscape becomes increasingly complex. Many founders find themselves overwhelmed by cash flow management, forecasting, and financial decision-making—realizing their passion alone isn't enough to sustain growth. In this episode, host Josh Elledge interviews Laresa McIntyre, fractional CFO and Founder of Rockbridge CFO, who shares her insights on when to bring in a fractional CFO, how to prepare for that step, and how doing so can transform your business operations and confidence.The Right Time to Hire a Fractional CFOLaresa explains that a fractional CFO is a part-time financial executive who provides strategic planning, forecasting, and financial insight—without the cost of a full-time hire. Businesses typically benefit when revenue reaches the $1M–$2M mark or when decision-making starts to rely too heavily on gut instinct instead of data. She highlights clear signs that a company is ready for financial leadership: outgrowing basic tools like QuickBooks, feeling uncertain about profitability, or needing clarity around cash flow and personnel costs.A fractional CFO doesn't just manage numbers—they partner with founders to bring order, foresight, and peace of mind. Laresa shares how implementing more detailed financial reporting and proactive cash flow forecasting helps business owners understand where their money is going, where it should go next, and how to allocate it efficiently. This support allows leaders to step back from financial stress and focus on strategy, growth, and innovation instead.For founders still below seven figures, Laresa recommends starting early by setting up robust accounting systems and forecasting tools. Preparation ensures a fractional CFO can deliver maximum value once engaged. By building these systems in advance, founders avoid reactive decisions and gain clarity on how each financial move impacts long-term scalability.About Laresa McIntyreLaresa McIntyre is the Founder and Fractional CFO at Rockbridge CFO, where she helps businesses gain financial clarity, improve profitability, and scale strategically. With years of experience supporting founders and executive teams, she specializes in transforming financial chaos into actionable growth strategies.About Rockbridge CFORockbridge CFO provides strategic financial leadership for growing companies through fractional CFO services. The firm focuses on forecasting, profitability analysis, and cash flow management—empowering business owners to make confident, data-driven decisions without the expense of a full-time CFO.Links Mentioned in this EpisodeRockbridge CFOLaresa McIntyre LinkedIn ProfileKey Episode HighlightsSigns your business is ready for a fractional CFOHow financial forecasting improves decision-makingCommon gaps in accounting systems for scaling companiesThe emotional and strategic benefits of CFO partnershipHow to prepare your financial foundation before reaching seven figuresConclusionHiring a fractional CFO isn't just about managing your finances—it's about reclaiming your time, focus, and confidence as a leader. As Laresa McIntyre explains, the right time to bring in a CFO is when you're ready to grow with clarity and strategy instead of stress and guesswork. Whether your business is at $500K or $5M, proactive financial leadership can set the foundation for sustainable, scalable success.

Dylan opens from an echo chamber (literally) and the guys kick around first impressions of Gulfstream's newly announced G300 versus the G280—windows, avionics, “longest cabin,” and whether depreciation and warranty keep the new-metal carousel spinning. Mailbag hits everything from those mysterious skid marks on SNA 20R and whether an RJ type helps more than becoming a check instructor, to Phoenix haboobs, GA commuting from the islands, and a listener swag request. Flight Advice: a 40-year-old “late bloomer” with 1,600 TT/500 multi weighs fractionals vs. regionals; Dylan and Max lay out a strategy heavy on networking, patience, and targeted moves. Plus: disc golf as the stealth layover hack and a quick ode to SAN's shiny new terminal vibes. Show Notes 0:00 Intro 3:34 G300 Thoughts & Musings 27:26 Reviews 30:08 Mailbag 45:14 Flight Advice Our Sponsors Tim Pope, CFP® — Tim is both a CERTIFIED FINANCIAL PLANNER™ and a pilot. His practice specializes in aviation professionals and aviation 401k plans, helping clients pursue their financial goals by defining them, optimizing resources, and monitoring progress. Click here to learn more. Also check out The Pilot's Portfolio Podcast. Advanced Aircrew Academy — Enables flight operations to fulfill their training needs in the most efficient and affordable way—anywhere, at any time. They provide high-quality training for professional pilots, flight attendants, flight coordinators, maintenance, and line service teams, all delivered via a world-class online system. Click here to learn more. Raven Careers — Helping your career take flight. Raven Careers supports professional pilots with resume prep, interview strategy, and long-term career planning. Whether you're a CFI eyeing your first regional, a captain debating your upgrade path, or a legacy hopeful refining your application, their one-on-one coaching and insider knowledge give you a real advantage. Click here to learn more. The AirComp Calculator™ is business aviation's only online compensation analysis system. It can provide precise compensation ranges for 14 business aviation positions in six aircraft classes at over 50 locations throughout the United States in seconds. Click here to learn more. Vaerus Jet Sales — Vaerus means right, true, and real. Buy or sell an aircraft the right way, with a true partner to make your dream of flight real. Connect with Brooks at Vaerus Jet Sales or learn more about their DC-3 Referral Program. Harvey Watt — Offers the only true Loss of Medical License Insurance available to individuals and small groups. Because Harvey Watt manages most airlines' plans, they can assist you in identifying the right coverage to supplement your airline's plan. Many buy coverage to supplement the loss of retirement benefits while grounded. Click here to learn more. VSL ACE Guide — Your all-in-one pilot training resource. Includes the most up-to-date Airman Certification Standards (ACS) and Practical Test Standards (PTS) for Private, Instrument, Commercial, ATP, CFI, and CFII. 21.Five listeners get a discount on the guide—click here to learn more. ProPilotWorld.com — The premier information and networking resource for professional pilots. Click here to learn more.     Feedback & Contact Have feedback, suggestions, or a great aviation story to share? Email us at info@21fivepodcast.com. Check out our Instagram feed @21FivePodcast for more great content (and our collection of aviation license plates). The statements made in this show are our own opinions and do not reflect, nor were they under any direction of any of our employers.