Podcasts about fractional

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

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

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.

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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 

Meet Paul Hoyt - a 60-year business veteran who traded spreadsheets for soul work...After 30 years crunching numbers in IT and 25 years as a business coach, Paul's embarking on his most ambitious project yet: helping good people become powerful enough to change the world.In this raw conversation, host Jason Croft digs deep into Paul's evolution... drawing out insights about the intersection of business strategy and personal transformation that most people never connect.You'll discover:• Why Paul believes good people need to get STRONGER (not just nicer)• The "I ROCK" framework that's helping people level up daily• How he's building a community where business and personal growth collide• The three modes of empowerment most programs completely ignore• Jason's perspective on why we need to embrace that personal development is never "done"• Why most people operate on default instead of realizing they can change who they are• Paul's vision for everyone to become "better than he is" (and how that mindset creates unstoppable movements)This isn't your typical feel-good personal development chat...Jason and Paul explore how left-brain business strategy combines with right-brain transformation to create something the world desperately needs right now.Whether you're an entrepreneur looking to align profit with purpose... or someone ready to step into your own "good power"... this conversation will shift how you think about making an impact.Ready to rock with integrity?Hit play and discover how one man's quest to "get his shit together" became a mission to empower an entire movement of world-changers.Find all the show notes and links here: https://www.strategyactionshow.com/106

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.  

Andrew and Jay dive into the art of optimization, from shaving seconds off CNC cycles to teaching kids the power of one-piece flow. Andrew shares how tuning a Brother machine saved 13 hours across a 5,000-part run and reflects on when optimization really pays off. The two discuss lean principles in action, shop tours, and the balance between efficiency and creativity before discussing the value of fractional expertise. From hiring a CPA who acts like a dashboard of financial sensors to bringing in part-time specialists who reveal blind spots and move the needle in tens of thousands, they show how smart leaders multiply impact by paying for precision, not guesswork. Along the way, they trade golf analogies, business lessons, and more.

Is your nonprofit stuck in an understaffing cycle, in which you need expertise but can't afford senior-level salaries? Are you overwhelmed by wearing multiple hats as an executive director, lacking specialized skills in fundraising, HR, or communications? What if there was a way to access experienced professionals without the full-time commitment?Through this episode, you'll learn about working with “fractional executives” – a practice where nonprofits engage a portion of an experienced professional's time to provide both strategic guidance and hands-on implementation of a key organizational function. You'll get tips for when organizations are ready for fractional executives; how to find them; and how best to work with them. Our guest is Cindy Wagman, a Canadian fundraising consultant who has become a leading voice in the fractional executive practice for nonprofits. Wagman shares her journey from university fundraiser to consultant, how she evolved her own fractional executive model, and the training and matching services she has developed to help more people become fractional executives specifically for nonprofits, and help more nonprofits find them.Wagman defines fractional executives as a unique blend of strategic thought and implementation, typically requiring 7+ years of direct experience in their function. Unlike traditional consultants who provide advice, fractional executives create plans and then execute them, working on retainer and focusing on deliverables and outcomes. She emphasizes this isn't a cost-saving measure but rather an optimization strategy, allowing small and mid-size nonprofits to access senior-level expertise they couldn't otherwise afford. The typical investment is comparable to hiring a junior-level employee but with significantly more experience and strategic capability.The conversation covers practical guidance for both sides of the equation. For nonprofits considering fractional executives, and professionals considering becoming fractional consultants. Wagman has built an entire ecosystem around this model, including training programs through her Nonprofit Fractional Academy, a matchmaking service at nonprofitfractionals.com, and multiple podcasts. She advocates for funders to embrace investing in people and trust organizations to choose how to best structure their teams, whether through traditional hiring or fractional arrangements.About Cindy Wagman:Cindy Wagman helps seasoned nonprofit pros build six-figure consulting businesses—without the burnout. A former in-house leader turned business coach, she's the founder of Cindy Wagman Consulting and the Nonprofit Fractional Network, and has guided 100+ consultants to grow profitable, values-driven practices.She's the bestselling author of Raise It!, co-host of Confessions with Jess and Cindy, and host of Fracture, a private podcast for nonprofit fractional execs ready to stop fixing broken systems and start building something better.Nonprofit Executive's Guide to Hiring a Fractional Leader (free) Matchmaking Service (find a fractional executive for your org)

As a fractional CFO and financial advisor, Carl Seidman, a returning guest, has worked with finance teams at some of the world's most recognized companies, helping them strengthen forecasting, cash flow management, and strategic decision-making. He also teaches several top-rated online courses including the FP&A Mastery Signature Program.  My first fire-drill, creating a cash flow in one week  The under $50m revenue opportunity for fractional CFOs  The power of an advanced (live) FP&A course  Expectations and reality for AI in your finance career The catastrophe if AI gets something wrong  What I learned about Copilot in Excel developing a LinkedIn course The Power of LET 

Discover how Ashish Gupta, CEO of ScaleUpExec, helps businesses scale, navigate crises, and transform cultures with fractional leadership and practical spirituality. Learn the power of strategy, execution, and inner stability in high-stakes decision-making.00:33- About Ashish GuptaAshish is the CEO of ScaleUpExec.

In this episode of Portfolio Pulse, host Steven Huskey welcomes Roger Chin—financial advisor, CFA, and fractional CFO at My eCFO. With a background in risk and capital management for major institutions, Roger now helps entrepreneurs and business owners accelerate profits and scale smarter through tailored CFO services. He shares lessons from shifting from corporate giants to small and mid-sized businesses, the importance of assembling the right team, and the three key questions every business owner should ask before tackling finances on their own.

In this episode of The Fractional CMO Show, Casey Stanton breaks down what it really takes to run a high-profit, low-complexity fractional CMO business—without drowning in tools, team costs, or tech bloat. He reveals the essential tech stack and talent stack you actually need to succeed, and why most marketers overcomplicate their path to six- and seven-figure practices.   Casey walks through the two core models for fractional CMOs—the Single Pringle, a lean solo practice with massive margins, and the Scalable Model, where you lead a team of CMOs under your brand. He shares the real costs, margins, and mindset shifts that separate those earning $10K months from those building million-dollar practices.   Along the way, Casey opens up about simplifying his own business after years of trial, burnout, and rebuilding. He shows how freedom comes not from adding more tools or people—but from keeping things simple, focusing on leadership, and charging for the value you bring.   Whether you're just starting your fractional journey or ready to scale beyond yourself, this episode lays out a clear, no-fluff roadmap to building a business that's profitable, sustainable, and freeing. Key Topics Covered: -The two models of a fractional CMO: Single Pringle vs. Scalable Brand -The true costs and margins of running a lean fractional business -Why you should never include implementation in your core offer -How to think about VAs, tech stacks, and software subscriptions -How to structure client relationships for long-term, low-stress success -The power of keeping your cognitive load—and overhead—low -How to scale from $10K to $40K+ months with just 3–5 clients -Why your simplicity is your competitive advantage  

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.

Henrik shares his incredible journey from a small town in Denmark to leading breakthroughs in tech, robotics, and climate-conscious food solutions. A story of innovation, inner growth, and making a real-world impact.00:09- About Henrik BennetsenHenrik Bennetsen is a 4x founder with deep entrepreneurial experience.He serves as a strategic advisor and fractional executive helping startups scale and succeed.

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.

For today's essential Heretics 101 feature, Kelli and Nolan talk to Sally Thornton, CEO and Founder of Forshay who offers a candid examination of fractional executive work, exploring trust barriers, adverse selection problems, pricing models, and why consulting acumen matters more than traditional executive experience.Support our Sponsors:Ethena is the compliance training platform built for modern workplaces. Visit goethena.com/heretics and get 10% off your first year.Metaview is the AI platform built for recruiting. Check it out: https://www.metaview.ai/heretics* Our suite of AI agents work across your hiring process to save time, boost decision quality, and elevate the candidate experience.* Learn why team builders at 3,000+ cutting-edge companies like Brex, Deel, and Quora can't live without Metaview.* It only takes minutes to get up and running.KEEP 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/—LINKS:Forshay: https://forshay.com/-For coaching and advising inquire at https://kellidragovich.com/—TIMESTAMPS:(00:00) Intro(01:46) The Trust Barrier: Why Companies Resist Fractional Work(03:34) The TAM Debate and Market Dynamics Post-COVID(05:14) The Dirty Secret: There's No Such Thing as Fractional Work(06:34) Sponsors: Ethena | Metaview(10:01) Who's Buying and Why Finance Gets It(11:06) Let's Talk Money: The 65/35 Structure and Market Rates(12:30) The Honeymoon Phase: Managing Boundaries and Expectations(14:44) How to Assess Fractional Executives: The 75% Rule(16:31) From Interim to Modular: How the Market Evolved(18:04) The Black Hole Question: Why Nobody's Calling You Back(19:36) Network for Yourself: Nobody's Managing Your Career But You(21:36) How to Sustain 15 Years: Running Experiments & Following Curiosity(22:31) Closing Thoughts: Agents for Executives Don't Yet Exist(23:11) Outro 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, Maggie Shea sits down with HeatherJackson - Fassari, Owner of Interlink CFO, to discuss the realities of leaving corporate America to launch a business from scratch — and the Pain Points that come with entrepreneurship, growth, and trust.Heather shares her story of stepping out of a 20+ year career in corporate finance and operations to build a fractional CFO firm from the ground up. From her “day one” moment of realizing there would be no paycheck coming in, to learning how to market herself, network, and rebrand her business, Heather's journey highlights the many Pain Points of leadership and independence.Together, Maggie and Heather dive into:The Pain Points of starting over and building a business from scratchFinding confidence and balance when leaving corporate stabilityEarning trust from long-established business owners and stepping into strategic partnershipsHow fractional CFO work bridges the gap between finance, operations, and growthNavigating growth Pain Points — from hiring and scaling to finding the “mini version” of yourself Preparing small businesses financially for sale, valuation, or expansionThe importance of networking, mentorship, and learning from every clientFrom managing manufacturing and nonprofit clients to helping owners clean up financials, streamline processes, and prepare for the next stage, Heather reveals the behind the-scenes realities of being a trusted financial and operational partner.If you've ever wondered what it takes to turn experience into independence, this episode is for you.Connect with Interlink CFO & Heather Jackson - FassariWebsite: https://interlinkcfo.comEmail: heather@interlinkcfo.comLinkedIn:  Heather Jackson-Fassari, MBA, CMA, CSCA | LinkedInConnect with StaffBuffalo & the Pain Points PodcastWebsite: https://staffbuffalo.comPain Points Episodes: https://staffbuffalo.com/painpointsLinkedIn: https://www.linkedin.com/company/staffbuffaloInstagram: https://www.instagram.com/staffbuffalo/Facebook: https://www.facebook.com/Staff716YouTube: https://www.youtube.com/@staffbuffaloEvery entrepreneur faces Pain Points — from the fear of leaving a steady paycheck to the growing pains of scaling smart. Tune in to hear how Heather turned those moments into milestones.

Today, Shannon dives into the crucial differences between a bookkeeper and a fractional CFO, revealing why scaling businesses should consider the latter. Shannon explains how fractional CFO services provide deeper insights, strategic decision-making, and future-focused projections that surpass what a bookkeeper or an in-house accountant can offer. With compelling arguments and real-world examples, Shannon highlights the value and cost-effectiveness of hiring a fractional CFO to drive business growth.   What you'll hear in this episode: [0:45] The Value of a Fractional CFO [01:20] Comparing Bookkeepers and CFOs [05:15] The Role of a Controller [07:00] Why Fractional CFOs Are Cost-Effective   If you like this episode, check out: Ways to Maximize Customer Value I Hired My Husband - Here's Why Your Finance Hire - Dos and Don'ts   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.Fractional CFO vs. Bookkeeper - What Do I Need?

Mike Walrod explains how a fractional integrator implements EOS to free visionary CEOs, build trust, and turn ideas into execution. He covers the integrator role, running effective Level 10 meetings (IDS), the power of clarity breaks, and how disciplined systems create speed and alignment. Practical takeaways include using weekly L10s to solve root problems, scheduling regular clarity breaks, and bringing in an integrator (fractional or full-time) to remove bottlenecks and scale the business.

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.

In this episode of The Fractional CMO Show, Casey explores the one quality that separates successful Fractional CMOs from those who struggle: focus. Drawing from real-world lessons, he explains why chasing shiny objects, people-pleasing, and taking on low-value work keep you stuck, while persistence and clarity push you toward building a thriving practice. Casey shares stories and insights from his own journey, showing how staying focused on strategic leadership—not tactical execution—helps Fractional CMOs land better clients, earn more, and make a bigger impact. This is an episode about choosing the right work, protecting your energy, and committing to the path that leads to long-term success. Key Topics Covered: - Why focus and persistence matter more than talent or timing - The hidden dangers of people-pleasing and “busy work” - How dabbling in side projects stalls your growth - The difference between tactical execution and true strategic leadership - Why conversations with decision-makers create more opportunity than vanity projects - How to structure your days around what actually moves the needle

Lauren Livak Gilbert has been trying to get a CFO on the podcast for over a YEAR. It's one of the most pivotal relationships you need to have to drive success and manage in tough times, and she finally found one who was ready to talk omnichannel turkey. Matt Putra, CEO at fractional CFO firm Eightx, joined the podcast with tough advice and a passion for building a bridge between finance and the business to make the P&L shine.

Welcome to The Rose and Rockstar - with the Chief Troublemaker at Seventh Bear, Robert Rose, behind the bar serving one of his splendid cocktails while our host Ian Truscott, a CMO but not a rockstar, picks his brain on a marketing topic.  This week, with a nod toward the Dude of the Big Lebowski, Robert keeps his Russian dark, and Ian asks what Robert makes of the trend for fractional marketing leadership. Key talking points this week: The term 'fractional' may be more of a sell-side term than a buy-side term. Independent consultants are increasingly preferred over large agencies. AI is disrupting traditional consulting roles, emphasizing the need for individual expertise. Understanding the job to be done is crucial. If you have a question for the bar or an opinion on this week's discussion, please get in touch - just search “rockstar cmo” on the interwebs or LinkedIn. Enjoy! — The Links The people: Ian Truscott on LinkedIn Robert Rose on LinkedIn Mentioned this week Ian's firm - Velocity B This Old Marketing - Robert and Joe's podcast Robert's newsletter: Lens, his websites, robertrose.net and seventhbear.com Rockstar CMO: The Beat Newsletter that we send every Monday Rockstar CMO on the web, Twitter, and LinkedIn Previous episodes and all the show notes: Rockstar CMO FM. Track List: We'll be right back by Stienski & Mass Media on YouTube Piano Music is by Johnny Easton, shared under a Creative Commons license You can listen to this on all good podcast platforms, like Apple, Amazon and Spotify.This podcast is part of the Marketing Podcast Network Learn more about your ad choices. Visit megaphone.fm/adchoices

Praveen Ghanta, founder of Fraction and former CEO of HiddenLevers, shares how he turned his experience scaling a bootstrapped SaaS company into a fast-growing fractional talent marketplace. After HiddenLevers reached $8M in ARR and sold for over $100M, he realized that senior fractional engineers were the secret to delivering efficiently without expensive full-time hires. Fraction now serves over 100 SaaS clients with a vetted pool of 500 senior U.S.-based engineers and CTOs. Typical engagements run 10–30 hours a week, helping founders tackle scaling challenges in vertical SaaS, AI engineering, DevOps, and legacy system conversions. The company has reached $10M ARR in just three years while keeping half its own team fractional. Praveen explains how clients use Fraction to save costs, speed development, and even prepare for M&A due diligence with fractional CTOs. He also highlights how AI has boosted senior developer productivity by 4x, why U.S.-only context matters, and how fractional-to-full-time hiring often becomes a win-win path. This interview is perfect for SaaS founders at $1M–10M ARR, hitting scaling issues, vertical SaaS leaders needing senior engineers without VC funding, and founders considering AI-powered product features and engineering talent. Key Takeaways Fractional Individual Contributors: Not just execs—senior engineers deliver hands-on code, marketing, and DevOps part-time. AI Productivity Boost: Senior developers using AI tools are delivering 2–4x more than peers without them. Cost Advantage: Starting at $5K/month, founders access senior dev talent without $200K+ full-time salaries. Best ICP Fit: Vertical SaaS companies at $1–10M ARR facing scaling issues or legacy migrations. Developer Productivity: Fraction leveraged its experience with over 100 clients to build DevHawk.ai, a tool that manages fractional talent and delivers results even more efficiently. This Interview Is Perfect For SaaS founders stuck at scaling challenges without a budget for big teams Bootstrappers and practical founders looking for senior engineering firepower Founders facing legacy code, scaling issues, or AI feature rollouts Non-technical founders struggling to manage offshore or junior dev teams Quote from Praveen Ghanta, founder of Fraction “There are a lot of very experienced engineers who get into a senior developer role, but if they're not going to become the manager of the team, there's not a really good and obvious career path for them. “They start to get bored because they know their job inside and out and it's relatively easy for them to keep delivering.  “So working on a startup on the side is actually a way for both for them to sort of enrich their career and see new things and have that creative satisfaction, but at the same time, not take the risk. There are plenty of folks that want to be full-time at the startup, but there's risk in being at a startup.”  Links Praveen Ghanta on LinkedIn Fraction on LinkedIn Fraction website (fraction.work) DevHawk website Podcast Sponsor – Fraction This podcast is sponsored by Fraction. Fraction gives you access to senior US-based engineers and CTOs — without full-time costs or hiring risks. Get 10 to 30 hours per week from vetted and experienced US-based talent. Find your next fractional senior engineer or CTO at fraction.work. You can start with a one-week, risk-free trial to test it out. The Practical Founders Podcast Tune into the Practical Founders Podcast for weekly in-depth interviews with founders who have built valuable software companies without big funding. Subscribe to the Practical Founders Podcast using your favorite podcast app or view on our YouTube channel. Get the weekly Practical Founders newsletter and podcast updates at practicalfounders.com. Practical Founders CEO Peer Groups Be part of a committed and confidential group of practical founders creating valuable software companies without big VC funding.  A Practical Founders Peer Group is a committed and confidential group of founders/CEOs who want to help you succeed on your terms. Each Practical Founders Peer Group is personally curated and moderated by Greg Head.

What if your business could actually work for your life instead of consuming it? This question lies at the heart of Tana Kramer's approach to financial strategy for women entrepreneurs.Tana, founder of TK Solutions and a self-described "profitable strategist," joins the To Be Bolder podcast to share her journey from answering phones at her father's glass shop at age eight to becoming a fractional CFO for women-led businesses generating $1-5 million in revenue. Her path wasn't linear – after graduating with a management degree, she quickly realized corporate life wasn't for her and found her calling supporting entrepreneurs through various ventures before launching her own business.The conversation reveals profound insights about the relationship between profitability and lifestyle design. Tana emphasizes that most entrepreneurs fail to regularly examine their financial statements, often relying on flawed memory rather than actual data. "Looking at your numbers is definitely going to be the biggest thing," she explains, noting how entrepreneurs sometimes mentally spend the same dollar multiple times. This disconnect between perception and reality leads to misalignment that manifests physically – grinding teeth, tension in the shoulders, persistent irritability – signaling something in your business model isn't working for you.Perhaps most valuably, Tana addresses the emotional and psychological dimensions of entrepreneurship. She shares how she discovered her own inherited scarcity mindset through conversations with her mother, and offers a powerful strategy for those struggling with similar limitations: "Get yourself into rooms where people are sure it's possible and you can borrow some of their confidence while you prove it to yourself." This environment shift gradually transforms your relationship with money and profitability.Whether you're just starting your entrepreneurial journey or looking to scale your existing business more intentionally, Tana's guidance offers a refreshing perspective on creating financial systems that support your vision rather than dictate it. Tune in to be inspired and learn two important insights about managing your money.Support the show When you subscribe to the podcast, you are supporting our work's mission, allowing us to continue highlighting successful women in a variety of careers to inspire others helping pay our wonderful editor, Chris, and helping me in paying our hosting expenses.