Podcast appearances and mentions of Jon Morris

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Best podcasts about Jon Morris

Latest podcast episodes about Jon Morris

Guys Of A Certain Age
The Regretful Regrettables

Guys Of A Certain Age

Play Episode Listen Later May 16, 2025 38:27


It's another fully regrettable episode.  Wait, who writes this stuff??  It's actually a full and complete episode made entirely of Jay's Regrettable Segments, where he pulls a semi-obscure (depending on who's listening) superhero from the archives of Jon Morris's book, The League of Regrettable Superheroes, then tells the story after a brief “brought to you by” ad from Art the Announcer Guy.  Said (or sad) superheroes are then rated as Regrettable, Redeemable, or Not Regrettable (super original, right?)   In this segment of segments, The Silver Age closes out with Spyman, then the heroes enter the Bronze and/or Modern Age, depending on how you define it, with Adam-X the X-treme, Holo-Man, and The Outsiders (probably not the ones you're thinking about.)  And like the Super Bowl, even if the heroes are regrettable, this one's worth listening to just for the ads.  

The Rate Guy
Trump Blink Counter : 2 and Special Guest Interview with J Mo

The Rate Guy

Play Episode Listen Later Apr 27, 2025 74:39


On this episode of The Rate Guy we discuss the back and forth around Jerome Powell's fate and the impact that has had on the Market. After that we have a special interview with the great friend and even better sport, Jon Morris aka JMo. We hear his thoughts on career, current markets and where our industry is headed. 

The Vertical Go-To-Market Podcast
Innovation Essentials for Digital Agencies in 2025 | Jon Morris

The Vertical Go-To-Market Podcast

Play Episode Listen Later Apr 16, 2025 45:52


What would happen if you allocated at least 5% of your agency's revenue to innovation? Join Corey Quinn as he chats with Jon Morris—CEO/Chairman of Fiscal Advocate—about the essential role of innovation in scaling digital agencies. Drawing from his success building and advising high-growth firms, Jon shares how agencies can stay competitive by prioritizing innovation, defining their ideal client, and allocating resources wisely—even on a tight budget. From AI and client experience to specialization and gross margin, this episode breaks down the key metrics and mindset behind smarter, faster growth. Whether you're running a large agency or a small team, this episode is full of practical strategies you can implement today to drive real results. Episode Highlights: - The #1 Investment Most Agencies Ignore — And why skipping it could be stalling your growth. - What Top Agencies Know About Their Ideal Clients — This simple shift changes everything. - AI: Friend or Foe? — The surprising ways it's already reshaping client experiences. - The Secret to Building a Team That Actually Innovates — It's not what you think. - How to Measure Innovation — And why most agencies get it completely wrong. - Why 5% Could Be Your Magic Number — And what happens when you commit to it. - A Quiet Shift in How Services Are Designed — Few are noticing, but it's changing the game. - The Metric You're Probably Overlooking — It's simple, powerful, and easily forgotten. - The Real Reason Specialization Fuels Innovation — And how to tap into it. - Innovation on a Budget? — Yes, it's possible. Learn how small teams are doing big things. - What Happens When You Start Rewarding the Wrong People — And how to fix it fast. - The 4 Metrics That Matter Most — Everything else might just be noise! The resources mentioned in this episode are: Check out Fiscal Advocate's strategic planning and FP&A services: https://www.fiscaladvocate.com Learn about Jon's business intelligence company, EngineBI: https://enginebi.net Connect with Jon Morris on LinkedIn: https://www.linkedin.com/in/jonmorrisramsayinnovations Escape the generalist trap with my best-selling book “Anyone, Not Everyone” and discover how to become the go-to agency in a vertical market https://www.AnyoneNotEveryone.com

Agentic Shift
Jon Morris, Founder of Fiscal Advocate

Agentic Shift

Play Episode Listen Later Apr 15, 2025 30:11


We talk to Jon Morris, a returning guest, about the importance of strategic planning and innovation in agency budgeting. Jon emphasizes that every agency has a strategic plan reflected in their spending and highlights the need to connect budget allocations with strategic goals. He discusses the significance of identifying an ideal client profile (ICP) for targeted innovation and the necessity of adhering to standard operating procedures (SOPs) to ensure consistent service delivery. The conversation also touches on the challenges of predicting business growth and the role of technology in enhancing operational efficiency.

The UK Flooring Podcast
Action Loves Speed! Vebro Polymers

The UK Flooring Podcast

Play Episode Listen Later Feb 13, 2025 71:09


In just five years, Vebro Polymers has expanded into international markets, redefined commercial flooring solutions, and built a high-energy culture. Mark Verinder FCA and Jon Morris join host Tom Cockerill to discuss their rapid growth, innovative approach, and what's next in the industry.What's Inside:How Vebro Polymers scaled internationally in just five yearsThe importance of speed, action, and people in business growthHow marketing and branding have made resin flooring ‘sexy'Insights into global commercial flooring trends for 2025The role of sustainability and innovation in modern flooring solutionsMemorable Quote: “Millions and millions of pounds? No. What you actually need is a load of balls, a bit of ambition, and the right people.”Guest Information: Mark Verinder FCA & Jon Morris – Vebro PolymersWebsite: https://www.vebropolymers.comLinkedIn: Mark Verinder https://www.linkedin.com/in/mark-verinder/?lipi=urn%3Ali%3Apage%3Ad_flagship3_search_srp_all%3B84h%2BNYCBQhe5U2PGpvsCAA%3D%3DJon Morris https://www.linkedin.com/in/jon-morris-63673a42/?lipi=urn%3Ali%3Apage%3Ad_flagship3_search_srp_all%3B84h%2BNYCBQhe5U2PGpvsCAA%3D%3D Important LinksGrab your FREE contractor kit from UltraFloor here http://ultra-floor.co.uk/ Episode Sponsored By: UltraFloorhttps://www.instarmac.co.uk/products/ultrafloor/https://www.facebook.com/UltraFloorContractFlooringSolutions/https://www.instagram.com/ultraflooruk/https://www.tiktok.com/@ultrafloorProduced by Cockerill & CoWebsite: https://www.cockerillandco.co.ukInstagram: https://www.instagram.com/cockerillandcoFacebook: https://www.facebook.com/cockerillandcoWhere to find us:Website: https://theukflooringpodcast.co.ukInstagram: https://www.instagram.com/theukflooringpodcastFacebook: https://www.facebook.com/theukflooringpodcastDon't miss this episode—subscribe now for the latest innovations and insights from industry leaders! Hosted on Acast. See acast.com/privacy for more information.

EGGS - The podcast
Eggs 393: The evolution of a CEO with Jon Morris

EGGS - The podcast

Play Episode Listen Later Dec 19, 2024 59:38


Summary In this episode, Mike Smith and Ryan Roghaar interview Jon Morris, CEO and founder of Fiscal Advocate, discussing his entrepreneurial journey, the evolution of a CEO, the importance of mentorship, and the decision-making process in business. Jon shares insights on goal setting, differentiation in a crowded market, and the significance of sales and marketing budgets. He emphasizes the need for constant innovation and the importance of tracking success through metrics and KPIs. Takeaways Surrounding yourself with mentors is crucial for growth. The role of a CEO evolves as the company grows. Execution is often more challenging than generating ideas. Setting clear goals and budgets is essential for success. Differentiation in a crowded market requires unique value propositions. Decision-making is a blend of data and instinct. Investing in innovation is key to staying competitive. Sales and marketing budgets should be prioritized for growth. Tracking metrics helps in understanding business performance. Building a product requires constant feedback and iteration. Chapters 00:00 Introduction to John Morris and His Journey 03:22 The Evolution of a CEO: Stages of Growth 06:06 Learning from Experience: Mentorship and Growth 09:02 Deciding to Exit: The Sale of Rise Interactive 12:14 Executing Ideas: The Challenge of Implementation 14:59 Goal Setting and Accountability in Business 18:05 Differentiation in a Crowded Market: Rise Interactive's Strategy 28:15 Recruiting for Success: The Finance Advantage 29:42 Data-Driven Marketing: The Analytics Revolution 31:53 Differentiation: The Two Question Test 35:51 Decision Making: Balancing Data and Instinct 42:22 R&D: Innovation in Service-Based Businesses 52:35 Sales and Marketing: Finding the Right Spend Credits: Hosted by Michael Smith and Ryan Roghaar Produced by Ryan Roghaar Theme music: "Perfect Day" by OPM  The Carton: ⁠⁠⁠⁠⁠https://medium.com/the-carton-by-eggs⁠⁠⁠⁠⁠ Feature with Zack Chmeis of Straight Method up now!  ⁠⁠⁠⁠⁠https://medium.com/the-carton-by-eggs/zack-chmeis-35dae817ac28⁠⁠⁠⁠⁠   The Eggs Podcast Spotify playlist: bit.ly/eggstunes The Plugs: The Show eggscast.com @eggshow on twitter and instagram On iTunes: itun.es/i6dX3pCOn Stitcher: bit.ly/eggs_on_stitcher Also available on Google Play Music! Mike "DJ Ontic": Shows and info: ⁠⁠⁠⁠⁠djontic.com⁠⁠⁠⁠⁠ @djontic on twitter Ryan Roghaar: ⁠⁠⁠⁠⁠http://rogha.ar⁠⁠⁠⁠⁠

Newlife Church
Missions Sunday || Ps. Jon Morris

Newlife Church

Play Episode Listen Later Dec 15, 2024 37:20


Join us for this special Missions Sunday message from Ps. Jon Morris as he shares stories from the mission field of Newlife and our partners.We pray this message encourages you as we apprentice to become more like Jesus.We'd love to hear from you!hello@church.nuwww.facebook.com/newlifegoldcoastwww.instagram.com/@newlifegoldcoast ★ Support this podcast ★

My Weekly Marketing
Unlocking Business Growth Strategies with Jon Morris

My Weekly Marketing

Play Episode Listen Later Oct 1, 2024 37:01 Transcription Available


Ever wondered how to transform a humble startup into a multimillion-dollar enterprise? Learn from Jon Morris, who turned a $10,000 investment into a $37 million digital marketing agency. Jon's insights into incremental investments and long-term vision will redefine your approach to business growth. He also shares his latest exciting venture, Fiscal Advocate, a tech-enabled finance management company for professional service firms, emphasizing the power of leveraging financial data to drive smarter business decisions.In this episode, we'll examine the unique strategic decisions that can elevate your business to new heights. Jon shares...How separating the roles of owner and CEO, even if it's the same person, can enhance accountability and clarity.  Why treating your income statement as an objective boss is crucial. How a clear organizational structure can prevent burnout and ensure sustainable growth.How to keep your business profitable and scalable.The secrets to using key performance indicators (KPIs) effectively in decision-making. From setting target profit margins to understanding the critical balance between data-driven choices and trusting your gut, this episode is packed with actionable insights. Tune in to listen! Send us a textSupport the show Show Notes Apply to be featured on My Weekly Marketing!

The Small Business Mentor Podcast by Alan Pentz
Financial Mastery: Jon Morris on Maximizing Profit in Professional Services

The Small Business Mentor Podcast by Alan Pentz

Play Episode Listen Later Sep 10, 2024 37:53


In this insightful episode, Alan interviews Jon Morris, founder and CEO of Fiscal Advocate and former CEO of Rise Interactive. Jon shares his expertise on financial management in professional service companies, discussing key metrics, investment strategies, and the importance of data-driven decision-making for business growth and profitability.

Agentic Shift
Jon Morris, Founder of Fiscal Advocate and Rise Interactive

Agentic Shift

Play Episode Listen Later Jul 29, 2024 25:18


We talk to Jon Morris, formerly the founder of Rise Interactive and currently the founder of Fiscal Advocate. Jon tells us how he created a screening test that only 22% of applicants passed, how to navigate the four stages of of a CEO, how his algorithm called CPR measures the effectiveness of an agency and the two most important financial metrics every agency should focus on.

PR 360
Discover Your Agency's Untapped Financial Insights with Jon Morris

PR 360

Play Episode Listen Later Jun 19, 2024 23:51


Jon Morris is the Founder & CEO of EngineBI, Inc. and Chairman of Fiscal Advocate LLC where he helps clients scale with a proprietary, tech-enabled approach for surfacing hidden financial insights that drive critical business decisions. In his spare time, Jon enjoys studying data-driven approaches to developing youth players. Here, he discusses how to improve your agency's financial health. Key Takeaways:- How EngineBI helps agencies make decisions- How Jon scaled Rise Interactive- Data-driven approaches to develop youth soccer playersEpisode Timeline:1:30 Jon's dogs2:30 How Jon scaled Rise Interactive from a $10,000 prize to a company with 500 employees4:30 How EngineBI helps agencies make decisions6:45 What do the average agency's financials look like?8:00 The three numbers agencies should focus on8:40 The BASE framework9:20 Keeping things simple is key10:00 The CPR score11:30 The importance of gross margin13:30 The ideal agency managerial alignment15:30 How do agencies react to Jon's message?17:00 The importance of storytelling18:00 Jon's data-driven approach to youth soccer21:30 Are coaches receptive to Jon's analytics?This episode's guest:• Jon Morris on LinkedIn• Jon@EngineBI.net• EngineBI.net• Fiscaladvocate.comSubscribe and leave a 5-star review: https://pod.link/1496390646Contact Us!• Join the conversation by leaving a comment!• Follow us on Facebook, Twitter, Instagram, and LinkedIn!Thanks for listening! Hosted on Acast. See acast.com/privacy for more information.

Second Bite Podcast
How Do I Know the Timing Is Right? (Founder Question Series)

Second Bite Podcast

Play Episode Listen Later May 30, 2024 28:32


In the fourth and final episode of the Founder Question Series, nine founders answer the common question of how to determine the ideal time to sell your business.   In this episode… Entrepreneurs and CEOs are often caught in the conundrum of selling now or holding out for greater value in the future. How do top business minds navigate this decision? Jon Morris, Matt Sunshine, Mike Vertal, Lance Hollander, Erin Cigich, Lindsay Frey, Peter Stavisky, Andrew Kolidas, and Kevin Biondi talk with host Todd Taskey about determining the right time to sell your business. Together, they emphasize considering market conditions and growth trajectories and the importance of capital, resources, personal aspirations, and employee welfare in timing the sale.

Second Bite Podcast
When and How Do I Disclose to My Company, Customers, and the Public? (Founder Question Series)

Second Bite Podcast

Play Episode Listen Later May 23, 2024 31:51


In the third edition of the Founder Question Series, Todd Taskey asks his nine guests when to disclose a transaction to the entire company, how to relay it to customers, and when to announce it to the public.   In this episode… One of the most crucial steps in any transaction is disclosure. When and how you communicate your transaction to your team, customers, and the public can make or break the deal. What can you learn from seasoned M&A founders? Jon Morris, Matt Sunshine, Mike Vertal, Lance Hollander, Erin Cigich, Lindsay Frey, Peter Stavisky, Andrew Kolidas, and Kevin Biondi talk with host Todd Taskey about when and how to disclose transaction details to your team, customers, and the public. Together, they discuss the impact company culture has on transaction disclosures, how to communicate a transaction to various stakeholders, and how to balance transaction disclosure timing between parties.

Second Bite Podcast
When Do I Bring My Management Team Into the Loop? (Founder Question Series)

Second Bite Podcast

Play Episode Listen Later May 16, 2024 26:44


In the second installment of the Founder Question Series, Todd Taskey interviews his nine guests about when to alert your management team to a transaction. In this episode… When navigating a transaction, when should you inform your management team? Nine founders weigh in on how to effectively position a transaction for your team. Jon Morris, Matt Sunshine, Mike Vertal, Lance Hollander, Erin Cigich, Lindsay Frey, Peter Stavisky, Andrew Kolidas, and Kevin Biondi talk with host Todd Taskey about involving your executive team in a transaction. Together, they discuss how disclosure timing impacts equity structure, how to relay transaction plans during due diligence, and the importance of culture fit during the process.

Agency Blueprint
Season 12 | Ep 134 | Science of Decision-Making with Jon Morris

Agency Blueprint

Play Episode Listen Later May 10, 2024 32:03


Are your decisions guiding you to where you want to take your business? As an agency owner, you should focus your decisions on data to increase revenue, improve profits, and ultimately improve cash flow. In this episode of The Agency Blueprint, Jon joins me to discuss the science of agency decision-making and why all decisions should be guided by data. Jon Morris is the Founder and CEO of Ramsay Innovations, a tech-enabled finance and strategic planning company that helps marketing agencies drive success. He was also the Founder and CEO of Rise Interactive, an award-winning full-service digital marketing agency. Don't miss this episode to learn more about the importance of having an operational account, savings account, and media account as a general rule for any agency. Key Questions: [02:22] What key decisions did you make at Rise that allowed you to scale your agency? [14:54] What's your typical advice to clients about how much cash they should have as it reflects in their operational expenses? [21:48] If you were to select one or two things in each category to grow revenue and cash, what would you advise? What You'll Discover: [02:32] Jon explains why scaling an agency should be primarily based on revenue, profit, and cash. [05:13] How to increase the percent of your revenue on sales and marketing as a key metric in scaling your business. [10:21] Strategies to make revenue/profit and invest it back to the sales and marketing piece of your agency. [15:05] Why you should have at least two to three bank accounts as a general rule to manage operations, savings, and media expenses. [18:52] The advantages of having available cash/resources in your agency to support strategic business operations. [22:12] The three metrics that matter when you think about growing revenue, plus recommendations on how to best deliver revenue. Connect with Jon: LinkedInFree eBook: Decision-Making Science for Agencies

Second Bite Podcast
Do I Have a Boss Now? (Founder Question Series)

Second Bite Podcast

Play Episode Listen Later May 9, 2024 27:50


In this exclusive episode, host Todd Taskey asks nine founders the question, “do I have a boss following a transaction.” They delve into the changes business owners will experience in their daily lives after selling their companies. In this episode… Do you have to work under an executive after selling your business? What will your day-to-day involve? Jon Morris, Matt Sunshine, Mike Vertal, Lance Hollander, Erin Cigich, Lindsay Frey, Peter Stavisky, Andrew Kolidas, and Kevin Biondi talk with host Todd Taskey about whether founders will have a boss following a transaction. 

Get Down To Business with Shalom Klein
Podcast of “Get Down To Business” – 05/05/2024 - Ryan Kugler, Jon Morris, Paul Gencarella Jr. and Rebecca Ahmed

Get Down To Business with Shalom Klein

Play Episode Listen Later May 3, 2024 39:50


Join Scott "Shalom" Klein on his weekly radio show, Get Down To Business with guests: Ryan Kugler Jon Morris Paul Gencarella Jr. Rebecca Ahmed

CEO Sales Strategies
How To Sell More By Using Your Numbers And Metrics With Jon Morris [Episode 145]

CEO Sales Strategies

Play Episode Listen Later Feb 27, 2024 37:28


Numbers don't lie; they tell the truth about where you are in your business. This is why knowing your numbers and metrics is a basic skill every entrepreneur should have. In this episode, Jon Morris, the Founder and CEO of EngineBI, takes us back into how his company became successful through its numbers and metrics in business to sell more. He reveals that focusing on your ideal buyer and knowing your numbers around your ideal number is the key to driving your revenue and keeping the buying frequency going. Looking at the Bell Curve will allow you to know how and where you could and should invest more. If you want to increase your revenue or sell more, acquire that statistical knowledge. Tune in to this episode with Jon Morris to delve more into today's conversation. In this episode, you will learn:How to use your numbers to drive your revenueWhere should you focus your numbersHow you could and should be investing more.

The Vertical Go-To-Market Podcast
3 Essential Financial Benchmarks for Agencies with Jon Morris

The Vertical Go-To-Market Podcast

Play Episode Listen Later Dec 20, 2023 48:35


“Marketing really is your greatest sales enablement tool.” The question is, are you spending enough on marketing to impact growth? How much even IS enough for a digital agency? Luckily for you, today's guest comes equipped with answers to all of these and so much more. Meet Jon Morris, Multipreneur, Founder and CEO of EngineBI. He joins the show to bridge the gap between marketing, sales, and consistent agency revenue. His newest venture helps agencies scale their growth through solid financial infrastructure and strategic funds allocations, so there isn't a better person to talk agency numbers with! Having sold his previous business back in 2020, Jon also sheds light into topics like mergers and acquisitions to share what typical buyers look for, and how agency owners can position their business for a potential sale. Finally, let's give the audience a little teaser of what's in store if you listen to Jon's wisdom. “There are only three agency metrics that matter; you need to be growing faster on a year-over-year basis, increase your profit as a percentage of revenue, and grow your cash relative to monthly overhead.” Here's what Corey and Jon cover: How sometimes referrals might not be the right size fit and what to do about it. How to approach hiring sales based on what kind of skills you need in the team. Why vertical marketing strategy is a must for attracting business. What percentage of revenue you need to spend on marketing and sales. Financial basics agencies need to understand and track. Here are some actionable key takeaways for agency founders: Partner with friendly companies that complement your business to drive referrals. Grow your minimums to make more revenue without having to take on lots of new clients. Think of what you can offer of value to your prospects rather than asking for a meeting. If you're looking to get acquired, think of how you can show your revenue multiple potential. Build a system of tracking key revenue and financial metrics to maintain a healthy business. This episode covers topics like M&A, revenue growth, agency marketing, and agency financials. The resources mentioned in this episode are: - Connect with Jon on LinkedIn Here - Learn About EngineBI Here - Download EngineBI's Financial Planning eBook Here

Marketing Choreography
Data-Driven Decision Making with Jon Morris: The Key to Market Share Growth

Marketing Choreography

Play Episode Listen Later Oct 24, 2023 26:54


Unlock the power of data with Jon Morris as he dives into the world of data-driven decision-making. In this episode, Jon shares the critical role data plays in identifying market opportunities and achieving remarkable growth. Discover how smart budgeting, revenue growth strategies, and harnessing your target audience can set you apart in highly competitive industries. Listen in and gain insights that can supercharge your business.   More about Jon: Jon Morris is the Founder & CEO of Ramsay Innovations and a serial entrepreneur. Prior to Ramsay, he established Rise Interactive in 2004. Over the past 16 years, he grew Rise from a one-person shop to one of the largest independent marketing agencies in the world. After selling Rise, Jon pondered his next move and realized that he was most energized when connecting and helping fellow entrepreneurs grow their businesses. Want to find more from Jon? Check out… ramsayinnovations.com   ------------------------------------------------------------------ Want more Business Choreography?  Check out… Business Choreography Website  Join The Business Choreography Group  Text Us "CHOREO NOW" To Get Started: 385-442-7188   Need the tech to build your Business Choreography? Check out.... ChoreoSuite   Connect With Michael Johnson: LinkedIn | Instagram | Facebook | YouTube | Twitter | TikTok

Coffee with Closers
How Entrepreneur Jon Morris Conquered the Marketing Agency Space

Coffee with Closers

Play Episode Listen Later Sep 20, 2023 36:19


Join us for an insightful conversation with entrepreneur Jon Morris as he shares his journey of building a successful marketing agency, overcoming obstacles, and venturing into tech consulting. Learn valuable strategies for hiring quality talent, budgeting for growth, and driving revenue in the competitive agency space. Gain insights into effective marketing strategies and discover the importance of metrics and financial planning.

Business Growth Hacks
A Journey of Incremental Growth with Jon Morris

Business Growth Hacks

Play Episode Listen Later Aug 28, 2023 54:18


Join us in this episode as we explore the secrets of incremental growth and the strategic decisions that lead to incredible success in the world of business. Our guest is CEO of Ramsay Innovations, Jon Morris. He shares valuable insights into his approach to business, focusing on budgeting, financial acumen, and building a superstar team. Discover how an incremental mindset and strategic decision-making led to double and triple-digit growth year after year. Key Points: Starting Small and Incremental Growth: $10,000 in seed money, adopting a marathon-style approach for continuous growth. Long-Term Mindset: Committing to the long haul and reinvesting in the business each year for sustained success. Learning from Others: Humble admission that 99% of knowledge comes from learning and implementing ideas from others. Benchmarking and Financial Acumen: Utilizing benchmarking numbers like 20% year-over-year growth target for financial acumen. Building a Superstar Team: Emphasizing hiring and retaining exceptional talent to achieve extraordinary results. Budget as a Strategic Plan: Viewing the budget as a strategic plan, allocating resources wisely for growth. Improving Gross Margin: Increasing sales and marketing budget through profitable customer servicing. Salesperson Effectiveness: Understanding that new salespeople take time to become effective, typically around six months. Budget Allocation: Allocating budget based on existing and new revenue figures for detailed expense planning. Cash Reserves: Maintaining cash reserves of at least two times monthly overhead for unexpected challenges or opportunities. Budget Frequency: Creating an annual budget and engaging in quarterly re-forecasting for expense management and goal alignment. Communication and Accountability: Regularly communicating budget goals, reasons for changes, and planned actions to keep the team aligned and accountable. Quotable Moments: "Rather than weeks, I'm going to think of it as years. Rather than miles, I'm going to think about it as dollars." (00:07:10) "If you want to create a large company, then you have to determine what are the milestones you need to achieve to help you get there. And then once you understand what those milestones are, you have to budget for them." (00:08:26) "I focused on top-line growth. Eventually, I switched to focusing on EBITDA. But those were big decisions that I needed to make that allowed me to invest more in sales and marketing." (00:08:53) LINKS: http://www.ramsayinnovations.com https://twitter.com/ramsayinno https://www.linkedin.com/company/ramsay-innovations-llc/ https://beefymarketing.com/ https://beefymarketing.com/blog/ https://beefymarketing.com/small-business-nation/

Canned Heat
Making Marketing Agencies More Profitable with Jon Morris

Canned Heat

Play Episode Listen Later Aug 23, 2023 28:00


Today, we're talking with Jon Morris, who's built a proprietary, tech-enabled approach for surfacing hidden financial insights and (given his background in digital marketing - he's the mind behind Rise Interactive) is using it to empower marketing agencies to achieve first-rate financial performance. To connect with Jon Morris, click HERE. To connect with Eric Holtzclaw, click HERE. To subscribe to our YouTube Channel (and access most of the podcast and video content we've produced), click @ligerpartners5472" target="_blank" title="null" rel="noopener">HERE.

Entertain the Geeky
(ETG 29) The League of Regrettable Superheroes

Entertain the Geeky

Play Episode Listen Later Jul 19, 2023 45:21


Years ago, when lootcrate seemed to be God's gift to geeks, Chris got a little book by Jon Morris, called the League of Regrettable Superheroes. It sat on a shelf until very recently, when it was cracked open and every page was indulged in. This episode is kind of like a book report about that book presented to the class by a couple of squirrels. We did however talk about some of the heroes who could have well made their way onto some of the pages of The League of Regrettable Superheroes, had they not been given a second chance. Thank you for taking the time to hang out with us. If you wouldn't mind, help us out by giving us likes, commenting, and subscribing on the social media links listed below.Website: www.entertainthegeeky.com/Facebook: www.facebook.com/entertainmentgeeky/Twitter: @entertaingeekyInstagram: www.instagram.com/entertainthegeeky/If you would like to dive into the Creative Commons Archives, you can click here.To learn more about Jon Morris, click here.STAY GEEKY!

god league jon morris regrettable superheroes
The Elephant In The Room - EITR
EP.49 “KEKE DO YOU LOVE ME”? Featuring Jon Morris

The Elephant In The Room - EITR

Play Episode Listen Later Jul 10, 2023 29:55


The guys go over the recent news with Keke Palmer and her baby father.

Digital Velocity
Episode #45: Developing a Successful Financial Infrastructure – Jon Morris

Digital Velocity

Play Episode Listen Later Jul 6, 2023 35:36


This week on the Digital Velocity Podcast, Jon Morris of Ramsay Innovations joins Erik and Tim to discuss how agencies can develop successful financial infrastructures to help make informed, data-driven decisions that will lead to growth. https://www.digitalvelocitypodcast.com/episodes/45-developing-a-successful-financial-infrastructure-jon-morris  

Raise A Hallelujah
“One More Year” - Bro. Jon Morris

Raise A Hallelujah

Play Episode Listen Later Jun 8, 2023 96:45


This message was from Saturday morning of OFHCM 2023. Bro. Jon Morris preaching on “One More Year”. When I tell you that this was the most impactful message preached at camp this year, I'm not kidding! You could feel the burden and anointing as soon as Bro. Jon started preaching! I'm not sure I've ever seen that many people RUN to the altar! If you don't listen to anything else we ever upload, please listen to this. It was absolutely life changing! Thanks for listening! Leave us some feedback at rah.podcast23@gmail.com, or on Apple Podcasts! You can also find us on Facebook and Instagram.

Raise A Hallelujah
I'm going fishing again! - Bro. Jon Morris

Raise A Hallelujah

Play Episode Play 30 sec Highlight Listen Later Jun 5, 2023 83:38


This isn't an ordinary episode, and next few will not be either, but we wanted to share the amazing God given messages that the Pastors and Preachers preached at OFHCM 2023! This episode was Thursday morning, Bro. Jon Morris preaching on “I'm going fishing again”. Listen and be blessed!! Thanks for listening! Leave us some feedback at rah.podcast23@gmail.com, or on Apple Podcasts! You can also find us on Facebook and Instagram.

Small But Mighty Agency
Jon Morris: From seven to eight figures - the power of financial forecasting

Small But Mighty Agency

Play Episode Listen Later May 31, 2023 24:09


How can agency owners leverage financial forecasting and modelling to better inform strategic planning and drive growth? Lean in as we talk to an agency owner whose secret to scaling from seven to eight figures is mastering financial forecasting. You might be at the stage of business where you're doing this with minimal support, or you might have a fractional or even full-time Chief Financial Officer.  Either way, this episode will get your gears turning on how to improve decision-making and allocate resources more effectively.Show LinksWebsite: https://ramsayinnovations.com/LinkedIn: https://www.linkedin.com/in/jonmorrisramsayinnovations/“Less is More” is how you scale a service-based businessHow do I know this? I can 100% relate to where you are now.  You feel like you're wearing too many hats and can't do it all… I know that if you create a complex business that makes you feel trapped, you will never want to grow your business. You'll do little (or big!)  things to self-sabotage growth because you don't want to scale overwhelm; nobody does. I've been there.I learned this lesson as the second in command of an agency. I could not turn off my brain and relax because I would worry about what was and wasn't being done.  It wasn't until I looked at the business from a productized service perspective. It gave us more bandwidth to double the revenue and sell and exit the business.  Since then, I've been behind the scenes of six and seven-figure service-based businesses, helping agency owners who are at capacity get out of being stuck in service delivery to scale. It all starts by looking through the lens of a productized service. Download the FREE productize your service roadmap: https://audreyjoykwan.com/roadmapHey thank for hanging out with me at the Small But Mighty Podcast. If you enjoyed this episode it would mean the world to me if you hit the follow or subscribe button in your podcast app and share it with a friend. And I'll see you on the next one. Get the full show notes and more information here: https://audreyjoykwan.com/podcast-ep65Podcast Edits by Lindsay Curtis

The PR Podcast
127. Jon Morris, Founder & CEO of Ramsay Innovations on Starting Your Business

The PR Podcast

Play Episode Listen Later May 1, 2023 28:41


Jon Morris is founder & CEO of Ramsay Innovations, one of many companies he has created as a serial entrepreneur. At the age of 30, he started the digital marketing agency Rise Interactive. When Jon sold Rise 16 years later, it was one of the largest Independent Digital Agencies in the world. Much of Rise's success was due to having a financial infrastructure that provided insights that led to sound strategic planning, which enabled Jon and the Rise team to make the right decisions quicker and more often. Through Ramsay Innovations, Jon's new passion is to help other agencies grow and thrive through finance, just as Rise did. The PR Podcast is your view inside the public relations business. We talk with great PR people, reporters, and communicators on how they weave narratives that are informative and fun.  Host Jody Fisher has worked in New York City PR for more than 20 years, representing clients across the healthcare, higher education, financial services, real estate, entertainment and non-profit verticals.  Join the conversation on Facebook, Twitter, Instagram and TikTok at @ThePRPodcast. --- Support this podcast: https://podcasters.spotify.com/pod/show/theprpodcast/support

Marketer of the Day with Robert Plank: Get Daily Insights from the Top Internet Marketers & Entrepreneurs Around the World
926: Ramsay Innovations: Tech-Enabled, Insights-Driven Financial Planning and Analysis for Agency Success with Jon Morris

Marketer of the Day with Robert Plank: Get Daily Insights from the Top Internet Marketers & Entrepreneurs Around the World

Play Episode Listen Later Apr 21, 2023 22:31


In today's world, marketing and digital agencies play a crucial role in the growth and success of businesses of all sizes. These agencies have revolutionized the way brands communicate with their target audience, but they often face significant financial challenges that can impede their progress. Financial management is not always their strongest suit, and as a result, they often struggle to maximize profitability, generate cash flow, and scale their operations. However, this doesn't have to be the case. Jon Morris is an experienced entrepreneur and the CEO of Ramsay Innovations, a financial performance management consultancy for marketing and digital agencies. With over 20 years of experience in the marketing and digital space, Jon has a deep understanding of the unique financial challenges that agencies face. He is passionate about helping agencies unlock their full financial potential and delivering world-class financial performance. Today, he will be discussing budgeting, forecasting philosophy, analyzing your KPIs, and having insights-driven finance for the success of your business, and how he has helped numerous businesses achieve financial success. Resources Ramsay Innovations Official Website: Ramsay Innovations Youtube Channel Jon Morris LinkedIn Ramsay Innovations Facebook

Delivering Marketing Joy Webshow
Delivering Marketing Joy - Episode 438 with Jon Morris

Delivering Marketing Joy Webshow

Play Episode Listen Later Apr 12, 2023 12:45


Delivering Marketing Joy - Episode 438 with Jon Morris by Kirby Hasseman

Fly Fishing 97 Podcast
243 Jon Morris, Texarkana Texas, The Working Class Fishing Podcast

Fly Fishing 97 Podcast

Play Episode Listen Later Apr 7, 2023 85:07


Today we head to Texas to chat with Jon Morris from the Working Class Fishing Podcast. He spends a lot of time both at the vise and on the water chasing Gar, Bass and Trout. He tells us how tying and fly fishing help with his daily life, where his passion for the water originated and how rope flies help him catch some beauty Gar in the state of Texas. Thanks Jon for sharing your journey with us. www.workingclassfishing.com

The Digital Slice
Episode 88 - A Blueprint For Scaling Your Business

The Digital Slice

Play Episode Listen Later Mar 28, 2023 29:04


Visit thedigitalslicepodcast.com for complete show notes of every podcast episode. In this episode of The Digital Slice Podcast, Brad Friedman and Jon Morris, founder & CEO of Ramsay Innovations, talk about a framework you can use to grow your business, with an emphasis on spending money on sales and marketing. At the age of 30, Jon Morris started a digital marketing agency called Rise Interactive. When Jon sold Rise 16 years later, it was one of the largest Independent Digital Agencies in the world. Jon's framework for growth is the foundation of this episode and is applicable across a variety of verticals to help business owners scale their companies.

Smart Business Revolution
Jon Morris | Technological Innovations and Early Digital Marketing

Smart Business Revolution

Play Episode Listen Later Mar 20, 2023 24:25


Jon Morris is the Founder and CEO of Ramsay Innovations, a tech-enabled finance and strategic planning company that helps marketing agencies drive success. Jon was also the Founder and CEO of Rise Interactive, an award-winning full-service digital marketing agency. With $10,000, he turned it into one of the largest independent digital agencies. Much of Rise Interactive's success was due to its financial infrastructure which provided insights that led to sound strategic planning. Jon Morris, the Founder and CEO of Ramsay Innovations, joins John Corcoran in this episode of the Smart Business Revolution Podcast to talk about entrepreneurship and his work in early digital marketing. Jon also talks about starting Rise Interactive, the company's evolution over the years, and how he has structured his new company.

Manage Smarter
222: Jon Morris: Why Isn't My Agency Growing?!

Manage Smarter

Play Episode Listen Later Mar 12, 2023 23:35


Jon Morris is the founder & CEO of Ramsay Innovations and a serial entrepreneur. Prior to Ramsay, he established Rise Interactive in 2004,with prize money from his second-place finish in the University of Chicago's prestigious New venture Challenge. Over the next 16 years he grew Rise from a one-person shop to one of the largest independent marketing agencies in the world, selling in 2018. While pondering his next move, he realized that he was most energized when connecting and helping fellow entrepreneurs grow their businesses. Ramsay Innovations' mission is to transform marketing agencies by providing them with world-class, agency-specific finance management and strategic planning at a fraction of the cost. In this episode, Lee, Audrey and Jon discuss: -Current landscape of agencies in the U.S. and prediction for 2023 given a possible recession -The huge opportunities Jon sees for agency sales reps this year and methods to grab more market share -How to expand owned and earned media -EBITA for agencies and recommended percentages to keep this year -How to scale up your sales departments to drive growth and gross margins he recommends for 2023 -Jon's methods for accurately budgeting and forecasting for the year "The biggest mistake agency managers make is the lack of understanding how to use financial insights to improve decision making that will lead to more profits, cash and growth." - Jon Morris Build Credibility and Effective Leadership with the Manage Smarter Podcast Join hosts Audrey Strong and C. Lee Smith every week as they dive into the aspects and concepts of good business management. From debunking sales myths to learning how to manage with and without measurements, you'll learn something new with every episode and will be able to implement positive change far beyond sales.   Connect with Jon Morris https://ramsayinnovations.com/ https://www.linkedin.com/in/jonmorrisramsayinnovations/ Connect with Manage Smarter Hosts ·         Website: ManageSmarter.com  ·         LinkedIn: Audrey Strong                                                                 ·         LinkedIn: C. Lee Smith   Connect with SalesFuel ·         Website: http://salesfuel.com/  ·         Twitter: @SalesFuel  ·         Facebook: https://www.facebook.com/salesfuel/      Learn more about your ad choices. Visit megaphone.fm/adchoices

The Casey Adams Show
Jon Morris - Turning $10k Into One of The Largest Independent Digital Agencies

The Casey Adams Show

Play Episode Listen Later Mar 2, 2023 31:28


Today on The Casey Adams Show I sat down with Jon Morris. Jon Morris is the founder & CEO of Ramsay Innovations and a serial entrepreneur. Prior to Ramsay, he established Rise Interactive in 2004, with prize money from his second-place finish in the University of Chicago's prestigious New venture Challenge. Over the next 16 years he grew Rise from a one-person shop to one of the largest independent marketing agencies in the world, selling in 2018. While pondering his next move, he realized that he was most energized when connecting and helping fellow entrepreneurs grow their businesses. Ramsay Innovations is the product of this inspiration. Like at Rise, Jon developed a proprietary, tech-enabled approach for surfacing hidden financial insights that drive critical business decisions. Ramsay Innovations' mission is to transform marketing agencies by providing them with world-class, agency-specific finance management and strategic planning at a fraction of the cost. Learn more about Ramsay Innovations Connect with Jon Morris on LinkedIn - Subscribe to The Casey Adams Show on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-casey-adams-show/id1328795944 Follow me on social media: Instagram: https://www.instagram.com/casey Twitter: https://www.twitter.com/CaseyAdams  TikTok: https://www.tiktok.com/@caseyadams YouTube: https://www.youtube.com/@CaseyAdams - Follow The Casey Adams Show on social media: Instagram: https://www.instagram.com/caseyadamsshow Twitter: https://www.twitter.com/CaseyAdamsShow TikTok: https://www.tiktok.com/@caseyadamsshow YouTube: https://www.youtube.com/@CaseyAdamsShow Learn more about your ad choices. Visit podcastchoices.com/adchoices

On the Side of Truth
Ep. 35 The Secret to Limitless Productivity

On the Side of Truth

Play Episode Listen Later Feb 23, 2023 14:41


Today I discuss the secret to limitless productivity. Once I changed my productivity routine, I started to crush things 10x faster. In this episode I share my ideal schedule and the principles and mentalities I follow to run two businesses, a podcast, and a foundation all at the same time with more time for my wife. Shout out to Jon Morris and Trenton Clark for asking for this episode. They were the inspiration to put this together, and I hope it helps you be more productive. All of of my followers and subscribers are so encouraging and inspiring to me. I love to hear questions and ideas that you want to be discussed on the show, so please message me on instagram @joe.ignace with content requests! I do this for you all. If you are new to the podcast, The Knowledge Gap Show is a young person's guide to mastering their purpose. Join the community of young adults living life to fullest by focusing on their purpose. SOCIALS: YouTube: https://www.youtube.com/@theknowledgegap Spotify: https://open.spotify.com/show/6U7aRXPJxMZaZNcUotIAXi Apple Podcasts: https://podcasts.apple.com/us/podcast/on-the-side-of-truth/id1634049549 Instagram:https://www.instagram.com/joe.ignace/ and https://www.instagram.com/theknowledgegapshow/ The Discord for only the coolest Knowledge Gap Fans and Club Members: https://discord.gg/nmfXtux7YD THE MOST INCREDIBLE WEEKLY MOTIVATIONAL EMAIL: joeignace.com/subscribe Consulting Services: If you want to start a podcast, I'd love to talk to you about making your idea into reality! Book a call with me here: https://calendly.com/josephignace/freeconsultation My charitable foundation: Donate to the Knowledge Gap Foundation that is starting high school clubs geared towards helping students network to get better jobs and figure out their purpose earlier in life: https://www.zeffy.com/en-US/donation-form/ee7c2b06-e2d5-4f18-a60c-ab55a6e2e535 Learn more about Joe and the Knowledge Gap Consulting Services at joeignace.com

The February Room A Fly Fishing Podcast
Episode 130 Brian & Jon & Working Class Fishing

The February Room A Fly Fishing Podcast

Play Episode Listen Later Feb 15, 2023 54:33


Do you count yourself among the rank and file of weekend warriors? Are you more interested in how your fly or lure appears to the eyes of the fish than how your appearance is perceived by other anglers? Is fishing still a youthful enterprise that recalls the carefree days of bobbers, earthworms, and quality time with family and friends? If you answered "yes" to any or all of these questions, then lend an ear to the Working Class Fishing Podcast. We turn the tables on show hosts Jon Morris and Brian Keechle on a deep dive into an insightful and entertaining podcast based on the premise that fishing should be available to anyone and everyone. Learn more about your ad choices. Visit megaphone.fm/adchoices

Powering Independence Podcast
Independence Playbook Part 6: Remove Compliance and Legal Red Tape

Powering Independence Podcast

Play Episode Listen Later Jan 23, 2023 12:47


Welcome back to another episode of the Independence Playbook. In today's episode, John is joined by Jon Morris, Chief Legal and Governance Officer at Dynasty Financial Partners. Jon shares some of the essential items advisors need to know from a legal perspective before breaking away.

Sell With Authority
How to Design a Profitable 2023, with Jon Morris

Sell With Authority

Play Episode Listen Later Jan 18, 2023 49:09


Jon Morris is the founder & CEO of Ramsay Innovations and a serial entrepreneur. Prior to Ramsay, he established Rise Interactive in 2004 with prize money from his second-place finish in the University of Chicago's prestigious New Venture Challenge. Over the next 16 years, he grew Rise from a one-person shop to one of the largest independent marketing agencies in the world. After selling Rise, Jon pondered his next move and realized he was most energized when connecting and helping fellow entrepreneurs grow their businesses. Ramsay Innovations is the product of this inspiration. Like at Rise, Jon developed a proprietary, tech-enabled approach for surfacing hidden financial insights that drive critical business decisions. Ramsay Innovations' mission is to transform marketing agencies by providing them with world-class, agency-specific financial management and strategic planning at a fraction of the cost. What you will learn about in this episode: Jon's innovative framework around how agencies can fuel growth with a system of financial planning The core philosophy of Jon and his team Why differentiation is crucial for agency growth The four different concrete goals Jon highlights for growing agency revenue Why agencies should believe in marketing as well as prioritize it for the greatest impact How Jon helps other agency owners grow by applying the analysis process he built Resources: Website: https://ramsayinnovations.com/ LinkedIn Personal: https://www.linkedin.com/in/jonmorrisramsayinnovations/ LinkedIn Business: https://www.linkedin.com/company/ramsay-innovations-llc/ Facebook: https://www.facebook.com/RamsayInnovations Twitter: https://twitter.com/RamsayInno Additional Resources: Visit our newly expanded “Resource Library“ Join us in our free “How to Fill Your Sales Pipeline” Facebook Group LinkedIn: www.linkedin.com/in/stephenwoessner/

ceo university chicago design profitable ramsay jon morris new venture challenge ramsay innovations
Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies
How to Make Smart Financial Decisions to Scale Your Agency

Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies

Play Episode Listen Later Oct 19, 2022 32:29


Are you tracking your agency's gross margin? How about the EBITDA? KPIs are super important and something every agency owner should be aware of. But which KPIs you track depends on the priorities you set for the agency. Do you want to grow fast? Are you planning to sell soon? Having a clear vision and goals makes a difference when it comes to what you're measuring. Today's guest shares the most important KPIs he believes all agencies should be keeping track of and what you can do if some of them dip below where they should be. Jon Morris is the CEO of Ramsay Innovations, a company dedicated to helping agencies get greater insights out of their finances so they can grow at a faster rate. In his area of specialty, Jon is used to advising companies on ways to improve their finances and now shares some of that useful insight. In this interview, we'll discuss: The most important KPIs for agencies. What to spend on sales and marketing. Revenue as a percentage of client base. Dos and Don'ts of using a line of credit. Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Subscribe Apple | Spotify | iHeart Radio | Stitcher | Radio FM How a Minority Investment Can Help Growth Jon started working from his home in 2004 in an agency called Rise Interactive. Several years later, he took a minority investment and grew it into one of the largest independent digital agencies, managing about $250 million in media before he sold it. When he took the minority investment, his agency's fees were around $20 million. At the time, he wanted to invest more in sales and marketing. Their mission as an agency was to be the leader in leveraging data to help brands make smarter marketing decisions. However, the reality is that if you line up 50 agencies they would all say that they are data-driven. They had to answer why they were more data-driven than the rest. $20 million in fees may seem like quite a lot. However, the cost of building technology and putting together a sizeable team is a major investment. Looking back, he knows taking the minority investment was the best move because back then he just didn't have the capital for the technological investments. When you build technology you need a fully dedicated team that eats, sleeps, and dreams the product. Every agency has a very standard leadership structure, with a client service team, a sales a marketing team, and operations and finance teams. In their case, they added another pillar that was product development and strategy, which included: UX developers Engineers Product developers Development Operators Quality Assurance The Most Important KPIs for a Digital Agency For Jon, the most important KPI for an agency is gross margin, which is different from adjusted gross income. The first thing you need to do to get to your gross margin is to know your revenue. He breaks revenue into two categories: gross revenue and net revenue. Having worked with many agencies by now, Jon knows it's not very easy getting these numbers. Often times it's a matter of getting the data clean to figure out net revenue vs. gross revenue. A lot of agencies are very focused on payroll divided by revenue as a ratio. However, payroll generally includes everything from sales and marketing to operations. What you want to do is get to your costs of service. To do that, you need to go through every single line item to determine whether or not it is dedicated to client work. If you have an employee that is dedicated to a client's paid search campaign, then that's going to be a cost of service. On the contrary, an employee dedicated to HR is not a cost of service. On average, his clients are at a 40% gross margin when they start working with his agency and their goal is to get them to 50%. Why Cost of Service is the Most Important KPI? If you are selling something for $1 million and you get $500,000 in fees and $500,000 in gross margin, then you now have $500,000 to put back into your business or in your pocket. However, if that same $1 million is costing you $800,000, you only have $200,000 to invest in your business. Therefore, you can have two agencies doing the exact same thing both around $5 million in net revenue. In the end, one made a profit of $1.5 million and one lost a few hundred thousand dollars. The difference is their gross margin. Percentage of Revenue Spent on Sales and Marketing The next metric you should be focusing on is what percentage of net revenue you're spending on sales and marketing. Again, divide your payroll to group sales and marketing people into "sales and marketing costs". In theory, if you spend on sales and marketing you have a better chance of growing than if you don't. What you're willing to spend on sales and marketing directly impacts your growth: Spend 0 and 5% of revenue on sales and marketing says you're not that serious about growth. If you're between 5% to 10% spending, you're where everyone else is in terms of the importance of growth. Spending more than 10% means you're very serious about growth. Of course, it's fine if your focus right now is not on growth. For instance, one of Jon's clients is focused on increasing their revenue per employee and is interested in growing moderately. It will depend on your priorities. Some agency owners may just want to optimize their gross revenue to maintain their lifestyle business. On the other hand, some of Jon's clients don't spend anything on sales or marketing. To him, it was unbelievable that an agency could believe so little in marketing. Where Should Your EBITDA Be? The golden rule for agencies is to have 20% topline growth and 20% EBITDA. If you're planning to sell to a holding company, they'll expect you to have 20% EBITDA. However, Jon has a different philosophy. If you can make a positive investment in your agency it's okay for you to have a lower EBITDA. If you hire a salesperson who brings in a client that ends up being a retained relationship, that's fine, as long as you measure the percentages and outcome you're looking to make. Keep in mind, if you want to build a big agency without outside capital, lowering your EBITDA target will give you more money to invest in the business. Bottom line, your business is the best investment you can make. How Much Cash Flow Should Your Agency Have? Jon believes everyone should have two bank accounts at minimum, three if you manage media. Operating Account: this is the one you'll use to pay your employees, taxes, and bills. You should always have 1 month of payroll and 35% of your quarterly profits in this account. It should be enough to pay your bills at any given moment in time. Savings Account: Here you should have your monthly overhead. Double the sum of all your expenses (like payroll, sales and marketing, traveling, and entertainment x 2). Rule of thumb for savings is two months and could be up to six months if 1-2 clients make up most of your revenue or if you are project-based. Media Account: This is not your money. You have a fiduciary responsibility to make sure that money is completely separated and you're not using it for anything other than the client ad spend. Looking at Your Revenue in Terms of Percentage of Each Client How much of your revenue do your top five clients represent? For instance, one of Jon's clients has 123 clients, and the top 18 account for half their revenue. It's important to understand your agency's client concentration and strategize to reduce it. Whenever Jon won a big account that became a large percentage of their evenue, he increased his sales and marketing to go win the next big account. He was really, understandably, scared of being dependent on any single customer. Dos and Don'ts of Credit Lines Jon and Jason agree if you have a positive 12-month trailing EBITDA, you should get a line of credit. However, you shouldn't use it to use it fuel the growth of your business but rather for cash management purposes. If you have a big account like Procter and Gamble – known to pay in a net 120 days – you may want to use a line of credit to make payroll. It may be an account you really want but you can't negotiate better payment terms and that's fine. Having a line of credit is important in those scenarios. Where you shouldn't use it is to invest to grow your business. Want the Support of Amazing Digital Agency Owners? If you want to be around amazing agency owners that can see you may not be able to see and help you grow your agency, go to the Digital Agency Elite to learn all about our exclusive mastermind.

Wet Fly Swing Fly Fishing Podcast
WFS 372 - Fly Fishing Tennessee with Seth Fields - Tennessee Tarpon, Hatch Outfitters

Wet Fly Swing Fly Fishing Podcast

Play Episode Listen Later Oct 11, 2022 93:55


Show Notes: https://wetflyswing.com/372 Presented By: FishHound Expeditions, Zoe Angling Group, Country Financial, Range Meal Bars Sponsors: https://wetflyswing.com/sponsors Seth Fields, owner of The Hatch Outfitters, is here to walk us through the diversity of Tennessee fly fishing. We chat about some of the species they target around the Chattanooga area - trout, smallmouth bass, Tennessee tarpon, gar, and more. Seth tells us how he started writing articles for some of the well-known magazines around like American Angler, Gray's Sporting Journal, and Fly Tyer Magazine. We also find out what they have going at the fly shop - Oyster Roast and Casting Competition, Fly Tying Nights, and the 24/7 beer bar! Fly Fishing Tennessee Show Notes with Seth Fields 03:00 - Seth is a product of the movie, A River Runs Through It. His father is an avid outdoorsman and he later found out that his great-grandfather is a fly fisherman. 07:30 - Seth and his family now live in Chattanooga. It's been their dream to live there. 20:30 - Hatch Outfitters is the only fly shop in Chattanooga 21:30 - Seth used to be a Graphic Designer and then started contributing to magazines like American Angler, Gray's Sporting Journal, and Fly Tyer Magazine - he wrote articles, ran their websites and social media, etc. 23:15 - He became an Editor for the Angling Report publication 26:45 - In May 2020, Seth bought Hatch Outfitters fly shop 37:00 - The local streams in Chattanooga are their first option for trout - North Chickamauga Creek and Big Soddy 40:00 - Hiwassee River and Elk River are about an hour away from Chattanooga 42:00 - Seth targets muskies from Fall to Winter until early Spring - around November to May 45:50 - Seth talks about hooking people up with some excellent local guides in the area 51:15 - He uses a Hog Island skiff boat 57:00 - Seth talks about fishing for buffalo fish that looks like carp but they're a native species 1:02:00 - Seth is also a huge gar guy 1:04:00 - I mentioned one of our past episodes with Jon Morris at WFS 361 where we focused on gar fishing 1:10:00 - They have an event coming up on October 22, 2022 - Oyster Roast & Casting Competition 1:11:00 - He talks about the Tennessee tarpon - it's the nickname of Skipjack Herring 1:15:25 - We had Tim Landwehr on the podcast in episode 273 where we talked about sight fishing for smallmouth bass. Tim's operation guides on the river that Seth's cabin is on. 1:25:30 - They have a beer bar at the shop Show Notes: https://wetflyswing.com/372

The Innovative Agency
179. Invest In Your Agency's Growth, with Jon Morris

The Innovative Agency

Play Episode Listen Later Oct 5, 2022 37:55


Intro This episode focuses on the goals that an agency should outline to create a roadmap for their growth. Jon Morris joins the podcast today to discuss his innovative framework around how agencies should look at goal-setting. Having owned agencies, he brings a lot of experience to the discussion, particularly how he was able to grow his agency to two hundred and fifty employees before selling it. His formula highlights four different types of goals for growing an agency's revenue. What you will learn in this episode: How you can triage what's most important for your company, so you can outline concrete goals. How to define dollar amounts for each of the four agency goals: revenue, profit, cash, and infrastructure. What kinds of investments your agency should be making in training & recruiting, to maximize growth. How to organize your agency's accounts to create a clear-cut safety net and understand your company's outlook. The best way to institutionalize your agency's goals, so your team can understand them and ultimately help you achieve them. Bio Jon Morris is the founder & CEO of Ramsay Innovations and a serial entrepreneur. Prior to Ramsay, he established Rise Interactive in 2004 with prize money from his second-place finish in the University of Chicago's prestigious New venture Challenge. Over the next 16 years, he grew Rise from a one-person shop to one of the largest independent marketing agencies in the world. After selling Rise, Jon pondered his next move and realized that he was most energized when connecting and helping fellow entrepreneurs grow their businesses. Ramsay Innovations is the product of this inspiration. Like at Rise, Jon developed a proprietary, tech-enabled approach for surfacing hidden financial insights that drive critical business decisions. Ramsay Innovations' mission is to transform marketing agencies by providing them with world-class, agency-specific financial management and strategic planning at a fraction of the cost. In his spare time, Jon enjoys spending time with his wife, three daughters, and two dogs. He loves soccer, having played on his alma mater's team, Kenyon College, and he now coaches his daughter's two soccer teams. Resources: Website:https://ramsayinnovations.com/ LinkedIn:https://www.linkedin.com/in/jonmorrisramsayinnovations/ Facebook:https://www.facebook.com/RamsayInnovations Twitter:https://twitter.com/JonBMorris

Wet Fly Swing Fly Fishing Podcast
WFS 361 - Gar on the Fly with Jon Morris - Fair Flies Fly Fur and Brushes

Wet Fly Swing Fly Fishing Podcast

Play Episode Listen Later Sep 6, 2022 80:35


Show Notes: https://wetflyswing.com/361 Presented By: Stonefly Nets, FishHound Expeditions, Zoe Angling Group, Trxstle Sponsors: https://wetflyswing.com/sponsors Jon Morris from Working Class Fly Fishing Podcast breaks down gar fishing, tying with brushes and fly fur. We find out what gear you need, the best fly line to use, and how rope is used to hook the fish. Jon connects us with the gar guru - state record holder for biggest longnose and alligator gar on the fly, who's also Jon's mentor. Do you know who he is? We also learn about gar's history, how they are threatened today, and why they need our protection. Gar on the Fly Show Notes with Jon Morris 03:20 - Jon was in the army and used to go on combat tours in Afghanistan 07:45 - Jon focuses on tying streamer and predator flies 09:15 - There are 4 or 5 species of gar in North America 10:00 - "Gars are members of the family Lepisosteidae, which are the only surviving members of the Ginglymodi, an ancient holosteian group of ray-finned fish, which first appeared during the Triassic, over 240 million years ago." - Wikipedia 10:30 - There are 7 types of gar - alligator gar, spotted gar, longnose gar, Florida gar, slender gar, Cuban gar, and tropical gar. Jon's favorite is the longnose gar 14:00 - You need a 12 wt rod if you want to catch alligator gars 15:30 - The best time to fish for gar is when it's too hot outside for you. Gars like calm and clean waters. 18:50 - As per Willife.CA.gov, gar are not found in California 20:30 - Gar typically spawn in May and don't eat much during that time 22:50 - "If you break a gar off with that leader because you didn't tie the right knot or you didn't use the right tippet, you're going to kill that fish" 27:00 - If Jon can only use one line for gar, it would be intermediate or floating. For rod, it would be a 12 wt. 27:45 - For leader down to the tippet, it depends on the size of the fly - but usually he runs a foot and a half of 50-pound with a perfection loop. Loop to loop or you can nail knot it. 29:20 - Jon uses a Maxima Chameleon for tippet. He also talks about the fast ach tippet 32:40 - Jon's buddy, Ryan has been working on a gar fly called, Garmageddon. Ryan holds the state record for gar on the fly for alligator and longnose gar. Ryan is a gar nerd - his Instagram is @professor_rivers. 35:30 - Carps are like the "sewer salmon" 36:45 - Alligator gars are threatened species 38:45 - Jon uses Fairflies' fly fur for his flies 43:45 - Jon talks about tying a rope streamer 44:25 - Tommy Lynch was on the podcast in episode 347 44:55 - The key to a good gar fly is how sparse you can make your materials, for 3 reasons: 1 - it casts a lot better, 2 - it hooks up better, 3 - removal of the fly from the mouth 54:30 - We talk about their podcast, Working Class Fishing 1:00:00 - Jon talks about tying with 5D brushes 1:08:20 - Jon makes a reel tying with a 5D brush - check out his Instagram @morrisflyco 1:10:00 - Jon shares his best tip on fishing gar 1:12:00 - Jon uses a Maxim Falcon rod and reel Show Notes: https://wetflyswing.com/361

Jeff Katz
A wonderful family event

Jeff Katz

Play Episode Listen Later Jul 28, 2022 9:11


HopeTree Family Services CEO and President Jon Morris joined Jeff to talk about their annual HopeTree Family Gala. 

The Agency Profit Podcast
How to Build a Productized Service Business to Sell with Tyler Gillespie

The Agency Profit Podcast

Play Episode Listen Later Jun 29, 2022 20:45


QUICK LINKS:• The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.• For more information on our Agency Profitability Systems and Consulting, check out parakeeto.com• Love the podcast? Leave us a review on the platform of your choice at this link.• Want to see/read more about this episode? Then do make your way to parakeeto.com/blogGUEST LINKS:Tyler is circling back to his first love, that being the concept of creating a more tech-enabled content agency. Right from Google Chrome, you can get matched with an industry-specific human writer within 10 minutes. If that sounds of interest, do reach out to him via the below!LinkedInTwitter.com/productizetyProductized.servicesAcquisition ChecklistABOUT TYLER GILLESPIE:Noted founder with two successful exits under his belt, Tyler loves building and scaling productized service businesses! Currently, he shares his thoughts via productized.services. He enjoys traveling regularly, with home bases in Medellin, Colombia, and his hometown in Colorado. Passions include Latin culture, speaking Spanish, playing chess, and salsa dancing.

The Agency Profit Podcast
How to Develop a Strategic Plan to Grow Your Agency with Jon Morris

The Agency Profit Podcast

Play Episode Listen Later Jun 15, 2022 24:39


QUICK LINKS:• The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free.• For more information on our Agency Profitability Systems and Consulting, check out parakeeto.com• Love the podcast? Leave us a review on the platform of your choice at this link.• Want to see/read more about this episode? Then do make your way to parakeeto.com/blogGUEST LINKS:Ramsay InnovationsLinkedInCompany LinkedInABOUT JON MORRIS:Jon is the founder & CEO of Ramsay Innovations and a serial entrepreneur.  Prior to Ramsay, he established Rise Interactive in 2004, as a result of his second-place finish in the University of Chicago's prestigious New Venture Challenge.  Over the next 16 years, he grew Rise from a one-person shop to one of the largest independent marketing agencies globally.  After selling Rise, Jon pondered his next move and realized he was most energized when connecting and helping fellow entrepreneurs grow their businesses!

The Digital Agency Show | Helping Agency Owners Transform Their Business Mindset to Increase Prices, Work Less, and Grow Prof

Jon Morris is the founder and CEO of Ramsay Innovations, a Finance Management and Strategic Planning company that is focused on helping marketing communication firms grow faster. Previous to starting Ramsay Innovations, Morris was the founder and CEO of Rise Interactive. Under Morris' leadership, Rise received recognition for excellence in client service, innovative marketing campaigns, and commitment to culture, including acknowledgment from Inc. 500|5000 Fastest Growing Companies (nine-time winner), Ad Age (Best Places to Work in Advertising), Fortune Magazine, Forrester, and more. Morris has been personally recognized as a leader in technology and innovation on the Techweek100 list and Crain's Chicago Tech 50 list. As a leader in the digital marketing community, Morris has mentored several entrepreneurs, with a significant focus on the University of Chicago's New Venture Challenge, a renowned business plan competition where Rise itself got its start. Morris has shared his expertise as a guest speaker, presenting on main stages and at workshops and webinars for organizations such as Search Marketing Expo, Search Engine Strategies, American Marketing Association, The University of Chicago Booth School of Business, Northwestern University's Kellogg School of Management, Forrester Research, Online Marketing Summit, iStrategy, and Vistage. Morris earned an MBA with high honors, graduating first in his class from the University of Chicago Booth School of Business and a bachelor's degree from Kenyon College.

The Nerd Byword
Episode 096 - Time Travelling Nerds

The Nerd Byword

Play Episode Listen Later Apr 5, 2022 64:38


Kris and Dave travel through space and time to bring you their favorite time travel tales. Plus, Ezra Miller goes bonkers in Hawai'i, Sony competes with Game Pass, and Kris gives the Turtles some love. Nerd News Ezra Miller in legal trouble in Hawai'i Sony unveils Game Pass Competitor Byword Big Talk Assassin's Creed Quantum Leap Days of Future Past DS9 - The Visitor Timeless Voyagers! Nerd Commendations TMNT Annual 2022 by Juni Ba & Ronda Pattison The League of Regrettable Superheroes by Jon Morris