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Podcasts

Episode 67:

Understanding Agency Financials From a CPAs Perspective, with Jason Blumer.

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[easy-social-share buttons=”facebook,twitter,google,linkedin,mail” counters=1 counter_pos=”topm” total_counter_pos=”leftbig” style=”icon_hover”] Jason Blumer is the Chief Innovative Officer of his firm, Blumer & Associates, CPAs. The firm was one of the first to move from a traditional office to a virtual environment, where they serve digital, marketing, and design agencies. He focuses heavily on business coaching and consulting, while his team meets the technical and compliance needs of the customer. Jason also founded the Thriveal CPA Network in 2010 as a way to help CPA firm owners connect. Since that time, Thriveal has helped many firms grow by providing an online community, coaching services, webinars, and live events. Jason is the host of two podcasts, the Thrivecast for the CPA community and The Businessology Show for the creative community. He speaks and writes frequently for CPAs and design agencies, his firm’s chosen niche. He has been honored as one of the 40 under 40 in the profession (CPA Practice Advisor) as well as one of the Top 100 Most Influential People in Accounting (Accounting Today). Jason loves to watch documentaries on just about anything and is working on his personal bests in Crossfit several times a week. He lives in Greenville, SC with his wife and their three daughters.     What you’ll learn about in this episode: How Jason and his team got into the agency niche Mistakes agencies and agency owners make regularly Why going virtual doesn’t automatically save your agency money How to legally save your agency money in taxes in ways that make sense for your agency Employment benefit plans which benefit agency owners P&L and AGI numbers to know Why you shouldn’t be struggling to make payroll if you have a strong value proposition Why […]

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Episode 66:

How to Do Website Development and Still Make a Profit, with Brent Weaver.

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[easy-social-share buttons=”facebook,twitter,google,linkedin,mail” counters=1 counter_pos=”topm” total_counter_pos=”leftbig” style=”icon_hover”] Brent Weaver became obsessed with creating websites when he was 15 years old. He realized he could create and share information with anyone in the world with the click of a button. His first business was a web design agency turned marketing firm. That business was named in the top-five fastest growing businesses in Denver, Colorado two years running leading to a successful exit/sale to another Denver-based agency. In 2012, he formed uGurus, a business dedicated to helping other web professionals succeed at building profitable businesses without needing to go through twelve years of roller-coaster pains. uGurus has now graduated over 600 web professionals from their Bootcamp. Graduates consistently use words like “transformative” and “life changing” to describe the results they achieve from the program. When not focused on the business, Brent loves hanging out with his wife and two year old son. Other favorite activities: writing, swimming, and snowboarding.     What you’ll learn about in this episode: Why agencies have a hard time making money creating websites for clients Why bad discovery leads to scope creep Why you should spread discovery over multiple meetings rather than one long meeting Why you need to niche down to find the quality and quantity of clients that you need Why you need to treat your website (and your clients’ websites) like a kid Working with your clients to develop a web strategy that fits their budget Establishing a communication pattern with your clients Not letting clients delay because a website isn’t perfect How to focus on the right platforms How to know whether to bring web-dev in-house or use a partnership What agencies need to know about the web to […]

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Episode 65:

5 Ways to Measure What Matters, with Drew McLellan.

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[easy-social-share buttons=”facebook,twitter,google,linkedin,mail” counters=1 counter_pos=”topm” total_counter_pos=”leftbig” style=”icon_hover”] Drew McLellan is the Top Dog at Agency Management Institute. For the past 21 years, he has also owned and operated his own agency. Drew’s unique vantage point as being both an active agency owner and working with 250+ small- to mid-size agencies throughout the year, give him a unique perspective on running an agency today. AMI works with agency owners by: Leading agency owner peer groups Offering workshops for owners and their leadership teams Offering AE bootcamps Conducting individual agency owner coaching Doing on-site consulting Offering online courses in agency new business and account service Because he works with those 250+ agencies every year — he has the unique opportunity to see the patterns and the habits (both good and bad) that happen over and over again. He has also written two books and been featured in The New York Times, Entrepreneur Magazine, and Fortune Small Business. The Wall Street Journal called his blog “One of 10 blogs every entrepreneur should read.”     What you’ll learn about in this episode: Why you have to measure inside your agency The AGI/FTE ratio: why you should be aiming for this to be 150,000 (and why many agencies struggle to reach this goal) Measuring over/under on projects: how often are you over, how often are you under, and by how much? Why you need to look at profitability on a client by client basis (and how to know when to fire a client due to profitability) Why you need a minimum standard AGI for all your clients Why you absolutely need to use timesheets inside your agency (and why this doesn’t mean you should bill by the hour)   The […]

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Episode 64:

How to Create Content That Converts Leads, with Andy Crestodina.

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[easy-social-share buttons=”facebook,twitter,google,linkedin,mail” counters=1 counter_pos=”topm” total_counter_pos=”leftbig” style=”icon_hover”] Andy Crestodina is a co-founder and the Strategic Director of Orbit Media, an award-winning 38-person web design company in Chicago. Over the past 15 years, Andy has provided web strategy and advice to more than a thousand businesses. As a top-rated speaker at national conferences and as a writer for many of the biggest blogs, Andy has dedicated himself to the teaching of marketing. Andy has written hundreds of articles, many of which have been published on the top marketing blogs and media websites. Favorite topics include content strategy, search engine optimization, social media and Analytics. Andy was named to Forbes Top 10 Online Marketing Experts to Watch in 2015 and Entrepreneur Magazine Top 50 Marketing Influencer in 2016, and is a mentor at 1871, the #1 incubator in the US. He is also the author of “Content Chemistry: The Illustrated Handbook for Content Marketing.”     What you’ll learn about in this episode: Why Andy started his web design company and how it’s evolved since then Doing important tasks before urgent tasks Why you need to write your content marketing mission statement Why delegating is so crucial (and why Andy hired a boss for himself) Why you don’t need to publish every week Why you should publish answers to questions you get frequently instead of constantly writing emails with similar content Measuring the performance of content How to construct your content so that it will perform “Content Chemistry”: Andy’s book about how to repurpose content Building your website with what people are searching for in mind Winning the SEO battle and turning visitors into leads Steps agencies can take right now to improve their content to convert more […]

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Episode 63:

Get Involved In Every Aspect of a Client’s Business, with John Fricks.

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[easy-social-share buttons=”facebook,twitter,google,linkedin,mail” counters=1 counter_pos=”topm” total_counter_pos=”leftbig” style=”icon_hover”] A leader of such national accounts as Home Shopping Network, The Disney Channel, CitiFinancial, and Papa John’s Pizza as the founder and sole principal of $110 million Atlanta-based Fricks/Firestone agency, John Fricks is focused on the same kind of growth at AntonWest. In the seven year transition from Fricks/Firestone in Atlanta to AntonWest in Jacksonville, he consulted with CEOs of major corporations and agency owners all over the country. John Fricks believes the key to problem solving is listening to clients describe their challenges so the agency can creatively advance a solution through its full arsenal of resources digital, broadcast, print, and public relations. He will tell you that the proximity to navigable water was not part of the lure to Jacksonville, but you are sure to find him relaxing by a dock when not behind his desk.     What you’ll learn about in this episode: How John managed to get huge accounts at his small agency (Fricks/Firestone) How to appeal to a CEO’s insecurities What John does at his new agency AntonWest Why agencies need to get involved in all areas of their client’s business, not just the advertising Staying up to date on new technology and ideas Having great relationships with vendors that make them feel part of the business How to recruit and retain top talent What a culture must have to be truly collaborative How to position your agency in the marketplace How account people can gain the trust of their creatives Why it’s important to allow your employees to fail (when trying) What agency CEOs need to be focusing on today   The Golden Nugget:

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Episode 62:

Keep It Simple, with Joe Calloway.

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[easy-social-share buttons=”facebook,twitter,google,linkedin,mail” counters=1 counter_pos=”topm” total_counter_pos=”leftbig” style=”icon_hover”] Joe Calloway has been speaking to business audiences for about 30 years. He’s written seven books, including the just released “Keep It Simple.” He has served as the first Executive In Residence for Belmont University’s Center For Entrepreneurship, and he invests in and advises start-up companies, including Gilson Boards, a snowboard manufacturing company. Joe is an active investor in a real estate development group with current projects in Louisville, Nashville, and Chattanooga. He lives in Nashville with his wife, Annette, and our daughters, Jessica, and Cate.     What you’ll learn about in this episode: Why Joe wrote “Keep It Simple” and how it’s different from his other books What all effective leaders have in common What your vision/mission statement should sound like Why you need to follow Warren Buffett’s advice and say no to almost everything The Gold Standard: doing what you say you will do, the way you said you will do it, when you said you would do it Why you have to set the example inside your business Why you can’t get stuck doing what used to work Being better tomorrow than you are today Why you need to be so good at the basics that you are cutting edge Why you need to work on the relationships with everyone you work with Being your authentic self and believing in yourself Why — whatever happens — that’s normal Improving upon your strengths Why your success is dictated by your culture Why you need to get clear on the three things you need to get right   The Golden Nugget:

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Episode 61:

Improving Your Public Speaking, with Tamsen Webster.

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[easy-social-share buttons=”facebook,twitter,google,linkedin,mail” counters=1 counter_pos=”topm” total_counter_pos=”leftbig” style=”icon_hover”] Part “idea whisperer,” part message strategist, and part presentation coach, Tamsen Webster helps people and organizations like Verizon, State Street Bank, Ericsson, Johnson & Johnson, and Disney find and communicate the power of their ideas. She is the Executive Producer of TEDxCambridge, one of the oldest and largest locally organized TED talk events in the world. She is also Executive Communications Coach with Oratium, a messaging consultancy. In former lives, she worked in both agencies and at nonprofits heading up brand, marketing, and fundraising communication strategy, along with a brief but enduring turn as a change management consultant. She’s also a retired Weight Watchers leader and an accidental marathoner.     What you’ll learn about in this episode: Why speaking is the best tool for convincing someone that your agency is the best agency for them Why you need to make your speeches about your audience and not about you Mistakes that agencies make in pitches all the time How to structure your new business presentations so that you win the business Why you want people to remember the one big idea of your presentation — not specific tactics How to develop a thought leadership presentation Why niched presentations are a lot more effective than broad ones “Why,” “what now,” and “how” talks: what’s different about these kind of presentations How to structure a talk when you are given a general topic that you have to speak on Why you should stop before the sell when you’re presenting to gain awareness for your business Why creating an event is a great way to get good at speaking How to find other speaking engagements Why you need to grab testimonials […]

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Episode 60:

Fill Your Life with the Five People Who Help You Create the Best Version of You, with Drew McLellan.

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[easy-social-share buttons=”facebook,twitter,google,linkedin,mail” counters=1 counter_pos=”topm” total_counter_pos=”leftbig” style=”icon_hover”] Drew McLellan is the Top Dog at Agency Management Institute. For the past 21 years, he has also owned and operated his own agency. Drew’s unique vantage point as being both an active agency owner and working with 250+ small- to mid-size agencies throughout the year, give him a unique perspective on running an agency today. AMI works with agency owners by: Leading agency owner peer groups Offering workshops for owners and their leadership teams Offering AE bootcamps Conducting individual agency owner coaching Doing on-site consulting Offering online courses in agency new business and account service Because he works with those 250+ agencies every year — he has the unique opportunity to see the patterns and the habits (both good and bad) that happen over and over again. He has also written two books and been featured in The New York Times, Entrepreneur Magazine, and Fortune Small Business. The Wall Street Journal called his blog “One of 10 blogs every entrepreneur should read.”     What you’ll learn about in this episode: Why I absolutely believe Jim Rohn’s famous adage that we are the average of the five people we spend the most time with Why you should go back and take a look at the one page life plan I outlined in episode 10 Spending time with the people who inspire you to commit to excellence in every aspect of your life Spending time with the people you learn from that challenge you to think in different ways Spending time with people that you can teach Hanging out with people who see you more clearly than you see yourself Spending time with people who will call you out […]

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Episode 59:

Social Selling Strategies to Grow Your Agency, with Phil Gerbyshak.

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[easy-social-share buttons=”facebook,twitter,google,linkedin,mail” counters=1 counter_pos=”topm” total_counter_pos=”leftbig” style=”icon_hover”] Phil Gerbyshak is a speaker and a trainer, who delivers programs on the power of technology, social selling and connection. With a unique speaking style—part technology and sales expert, part entertainer—Phil keeps his audiences awake and engaged while providing micro-tactics to help you get more leads, earn referrals, and improve your business. When he’s not traveling, speaking, or making new connections, Phil writes. He’s published 5 books, including “10 Ways to Make It Great” and “#TwitterWorks,” more than 2,500 articles, and has been interviewed by the Wall Street Journal, USA Today, Financial Times, and more.     What you’ll learn about in this episode: Social selling: getting people to convert for you Making a connection with someone online (this isn’t a follow or a like) Why keyword targeting isn’t necessarily the best path to success Why Phil actively connects people he thinks should know about each other How Phil uses LinkedIn as a powerful sales and research tool Why you have to share content that isn’t your own Why you should congratulate your competition — and why you need to be genuine about it Phil’s strategy for creating content people need and starting conversations Cultivating and leveraging testimonials How to use your pinned post wisely Things you can do right now to start putting into practice the ideas from this episode Phil’s podcast “Conversations with Phil”   The Golden Nugget:

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Episode 58:

Innovating Your Agency with Initiatives, with Kris Hoet.

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[easy-social-share buttons=”facebook,twitter,google,linkedin,mail” counters=1 counter_pos=”topm” total_counter_pos=”leftbig” style=”icon_hover”] Kris Hoet has a broad experience on both the client and agency side and brings a unique perspective to his work at the crossover of creativity and technology. His passion for technology and how to translate that into change and impact first came through when he was working as a client enabling better connections with consumers by building some of the first online cinema experiences in the late 90s and kickstarting some of Microsoft’s first influencer marketing activities in the early 2000s. Currently Kris is heading up the innovation initiatives at Happiness, an agency he co-founded, a role he also fulfills for the global FCB network to which Happiness belongs. Before joining Happiness, Kris was part of the management team at Duval Guillaume responsible for some advertising classics such as TNT’s Push to add drama & Carlsbergs Bikers. During his time there the agency became Digital Agency of the Year twice and following that was elected Agency of the Year for three consecutive years. Kris is also a renowned speaker at international marketing conferences. He was one of the Advocates of the TED Ads Worth Spreading program and is still a curator of All Gunns Blazing, a selection of some of the most innovative worldwide creative work of the famed Gunn Report. He is an avid mountain biker and a self-proclaimed petrolhead with a special love for vintage cars.     What you’ll learn about in this episode: Why Kris made the jump to the agency side — and why he started his own agency Innovation initiatives and driving change in every aspect of a company Why small changes across a company are better than one big change Getting […]

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