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Do You Have A Tax Preparer?
There's a huge difference between a CPA who fills in the right boxes with the right numbers (tax preparer) and a CPA who helps you strategically plan how to alter those numbers so you don't pay more tax than you should. Which do you have? Watch »
Why Should You Pay Yourself More?
Many agency owners underpay themselves in an effort to manage the books, pay their people better, etc. But you're actually hurting yourself and the agency when you do that. Here's why. Watch »
PM versus AM
The title project manager seems to create some confusion for folks, especially when it comes to understanding the difference between a PM and an AM. Here's the scoop. Watch »
The “R” Word
Clients do not respond well to the word retainer. But that doesn't mean you shouldn't negotiate for that type of relationship. It's more about how you say it than what you say! Watch »
Are You Really Being Candid?
Want to be a successful agency owner? One of the skills you need in your toolbox is the ability to have difficult conversations with candor and clarity. Watch »
Upselling
Every agency should be earning most of their new revenue from existing clients. How do you make that happen? Watch »
Respite
Agency owners are tired after carrying the last two years on their shoulders. And that weight just keeps feeling heavier and heavier. There is a solution but you may not like it very much! Watch »
Compliment them
Looking for a way to connect with a prospect you haven't met yet? An easy and kind way to get on their radar screen is to look for ways to compliment them. Watch »
The 80-20 math rule!
Understanding agency math is critical if you want to run a profitable shop. The importance of AGi and how those dollars are spent cannot be over-emphasized. We often rob from the wrong category (profit) to shore up the others. Watch »
