Creative Agency Success Show

著者： Summit Virtual CFO by Anders
無料で聴く

  • サマリー

  • Has your business scaled beyond $1 million in annual revenue? Do you employ a staff of 20 or more people? If so, you've likely experienced a whirlwind of highs and lows that come with growth. You're not alone in your journey. Since 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, has helped businesses and creative agencies across America and the globe by providing Virtual CFO Services, cash flow management, business tax planning, financial forecasting, and much more. We've also performed hundreds of 401(k) audits and provided CPA firms with accounting outsourcing services and Virtual CFO consulting. This podcast seeks to help service-based business owners dive deep into the financial side of their business to achieve growth and financial success. Tune in bi-weekly as our hosts—Jamie Nau, Director + Virtual CFO, and Jody Grunden, Partner at Anders CPAs + Advisors—interview special guests to share knowledge in the digital and creative agency industry, as well as Jody’s experience as a service-based business owner and entrepreneur.
    2023 Summit Virtual CFO by Anders
    続きを読む 一部表示

あらすじ・解説

Has your business scaled beyond $1 million in annual revenue? Do you employ a staff of 20 or more people? If so, you've likely experienced a whirlwind of highs and lows that come with growth. You're not alone in your journey. Since 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, has helped businesses and creative agencies across America and the globe by providing Virtual CFO Services, cash flow management, business tax planning, financial forecasting, and much more. We've also performed hundreds of 401(k) audits and provided CPA firms with accounting outsourcing services and Virtual CFO consulting. This podcast seeks to help service-based business owners dive deep into the financial side of their business to achieve growth and financial success. Tune in bi-weekly as our hosts—Jamie Nau, Director + Virtual CFO, and Jody Grunden, Partner at Anders CPAs + Advisors—interview special guests to share knowledge in the digital and creative agency industry, as well as Jody’s experience as a service-based business owner and entrepreneur.
2023 Summit Virtual CFO by Anders
リーダーシップ 経済学
続きを読む 一部表示
エピソード
  • Mastering the Art of Agency Growth: Lessons from Brad Ferris

    Mastering the Art of Agency Growth: Lessons from Brad Ferris
    2025/01/06
    Episode Title:Mastering the Art of Agency Growth: Lessons from Brad FerrisEpisode Summary:In this episode of "The Creative Agency Success Show," hosts engage with Brad Ferris, a seasoned expert with over 20 years in the marketing and creative agency space. The discussion centers on scaling agency businesses, highlighting the importance of strategic hiring, financial planning, and maintaining cash reserves. Brad shares insights on the differences between consulting and coaching, emphasizing the empowerment of agency owners to find their own solutions. Success stories and challenges are discussed, offering practical advice on navigating growth stages and making informed decisions. The episode concludes with actionable steps for agency owners to achieve sustainable growth.Episode Notes:"I truly believe that a lot of visionaries and entrepreneurs think they can outsell anything, but they need to be intentional and build up that cash reserve to dive into the next level." -Brad FarrisThe finer details of this episode:Focus on strategies for agency owners to scale their businesses.Discussion of the challenges faced by agency owners during growth.Importance of hiring the right people for agency success.Distinction between consulting and coaching in the agency context.The role of cash reserves in supporting growth initiatives.Insights on navigating different stages of agency growth.The significance of revisiting goals and aspirations regularly.Addressing conservative mindsets and encouraging calculated risks.The value of external perspectives in identifying areas for improvement.Episode resources:● Summit Virtual CFO by Anders website: https://www.summitcpa.net/● Love our content? Sign up for our newsletter: https://www.summitcpa.net/summit-newsletter● Digital Dollars and Cents: A Virtual CFO’s Playbook to help Digital Companies Create a Financial Roadmap to Success, is now an audio book! Download it here: https://vcfo.summitcpa.net/ddc Timestamps:Introduction to the Show (00:00:00) Overview of "The Creative Agency Success Show" and its focus on helping agency owners. Discussion on Growth Strategies (00:00:15) Brad Ferris shares insights on achieving the next stage of agency growth. Importance of Coaching (00:00:40) Speaker 3 highlights Brad's extensive experience and the value of coaching for agencies. Hiring Considerations for Growth (00:01:21) Discussion on when to hire and which roles to prioritize for agency success. Consulting vs. Coaching (00:02:32) Brad explains the differences between consulting and coaching in agency settings. Success Story: Navigating Crisis (00:03:35) Brad shares a client's turnaround story after a significant revenue drop. Engagement Structure (00:05:58) Brad describes his coaching engagement model and its impact on client awareness. Contingency Planning (00:07:15) Importance of building contingency time into a CEO's schedule to handle crises. Creative Outlets for Agency Owners (00:09:03) Helping clients find creative outlets outside work to maintain passion and energy. Hiring Key Team Members (00:09:59) Discussion on the importance of hiring for growth and the challenges faced. Bottlenecks in Growth (00:10:40) Identifying the owner as a bottleneck and the need to delegate responsibilities. Sales Role Transition (00:12:02) The importance of transitioning sales responsibilities as the agency grows. Building a Unified System (00:15:39) Challenges of managing multiple systems as agencies grow towards $10 million. Strategic Choices for Growth (00:17:22) Making critical decisions about market focus versus expanding service offerings. Value of External Insights (00:17:58) The importance of bringing in external voices for fresh perspectives on growth. Financial Preparedness (00:18:42) The necessity of maintaining cash reserves for new ventures and opportunities. Understanding Cash Reserves (00:18:59) The importance of maintaining cash reserves for agency growth and navigating challenges. Accelerating Growth Through Cash (00:19:23) How cash allows for faster growth and opportunities, including acquisitions. Risk and Cash in Business (00:19:58) Comparison of aggressive business strategies based on available cash. Lessons from the Recession (00:20:33) Insights on how cash availability during a recession can lead to profitable opportunities. Cash and Client Stability (00:20:49) Clients with cash reserves can make better decisions and adapt to market changes. Hiring for Growth (00:21:55) Making key hires can accelerate growth, even when initial profitability is uncertain. Opportunities During Tough Times (00:22:40) Companies with cash can seize opportunities to hire talent during downturns. Evaluating Conservative Cash Strategies (00:23:20) Discussing the need for companies to evaluate their conservative cash holdings. Setting Business Goals (00:24:18) The importance of ...
    続きを読む 一部表示
    33 分
  • 2024 Year in Review

    2024 Year in Review
    2024/12/30
    Episode Title: 2024 Year in ReviewEpisode Notes:In our year end wrap up: Jody, Brett, Tom, Hannah, and Jamie share favorite moments from the show, podcasting resolutions and holiday gift wishes. the hosts reflect on personal anecdotes and provide their aspirations for the upcoming year. They also introduce a new behind-the-scenes team member."It’s super common for us to go into a conference and have someone say, "Hey, I love that podcast you’re on." It’s really cool, and we really enjoy it." – Jody GrundenThe finer details of this episode:Reflection on the past year in podcastingPersonal podcasting resolutions for the upcoming yearHighlights of memorable podcast episodes and guest contributionsEpisode resources:● Summit Virtual CFO by Anders website: https://www.summitcpa.net/● If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.com● Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/Timestamps:Introduction to the Episode (00:00:00)The host welcomes listeners to the Creative Agency Success Show, highlighting its value for agency owners.Productivity in One Room (00:00:14)Jodi humorously comments on the team's low productivity due to everyone being together, setting a light-hearted tone.Congratulations to Indiana University (00:00:41)Brett congratulates Indiana University on a sports victory and transitions into a discussion about online gambling.Online Gambling Discussion (00:01:05)The speakers engage in a light banter about online gambling's legality in Indiana and personal stakes in upcoming games.Introducing Christine (00:01:31)Jodi introduces Christine, acknowledging her contributions to the team and welcoming her to the show.Christine's Favorite Podcast (00:02:08)Christine shares her favorite podcast episode, highlighting the Young CPA as relatable for her college experience.Introducing Mina (00:04:04)Mina, a new team member, shares her background in agricultural tech and politics, expressing excitement for her role.Podcast Ranking Discussion (00:04:41)Brett mentions the podcast's ranking, humorously clarifying its position within the United States.Mina's Podcasting Resolution (00:05:39)Mina discusses her goal of maintaining organized scheduling for the podcast, emphasizing the importance of planning ahead.Favorite Podcast Moments (00:06:33)The team discusses their favorite moments and guests from their respective podcasts, starting with Brett's insights.Brett's Podcast Insights (00:07:06)Brett reflects on the educational value of his guests in the cannabis space, highlighting their expertise and fascinating discussions.Christine's Support (00:09:22)Brett thanks Christine for her behind-the-scenes support during a recent conference, showcasing teamwork.Hannah's Favorite Episodes (00:10:00)Hannah shares her favorite episode featuring guests from analytics, discussing their innovative contributions to the accounting space.Tom's Podcast Experience (00:11:33)Tom recounts a humorous incident where he was mistakenly recognized for another podcast, showcasing the dynamics of audience recognition.Storytelling in Podcasts (00:13:36)Tom highlights the importance of storytelling in consulting, referencing insights from guests about the hero's journey.Jodi's Favorite Moments (00:16:04)Jodi expresses appreciation for spending time with Jamie on the podcast and reflects on the year's successes.Memorable Guest Experiences (00:18:11)Jamie shares memorable moments from past episodes, including discussions about life perspectives and marketing insights.Podcast Episode TimestampsPodcasting Resolutions and Christmas Lists (00:18:54)Discussion on personal podcasting resolutions and what each speaker wishes for Christmas.Jodi's Podcasting Resolution (00:19:43)Jodi shares her resolution to engage more with podcast listeners at conferences.Tom's New Year's Resolution (00:21:19)Tom plans to wake up early for podcast workouts and explore storytelling and AI in podcasts.Hannah's Podcasting Goals (00:23:26)Hannah aims to create a fun vibe in her podcast and continue connecting with listeners.Brett on Cannabis Regulations (00:25:53)Brett discusses the challenges of cannabis businesses under strict regulations and hopes for future changes.Christine's Podcasting Focus (00:31:18)Christine wants to support her team and improve their podcast while sharing personal listening habits.Jamie's Follow-Up Resolution (00:35:07)Jamie resolves to follow up with interesting people he meets to invite them on the podcast.Closing Remarks (00:37:16)The host thanks the speakers for their insights and reflects on the enjoyable discussion.
    続きを読む 一部表示
    37 分
  • Riding the Entrepreneurial Rollercoaster: Insights from Tom Conlon

    Riding the Entrepreneurial Rollercoaster: Insights from Tom Conlon
    2024/12/17
    Episode Title:Riding the Entrepreneurial Rollercoaster: Insights from Tom ConlonEpisode Summary:In this episode, the hosts engage with Tom Conlon, founder of North Street Creative, to discuss his entrepreneurial journey and the cyclical nature of business. Tom shares insights on the challenges of running a creative agency, emphasizing the importance of adaptability and timely decision-making. He recounts the impact of economic cycles on business operations and the significance of maintaining strong banking relationships. The conversation also covers the role of structured operating systems like EOS in achieving strategic goals and the necessity of financial visibility. The episode concludes with reflections on media influences and the enduring value of print publications.Episode Notes:"I didn't even have a line of credit until COVID. When it started happening, I realized how crucial it was to have that financial safety net." Tom ConlonThe finer details of this episode:Entrepreneurial journey and background of the guest.The cyclical nature of business and its impact on creative agencies.Challenges faced while running a creative agency, including financial and cultural impacts.Importance of adaptability and making timely decisions in business.Strategies for surviving economic downturns, including financial planning and having a safety net.The role of structured operating systems in enhancing business operations.Financial visibility and its significance in strategic planning.Engaging team members in the goal-setting process for personal and professional development.Influence of media and publications on personal and professional growth.Episode resources:● Summit Virtual CFO by Anders website: https://www.summitcpa.net/● Love our content? Sign up for our newsletter: https://www.summitcpa.net/summit-newsletter● Digital Dollars and Cents: A Virtual CFO’s Playbook to help Digital Companies Create a Financial Roadmap to Success, is now an audio book! Download it here: https://vcfo.summitcpa.net/ddc Timestamps: (00:00:00) Introduction to the podcast and its focus on helping agency owners scale their businesses. Appreciation for Insights (00:00:14) Discussion on the value of insights brought by co-host Hannah compared to previous co-hosts. Conversation with Tom (00:00:23) Hannah shares her positive experience speaking with guest Tom about his entrepreneurial journey. Tom's Background (00:02:14) Tom Conlon introduces himself and his branding agency, North Street Creative, and its focus areas. Agency Evolution (00:02:36) Tom discusses the evolution of his agency and how they adapted during the pandemic. Entrepreneurial Journey (00:04:15) Tom reflects on his unexpected entry into entrepreneurship and the transition from freelance work. Lessons from Experience (00:08:45) Tom shares key lessons learned throughout his 14 years in business, emphasizing cyclical trends. Surviving Down Cycles (00:12:24) Discussion on strategies to navigate low cycles in business and the importance of timely decisions. Financial Preparedness (00:15:54) Tom emphasizes the significance of having savings and a line of credit for business stability. Proactive Planning (00:16:52) Tom outlines how he prepares for future cycles with scenario planning and projections. Culture Challenges During Tough Times (00:18:42) Tom discusses the impact of difficult times on team culture and leadership dynamics. Financial Priorities Over Culture (00:20:14) He explains the necessity of prioritizing financial stability over cultural initiatives during crises. Importance of Operating Systems (00:22:08) The conversation shifts to the benefits of having an operating system like EOS for business decisions. Weekly Meetings and Accountability (00:24:00) Tom describes how structured meetings improved accountability and focus on larger business goals. Setting Goals with EOS (00:25:47) He emphasizes the importance of setting and breaking down goals for effective team alignment. Involvement of Team in Rocks (00:27:48) Tom shares how everyone on the team has individual "rocks" for personal and professional development. Influential Magazines and Media (00:28:47) Tom reflects on his early influences from magazines and his current consumption of audiobooks. Personal Reading Preferences (00:30:34) He discusses his interest in financial crime literature and influential business books. Nostalgia for Print Media (00:32:02) Other speakers share their fond memories of magazines and the tactile experience of reading print. Closing Remarks and Episode Summary (00:34:22) The hosts thank Tom for sharing his insights and reflect on the episode's key takeaways.
    続きを読む 一部表示
    35 分

Creative Agency Success Showに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。