Net Profit Podcast- Accelerate Your Profits with Ryan Kimler: Recent Episodes
Ryan Kimler
Growing a business’ net profits can be an overwhelming task when the business owner tries to do it all on their own. That is why The Net Profit Podcast with Ryan Kimler is here! Ryan will interview financial experts and business owners to help share the nuggets of wisdom one episode at a time. If you are a business owner working to grow your company’s net profits, then this is the podcast for you!
In this short message to the Net Profit Podcast community, Ryan Kimler shares an important update about the show. He reflects on the podcast’s journey since launching in January 2023, expresses gratitude to listeners for their continued support, and explains why he’s taking a brief pause to focus on new projects in 2026. While the podcast is on a short break, Ryan reassures listeners that the Net Profit Podcast is not ending—and that he’ll be back in the host seat soon.
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Franka Winchester: Franka Winchester is the Owner, Founder, and Managing Partner of Pacific Crest Group, which specializes in outsourced accounting and HR for growing organizations. Since 2003, she’s worked with businesses typically in the 30–250 employee range to streamline their financial back office, strengthen internal controls, prevent costly compliance mistakes, and create efficient, cloud-based systems.
Franka and her team act as a fractional finance and HR department—combining bookkeeping, controller-level oversight, and strategic HR support—so business owners get enterprise-level back-office support without the cost of building a full in-house team.
In this episode, Ryan and Franka Winchester discuss:
- Franka’s journey and the founding of Pacific Crest Group
- Evolution of outsourced accounting and HR (technology & remote work)
- Ideal clients and service scope
- Blind spots PCG solves for business owners
- Benefits and economics of outsourcing vs. in-house teams
Key Takeaways:
- The outsourced back office has radically evolved. What used to require on-site bookkeepers, paper files, and desktop software can now be handled remotely through fully cloud-based, paperless systems and virtual meetings.
- Growing companies hit a tipping point for HR and accounting. Once a business reaches roughly 30–250 employees (often around 80 people and ~$10M in revenue), the volume of transactions, people issues, and compliance needs typically outgrows DIY or “one person does everything” solutions.
- Systems and checklists are a silent competitive advantage. Well-designed workflows, recurring task lists, and project management tools dramatically cut the risk of missed filings, lapsed licenses, and other back-office oversights—while strengthening financial controls against fraud.
- The best finance and HR support feels like a strategic partner. Regular review meetings, visual reporting, and open conversations about trends and red flags turn back-office functions into a source of insight and guidance, not just a cost center.
- Instead of hiring a full-time bookkeeper, controller, CFO, and HR lead, many businesses get better coverage—and often lower total cost—by tapping specialized professionals on a fractional or outsourced basis.
“There's always something new, there's always something to learn, and there is great feedback that we're getting, and that is what I feel like keeps us going.” — Franka Winchester
Connect with Franka Winchester:
Website: https://www.pcg-services.com/
LinkedIn: https://www.linkedin.com/in/frankawinchester/
Instagram: https://www.instagram.com/frankawinchester/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Angelica Rayco
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Josh Ramsey: Joshua Ramsey, owner and operator of both JRcmo and a full-stack marketing agency, has developed principles and strategies for businesses since 2001. During this time, Joshua has successfully created and executed more than 80,000 successful campaigns across the US.
Joshua is a Fractional Chief Marketing Officer, author, and highly regarded speaker. As someone with experience in speaking since 2005, Joshua teaches executives and business owners exactly how to cut costs and improve their current business so they can continue to grow. As a true Fractional Chief Marketing Officer, Joshua gives business owners unique executive experience, along with a fresh perspective, without having to pay the high salary of a full-time employee. He helps them develop new strategies for growing their brand, increasing customer acquisition, and generating new sales.
In this episode, Ryan and Josh Ramsey discuss:
- The gap between marketing execution and strategy
- How perception influences brand effectiveness
- Misalignment in marketing partnerships
- Data-driven decision-making in advertising efforts
Key Takeaways:
- Without a structured transition plan and historical marketing analysis, switching agencies causes a full reset in strategy, data tracking, and momentum, ultimately costing businesses valuable time and lost sales opportunities.
- Driving traffic to a website is ineffective unless the messaging and visuals immediately align with the expectations of the intended audience, especially when selling premium services or targeting specific buyer personas.
- Many businesses unknowingly waste marketing budget because agencies often pitch and execute what they’re good at, rather than what serves the broader strategic needs of the company, resulting in fragmented and misaligned efforts.
- A website’s time-on-site metric is a key indicator of conversion potential, and by increasing user engagement through targeted messaging and design, businesses can dramatically improve lead quality and overall marketing ROI.
"It’s not what you say, not how you say it—it’s what’s perceived by your audience." — Josh Ramsey
Connect with Josh Ramsey:
Website: https://jrcmo.com/
LinkedIn: https://www.linkedin.com/in/jrcmo/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Michael Burke: Michael unlocks human potential so small businesses break through ceilings with less burnout and without delay. He has expertly coached hundreds of business owners, executives, and their leadership teams across the United States. His unique insight into what it takes to break through is forged in experience as a former "Turn-Around" specialist, marathoner, and thriving decades beyond his life expectancy.
In this episode, Ryan and Michael Burke discuss:
- Unlocking human potential through neuroscience-informed coaching
- The relationship between mental blocks and business problem-solving
- The role of brain function in stress, decision-making, and innovation
- Coaching structures designed for rapid, lasting personal and team transformation
Key Takeaways:
- Through targeted coaching conversations that stimulate insight and shift cognitive processing from the brain’s fear-based amygdala to the possibility-oriented prefrontal cortex, business owners can quickly access solutions to complex challenges that previously felt unsolvable.
- By combining neuroscience-backed coaching methods with the structured “mental fitness” framework from Positive Intelligence, clients not only experience breakthroughs in clarity but also retain and reinforce these insights through habit-building, minimizing regression, and mental sabotage.
- Stress is significantly reduced when individuals learn to recognize and rewire their brain's natural bias toward threat detection and instead train their cognitive focus toward constructive thinking and creative execution using the brain’s higher-order regions.
- When entire teams adopt a shared coaching language and mindset, organizations experience fewer idea-stifling behaviors like fear-based reactions or leader-imposed shutdowns, replacing them with energized collaboration, sustained innovation, and execution consistency.
"No matter what's going on in your business, no matter what's going on in life, you already have what it takes to break through." — Michael Burke
Connect with Michael Burke:
Website: https://michaelburkecoaching.com/
Email: mike@michaelburkecoaching.com
LinkedIn: www.linkedin.com/in/michaelburkelivebold
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Davina Frederick: Attorney Davina Frederick is the founder and CEO of Wealthy Woman Lawyer, a company that helps women law firm owners scale their law firm businesses and become millionaires. She's also the author of two books on law firm marketing and management, and the founder of the number one podcast for women in law, the Wealthy Woman Lawyer Podcast.
In this episode, Ryan and Davina Frederick discuss:
- Navigating the challenges of growing and scaling a solo or small law firm
- Shifting mindsets to build sustainable and leveraged businesses
- The importance of strategic delegation and hiring to grow beyond limitations
- Developing financial confidence and planning for long-term wealth and security
Key Takeaways:
- Many women law firm owners unknowingly stay solo for too long, leading to exhaustion, limited income scalability, and ultimately building a business that cannot function or be sold without them, jeopardizing both retirement and legacy.
- By applying a structured framework focused on mindset, client attraction, pricing, systems, team development, and financial mastery, women lawyers can break out of the six-figure plateau and sustainably scale their firms to seven and multiple seven figures.
- Letting go of the need to control or personally execute every task—especially those they’re skilled at—allows law firm owners to transition from overworked professionals into strategic leaders building high-impact, asset-driven businesses.
- Attaching real financial figures to personal goals like travel, education, retirement, and security reveals why scaling a profitable business is not just about money, but about funding a fulfilling, empowered, and secure life.
"The highest and best use of your time, at some point, becomes mentoring, teaching, coaching, training other associate attorneys to work for you, so you can focus on growing the business, rain-making—whatever it is that's going to move that lever and grow your business to the next level." — Davina Frederick
Connect with Davina Frederick:
Website: http://www.wealthywomanlawyer.com/
Show: Wealthy Woman Lawyer Podcast: https://podcasts.apple.com/us/podcast/wealthy-woman-lawyer-podcast-helping-you-create-a/id1458507391
LinkedIn: https://www.linkedin.com/in/davinafrederick/
Facebook: https://www.facebook.com/wealthywomanlawyer
Instagram: https://www.instagram.com/wealthywomanlawyer
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Joe LoPresti: Joseph F. LoPresti is the founder and CEO of ClearPath Family Office and Arlington Wealth Management, bringing nearly four decades of experience in wealth advisory. Disillusioned by Wall Street’s sales-driven culture early in his career, Joe developed a proprietary investment methodology focused on wealth preservation, proactive planning, and business exit strategies. Over the past 25+ years, he has helped business owners and families align their wealth with business strategy, ensuring financial security and legacy preservation. A dedicated family man and 3rd generation winemaker, Joe has been married for 35 years and has three daughters who share his passion for life and tradition. He is also the co-author of Exit by Design, a blueprint for business owners navigating succession and transition planning.
In this episode, Ryan and Joe LoPresti discuss:
- How business owners can achieve financial independence through strategic exit planning
- Why is integrating professional advisors critical to avoiding costly planning mistakes
- What a fractional family office model offers to entrepreneurs building and transitioning wealth
- When and how to shift focus from business growth to long-term value protection and legacy
Key Takeaways:
- One-third of business owners will leave their companies involuntarily due to unpredictable life events such as death, disability, or disputes, making transition-readiness and contingency planning essential for preserving both personal and business wealth.
- Failing to coordinate professionals—like an attorney and insurance agent—can result in significant financial exposure, as shown when a client’s trust assets became vulnerable because his liability policy did not recognize the trust structure.
- Determining a business owner’s “freedom point” involves projecting lifetime income needs and aligning them with current assets and enterprise value to define the moment when work becomes optional and full personal autonomy is achievable.
- Removing owner dependency from a business not only boosts its attractiveness to buyers and increases valuation but also grants the current owner more time, flexibility, and control both before and after their exit.
"If the business is really centered around you, it’s not that valuable to a buyer, right... a buyer doesn’t want to buy a job." — Joe LoPresti
Connect with Joe LoPresti:
Website: https://clearpointfamilyoffice.com/ & https://arlington-wealth.com/
Book: Exit By Design: https://www.exitbydesignbook.com/
LinkedIn: https://www.linkedin.com/in/joeloprestiria/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this solo episode, Net Profit CFO Ryan Kimler breaks down the five most common mistakes business owners make when it comes to cash flow—and why “more money in the bank” doesn’t automatically mean your business is healthy. Drawing from real client experiences, Ryan explains the difference between profit and cash, how to avoid “growing broke,” and what it really takes to design a cash flow model that supports long-term growth. You’ll walk away with practical tools to forecast your cash, protect your margins, and make smarter decisions before problems show up in your bank account.
In this episode, Ryan discusses:
- The dangerous misconception that profit and cash are the same thing
- Why relying on your bank balance as a dashboard leads to bad decisions
- How your operating cycle (from signing a client to collecting payment) impacts cash
- The role of pricing, payroll, and hiring timing in creating cash flow stress
- Why you must proactively forecast future cash needs—especially when you’re growing
Key Takeaways:
- It’s possible to look profitable on paper and still be broke. The timing difference between when revenue is booked and when cash is collected can create serious pressure if you’re not forecasting actual inflows and outflows.
- Running the business off your bank balance is like flying a plane with no instruments. Pending payroll, quarterly tax payments, annual insurance, and subscription renewals can all be “invisible” cash obligations that haven’t left the account yet but absolutely will.
- Your operating cycle is a core part of your strategy, not just an accounting detail. When you understand how long it takes from signing a client to collecting full payment, you can shorten that cycle through deposits, faster billing, automated collections, better payment terms, late fees, or prepayment incentives.
- Cash flow lives or dies in your model: pricing, labor costs, overhead, and hiring timing all interact. Building and regularly revisiting a simple financial model—“If we charge X, pay people Y, and add headcount at Z point, do we still generate enough cash?”—gives you clarity before you scale.
- Growth requires cash, and you can absolutely “grow broke” if your profit margins quietly erode as revenue climbs.
“Cash flow is not a bookkeeping or accounting, or a tax problem. It is really a strategy problem.” — Ryan Kimler
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Mark Dolfini: Mark Dolfini is a Life and Business Strategist, U.S. Marine veteran, and bestselling author of The Time-Wealthy Investor 2.0. As the founder of Strategic Boardroom LLC, he helps entrepreneurs and business owners regain control of their calendars, design businesses that serve their lives, and break free from the trap of constant busyness. Drawing on his background in accounting, commercial lending, property management, and real estate investment, Mark blends practical systems with deep personal insight to help clients achieve true freedom and fulfillment. His work centers on helping high-performing leaders reconnect with their purpose, their families, and the vision that inspired them to start their business in the first place.
In this episode, Ryan and Mark Dolfini discuss:
- How to read a balance sheet and what “liquid assets” really signal about your cash health
- Why increases in cash can be misleading if you’re also taking on more debt
- The importance of comparing percentages, not just dollar amounts, across your P&L
- What “growing broke” means—and how it happens even when revenue increases
- How quarterly reviews reveal trends that yearly statements often hide
Key Takeaways:
- Cash growth doesn’t always mean the business is getting healthier. Mark and Ryan break down how increased payables or new debt can artificially inflate the cash balance and create a false sense of security.
- Looking only at dollar amounts can lead you astray; percentages reveal the real story. By comparing the cost of sales, payroll, marketing, and overhead as a percentage of revenue, business owners can instantly see whether efficiency is improving or declining.
- “Growing broke” happens when revenue rises but efficiency falls. Even a small percentage drop in net profit margin can have massive long-term consequences—especially if the business has taken on debt that must be serviced.
- Quarterly (or even monthly) reviews help you spot seasonality, inefficiencies, and early warning signs before they become bigger problems. This is especially critical for industries like construction, where certain quarters naturally perform differently.
- Sometimes declining margins simply mean you didn’t raise prices enough. If costs rise and pricing doesn’t keep pace, profitability erodes quietly—and quickly—without business owners realizing it.
“That's exactly how companies scale, is that they can scale well, if they keep a lid on their cost, they're tracking their things, and they know at that point it's a math problem”. — Mark Dolfini
Connect with Mark Dolfini:
Website: https://strategicboardroom.com/
Book: The Time-Wealthy Advantage: http://strategicboardroom.com/NetProfit/
LinkedIn: https://www.linkedin.com/in/markdolfini/
Facebook: https://www.facebook.com/mark.dolfini/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Mark Dolfini: Mark Dolfini is a Life and Business Strategist, U.S. Marine veteran, and bestselling author of The Time-Wealthy Investor 2.0. As the founder of Strategic Boardroom LLC, he helps entrepreneurs and business owners regain control of their calendars, design businesses that serve their lives, and break free from the trap of constant busyness. Drawing on his background in accounting, commercial lending, property management, and real estate investment, Mark blends practical systems with deep personal insight to help clients achieve true freedom and fulfillment. His work centers on helping high-performing leaders reconnect with their purpose, their families, and the vision that inspired them to start their business in the first place.
In this episode, Ryan and Mark Dolfini discuss:
- The significance of understanding and analyzing the balance sheet
- The practical breakdown of income statements and profit margins
- Cash management strategies and strategic tax considerations
- Pricing strategies, operational efficiency, and the risks associated with rapid scaling
Key Takeaways:
- Know your balance sheet like the back of your hand—it's the foundation of business health.
- Trends don’t lie; compare several years of financials to spot what’s really happening in your business.
- Profit margin matters: track your costs and understand what’s driving your bottom line.
- Keep cash reserves strong and plan for taxes ahead of time.
- Don’t rush to scale—set your pricing and margins early to stay profitable as you grow.
"Again, it’s just about rules. If you can handle a four-function calculator, add, subtract, multiply, and divide. And I will tell you you hardly ever even have to use the divide." — Mark Dolfini
Connect with Mark Dolfini:
Website: https://strategicboardroom.com/
Book: The Time-Wealthy Advantage: http://strategicboardroom.com/NetProfit/
LinkedIn: https://www.linkedin.com/in/markdolfini/
Facebook: https://www.facebook.com/mark.dolfini/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Ari Rastegar: Ari is the CEO and Founder of Rastegar Property Company, a real estate investment firm dedicated to helping high-income individuals and institutional investors generate stable income and sustainable wealth. Guided by a clear mission—to make institutional-grade opportunities accessible to everyday investors—Ari leads with both expertise and empathy, believing that financial growth and personal fulfillment should go hand in hand.
With investments spanning 38 cities, 13 states, and seven asset classes, Ari and his team have developed over 3.5 million square feet of real estate across the United States. His work and insights have been featured in leading publications such as The Wall Street Journal, Forbes, and The New York Times.
Ari’s philosophy is simple yet powerful: invest wisely and live the life of your dreams. He combines a disciplined investment approach with a passion for empowering clients to take control of their financial future so they can build wealth, preserve their legacy, and live with confidence.
In this episode, Ryan and Ari Rastegar discuss:
- How hitting rock bottom gave Ari clarity on what truly matters in business and life
- The critical role of sleep, health, and discipline in sustainable leadership
- Shifting from an ego-driven mindset to one centered on legacy and long-term value
- Strategies for scaling without sacrificing authenticity and relationships
Key Takeaways:
- True wealth begins with health. Ari believes that discipline in sleep, nutrition, and fitness directly fuels focus, clarity, and leadership performance.
- After losing everything early in his career, Ari realized that failure isn’t the opposite of success—it’s the foundation that teaches humility, resilience, and adaptability.
- Growth starts when you stop chasing validation and start prioritizing purpose.
- Even at the highest levels of business, emotional intelligence and presence are non-negotiable. Leaders who stay self-aware build trust and longevity in both partnerships and personal life.
- Ari’s success philosophy blends spirituality, science, and structure—proving that mindset mastery and consistent daily habits are just as vital as financial acumen.
"Perfection is a lie. Progress is the point. And only you know where progress really is." — Ari Rastegar
Connect with Ari Rastegar:
Website: www.rastegarcapital.com & https://arirastegar.com/
LinkedIn: https://www.linkedin.com/in/arirastegar/
Instagram: https://www.instagram.com/rastegar & https://www.instagram.com/rastegarproperty
YouTube: https://www.youtube.com/@Ari_Rastegar
X: https://x.com/arirastegar
Book: https://www.amazon.com/Gift-Failure-Turn-Missteps-Success/dp/1544523211
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Chris Marshall: Chris Marshall is a lifelong programmer and entrepreneur with 32 years of technology experience who founded Verified Backups after repeatedly witnessing critical data loss in client businesses. With a US patent granted three and a half years ago, Chris developed a unique verification system that goes beyond traditional backup methods. His approach ensures that businesses can confidently recover their most critical databases—like accounting, payroll, and CRM systems—by actually testing and restoring backups daily.
Through Verified Backups, Chris helps companies protect themselves from potential disasters caused by ransomware, system failures, and human error, providing a secondary line of defense that gives business owners peace of mind about their data protection strategy.
In this episode, Ryan and Chris Marshall discuss:
- Why “assuming” your backups work is one of the most dangerous business strategies
- The patented process Verified Backups uses to confirm real data recovery
- Real-world stories of data loss caused by ransomware, system failure, and human error
- How verified, off-site backups can save a company from catastrophic financial and operational loss
Key Takeaways:
- The only way to know a backup works is to restore it, and yet most businesses never take this critical step until it’s too late.
- Relying on automated “backup successful” emails gives a false sense of security; true safety comes only from verified restorations that have been tested and proven.
- Data loss isn’t limited to natural disasters or hackers. It can happen through everyday mistakes—like an employee deleting files or a failed system update, which makes having a verified backup a business necessity, not a luxury.
- When your backups are tested, verified, and monitored daily, you gain more than just data protection; you gain peace of mind knowing your company can recover quickly from any disruption.
"Lots of people get in trouble every year because they thought nothing about how their heart was doing until it was a crisis, and once it's a crisis, you know, it could end up being too late." — Chris Marshall
Connect with Chris Marshall:
Website: https://verifiedbackups.com/
LinkedIn: https://www.linkedin.com/in/chris-marshall-verified-backups/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Mark Dolfini: Mark Dolfini is a Life and Business Strategist, U.S. Marine veteran, and bestselling author of The Time-Wealthy Investor 2.0. As the founder of Strategic Boardroom LLC, he helps entrepreneurs and business owners regain control of their calendars, design businesses that serve their lives, and break free from the trap of constant busyness. Drawing on his background in accounting, commercial lending, property management, and real estate investment, Mark blends practical systems with deep personal insight to help clients achieve true freedom and fulfillment. His work centers on helping high-performing leaders reconnect with their purpose, their families, and the vision that inspired them to start their business in the first place.
In this episode, Ryan and Mark Dolfini discuss:
- Aligning personal purpose with the direction of your business
- Creating systems and structure to win back time and efficiency
- Overcoming the growth challenges faced by solopreneurs and small business owners
- Developing accountability, mindset, and emotional intelligence for long-term success
Key Takeaways:
- Entrepreneurs who design their business before defining their personal vision often end up serving their company instead of letting it serve their life, making it critical to first clarify what fulfillment, family, and freedom truly mean before scaling operations.
- The VIPER framework—Vision, Infrastructure, Process, Execution, and Reporting—provides a practical roadmap for small business owners to connect big-picture strategy with daily action, ensuring that plans not only look good on paper but also translate into measurable results.
- Scaling sustainably requires letting go of the need to do everything personally, recognizing that delegating $20-an-hour work allows leaders to focus their energy on $300-an-hour strategy and growth activities that actually move the business forward.
- Long-term business success depends on emotional maturity and balance, and leaders who nurture their relationships, faith, and personal well-being create stability at home that naturally strengthens performance and clarity at work.
"Just because you can do something doesn’t mean it’s yours to solve." — Mark Dolfini
Connect with Mark Dolfini:
Website: https://strategicboardroom.com/
Book: The Time-Wealthy Advantage: http://strategicboardroom.com/NetProfit/
LinkedIn: https://www.linkedin.com/in/markdolfini/
Facebook: https://www.facebook.com/mark.dolfini/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Lamell McMorris: Dr. Lamell McMorris is a visionary leader, author, and advocate for resilience and significance. As the founder and CEO of Phase 2 Consulting, based in Washington, DC, he has redefined strategic advisory services to empower clients in the private, public, and nonprofit sectors to make a meaningful impact.
With a career spanning government affairs, community advocacy, and business innovation, Dr. McMorris is also the founder of Greenlining Realty USA, dedicated to reversing the effects of redlining in underserved communities. As an accomplished author and speaker, he continues to inspire audiences nationwide with his insights on leadership, resilience, and social progress.
In this episode, Ryan and Lamell McMorris discuss:
- Building resilience and persistence from personal roots and real-world adversity
- Eight practical habits that form the foundation for sustained success and leadership
- The transformative role of authenticity, vulnerability, and genuine connection in professional growth
- Aligning profit with purpose to create lasting community and business impact
Key Takeaways:
- A consistent attitude of optimism combined with a relentless work ethic can sustain progress through both victories and failures, ensuring leaders stay grounded and forward-moving regardless of circumstances.
- The ability to pivot quickly in moments of crisis, paired with honest vulnerability about one’s struggles, strengthens trust, builds authentic teams, and keeps businesses adaptable under pressure.
- Relationships built on care and genuine investment, where colleagues know one another beyond the bottom line, to create networks that generate opportunity, resilience, and long-term mutual success.
- Maintaining focus on a core mission, fueled by dogged determination and unwavering faith, empowers entrepreneurs to withstand uncertainty, build solid foundations, and transform purpose into measurable progress.
"You don't have to feel the need to speak all the time. You don't have to feel like you got to be in front of the crowd and at a podium, and given your work, it actually begins to speak for you." — Lamell McMorris
Connect with Lamell McMorris:
Website: http://www.lamellmcmorris.com/ & https://www.phase2-consulting.com/ & https://greenliningrealtyusa.com/
Book: The Power to Persist: 8 Simple Habits to Build Lifelong Resilience (released September 23, 2025): https://www.amazon.com/Power-Persist-Simple-Lifelong-Resilience/dp/1639081437
LinkedIn: https://www.linkedin.com/in/lamellmcmorris/
Facebook: https://www.facebook.com/mcmorrislamell/
Instagram: https://www.instagram.com/lamellmc/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Jared Ribley: Jared Ribley is Managing Partner at Capstone M&A and President of the Exit Planning Institute’s St. Louis Chapter. A Certified Exit Planning Advisor (CEPA), Jared specializes in guiding business owners through high-stakes transitions with clarity, empathy, and precision. He leads M&A strategy, exit planning, and owner education initiatives, and is known for his ability to translate complex legal and operational frameworks into actionable, audience-ready solutions. With a background in law and a passion for storytelling, Jared blends technical expertise with emotional intelligence to empower owners, advisors, and professional communities alike.
In this episode, Ryan and Jared Ribley discuss:
- The evolving field of exit planning and its growing importance for business owners
- Methods and frameworks used to evaluate a company’s readiness for sale
- Common challenges and weaknesses that can reduce a business’s value before exit
- The timeline, due diligence, and process involved in executing a successful business sale
Key Takeaways:
- The “Ready for Exit” framework provides a structured 55-question assessment that quantifies both business attractiveness and personal readiness by reverse-engineering the most common reasons deals fail, giving owners a measurable score tied directly to their potential valuation range.
- Many owners discover through this process that weaknesses such as excessive owner reliance, unclear or disorganized financials, limited scalability, and high customer or vendor concentration are the main barriers preventing their business from being seen as transferable and attractive to buyers.
- Even when a company is fully prepared to go to market, completing a sale often requires six to eight months due to discovery, due diligence, financing logistics, and potential false starts, meaning owners must treat the exit as a long-term process rather than a quick transaction.
- Because tax strategies often minimize reported income, a crucial step in exit preparation is reconstructing and normalizing financial statements to reveal the business’s true earning power, which allows both the seller and the market to accurately understand its real valuation potential.
"It’s hard to understand if anything’s successful if you can’t measure it." — Jared Ribley
Connect with Jared Ribley:
Website: https://www.capstonema.com/
Ready for Exit: https://www.readyforexit.com/
LinkedIn: https://www.linkedin.com/in/jared-ribley-84612524/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Stacey Brown Randall: Stacey Brown Randall is the author of the new book, The Referable Client Experience, the award-winning book, Generating Business Referrals Without Asking, and the host of the Roadmap to Referrals podcast. Stacey teaches business owners how to generate referrals naturally...without manipulating, incentivizing, or even asking. She has been featured in national publications like Entrepreneur magazine, Investor's Business Daily, Forbes, and more. She received her Master’s in Organizational Communication and is married with three kids.
In this episode, Ryan and Stacey Brown Randall discuss:
- The evolution of building a sustainable business through referral-based growth
- Redefining what a “referral” actually means in business development
- The psychology and science behind why people refer others
- Implementing systems and strategies to create consistent, natural referrals
Key Takeaways:
- Referrals are most effective when they come naturally from authentic relationships built on trust and gratitude, rather than from tactics like asking, paying, or manipulating people into introductions, which often feel forced and damage credibility.
- A genuine referral only occurs when there is both a personal connection made by a trusted referral source and a specific, identified need in the prospect — without both, it’s merely word-of-mouth buzz, not a true referral.
- Referrals function as a distinct “third leg” of business development — separate from prospecting and marketing — because the focus is on nurturing relationships with referral sources rather than trying to directly sell to or attract prospects.
- The science behind referrals blends brain chemistry, trust psychology, and behavioral economics to show that consistent referrals come from making your referral sources feel valued and remembered, not from frequent contact or self-promotion.
"Referrals aren’t about you… It’s about your referral source helping somebody else who has a problem, and how they’re going to solve that problem is by referring them to you." — Stacey Brown Randall
Connect with Stacey Brown Randall:
Website: https://staceybrownrandall.com/
Book: The Referable Client Experience: https://referableclientexperience.com/
Show: Roadmap to Referrals: https://podcasts.apple.com/us/podcast/roadmap-to-referrals/id1405302350
LinkedIn: https://www.linkedin.com/in/staceybrandall/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
The end of the year is closer than you think—and with it comes one of the most critical opportunities for your business.
In this solo episode, I’m diving deep into why annual planning is the secret weapon that keeps businesses thriving instead of just surviving. You’ll discover how to cut through the noise of day-to-day tasks and focus on what truly moves the needle. This isn’t about vague resolutions or arbitrary sales goals—it’s about creating a concrete strategy that supports your financial health, personal lifestyle, and long-term success. If you’re ready to step into the new year with clarity and control, this conversation is for you.
In this episode, Ryan discusses:
- The importance of annual financial planning for business growth
- Evaluating current business performance before setting new goals
- Prioritizing cash flow, debt management, and major expenses
- Building realistic revenue and expense strategies for the year ahead
Key Takeaways:
- Annual planning starts with an honest review of your year-to-date performance—including sales, profits, and cash flow—so you can identify exactly what worked, what didn’t, and what needs to change for the year ahead.
- Instead of defaulting to arbitrary revenue goals, you should define how much cash you want to add to your business, how much income you want to take home personally, and how much time you want to carve out for rest and vacations, aligning business outcomes with your lifestyle.
- To create a realistic financial roadmap, it’s essential to factor in obligations like debt service, large purchases, taxes, and outstanding receivables so you don’t overestimate your available resources or set goals based on incomplete numbers.
- Once you know your true financial needs, you can reverse-engineer revenue requirements by adding up net income and expenses, breaking that total down into specific sales and service volume targets, and then adjusting those targets to make sure they’re ambitious but achievable.
"What you focus on really gets better. And from my experience, the same is absolutely true with your numbers, with your finances, with your planning." — Ryan Kimler
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Patrick Ungashick: Patrick Ungashick is a nationally recognized author, speaker, and CEO with more than 30 years of experience advising business owners and leadership teams on growth, leadership, and exit strategy. As founder of NAVIX Consultants, he has helped guide hundreds of companies through successful exits, representing over $2.5 billion in enterprise value. His most recent book, A Day for Leadership, draws timeless lessons from the D-Day invasion and applies them as practical insights for today’s executives facing high-stakes decisions. A sought-after keynote speaker and workshop leader, Patrick equips leaders to strengthen their decision-making and build aligned, high-performing teams.
In this episode, Ryan and Patrick Ungashick discuss:
- The importance of early and proactive exit planning for business owners
- How leadership team strength and owner dependence impact business transitions
- The role of financial preparation, earnings before interest, taxes, depreciation, and amortization (EBITDA), and valuation in exit outcomes
- External market factors and research that shape business sale timing and value
Key Takeaways:
- Business owners should begin preparing at least four to five years ahead of an exit because building a strong leadership team, creating scalable systems, and developing a transferable brand takes far longer than the last 12–24 months before a sale.
- Owners who remain central to operations — such as being the top salesperson, main problem solver, or team glue — often face multi-year transition requirements post-sale, while those who develop independent, high-performing teams can negotiate faster and cleaner exits.
- Because buyers base value on multi-year earnings before interest, taxes, depreciation, and amortization (EBITDA) trends that are adjusted or normalized to remove one-off expenses and owner perks, owners must proactively clean, restate, and present financials in a buyer-friendly format well before entering serious negotiations.
- Patrick’s book A Day for Leadership highlights lesser-known stories from the D-Day invasion, using them as case studies to draw out timeless lessons on resilience, decision-making, and teamwork that today’s business leaders can apply under pressure and uncertainty.
"Most business owners pretty dramatically underestimate the amount of time it takes to get ready." — Patrick Ungashick
Connect with Patrick Ungashick:
Website: https://www.patrickungashick.com/ & https://www.navixconsultants.com/
Book: A Day For Leadership: https://www.amazon.com/Day-Leadership-Business-Insights-Executives/dp/1639081240/
Download a secret chapter, The Hapless 90th Case Study, and get an interactive Team Leader’s Guide for productive team discussions now: https://www.patrickungashick.com/#leadership
LinkedIn: https://www.linkedin.com/in/patrickungashick
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Dr. Rachel Boehm: Dr. Rachel Boehm is an organizational behavior expert with decades of experience in individual, team, and organizational change. Through RB Strategies, Dr. Rachel helps leaders change chaos when they are experiencing the chaos of change, whether it's from large business transitions or the constant pivots increasingly required throughout the workday. Leveraging Science-Backed, People-Proven™ strategies, Dr. Rachel transforms the way people naturally respond to change—fear, anxiety, guilt, nostalgia, resistance, sabotage, infighting, unfocused excitement—which otherwise lead to dysfunction, burnout, and failed business goals.
In this episode, Ryan and Dr. Rachel Boehm discuss:
- Change management is both an operational and cultural challenge within organizations.
- Productivity anxiety and its influence on workplace behavior and leadership.
- The fine line between striving for excellence and falling into perfectionism.
- Personal well-being strategies include coaching, therapy, and self-awareness.
Key Takeaways:
- Productivity anxiety doesn’t just make people feel like they are never doing enough—it quietly undermines health, relationships, decision-making, and leadership credibility, which eventually erodes organizational trust and financial results.
- Reframing rest as an essential activity, intentionally using micro to macro breaks, and celebrating progress instead of completion allows professionals to reduce overwhelm and shift from fear-based productivity patterns into healthier, sustainable rhythms.
- Avoidance of paid time off due to fear of returning to a heavy workload or guilt about burdening colleagues is a major contributor to burnout, yet both operational tweaks (before and after time away) and compassionate self-talk can make taking and returning from breaks far less disruptive.
- Burnout should be understood not as a diagnosable mental illness but as a stress response that can be proactively addressed through coaching, therapy, and supportive self-management practices—long before a crisis undermines one’s career or sense of identity.
"The best laid plan goes nowhere if people are like absolutely not doing it or like I'm gonna half ass it." — Dr. Rachel Boehm
Connect with Dr. Rachel Boehm:
Website: https://rachelboehm.com/
LinkedIn: https://www.linkedin.com/in/rachelboehm/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Elise Holtzman: Elise Holtzman is a former practicing lawyer, executive coach and consultant, and the CEO of The Lawyer’s Edge, where for more than 16 years she and her team have worked with law firms to grow thriving businesses by helping lawyers become better business developers and leaders. She is the creator of the Lawyers Making Rain program for law firms and the Ignite Women’s Business Development Accelerator for women partners and counsel. Elise speaks frequently for law firms and bar associations and is the host of The Lawyer’s Edge podcast. She also writes articles for publications such as Law.com and Law360.
In this episode, Ryan and Elise Holtzman discuss:
- Challenges professionals face when transitioning into leadership roles
- The importance of delegation and team development in sustainable growth
- Continuous learning, mindset shifts, and adapting to industry changes
- Strategies for intentional career planning and self-reflection
Key Takeaways:
- Many professionals are promoted into leadership roles because they excel in their technical or client-facing work, but since most have never been trained in management or leadership, they often feel unprepared, stressed, and pulled away from the work they are best at.
- A common and damaging trap for new leaders is refusing to delegate—continuing to do everything themselves keeps them stuck as individual contributors, prevents them from developing their teams, and leaves them no time for long-term planning or strategic thinking.
- High achievers often believe “if I want it done right, I’ll do it myself,” but shifting that mindset to trust others and delegate to the best-suited person for the task is essential for freeing up time, building stronger teams, and focusing on work that maximizes their impact.
- Leaders who regularly pause for reflection—through structured practices like “reinvention conventions” once or twice a year and weekly or monthly “power hours”—are more likely to stay aligned with their goals, avoid career regrets, and concentrate their time on the highest-value activities instead of getting lost in busyness.
"We can't see how great we are when other people see. I always say, like, when other people think you're fantastic, believe them—but also the things that we could be improving." — Elise Holtzman
Connect with Elise Holtzman:
Website: https://thelawyersedge.com/
Email: elise@thelawyersedge.com
LinkedIn: https://www.linkedin.com/in/eliseholtzman/
Facebook: https://www.facebook.com/TheLawyersEdge
Elise’s Ignite Women’s Business Development Accelerator is a 9-month program for women lawyers kicking off each March or April — learn more at www.thelawyersedge.com/ignite
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Matt Darner: Matt Darner is a nationally recognized speaker and co-founder of CollBox, whose methodology has helped law firms recover over $100 million in unpaid invoices. He’s been featured by the American Bar Association, Federal Bar Association, and the Association of Legal Administrators, among others. Matt’s approach to law firm collections processes has been recognized by Clio, Affinipay, and Smokeball and blends technology with a deeply human approach. He’s passionate about helping legal professionals get paid for their hard work so they can focus on delivering exceptional service to their clients.
In this episode, Ryan and Matt Darner discuss:
- Attorney discomfort with billing and collections
- Shifting from broad services to law firm specialization
- Building cadence and structure into AR processes
- Combining tech and people to streamline payments
Key Takeaways:
- Law firms often sit on hundreds of thousands or even millions of unpaid invoices because attorneys are hesitant to ask for money and lack consistent follow-up, allowing receivables to age and spiral out of control.
- A clear cadence—billing at least monthly, sending smart reminders, and making human follow-up calls within 10–14 days—prevents disputes, reduces sticker shock, and accelerates payment timelines.
- Having a dedicated representative handle past-due follow-up relieves attorneys and staff from non-billable work while improving client relationships through consistent, respectful communication.
- Structured AR systems have enabled law firms to recover nearly $40 million in just two years, proving that process-driven billing dramatically strengthens cash flow and reduces stress on firm owners.
"It’s so easy to get you paid, if you just give the client the opportunity to voice the concern… It’s really more of a customer service call [than a collections call.]" — Matt Darner
Connect with Matt Darner:
Website: https://collbox.co/
CollBox Partner Program: https://collbox.co/partners/
LinkedIn: https://www.linkedin.com/in/matthewdarner/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Mark Ryski: Mark Ryski is the Founder and CEO of HeadCount Corporation, a pioneering firm in store traffic and conversion analytics since 1994. He is a recognized industry authority and the author of three influential books, including Store Traffic Is a Gift and CONVERSION: The Last Great Retail Metric. Mark’s work has shaped how retailers worldwide measure and improve in-store performance, earning him media coverage in outlets like Forbes, Retail Dive, and The Globe & Mail. As a frequent contributor to RetailWire and other forums, he continues to advocate for smarter, data-informed retail strategies.
In this episode, Ryan and Mark Ryski discuss:
- The evolution and importance of retail store traffic analytics
- Challenges brick-and-mortar retailers face in a changing market
- The relationship between traffic, conversion rates, and sales performance
- Strategies for staffing, marketing, and operational decisions based on data
Key Takeaways:
- Despite store traffic being the lifeblood of brick-and-mortar retail, only about half of retailers measure it, meaning they have no visibility into how many visitors left without buying and therefore no way to quantify missed sales opportunities.
- Tracking store traffic down to the hour exposes patterns—such as specific days and times when conversion rates drop—which allows retailers to adjust staffing and sales strategies to address bottlenecks and capture more revenue.
- Scheduling staff based solely on sales instead of traffic often creates a damaging cycle where high-traffic, low-conversion stores lose labor budget, further hurting performance, morale, and retention, ultimately leading to even lower conversions.
- Store traffic data acts as the “ultimate denominator” for virtually all retail decisions, enabling leaders to measure the real impact of marketing campaigns, staffing plans, and in-store programs against actual footfall rather than just final sales numbers.
"Only about half of retailers even count traffic in their store… and they don’t even know how many people came in the store." — Mark Ryski
Connect with Mark Ryski:
Website: https://headcount.com/
Book: https://www.amazon.com/stores/Mark-Ryski/author/B0F54MXT75
LinkedIn: https://www.linkedin.com/in/mark-ryski-8826601/
& https://www.linkedin.com/company/headcount-corporation/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
This episode’s a little different—Michael Burke steps in as guest host and interviews me for a change. We dig into how I ended up doing this work, why I care so much about helping small business owners, and what really happens when we bring strategy and numbers together. I talk about the early moments that lit a fire in me, and the systems we use now to turn confusion into clarity. There’s a better way to run your business—one that protects your profits, gives you peace of mind, and helps you finally take back your time. If you’ve ever felt unsure about your numbers or where your money’s actually going, this conversation is for you.
About Michael Burke: Michael unlocks human potential so small businesses break through ceilings with less burnout and without delay. He has expertly coached hundreds of business owners, executives, and their leadership teams across the United States. His unique insight into what it takes to break through is forged in experience as a former "Turn-Around" specialist, marathoner, and thriving decades beyond his life expectancy.
In this episode, Ryan and Michael Burke discuss:
- Role of fractional CFOs in shaping small business growth and stability
- Influence of values, background, and mindset on business strategy
- Importance of financial visibility for long-term sustainability
- Systems and tools that simplify complex business decisions
Key Takeaways:
- Business owners using a color-coded financial scoreboard and structured six-step process can pinpoint high-impact problem areas quickly, replacing confusion with data-backed priorities that guide action month after month.
- Relying on gut instinct, bank balances, or revenue-only goals often masks deeper financial issues, exposing businesses to risks that could have been avoided with proper forecasting and visibility.
- Organizations that commit to ongoing financial strategy and disciplined execution can unlock extraordinary results, with some seeing profit increases in the hundreds of percent within a single year.
- Strategic financial partners who continuously analyze numbers, anticipate roadblocks, and collaborate on action plans enable business leaders to reduce stress, regain focus, and create the freedom they originally set out to build.
"Spending an hour a month in your financials is the best return that you can ever achieve." — Ryan Kimler
Connect with Michael Burke:
Website: https://michaelburkecoaching.com/
Email: mike@michaelburkecoaching.com
LinkedIn: www.linkedin.com/in/michaelburkelivebold
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Jason Dames: Jason Dames is a seasoned video producer with over 12 years of experience creating compelling content that connects and converts. He began filming social media content in the fitness industry while running his own personal training business, eventually discovering a deep passion for video storytelling. In 2019, he launched Radiance Videography, a company dedicated to helping businesses elevate their brand through high-quality, story-driven video. Radiance specializes in producing professional, visually striking content that aligns with each client’s brand and resonates with their ideal audience.
In this episode, Ryan and Jason Dames discuss:
- Using video to elevate brand presence across digital platforms
- Shifting careers through self-taught skills and creative entrepreneurship
- Structuring video content around customer pain points and transformation
- Integrating video, marketing, and CRM for full-service business growth
Key Takeaways:
- Leveraging professionally produced, visually compelling videos on websites and social platforms dramatically boosts brand credibility, improves customer engagement by over 1200%, and positions businesses to stand out in a content-saturated marketplace.
- Crafting video messaging around a client’s real-life pain points, emotional struggles, and the aspirational outcomes they’re seeking—rather than simply listing services—creates a powerful narrative that builds connection and drives buying decisions.
- Without a strategic system to distribute content—such as CRM automation, lead generation pipelines, and consistent branding—great video alone rarely performs, making integration of marketing and backend tools essential for ROI.
- When business owners move beyond DIY content and invest in intentional video storytelling supported by automation and professional editing, they unlock scalable, long-term value that builds trust, saves time, and accelerates growth.
"If you're not doing video content, you're really missing out on so much, and it brings so much more value to your business." — Jason Dames
Connect with Jason Dames:
Website: https://www.radiancevideography.com/
YouTube: https://www.youtube.com/@radiancevideography1214
LinkedIn: https://www.linkedin.com/in/radiance-productions-jason-dames-514a40188/
Facebook: https://www.facebook.com/radiancevideography?mibextid=ZbWKwL
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Amy Nunn: Amy Nunn is a highly respected Leadership Mentor and expert with over 20 years of experience. As a certified practitioner with Everything DiSC® facilitator and an authorized partner with The Wiley Group, Amy specializes in guiding leaders, teams, and organizations toward better communication, stronger relationships, and more effective collaboration.
Amy is known for her down-to-earth and relatable approach, making complex leadership concepts easy to understand and apply. Her passion for helping others grow is contagious, and her practical, results-driven strategies have earned her a reputation as a trusted mentor and coach. In addition to her leadership coaching, Amy is a seasoned author, sharing personal and professional growth insights that inspire others.
In this episode, Ryan and Amy Nunn discuss:
- Communication gaps within organizations
- Personality dynamics and conflict resolution in the workplace
- Cultural alignment and employee engagement
- Leadership development and mentorship programs
Key Takeaways:
- If your business has experienced over 30% employee turnover in the past five years, it’s likely a direct result of unaddressed leadership gaps, unclear expectations, or poor communication that must be investigated through a culture audit to prevent continued losses in retention and productivity.
- Using DiSC personality assessments to help teams understand their own and others' behavioral tendencies leads to significant improvements in communication, conflict resolution, and collaboration by enabling staff to tailor their interactions based on how others are wired.
- Embedding core values into the rhythm of team life—by having different team members articulate what they mean in regular meetings—ensures those values aren’t just executive-level jargon but are actively lived and reinforced throughout the entire organization.
- Creating a formal mentorship program during onboarding not only accelerates cultural assimilation and knowledge transfer but also supports high-potential employees with the personalized guidance they crave, leading to deeper engagement and longer-term loyalty.
"Innovation doesn’t have to be instantaneous—it can be something you work on, but you have to have a goal and a deadline." — Amy Nunn
Connect with Amy Nunn:
Website: https://nexttonunn.com/
Email: amy@nexttonunn.com
LinkedIn: https://www.linkedin.com/in/amy-nunn/
Facebook: https://www.facebook.com/amyknunn
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Davina Frederick: Attorney Davina Frederick is the founder and CEO of Wealthy Woman Lawyer, a company that helps women law firm owners scale their law firm businesses and become millionaires. She's also the author of two books on law firm marketing and management, and the founder of the number one podcast for women in law, the Wealthy Woman Lawyer Podcast.
In this episode, Ryan and Davina Frederick discuss:
- Navigating the challenges of growing and scaling a solo or small law firm
- Shifting mindsets to build sustainable and leveraged businesses
- The importance of strategic delegation and hiring to grow beyond limitations
- Developing financial confidence and planning for long-term wealth and security
Key Takeaways:
- Many women law firm owners unknowingly stay solo for too long, leading to exhaustion, limited income scalability, and ultimately building a business that cannot function or be sold without them, jeopardizing both retirement and legacy.
- By applying a structured framework focused on mindset, client attraction, pricing, systems, team development, and financial mastery, women lawyers can break out of the six-figure plateau and sustainably scale their firms to seven and multiple seven figures.
- Letting go of the need to control or personally execute every task—especially those they’re skilled at—allows law firm owners to transition from overworked professionals into strategic leaders building high-impact, asset-driven businesses.
- Attaching real financial figures to personal goals like travel, education, retirement, and security reveals why scaling a profitable business is not just about money, but about funding a fulfilling, empowered, and secure life.
"The highest and best use of your time, at some point, becomes mentoring, teaching, coaching, training other associate attorneys to work for you, so you can focus on growing the business, rain-making—whatever it is that's going to move that lever and grow your business to the next level." — Davina Frederick
Connect with Davina Frederick:
Website: http://www.wealthywomanlawyer.com/
Show: Wealthy Woman Lawyer Podcast: https://podcasts.apple.com/us/podcast/wealthy-woman-lawyer-podcast-helping-you-create-a/id1458507391
LinkedIn: https://www.linkedin.com/in/davinafrederick/
Facebook: https://www.facebook.com/wealthywomanlawyer
Instagram: https://www.instagram.com/wealthywomanlawyer
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Michael Burke: Michael unlocks human potential so small businesses break through ceilings with less burnout and without delay. He has expertly coached hundreds of business owners, executives, and their leadership teams across the United States. His unique insight into what it takes to break through is forged in experience as a former "Turn-Around" specialist, marathoner, and thriving decades beyond his life expectancy.
In this episode, Ryan and Michael Burke discuss:
- Unlocking human potential through neuroscience-informed coaching
- The relationship between mental blocks and business problem-solving
- The role of brain function in stress, decision-making, and innovation
- Coaching structures designed for rapid, lasting personal and team transformation
Key Takeaways:
- Through targeted coaching conversations that stimulate insight and shift cognitive processing from the brain’s fear-based amygdala to the possibility-oriented prefrontal cortex, business owners can quickly access solutions to complex challenges that previously felt unsolvable.
- By combining neuroscience-backed coaching methods with the structured “mental fitness” framework from Positive Intelligence, clients not only experience breakthroughs in clarity but also retain and reinforce these insights through habit-building, minimizing regression and mental sabotage.
- Stress is significantly reduced when individuals learn to recognize and rewire their brain's natural bias toward threat detection and instead train their cognitive focus toward constructive thinking and creative execution using the brain’s higher-order regions.
- When entire teams adopt a shared coaching language and mindset, organizations experience fewer idea-stifling behaviors like fear-based reactions or leader-imposed shutdowns, replacing them with energized collaboration, sustained innovation, and execution consistency.
"No matter what's going on in your business, no matter what's going on in life, you already have what it takes to break through." — Michael Burke
Connect with Michael Burke:
Website: https://michaelburkecoaching.com/
Email: mike@michaelburkecoaching.com
LinkedIn: www.linkedin.com/in/michaelburkelivebold
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Joe LoPresti: Joseph F. LoPresti is the founder and CEO of ClearPath Family Office and Arlington Wealth Management, bringing nearly four decades of experience in wealth advisory. Disillusioned by Wall Street’s sales-driven culture early in his career, Joe developed a proprietary investment methodology focused on wealth preservation, proactive planning, and business exit strategies. Over the past 25+ years, he has helped business owners and families align their wealth with business strategy, ensuring financial security and legacy preservation. A dedicated family man and 3rd generation winemaker, Joe has been married for 35 years and has three daughters who share his passion for life and tradition. He is also the co-author of Exit by Design, a blueprint for business owners navigating succession and transition planning.
In this episode, Ryan and Joe LoPresti discuss:
- How business owners can achieve financial independence through strategic exit planning
- Why is integrating professional advisors critical to avoiding costly planning mistakes
- What a fractional family office model offers to entrepreneurs building and transitioning wealth
- When and how to shift focus from business growth to long-term value protection and legacy
Key Takeaways:
- One-third of business owners will leave their companies involuntarily due to unpredictable life events such as death, disability, or disputes, making transition-readiness and contingency planning essential for preserving both personal and business wealth.
- Failing to coordinate professionals—like an attorney and insurance agent—can result in significant financial exposure, as shown when a client’s trust assets became vulnerable because his liability policy did not recognize the trust structure.
- Determining a business owner’s “freedom point” involves projecting lifetime income needs and aligning them with current assets and enterprise value to define the moment when work becomes optional and full personal autonomy is achievable.
- Removing owner dependency from a business not only boosts its attractiveness to buyers and increases valuation but also grants the current owner more time, flexibility, and control both before and after their exit.
"If the business is really centered around you, it’s not that valuable to a buyer, right... a buyer doesn’t want to buy a job." — Joe LoPresti
Connect with Joe LoPresti:
Website: https://clearpointfamilyoffice.com/ & https://arlington-wealth.com/
Book: Exit By Design: https://www.exitbydesignbook.com/
LinkedIn: https://www.linkedin.com/in/joeloprestiria/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Christopher Filipiak: Christopher Filipiak helps CEOs succeed at their own sales work by building Sales Ready Organizations that generate consistent, profitable revenue. With a background in engineering, data analytics, and Fortune 100 consulting, he combines strategy, execution, and mindset transformation to drive measurable growth. Drawing on his expertise in sales, entrepreneurship, lean systems, and personal development, Christopher has helped businesses 12x their sales, increase deal flow by 500%, and scale client acquisition dramatically. He teaches that selling is not something you do to someone, but for someone — a mindset shift that gives CEOs the confidence, clarity, and freedom to scale their business and life.
In this episode, Ryan and Christopher Filipiak discuss:
- The critical role of CEOs in the sales process
- Challenges and failures associated with hiring salespeople
- Building a structured, “sales-ready” organization
- Treating revenue growth as a managed, ongoing project
Key Takeaways:
- A failed sales hire can cost a company around $400,000 when factoring in onboarding, salary, lost revenue, and the cascading impact of demotivating others in the organization who may mistakenly step back from sales efforts.
- Most small businesses operate without a clear definition of their ideal customer, core problem-solving value, messaging strategy, or structured sales conversation process, which creates friction, inefficiency, and wasted sales efforts.
- CEOs who haven’t yet mastered sales themselves are often unable to build effective sales teams or scale revenue reliably, making it critical that they first gain the skill and confidence to generate income on demand without emotional resistance.
- Treating sales as an organized, ongoing internal project—complete with metrics, assessments, archiving of outdated material, and dedicated project management—ensures consistency, clarity, and long-term revenue scalability.
"Sales is actually pretty simple. It's about being able to profitably create conversations and profitably have conversations." — Christopher Filipiak
Connect with Christopher Filipiak:
Website: https://www.christopherfilipiak.com
LinkedIn: https://www.linkedin.com/in/christopherfilipiak/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Josh Ramsey: Joshua Ramsey, owner and operator of both JRcmo and a full-stack marketing agency, has developed principles and strategies for businesses since 2001. During this time, Joshua has successfully created and executed more than 80,000 successful campaigns across the US.
Joshua is a Fractional Chief Marketing Officer, author, and highly regarded speaker. As someone with experience in speaking since 2005, Joshua teaches executives and business owners exactly how to cut costs and improve their current business so they can continue to grow. As a true Fractional Chief Marketing Officer, Joshua gives business owners unique executive experience, along with a fresh perspective, without having to pay the high salary of a full-time employee. He helps them develop new strategies for growing their brand, increasing customer acquisition, and generating new sales.
In this episode, Ryan and Josh Ramsey discuss:
- The gap between marketing execution and strategy
- How perception influences brand effectiveness
- Misalignment in marketing partnerships
- Data-driven decision-making in advertising efforts
Key Takeaways:
- Without a structured transition plan and historical marketing analysis, switching agencies causes a full reset in strategy, data tracking, and momentum, ultimately costing businesses valuable time and lost sales opportunities.
- Driving traffic to a website is ineffective unless the messaging and visuals immediately align with the expectations of the intended audience, especially when selling premium services or targeting specific buyer personas.
- Many businesses unknowingly waste marketing budget because agencies often pitch and execute what they’re good at, rather than what serves the broader strategic needs of the company, resulting in fragmented and misaligned efforts.
- A website’s time-on-site metric is a key indicator of conversion potential, and by increasing user engagement through targeted messaging and design, businesses can dramatically improve lead quality and overall marketing ROI.
"It’s not what you say, not how you say it—it’s what’s perceived by your audience." — Josh Ramsey
Connect with Josh Ramsey:
Website: https://jrcmo.com/
LinkedIn: https://www.linkedin.com/in/jrcmo/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Alay Yajnik: Alay Yajnik, MBA, is a nationally recognized law firm growth expert, speaker, and the author of Staffing Up: The Attorney’s Guide to Hiring Top Talent. As the founder of Law Firm Success Group, he helps attorneys grow their income, take more time off, and dramatically reduce their stress by building what he calls the “Perfect Practice.” Drawing on his background leading a $ 100 M+ service business and building a $ 5 M+ business from the ground up, Alay brings a Silicon Valley MBA’s strategic insight to law firm owners. He also hosts the Lawyer Business Advantage podcast, available on all major platforms.
In this episode, Ryan and Alay Yajnik discuss:
- Hiring strategies and timing for law firm growth
- Balancing workload, business development, and administration
- Challenges of onboarding and training new legal staff
- Financial considerations and mindset shifts around firm expansion
Key Takeaways:
- The “20-10-5 Rule” is a simple yet powerful diagnostic for law firm owners—if you're spending more than 20 hours a week on client work, 10 on business development, or 5 on admin, it’s a clear signal that you need to hire or delegate to avoid bottlenecks and burnout.
- Hiring becomes financially viable much sooner than most attorneys realize, as bringing on someone who can consistently bill around 10 hours a week often allows the firm to break even or profit right from the start.
- Law firm owners often sabotage their growth by hiring underqualified team members due to budget concerns, which leads to poor onboarding, excessive write-offs, and more pressure on already overworked attorneys.
- One of the most effective yet underutilized hiring strategies is tapping into your personal and professional network, which often yields culturally aligned, high-quality candidates faster and more reliably than external recruiting alone.
"Hire the best person that they can afford, because that person... can take the work off of your plate, and things are much more likely to go according to plan." — Alay Yajnik
Connect with Alay Yajnik:
Website: LawFirmSuccessGroup.com
Podcast: http://lawyerbusinessadvantage.com/
Email: alay@yajnikgroup.com
LinkedIn: linkedin.com/in/alayyajnik
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Stacey Brown Randall: Stacey Brown Randall is the multiple award-winning author of Generating Business Referrals Without Asking, host of the Roadmap to Referrals podcast, and teaches business owners how to generate referrals naturally without manipulating, incentivizing, or even asking. She has been featured in national publications like Entrepreneur magazine, Investor Business Daily, Forbes, and more. She received her Master’s in Organizational Communication and is married with three kids.
In this episode, Ryan and Stacey Brown Randall discuss:
- The psychology and science behind how referrals work
- Why traditional referral strategies often fail for small business owners
- The importance of maintaining authentic relationships to generate referrals
- Structuring referrals as a distinct strategy in business development
Key Takeaways:
- A true referral only occurs when there is both a personal connection made by a trusted third party and an identified need in the prospect—without those two elements, it’s merely word-of-mouth or a cold lead, not a referral.
- By rejecting traditional referral tactics like asking, paying, or constant networking, Stacey developed a results-driven approach that earned her 112 unsolicited referrals in her first year, transforming her business through authenticity and strategy.
- Referrals should not be lumped into marketing or prospecting efforts but treated as a distinct and separate third leg of business development that requires its language, audience (referral sources, not prospects), and nurturing tactics.
- Stacey’s framework is grounded in the science of brain chemistry, behavioral economics, and the psychology of trust, showing that referrals are generated not by persuasion or promotion but by building long-term relationships that make people feel good about helping others.
"Doing amazing work does not equal generating referrals." — Stacey Brown Randall
Connect with Stacey Brown Randall:
Website: https://staceybrownrandall.com/
Book: Generating Business Referrals Without Asking: https://www.amazon.com/Generating-Business-Referrals-Without-Asking-ebook/dp/B07D99KJ6H/
Show: Roadmap to Referrals: https://podcasts.apple.com/us/podcast/roadmap-to-referrals/id1405302350
LinkedIn: https://www.linkedin.com/in/staceybrandall/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Rose Moran: Rose is a legal marketing strategist who bridges business development with strategic marketing communications. She’s led business development and strategic marketing efforts for one of the fastest-growing Am Law 100 firms and now partners with firms at the firm, practice, and individual attorney level for all areas of B2B law.
In this episode, Ryan and Rose Moran discuss:
- The importance of aligning content marketing with branding for law firms
- Challenges business owners face in consistently producing high-quality content
- Strategic use of SEO and audience research in legal marketing
- The evolving role of AI in content creation and its limitations
Key Takeaways:
- If you want to attract high-value corporate clients, focus on publishing well-crafted, SEO-informed articles over short-form videos, since decision-makers like GCs and C-suites trust written content more for evaluating legal expertise.
- Instead of struggling to write content yourself, partner with a strategist who can extract your knowledge through interviews and turn it into professionally written, search-optimized material that aligns with your business development goals.
- Audit your current branding and messaging across your website, content, and social media to ensure it aligns with the actual client experience you deliver, because consistency builds trust and drives stronger client relationships.
- Use AI tools only as a starting point for drafting or outlining content, and always apply a human touch to infuse your unique voice, expertise, and emotional nuance—elements that AI alone can't authentically replicate.
"AI is a fantastic starting point to get that transcript or to get an outline, but it can't make the leap to an ending point — the value is missed. That's where we try to add value as well: to make you stand out in a marketplace filled with a lot of AI or AI slop." — Rose Moran
Connect with Rose Moran:
Website: https://www.craftedidentities.com/
LinkedIn: https://www.linkedin.com/in/rose-moran/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Molly McGrath: Molly McGrath is the founder of Hiring & Empowering Solutions, LLC, committed to helping law firms succeed in staffing, employee engagement, intrapreneurship, and retention. For 28 years, she has delivered results to over 5,000 law firms nationwide. She is a Top 10% Legal Podcaster, a 16-year legal blogger, and a 3x #1 Amazon Best-Selling Author of Intrapreneurs in an Entrepreneur’s World, Don’t Be a Yes Chick, and Fix My Boss. Molly brings 27+ years of experience in conversation intelligence coaching, team development, employee empowerment, and project execution. She is also a member of the Forbes Coaches Council.
In this episode, Ryan and Molly McGrath discuss:
- The evolving challenges in legal industry hiring practices
- How to design effective employee onboarding programs
- The critical role of administrative staff in law firm revenue growth
- Addressing disconnects between law firm owners and their teams
Key Takeaways:
- Successful hiring in today’s ultra-competitive legal job market demands writing short, SEO-optimized, emotionally engaging job ads and aggressively targeting passive candidates through outbound search and messaging.
- The first 30 days of a new hire should be structured around specific, measurable performance goals aligned with ROI, such as reducing the owner’s workload or hitting billing benchmarks, with weekly check-ins to ensure alignment and adjustment.
- Firms that invest in training support staff on intake, follow-ups, revenue-generating KPIs, and client experience often unlock hidden growth potential and see improved lead conversion and calendar utilization.
- Poor hiring results typically stem from ignoring human behavior and mindset during interviews, such as resistance to structure or collaboration, making it essential to surface non-negotiables early through direct conversations and Zoom observations.
"The number one rule in recruiting and staffing right now is: time kills all deals. Just like sales, hiring, staffing, recruiting is 100% sales anymore." — Molly McGrath
Connect with Molly McGrath:
Website: http://www.hiringandempowering.com/
LinkedIn: https://www.linkedin.com/in/molly-hallmcgrath/
Facebook: https://www.facebook.com/molly.m.hall.10/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Dom Loffredo: Dominic “Dom” Loffredo joined MDS in 2019 and became Director of Operations in 2020. He manages member service, onboarding, event coordination, and oversees HR for several firms, including recruiting, hiring, development, and employee handbooks. Dom is a SHRM-certified HR professional and a certified Kolbe Consultant and Team Specialist, helping align individuals’ natural strengths with their roles to boost performance and fulfillment. Committed to ongoing learning, Dom uses Kolbe insights to support organizational strategy and holds the SHRM-CP credential, a globally recognized HR certification.
In this episode, Ryan and Dom Loffredo discuss:
- Leveraging the Kolbe assessment for strategic hiring in law firms
- HR strategies for small to mid-sized law firms
- The science of instinctive strengths in employee recruitment
- Developing a comprehensive onboarding and coaching strategy
Key Takeaways:
- Using the Kolbe assessment in the hiring process helps law firms identify candidates whose instinctive strengths align with job roles, significantly reducing burnout, improving role compatibility, and cutting turnover-related costs.
- The Kolbe RightFit system, which includes supervisor-led role profiling and objective scoring, ensures candidates are evaluated based on instinctive behavior compatibility rather than subjective cultural similarities or surface-level impressions.
- Firms that incorporate Kolbe assessments not just in hiring but throughout onboarding, training, and coaching benefit from more engaged, self-aware teams who communicate more effectively and stay longer due to better role alignment.
- Despite being low-cost (around $50 per candidate and $325 per role fit profile), the Kolbe system delivers high-value ROI by improving retention, reducing mis-hires, enhancing employee satisfaction, and fostering a stronger workplace culture over time.
"We want to catch potential stress, anxiety, and overwhelm before it's too late. You don't want turnover. We invest in our employees. We want to keep them long term." — Dom Loffredo
Connect with Dom Loffredo:
Website: https://www.themilliondollarsolution.com/
Email: dloffredo@themilliondollarlawyer.com
LinkedIn: https://www.linkedin.com/in/dominic-loffredo/
Facebook: https://www.facebook.com/TheMillionDollarSolution
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Ron Latz: Ron Latz is the founder of LegalFenix, a marketing consulting firm that’s shaking up the way law firms approach their growth strategies. With over 15 years of experience in the legal marketing industry, Ron has been the trusted guide for countless law firms navigating the complex world of marketing. Known for his honesty, vendor-neutral approach, and commitment to delivering results, he’s helped firms align their strategies, optimize their budgets, and rebuild trust in agency relationships. Whether it’s decoding agency speak, demystifying marketing performance, or crafting a blueprint for long-term success, Ron is all about giving law firms the clarity and confidence they need to win.
In this episode, Ryan and Ron Latz discuss:
- Building an effective legal marketing and sales system
- Importance of aligning marketing with business goals
- Benefits of data-driven decision making
- Leveraging technology to improve client acquisition and retention
Key Takeaways:
- Law firms that fail to tie marketing efforts to specific, measurable business goals, like cost per acquisition or case volume, often waste money and miss growth targets due to a lack of focus and clarity.
- Even without sophisticated tools, firms can start improving performance by reverse-engineering revenue goals into lead and consultation targets using simple math and spreadsheets, which lays the foundation for smarter decisions.
- Implementing tools like call tracking with conversational intelligence not only helps attribute leads to the right channels but also provides invaluable training material to improve intake conversion and client communication.
- Law firms with integrated marketing, CRM, intake, and case management systems gain visibility into their entire client journey, allowing them to detect system breakdowns, optimize team performance, and drastically improve ROI.
"Many, many times I'll walk into a firm and they will insist that they have a lead problem, but most of the time, it's really like a system or process issue." — Ron Latz
Connect with Ron Latz:
Website: https://legalfenix.com/
LinkedIn: https://www.linkedin.com/in/ronlatz
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Kristen David: Kristen David is a former trial lawyer who transformed her career after working 85 hours a week and taking home far too little from her law firm. She successfully built her firm into a million-dollar-plus business that thrived independently of her. After selling the firm, Kristen dedicated herself to empowering business owners to build profitable, self-managed companies. Today, she runs her virtual business from around the world—spending one-third of her time in Seattle, Washington, one-third in Paris, France, and the remaining third traveling—all made possible through the power of systems.
In this episode, Ryan and Kristen David discuss:
- The importance of implementing business systems and procedures
- Creating a work-life balance through delegation and documentation
- Traveling while managing a virtual business
- Enhancing communication and productivity through systems thinking
Key Takeaways:
- Incorporating a simple “confirm completion and celebrate” step into checklists can significantly boost team motivation and operational consistency, leading to a measurable 3–5% increase in net profits due to improved productivity and follow-through.
- A well-documented calendaring system—with integrated agendas, time zone settings, and prep reminders—is essential for remote entrepreneurs to maintain professionalism, punctuality, and control while managing teams and clients across the globe.
- Establishing a clear internal and external communication hierarchy—such as using Slack or Asana for internal discussions and reserving email for client-facing interactions—reduces confusion, streamlines collaboration, and saves hours of wasted time each week.
- Hiring a trained executive assistant to manage your calendar and email using documented procedures is often the first critical move for business owners to free up their mental space, reclaim valuable hours, and focus on high-level strategic work.
"My mission in life is to help millions of business owners learn about systems and start putting them in place so they can thrive like I am—just enjoying life, traveling, and having fun." — Kristen David
Connect with Kristen David:
Website: https://www.uplevelingyourbusiness.com/
Email: kristen@uplevelingyourbusiness.com
LinkedIn: https://www.linkedin.com/in/kristendavid
Facebook: https://www.facebook.com/UplevelingYourBusiness
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Mark Khazanovich: Mark Khazanovich is Director of Operations at KORE Accounting Solutions, a future-focused bookkeeping and management accounting firm that helps cloud-based law firms stay compliant and run more profitable practices.
As Clio Gold Certified Consultants, QuickBooks Online Elite ProAdvisors, and legal accounting experts, Mark and the KORE team use their experience to help small, tech-forward law firms build systems that support efficient and successful operations.
Outside of work, Mark serves with local philanthropic and community groups, including a Phoenix Police Department Advisory Council, and enjoys playing guitar, smoking meat, working on his smart home, and spending time outdoors with his wife and two sons.
In this episode, Ryan and Mark Khazanovich discuss:
- The unique accounting and compliance challenges law firms face compared to other small businesses
- Streamlining law firm billing and trust accounting
- Improving cash flow and profitability in legal practices
- The impact of cloud-based technologies on law firm financial operations and efficiency
Key Takeaways:
- Law firms can significantly reduce unpaid invoices by sending electronic bills immediately after engagements and offering easy payment options like credit cards and QR codes.
- Clio (for practice management) and QuickBooks Online (for accounting) are the most effective software combo for small cloud-based law firms to avoid duplication and maximize efficiency.
- Tracking expenses and time as they happen — especially using cloud tools and mobile apps — greatly increases the likelihood of cost recovery and accurate billing.
- Firms should maintain at least three months of runway in savings and reevaluate expenses regularly, including discretionary costs and underutilized marketing spend, to stay financially healthy.
"We believe that if you can get the information you need from one system, you don't need it in all places." — Mark Khazanovich
Is your law firm financially healthy? Get expert insight with KORE’s Financial Health Assessment — and save $50 with our exclusive listener offer. Claim yours atwww.koreaccounting.com/fha.
Connect with Mark Khazanovich:
Website: http://www.koreaccounting.com/
LinkedIn: https://linkedin.com/in/markkhaz
Facebook: https://www.linkedin.com/company/koreaccounting
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Adam Ouellette: Adam practiced law for 23 years before making the move from Florida to North Carolina—where he decided to step away from another bar exam and into a new role: empowering law firm owners to reclaim control of their lives. As a published author and experienced coach, Adam has helped over 500 lawyers in the past decade break free from the overwhelm that so often comes with running a law firm. Through his one-on-one consulting and group coaching programs, he provides the tools, strategies, and training law firm owners need to build thriving, profitable firms—without sacrificing their well-being.
In this episode, Ryan and Adam Ouellette discuss:
- The importance of shifting from a law firm owner mindset to a CEO mindset
- Strategies for attracting ideal clients and improving law firm marketing
- Managing stress, preventing burnout, and achieving work-life balance
- Leveraging technology and automation to streamline law firm operations
Key Takeaways:
- Law firm owners should categorize clients into A, B, C, D, and F tiers, then fire C- and lower-tier clients to focus on attracting better-paying, appreciative clients.
- Implementing “Do Not Disturb” time blocks for at least one hour a day can significantly improve productivity and reduce interruptions from staff and emails.
- Using automation tools like CRM systems and AI-driven client intake processes can drastically reduce administrative workload, yet many firms resist due to being "too busy" to implement them.
- Lawyers who overwork themselves risk adrenal burnout, which can manifest in severe health issues like heart arrhythmias—proper work-life balance is essential for long-term sustainability.
"What happens if you wake up and can't go to work? Can the firm run without you for a day or a week? Most law firm owners are golden-handcuffed to their firm, unable to even take real vacations." — Adam Ouellette
Connect with Adam Ouellette:
Website: https://www.adam.law/
Esquire Academy Coaching and Consulting: https://adamo.kartra.com/affiliates/516624
Email: ajo@adam.law
LinkedIn: https://www.linkedin.com/in/adamjouellette/
Facebook: https://www.facebook.com/esquireacademy
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
As we reach the milestone of our 100th episode, we're wrapping up the series with the last three of our top ten most downloaded episodes. Part 3 brings some of the most valuable insights, diving into the intersection of operations, finances, and strategic growth—key elements for driving meaningful business progress. We’ll hear from seasoned experts across industries, from law firms to entrepreneurial ventures, each offering practical wisdom on scaling, overcoming challenges, and building long-term success.
This final chapter brings together a range of perspectives and lessons learned, offering strategies and real-world approaches that separate thriving businesses from those merely surviving. Whether you're refining your current path or looking to scale, this episode has valuable takeaways to help you move forward.
Key Takeaways:
From Dr. Jean Oursler: Business Operations and Finance (Ep. 49)
- Sustainable business growth depends on strengthening both operations and financial strategy, as inefficiencies in one can directly hinder the other.
- Without addressing underlying issues and building a solid foundation, scaling a business can amplify problems instead of solving them.
From Margaret Burke: Business Integrations, Growth, and Coaching (Ep. 26)
- Law firms frequently encounter operational bottlenecks, financial management issues, and integration challenges that require targeted expertise beyond their internal capacity.
- Bringing in external support can provide actionable solutions, relieve overburdened staff, and help firms grow or transition more effectively with practical, business-minded strategies.
From James Gallagher: Gaining Operational Control (Ep. 20)
- Despite the immense demand for legal services, with 87% of civil legal needs in the U.S. going unmet, many law firms struggle to grow because lawyers often lack the business acumen and systems required to scale effectively.
- By adopting automation, building scalable systems, and embracing delegation, lawyers can transform their firms into thriving businesses that offer both profitability and work-life balance.
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
We’re continuing our 100th episode celebration with Part 2 of our milestone series—revisiting three of the top ten most downloaded episodes. These standout conversations have delivered game-changing financial insights that have resonated with entrepreneurs and business owners alike.
From legal safeguards to smart financial planning, we’re diving deep into the key lessons that have helped businesses protect and grow their financial future. Whether you’re hearing them for the first time or refreshing your knowledge, these proven strategies are worth revisiting.
As we mark this milestone, we’re more committed than ever to bringing you the most powerful, transformative advice. Get ready for a financial deep dive that could change everything.
Key Takeaways:
From Frank Rekas: Building a Great Retirement (Ep. 96)
- A comprehensive financial plan is essential for minimizing taxes, managing risk, and building wealth for law firms and businesses.
- Proactive financial planning ensures peace of mind by protecting your family and securing your financial future through strategies like long-term care insurance.
From Mike Payne: Legally Protecting You and Your Business (Ep. 14)
- Law firms and businesses require strong legal protection through well-structured agreements, covering everything from employee contracts to client service terms.
- An owner's energy and consistency play a key role in fostering a productive and confident business environment.
From Jaime Rodriguez: The 4 Must-Have Financial Positions (Ep. 51)
- Specialized bookkeeping for law firms goes beyond tracking expenses—it serves as a vital tool for managing financial risk and gaining strategic insights.
- Investing in a well-rounded financial team—including a bookkeeper, CFO, tax preparer, and retirement planner—can yield significant returns and long-term support for business owners.
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
From John Hinson: Marketing Mastery for 2025: Balancing Growth and Efficiency for Small Businesses (Ep. 92)
- Investing at least 10% of revenue into marketing is crucial for sustainable growth, rather than treating it as a fixed expense.
- Businesses should balance "hunting" (lead generation) and "farming" (nurturing existing clients and referrals) to maximize long-term success.
From Michael DeLon: Creating Your Book....Without Writing a Word (Ep. 06)
- Writing a book can be a game-changing marketing tool when it shares a compelling, authentic story that connects with potential clients.
- Instead of struggling with writing, business owners can use a structured "speak-to-write" approach to efficiently create a powerful book that enhances their authority.
From J.B. Andrews: Sales Team Help! (Ep. 31)
- Scaling a business successfully requires a clear strategy, structured roles, the right talent, and ongoing skills development.
- Growing too fast without a strong foundation can lead to inefficiencies, so businesses should prioritize profitability over rapid expansion.
From Richard James & Michael Strauch: Pricing, Pricing, and Profits! (Ep. 37)
- Law firms often underprice their services due to emotional hesitation, but strategic pricing can increase both revenue and perceived value.
- Tracking key sales metrics—like consultation close rates and client commitments—helps firms optimize pricing and improve profitability.
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Ivy Slater: Ivy Slater is the CEO of Slater Success, a coaching & consulting company focused on the intersection of strategic planning and succession planning and its impact for long term sustainable growth. Ivy is an author, podcast host of Her Success Story and TedX speaker.
In this episode, Ryan and Ivy Slater discuss:
- The necessity of early succession planning
- Strategic planning for sustainable growth
- Building a business that runs without you
- Turning goals into actionable, measurable steps
Key Takeaways:
- Most business owners wait too long to think about succession planning, but it should be part of their growth strategy from the start to ensure a smooth transition, whether for retirement or unexpected life events.
- A well-structured business should be able to function without the owner’s constant involvement, and if stepping away for a real vacation feels impossible, it’s a sign that leadership and systems need improvement.
- Strategic planning is more than setting goals; it requires breaking them down into specific, measurable actions, such as blocking time for networking, tracking progress, and maintaining accountability.
- Scaling a business successfully means understanding that growth requires investment, adaptability, and a willingness to delegate, rather than trying to control everything alone.
"We win the strategic planning race when we model the turtle, not the hare." — Ivy Slater
Connect with Ivy Slater:
Website: http://www.slatersuccess.com/
Email: ivy@slatersuccesscoaching.com
LinkedIn: https://www.linkedin.com/in/ivyslater/
Facebook: https://www.facebook.com/slatersuccesscoaching
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Gary Mitchell: Gary is a highly regarded author, business coach, and consultant dedicated to helping lawyers enjoy the career they have only dreamed of and achieve unparalleled success by whatever measure they are guided by. With nearly 20 years of experience coaching lawyers, he has developed a deep understanding of the complex business issues facing lawyers and law firms in today's volatile economy.
In this episode, Ryan and Gary Mitchell discuss:
- Shifting from lawyer to business leader
- The power of delegation and team-building
- Balancing firm ownership with personal life
- Scaling through marketing and financial strategy
Key Takeaways:
- Many law firm owners struggle with delegation due to a fear of financial commitment or loss of control, but failing to delegate administrative work prevents them from scaling their firms and achieving personal freedom.
- A successful law firm owner must wear two distinct hats: the "lawyer hat" for client work and the "entrepreneur hat" for leadership, team-building, and business growth—trying to do everything alone leads to burnout.
- A law firm should be built around the owner’s ideal lifestyle, as proven by lawyers like a tax attorney who scaled to a seven-figure practice while working only two days a week in the office.
- Most legal professionals don’t receive business or leadership training, so shifting from a reactive, lawyer-focused mindset to a proactive, CEO-oriented mindset is essential for firm success.
"I help them understand: When you’re lawyering, you have your lawyer hat on. When you’re managing and growing your firm, you have your entrepreneur or owner hat on. And it is a shift in mindset." — Gary Mitchell
Connect with Gary Mitchell:
Website: https://ontraccoach.com
Email: gary@ontraccoach.com
Book: https://ontraccoach.com/book-2/
LinkedIn: https://www.linkedin.com/in/garyemitchell/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Janet Falk: Janet Falk is a strategic communications professional with over 30 years of experience in public relations and marketing communications across law firms, financial services, businesses, and nonprofits. She helps attorneys, executives, and consultants gain media coverage, attract clients, and strengthen their professional visibility through targeted PR strategies. Known for her expertise in media relations, networking, and content marketing, Falk offers tailored guidance to position her clients as go-to industry sources for reporters and prospective clients alike. Based in New York City, she works with clients locally and globally, providing strategic consultations that guarantee actionable ideas for business growth.
In this episode, Ryan and Janet Falk discuss:
- The importance of public relations and strategic communication
- Networking and relationship building
- Maximizing digital presence for professional success
- Content creation and speaking engagements as marketing tools
Key Takeaways:
- Before engaging in PR or marketing activities, businesses must ensure their digital presence clearly establishes who they are, what they do, and why they are credible, using a professional photo, testimonials, case studies, and past speaking engagements.
- The ‘Marketing RBI’ framework provides a structured approach to business growth by focusing on five weekly activities—networking, speaking, writing, industry association involvement, and social media promotion—to maximize visibility and credibility.
- Consistently sharing past speaking engagements on LinkedIn and other platforms not only builds authority but also increases the likelihood of being invited to speak at future events, as organizations prefer speakers with a proven track record.
- Effective networking goes beyond just attending events; it involves actively connecting others with shared interests, which builds goodwill, strengthens relationships, and expands professional opportunities.
"Let's think about networking—getting on base—in the broader sense of not only going to an event and building your circle of contacts but also introducing your contacts to each other." — Janet Falk
Connect with Janet Falk:
Website: https://janetlfalk.com/
Email: Janet@JanetLFalk.com
LinkedIn: https://www.linkedin.com/in/janetlfalk/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Frank Rekas: Frank Rekas is a Partner and Financial Planner at Palm Wealth Partners, specializing in tax-efficient wealth strategies for attorneys, law firm owners, and business professionals. With over 30 years of experience, he focuses on minimizing taxes, managing risk, and building long-term financial security through a highly personalized approach. A member of the Personal CFO Network (PCFO) and an active AHEPA board member, Frank is known for simplifying complex financial concepts and creating lifelong client relationships.
In this episode, Ryan and Frank Rekas discuss:
- The importance of financial planning for attorneys and business owners
- Strategies for tax minimization, risk management, and wealth growth
- Common financial pitfalls attorneys face and how to avoid them
- The role of a financial advisor as a personal CFO for individuals
Key Takeaways:
- Many attorneys and business owners unknowingly create a disorganized financial structure by purchasing life insurance, retirement plans, and other assets separately, leading to inefficiencies that a comprehensive financial plan can resolve.
- Long-term care planning is often overlooked, yet without proper protection, individuals risk depleting their savings—one client’s family spent over $400,000 on care expenses, a financial burden that could have been mitigated with early planning.
- Tax minimization strategies go beyond simply maxing out a 401(k), as law firm owners and business professionals can take advantage of specialized savings plans that, if structured correctly, could result in six-figure tax savings over a decade.
- Many financial advisors focus on selling specific products rather than understanding a client’s full financial picture, but a truly effective advisor acts as a personal CFO, aligning financial decisions with long-term personal and business goals.
"Attorneys have all these different pieces of the financial puzzle, but they don’t know how they go together." — Frank Rekas
Connect with Frank Rekas:
Website: https://palmwealthpartners.com/
Email: frank@palmwealthpartners.com
LinkedIn: https://www.linkedin.com/in/frankrekas/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
You’ve heard me talk about business strategy, financial growth, and the importance of knowing your numbers—but today, I want to take a step back and share my own journey. In this episode, I’ll walk you through how I went from working in a traditional CPA firm to completely shifting my focus toward advisory services, a move that not only changed my career but transformed the way I help business owners. If you’ve ever wondered what it takes to pivot, invest in yourself, and build a business that truly makes an impact, this episode is for you.
Key Takeaways:
- Many accountants begin their careers focusing on bookkeeping and tax compliance, only to realize that small business owners need more than just financial reports—they need strategic guidance to improve profitability and sustainability.
- Transitioning from a traditional accounting role to an advisory-focused business requires a deep investment in self-education, often through industry conferences, mentorship programs, and hands-on experience to truly understand business growth strategies.
- While building an independent financial practice can be daunting, taking the time to gradually shift from transactional services to high-value advisory work allows professionals to create greater impact and financial success for both their clients and themselves.
- Joining structured training programs and mentorship networks can accelerate the transition into advisory services, equipping financial professionals with the frameworks and confidence to guide business owners toward better financial decision-making and long-term success.
"I firmly believe that if more accountants went into the advisory side of things and really helped business owners grow, we would have a lot less failed businesses today." — Ryan Kimler
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About John Gumas: John Gumas, esteemed CEO of Gumas Advertising and renowned author, is a trailblazer in the branding industry, dedicated to empowering challenger brands with effective marketing strategies to overcome their larger competitors. With an illustrious career spanning decades, John's expertise has earned him numerous accolades, including being named one of the country's foremost authorities on Challenger Brand Marketing®. As a sought-after speaker, published author, and influential board member, John's remarkable leadership, community service, and unwavering commitment have made an indelible impact on the industry and beyond.
In this episode, Ryan and John Gumas discuss:
- The importance of effective challenger brand marketing
- Developing a five-step process for challenger brand marketing
- The importance of separating the small business owner's personal brand from the company's brand
- Building a strong brand as a key strategy for small business owners
Key Takeaways:
- Challenger brand marketing is a customized process that eliminates guessing and helps businesses understand how to effectively position and message their brand to engage their target audience, leading to business growth.
- By following a deliberate five-step process, businesses can set themselves up for success in challenger brand marketing, ensuring they stand out in the market and maximize results.
- Small business owners should avoid making their personal brand the face of their company if they want to scale and avoid limitations, as it hinders their ability to delegate and sell the business effectively.
- Building a strong brand separate from the owner is crucial for long-term success and increasing the value of the business, as customers trust and connect with the brand itself, leading to higher chances of successful exits or business transfers in the future.
"The value of a brand is essentially the difference between what something costs you to make and what somebody is willing to pay for it. That delta between the two is the value of your brand." — John Gumas
Connect with John Gumas:
Website: https://gumas.com/
Book: https://www.amazon.com/Challenger-Brand-Marketing%C2%AE-John-Gumas/dp/B0BV1DDSQS
YouTube: https://www.youtube.com/user/GumasAD
LinkedIn: https://www.linkedin.com/in/john-gumas-08046/ and https://www.linkedin.com/company/gumas-/
Facebook: https://www.facebook.com/Gumas.Advertising/
Instagram: https://www.instagram.com/gumas.advertising/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Sonia Narvaez: Sonia Narvaez is an Operations Strategist with a passion for designing business systems that empower altruistic entrepreneurs and business leaders to achieve greater impact. As a first-generation Latina in the U.S. holding both Bachelor's and Master's Degrees in Public Health, she has uniquely merged her background in Public Health with her expertise in Operations. In 2017, Sonia founded Socially Passionate Consulting, which later evolved into Operation QOL. Operation QOL partners with visionaries to streamline and optimize businesses, providing the systems and tools needed to eliminate overwhelm, maximize efficiency, and allow business owners to focus on their Zone of Genius.
In this episode, Ryan and Sonia Narvaez discuss:
- The crucial role of operations and business health
- Navigating the complex landscape of business operations and management
- The importance of establishing effective business systems and operations
- Balancing operations and creativity
Key Takeaways:
- As a fractional COO and operations strategist, Sonia provides a holistic, integrative view of her clients' business health, ensuring that all aspects, from systems to people, align with a clear vision for streamlined and efficient growth.
- Through a comprehensive operations audit and hands-on implementation, Sonia helps business owners bridge the gap between their vision and the practical realities of their operations, ensuring sustainable success and avoiding wasted resources.
- Establishing structured operations frees business owners, allowing them to regain peace of mind, personal time, and the ability to focus on what truly matters.
- Successful CEOs prioritize their expertise, vision, and leadership, recognizing the importance of efficient operations and financial management to scale their businesses and adapt to change.
"A lot of business owners believe, let me put that on the back burner, let me focus on operations even though it's not my skill set, even though it's not my strength. And in reality, they're spending 10 times as much energy doing that, wasting 10 times as much money and time doing that than just handing it over." — Sonia Narvaez
Connect with Sonia Narvaez:
Email: sonia@operationqol.com
Website: https://www.operationqol.com/
LinkedIn: https://www.linkedin.com/in/sonia-narvaez/
Facebook: https://www.facebook.com/operationqol
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About John Hinson: John Hinson is the Administrative Director at Spotlight Branding, where he leverages nearly a decade of experience in editorial and marketing to help solo and small law firms grow their businesses through impactful content. A published author and podcaster, John has written humorous memoirs and historical nonfiction and hosts Our Weird World, a show exploring fascinating and strange stories from across the globe. As someone with Autism Spectrum Disorder, John is passionate about advocating for neurodiversity and raising awareness about the unique strengths of individuals on the spectrum.
In this episode, Ryan and John Hinson discuss:
- Effective marketing strategies for small law firms and businesses in 2025
- Balancing marketing investments to maximize lead generation and client retention
- The role of AI and virtual staffing in modern marketing practices
- Challenges faced by small businesses in implementing efficient marketing systems
Key Takeaways:
- Law firms aiming for sustainable growth should allocate at least 10% of their revenue to marketing, focusing on both lead generation (e.g., pay-per-click ads) and client nurturing (e.g., email newsletters).
- Consistent email newsletters are a low-cost, high-return strategy that can convert existing leads and educate clients about additional services, often resulting in unexpected high-value opportunities.
- Small businesses and law firms often lose clients because they fail to educate them about their full range of services, highlighting the importance of consistent client communication.
- Tools like AI and virtual staffing can drastically reduce the time and cost involved in content creation, but human oversight is still critical to ensure quality and relevance.
"Lawyers are concerned about taking on enough cases to stay profitable, so that's probably a big focus this year. But ironically, a lot of them do not spend nearly enough on their marketing budget. It's less than $1,000 a month we're talking about, which is, for a law firm, especially if you're in a major city, not going to cut it." — John Hinson
25 AI Prompts for Legal Marketing: http://www.spotlightbranding.com/ai
Connect with John Hinson:
Website: https://spotlightbranding.com/
Show: Our Weird World: https://podcasts.apple.com/us/podcast/our-weird-world/id1503933740
LinkedIn: https://www.linkedin.com/in/johnhinson/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
As we kick off 2025, I’m thrilled to share my plans for The Net Profit Podcast and how this year is all about helping business owners like you achieve more. In this episode, I dive into simple but powerful strategies to reclaim your time, improve efficiency, and boost your bottom line. I’ll also share insights from my Amazon international bestseller, Bottom Line Profits, and how its principles can help you run your business by the numbers. With brand-new guests, fresh topics, and actionable advice, this is the year to unlock your business’s true potential—starting right here!
"When I take business owners through that exercise—one thing off their plate, one thing more efficient—it’s not uncommon to create opportunities in the hundreds of thousands, not adding work or sales...just $100,000+ added directly to the bottom line." — Ryan Kimler
Bottom-Line Profits: What It Takes to Be a Truly Successful Law Firm: https://www.amazon.com/Bottom-Line-Profits-Takes-Truly-Successful/dp/1964046378
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Cyndi Thomason: Cyndi Thomason is a renowned figure in the fields of e-commerce financial advising, e-commerce accounting, and mom entrepreneurship. She founded bookskeep nine years ago when she realized the potential of remote bookkeeping, allowing her to balance her career with homeschooling her daughter, who needed special tutoring due to dyslexia. Inspired by Mike Michalowicz's "Profit First" approach, she restructured her business to focus on helping clients achieve financial success, and today, bookskeep has grown to serve approximately 150 e-commerce clients worldwide, all with the goal of helping them create businesses that support their desired lifestyles.
In this episode, Ryan and Cyndi Thomason discuss:
- The benefits of remote bookkeeping for business owners
- Unraveling the myths of business growth and embracing profitable strategies
- Managing inventory and growth in e-commerce businesses
- Challenges and strategies for sustainable growth
Key Takeaways:
- Find a specialized bookkeeping firm that operates remotely within your niche, allowing you to focus on your core business activities while experts handle the complexities of inventory management and financial responsibilities, ensuring peace of mind and efficient operations.
- Prioritize financial literacy over vanity metrics; surround yourself with knowledgeable advisors who understand your unique business needs, enabling you to maintain a debt-free, profitable venture and make strategic decisions for long-term success.
- Having a dedicated financial advisor, like Cindy, can provide invaluable guidance, especially in e-commerce, where managing inventory and financial flow is critical for sustainable business growth.
- The Profit First approach emphasizes the importance of separating and managing funds for inventory and future growth to maintain a healthy business.
"Remote work for accounting really just goes so well together, and there's nothing that we run into that poses any struggles." — Cyndi Thomason
Resources Mentioned:
Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine by Mike Michalowicz: https://www.amazon.com/Profit-First-Transform-Cash-Eating-Money-Making-ebook/dp/B01HCGYTH4
Connect with Cyndi Thomason:
Website: https://www.bookskeep.com/
Email: booking@bookskeep.com
Facebook: https://www.facebook.com/bookskeep
LinkedIn: https://www.linkedin.com/company/bookskeep and https://www.linkedin.com/in/cyndithomason
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Lisa Snow: Lisa Snow, a dynamic figure in employee wellness, is a public speaker, personal trainer, and provider at On the Mend Customized Fitness and Massage. As the founder of On the Mend, Lisa specializes in team building through wellness, offering a range of services such as lunch & learn talks, chair massage, and fitness & yoga classes, both onsite and via Zoom. With a focus on creating a sense of unity, whether teams are fully remote or back in the office, Lisa's mission is to help employees feel healthier, happier, and immensely appreciated.
In this episode, Ryan and Lisa Snow discuss:
- Navigating the challenges of remote and hybrid work environments
- The far-reaching impact of employee turnover
- Unlocking the potential of corporate wellness for small businesses
- The unseen value of breaks and creative thinking in corporate problem-solving
Key Takeaways:
- In the era of remote and hybrid work, cultivating a thriving company culture and prioritizing employee wellness is not just about content; it's about creating social, community-building experiences that transcend job titles, providing a solution to the challenge of keeping teams connected in a dispersed work landscape.
- The financial impact of employee turnover, including the costs of hiring, onboarding, and the setback to company growth, underscores the critical importance of building a strong company culture and keeping employees engaged, as the long-term consequences and expenses far exceed the immediate financial investment, potentially reaching hundreds of thousands of dollars.
- In the realm of corporate wellness, it's crucial for small business owners to recognize that effective programs don't have to mirror the extravagant initiatives of large corporations, but rather should be tailored to the unique needs and preferences of their team, emphasizing affordable and accessible solutions that enhance employee well-being, creativity, and productivity.
- A corporate challenge led to a breakthrough during a short commute, underscoring the importance of stepping back for innovative problem-solving—an aspect often overlooked by business owners—and highlighting the value of fostering a culture that allows employees the mental space for creative thinking and genuine connections beyond their professional roles.
"You can really tell teams that are already comfortable with each other versus teams that need to put in a couple of months of work to get comfortable with each other. And that impacts how they interact with clients, that impacts how they interact with management, that impacts how much stuff people get done." — Lisa Snow
Connect with Lisa Snow:
Website: http://onthemendfitness.com/
Email: lisa@onthemendfitness.com
LinkedIn: https://www.linkedin.com/in/lisa-snow-nyc/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Michael DeLon: Michael DeLon is the leading authority in Credibility Marketing. As the President of Paperback Expert, he guides business owners in clearly communicating their brand and establishing themselves as credible experts in their field. He does this through strategies such as writing a book, becoming a bestselling author, and creating a successful podcast, enabling these business owners to acquire more clients, receive more referrals, and ultimately grow their revenue. He is the author of On Marketing, a #1 Amazon Best-Selling author, and the Creator of The Credibility Game Plan. With over nine years of experience, he has worked with business owners from all over the United States and internationally, helping them establish and market their credibility. He is a devout family man, a committed follower of Jesus Christ, and is deeply involved in his church.
In this episode, Ryan and Michael DeLon discuss:
- Setting foot in the publishing industry and empowering individuals to turn their ideas into bestselling books
- Understanding why businesses lose their competitive edge and eventually fail without a strong brand presence
- Simplifying the marketing process and clearly communicating your message to attract and retain customers
- Proving that effective marketing doesn't have to come at a high cost for small businesses.
Key Takeaways:
- As business owners, we all have a unique story to share that aligns with our message, yet many of us fail to do so. Without a distinct brand, we become just like all the other "coffee beans" on the table - indistinguishable from our competitors.
- To stand out and attract customers, it's crucial to have a clear and compelling message that resonates with your audience and captures their attention. Refrain from blending in with the crowd - let your unique story shine through.
- Marketing is all about making a lasting impression. When a potential customer needs your services, you want to be the first person they think of and the one they have the best association with. Only a few people are actively looking for what you offer, so it's essential to make a strong impact and establish yourself as the go-to option in their minds.
- Most businesses scatter their marketing efforts, playing "whack-a-mole" with various tactics. The key is simplifying your marketing by having a clear and consistent message that ties into one lead generation magnet. This simplifies your efforts and saves money in the long run.
"I live by three words: Clarify, simplify, and multiply in that order. Everybody wants multiplication. But in order to get that, you first have to clarify your message." — Michael DeLon
Connect with Michael DeLon:
Website: https://paperbackexpert.com/
Book: https://www.amazon.com/Marketing-Definitive-Business-Owners-Second/dp/1511412054
Show: https://podcasts.apple.com/us/podcast/experts-speak/id1454536785
YouTube: https://www.youtube.com/channel/UCa05hG7SObdPO-M03mlgcKA
LinkedIn: https://www.linkedin.com/in/michaeldelon/
Facebook: https://www.facebook.com/PaperbackExpert
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Lisa Thee: Lisa Thee, a distinguished thought leader and AI expert with over two decades of experience, is the CEO of AMP Solutions, focusing on innovative AI and technology solutions. As the Co-Author of "Demystifying Artificial Intelligence for the Enterprise" and the author of the groundbreaking book "Go! Reboot Your Career in 90 Days," she is celebrated for her contributions to ethical technology. Lisa's passion for harnessing AI's potential for positive change is evident in her role as the CEO and Co-Founder of Minor Guard, an AI software company dedicated to online safety, and her TEDx talk, "Bringing Light To Dark Places Online: Disrupting Human Trafficking Using AI".
In this episode, Ryan and Lisa Thee discuss:
- Navigating career transitions and driving impact
- Actionable steps for personal and professional growth
- Redefining success and overcoming complacency
- Balancing work, home, and mental resilience for success
Key Takeaways:
- Lisa shares her diverse and adaptable journey from a traditional career in corporate America to entrepreneurship, focusing on child safety in the digital space, transitioning to management consulting, and finally embracing the unexpected role of an author, highlighting the common thread of problem-solving, curiosity, and lifelong learning throughout her transformative experiences.
- In "Go!: Reboot Your Career in 90 Days," Lisa explores unleashing potential and leadership, drawing from her journey from a plateaued career to influencing major industry decisions; she encourages readers to bring authenticity to work, build supportive communities, and unlock their impact, offering actionable steps for a three-month transformation.
- The key to a fulfilling life lies in breaking free from the relentless cycle of complacency, rediscovering personal passions, and redefining success on your own terms—ultimately, it's about slowing down, collecting data on how you spend your precious time, and crafting a plan that aligns with what uniquely motivates you.
- Lisa's book offers practical wisdom on managing energy for both professional success and personal fulfillment, advocating for resilience, short-term planning, and mental toughness as essential elements in the journey to building a meaningful and sustainable venture.
"Some days are easier than others, and nothing has to be perfect, but if we at least have tools and resources when we need them, we can accomplish a lot more like you started this off in a year than you believe you ever could." — Lisa Thee
Connect with Lisa Thee:
Website: https://lisathee.com/
Email: amplifyrevenue@gmail.com
Books: https://www.amazon.com/Go-Reboot-Your-Career-Days-ebook/dp/B0CDY1VH9N and https://www.amazon.com/Demystifying-AI-Enterprise-Playbook-Transformation-ebook/dp/B09MSRHWFK
LinkedIn: https://www.linkedin.com/in/lisathee
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Ron LaBeau: Ron LaBeau is the proud owner of Show Me Custom Gifts and Show Me Monuments, where they specialize in laser engraving. After spending over 25 years in the corporate world, Ron finally realized his dream of owning his own business, due to a sudden job loss in February 2020. He's truly passionate about assisting businesses and grieving families during their times of need. Ron understands the struggles of finding new customers and the frustrations of dealing with empty promises from marketing agencies. That's why he believes in investing in his business and providing top-notch, customized products that serve as mobile billboards and generate positive word-of-mouth referrals. Ron's unwavering dedication to his craft and commitment to customer satisfaction have positioned Show Me Custom Gifts as a trusted business partner for enterprises seeking to grow their revenue and achieve sustainable month-over-month growth. With two years of successful operation under his belt, Ron continues to prioritize his customers' success above all else.
In this episode, Ryan and Ron LaBeau discuss:
- Navigating the shift from corporate job to entrepreneurship and balancing family life
- Financial management tips for small business owners
- Boosting profit margins with effective pricing, cost control, and product mix optimization
- Tracking profit margins, reviewing product mix, and planning for the transition to entrepreneurship
Key Takeaways:
- Transitioning from a corporate job to running a business can bring significant lifestyle adjustments and longer working hours for families, but it also provides opportunities to spend quality time with loved ones and pursue personal passions.
- Ryan's guidance has helped Ron gain a better understanding of his business financials, including profit and loss statements and balance sheets, enabling him to make informed decisions and increase profits, despite having no prior knowledge in this area.
- Regularly reviewing gross margins and seeking professional advice from an accountant or CFO can help business owners make informed decisions about their products and services, increase their profit margins, and avoid missed opportunities for growth.
- To increase profits, business owners should track their profits, review their product mix using the 80/20 principle, and cut unprofitable products. Aspiring entrepreneurs should find their passion and plan for the next six months to prepare for starting their own business.
"Find something that you would enjoy doing every single day, because if you don't love your work, it's going to be a job." — Ron LaBeau
Connect with Ron LaBeau:
Website: https://showmecustomgifts.com/
Email: ron@showmecustomgifts.com
Phone: (314) 680-9225
YouTube: https://www.youtube.com/channel/UCr1HHnZxSctJyaq5bmJbZaQ
LinkedIn: https://www.linkedin.com/in/ronlabeau/
Facebook: https://www.facebook.com/showmecustomgifts
Instagram: https://www.instagram.com/showmecustomgifts/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Kim Lebbing: Kim Lebbing is a powerhouse in the world of personal and professional development, dedicating her expertise to helping professionals, leaders, and entrepreneurs reach new heights in their careers. With a wealth of experience, training, and certifications, Kim understands the importance of advanced techniques and tools in achieving success. As a NLP Master Coach, she specializes in empowering women to embrace their true potential, guiding them towards fulfilling relationships, better health, and unparalleled achievements. Through her podcast and transformative coaching, Kim shares three simple strategies for achieving breakthrough success in various areas such as business, finances, relationships, and health. Her approach helps entrepreneurs overcome subconscious barriers, transitioning from a state of confusion to clarity and from frustration to fulfillment.
In this episode, Ryan and Kim Lebbing discuss:
- Overcoming subconscious limitations and the impact of people-pleasing on business owners
- Addressing trust issues as a means of unlocking growth and transforming relationships
- Mindset transformation for personal and professional success
- The impressive results achieved by individuals and businesses through targeted coaching and therapy
Key Takeaways:
- Embracing the courage to confront subconscious limitations, such as people-pleasing, can lead to transformative breakthroughs for business owners and empower them to establish healthy boundaries and overcome inner conflicts.
- When individuals delve into their trust issues and past experiences, they can free themselves from the need for validation, imposter syndrome, and other self-imposed restrictions, paving the way for profound transformations in their businesses, personal lives, and relationships.
- Overcoming mindset issues and transforming oneself has far-reaching implications for personal and professional achievements, as well as future generations, relationships, and overall well-being, making it a vital and meaningful endeavor.
- Experience a profound transformation in your results by adopting a powerful mindset shift within hours, as exemplified by extraordinary success stories such as a 68% sales boost, a million-dollar startup in a year, and salespeople doubling their sales, revealing the significant impact of shedding mental burdens and unleashing untapped possibilities.
"Everything can change when you shift your energy and really be aligned with who you were meant to be." — Kim Lebbing
Connect with Kim Lebbing:
Website: https://kimberlylebbing.com
Email: kim@kimberlylebbing.com
Show: https://podcasts.apple.com/us/podcast/mind-for-success/id1626139042
YouTube: https://www.youtube.com/channel/UCh8ajzKuNrH7hI0d_nwtVnQ
LinkedIn: https://www.linkedin.com/in/kimberly-lebbing-62582a58
Facebook: https://www.facebook.com/kimberlylebbing
Instagram: https://www.instagram.com/kimberlylebbing
TikTok: https://www.tiktok.com/@klebbingmindsetcoach
Unlocking Your Authentic Self: 3 Key Steps to Identify and Overcome Hidden Limitations in Your Life and Business and Realize Your Highest Potential: https://resources.kimberlylebbing.com/unlock
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About HR Huntsman: HR Huntsman, founder of Leader’s Edge, is a business and leadership expert with over three decades of experience. He is renowned as a keynote speaker, organizational strategist, author, executive coach, and consultant. Through Leader’s Edge, HR channels his passion for nurturing leaders, especially the young, drawing from his personal journey of triumph over childhood adversities to establish impactful organizations. He empowers leaders to transcend daily firefighting, cultivate accountable teams, and strategically grow their businesses by offering transformative insights and leveraging the Leader's Edge Performance Engine and Leader's Edge University.
In this episode, Ryan and HR Huntsman discuss:
- Unlocking leadership potential amidst adversity
- Building strong leadership infrastructures
- Balancing leadership and specialization in team dynamics
- Unblocking growth with strategic leadership support
Key Takeaways:
- Beginning with a childhood marked by adversity, including familial dysfunction and loss, HR's journey towards becoming a leader and mentor underscores the transformative power of positive role models and the pursuit of meaningful change, ultimately leading to a lifelong dedication to building impactful organizations and nurturing future leaders.
- When businesses face challenges of rapid growth, the critical need for strong leadership infrastructure becomes apparent, highlighting the essential role of developing leaders within departments to navigate expansion effectively, mitigate turnover, and ensure sustainable success.
- Transitioning from expert to leader can be challenging, revealing a gap between individual skill and leadership demands, suggesting a need for thoughtful promotion strategies and skill development to maintain productivity and avoid setbacks.
- Leaders facing stagnation or challenges should embrace seeking outside perspectives and guidance, recognizing that asking for help demonstrates wisdom and strength, fostering opportunities for growth and strategic development in navigating complex business landscapes.
"Don't be afraid to reach out for help. That's not a weakness. That's wisdom." — HR Huntsman
Connect with HR Huntsman:
Website: www.yourleadersedge.com
Email: hr@yourleadersedge.com
LinkedIn: www.linkedin.com/in/hr-huntsman
Facebook: https://www.facebook.com/YourLeadersEdge
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Nick Dunham: Nick Dunham is a seasoned attorney and CPA who has found his passion in helping small businesses thrive. With years of experience working as a tax manager in Big Four Accounting, as an attorney at a litigation law firm, and as an owner of both a CPA and private law practice, Nick has the knowledge and expertise to guide businesses through any stage of their journey. As the founder of Nick Dunham Bookkeeping, L.L.C., Nick now focuses on partnering with entrepreneurs, attorneys, and small law firms across the country to handle their bookkeeping and controller needs. He understands that many business owners struggle with managing their finances, and he's committed to helping them free up their time and make informed decisions by taking the burden of bookkeeping off their shoulders.
In this episode, Ryan and Nick Dunham discuss:
- Why hiring a virtual bookkeeper is a must even for small businesses
- Common bookkeeping mistakes that could lead to profit loss for small business owners
- What to expect when working with a bookkeeper and how they can assist in avoiding costly bookkeeping mistakes
- Key questions for business owners to ask their bookkeeper after reviewing monthly reports and financial statements
Key Takeaways:
- For small business owners, hiring a virtual bookkeeper becomes beneficial once their revenue reaches around a hundred thousand, as it frees up their time to focus on growing their business instead of getting bogged down with bookkeeping.
- Putting off bookkeeping and relying solely on bank balances to run a business may result in missed expenses, late fees, and tax penalties, underscoring the importance of hiring a bookkeeper early on to prevent costly errors.
- Working with a bookkeeper is a hassle-free way for business owners to save both time and money. The process is simple, and requires little effort from the business owner. Moreover, with cloud technology, it becomes even more convenient.
- Business owners should review monthly profit and loss statements to track their progress, manage expenses, capture tax deductions, and reduce costs.
"What I tend to see is a lot of people are wearing a lot of hats as an owner, and there's only so much time to go around. So do you want to spend your time doing your bookkeeping or spend doing the reason you started the business, you know, selling a product, whatever it may be?" — Nick Dunham
Connect with Nick Dunham:
Website:https://nickdunhambookkeeping.com/
LinkedIn: https://www.linkedin.com/in/nick-dunham-atty-cpa-%E2%9E%A1%EF%B8%8F-virtual-bookkeeper-and-cfo-a10542121/
Facebook: https://www.facebook.com/nick.dunham.904 and https://www.facebook.com/nickdunhambookkeeping/
Instagram: https://www.instagram.com/theattorneysbookkeeper/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Ralph Tommaso: Ralph Tommaso is an expert in business debt management and currently serves as the Vice President of Marketing at First Choice Debt Solutions. With a career dedicated to helping business owners reduce and restructure merchant cash advances, vendor, and credit card debt, Ralph's expertise spans cash flow forecasting, debt negotiation, loan modifications, and credit repair. Based in Somerville, New Jersey, he leads businesses toward financial stability through strategic debt management solutions.
In this episode, Ryan and Ralph Tommaso discuss:
- Financial challenges for small businesses
- Strategies for managing business debt
- Importance of creditworthiness and financing options
- Technological advancements in business operations
Key Takeaways:
- Small businesses often face financial challenges due to high-interest merchant cash advances, which can create a cycle of debt that requires careful management and negotiation with lenders to ensure sustainable repayment terms.
- Knowing your numbers is crucial; business owners must understand their profit margins and overall financial health to avoid selling more receivables than they can afford and to communicate effectively with creditors.
- Improving creditworthiness is essential for qualifying for traditional financing; this involves addressing underlying issues that prevent access to better financial products like business lines of credit or SBA loans.
- Leveraging technology and AI models can provide new opportunities for business growth and efficiency, helping businesses navigate the constantly evolving market landscape.
"Failure is usually just a good way of learning some lessons of not to do again." — Ralph Tommaso
Connect with Ralph Tommaso:
Website: https://firstchoicedebtsolutions.org/
Email: ralph@firstchoicedebtsolutions.org
LinkedIn: https://www.linkedin.com/in/ralphtommaso/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Dr. Jean Oursler: Dr. Jean Oursler, renowned as "The Results Queen," is the visionary behind the transformative Caveman Brain: Business Growth System. With a Ph.D. in Business Psychology and extensive experience as an entrepreneur and facilitator for esteemed organizations, she has generated over $2B in revenue. Jean's dynamic coaching style, rooted in accountability and a "You-Centered" approach, consistently delivers remarkable outcomes, evidenced by her clients' 25% increase in new business development with just 5 hours a week. Her pioneering work, including the Caveman Brain Domination System, reflects her commitment to empowering businesses of all sizes and industries to achieve success.
In this episode, Ryan and Dr. Jean Oursler discuss:
- The intersection of operational efficiency and financial success
- The power of numbers and strategic decision-making
- Embracing change for business growth
- Strategic business growth beyond numbers
Key Takeaways:
- Business owners often overlook the connection between operational efficiency and financial success, but addressing inefficiencies in operations can lead to exponential growth opportunities, making it crucial to not only focus on growth aspirations but also on optimizing internal processes for sustainable success.
- Understanding and leveraging your business's numbers can be the key to unlocking exponential growth, but overcoming the fear of change and implementing necessary strategies is equally essential for a successful leap into business expansion.
- Embrace change and develop adaptive habits early in your business journey to navigate growth seamlessly, as resisting change becomes more challenging with increasing business size.
- Defining and integrating core values into all aspects of business operations not only fosters a strong company culture but also serves as a guiding light for hiring, decision-making, and sustained growth, ultimately positioning businesses for long-term success and resilience.
"I find that once they find their core values, companies fly in terms of growth and getting better because they have the right people in the right seats. They know who their target client should be because they know with whom they should be working with." — Dr. Jean Oursler
Connect with Dr. Jean Oursler:
Website: https://www.eosworldwide.com/drjean-oursler & https://cavemanbrain.com/
Email: joursler@jaldenco.com
YouTube: https://www.youtube.com/channel/UCSFm4IqVwmKfPQmCb5O4c6Q
LinkedIn: https://www.linkedin.com/in/jeanoursler/
Facebook: https://www.facebook.com/cavemanbrain
Instagram: https://www.instagram.com/jean_the_results_queen/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Sasha Berson: Sasha Berson has a wealth of business experience as a serial entrepreneur, advisor, and speaker spanning over two decades. He is the owner of Grow Law Firm, a Chicago-based digital marketing company that helps small law firms get more clients. Sasha is also the owner of Comrade Marketing, a marketing agency that assists small business owners in achieving their growth objectives. He also co-founded one of the nation's top wholesale lending operations that raised over $5 billion in funding. Sasha is an expert in aiding small and medium-sized businesses in reaching their objectives. He focuses primarily on the legal industry and assists small law firm owners in doubling their revenue in three years or less. Additionally, Sasha is a best-selling co-author with Steve Forbes and takes pleasure in mentoring entrepreneurs while staying up-to-date on the most recent business trends and techniques.
In this episode, Ryan and Sasha Berson discuss:
- What should businesses look for in a marketing firm when aiming to increase leads, sales, and grow their business?
- Importance of marketing reports in measuring return on investment and what businesses should expect from their marketing firm
- Identifying key mistakes business owners make when working with a marketing firm and determining when it's time to cut ties and find a more effective partner
- The advantages of hiring an expert marketing firm with a sizable and expert labor force and the pitfalls of hiring a cheap marketing company
Key Takeaways:
- When hiring a marketing firm or any expert, interview at least three with a track record, define the problem and desired solution, and only choose those who can provide a clear plan to get you from point A to point B, so you can make an informed decision.
- To track and optimize marketing efforts, business owners need to measure sales qualified leads and cost per lead, receive comparative reports, and have a dedicated account manager to ensure transparency and address concerns.
- To get the best results from your marketing firm, it's important to hire the right team from the beginning and regularly evaluate their progress, using important metrics to determine if it's time to part ways if they're not meeting expectations.
- If you hire a cheap marketing company, you'll waste your money as nothing fails more consistently than cheap marketing, therefore investing in expertly planned and executed marketing with a team that can deliver a significant amount of firepower is crucial.
"Nothing fails in this world as consistently as cheap marketing. If you're like, I don't have the budget to pay you guys, okay, save your money. Do not hire a cheap marketing company. You will waste another year. You will not make a sizable return investment. Just save yourself." — Sasha Berson
Connect with Sasha Berson:
Website: https://growlawfirm.com/
Email: info@growlawfirm.com
Show: https://growlawfirm.com/podcast
YouTube: https://www.youtube.com/channel/UCrBWJr36by51NtPBZJAreyQ
LinkedIn: https://www.linkedin.com/in/aleksanderberson/ and https://www.linkedin.com/company/grow-law-firm/
Facebook: https://www.facebook.com/growlawfirm
Instagram: https://www.instagram.com/grow_lawfirm/
Phone: (312) 854-7724
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Chelsea Taylor-Sturkie
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Richard James: Richard James, a seasoned legal expert with over 15 years of industry knowledge, has a proven track record of transforming law firms into thriving enterprises. With his expertise, he elevated a startup firm from scratch to a remarkable $3.5 million in revenue within 2.5 years and has since mentored over 900 attorneys, empowering them to make a meaningful difference in their clients' lives while achieving sustainable success.
About Michael Strauch: Michael Strauch is a dedicated expert in optimizing the sales process for law firms. With a proven track record, he has assisted over 100 law firms in significantly improving their close rates and transforming consultations into paying clients. Through his expertise and The Closing Room’s system, he has elevated firms' average close rates from 33.7% to an impressive 64.5%.
In this episode, Ryan, Richard James, and Michael Strauch discuss:
- The importance of profit over revenue in small business
- Mastering the art of pricing and sales for law firms
- Navigating the challenges of hourly billing, flat fees, and retainers
- Redefining value beyond expertise and experience
Key Takeaways:
- Law firms often struggle with pricing their services correctly, but increasing fees strategically and implementing a consistent sales system can lead to higher profits without sacrificing client retention.
- The myth that raising prices will drive away clients is debunked as a well-implemented sales structure can result in closing 60-80% of consultations, emphasizing the importance of a solid pricing strategy and confidence in the value offered.
- Focusing solely on a high conversion rate might lead to overlooking the importance of diverse client profiles, clear communication, and achieving positive outcomes, which are paramount to client satisfaction and business success.
- Law firms should reevaluate traditional hourly billing practices, acknowledging that clients prioritize results and communication over the level of experience, encouraging a shift toward a more client-focused and equitable fee structure.
"I don't understand why their ability and their seniority has anything to do with the hourly bill that you built.... And so where I see lawyers get screwed up and turned upside down all the time is they'll charge the right fee for themselves, but they won't charge the right fee for their associates or their paralegals or somebody else that's doing the work on the case." — Richard James
"They don't care who is necessarily completing the work, what they care about is that they get a good result at the end of it and that they have clear communication with the firm throughout if those two things are achieved." — Michael Strauch
Connect with Richard James and Michael Strauch:
Website: https://yourpracticemastered.com/
Richard’s email: richard.j@yourpracticemastered.com
Michael’s email: michael.s@yourpracticemastered.com
LinkedIn: https://www.linkedin.com/company/yourpracticemastered/
Facebook: https://www.facebook.com/yourpracticemastered
Instagram: https://www.instagram.com/yourpracticemastered/?hl=en
YouTube: https://www.youtube.com/@yourpracticemastered
Books: https://www.amazon.com/stores/Mr-Richard-James-Strauch/author/B00SLMR624
Podcast: https://podcasts.apple.com/us/podcast/your-practice-mastered/id1559067024
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Joey Pindell: Joey Pindell is a Sales Development and Coaching specialist at Lushin in St. Louis. After moving to the city in 2006 to play soccer at Maryville University and initially pursuing a career in accounting, Joey shifted his focus to sports business management, where he discovered his passion for sales. With over 15 years of experience in the sports industry and medical equipment sales, he now leverages his expertise at Lushin, helping businesses enhance their sales strategies and achieve growth.
In this episode, Ryan and Joey Pindell discuss:
- Aligning roles with individual strengths
- Customizing sales and leadership training
- Evaluating business performance
- Enhancing team effectiveness
Key Takeaways:
- Assessing whether employees are in roles that align with their natural strengths is crucial, as misalignment can hinder individual performance and overall business success; ensuring the right people are in the right roles enhances team effectiveness, productivity, and morale.
- Tailored sales and leadership training programs are much more effective than generic ones because they specifically address the unique needs and experience levels of participants, leading to superior outcomes and long-term benefits.
- Regular evaluation of business performance, including a close examination of team dynamics and leadership effectiveness, can uncover hidden opportunities for substantial improvements that might otherwise remain unnoticed.
- Identifying and addressing hidden weaknesses in the sales process is crucial for improving sales outcomes, as these friction points can significantly hinder success by negatively impacting revenue and growth.
"We have a study that shows about 60 percent of people in roles are not actually in the right ones. But if you're able to switch them to the correct roles, it's amazing." — Joey Pindell
Connect with Joey Pindell:
Website: https://www.lushin.com
Email: joey@lushin.com
LinkedIn: https://www.linkedin.com/in/joey-pindell-57471639/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Jim Manning: Jim Manning is the host of the “Passive Wealth Show” and CEO and co-founder of Three Doors, with over 15 years of experience in real estate investing. He has successfully closed more than 3,500 deals and founded five real estate companies. A conversation with a self-made millionaire friend who feared outliving his savings inspired Jim's mission to help others achieve financial freedom through passive income. Jim is passionate about empowering people to retire with their income fully replaced by real estate investments.
In this episode, Ryan and Jim Manning discuss:
- Real estate investment strategies and their benefits in today's economy
- The importance of financial independence through passive income
- The relationship between entrepreneurship, wealth-building, and personal growth
- Challenges and opportunities for business owners transitioning to real estate investing
Key Takeaways:
- Starting small in real estate investment, scaling up through partnerships with private lenders can allow investors to grow exponentially without being limited by their own financial resources.
- Transitioning from a profit-driven mindset to a mission-driven focus, particularly through models like homeownership for underserved families, can restore meaning and fulfillment to a business.
- In times of economic uncertainty, investing in tangible assets like real estate provides financial security and stability, unlike the volatility of paper assets such as stocks.
- When entering real estate investing, individuals should first assess whether they have the time to actively manage investments or the capital to fund them, then choose a strategy accordingly to maximize success.
"I fell in love with the idea of real estate investing because I thought, well, I can buy a property that needs work, fix it up, and create a home for a family." — Jim Manning
Connect with Jim Manning:
Website: www.passivewealthshow.com
Email: jmanning@threedoors.com
Show: Passive Wealth Show: https://podcasts.apple.com/us/podcast/passive-wealth-show/id1490179711
LinkedIn: www.linkedin.com/in/jimmmanning
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Marc Cerniglia: Marc Cerniglia is the co-founder and president of Spotlight Branding, a content marketing and branding firm for lawyers. With a passion for educating law firm owners on the myths and truths of internet marketing, Marc has helped grow Spotlight Branding into a $2 million company. He specializes in helping lawyers maximize their online presence through effective branding and content strategies. Marc holds a Master’s Degree in Business & Marketing from the University of Central Florida.
In this episode, Ryan and Marc Cerniglia discuss:
- Content marketing in the legal industry
- Common myths and misconceptions about online marketing for law firms
- The role of different marketing strategies
- Building an online brand and presence for law firms
Key Takeaways:
- Content marketing, particularly email newsletters and social media, is underutilized by small law firms, but it plays a critical role in brand building and staying top of mind with clients and referrals.
- Many law firms fail to effectively measure their marketing efforts, focusing on lead generation when they should assess other metrics such as reputation-building and referral growth.
- Social media engagement, such as likes and comments, is not a reliable measure of success for small law firms; instead, it serves as a tool for enhancing credibility and trust with potential clients.
- Law firms can significantly increase their referrals by better leveraging existing networks through consistent email and social media marketing, with research showing that only 29% of potential referrals are being tapped into.
"If you're going to judge social media marketing for a law firm based on whether or not it generated leads, you're more likely than not going to be disappointed. Then, you're potentially going to stop doing social media and end up hurting yourself in other ways." — Marc Cerniglia
Download Marc's free Marketing Plan Template to create a focused, year-long strategy and keep your firm's marketing on track!
Connect with Marc Cerniglia:
Website: https://spotlightbranding.com/
Email: marc@spotlightbranding.com
LinkedIn: https://www.linkedin.com/in/cerniglia/
Facebook: https://www.facebook.com/spotlightbranding
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
Today, it's just you and me for a solo episode, and I want to emphasize something crucial: the significance of taking a break from your business.
Last month, my wife and I embarked on our first vacation in four years, a much-needed pause amid our bustling lives and the challenges of the past year. Today, I'll share my insights from this break, discussing how it revitalized my energy and rekindled my enthusiasm for my work. Join me as I delve into the transformative power of stepping away, gaining fresh perspectives, and revisiting long-term plans. Whether it's a few days or a week, giving yourself this pause can lead to profound shifts in your business trajectory.
So, if you're caught in the daily grind, I encourage you to consider the impact a well-deserved break could have on your business and your life. Let's explore the immense value of taking time off and investing in your business's future.
In this episode, Ryan discusses:
- The importance of taking breaks from your business
- Strategies for effective business breaks
- Unlocking creativity during business breaks
- Avoiding burnout and the power of rest for entrepreneurs
Key Takeaways:
- Taking a break from your business, even for a few days, can renew your energy and passion, allowing you to approach your work with a fresh perspective and heightened productivity.
- Disconnecting from daily tasks during a break provides valuable thinking time, fostering creativity and enabling you to generate innovative ideas and plans for the future.
- Prioritize offloading daily activities to others, allowing you the freedom to focus on strategic tasks, which in turn creates opportunities for longer breaks and more effective long-term planning.
- Include dedicated time to work on your business during your break, giving you the chance to reassess goals, adjust plans, and make strategic decisions that can significantly impact your business trajectory.
"If you can build in a day when you can work on your business and think about your business, not doing tasks, I really believe that it's going to pay big, big dividends for you, especially if it's been a while since you have taken a break from your business." — Ryan Kimler
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Chris Rovin: Chris Rovin is the Vice President of Physician Management at QuickMD, a leading telehealth service focused on delivering high-quality, affordable care. He is instrumental in advancing healthcare technology to ensure patients receive innovative, accessible care. Chris is also the co-author of Skip the Waiting Room: How Telehealth Will Transform Medicine for Patients and Doctors.
About Talib Omer: Talib Omer, MD, founded QuickMD in 2019, motivated by his experience as an emergency medicine physician and a vision for accessible healthcare. He continues to lead the company, while also practicing emergency medicine and serving as an associate professor at USC. Talib co-authored Skip the Waiting Room: How Telehealth Will Transform Medicine for Patients and Doctors.
In this episode, Ryan, Chris, and Talib discuss:
- Business growth strategies and challenges in scaling
- The evolving role of telemedicine in healthcare, especially post-COVID
- Navigating legal and regulatory hurdles in the healthcare industry
- The importance of constant innovation and market adaptation
Key Takeaways:
- QuickMD initially struggled to attract patients but built a foundation for rapid scaling as conditions shifted.
- The COVID-19 pandemic forced QuickMD to expand rapidly, growing its medical team from a few doctors to 150 nationwide to meet soaring telehealth demand.
- QuickMD had to closely track evolving healthcare regulations during COVID-19, quickly adjusting to maintain compliance across multiple jurisdictions.
- By tapping into emerging fields like opioid addiction treatment and weight loss management, QuickMD strategically pivoted to meet patient needs and drive business growth.
"There are many populations who, while aware [telemedicine] can be used for a 2 a.m. sinus infection, don't realize they can also use it to manage chronic diseases or similar conditions." — Chris Rovin
"Now we're in a situation where about 80 to 90 percent of the U.S. population has used telehealth services, and they don't want to go back." — Talib Omer
Connect with Chris Rovin and Talib Omer:
Website: https://www.quick.md/
Chris' LinkedIn: https://www.linkedin.com/in/chrisrovin/
Talib's LinkedIn: https://www.linkedin.com/in/talib-omer-28a6b3133/
Skip the Waiting Room: How Telehealth Will Transform Medicine for Patients and Doctors: https://www.amazon.com/Skip-Waiting-Room-Telehealth-Transform/dp/1639081054
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About J.B. Andrews: J.B. Andrews is an accomplished associate at Lushin, Inc. (Sandler) known for his unique blend of youthful enthusiasm and seasoned expertise. With a remarkable aptitude for identifying and bridging communication gaps across generational divides in the workforce, J.B. plays a pivotal role in enhancing business outcomes. His specialization in the manufacturing/distribution and service sectors, particularly within residential and commercial contracting, showcases his prowess in navigating complex industries.
In this episode, Ryan and J.B. Andrews discuss:
- Navigating growth, strategy, structure, and skills for business success
- Managing resistance to change and fostering organizational alignment
- Strategies for effective business growth and scaling
- The role of structured assessments in effective hiring
Key Takeaways:
- J.B., as a sales and leadership development specialist, guides businesses, from solopreneurs to midsize companies, through strategic growth, organizational structure, staffing, and skill development, helping them scale effectively in the ever-changing landscape of sales.
- Navigating organizational change requires aligning personal and corporate goals, relaying a clear message that emphasizes the why behind the what, and fostering human-to-human conversations to address resistance, ultimately balancing the need for change with empathy and understanding.
- Successful business growth requires embracing change, focusing on profitable scalability, and making deliberate, informed hiring decisions based on assessments that align candidates' strengths with roles, enabling effective team development and sustainable expansion.
- Implementing a structured assessment process in hiring not only saves significant costs and prevents mismatches, but it also provides an unbiased, evidence-based approach to identifying the best-fit candidates, making decisions rooted in data rather than relying solely on gut feelings or personal preferences.
"By growing your business, what's your plan to manage those people to kind of support that growth? Because when you start growing, you're no longer managing a business. You're managing the people and the change that comes with it. So, how are we really assessing that situation and equipping ourselves with the right people, data, strategies, and structure to manage it?" — J.B. Andrews
Connect with J.B. Andrews:
Email: jandrews@starkassociates.com
Website: https://www.lushin-stlouis.sandler.com/
LinkedIn: https://www.linkedin.com/in/jbandrewssalestrainingleader/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this solo episode, we dive into practical ways to build and protect your business credit, helping you set up a strong financial foundation. We share tips on separating business and personal credit, avoiding high-risk loans, and laying the groundwork for securing a traditional line of credit that can support your business as it grows.
In this episode, Ryan discusses:
- Separating business credit from personal credit
- The challenges of obtaining traditional business credit for new businesses
- Risks associated with non-traditional business funding options
- Steps to build and improve business credit over time
Key Takeaways:
- Business owners should carefully review their existing credit cards to ensure they are not personally liable, as this could expose them to significant personal financial risk if their business fails.
- It is advisable to secure a home equity line of credit before starting a business, as most banks will not extend traditional business loans or lines of credit to companies that have been operating for less than two years due to perceived risk.
- Business owners should avoid high-interest, non-traditional funding options like hard money loans and instead focus on building their business credit through microloans or secured credit cards, which can establish a solid payment history.
- After reaching two years in business, owners should present financial documents such as tax returns and profit and loss statements to a trusted banker to secure a traditional line of credit, which is crucial for maintaining cash flow and supporting business growth.
"Everyone’s goal should be to have a business line of credit that they can draw on when needed." — Ryan Kimler
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Tom Ruwitch: Tom Ruwitch is the owner of Story Power Marketing and a seasoned marketing expert with over 20 years of experience. After successfully founding and selling MarketVolt, an email marketing software and services firm, Tom recognized the critical role of a powerful business story in achieving marketing success. With Story Power Marketing, Tom helps business owners transform their content from dull to captivating, enabling them to attract more customers and clients. By utilizing a unique and proven process, Tom and his team empower entrepreneurs to discover their business stories, strengthen their messages, and keep the power running. With Story Power, businesses can inspire prospects to take action, resulting in increased engagement, conversions, and overall marketing effectiveness.
In this episode, Ryan and Tom Ruwitch discuss:
- Transforming your expertise into captivating content
- Turning boring topics into interesting stories for audience engagement and desired results
- Unblocking writer's block and captivating serious business audiences with simple, relevant storytelling strategies
- Enhancing client communication for better outcomes
Key Takeaways:
- To overcome writer's block and craft captivating content, one must embark on a journey of exploration, uncovering unique narratives and assembling building blocks of familiar structures, thus empowering individuals to effortlessly showcase their expertise through captivating and accessible material.
- Take ordinary elements or subjects and shape them into captivating stories that mirror the hopes and challenges of your audience, guiding them through a transformative expedition from their current situation to a desired outcome, employing relatable experiences, anecdotes, or parables that deeply connect with them.
- Craft compelling stories using the three E framework (empathize, envision, enable) to overcome writer's block, captivate your audience, and build genuine connections in your business, ensuring consistency and authenticity throughout your marketing journey while avoiding the pitfalls of relying on AI-generated content.
- The key to remarkable growth and success is to foster curiosity, actively observe and appreciate, find fascination in frustrating situations, and maintain an open-minded approach that welcomes all ideas, ultimately resulting in stronger relationships and exceptional outcomes.
"There are all sorts of things that I teach in my programs about how to save time and reduce the frustration and get unstuck using AI tools. But if you let the robot write the content, what you're doing is allowing your content to go out there in a voice that's not yours and that inconsistency in voice. I am one person when I'm across the table or on a Zoom call or in a phone call and my emails are another person, that disconnect will burn you in the end." — Tom Ruwitch
Connect with Tom Ruwitch:
Website: https://storypowermarketing.com/
Email: tom@storypowermarketing.com
Show: https://podcasts.apple.com/us/podcast/the-story-power-marketing-show/id1580436823
Facebook: https://facebook.com/tomruwitch
LinkedIn: https://www.linkedin.com/in/tomruwitch/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Joey Pindell: Joey Pindell is a Sales Development and Coaching specialist at Lushin in St. Louis. After moving to the city in 2006 to play soccer at Maryville University and initially pursuing a career in accounting, Joey shifted his focus to sports business management, where he discovered his passion for sales. With over 15 years of experience in the sports industry and medical equipment sales, he now leverages his expertise at Lushin, helping businesses enhance their sales strategies and achieve growth.
In this episode, Ryan and Joey Pindell discuss:
- Aligning roles with individual strengths
- Customizing sales and leadership training
- Evaluating business performance
- Enhancing team effectiveness
Key Takeaways:
- Assessing whether employees are in roles that align with their natural strengths is crucial, as misalignment can hinder individual performance and overall business success; ensuring the right people are in the right roles enhances team effectiveness, productivity, and morale.
- Tailored sales and leadership training programs are much more effective than generic ones because they specifically address the unique needs and experience levels of participants, leading to superior outcomes and long-term benefits.
- Regular evaluation of business performance, including a close examination of team dynamics and leadership effectiveness, can uncover hidden opportunities for substantial improvements that might otherwise remain unnoticed.
- Identifying and addressing hidden weaknesses in the sales process is crucial for improving sales outcomes, as these friction points can significantly hinder success by negatively impacting revenue and growth.
"We have a study that shows about 60 percent of people in roles are not actually in the right ones. But if you're able to switch them to the correct roles, it's amazing." — Joey Pindell
Connect with Joey Pindell:
Website: https://www.lushin.com
Email: joey@lushin.com
LinkedIn: https://www.linkedin.com/in/joey-pindell-57471639/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Katherine Miller: Katherine Miller is the founder of The Miller Law Group, based in New York City and Westchester County, and a trainer at the Center for Understanding in Conflict. With a deep interest in the intersection of law and personal lives, she specializes in family and matrimonial law, emphasizing dignified and respectful divorce solutions. Katherine is committed to helping clients navigate divorce and other family-related conflicts with dignity and compassion.
In this episode, Ryan and Katherine Miller discuss:
- Client value perspective
- Holistic approach to legal services
- Collaborative law process
- Firm efficiency and team collaboration
Key Takeaways:
- Clients should feel like they are receiving value for their money, not just paying for legal fees, which means focusing on delivering tangible benefits and meaningful results that address their specific needs and concerns rather than merely clocking billable hours.
- A holistic approach to legal services means understanding the full scope of a client's life, including estate planning, financial planning, and parenting, to develop comprehensive solutions that address all interconnected aspects of their situation and ensure long-term benefits.
- By introducing neutrality around financial discussions in family disputes, the collaborative law process helps separate power and success issues from practical financial planning, leading to more successful and lasting resolutions.
- The practice of conducting quarterly retreats and regularly asking team members how they could improve their job performance has led to simple yet effective fixes, fostering a more efficient and collaborative work environment post-pandemic.
"We're putting together our knowledge of the breadth of the possibility with their direct experience and the pain that they're in." — Katherine Miller
Connect with Katherine Miller:
Website: https://miller-law.com/
Email: katherine@miller-law.com
Show: https://podcasts.apple.com/us/podcast/divorce-dialogues/id1022959632
LinkedIn: https://www.linkedin.com/in/kemiller1/
Facebook: https://www.facebook.com/MillerLawGroupNY
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Jim Schleckser: Jim Schleckser is the Founder & CEO of The CEO Project, a renowned executive coaching company specializing in high-revenue entrepreneurs. He offers a distinctive CEO coaching program that combines peer group discussions with personalized one-on-one coaching sessions led by former CEOs. He advocates for the concept of the "Lazy CEO," emphasizing efficient delegation and time management as essential traits for successful leadership. Jim is also the author of two impactful books: "Great CEOs are Lazy" and "Professional Drinking: A Spirited Guide to Wine, Cocktails and Confident Business Entertaining."
In this episode, Ryan and Jim Schleckser discuss:
- Approaches and strategies for effective delegation
- Importance of targeting specific market segments
- Techniques for enhancing business processes
- Methods for prioritizing and managing tasks
Key Takeaways:
- Decisions with high risk should be delegated more cautiously, while tasks with lower risk can be assigned more freely to team members, allowing leaders to focus on strategic priorities.
- Targeting and dominating a small, specific market segment enables businesses to achieve significant growth and profitability without facing intense competition from larger, established companies.
- By pinpointing and addressing the primary bottleneck within a workflow, the efficiency and effectiveness of the entire system are enhanced, leading to better operational outcomes.
- Evaluating and ranking tasks based on their potential economic value allows CEOs and leaders to focus on the highest-priority activities that will drive the most significant financial results and strategic advancements for their organization.
"The basic concept of being an effective CEO, which is the same as being a lazy CEO, is how do I get the job done in less time but get great results?" — Jim Schleckser
Connect with Jim Schleckser:
Website: https://theceoproject.com/
LinkedIn: https://www.linkedin.com/in/jimschleckser/
Facebook: https://www.facebook.com/IncCEOproject
Great CEOs Are Lazy: https://www.amazon.com/Great-CEOs-Are-Lazy-Schleckser/dp/0988309912
Professional Drinking: A Spirited Guide to Wine, Cocktails and Confident Business Entertaining: https://www.amazon.com/Professional-Drinking-Cocktails-Confident-Entertaining/dp/B08ZJNSZNZ/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Forrest Mann: Forrest Mann is a seasoned commercial banking professional with a wealth of experience in securing financing for business owners. Currently serving as AVP, Business Banker at Enterprise Bank & Trust, he specializes in commercial lending and treasury management services. Forrest holds a strong background in financial analysis, portfolio management, and customer relationship management, consistently improving the financial well-being of his clients.
In this episode, Ryan and Forrest Mann discuss:
- Fraud prevention in business operations
- Banking tools for business owners
- Loan options and processes available to businesses
- Building relationships with local banks
Key Takeaways:
- Implementing dual-factor authentication, avoiding sharing critical login information, and setting up individualized online banking profiles are essential measures that business owners can take to prevent fraud and protect their operations.
- Business owners should leverage treasury management services and tools like Positive Pay to prevent fraud, especially with paper checks, which are a common target for fraudulent activities, thereby safeguarding their financial transactions.
- Businesses have access to a variety of loan options that can provide essential funding for different operational needs and growth opportunities.
- Building a relationship with a local banker is crucial as it can lead to more personalized and efficient service, especially when it comes to resolving issues and securing funding for business operations.
"We really encourage that relationship with your local branch, especially when it comes to dealing with fraud and different things like that, as it can be really vital." — Forrest Mann
Connect with Forrest Mann:
Website: https://www.enterprisebank.com/
Email: fmann@enterprisebank.com
LinkedIn: https://www.linkedin.com/in/forrest-mann/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Ralph Tommaso: Ralph Tommaso is an expert in business debt management and currently serves as the Vice President of Marketing at First Choice Debt Solutions. With a career dedicated to helping business owners reduce and restructure merchant cash advances, vendor, and credit card debt, Ralph's expertise spans cash flow forecasting, debt negotiation, loan modifications, and credit repair. Based in Somerville, New Jersey, he leads businesses toward financial stability through strategic debt management solutions.
In this episode, Ryan and Ralph Tommaso discuss:
- Financial challenges for small businesses
- Strategies for managing business debt
- Importance of creditworthiness and financing options
- Technological advancements in business operations
Key Takeaways:
- Small businesses often face financial challenges due to high-interest merchant cash advances, which can create a cycle of debt that requires careful management and negotiation with lenders to ensure sustainable repayment terms.
- Knowing your numbers is crucial; business owners must understand their profit margins and overall financial health to avoid selling more receivables than they can afford and to communicate effectively with creditors.
- Improving creditworthiness is essential for qualifying for traditional financing; this involves addressing underlying issues that prevent access to better financial products like business lines of credit or SBA loans.
- Leveraging technology and AI models can provide new opportunities for business growth and efficiency, helping businesses navigate the constantly evolving market landscape.
"Failure is usually just a good way of learning some lessons of not to do again." — Ralph Tommaso
Connect with Ralph Tommaso:
Website: https://firstchoicedebtsolutions.org/
Email: ralph@firstchoicedebtsolutions.org
LinkedIn: https://www.linkedin.com/in/ralphtommaso/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Margaret Burke: Margaret Burke, the President and Founder of MB Law Firm Consulting, LLC™, is a seasoned expert with an extensive background in empowering law firms to reach their highest potential. With decades of experience, she has been a trusted consultant to lawyers, Partners, and small to midsize law firms, specializing in optimizing operations, finance, HR, IT, and business development. Margaret's remarkable track record includes successfully leading acquisitions, relocations, succession planning, and restructuring initiatives, as well as pioneering start-ups in the legal industry. Her passion for partnering with law firm leaders is evident in her dedication to helping each practice achieve its goals, while her love for challenges and insatiable thirst for knowledge ensures her clients receive the very best guidance and support.
In this episode, Ryan and Margaret Burke discuss:
- Assisting law firms in times of growth, challenges, and integration
- Streamlining law firm operations to relieve overwhelm and chaos
- Strategic planning for law firms' successful growth and development
- Challenges and strategies for seamless mergers and acquisitions
Key Takeaways:
- Law firms often struggle with managing finances, efficiency, and growth, causing stress for founders, but hiring specialized business and finance professionals can lead to effective solutions and sustainable profitability.
- Margaret specializes in transforming chaotic law firm situations into efficient systems through assessments, actionable recommendations, and hands-on implementation support, helping overwhelmed founders and their teams regain control and focus on their core responsibilities.
- Strategic planning and addressing acute needs immediately are essential for law firms to achieve successful growth, as financial management, people, and culture play crucial roles in building a solid foundation for sustainable expansion.
- Law firm integration can be a challenging process, but with an experienced advisor and ongoing communication, conflicts can be resolved, relationships developed, and a successful merger can be achieved.
"Law firms can be like a family. It's an industry that tends to have a big heart for people who work at the firm. They care about their people, and they would really benefit from an unbiased individual coming in to identify if someone is unable to fulfill what they're being asked to do." — Margaret Burke
Connect with Margaret Burke:
Website: https://www.mblawconsulting.com/
Email: margaret@mblawconsulting.com
LinkedIn: linkedin.com/in/margaret-t-burke
Facebook: https://www.facebook.com/MBLawFirmConsultingLLC
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Steve Fretzin: Steve Fretzin is a renowned coach, skills trainer, and keynote speaker in the legal industry. With almost two decades of experience, he has dedicated his career to helping lawyers achieve their full potential in business development and succeed in their law practices. As a frequent media contributor, Steve has written four books on legal marketing and business development, hosts the highly-rated podcast "BE THAT LAWYER," and has been featured in numerous publications, including the Chicago Tribune, Crain’s, and Entrepreneur.com. He offers customized coaching and training programs to highly motivated lawyers, helping them become confident, organized, and skilled rainmakers. Through his MBA-level program and peer advisory roundtables, Steve has a proven track record of dramatically boosting lawyers' incomes, with many of his clients doubling or tripling their existing business in just 12-16 months.
In this episode, Ryan and Steve Fretzin discuss:
- How a business development coach can greatly benefit the marketing department and small business owners.
- Accelerating growth through skills and methods training in a structured environment.
- Evaluating factors for suitability as a coaching client for personal or business growth.
- The benefits of a peer group for business owners to achieve growth and improvement.
Key Takeaways:
- Steve helps individual attorneys achieve rapid business growth with optimal results through a combination of mindset, training, and coaching that emphasizes accountability, relationship building, and specialized skill development.
- Finding a good fit with a coach involves focusing on personality fit, expertise, and approach, auditing classes, and seeking recommendations from previous clients.
- As a business development coach, Steve helps lawyers improve relationships and grow business through planning, execution, and performance improvement in a typical coaching period of 6 to 8 months.
- Furthermore, Steve steps into a facilitator role rather than a trainer and helps them progress to the next level by moving them to a peer group where they work with other successful business owners and are held accountable.
"Lawyers are a group of wonderful people. They're noble people and they aren't really being taught something that's so critical to their freedom, control, and balance in their lives. And here I have all the keys to the kingdom. I just have to find ambitious, hungry attorneys that want to learn. And when I do, magic happens and we all end up being in a wonderful place." — Steve Fretzin
Connect with Steve Fretzin:
Website: https://www.fretzin.com/
Email: steve@fretzin.com
Book: https://www.amazon.com/Books-Steve-Fretzin/s?rh=n%3A283155%2Cp_27%3ASteve+Fretzin
Show: https://podcasts.apple.com/us/podcast/be-that-lawyer/id1498488978
YouTube: https://www.youtube.com/user/SalesResultsInc
LinkedIn: https://www.linkedin.com/in/stevefretzin/
Twitter: https://twitter.com/stevefretzin
Facebook: https://www.facebook.com/salesresults/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Kenny Harper: Kenny Harper is a dedicated Fractional Chief Marketing Officer at Growth Amplifiers, specializing in empowering businesses nationwide to achieve peak performance through systematic optimization, team enhancement, and enhanced customer experiences. As a data-driven growth advisor, Kenny's innovative approach goes beyond conventional strategies, helping B2B professionals create tailored frameworks for predictable revenue. With a mission to enable small business owners and advisors, Kenny guides clients towards consistent, sustainable growth, emphasizing the importance of understanding target audiences and refining brand positioning.
In this episode, Ryan and Kenny Harper discuss:
- The power of shifting mindsets in marketing and sales for small business success
- Authentic approach to sales and business growth
- Maximizing returns on marketing and sales efforts for small business owners
- The three pillars of consistent and profitable marketing strategies
Key Takeaways:
- The key to entrepreneurial success lies in understanding that effective marketing is not just advertising but rather communicating your value, while sales is not about pushing products but genuinely addressing people's challenges and needs with authenticity and empathy.
- In successful business interactions, genuine connections and alignment of missions make the sales process feel more like a meaningful conversation, and breaking free from limiting habits can unlock untapped potential for growth and success.
- Maximize returns on marketing and sales efforts with a documented customer value journey, actionable metrics, and effective tools and tactics.
- Refine your marketing to attract ideal customers, eliminate bottlenecks, and optimize your strategy for consistent, profitable results.
"Sometimes we need to take a step back and assess where we're at compared to where we'd want to be. Sometimes we need to see what, what is our blind spot? Everyone has one. We can all get tunnel vision. And sometimes we need that fresh perspective to challenge our thinking. And have us maybe get out of our comfort zone because we can easily fall for those patterns of behavior that can get us only so far. And if we want new results, we've got to take new actions." — Kenny Harper
Connect with Kenny Harper:
Email: kenny@growthamplifiers.com
Website: http://growthamplifiers.com/
LinkedIn: https://www.linkedin.com/in/kennyharper/
Free Double Your Results Workshop: https://growthamplifiers.com/success/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Charley Mann: Charley Mann is the founder of Law Firm Alchemy and the host of the "They Don't Teach This in Law School™️" podcast. He specializes in helping law firm owners enhance their entrepreneurial skills, particularly in marketing and leadership. Charley's coaching and courses are designed to break growth plateaus and accelerate the success of law firms. With over 13 years of experience exclusively in the legal industry, Charley has developed the 7 Stages of Law Firm Leadership, a roadmap to transform firms into high-profit, efficient businesses
In this episode, Ryan and Charley Mann discuss:
- Entrepreneurial skill development for law firm owners
- The importance of relationship building in business growth
- Implementing effective referral playbooks
- Tracking key business metrics for law firms
Key Takeaways:
- Developing an entrepreneurial mindset and skill set is crucial for law firm owners to move beyond their traditional roles and achieve greater success in managing and growing their firms.
- Building and maintaining strong professional relationships can significantly enhance a law firm's reputation, leading to more referrals, business opportunities, and community impact.
- Implementing a referral playbook with consistent strategies like monthly newsletters and regular meetups can help maintain and grow a client base, ensuring steady business growth.
- Regularly tracking essential business metrics such as new client acquisitions, case progressions, and closures helps identify issues early, enabling law firms to maintain overall health and ensure steady growth.
"I'm not here to tell you ‘this is exactly who you are. This is exactly what you want to be. ‘ You have to want to be it." — Charley Mann
Connect with Charley Mann:
Website: https://www.lawfirmalchemy.com/
Email: charley@lawfirmalchemy.com
Book: https://www.lawfirmalchemy.com/referralplaybook
Show: They Don't Teach This in Law School: https://podcasts.apple.com/us/podcast/they-dont-teach-this-in-law-school/id1640557971
LinkedIn: https://www.linkedin.com/in/charleymann/
Facebook: https://www.facebook.com/lawfirmalchemy
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Scott Beebe: Scott Beebe is the founder of MyBusinessOnPurpose.com and author of "Let Your Business Burn: Stop Putting Out Fires, Discover Purpose, And Build A Business That Matters." With a mission to liberate small business owners from chaos, Scott established Business On Purpose and developed the Business On Purpose Roadmap to provide clarity and vision for their success. As a business coach, trainer, and strategist, he specializes in articulating vision stories, drafting crucial business roadmaps, refining infrastructure, and ensuring implementation. Through his coaching framework, "Four Steps To Business Freedom," Scott empowers entrepreneurs to build the systems and processes necessary for business liberation.
In this episode, Ryan and Scott Beebe discuss:
- Transforming business chaos into clarity
- Navigating business growth and legacy building
- Maximizing financial efficiency and minimizing debt for small businesses
- Optimizing business advisory relationships
Key Takeaways:
- Liberating business owners from chaos to prioritize what truly matters requires a journey akin to climbing three distinct mountains: installing tools in Base Camp, implementing strategies on the First Mountain, and navigating personalized leadership and legacy planning on the mysterious Second Mountain.
- Transitioning from firefighting to strategic leadership demands not only mastering tools and strategies but also embracing a transformative journey tailored to individual needs, where clarity, guidance, and collaboration with trusted advisors pave the way to enduring success and legacy.
- By subdividing bank accounts and adopting a profit-first approach, businesses can tangibly demonstrate ROI to clients, manage cash flow efficiently, and even mitigate debt, offering a simple yet powerful financial strategy.
- Establishing a board of advisors composed of key professionals like CPAs and attorneys, and structuring regular meetings with them, not only provides peace of mind and expert guidance but also yields substantial returns on investment by optimizing financial strategies and decision-making.
"We have a common enemy and our name for that common enemy is chaos." — Scott Beebe
Connect with Scott Beebe:
Website: https://www.mybusinessonpurpose.com/
Email: scott@mybusinessonpurpose.com
Book: Let Your Business Burn: Stop Putting Out Fires, Discover Purpose, And Build A Business That Matters: https://www.amazon.com/Let-Your-Business-Burn-Discover/dp/1090149751
https://podcasts.apple.com/us/podcast/my-business-on-purpose/id969222210
Show: https://podcasts.apple.com/us/podcast/my-business-on-purpose/id969222210
LinkedIn: https://www.linkedin.com/in/scottebeebe/
Facebook: https://www.facebook.com/scott.beebe1
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Jaime Rodriguez: Jaime Rodriguez is the Founder and CEO of Paralledger, a specialized bookkeeping service for law firms, and also serves as the Curriculum Manager for Bookkeepers.com. His expertise in financial management earned him a speaking opportunity at the prestigious BKX conference, where he shared insights crucial to bookkeeping professionals. Jaime extends his impact beyond his company by hosting webinars for the Digital Bookkeeper Association, fostering growth and knowledge within the bookkeeping community. Passionate about guiding businesses to success, he leverages his venture capital background and keen investment interest to provide strategic financial insights that drive growth and prosperity for his clients.
In this episode, Ryan and Jaime Rodriguez discuss:
- Navigating career transitions
- Challenges in law firm bookkeeping
- The vital role of bookkeeping in small businesses
- Building a comprehensive financial team for small businesses
Key Takeaways:
- Boldly taking risks, even with minimal resources, can lead to unexpected opportunities and long-term success, emphasizing the importance of determination and adaptability.
- Law firms require specialized bookkeeping services to navigate complex trust accounting regulations and maintain financial integrity, highlighting the critical role of industry-specific expertise in professional services.
- Bookkeepers play a critical role in day-to-day operations, catching financial issues faster and providing peace of mind for business owners overwhelmed with multiple responsibilities.
- Establishing a comprehensive financial team early on, including bookkeepers, CFOs, tax preparers, and retirement planners, not only ensures financial stability but also fosters long-term success and growth for businesses of all sizes.
"Having a good fit (in bookkeeping) is crucial, even for the business owner. If you don't like your bookkeeper, even if they're the best bookkeeper in the world, then it's not going to work, and that goes vice versa." — Jaime Rodriguez
Connect with Jaime Rodriguez:
Website: https://paralledger.com/
Email: jaime@paralledger.com
Book: Jaime's book, "Beyond the Numbers," is coming out this July.
LinkedIn: https://www.linkedin.com/in/jaimeatparalledger/
Facebook: https://www.facebook.com/jaimeatparalledger
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Arya Firoozmand: Arya Firoozmand is a dynamic legal professional and entrepreneur, making significant contributions to the legal industry as the co-founder and CEO of Overture Law. With a focus on nationwide attorney networking, Arya has built a remarkable private attorney network that facilitates ethical referrals and fee-sharing among legal professionals. His passion for connecting attorneys across state lines has revolutionized the legal landscape, enabling lawyers to better serve their clients. Additionally, Arya's expertise extends to business litigation, particularly in representing various industries in complex legal disputes. He is also currently at the forefront of BizCounsel's General Counsel program, an innovative membership plan tailored to meet clients' ongoing legal needs.
In this episode, Ryan and Arya Firoozmand discuss:
- Connecting solo and small law firms for efficient referrals and client service
- Creating opportunities for revenue and advisory relationships through a vetted attorney network
- A seamless process for referring attorneys to find suitable attorneys for their clients' cases
- Fairness and transparency in facilitating referral fees for attorneys in contingency cases
Key Takeaways:
- Overture connects independent attorneys in a trusted network, allowing them to refer clients to each other, build lifelong relationships, and become trusted advisors across different areas of law, fostering a sense of community and generating new revenue streams.
- Overture's vetted attorney network ensures that when attorneys refer clients within the network, they can have confidence that their clients will receive quality legal representation, leading to exceptional client experiences, increased trust, and long-term professional success.
- The Overture Law platform facilitates attorney referrals, allowing referring attorneys to post referrals, review profiles of interested attorneys, and choose the best fit for their clients, ensuring fairness and transparency in the process.
- The platform prioritizes high-quality referrals from attorneys and offers a robust network without any upfront fees, providing a reliable platform for attorneys to connect, share referrals, and grow their practices.
"We want to build a community where everyone says, ‘Hey, we believe in the same values of customer service and client service, regardless of what firm you're in.’ So even though everyone is independent, we don't take away anyone's independence to be a part of the network." — Arya Firoozmand
Connect with Arya Firoozmand:
Website: https://overture.law
Email: afiroozmand@overture.law
LinkedIn: https://www.linkedin.com/in/arya-firoozmand-esq-7341b647/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Christopher Small: Christopher Small is the owner of CMS Law Firm LLC, specializing in estate planning, and Big Bird Accounting, focusing on bookkeeping. Originally from a small town in Kansas, he graduated from the University of Kansas and has been practicing law since 2005. After running a successful criminal defense and personal injury firm for six years, he transitioned to estate planning and probate, growing his firm into a seven-figure business. Passionate about systems, marketing, and client service, Christopher launched Big Bird Accounting to provide better bookkeeping services, driven by his dedication to helping business owners understand and utilize their financial records effectively.
In this episode, Ryan and Christopher Small discuss:
- Revolutionizing bookkeeping services
- Maximizing business growth through effective financial management
- Implementing effective financial reporting practices
- Tailoring accounting solutions to enhance business performance
Key Takeaways:
- Chris's journey from law to accounting underscores the importance of tailored, client-focused services, while his emphasis on systems and client communication reflects a dedication to enhancing business operations.
- By prioritizing structured follow-up systems and personalized client service, Big Bird Accounting not only ensures accurate financial reporting but also empowers business owners to make informed decisions and achieve sustainable growth.
- In small businesses, ensuring accurate financial reporting requires upfront investment in understanding business needs and categorizing expenses appropriately, fostering a culture of proactive communication with clients to align financial strategies with business objectives.
- Customizing bookkeeping practices to include detailed categorization of expenses, regular variance analysis, and timely reporting not only enhances financial visibility but also empowers business owners to make informed decisions and drive sustainable growth.
"People are paying me to provide a service. It's my job to figure out how to get the information from you that we need to provide that service." — Christopher Small
Connect with Christopher Small:
Website: https://bigbirdaccounting.com
Email: chris@bigbirdaccounting.com
Show: Business Tax & Accounting Secrets (Who's Your Bookkeeper): https://podcasts.apple.com/us/podcast/business-tax-accounting-secrets/id1465832495
LinkedIn: https://linkedin.com/in/smallchristopher
Facebook: https://facebook.com/chris.m.small
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Bret Siebert: Bret Siebert is a Michigan-based Professional Fractional Integrator offering business coaching and COO services for companies self-implementing Entrepreneurial Operating System (EOS) or working with an EOS Implementer. Bret has helped multiple business owners get traction toward profitability, focusing on people and processes and following a plan. His expertise spans diverse sectors, including healthcare, pharmaceuticals, education, religious institutions, non-profit groups, wholesale, and shooting sports. Bret seamlessly blends remote and on-site services to cater to the unique needs of each business owner, ensuring a harmonious integration of EOS principles for optimal results.
In this episode, Ryan and Bret Siebert discuss:
- Optimizing small businesses through EOS implementation
- Navigating business growth challenges
- Leveraging fractional experts and setting clear goals for 2024
- The transformative power of regular clarity breaks in business
Key Takeaways:
- In just 90 days, Bret dives deep into understanding the CEO's vision, identifying and addressing people issues and operational inefficiencies, ultimately sculpting a strategic roadmap using the EOS framework to transform chaos into a smoothly-operating business.
- Navigating the visionary ambitions of business owners, the challenge lies in aligning grand visions with realistic timelines, emphasizing the crucial role of strategic planning and system implementation to ensure not just growth, but a sustainable legacy, where profits are intimately tied to the efficiency of documented processes.
- For business success, prioritize cross-training and building a capable leadership team, recognizing the need for experts in key areas; engage with fractional specialists early, focus on financial readiness, and dedicate time to envision 2024 goals, working backward to create a comprehensive roadmap for success.
- The key to business success lies in regularly taking dedicated "clarity breaks," where business owners spend undistracted time alone, reflecting on their vision and goals, aligning their actions with the original passion that drove them, and ensuring that their business operations adapt to any shifts in their vision—a practice essential for sustained happiness and optimal business performance.
"The idea is to tell my clients that hopefully, they get people on their leadership team who are better than them in a particular area. They won't be a wizard of finance, so they should bring a wizard of finance onto their leadership team. They don't know everything about operations. They did really well to get to this point. But let's bring someone who is like a killer in operations so that they can really get traction and be like a rocket ship, shooting out." — Bret Siebert
Connect with Bret Siebert:
Email: bret@helpthevisionary.com
Website: https://www.helpthevisionary.com
LinkedIn: https://www.linkedin.com/in/bret-siebert-94387a4
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Patrick Carver: Patrick Carver is a Missouri native with over a decade of experience in digital marketing. After his successful tenure as Digital Marketing Manager at DICK'S Sporting Goods, a Fortune 500 company, he founded Constellation Marketing, a full-service agency catering exclusively to law firms. Driven by his personal experience of witnessing his father's firm struggle due to ineffective marketing, Patrick and his team at Constellation Marketing have transformed the fortunes of over 50 law firms by consistently generating high-value clients from Google. With a 100% proven strategy, case studies, and a commitment to transparency, Patrick offers a unique proposition by working exclusively with law firms, ensuring no conflicts of interest with competitors, and delivering impressive results without requiring long-term contracts.
In this episode, Ryan and Patrick Carver discuss:
- Measuring the marketing ROI for law firms to assess the effectiveness of strategies
- Accurate marketing measurement for law firms and small businesses through tracking and reconciliation
- Common mistakes in working with marketing firms
- Optimizing marketing strategies for law firms and small businesses
Key Takeaways:
- Law firms face challenges in assessing marketing effectiveness due to limited data, but by analyzing client lists, estimating lead sources, and using tools like What Converts for tracking, they can gain valuable insights to evaluate ROI and make informed marketing decisions.
- It is crucial for law firms and small businesses to prioritize having robust software for tracking and analyzing marketing data, as well as implementing a reconciliation system to accurately measure the success and ROI of their marketing efforts, in order to make informed decisions and avoid costly mistakes driven by assumptions and unreliable metrics.
- When partnering with a marketing firm, it's wise to steer clear of lengthy contracts, rely on the professionals' know-how, and find a middle ground between comprehending their tactics and granting them flexibility to adapt in the ever-changing marketing world.
- Effective marketing strategies like advertising and SEO can deliver substantial returns, ranging from four to twenty times the initial investment, resulting in boosted revenue, long-term value, and a thriving, profitable business.
"I think a lot of the time, it's just that people start out with good intentions and just don't execute a lot of the time. And so, the longer you're kind of going off those level decisions and sentiments to drive your business decisions, the more opportunities for mistakes can happen. Or at least, it reduces your ability for growth potential and success." — Patrick Carver
Connect with Patrick Carver:
Website: goconstellation.com
Email: patrick@goconstellation.com
LinkedIn: https://www.linkedin.com/in/patrickacarver/
Facebook: https://www.facebook.com/goconstellation
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Scott Reib: Scott Reib, America's Legal Coach, is a seasoned attorney with over two decades of experience and the official Zig Ziglar Small Business Lawyer. He pioneers a paradigm shift in legal services, advocating for treating lawyers as primary care providers rather than emergency room solutions. As the CEO of REIBLAW, Scott introduces innovative approaches like the Access Plan and the Shatterproof Business Audit, making legal advice accessible and affordable for entrepreneurs. Recognized for his excellence, he was named to the Million Dollar Advocates Forum and has received accolades such as Best Estate Planning Firm by Go Pages Magazine. On stage or online, Scott empowers business owners to build lasting ventures with his legal expertise and visionary strategies.
In this episode, Ryan and Scott Reib discuss:
- Building a shatterproof business
- Unlocking success with recurring revenue
- Importance of a subscription model for legal services
- Eight critical questions to ask before signing contracts
Key Takeaways:
- Building a shatterproof business involves transitioning from traditional legal practices to a recurring revenue model across six key phases, emphasizing the importance of establishing a strong foundation, brand, marketing system, sales process, recurring revenue streams, and legacy planning.
- Implementing a recurring revenue model not only stabilizes cash flow but also fosters stronger client relationships, enabling businesses to prioritize value delivery over billable hours and ensuring sustainability while maintaining profitability.
- Implementing a subscription model can foster a proactive approach to legal services, providing affordable and accessible support to small business owners, thereby enabling them to focus on growth and expansion.
- By asking targeted questions and thoroughly analyzing contracts, business owners can mitigate risks, avoid signers' remorse, and maintain control over their business operations, ultimately leading to smoother transactions and fewer legal headaches.
"I want to get in front of more people so I can help them where they are. And then get them where they can join me on this journey of shatter proofing." — Scott Reib
Connect with Scott Reib:
Website: https://www.reiblaw.com/
Email: scottr@reiblaw.com
Book: 5 Proven Strategies To Shatterproof Your Business: https://www.amazon.com/Proven-Strategies-Shatterproof-Your-Business-ebook/dp/B01N4QXSMO
Show: The Shatterproof Entrepreneur: https://podcasts.apple.com/us/podcast/the-shatterproof-entrepreneur/id1728985231
LinkedIn: https://www.linkedin.com/in/thescottreib/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About HR Huntsman: HR Huntsman, founder of Leader’s Edge, is a business and leadership expert with over three decades of experience. He is renowned as a keynote speaker, organizational strategist, author, executive coach, and consultant. Through Leader’s Edge, HR channels his passion for nurturing leaders, especially the young, drawing from his personal journey of triumph over childhood adversities to establish impactful organizations. He empowers leaders to transcend daily firefighting, cultivate accountable teams, and strategically grow their businesses by offering transformative insights and leveraging the Leader's Edge Performance Engine and Leader's Edge University.
In this episode, Ryan and HR Huntsman discuss:
- Unlocking leadership potential amidst adversity
- Building strong leadership infrastructures
- Balancing leadership and specialization in team dynamics
- Unblocking growth with strategic leadership support
Key Takeaways:
- Beginning with a childhood marked by adversity, including familial dysfunction and loss, HR's journey towards becoming a leader and mentor underscores the transformative power of positive role models and the pursuit of meaningful change, ultimately leading to a lifelong dedication to building impactful organizations and nurturing future leaders.
- When businesses face challenges of rapid growth, the critical need for strong leadership infrastructure becomes apparent, highlighting the essential role of developing leaders within departments to navigate expansion effectively, mitigate turnover, and ensure sustainable success.
- Transitioning from expert to leader can be challenging, revealing a gap between individual skill and leadership demands, suggesting a need for thoughtful promotion strategies and skill development to maintain productivity and avoid setbacks.
- Leaders facing stagnation or challenges should embrace seeking outside perspectives and guidance, recognizing that asking for help demonstrates wisdom and strength, fostering opportunities for growth and strategic development in navigating complex business landscapes.
"Don't be afraid to reach out for help. That's not a weakness. That's wisdom." — HR Huntsman
Connect with HR Huntsman:
Website: www.yourleadersedge.com
Email: hr@yourleadersedge.com
LinkedIn: www.linkedin.com/in/hr-huntsman
Facebook: https://www.facebook.com/YourLeadersEdge
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Chad Jenkins: Chad Jenkins is a visionary entrepreneur renowned for transforming businesses and driving remarkable returns. With over 40 high-growth companies under his belt and a track record of successful Growth Partnerships, he's reshaped industries through his groundbreaking methods. Through his company, SeedSpark, he empowers others through Growth Collaboration Partnerships and the SeedSpark Growth Academy, embodying his principles of the Growth FlyWheel approach, including the acclaimed Just Add A Zero methodology outlined in his latest book. Chad's relentless pursuit of growth, combined with his strategic collaborations, continues to redefine success in the entrepreneurial landscape.
In this episode, Ryan and Chad Jenkins discuss:
- The power of "Just Add A Zero"
- Leveraging friction as opportunity
- Transforming standard operating procedures into playbooks
- How naming intellectual property boosts business valuation
Key Takeaways:
- Chad's journey from childhood curiosity to serial value creator unveils the power of thinking unconventionally and adding a zero upfront to magnify outcomes exponentially.
- Harnessing the power of "unless" in problem-solving meetings can unlock hidden solutions and pave the way for transformative outcomes, as seen in the example of streamlining sales teams with remarkable success.
- Identifying and addressing friction points within industries not only creates value but also opens up opportunities for innovation and differentiation, ultimately leading to substantial business growth.
- Giving names to the unique processes and intellectual property within your business not only streamlines operations but also lays the groundwork for scalable products, services, and increased business valuation.
"When I added that zero, it forced me. I had no other option—to think unconventionally." — Chad Jenkins
Connect with Chad Jenkins:
Website: https://seedspark.com/ & https://chadtjenkins.com/
Email: chad.jenkins@seedspark.com
Book: Just Add a Zero: Remove the Film, Outperform your Competition, and Grow Exponentially through Collaboration: https://www.justaddzero.com/
LinkedIn: https://www.linkedin.com/in/chadtjenkins/ & https://www.linkedin.com/company/seedspark/
Facebook: https://www.facebook.com/SeedSpark/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Scott Beebe: Scott Beebe is the founder of MyBusinessOnPurpose.com and author of "Let Your Business Burn: Stop Putting Out Fires, Discover Purpose, And Build A Business That Matters." With a mission to liberate small business owners from chaos, Scott established Business On Purpose and developed the Business On Purpose Roadmap to provide clarity and vision for their success. As a business coach, trainer, and strategist, he specializes in articulating vision stories, drafting crucial business roadmaps, refining infrastructure, and ensuring implementation. Through his coaching framework, "Four Steps To Business Freedom," Scott empowers entrepreneurs to build the systems and processes necessary for business liberation.
In this episode, Ryan and Scott Beebe discuss:
- Transforming business chaos into clarity
- Navigating business growth and legacy building
- Maximizing financial efficiency and minimizing debt for small businesses
- Optimizing business advisory relationships
Key Takeaways:
- Liberating business owners from chaos to prioritize what truly matters requires a journey akin to climbing three distinct mountains: installing tools in Base Camp, implementing strategies on the First Mountain, and navigating personalized leadership and legacy planning on the mysterious Second Mountain.
- Transitioning from firefighting to strategic leadership demands not only mastering tools and strategies but also embracing a transformative journey tailored to individual needs, where clarity, guidance, and collaboration with trusted advisors pave the way to enduring success and legacy.
- By subdividing bank accounts and adopting a profit-first approach, businesses can tangibly demonstrate ROI to clients, manage cash flow efficiently, and even mitigate debt, offering a simple yet powerful financial strategy.
- Establishing a board of advisors composed of key professionals like CPAs and attorneys, and structuring regular meetings with them, not only provides peace of mind and expert guidance but also yields substantial returns on investment by optimizing financial strategies and decision-making.
"We have a common enemy and our name for that common enemy is chaos." — Scott Beebe
Connect with Scott Beebe:
Website: https://www.mybusinessonpurpose.com/
Email: scott@mybusinessonpurpose.com
Book: Let Your Business Burn: Stop Putting Out Fires, Discover Purpose, And Build A Business That Matters: https://www.amazon.com/Let-Your-Business-Burn-Discover/dp/1090149751
https://podcasts.apple.com/us/podcast/my-business-on-purpose/id969222210
Show: https://podcasts.apple.com/us/podcast/my-business-on-purpose/id969222210
LinkedIn: https://www.linkedin.com/in/scottebeebe/
Facebook: https://www.facebook.com/scott.beebe1
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Jaime Rodriguez: Jaime Rodriguez is the Founder and CEO of Paralledger, a specialized bookkeeping service for law firms, and also serves as the Curriculum Manager for Bookkeepers.com. His expertise in financial management earned him a speaking opportunity at the prestigious BKX conference, where he shared insights crucial to bookkeeping professionals. Jaime extends his impact beyond his company by hosting webinars for the Digital Bookkeeper Association, fostering growth and knowledge within the bookkeeping community. Passionate about guiding businesses to success, he leverages his venture capital background and keen investment interest to provide strategic financial insights that drive growth and prosperity for his clients.
In this episode, Ryan and Jaime Rodriguez discuss:
- Navigating career transitions
- Challenges in law firm bookkeeping
- The vital role of bookkeeping in small businesses
- Building a comprehensive financial team for small businesses
Key Takeaways:
- Boldly taking risks, even with minimal resources, can lead to unexpected opportunities and long-term success, emphasizing the importance of determination and adaptability.
- Law firms require specialized bookkeeping services to navigate complex trust accounting regulations and maintain financial integrity, highlighting the critical role of industry-specific expertise in professional services.
- Bookkeepers play a critical role in day-to-day operations, catching financial issues faster and providing peace of mind for business owners overwhelmed with multiple responsibilities.
- Establishing a comprehensive financial team early on, including bookkeepers, CFOs, tax preparers, and retirement planners, not only ensures financial stability but also fosters long-term success and growth for businesses of all sizes.
"Having a good fit (in bookkeeping) is crucial, even for the business owner. If you don't like your bookkeeper, even if they're the best bookkeeper in the world, then it's not going to work, and that goes vice versa." — Jaime Rodriguez
Connect with Jaime Rodriguez:
Website: https://paralledger.com/
Email: jaime@paralledger.com
Book: Jaime's book, "Beyond the Numbers," is coming out this July.
LinkedIn: https://www.linkedin.com/in/jaimeatparalledger/
Facebook: https://www.facebook.com/jaimeatparalledger
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Mike Payne: Mike Payne is a highly skilled transactional lawyer and CPA, as well as the Founder and CEO of BOSS Advisors, a revolutionary hybrid law firm and accounting firm based in Arizona. With over 17 years of experience working with business owners, individuals, and nonprofit organizations, Mike is an expert in providing clients with legal, tax, accounting, and payroll solutions to help them succeed from startup to growth to sale. As a proud father of five beautiful children, Mike is passionate about helping local businesses and their owners and families, as well as nonprofit organizations nationwide. He was awarded the Rising Stars designation of top-rated practicing attorneys selected through extensive evaluation in 2022.
In this episode, Ryan and Mike Payne discuss:
- The unique business structure and legal subscription service provided by BOSS Advisors in Arizona and the legal documents and entity structure that small business owners and startups need to protect themselves
- The benefits of a legal subscription for small business owners to protect their businesses proactively and save money in the long run
- The importance of value-pricing in small businesses and service-based businesses to increase profits, reduce costs, and protect against litigation
- The significance of hiring a business coach and building a team of advisors to improve personal and business performance as a business owner
Key Takeaways:
- BOSS Advisors is a company that provides small business owners with a wide range of services including legal, accounting, and tax, to aid in informed decision-making, risk mitigation, and tax saving, and also offers a legal subscription service with pre-approved legal documents for varied business requirements.
- Some small business owners skip working with lawyers due to high costs, but subscribing to a legal service with regular meetings can prevent costly legal problems.
- Choosing a value-based pricing strategy that meets client needs can boost profits and reduce legal risks and emotional strain while maintaining a positive company culture.
- Investing in oneself as a business owner through hiring a business coach and surrounding oneself with a good team of advisors pays dividends, improves personal and business performance, and helps navigate the painful parts of the process more quickly.
"If you're subscribing to Netflix and you watch a hundred movies or two, you're gonna pay the same price. And that's how our legal subscription works as well." — Mike Payne
Connect with Mike Payne:
Website: https://www.bossadv.com/
Email: mike@bossadv.com
LinkedIn: https://www.linkedin.com/in/michaelpaynejdcpa/
Facebook: https://www.facebook.com/bossadvisorsaz
Jared Greer’s ‘Greer Method’: https://greermethod.com/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Chelsea Taylor-Sturkie
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Dr. Jean Oursler: Dr. Jean Oursler, renowned as "The Results Queen," is the visionary behind the transformative Caveman Brain: Business Growth System. With a Ph.D. in Business Psychology and extensive experience as an entrepreneur and facilitator for esteemed organizations, she has generated over $2B in revenue. Jean's dynamic coaching style, rooted in accountability and a "You-Centered" approach, consistently delivers remarkable outcomes, evidenced by her clients' 25% increase in new business development with just 5 hours a week. Her pioneering work, including the Caveman Brain Domination System, reflects her commitment to empowering businesses of all sizes and industries to achieve success.
In this episode, Ryan and Dr. Jean Oursler discuss:
- The intersection of operational efficiency and financial success
- The power of numbers and strategic decision-making
- Embracing change for business growth
- Strategic business growth beyond numbers
Key Takeaways:
- Business owners often overlook the connection between operational efficiency and financial success, but addressing inefficiencies in operations can lead to exponential growth opportunities, making it crucial to not only focus on growth aspirations but also on optimizing internal processes for sustainable success.
- Understanding and leveraging your business's numbers can be the key to unlocking exponential growth, but overcoming the fear of change and implementing necessary strategies is equally essential for a successful leap into business expansion.
- Embrace change and develop adaptive habits early in your business journey to navigate growth seamlessly, as resisting change becomes more challenging with increasing business size.
- Defining and integrating core values into all aspects of business operations not only fosters a strong company culture but also serves as a guiding light for hiring, decision-making, and sustained growth, ultimately positioning businesses for long-term success and resilience.
"I find that once they find their core values, companies fly in terms of growth and getting better because they have the right people in the right seats. They know who their target client should be because they know with whom they should be working with." — Dr. Jean Oursler
Connect with Dr. Jean Oursler:
Website: https://www.eosworldwide.com/drjean-oursler & https://cavemanbrain.com/
Email: joursler@jaldenco.com
YouTube: https://www.youtube.com/channel/UCSFm4IqVwmKfPQmCb5O4c6Q
LinkedIn: https://www.linkedin.com/in/jeanoursler/
Facebook: https://www.facebook.com/cavemanbrain
Instagram: https://www.instagram.com/jean_the_results_queen/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Jennifer Novak: Jennifer Novak is a seasoned attorney specializing in water quality, water rights, environmental enforcement matters, land use, endangered species, litigation, remediation, and natural resources. With over two decades of experience, she has become a respected figure in the field, representing a diverse range of clients from Fortune 500 companies to retirees. As the Immediate Past Chair of the California Lawyers Association Environmental Law Section, Jennifer is dedicated to demystifying environmental laws, providing comfort to clients facing legal challenges, and ensuring a fair regulatory process for those committed to compliance. She holds a Juris Doctor from the University of California, Davis, King Hall School of Law, and has contributed to legal publications such as Los Angeles Lawyer Magazine.
In this episode, Ryan and Jennifer Novak discuss:
- The delicate balance between overregulation and under-regulation in environmental law
- Protecting business interests in environmental compliance
- Navigating the complexities of environmental liability
- Strategic environmentalism for businesses
Key Takeaways:
- Born into a legal environment where women in law were a rarity, Jennifer navigated a decade defending government agencies, developing a unique perspective on balancing industrial needs with environmental protection, and now applies that insight to assist businesses in compliance.
- In the complex realm of environmental law, the key lies in proactive education, early legal involvement, and strategic planning, preventing businesses from unknowingly inheriting liabilities and empowering them to navigate the fine line between over and under-regulation.
- Neglected environmental liabilities can transform valuable property into financial burdens, highlighting the complexity and consequences of regulatory oversight and non-payment.
- Prioritizing sustainability not only aligns with societal values but also enhances business reputation and mitigates future financial risks, emphasizing the importance of proactive environmental management for long-term success.
"You can't just make your problem somebody else's problem and avoid it. That's why it's better to pay attention to it sooner rather than later." — Jennifer Novak
Connect with Jennifer Novak:
Website: https://www.jfnovaklaw.com/
Email: novak@jfnovaklaw.com
LinkedIn: https://www.linkedin.com/in/jennifer-novak-133a624b/
Twitter: https://twitter.com/jfnovaklaw/
Facebook: https://www.facebook.com/NovakEnvironmentalLaw/
Instagram: https://www.instagram.com/jfnovaklaw/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Jeff Hockett: Jeff Hockett is an experienced tax expert, licensed realtor, author, and podcast host based in Peoria, Arizona. With over 30 years of experience in the tax industry, Jeff has helped numerous clients save money on taxes and provided audit services and tax resolution work. He is an Enrolled Agent and has been an active member of various organizations over the years, always donating his time to many volunteer positions. Jeff's dedication to his clients is reflected in the awards he has received for top-notch services in both individual and team categories. Along with running Hockett Tax, he also manages the Hockett Team and West Valley Management. His book Tax Code Game Strategy and podcast More Money in Your Pocket have been well-received, and Jeff often travels across the country to put on seminars.
In this episode, Ryan and Jeff Hockett discuss:
- Common mistakes business owners make with their taxes and how to avoid them.
- How to help business owners who haven't filed taxes in years and accrued penalties, interest, and debts navigate the IRS forgiveness process.
- The importance of filing tax returns as a business owner is to update the IRS on true income and avoid incorrect audits and tax liability, with a focus on pass-through income.
- Maximizing tax savings by accurately reporting business expenses to the IRS through timely tax return filing.
Key Takeaways:
- Working with a professional to be IRS compliant can prevent penalties, liens, and frozen bank accounts, leading to financial ruin, so it's important to open IRS letters and seek help.
- A tax expert assists business owners in complying with the IRS, avoiding trouble, and offering solutions for tax resolution.
- Filing tax returns accurately and on time is crucial to avoid penalties and to report accurate income, which can affect tax credits.
- Reporting business expenses in tax returns is necessary to provide proof to the IRS and reduce the amount owed in taxes.
"Once you get compliant, stay compliant. That's what the IRS wants. That's why they'll give you a fresh start, but if you keep messing it up, they're gonna want to come talk to you and find out what's going on." — Jeff Hockett
Connect with Jeff Hockett:
Website: https://www.hocketttax.com/
Book: Tax Code Game Strategy
Show: https://podcasts.apple.com/us/podcast/more-money-in-your-pocket/id1656050908
LinkedIn: https://www.linkedin.com/in/jeff-hockett-8544614/
Facebook: https://www.facebook.com/hocketttaxandpayroll/
Instagram: https://www.instagram.com/hocketttax/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Peggy Gruenke: Peggy Gruenke is the Founder and Co-Owner of CPN Legal, leveraging over three decades of combined expertise in the legal field, entrepreneurship, and IT consulting. With a keen understanding of the challenges faced by solo and small firm attorneys, Peggy established CPN Legal in 2012 to provide law practice management, accounting, and bookkeeping services. Her innovative approach, which includes specializing in Law Firm Accounting, Bookkeeping, Clio and QuickBooks Integration, and streamlining workflows, has earned CPN Legal over 300 clients nationwide. A sought-after speaker at bar associations and a contributing author to Attorney at Work, Peggy is a dedicated professional specializing in business development, marketing, and operational solutions to enhance the success of law firms.
In this episode, Ryan and Peggy Gruenke discuss:
- Strategies for increasing revenue and managing expenses effectively
- Navigating succession planning and growing multi-generational businesses
- Striking the balance between growth and efficiency
- The overlooked risks of fraud and the importance of quality bookkeeping
Key Takeaways:
- The key to increasing profits in 2024 lies not in cutting expenses, but in strategically focusing on revenue growth, evaluating employee performance, and optimizing marketing spend, with a critical emphasis on transparent analysis and strategic planning.
- A successful profit-boosting strategy involves assessing the previous year's financial performance, categorizing expenses based on their impact, and prioritizing investments in marketing, while ensuring informed decision-making in hiring and fostering a competitive edge through thorough research and evaluation of service providers.
- In establishing a marketing budget, allocate 6 to 10% of your revenue, leaning toward 11% for startups, but strive to decrease as your business matures, emphasizing the pivotal role of positive reviews and word-of-mouth in cultivating clientele growth.
- Safeguard your business against potential fraud by investing in quality accounting services, stressing the importance of meticulous financial oversight, regular review of reports, and employing professionals who understand the intricacies of your industry, even if it means spending a bit more for specialized expertise.
"Law firms are simple and very profitable businesses if they're done right. So look at who you're hiring to do your book, get some good reviews, get some good references, and ensure they're not blindly producing a set of reports that are not reviewed." — Peggy Gruenke
Connect with Peggy Gruenke:
Website: www.cpn-legal.com
Email: peggy@cpn-legal.com
LinkedIn: https://www.linkedin.com/in/peggygruenke/
Facebook: https://www.facebook.com/CPNLegal’
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Bobby Sawyer: Bobby Sawyer is a licensed attorney specializing in estate planning and small business law, with accreditation in North Carolina, South Carolina, and Tennessee. Before entering the legal field, Bobby served in the United States Army Corps of Engineers, earning accolades such as the Bronze Star and Army Commendation Medal during his deployment to Iraq. With a background in litigation, Bobby now concentrates on asset protection, estate planning, and aiding families in establishing tools for the continuation of their legacies. As a dedicated husband and father, he recognizes the importance of meticulous planning to ensure the well-being of loved ones. As the co-founder of Johannesmeyer & Sawyer, Bobby is committed to providing individuals, families, and business owners with peace of mind through tailored solutions and accessible estate planning processes.
In this episode, Ryan and Bobby Sawyer discuss:
- Transforming estate planning for business owners
- The role of buy-sell agreements in small business succession planning
- Overcoming hurdles to launching a nationwide estate planning product
- Efficient estate planning and revolutionizing legal norms
Key Takeaways:
- Developing a comprehensive estate plan, like the Forever Estate Plan, with yearly updates, provides peace of mind for individuals, ensuring their assets and family are secure, eliminating the need for frequent legal revisions.
- Buy-sell agreements are crucial for business owners, acting as a financial and legal safety net in the event of business changes or partnerships dissolving, emphasizing the importance of planning for both anticipated and unexpected scenarios to avoid complications and legal disputes.
- Overcoming hurdles to offer a unique forever estate plan, Bobby and his team implemented flat fee billing, efficient processes leveraging software, and collaboration with like-minded professionals to address the institutional inertia in the legal world.
- The process of developing an efficient, flat-fee, forever estate plan includes educating clients about the innovative concept, emphasizing ease of use, and minimizing the time investment for business owners, typically requiring less than three hours.
"Most of my clients don't want to continually revisit the prospect of their death, which is completely understandable." — Bobby Sawyer
Connect with Bobby Sawyer:
Website: https://www.foreverestateplan.com/ and www.jandspllc.com
Email: bobby@jandspllc.com
LinkedIn: https://www.linkedin.com/in/robert-sawyer-5a5a4724/ and https://www.linkedin.com/company/johannesmeyer-sawyer-pllc/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Lisa Thee: Lisa Thee, a distinguished thought leader and AI expert with over two decades of experience, is the CEO of AMP Solutions, focusing on innovative AI and technology solutions. As the Co-Author of "Demystifying Artificial Intelligence for the Enterprise" and the author of the groundbreaking book "Go! Reboot Your Career in 90 Days," she is celebrated for her contributions to ethical technology. Lisa's passion for harnessing AI's potential for positive change is evident in her role as the CEO and Co-Founder of Minor Guard, an AI software company dedicated to online safety, and her TEDx talk, "Bringing Light To Dark Places Online: Disrupting Human Trafficking Using AI".
In this episode, Ryan and Lisa Thee discuss:
- Navigating career transitions and driving impact
- Actionable steps for personal and professional growth
- Redefining success and overcoming complacency
- Balancing work, home, and mental resilience for success
Key Takeaways:
- Lisa shares her diverse and adaptable journey from a traditional career in corporate America to entrepreneurship, focusing on child safety in the digital space, transitioning to management consulting, and finally embracing the unexpected role of an author, highlighting the common thread of problem-solving, curiosity, and lifelong learning throughout her transformative experiences.
- In "Go!: Reboot Your Career in 90 Days," Lisa explores unleashing potential and leadership, drawing from her journey from a plateaued career to influencing major industry decisions; she encourages readers to bring authenticity to work, build supportive communities, and unlock their impact, offering actionable steps for a three-month transformation.
- The key to a fulfilling life lies in breaking free from the relentless cycle of complacency, rediscovering personal passions, and redefining success on your own terms—ultimately, it's about slowing down, collecting data on how you spend your precious time, and crafting a plan that aligns with what uniquely motivates you.
- Lisa's book offers practical wisdom on managing energy for both professional success and personal fulfillment, advocating for resilience, short-term planning, and mental toughness as essential elements in the journey to building a meaningful and sustainable venture.
"Some days are easier than others, and nothing has to be perfect, but if we at least have tools and resources when we need them, we can accomplish a lot more like you started this off in a year than you believe you ever could." — Lisa Thee
Connect with Lisa Thee:
Website: https://lisathee.com/
Email: amplifyrevenue@gmail.com
Books: https://www.amazon.com/Go-Reboot-Your-Career-Days-ebook/dp/B0CDY1VH9N and https://www.amazon.com/Demystifying-AI-Enterprise-Playbook-Transformation-ebook/dp/B09MSRHWFK
LinkedIn: https://www.linkedin.com/in/lisathee
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Bret Siebert: Bret Siebert is a Michigan-based Professional Fractional Integrator offering business coaching and COO services for companies self-implementing Entrepreneurial Operating System (EOS) or working with an EOS Implementer. Bret has helped multiple business owners get traction toward profitability, focusing on people and processes and following a plan. His expertise spans diverse sectors, including healthcare, pharmaceuticals, education, religious institutions, non-profit groups, wholesale, and shooting sports. Bret seamlessly blends remote and on-site services to cater to the unique needs of each business owner, ensuring a harmonious integration of EOS principles for optimal results.
In this episode, Ryan and Bret Siebert discuss:
- Optimizing small businesses through EOS implementation
- Navigating business growth challenges
- Leveraging fractional experts and setting clear goals for 2024
- The transformative power of regular clarity breaks in business
Key Takeaways:
- In just 90 days, Bret dives deep into understanding the CEO's vision, identifying and addressing people issues and operational inefficiencies, ultimately sculpting a strategic roadmap using the EOS framework to transform chaos into a smoothly-operating business.
- Navigating the visionary ambitions of business owners, the challenge lies in aligning grand visions with realistic timelines, emphasizing the crucial role of strategic planning and system implementation to ensure not just growth, but a sustainable legacy, where profits are intimately tied to the efficiency of documented processes.
- For business success, prioritize cross-training and building a capable leadership team, recognizing the need for experts in key areas; engage with fractional specialists early, focus on financial readiness, and dedicate time to envision 2024 goals, working backward to create a comprehensive roadmap for success.
- The key to business success lies in regularly taking dedicated "clarity breaks," where business owners spend undistracted time alone, reflecting on their vision and goals, aligning their actions with the original passion that drove them, and ensuring that their business operations adapt to any shifts in their vision—a practice essential for sustained happiness and optimal business performance.
"The idea is to tell my clients that hopefully, they get people on their leadership team who are better than them in a particular area. They won't be a wizard of finance, so they should bring a wizard of finance onto their leadership team. They don't know everything about operations. They did really well to get to this point. But let's bring someone who is like a killer in operations so that they can really get traction and be like a rocket ship, shooting out." — Bret Siebert
Connect with Bret Siebert:
Email: bret@helpthevisionary.com
Website: https://www.helpthevisionary.com
LinkedIn: https://www.linkedin.com/in/bret-siebert-94387a4
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Lisa Snow: Lisa Snow, a dynamic figure in employee wellness, is a public speaker, personal trainer, and provider at On the Mend Customized Fitness and Massage. As the founder of On the Mend, Lisa specializes in team building through wellness, offering a range of services such as lunch & learn talks, chair massage, and fitness & yoga classes, both onsite and via Zoom. With a focus on creating a sense of unity, whether teams are fully remote or back in the office, Lisa's mission is to help employees feel healthier, happier, and immensely appreciated.
In this episode, Ryan and Lisa Snow discuss:
- Navigating the challenges of remote and hybrid work environments
- The far-reaching impact of employee turnover
- Unlocking the potential of corporate wellness for small businesses
- The unseen value of breaks and creative thinking in corporate problem-solving
Key Takeaways:
- In the era of remote and hybrid work, cultivating a thriving company culture and prioritizing employee wellness is not just about content; it's about creating social, community-building experiences that transcend job titles, providing a solution to the challenge of keeping teams connected in a dispersed work landscape.
- The financial impact of employee turnover, including the costs of hiring, onboarding, and the setback to company growth, underscores the critical importance of building a strong company culture and keeping employees engaged, as the long-term consequences and expenses far exceed the immediate financial investment, potentially reaching hundreds of thousands of dollars.
- In the realm of corporate wellness, it's crucial for small business owners to recognize that effective programs don't have to mirror the extravagant initiatives of large corporations, but rather should be tailored to the unique needs and preferences of their team, emphasizing affordable and accessible solutions that enhance employee well-being, creativity, and productivity.
- A corporate challenge led to a breakthrough during a short commute, underscoring the importance of stepping back for innovative problem-solving—an aspect often overlooked by business owners—and highlighting the value of fostering a culture that allows employees the mental space for creative thinking and genuine connections beyond their professional roles.
"You can really tell teams that are already comfortable with each other versus teams that need to put in a couple of months of work to get comfortable with each other. And that impacts how they interact with clients, that impacts how they interact with management, that impacts how much stuff people get done." — Lisa Snow
Connect with Lisa Snow:
Website: http://onthemendfitness.com/
Email: lisa@onthemendfitness.com
LinkedIn: https://www.linkedin.com/in/lisa-snow-nyc/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Jeremy Stevenson: Jeremy Stevenson is the Founder and Managing Partner of iBridge global partners, a consultancy specializing in B2B and family businesses. With over 25 years of experience, Jeremy has a profound understanding of the unique challenges faced by family-owned enterprises. Having managed his parents' businesses during college, Jeremy went on to work for a consulting firm, helping countless business owners across the country. He co-founded a company that achieved over a billion in sales before selling it to Nationwide, ultimately leading him to establish iBridge. Jeremy's true passion lies in assisting family business owners in achieving their goals, from turnarounds to exits and continuing legacy businesses. His relationship-based approach enables him to build tailored solutions that align with the values and aspirations of his clients. With a proven 5-step process, Jeremy guides owners through the complexities of creating a holistic strategy, navigating the dynamics of both business and family, and designing roadmaps to succession or exit.
In this episode, Ryan and Jeremy Stevenson discuss:
- Navigating the complex dynamics of family businesses
- The challenges and importance of succession planning in family-owned businesses
- Establishing and preserving trust within complex relationships during succession planning
- The importance of starting early in exit planning for family businesses.
Key Takeaways:
- As a B2B family business strategist, Jeremy guides families through succession planning by clarifying goals, establishing a governance structure, and aligning business strategy with long-term vision for a smooth and successful transition.
- Successful succession planning involves early preparation, open discussions with family members about the business's future, and establishing a clear transition or sale plan to enable the owner to pursue their next passion while safeguarding their legacy.
- Navigating succession planning involves fostering relationships, building trust, assembling a diverse team, and helping business owners discover new passions outside their business to safeguard their legacy and facilitate a seamless transition for their families and the business's value.
- Start yesterday, get started on your exit planning and succession for your family business as soon as possible, because the process takes longer than expected and delaying it can lead to detrimental consequences for your family and legacy.
"If you just keep kicking the can down the road, it's never going to get any better. At some point, there's going to be something that happens essentially. And if nobody knows how to run the business from there, then everything's going to fall off the tracks and your family's going to be in a much worse spot." — Jeremy Stevenson
Connect with Jeremy Stevenson:
Website: https://ibridgeglobalpartners.com/
Email: jstevenson@ibridgeglobalpartners.com
LinkedIn: https://www.linkedin.com/in/jeremy-ibridge/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Ryan discussed:
- A CFO’s job is to track and analyze
- CFOs bring corrective action plans
- Can small businesses benefit from CFOs?
Key Takeaways:
- A CFO tracks revenues, profit, and cashflow and then analyzes the strengths and weaknesses of each of those. They identify which parts of the finances work well and which don’t.
- Another piece of the CFO’s job is that they take the item that’s not working well and bring a corrective action plan to the CEO or owner.
- Even small business owners can really benefit from hiring a CFO because CFOs help you along the way with finances with analysis and advice. When you reach around half a million dollars a month in revenue, then you can try bringing in a CFO part-time.
"The CFOs job is that they take all the financials that the bookkeeper and the accounts put together and analyze the numbers so that they can inform the business owner on what's working well, what's not working well. " — Ryan Kimler
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Chelsea Taylor-Sturkie
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
Today, it's just you and me for a solo episode, and I want to emphasize something crucial: the significance of taking a break from your business.
Last month, my wife and I embarked on our first vacation in four years, a much-needed pause amid our bustling lives and the challenges of the past year. Today, I'll share my insights from this break, discussing how it revitalized my energy and rekindled my enthusiasm for my work. Join me as I delve into the transformative power of stepping away, gaining fresh perspectives, and revisiting long-term plans. Whether it's a few days or a week, giving yourself this pause can lead to profound shifts in your business trajectory.
So, if you're caught in the daily grind, I encourage you to consider the impact a well-deserved break could have on your business and your life. Let's explore the immense value of taking time off and investing in your business's future.
In this episode, Ryan discusses:
- The importance of taking breaks from your business
- Strategies for effective business breaks
- Unlocking creativity during business breaks
- Avoiding burnout and the power of rest for entrepreneurs
Key Takeaways:
- Taking a break from your business, even for a few days, can renew your energy and passion, allowing you to approach your work with a fresh perspective and heightened productivity.
- Disconnecting from daily tasks during a break provides valuable thinking time, fostering creativity and enabling you to generate innovative ideas and plans for the future.
- Prioritize offloading daily activities to others, allowing you the freedom to focus on strategic tasks, which in turn creates opportunities for longer breaks and more effective long-term planning.
- Include dedicated time to work on your business during your break, giving you the chance to reassess goals, adjust plans, and make strategic decisions that can significantly impact your business trajectory.
"If you can build in a day when you can work on your business and think about your business, not doing tasks, I really believe that it's going to pay big, big dividends for you, especially if it's been a while since you have taken a break from your business." — Ryan Kimler
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Cyndi Thomason: Cyndi Thomason is a renowned figure in the fields of ecommerce financial advising, ecommerce accounting, and mom entrepreneurship. She founded bookskeep nine years ago when she realized the potential of remote bookkeeping, allowing her to balance her career with homeschooling her daughter, who needed special tutoring due to dyslexia. Inspired by Mike Michalowicz's "Profit First" approach, she restructured her business to focus on helping clients achieve financial success, and today, bookskeep has grown to serve approximately 150 ecommerce clients worldwide, all with the goal of helping them create businesses that support their desired lifestyles.
In this episode, Ryan and Cyndi Thomason discuss:
- The benefits of remote bookkeeping for business owners
- Unraveling the myths of business growth and embracing profitable strategies
- Managing inventory and growth in e-commerce businesses
- Challenges and strategies for sustainable growth
Key Takeaways:
- Find a specialized bookkeeping firm that operates remotely within your niche, allowing you to focus on your core business activities while experts handle the complexities of inventory management and financial responsibilities, ensuring peace of mind and efficient operations.
- Prioritize financial literacy over vanity metrics; surround yourself with knowledgeable advisors who understand your unique business needs, enabling you to maintain a debt-free, profitable venture and make strategic decisions for long-term success.
- Having a dedicated financial advisor, like Cyndi, can provide invaluable guidance, especially in e-commerce, where managing inventory and financial flow is critical for sustainable business growth.
- The Profit First approach emphasizes the importance of separating and managing funds for inventory and future growth to maintain a healthy business.
"Remote work for accounting really just goes so well together, and there's nothing that we run into that poses any struggles." — Cyndi Thomason
Resources Mentioned:
Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine by Mike Michalowicz: https://www.amazon.com/Profit-First-Transform-Cash-Eating-Money-Making-ebook/dp/B01HCGYTH4
Connect with Cyndi Thomason:
Website: https://www.bookskeep.com/
Email: booking@bookskeep.com
Facebook: https://www.facebook.com/bookskeep
LinkedIn: https://www.linkedin.com/company/bookskeep and https://www.linkedin.com/in/cyndithomason
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Richard James: Richard James, a seasoned legal expert with over 15 years of industry knowledge, has a proven track record of transforming law firms into thriving enterprises. With his expertise, he elevated a startup firm from scratch to a remarkable $3.5 million in revenue within 2.5 years and has since mentored over 900 attorneys, empowering them to make a meaningful difference in their clients' lives while achieving sustainable success.
About Michael Strauch: Michael Strauch is a dedicated expert in optimizing the sales process for law firms. With a proven track record, he has assisted over 100 law firms in significantly improving their close rates and transforming consultations into paying clients. Through his expertise and The Closing Room’s system, he has elevated firms' average close rates from 33.7% to an impressive 64.5%.
In this episode, Ryan, Richard James, and Michael Strauch discuss:
- The importance of profit over revenue in small business
- Mastering the art of pricing and sales for law firms
- Navigating the challenges of hourly billing, flat fees, and retainers
- Redefining value beyond expertise and experience
Key Takeaways:
- Law firms often struggle with pricing their services correctly, but increasing fees strategically and implementing a consistent sales system can lead to higher profits without sacrificing client retention.
- The myth that raising prices will drive away clients is debunked as a well-implemented sales structure can result in closing 60-80% of consultations, emphasizing the importance of a solid pricing strategy and confidence in the value offered.
- Focusing solely on a high conversion rate might lead to overlooking the importance of diverse client profiles, clear communication, and achieving positive outcomes, which are paramount to client satisfaction and business success.
- Law firms should reevaluate traditional hourly billing practices, acknowledging that clients prioritize results and communication over the level of experience, encouraging a shift toward a more client-focused and equitable fee structure.
"I don't understand why their ability and their seniority has anything to do with the hourly bill that you built.... And so where I see lawyers get screwed up and turned upside down all the time is they'll charge the right fee for themselves, but they won't charge the right fee for their associates or their paralegals or somebody else that's doing the work on the case." — Richard James
"They don't care who is necessarily completing the work, what they care about is that they get a good result at the end of it and that they have clear communication with the firm throughout if those two things are achieved." — Michael Strauch
Connect with Richard James and Michael Strauch:
Website: https://yourpracticemastered.com/
Richard’s email: richard.j@yourpracticemastered.com
Michael’s email: michael.s@yourpracticemastered.com
LinkedIn: https://www.linkedin.com/company/yourpracticemastered/
Facebook: https://www.facebook.com/yourpracticemastered
Instagram: https://www.instagram.com/yourpracticemastered/?hl=en
YouTube: https://www.youtube.com/@yourpracticemastered
Books: https://www.amazon.com/stores/Mr-Richard-James-Strauch/author/B00SLMR624
Podcast: https://podcasts.apple.com/us/podcast/your-practice-mastered/id1559067024
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Preston Brown: Preston Brown is a multifaceted entrepreneur, renowned speaker, and real estate expert hailing from El Paso, Texas. He is the Owner of Zia Homes, a distinguished luxury home builder. Passionate about helping fellow entrepreneurs, Preston collaborates closely with business leaders to enhance scalability and uncover their true purpose. A prolific speaker, he addresses diverse topics such as culture, entrepreneurial growth, business strategies, and the path to financial independence.
In this episode, Ryan and Preston Brown discuss:
○ Transforming your business through efficiency and automation
○ The seven stages of entrepreneurship
○ Entrepreneurship as a spiritual journey
○ The role of mindset and belief in entrepreneurship
Key Takeaways:
○ The key to transforming your business from the daily grind to automation lies in aligning, simplifying, and optimizing processes, focusing on efficiency, and cultivating a strong business culture centered around clarity and capacity, ultimately turning your business from a chaotic venture into a well-oiled, automated asset.
○ In the journey of business growth, identify the problems within the stages—ranging from mindset issues to scalability challenges—and systematically solve them, transitioning from a "wantrepreneur" to an "investor philanthropist."
○ To lead a fulfilling life and make a positive impact on the world, one should strive for balance in faith, family, fitness, and finance, while embracing the role of entrepreneurs as modern-day lions who can bring about positive change.
○ Unlock your potential, overcome your subconscious barriers, and embrace the wealth-building journey; with the right mindset, strategies, and a willingness to transform, you can not only get rich but also become a catalyst for positive change in the world.
"Ownership is not about possession, it's about responsibility." — Preston Brown
Connect with Preston Brown:
Website: www.theprestonbrown.com
Email: info.prestonbrown@gmail.com
LinkedIn: www.linkedin.com/in/preston-brown-41605b20/
Facebook: www.facebook.com/theprestonbrown
7th Degree Program: https://www.7thdegreeprogram.com/7stages
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Mac Lackey: Mac Lackey is an American entrepreneur who has started, scaled, and sold six companies (all seven or eight-figure exits). Mac and his companies have been featured on CNN, The Wall Street Journal, Fast Company, Business North Carolina, USA Today, and The New York Times. Notable ventures include: KYCK (acquired by NBC Sports), Mountain Khakis (acquired by Remington), and Internet Soccer Network (acquired by a division of News Corp/Sky). He additionally served as a member of the Board of Directors for Lending Tree (NASDAQ: TREE) for over five years and is currently an angel investor in over 50 companies. Mac is also the owner of the Spanish soccer team Algeciras Club de Fútbol.
In this episode, Ryan and Mac Lackey discuss:
- Optimizing business for maximum exit value
- Finding the right buyer and exploring strategic options for business exit
- A comprehensive approach to strategic planning and preparation for business exit
- Understanding the business exit journey - timelines, pitfalls, and key considerations
Key Takeaways:
- Entrepreneurs should proactively design their businesses for strategic value, focusing beyond financial metrics, to attract the best buyers and maximize exit opportunities.
- By embracing critical shifts, such as delegating tasks and thinking creatively about potential buyers, entrepreneurs can enhance their business value, ensuring a more successful and lucrative exit in the future.
- Proper preparation and strategic value assessment are essential for a successful business exit; owners must actively participate in the process to maximize their financial gains and ensure a smooth transition.
- Entrepreneurs should prioritize guaranteed cash in the deal, as it's the most crucial aspect of the transaction, and they should actively participate in the exit process rather than outsourcing it entirely to maximize their success.
"And the reality is you should never sell a business based on a financial metric. The real driver of exit value is always strategic. And what we have to understand is that we have created something great in our business products or services or a loyal customer base. Those are the things that really create value." — Mac Lackey
Connect with Mac Lackey:
Website: https://exitdna.com
LinkedIn: https://www.linkedin.com/in/maclackey/
Facebook: https://www.facebook.com/lackey.mac
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this solo episode, I have some exciting news to share. I'll be launching a book called "Bottom Line Profits," tailored to both attorneys and small service-based business owners. The book focuses on growing businesses, improving profits, and when to bring in a CFO. But that's not all – it's never too early to start planning for 2024. Despite being in the middle of September, this episode emphasizes the importance of early annual planning for the next year. So, let's get ahead of the game and start planning for 2024 now. It's time to accelerate your profits and drive your business toward success.
In this episode, Ryan discusses:
- Planning your business growth for 2024
- The importance of staying in your lane
- Sneak peek of "Bottom Line Profits" book and interview with Doug Sandler
- Boosting your business with effective annual financial planning
Key Takeaways:
- I'm thrilled to announce that my book, "Bottom Line Profits," is coming out soon, with a focus on aiding your business growth, boosting profits, and guiding your CFO hiring choices.
- Start your 2024 annual planning now to ensure your business's growth and success, focusing not just on revenue goals but also on marketing, payroll, and overhead expenses.
- Evaluate the tasks that drain your energy and consider delegating them to experts, allowing you to stay in your lane and boost your business's efficiency.
- Act now to enhance your business's profits and reach your goals for the upcoming year; time is moving quickly, so don't wait.
"So, again, get on it, get started. Don't procrastinate this, get moving on it. The end of the year and 2024 is going to be here before we know it. I don't know about the rest of you, but for me, 2023 has flown by." — Ryan Kimler
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Kenny Harper: Kenny Harper is a dedicated Fractional Chief Marketing Officer at Growth Amplifiers, specializing in empowering businesses nationwide to achieve peak performance through systematic optimization, team enhancement, and enhanced customer experiences. As a data-driven growth advisor, Kenny's innovative approach goes beyond conventional strategies, helping B2B professionals create tailored frameworks for predictable revenue. With a mission to enable small business owners and advisors, Kenny guides clients towards consistent, sustainable growth, emphasizing the importance of understanding target audiences and refining brand positioning.
In this episode, Ryan and Kenny Harper discuss:
- The power of shifting mindsets in marketing and sales for small business success
- Authentic approach to sales and business growth
- Maximizing returns on marketing and sales efforts for small business owners
- The three pillars of consistent and profitable marketing strategies
Key Takeaways:
- The key to entrepreneurial success lies in understanding that effective marketing is not just advertising but rather communicating your value, while sales is not about pushing products but genuinely addressing people's challenges and needs with authenticity and empathy.
- In successful business interactions, genuine connections and alignment of missions make the sales process feel more like a meaningful conversation, and breaking free from limiting habits can unlock untapped potential for growth and success.
- Maximize returns on marketing and sales efforts with a documented customer value journey, actionable metrics, and effective tools and tactics.
- Refine your marketing to attract ideal customers, eliminate bottlenecks, and optimize your strategy for consistent, profitable results.
"Sometimes we need to take a step back and assess where we're at compared to where we'd want to be. Sometimes we need to see what, what is our blind spot? Everyone has one. We can all get tunnel vision. And sometimes we need that fresh perspective to, to challenge our thinking. And have us maybe get out of our comfort zone because we can easily fall for those patterns of behavior that can get us only so far. And if we want new results, we've got to take new actions." — Kenny Harper
Connect with Kenny Harper:
Email: kenny@growthamplifiers.com
Website: http://growthamplifiers.com/
LinkedIn: https://www.linkedin.com/in/kennyharper/
Free Double Your Results Workshop: https://growthamplifiers.com/success/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist: Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Sonia Narvaez: Sonia Narvaez is an Operations Strategist with a passion for designing business systems that empower altruistic entrepreneurs and business leaders to achieve greater impact. As a first-generation Latina in the U.S. holding both Bachelor's and Master's Degrees in Public Health, she has uniquely merged her background in Public Health with her expertise in Operations. In 2017, Sonia founded Socially Passionate Consulting, which later evolved into Operation QOL. Operation QOL partners with visionaries to streamline and optimize businesses, providing the systems and tools needed to eliminate overwhelm, maximize efficiency, and allow business owners to focus on their Zone of Genius.
In this episode, Ryan and Sonia Narvaez discuss:
- The crucial role of operations and business health
- Navigating the complex landscape of business operations and management
- The importance of establishing effective business systems and operations
- Balancing operations and creativity
Key Takeaways:
- As a fractional COO and operations strategist, Sonia provides a holistic, integrative view of her clients' business health, ensuring that all aspects, from systems to people, align with a clear vision for streamlined and efficient growth.
- Through a comprehensive operations audit and hands-on implementation, Sonia helps business owners bridge the gap between their vision and the practical realities of their operations, ensuring sustainable success and avoiding wasted resources.
- Establishing structured operations frees business owners, allowing them to regain peace of mind, personal time, and the ability to focus on what truly matters.
- Successful CEOs prioritize their expertise, vision, and leadership, recognizing the importance of efficient operations and financial management to scale their businesses and adapt to change.
"A lot of business owners believe, let me put that on the back burner, let me focus on operations even though it's not my skill set, even though it's not my strength. And in reality, they're spending 10 times as much energy doing that, wasting 10 times as much money and time doing that than just handing it over." — Sonia Narvaez
Connect with Sonia Narvaez:
Email: sonia@operationqol.com
Website: https://www.operationqol.com/
LinkedIn: https://www.linkedin.com/in/sonia-narvaez/
Facebook: https://www.facebook.com/operationqol
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About J.B. Andrews: J.B. Andrews is an accomplished associate at Lushin, Inc. (Sandler) known for his unique blend of youthful enthusiasm and seasoned expertise. With a remarkable aptitude for identifying and bridging communication gaps across generational divides in the workforce, J.B. plays a pivotal role in enhancing business outcomes. His specialization in the manufacturing/distribution and service sectors, particularly within residential and commercial contracting, showcases his prowess in navigating complex industries.
In this episode, Ryan and J.B. Andrews discuss:
- Navigating growth, strategy, structure, and skills for business success
- Managing resistance to change and fostering organizational alignment
- Strategies for effective business growth and scaling
- The role of structured assessments in effective hiring
Key Takeaways:
- J.B., as a sales and leadership development specialist, guides businesses, from solopreneurs to midsize companies, through strategic growth, organizational structure, staffing, and skill development, helping them scale effectively in the ever-changing landscape of sales.
- Navigating organizational change requires aligning personal and corporate goals, relaying a clear message that emphasizes the why behind the what, and fostering human-to-human conversations to address resistance, ultimately balancing the need for change with empathy and understanding.
- Successful business growth requires embracing change, focusing on profitable scalability, and making deliberate, informed hiring decisions based on assessments that align candidates' strengths with roles, enabling effective team development and sustainable expansion.
- Implementing a structured assessment process in hiring not only saves significant costs and prevents mismatches, but it also provides an unbiased, evidence-based approach to identifying the best-fit candidates, making decisions rooted in data rather than relying solely on gut feelings or personal preferences.
"By growing your business, what's your plan to manage those people to kind of support that growth? Because when you start growing, you're no longer managing a business. You're managing the people and the change that comes with it. So, how are we really assessing that situation and equipping ourselves with the right people, data, strategies, and structure to manage it?" — J.B. Andrews
Connect with J.B. Andrews:
Email: jandrews@starkassociates.com
Website: https://www.lushin-stlouis.sandler.com/
LinkedIn: https://www.linkedin.com/in/jbandrewssalestrainingleader/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Mickie Kennedy: Mickie Kennedy is the visionary founder behind eReleases, a trailblazing venture that he established 25 years ago with a mission to empower small businesses, authors, and startups with unparalleled press release distribution services. Dissatisfied by the limitations of traditional PR for smaller enterprises, Mickie embarked on his journey to create a platform that granted access to newswires with a personalized touch. Over the past two decades, eReleases has flourished into an industry leader, collaborating even with prominent entities, all while upholding Mickie's original ethos of offering bespoke attention and remarkable value to clients of all scales.
In this episode, Ryan and Mickie Kennedy discuss:
- Navigating a creative journey to PR success
- The art and science of effective storytelling for businesses
- Maximizing PR impact with contrarian approaches
- Harnessing media coverage for sales success
Key Takeaways:
- From aspiring poet to startup employee, Mickie's journey of embracing change led to the creation of eReleases, a groundbreaking press release platform, illustrating that adapting to challenges can unveil uncharted paths to success.
- Crafting impactful press releases involves empathizing with journalists as storytellers, incorporating engaging elements such as client success stories, humanizing founder narratives, and relevant data, while avoiding dry features lists, to ensure effective communication and media traction.
- Stand out in your industry by adopting a contrarian approach, offering unique viewpoints that challenge conventional wisdom, effectively capturing media attention, and establishing yourself as a thought leader without alienating your customer base.
- Utilize the power of media coverage to bolster credibility, drive targeted traffic, and significantly enhance sales conversions by leveraging original articles that serve as 3rd party endorsements, fostering trust among potential customers.
"Remember, you're not writing for the audience, you're writing for a busy journalist who's skimming headlines. So you want to make sure that when they see that they feel like this is relevant for my industry." — Mickie Kennedy
Connect with Mickie Kennedy:
Website: https://www.ereleases.com/
Email: ereleases2@gmail.com
LinkedIn: https://www.linkedin.com/in/publicity/
Facebook: https://www.facebook.com/ereleases.press.release.distribution
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Raul Hernandez Ochoa: Raul Hernandez Ochoa is the visionary behind Do Good Work, a pioneering digital growth consulting venture focused on empowering bootstrapped digital marketing agencies. With a remarkable track record, Raul has orchestrated the design of highly successful marketing and sales teams that collectively generated over $50M in revenue. His extensive leadership experience spans 12+ time zones, steering over $25M in direct response ad expenditure, and his strategic frameworks have propelled businesses to achieve exponential growth, often 2-5 times their original scale.
In this episode, Ryan and Raul Hernandez Ochoa discuss:
- Turning solutions into standardized and creative offerings
- Strategies for scaling business efficiency and client focus
- Designing profitability into business models
- Navigating income margins, overhead costs, and owner compensation
Key Takeaways:
- Unlocking growth in today's digital landscape requires skillful productization that transforms complex services into predictable, outcome-driven solutions, fostering creativity, enhancing positioning, and driving profitability while delivering tailored value to clients.
- Crafting a lean, focused business model, leveraging clear service packages, and strategically shifting from founder-led execution to team-based problem-solving unlocks efficiency, empowers confident decision-making, and positions your expertise for premium value and long-term growth.
- Creating a successful business model relies on three key roles – the driver, operator, and specialist – working together to effectively handle clients, while skillfully managing factors like pricing, customer volume, productivity, and sensible costs can drive lasting expansion without solely relying on cost reduction.
- Design your business journey for success, aiming for 30-40% profitability, strategic salary allocation, and stress-relieving stability, while remembering that shaping the journey is key to reaching your desired destination.
"Design the journey because your journey, the one that you're on right now, does determine the destination." — Raul Hernandez Ochoa
Connect with Raul Hernandez Ochoa:
Website: https://dogoodwork.io/
Email: raul@dogoodwork.io
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Nate Hanks: Nate Hanks is a seasoned professional in the heating and cooling industry with over 15 years of experience. After serving in the Air Force and transitioning to civilian life, Nate found his passion in the HVAC sector. He joined the family-owned business, No Problem Heating and Cooling, based in the Greater St. Louis area, specifically Cottleville. With a background in residential HVAC and airflow, Nate's journey has been one of learning, growth, and the pursuit of excellence in providing top-notch service to his clients.
In this episode, Ryan and Nate Hanks discuss:
- Transforming Nate's HVAC Company's operations and customer experience
- Streamlining business operations and maximizing ROI through marketing, sales tracking, and operations management
- Optimizing through automated software integration and performance tracking
- Navigating challenges in HVAC business growth
Key Takeaways:
- Starting from a garage and handwritten sticky notes for appointments, Nate's HVAC company's transformation into a tech-driven success story, utilizing automation and innovative systems, underscores the power of adaptability and growth even in the face of challenges like economic downturns and pandemics.
- Implementing ServiceTitan has required significant time and financial investment, but the comprehensive system has revolutionized Nathan's company operations by meticulously tracking leads, sales, costs, and technician performance, enabling data-driven decision-making and substantial business growth.
- Automating pricing updates and operations through ServiceTitan has transformed Nathan's business, resulting in significant revenue growth, increased technician engagement, and an impressive streak of consecutive revenue increases over the past 18 months.
- No Problem Heating & Cooling's exceptional growth and profitability, driven by precise data tracking and strategic investment in skilled personnel, showcases the power of aligning revenue increase with profit growth, all while maintaining customer-centricity and education.
"We handle everybody, no matter the income level. And no matter the problems, we're always taking the right step for the customer and educating on where they're at and where we could take them." — Nate Hanks
Connect with Nate Hanks:
Website: www.npmheatingandcooling.com
Email: manager@npmheatingandcooling.com
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Eric Gros-Dubois: Eric Gros-Dubois, the founding partner of EPGD Business Law, is a seasoned attorney with a diverse background in law and finance. With a JD and MBA, he offers a unique perspective, viewing the legal world through a commercial lens while providing trusted business advice to his clients. Eric's hands-on approach and dedication to solving personal problems rather than just legal issues have fostered strong client-attorney relationships, making him an accomplished lawyer in areas ranging from Business and Corporate Law to Tax Law and Trust & Estate Planning.
In this episode, Ryan and Eric Gros-Dubois discuss:
- Challenges of starting and growing a law firm
- Maximizing hiring success and cultivating a growth-oriented law firm
- Lessons from networking, marketing, and managing overhead costs
- Ensuring a stable cash flow and avoiding negative balances
Key Takeaways:
- Success often comes from being prepared to seize opportunities, even if they were not originally part of your plan, and that strategic and gradual growth can help mitigate risks and lead to a thriving business in the long run.
- Hiring and training new employees, especially fresh graduates, can lead to a significantly higher success rate compared to hiring experienced professionals, emphasizing the importance of investing in new talent and shaping them according to the company's values and requirements for long-term growth and success.
- Working hard and growing a firm is essential, but temporarily stepping back to concentrate on maximizing profits and evaluating productivity can result in lasting success, as evidenced by a true story where profits tripled through shifting attention to Google efforts and analyzing labor costs.
- To ensure financial stability and success in a law firm, focus on merit-based compensation rather than seniority, maintain a disciplined financial routine, establish a line of credit before needing it, and use separate trust accounts for client funds to avoid potential losses and maintain financial control.
"We can't have only one person who knows how to do an essential task inside of our firm. Massive lesson. [If a person] disappears, what would we do? So we need to have at least two people that know every task." — Eric Gros-Dubois
Connect with Eric Gros-Dubois:
Website: https://www.epgdlaw.com/
Email: eric@epgdlaw.com
LinkedIn: https://www.linkedin.com/in/ericgrosdubois
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Margaret Burke: Margaret Burke, the President and Founder of MB Law Firm Consulting, LLC™, is a seasoned expert with an extensive background in empowering law firms to reach their highest potential. With decades of experience, she has been a trusted consultant to lawyers, Partners, and small to midsize law firms, specializing in optimizing operations, finance, HR, IT, and business development. Margaret's remarkable track record includes successfully leading acquisitions, relocations, succession planning, and restructuring initiatives, as well as pioneering start-ups in the legal industry. Her passion for partnering with law firm leaders is evident in her dedication to helping each practice achieve its goals, while her love for challenges and insatiable thirst for knowledge ensures her clients receive the very best guidance and support.
In this episode, Ryan and Margaret Burke discuss:
- Assisting law firms in times of growth, challenges, and integration
- Streamlining law firm operations to relieve overwhelm and chaos
- Strategic planning for law firms' successful growth and development
- Challenges and strategies for seamless mergers and acquisitions
Key Takeaways:
- Law firms often struggle with managing finances, efficiency, and growth, causing stress for founders, but hiring specialized business and finance professionals can lead to effective solutions and sustainable profitability.
- Margaret specializes in transforming chaotic law firm situations into efficient systems through assessments, actionable recommendations, and hands-on implementation support, helping overwhelmed founders and their teams regain control and focus on their core responsibilities.
- Strategic planning and addressing acute needs immediately are essential for law firms to achieve successful growth, as financial management, people, and culture play crucial roles in building a solid foundation for sustainable expansion.
- Law firm integration can be a challenging process, but with an experienced advisor and ongoing communication, conflicts can be resolved, relationships developed, and a successful merger can be achieved.
"Law firms can be like a family. It's an industry that tends to have a big heart for people who work at the firm. They care about their people, and they would really benefit from an unbiased individual coming in to identify if someone is unable to fulfill what they're being asked to do." — Margaret Burke
Connect with Margaret Burke:
Website: https://www.mblawconsulting.com/
Email: margaret@mblawconsulting.com
LinkedIn: linkedin.com/in/margaret-t-burke
Facebook: https://www.facebook.com/MBLawFirmConsultingLLC
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Arya Firoozmand: Arya Firoozmand is a dynamic legal professional and entrepreneur, making significant contributions to the legal industry as the co-founder and CEO of Overture Law. With a focus on nationwide attorney networking, Arya has built a remarkable private attorney network that facilitates ethical referrals and fee-sharing among legal professionals. His passion for connecting attorneys across state lines has revolutionized the legal landscape, enabling lawyers to better serve their clients. Additionally, Arya's expertise extends to business litigation, particularly in representing various industries in complex legal disputes. He is also currently at the forefront of BizCounsel's General Counsel program, an innovative membership plan tailored to meet clients' ongoing legal needs.
In this episode, Ryan and Arya Firoozmand discuss:
- Connecting solo and small law firms for efficient referrals and client service
- Creating opportunities for revenue and advisory relationships through a vetted attorney network
- A seamless process for referring attorneys to find suitable attorneys for their clients' cases
- Fairness and transparency in facilitating referral fees for attorneys in contingency cases
Key Takeaways:
- Overture connects independent attorneys in a trusted network, allowing them to refer clients to each other, build lifelong relationships, and become trusted advisors across different areas of law, fostering a sense of community and generating new revenue streams.
- Overture's vetted attorney network ensures that when attorneys refer clients within the network, they can have confidence that their clients will receive quality legal representation, leading to exceptional client experiences, increased trust, and long-term professional success.
- The Overture Law platform facilitates attorney referrals, allowing referring attorneys to post referrals, review profiles of interested attorneys, and choose the best fit for their clients, ensuring fairness and transparency in the process.
- The platform prioritizes high-quality referrals from attorneys and offers a robust network without any upfront fees, providing a reliable platform for attorneys to connect, share referrals, and grow their practices.
"We want to build a community where everyone says, ‘Hey, we believe in the same values of customer service and client service, regardless of what firm you're in.’ So even though everyone is independent, we don't take away anyone's independence to be a part of the network." — Arya Firoozmand
Connect with Arya Firoozmand:
Website: https://overture.law
Email: afiroozmand@overture.law
LinkedIn: https://www.linkedin.com/in/arya-firoozmand-esq-7341b647/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About John Gumas: John Gumas, esteemed CEO of Gumas Advertising and renowned author, is a trailblazer in the branding industry, dedicated to empowering challenger brands with effective marketing strategies to overcome their larger competitors. With an illustrious career spanning decades, John's expertise has earned him numerous accolades, including being named one of the country's foremost authorities on Challenger Brand Marketing®. As a sought-after speaker, published author, and influential board member, John's remarkable leadership, community service, and unwavering commitment have made an indelible impact on the industry and beyond.
In this episode, Ryan and John Gumas discuss:
- The importance of effective challenger brand marketing
- Developing a five-step process for challenger brand marketing
- The importance of separating the small business owner's personal brand from the company's brand
- Building a strong brand as a key strategy for small business owners
Key Takeaways:
- Challenger brand marketing is a customized process that eliminates guessing and helps businesses understand how to effectively position and message their brand to engage their target audience, leading to business growth.
- By following a deliberate five-step process, businesses can set themselves up for success in challenger brand marketing, ensuring they stand out in the market and maximize results.
- Small business owners should avoid making their personal brand the face of their company if they want to scale and avoid limitations, as it hinders their ability to delegate and sell the business effectively.
- Building a strong brand separate from the owner is crucial for long-term success and increasing the value of the business, as customers trust and connect with the brand itself, leading to higher chances of successful exits or business transfers in the future.
"The value of a brand is essentially the difference between what something costs you to make and what somebody is willing to pay for it. That delta between the two is the value of your brand." — John Gumas
Connect with John Gumas:
Website: https://gumas.com/
Book: https://www.amazon.com/Challenger-Brand-Marketing%C2%AE-John-Gumas/dp/B0BV1DDSQS
YouTube: https://www.youtube.com/user/GumasAD
LinkedIn: https://www.linkedin.com/in/john-gumas-08046/ and https://www.linkedin.com/company/gumas-/
Facebook: https://www.facebook.com/Gumas.Advertising/
Instagram: https://www.instagram.com/gumas.advertising/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Kim Lebbing: Kim Lebbing is a powerhouse in the world of personal and professional development, dedicating her expertise to helping professionals, leaders, and entrepreneurs reach new heights in their careers. With a wealth of experience, training, and certifications, Kim understands the importance of advanced techniques and tools in achieving success. As a NLP Master Coach, she specializes in empowering women to embrace their true potential, guiding them towards fulfilling relationships, better health, and unparalleled achievements. Through her podcast and transformative coaching, Kim shares three simple strategies for achieving breakthrough success in various areas such as business, finances, relationships, and health. Her approach helps entrepreneurs overcome subconscious barriers, transitioning from a state of confusion to clarity and from frustration to fulfillment.
In this episode, Ryan and Kim Lebbing discuss:
- Overcoming subconscious limitations and the impact of people-pleasing on business owners
- Addressing trust issues as a means of unlocking growth and transforming relationships
- Mindset transformation for personal and professional success
- The impressive results achieved by individuals and businesses through targeted coaching and therapy
Key Takeaways:
- Embracing the courage to confront subconscious limitations, such as people-pleasing, can lead to transformative breakthroughs for business owners and empower them to establish healthy boundaries and overcome inner conflicts.
- When individuals delve into their trust issues and past experiences, they can free themselves from the need for validation, imposter syndrome, and other self-imposed restrictions, paving the way for profound transformations in their businesses, personal lives, and relationships.
- Overcoming mindset issues and transforming oneself has far-reaching implications for personal and professional achievements, as well as future generations, relationships, and overall well-being, making it a vital and meaningful endeavor.
- Experience a profound transformation in your results by adopting a powerful mindset shift within hours, as exemplified by extraordinary success stories such as a 68% sales boost, a million-dollar startup in a year, and salespeople doubling their sales, revealing the significant impact of shedding mental burdens and unleashing untapped possibilities.
"Everything can change when you shift your energy and really be aligned with who you were meant to be." — Kim Lebbing
Connect with Kim Lebbing:
Website: https://kimberlylebbing.com
Email: kim@kimberlylebbing.com
Show: https://podcasts.apple.com/us/podcast/mind-for-success/id1626139042
YouTube: https://www.youtube.com/channel/UCh8ajzKuNrH7hI0d_nwtVnQ
LinkedIn: https://www.linkedin.com/in/kimberly-lebbing-62582a58
Facebook: https://www.facebook.com/kimberlylebbing
Instagram: https://www.instagram.com/kimberlylebbing
TikTok: https://www.tiktok.com/@klebbingmindsetcoach
Unlocking Your Authentic Self: 3 Key Steps to Identify and Overcome Hidden Limitations in Your Life and Business and Realize Your Highest Potential: https://resources.kimberlylebbing.com/unlock
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Patrick Carver: Patrick Carver is a Missouri native with over a decade of experience in digital marketing. After his successful tenure as Digital Marketing Manager at DICK'S Sporting Goods, a Fortune 500 company, he founded Constellation Marketing, a full-service agency catering exclusively to law firms. Driven by his personal experience of witnessing his father's firm struggle due to ineffective marketing, Patrick and his team at Constellation Marketing have transformed the fortunes of over 50 law firms by consistently generating high-value clients from Google. With a 100% proven strategy, case studies, and a commitment to transparency, Patrick offers a unique proposition by working exclusively with law firms, ensuring no conflicts of interest with competitors, and delivering impressive results without requiring long-term contracts.
In this episode, Ryan and Patrick Carver discuss:
- Measuring the marketing ROI for law firms to assess the effectiveness of strategies
- Accurate marketing measurement for law firms and small businesses through tracking and reconciliation
- Common mistakes in working with marketing firms
- Optimizing marketing strategies for law firms and small businesses
Key Takeaways:
- Law firms face challenges in assessing marketing effectiveness due to limited data, but by analyzing client lists, estimating lead sources, and using tools like What Converts for tracking, they can gain valuable insights to evaluate ROI and make informed marketing decisions.
- It is crucial for law firms and small businesses to prioritize having robust software for tracking and analyzing marketing data, as well as implementing a reconciliation system to accurately measure the success and ROI of their marketing efforts, in order to make informed decisions and avoid costly mistakes driven by assumptions and unreliable metrics.
- When partnering with a marketing firm, it's wise to steer clear of lengthy contracts, rely on the professionals' know-how, and find a middle ground between comprehending their tactics and granting them flexibility to adapt in the ever-changing marketing world.
- Effective marketing strategies like advertising and SEO can deliver substantial returns, ranging from four to twenty times the initial investment, resulting in boosted revenue, long-term value, and a thriving, profitable business.
"I think a lot of the time, it's just that people start out with good intentions and just don't execute a lot of the time. And so, the longer you're kind of going off those level decisions and sentiments to drive your business decisions, the more opportunities for mistakes can happen. Or at least, it reduces your ability for growth potential and success." — Patrick Carver
Connect with Patrick Carver:
Website: goconstellation.com
Email: patrick@goconstellation.com
LinkedIn: https://www.linkedin.com/in/patrickacarver/
Facebook: https://www.facebook.com/goconstellation
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Barry Coziahr: Barry Coziahr is a visionary marketing consultant and strategist, renowned for his three-decade-long dedication to empowering small businesses. With an impressive track record of assisting over 10,000 entrepreneurs, Barry has solidified his position as a branding and PR expert. As he traverses the United States, his seminars and workshops have captivated audiences, delivering practical insights and invaluable marketing tools through real-life examples and case studies. Barry's influence extends far beyond the stage, as he has spearheaded the growth of countless small businesses through his adept implementation of personnel and systems. Recognized as a distinguished speaker and educator, he has been invited to share his wisdom at esteemed events hosted by prestigious organizations including the U.S. Small Business Administration, Chambers of Commerce, and the National Council of Jewish Women. As the founder of Stampede Branding, co-founder of Freetime Solutions, owner of teambuilders.agency, and former host of the popular podcast Real Live Marketing, Barry Coziahr remains an unwavering force, revolutionizing businesses nationwide.
In this episode, Ryan and Barry Coziahr discuss:
- Maximizing business growth through virtual assistants
- Utilizing virtual assistants for streamlined business operations
- Misconceptions and benefits of working with virtual assistants
- Enhancing productivity and efficiency with virtual assistants
Key Takeaways:
- The key to maximizing business growth with virtual assistants is recognizing when it's time to delegate tasks that contribute to business growth, such as sales and service delivery, allowing entrepreneurs to focus on high-impact activities while strategically expanding their business.
- Virtual assistants play a crucial role in business management by helping business owners delegate tasks, manage projects, and prioritize effectively using tools like project boards, video recordings, and chat platforms like Slack.
- The big misconceptions about working with virtual assistants are addressed through effective communication, comprehensive onboarding, and reliable monitoring systems, ensuring business owners have dedicated and productive virtual assistants who work on their schedule, contribute significantly to their business, and earn competitive wages in their respective countries.
- Leveraging the 80/20 principle, investing in virtual assistants, and implementing standardized processes and procedures can significantly enhance productivity, efficiency, and overall happiness in both personal and business endeavors.
"Take your people who are doing something the best, better than anyone else, and then get someone to help them write up their process. Video it, record it, have them show you everything. Ask tons of questions, and then take that and put it into a document." — Barry Coziahr
Resources Mentioned:
- The 80/20 Principle: The Secret to Achieving More with Less by Richard Koch: https://www.amazon.com/80-20-Principle-Secret-Achieving/dp/0385491743
- 80/20 Sales and Marketing: The Definitive Guide to Working Less and Making More by Perry Marshall: https://www.amazon.com/80-20-Sales-Marketing-Definitive/dp/1599185059
- 249 Things a Virtual Assistant Can Do For You!: https://www.teambuilders.agency/249things
Connect with Barry Coziahr:
Teambuilders Website: https://www.teambuilders.agency/
Freetime Solutions Website: www.freetime.solutions
Stampede Branding Website: https://www.stampedebranding.com/
Email: barry@stampedebranding.com
LinkedIn: https://www.linkedin.com/in/barrycoziahr/
Facebook: https://www.facebook.com/freetimesolutionsstaffing/
Instagram: https://www.instagram.com/barrycoziahr/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
About James Gallagher: James Gallagher is a seasoned entrepreneur and visionary leader in the legal technology industry. As the co-founder and CEO of Best Legal Choice, a dynamic self-help service revolutionizing the family court industry, he has dedicated over 15 years to helping law firms thrive. With a focus on automation and technology, James has empowered numerous firms to break free from the constraints of their business and achieve remarkable results. His expertise has facilitated staggering growth, with some law firms experiencing a remarkable 743% increase in just one year and over 5000% return on investment. Driven by a mission to enable financial freedom for 100,000 lawyers, James has spearheaded an incredible platform that ensures affordability, transparency, and trust in the legal hiring process. Through BestLegalChoice, individuals can post legal jobs for free and receive transparent quotes from vetted attorneys, offering immediate cost disclosure and service clarity.
In this episode, Ryan and James Gallagher discuss:
- Empowering lawyers to thrive as business owners and addressing unmet civil legal demands
- Navigating the demands and pressures in the legal industry
- Overcoming challenges and scaling a law firm
- Cultivating humility and lifelong learning for thriving in the business world
Key Takeaways:
- James set out on a mission to revolutionize legal services by empowering attorneys with the necessary tools and guidance to thrive as entrepreneurs, closing the divide between legal expertise and business proficiency while addressing the unmet demand for justice.
- In the legal profession, there is significant pressure to succeed in cases, face highly educated rivals, limited focus on business management, and inadequate attention to mental health, underscoring the need to prioritize a balanced life, introduce efficient systems, and embrace automation to reduce stress and enhance overall welfare.
- The path to successful business growth and expansion, even in the legal industry, involves entrusting responsibilities to capable individuals, leveraging personal strengths, establishing shared values and a clear direction, implementing consistent processes, and assembling a team of talented individuals who align with the company's vision.
- In order to be successful as a business leader or entrepreneur, it is essential to embrace lifelong learning, practice humility, and surround oneself with experts, as being the person who knows everything can hinder both professional and personal growth.
"If you want to be successful, you have to be a lifelong learner." — James Gallagher
Connect with James Gallagher:
Website: https://bestlegalchoice.com/
Email: james@bestlegalchoice.com
LinkedIn: https://www.linkedin.com/in/jamesgallagherceo/
Achieve seven-figure growth and beyond for your law firm through Best Legal Choice's 6-8 week Legal Accelerator program, offering comprehensive guidance on client targeting, acquisition, marketing, operations, reputation, branding, and a roadmap to success: https://bestlegalaccelerator.com/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Tom Ruwitch: Tom Ruwitch is the owner of Story Power Marketing and a seasoned marketing expert with over 20 years of experience. After successfully founding and selling MarketVolt, an email marketing software and services firm, Tom recognized the critical role of a powerful business story in achieving marketing success. With Story Power Marketing, Tom helps business owners transform their content from dull to captivating, enabling them to attract more customers and clients. By utilizing a unique and proven process, Tom and his team empower entrepreneurs to discover their business stories, strengthen their messages, and keep the power running. With Story Power, businesses can inspire prospects to take action, resulting in increased engagement, conversions, and overall marketing effectiveness.
In this episode, Ryan and Tom Ruwitch discuss:
- Transforming your expertise into captivating content
- Turning boring topics into interesting stories for audience engagement and desired results
- Unblocking writer's block and captivating serious business audiences with simple, relevant storytelling strategies
- Enhancing client communication for better outcomes
Key Takeaways:
- To overcome writer's block and craft captivating content, one must embark on a journey of exploration, uncovering unique narratives and assembling building blocks of familiar structures, thus empowering individuals to effortlessly showcase their expertise through captivating and accessible material.
- Take ordinary elements or subjects and shape them into captivating stories that mirror the hopes and challenges of your audience, guiding them through a transformative expedition from their current situation to a desired outcome, employing relatable experiences, anecdotes, or parables that deeply connect with them.
- Craft compelling stories using the three E framework (empathize, envision, enable) to overcome writer's block, captivate your audience, and build genuine connections in your business, ensuring consistency and authenticity throughout your marketing journey while avoiding the pitfalls of relying on AI-generated content.
- The key to remarkable growth and success is to foster curiosity, actively observe and appreciate, find fascination in frustrating situations, and maintain an open-minded approach that welcomes all ideas, ultimately resulting in stronger relationships and exceptional outcomes.
"There are all sorts of things that I teach in my programs about how to save time and reduce the frustration and get unstuck using AI tools. But if you let the robot write the content, what you're doing is allowing your content to go out there in a voice that's not yours and that inconsistency in voice. I am one person when I'm across the table or on a Zoom call or in a phone call and my emails are another person, that disconnect will burn you in the end." — Tom Ruwitch
Connect with Tom Ruwitch:
Website: https://storypowermarketing.com/
Email: tom@storypowermarketing.com
Show: https://podcasts.apple.com/us/podcast/the-story-power-marketing-show/id1580436823
Facebook: https://facebook.com/tomruwitch
LinkedIn: https://www.linkedin.com/in/tomruwitch/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Jeremy Stevenson: Jeremy Stevenson is the Founder and Managing Partner of iBridge global partners, a consultancy specializing in B2B and family businesses. With over 25 years of experience, Jeremy has a profound understanding of the unique challenges faced by family-owned enterprises. Having managed his parents' businesses during college, Jeremy went on to work for a consulting firm, helping countless business owners across the country. He co-founded a company that achieved over a billion in sales before selling it to Nationwide, ultimately leading him to establish iBridge. Jeremy's true passion lies in assisting family business owners in achieving their goals, from turnarounds to exits and continuing legacy businesses. His relationship-based approach enables him to build tailored solutions that align with the values and aspirations of his clients. With a proven 5-step process, Jeremy guides owners through the complexities of creating a holistic strategy, navigating the dynamics of both business and family, and designing roadmaps to succession or exit.
In this episode, Ryan and Jeremy Stevenson discuss:
- Navigating the complex dynamics of family businesses
- The challenges and importance of succession planning in family-owned businesses
- Establishing and preserving trust within complex relationships during succession planning
- The importance of starting early in exit planning for family businesses.
Key Takeaways:
- As a B2B family business strategist, Jeremy guides families through succession planning by clarifying goals, establishing a governance structure, and aligning business strategy with long-term vision for a smooth and successful transition.
- Successful succession planning involves early preparation, open discussions with family members about the business's future, and establishing a clear transition or sale plan to enable the owner to pursue their next passion while safeguarding their legacy.
- Navigating succession planning involves fostering relationships, building trust, assembling a diverse team, and helping business owners discover new passions outside their business to safeguard their legacy and facilitate a seamless transition for their families and the business's value.
- Start yesterday, get started on your exit planning and succession for your family business as soon as possible, because the process takes longer than expected and delaying it can lead to detrimental consequences for your family and legacy.
"If you just keep kicking the can down the road, it's never going to get any better. At some point, there's going to be something that happens essentially. And if nobody knows how to run the business from there, then everything's going to fall off the tracks and your family's going to be in a much worse spot." — Jeremy Stevenson
Connect with Jeremy Stevenson:
Website: https://ibridgeglobalpartners.com/
Email: jstevenson@ibridgeglobalpartners.com
LinkedIn: https://www.linkedin.com/in/jeremy-ibridge/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
Today is part two of my interview with Matt Dickens, where he invited me to be a guest on his show. In case you missed part one, I highly encourage you to give it a listen as we covered some great topics such as the differences between corporate and advisory accounting jobs, benefits of hiring a CFO or accountant, and Profit First. In this episode, we'll continue the conversation with topics like spending ratios for marketing and payroll and updating financial records. Let's dive in!
About Matt Dickens: Matt Dickens is a seasoned and knowledgeable Mortgage Loan Officer licensed in both Missouri and Illinois. With a degree in Finance & Real Estate and years of experience in the industry, Matt is an expert in the home-buying process. He is dedicated to serving his community and turning home-buying dreams into reality, taking the time to understand his client's unique situations and providing tailor-made solutions that align with their goals. Matt is committed to creating a stress-free and enjoyable home-buying experience, making him the go-to "My Mortgage Guy" for his clients.
In this episode, Ryan and Matt discuss:
- Understanding essential metrics for small business owners
- Advising small businesses on financial management
- The importance of consistent and up-to-date bookkeeping for business owners, and the drawbacks of using QuickBooks Online for accounting
- The recommended frequency for updating financial records
Key Takeaways:
- Business owners should track their product mix and find out which products or services are profitable, in order to best position their business.
- The ideal percentage of revenue allocation for small businesses is 10% to marketing, 40-45% to payroll, and 20-25% to overhead, with every percentage point over those numbers resulting in lost net income points.
- Monthly bookkeeping and financial review is important for business owners, but the biggest challenge is procrastination, so blocking out a specific time is crucial.
- Hiring an accountant is the first hire a small business owner should make to free up time, identify inefficiencies, and ultimately make more money.
"You're virtually losing money because you're stopping yourself from being able to scale. Someone's got to come in and identify some type of inefficiency." — Matt Dickens
Connect with Matt Dickens:
Website: https://www.homesteadfinancial.com/loan-officers/matt-dickens/
LinkedIn: https://www.linkedin.com/in/m-dickens/
Facebook: https://www.facebook.com/mdickensmortgages/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
Welcome to a two-part special episode of the Net Profit Podcast. In this two-part special, I'm actually going to be the guest on my friend Matt Dickens's podcast. Matt invited me to share my expertise on business finances with his audience. The first part of our conversation will cover effective techniques for halting financial losses and scaling your business. So, if you're a small business owner, this one's for you!
About Matt Dickens: Matt Dickens is a seasoned and knowledgeable Mortgage Loan Officer licensed in both Missouri and Illinois. With a degree in Finance & Real Estate and years of experience in the industry, Matt is an expert in the home-buying process. He is dedicated to serving his community and turning home-buying dreams into reality, taking the time to understand his client's unique situations and providing tailor-made solutions that align with their goals. Matt is committed to creating a stress-free and enjoyable home-buying experience, making him the go-to "My Mortgage Guy" for his clients.
In this episode, Ryan and Matt discuss:
- The key differences between a corporate accounting job and running an advisory-focused accounting firm
- How hiring a CFO or accountant can boost your small business's growth and profitability
- The importance of keeping up with pricing and payroll for small businesses and identifying inefficiencies through a CFO's perspective
- How does Profit First work and what are its advantages and disadvantages
Key Takeaways:
- Working as a CFO is advisory focused -- helping business owners grow profits while working in a big four accounting firm is compliance-focused -- keeping corporations in check. The decision to pursue one path or the other depends on personality traits and life goals.
- If you struggle with numbers, consider hiring a CFO to help grow your business profitably, particularly if you're generating half a million to a few million dollars annually.
- Sometimes business owners overlook the importance of monitoring prices, payroll, and personnel expenses, but keeping track of them is crucial for long-term profitability.
- Real estate professionals should set aside 20% of each deal in a designated account for taxes, refrain from using the funds for other expenses, and consider implementing the Profit First system while being aware of its limitations.
"You can get an accountant who is an expert in your business at a reasonable cost when you reach the six-figure level. They will take care of everything and save you a lot of time. The opportunity cost of doing all the work yourself is not worth it." — Ryan Kimler
Connect with Matt Dickens:
Website: https://www.homesteadfinancial.com/loan-officers/matt-dickens/
LinkedIn: https://www.linkedin.com/in/m-dickens/
Facebook: https://www.facebook.com/mdickensmortgages/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Jordan Ostroff: Jordan Ostroff is a successful lawyer, visionary entrepreneur, and host of multiple Facebook live shows. Born in South Florida, Jordan knew he wanted to be a lawyer from a young age and honed his skills by competing in trial competitions across the country while studying at the University of Central Florida and later at Barry University's School of Law. After working as a prosecutor for the State Attorney's Office, Jordan founded Jordan Law FL in 2015, a personal injury firm that focuses on using technology and automation to provide top-level legal work with care and compassion. He also started LegalEase Marketing, a fractional CMO for the legal space that helps other lawyers avoid the mistakes he made when starting his own firm. Additionally, he serves as a board member of Big Brothers Big Sisters of Central Florida, a non-profit that pairs underserved children with professionals who mentor them and help them achieve success.
In this episode, Ryan and Jordan Ostroff discuss:
- The importance of ideal client avatar and tracking ROI for positive marketing ROI for businesses
- How can law firms avoid wasting marketing resources and instead focus on attracting the clients they want to work with
- Strategies for business growth through target setting, client avatars, and CRM systems
- Maximizing the value of your law firm with a custom marketing plan
Key Takeaways:
- To succeed in marketing, it's crucial to know your ideal client and be specific, allocate 10-20% of revenue to marketing, and aim for a 5-10X ROI.
- Analyze data to determine your ideal clients and profitable cases, create a solid marketing plan with a sales process, and track leads carefully to avoid costly errors in law firm marketing.
- It's essential for law firms and small business owners to have a solid foundation in place, including a client avatar and a CRM system, to attract and retain ideal clients, which requires tracking leads from the initial interaction to the point of hiring and solving any issues that arise along the way.
- Developing a tailored strategy, improving sales approach, monitoring leads, optimizing spending, and continuously improving can benefit law firms by enhancing client experience, boosting brand recognition, and generating more referrals.
"If you can let go of a view of perfection, you can liberate yourself to try and try again and make changes and try again, and learn from failure and learn from success." — Jordan Ostroff
Connect with Jordan Ostroff:
Website: legaleasemarketing.com
LinkedIn: https://www.linkedin.com/in/jordan-ostroff/
Facebook: https://www.facebook.com/jordan.ostroff
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Mike Payne: Mike Payne is a highly skilled transactional lawyer and CPA, as well as the Founder and CEO of BOSS Advisors, a revolutionary hybrid law firm and accounting firm based in Arizona. With over 17 years of experience working with business owners, individuals, and nonprofit organizations, Mike is an expert in providing clients with legal, tax, accounting, and payroll solutions to help them succeed from startup to growth to sale. As a proud father of five beautiful children, Mike is passionate about helping local businesses and their owners and families, as well as nonprofit organizations nationwide. He was awarded the Rising Stars designation of top-rated practicing attorneys selected through extensive evaluation in 2022.
In this episode, Ryan and Mike Payne discuss:
- The unique business structure and legal subscription service provided by BOSS Advisors in Arizona and the legal documents and entity structure that small business owners and startups need to protect themselves
- The benefits of a legal subscription for small business owners to protect their businesses proactively and save money in the long run
- The importance of value pricing in small businesses and service-based businesses to increase profits, reduce costs, and protect against litigation
- The significance of hiring a business coach and building a team of advisors to improve personal and business performance as a business owner
Key Takeaways:
- BOSS Advisors is a company that provides small business owners with a wide range of services including legal, accounting and tax, to aid in informed decision making, risk mitigation, tax saving, and also offers a legal subscription service with pre-approved legal documents for varied business requirements.
- Some small business owners skip working with lawyers due to high costs, but subscribing to a legal service with regular meetings can prevent costly legal problems.
- Choosing a value-based pricing strategy that meets client needs can boost profits and reduce legal risks and emotional strain while maintaining a positive company culture.
- Investing in oneself as a business owner through hiring a business coach and surrounding oneself with a good team of advisors pays dividends, improves personal and business performance, and helps navigate the painful parts of the process more quickly.
"If you're subscribing to Netflix and you watch a hundred movies or two, you're gonna pay the same price. And that's how our legal subscription works as well." — Mike Payne
Connect with Mike Payne:
Website: https://www.bossadv.com/
Email: mike@bossadv.com
LinkedIn: https://www.linkedin.com/in/michaelpaynejdcpa/
Facebook: https://www.facebook.com/bossadvisorsaz
Jared Greer’s ‘Greer Method’: https://greermethod.com/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Chelsea Taylor-Sturkie
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Ron LaBeau: Ron LaBeau is the proud owner of Show Me Custom Gifts and Show Me Monuments, where they specialize in laser engraving. After spending over 25 years in the corporate world, Ron finally realized his dream of owning his own business, due to a sudden job loss in February 2020. He's truly passionate about assisting businesses and grieving families during their times of need. Ron understands the struggles of finding new customers and the frustrations of dealing with empty promises from marketing agencies. That's why he believes in investing in his business and providing top-notch, customized products that serve as mobile billboards and generate positive word-of-mouth referrals. Ron's unwavering dedication to his craft and commitment to customer satisfaction have positioned Show Me Custom Gifts as a trusted business partner for enterprises seeking to grow their revenue and achieve sustainable month-over-month growth. With two years of successful operation under his belt, Ron continues to prioritize his customers' success above all else.
In this episode, Ryan and Ron LaBeau discuss:
- Navigating the shift from corporate job to entrepreneurship and balancing family life
- Financial management tips for small business owners
- Boosting profit margins with effective pricing, cost control, and product mix optimization
- Tracking profit margins, reviewing product mix, and planning for the transition to entrepreneurship
Key Takeaways:
- Transitioning from a corporate job to running a business can bring significant lifestyle adjustments and longer working hours for families, but it also provides opportunities to spend quality time with loved ones and pursue personal passions.
- Ryan's guidance has helped Ron gain a better understanding of his business financials, including profit and loss statements and balance sheets, enabling him to make informed decisions and increase profits, despite having no prior knowledge in this area.
- Regularly reviewing gross margins and seeking professional advice from an accountant or CFO can help business owners make informed decisions about their products and services, increase their profit margins, and avoid missed opportunities for growth.
- To increase profits, business owners should track their profits, review their product mix using the 80/20 principle, and cut unprofitable products. Aspiring entrepreneurs should find their passion and plan for the next six months to prepare for starting their own business.
"Find something that you would enjoy doing every single day, because if you don't love your work, it's going to be a job." — Ron LaBeau
Connect with Ron LaBeau:
Website: https://showmecustomgifts.com/
Email: ron@showmecustomgifts.com
Phone: (314) 680-9225
YouTube: https://www.youtube.com/channel/UCr1HHnZxSctJyaq5bmJbZaQ
LinkedIn: https://www.linkedin.com/in/ronlabeau/
Facebook: https://www.facebook.com/showmecustomgifts
Instagram: https://www.instagram.com/showmecustomgifts/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Jeff Hockett: Jeff Hockett is an experienced tax expert, licensed realtor, author, and podcast host based in Peoria, Arizona. With over 30 years of experience in the tax industry, Jeff has helped numerous clients save money on taxes and provided audit services and tax resolution work. He is an Enrolled Agent and has been an active member of various organizations over the years, always donating his time to many volunteer positions. Jeff's dedication to his clients is reflected in the awards he has received for top-notch services in both individual and team categories. Along with running Hockett Tax, he also manages the Hockett Team and West Valley Management. His book Tax Code Game Strategy and podcast More Money in Your Pocket have been well-received, and Jeff often travels across the country to put on seminars.
In this episode, Ryan and Jeff Hockett discuss:
- Common mistakes business owners make with their taxes and how to avoid them.
- How to help business owners who haven't filed taxes in years and accrued penalties, interest, and debts navigate the IRS forgiveness process.
- The importance of filing tax returns as a business owner is to update the IRS on true income and avoid incorrect audits and tax liability, with a focus on pass-through income.
- Maximizing tax savings by accurately reporting business expenses to the IRS through timely tax return filing.
Key Takeaways:
- Working with a professional to be IRS compliant can prevent penalties, liens, and frozen bank accounts, leading to financial ruin, so it's important to open IRS letters and seek help.
- A tax expert assists business owners in complying with the IRS, avoiding trouble, and offering solutions for tax resolution.
- Filing tax returns accurately and on time is crucial to avoid penalties and to report accurate income, which can affect tax credits.
- Reporting business expenses in tax returns is necessary to provide proof to the IRS and reduce the amount owed in taxes.
"Once you get compliant, stay compliant. That's what the IRS wants. That's why they'll give you a fresh start, but if you keep messing it up, they're gonna want to come talk to you and find out what's going on." — Jeff Hockett
Connect with Jeff Hockett:
Website: https://www.hocketttax.com/
Book: Tax Code Game Strategy
Show: https://podcasts.apple.com/us/podcast/more-money-in-your-pocket/id1656050908
LinkedIn: https://www.linkedin.com/in/jeff-hockett-8544614/
Facebook: https://www.facebook.com/hocketttaxandpayroll/
Instagram: https://www.instagram.com/hocketttax/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Chris Gwinn: Chris Gwinn is a visionary leader who has successfully built his own company, Great Lakes Advisory, by standardizing operating procedures, developing leadership skills, and aligning everyone's goals. He is an expert in process optimization, which has helped him achieve a 100% remote team, increase productivity, and promote autonomy among employees. Chris began his career in finance, working at Northern Trust Wealth Management, where he managed over $85 million of client assets and provided holistic wealth management solutions. Later, he served as the Director of Finance and Operations at Harmony Center for Surgery of the Ears, Nose, and Throat, where he streamlined workflows, improved patient satisfaction, and grew the practice's visibility in the metro Detroit area. He is also an active member of the CFA Society of Chicago, the Entrepreneurs' Organization Accelerator Program, and the BNI Chicago Referral Exchange.
In this episode, Ryan and Chris Gwinn discuss:
- Simplifying business operations through standardizing procedures for small business owners
- Balancing client service and delegating responsibilities as a business owner while avoiding missed opportunities
- Strategies for improving employee retention and reducing turnover by documenting and streamlining business processes
- Crafting effective job descriptions to attract the best-fit candidates for your organization
Key Takeaways:
- Standardizing critical business procedures is crucial for scaling and improving profitability, and this involves identifying and standardizing the 20% of processes that generate 80% or more of the outcomes through documentation and training to increase efficiency, capacity, and consistency in customer service.
- To scale and grow a business, owners need to delegate responsibilities and focus on high-level strategy rather than getting caught up in day-to-day operations, which requires standardizing operations, building systems and processes, and hiring the right people to consistently serve customers.
- Investing in a comprehensive and customized onboarding program that includes online resources and training not only improves employee morale and retention, but also reduces the overall cost of training and turnover while providing a better training experience.
- A clear and detailed job description based on documented responsibilities and processes can improve recruitment and attract the right candidate with the necessary skills, making the interviewing process easier and ensuring expectations are met.
"As a business owner, your time is finite. You have 168 hours in a given week, which will never change. So you need to be able to leverage your time and be able to employ folks around you, consistently serve your customers, and really focus more on guiding the entire organization towards your greater vision." — Chris Gwinn
Connect with Chris Gwinn:
Website: www.greatlakesadvisory.com
LinkedIn: https://www.linkedin.com/in/chris-gwinn-cfa-96383b26/ and https://www.linkedin.com/company/greatlakesadvisory
Twitter: https://twitter.com/GLA_ChicagoIL
Facebook: https://www.facebook.com/GreatLakesAdvisoryChicago
Instagram: https://www.instagram.com/greatlakesadvisory/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Chelsea Taylor-Sturkie
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Sasha Berson: Sasha Berson has a wealth of business experience as a serial entrepreneur, advisor, and speaker spanning over two decades. He is the owner of Grow Law Firm, a Chicago-based digital marketing company that helps small law firms get more clients. Sasha is also the owner of Comrade Marketing, a marketing agency that assists small business owners in achieving their growth objectives. He also co-founded one of the nation's top wholesale lending operations that raised over $5 billion in funding. Sasha is an expert in aiding small and medium-sized businesses in reaching their objectives. He focuses primarily on the legal industry and assists small law firm owners in doubling their revenue in three years or less. Additionally, Sasha is a best-selling co-author with Steve Forbes and takes pleasure in mentoring entrepreneurs while staying up-to-date on the most recent business trends and techniques.
In this episode, Ryan and Sasha Berson discuss:
- What should businesses look for in a marketing firm when aiming to increase leads, sales, and grow their business?
- Importance of marketing reports in measuring return on investment and what businesses should expect from their marketing firm
- Identifying key mistakes business owners make when working with a marketing firm and determining when it's time to cut ties and find a more effective partner
- The advantages of hiring an expert marketing firm with a sizable and expert labor force and the pitfalls of hiring a cheap marketing company
Key Takeaways:
- When hiring a marketing firm or any expert, interview at least three with a track record, define the problem and desired solution, and only choose those who can provide a clear plan to get you from point A to point B, so you can make an informed decision.
- To track and optimize marketing efforts, business owners need to measure sales-qualified leads and cost per lead, receive comparative reports, and have a dedicated account manager to ensure transparency and address concerns.
- To get the best results from your marketing firm, it's important to hire the right team from the beginning and regularly evaluate their progress, using important metrics to determine if it's time to part ways if they're not meeting expectations.
- If you hire a cheap marketing company, you'll waste your money as nothing fails more consistently than cheap marketing, therefore investing in expertly planned and executed marketing with a team that can deliver a significant amount of firepower is crucial.
"Nothing fails in this world as consistently as cheap marketing. If you're like, I don't have the budget to pay you guys, okay, save your money. Do not hire a cheap marketing company. You will waste another year. You will not make a sizable return investment. Just save yourself." — Sasha Berson
Connect with Sasha Berson:
Website: https://growlawfirm.com/
Email: info@growlawfirm.com
Show: https://growlawfirm.com/podcast
YouTube: https://www.youtube.com/channel/UCrBWJr36by51NtPBZJAreyQ
LinkedIn: https://www.linkedin.com/in/aleksanderberson/ and https://www.linkedin.com/company/grow-law-firm/
Facebook: https://www.facebook.com/growlawfirm
Instagram: https://www.instagram.com/grow_lawfirm/
Phone: (312) 854-7724
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Chelsea Taylor-Sturkie
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Nick Dunham: Nick Dunham is a seasoned attorney and CPA who has found his passion in helping small businesses thrive. With years of experience working as a tax manager in Big Four Accounting, as an attorney at a litigation law firm, and as an owner of both a CPA and private law practice, Nick has the knowledge and expertise to guide businesses through any stage of their journey. As the founder of Nick Dunham Bookkeeping, L.L.C., Nick now focuses on partnering with entrepreneurs, attorneys, and small law firms across the country to handle their bookkeeping and controller needs. He understands that many business owners struggle with managing their finances, and he's committed to helping them free up their time and make informed decisions by taking the burden of bookkeeping off their shoulders.
In this episode, Ryan and Nick Dunham discuss:
- Why hiring a virtual bookkeeper is a must even for small businesses
- Common bookkeeping mistakes that could lead to profit loss for small business owners
- What to expect when working with a bookkeeper and how they can assist in avoiding costly bookkeeping mistakes
- Key questions for business owners to ask their bookkeeper after reviewing monthly reports and financial statements
Key Takeaways:
- For small business owners, hiring a virtual bookkeeper becomes beneficial once their revenue reaches around a hundred thousand, as it frees up their time to focus on growing their business instead of getting bogged down with bookkeeping.
- Putting off bookkeeping and relying solely on bank balances to run a business may result in missed expenses, late fees, and tax penalties, underscoring the importance of hiring a bookkeeper early on to prevent costly errors.
- Working with a bookkeeper is a hassle-free way for business owners to save both time and money. The process is simple, and requires little effort from the business owner. Moreover, with cloud technology, it becomes even more convenient.
- Business owners should review monthly profit and loss statements to track their progress, manage expenses, capture tax deductions, and reduce costs.
"What I tend to see is a lot of people are wearing a lot of hats as an owner, and there's only so much time to go around. So do you want to spend your time doing your bookkeeping or spend doing the reason you started the business, you know, selling a product, whatever it may be?" — Nick Dunham
Connect with Nick Dunham:
Website: www.nickdunhambookkeeping.com
LinkedIn: https://www.linkedin.com/in/nicholas-dunham-attorney-cpa-%E2%9E%A1%EF%B8%8F-virtual-bookkeeper-a10542121/
Facebook: https://www.facebook.com/nick.dunham.904 and https://www.facebook.com/nickdunhambookkeeping/
Instagram: https://www.instagram.com/theattorneysbookkeeper/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Ron Bockstahler: Ron Bockstahler is a Chicago-based entrepreneur, co-founder, and CEO of Amata Office Solutions and principal broker for Amata Realty Group. Since founding Amata in 2002, Ron has developed the most prominent privately-owned office suites provider in Chicago, catering to businesses of all sizes, from solo practitioners and startups to more giant corporations looking to establish satellite locations. As a licensed brokerage, Amata offers its clients the infrastructure of a large law firm, including access to legal support services, practice management software, scalable office options, and remote work solutions. When he’s not working, Ron is a devoted father and husband who loves traveling in his RV with his wife and five children, with the goal of visiting all 50 states in just five years. Ron is also an Ironman competitor and a trusted advisor to attorneys looking to set up their law practice or increase their bottom line.
In this episode, Ryan and Ron Bockstahler discuss:
- The benefits of shared office spaces for small business owners in the growth phase
- Best practices for hiring and onboarding outsourced employees that ensure success and efficiency for business owners
- Maximizing your time and opportunity cost: how building a system that runs efficiently can help you focus on growth and increase your bottom line
- How to delegate effectively and free up time for more important tasks
Key Takeaways:
- One option to reduce costs and have more flexibility when starting a business is to use a shared office space, while buying an office should be considered mainly for tax purposes, and going for a short-term lease can help minimize risks associated with long-term agreements.
- In business, it's important to limit risk, especially when starting out, as putting everything at risk can negatively impact your balance sheet and ability to receive financing, and focusing on a niche can be a key factor in long-term success and stability.
- When hiring outsourced workers, make sure to choose a company that has screened their backgrounds and secured NDAs, and as a business owner, be clear about their responsibilities and access to necessary tools.
- To run a business successfully, delegate to experts, focus on what you're good at, outsource tasks you dislike, and reduce stress and pressure.
"Be that revenue generator. And if you're not the revenue generator, you hire someone that is. Not everyone starts a business as a revenue generator. Whatever your strength is, focus on your strength and find the right people to do the other portions." — Ron Bockstahler
Connect with Ron Bockstahler:
Website: www.amataoffices.com
LinkedIn: https://www.linkedin.com/in/ronbockstahler/ and https://www.linkedin.com/company/amata-law-office-suites/
Twitter: http://www.twitter.com/amataoffices
Facebook: https://www.facebook.com/search/top?q=amata%20law%20office%20suites
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Steve Fretzin: Steve Fretzin is a renowned coach, skills trainer, and keynote speaker in the legal industry. With almost two decades of experience, he has dedicated his career to helping lawyers achieve their full potential in business development and succeed in their law practices. As a frequent media contributor, Steve has written four books on legal marketing and business development, hosts the highly-rated podcast "BE THAT LAWYER," and has been featured in numerous publications, including the Chicago Tribune, Crain’s, and Entrepreneur.com. He offers customized coaching and training programs to highly motivated lawyers, helping them become confident, organized, and skilled rainmakers. Through his MBA-level program and peer advisory roundtables, Steve has a proven track record of dramatically boosting lawyers' incomes, with many of his clients doubling or tripling their existing business in just 12-16 months.
In this episode, Ryan and Steve Fretzin discuss:
- How a business development coach can greatly benefit the marketing department and small business owners.
- Accelerating growth through skills and methods training in a structured environment.
- Evaluating factors for suitability as a coaching client for personal or business growth.
- The benefits of a peer group for business owners to achieve growth and improvement.
Key Takeaways:
- Steve helps individual attorneys achieve rapid business growth with optimal results through a combination of mindset, training, and coaching that emphasizes accountability, relationship building, and specialized skill development.
- Finding a good fit with a coach involves focusing on personality fit, expertise, and approach, auditing classes, and seeking recommendations from previous clients.
- As a business development coach, Steve helps lawyers improve relationships and grow business through planning, execution, and performance improvement in a typical coaching period of 6 to 8 months.
- Furthermore, Steve steps into a facilitator role rather than a trainer and helps them progress to the next level by moving them to a peer group where they work with other successful business owners and are held accountable.
"Lawyers are a group of wonderful people. They're noble people and they aren't really being taught something that's so critical to their freedom, control, and balance in their lives. And here I have all the keys to the kingdom. I just have to find ambitious, hungry attorneys that want to learn. And when I do, magic happens and we all end up being in a wonderful place." — Steve Fretzin
Connect with Steve Fretzin:
Website: https://www.fretzin.com/
Email: steve@fretzin.com
Book: https://www.amazon.com/Books-Steve-Fretzin/s?rh=n%3A283155%2Cp_27%3ASteve+Fretzin
Show: https://podcasts.apple.com/us/podcast/be-that-lawyer/id1498488978
YouTube: https://www.youtube.com/user/SalesResultsInc
LinkedIn: https://www.linkedin.com/in/stevefretzin/
Twitter: https://twitter.com/stevefretzin
Facebook: https://www.facebook.com/salesresults/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Michael DeLon: Michael DeLon joins us again in this part two of this doubleheader episode. Michael is a well-known expert in credibility marketing and serves as the President of Paperback Expert. He guides business owners in strengthening their brand image and establishing themselves as credible experts in their industry. He does this through strategies like writing a book, becoming a bestselling author, and hosting a successful podcast, allowing these business owners to attract more clients, get more referrals, and ultimately grow their business. He wrote the book "On Marketing" and is the creator of "The Credibility Game Plan". With over 9 years of experience, he has helped business owners from across the US and globally establish and promote their credibility. Outside of work, Michael values family, is a dedicated Christian, and actively participates in his church community.
In this episode, Ryan and Michael DeLon discuss:
- The crucial role of having a clear message in the success of writing a book.
- The pitfalls of neglecting to consider why writing one’s book may not be the best choice.
- Why simply being an author and having a book is not enough.
- The noticeable impact a well-crafted book can have on a prospect's perception and engagement.
Key Takeaways:
- Having a clear message is essential to stand out in today's cluttered world. The process of creating a book must focus on uncovering the author's message and brain strategy through an interview, based on the principle that people are more likely to buy from individuals they see as credible.
- Creating a book starts by bringing in a professional writer to have conversations with the author and extract their expertise to create a compelling book outline. The goal is to help the author become an Amazon bestselling author by handling everything except the content, which they will "speak to write," and the writer will turn into a polished manuscript.
- Being an Amazon bestseller is about increasing your credibility. Michael’s goal is to turn clients into bestsellers, giving them a title that holds weight and raises their reputation. This title will become a permanent part of their brand, making a positive impact on their online presence and public platforms.
- Having a book that potential clients can read before meeting with you sets the stage for a successful conversation. They'll have all their questions answered, understand your background, and see your expertise in action.
"Even if you're an Amazon bestselling author and have all this credibility, if you don't know how to use your book in your marketing to gain clients, get referrals and grow your revenue, it's a doorstop. You're not going to get rich and make an impact by publishing a best-selling book and putting it on Amazon. You've got to know how to use your book in your marketing." — Michael DeLon
Connect with Michael DeLon:
Website: https://paperbackexpert.com/
Book: https://www.amazon.com/Marketing-Definitive-Business-Owners-Second/dp/1511412054
Show: https://podcasts.apple.com/us/podcast/experts-speak/id1454536785
YouTube: https://www.youtube.com/channel/UCa05hG7SObdPO-M03mlgcKA
LinkedIn: https://www.linkedin.com/in/michaeldelon/
Facebook: https://www.facebook.com/PaperbackExpert
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Michael DeLon: Michael DeLon is the leading authority in Credibility Marketing. As the President of Paperback Expert, he guides business owners in clearly communicating their brand and establishing themselves as credible experts in their field. He does this through strategies such as writing a book, becoming a bestselling author, and creating a successful podcast, enabling these business owners to acquire more clients, receive more referrals, and ultimately grow their revenue. He is the author of On Marketing, a #1 Amazon Best-Selling author, and the Creator of The Credibility Game Plan. With over nine years of experience, he has worked with business owners from all over the United States and internationally, helping them establish and market their credibility. He is a devout family man, a committed follower of Jesus Christ, and is deeply involved in his church.
In this episode, Ryan and Michael DeLon discuss:
- Setting foot in the publishing industry and empowering individuals to turn their ideas into bestselling books
- Understanding why businesses lose their competitive edge and eventually fail without a strong brand presence
- Simplifying the marketing process and clearly communicating your message to attract and retain customers
- Proving that effective marketing doesn't have to come at a high cost for small businesses.
Key Takeaways:
- As business owners, we all have a unique story to share that aligns with our message, yet many of us fail to do so. Without a distinct brand, we become just like all the other "coffee beans" on the table - indistinguishable from our competitors.
- To stand out and attract customers, it's crucial to have a clear and compelling message that resonates with your audience and captures their attention. Refrain from blending in with the crowd - let your unique story shine through.
- Marketing is all about making a lasting impression. When a potential customer needs your services, you want to be the first person they think of and the one they have the best association with. Only a few people are actively looking for what you offer, so it's essential to make a strong impact and establish yourself as the go-to option in their minds.
- Most businesses scatter their marketing efforts, playing "whack-a-mole" with various tactics. The key is simplifying your marketing by having a clear and consistent message that ties into one lead generation magnet. This simplifies your efforts and saves money in the long run.
"I live by three words: Clarify, simplify, and multiply in that order. Everybody wants multiplication. But in order to get that, you first have to clarify your message." — Michael DeLon
Connect with Michael DeLon:
Website: https://paperbackexpert.com/
Book: https://www.amazon.com/Marketing-Definitive-Business-Owners-Second/dp/1511412054
Show: https://podcasts.apple.com/us/podcast/experts-speak/id1454536785
YouTube: https://www.youtube.com/channel/UCa05hG7SObdPO-M03mlgcKA
LinkedIn: https://www.linkedin.com/in/michaeldelon/
Facebook: https://www.facebook.com/PaperbackExpert
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Andy Santiago
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
About Doug Sandler: He has interviewed hundreds of business leaders. As co-host of The Nice Guys on Business Podcast and an interviewer, Doug has interviewed digital marketing guru Gary Vaynerchuk, media superstar Arianna Huffington, ABC’s Dan Harris, Celebrity Apprentice Jeffrey Hayzlett, NY Times and Wall Street Journal best-seller Jeffrey Gitomer, and dozens of celebs and business leaders. As an author, Doug’s book, Nice Guys Finish First, is an Amazon best seller. Doug is a nationally recognized speaker and shares his Nice Guy’s relationship-building message with businesses across the country. As Turnkey’s concept development expert, Doug works directly with clients on podcast planning and development.
In this episode, Ryan and Doug discuss:
- The first steps in creating a podcast
- Community, Influence, and Money
- The golden opportunity in podcasting
- What it takes to launch a podcast right
Key Takeaways:
- The people who would have the easiest time starting a podcast would be those who know their market, their offer, and their message. At the minimum, you’ve got to understand what your brand is.
- There are generally three reasons why people build a podcast: either they want to build a community, become an influencer and resource within their industry, or just want to make money. These three are all byproducts of each other but leaning into one direction at the beginning is the best way for you to start at the pace that is appropriate for your goal.
- The golden opportunity in podcasting comes from putting somebody in the guest seat that’s prequalified to buy what you sell, refer business to you, or have a product or service that complements but doesn’t compete with yours through an affiliate relationship.
- Launching a podcast right would take time and would take people. Editing, producing, or distributing are probably not in your zone of genius. By doing these things yourself and rushing the launch with barely any direction, you’ll only be giving yourself a hard time for little to no results.
"[On podcasting] It's a business development tool. It's a lead gen tool in many cases. And whether you're in it for building community, growing your influence, or making money, the byproduct of all of those is it's going to lead back to more business." — Doug Sandler
Check out Doug’s book, “Nice Guys Finish First”, by clicking on this link: https://www.amazon.com/Nice-Guys-Finish-First-Sandler/dp/162865161X
Connect with Doug Sandler:
Website: https://turnkeypodcast.com/
LinkedIn: https://www.linkedin.com/in/doug-sandler-1a346649/
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Chelsea Taylor-Sturkie
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Ryan discussed:
- A CFO’s job is to track and analyze
- CFOs bring corrective action plans
- Can small businesses benefit from CFOs?
Key Takeaways:
- A CFO tracks revenues, profit, and cashflow and then analyzes the strengths and weaknesses of each of those. They identify which parts of the finances work well and which don’t.
- Another piece of the CFO’s job is that they take the item that’s not working well and bring a corrective action plan to the CEO or owner.
- Even small business owners can really benefit from hiring a CFO because CFOs help you along the way with finances with analysis and advice. When you reach around half a million dollars a month in revenue, then you can try bringing in a CFO part-time.
"The CFOs job is that they take all the financials that the bookkeeper and the accounts put together and analyze the numbers so that they can inform the business owner on what's working well, what's not working well. " — Ryan Kimler
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Chelsea Taylor-Sturkie
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Ryan discussed:
- What is the Profit First System?
- The good things about Profit First
- How bad habits defeat the system
- The really ugly parts of Profit First
Key Takeaways:
- In the Profit First System, Mike Michalowicz tells business owners to create five different accounts: a revenue account, a profit account, an owner’s pay account, a tax account, and an operating expenses account.
- There are two good things about the Profit First system that any business owner could benefit from. It ensures that businesses have profit and that there’s money set aside for taxes. It also helps business owners to shed bad habits around money and develop good ones.
- The bad thing about the Profit First System is that it’s easy to get around it. If you want the system to work, you have to never deviate from it or else it defeats the purpose. Transferring money around could get tedious, especially without an accountant that’s implementing the system.
- The really ugly part of the Profit First System is that every time that you grow your business, you’ll go up a bracket, you’ll be taking a pay cut initially and it will take a long time before you catch up. Also, the system doesn’t take into account inventory purchases. So when you run out of materials, you’ll have to take money somewhere you shouldn’t and that defeats the purpose of the system.
"When I get asked, “should I use Profit First in my business?” I think that it's not a one-size-fits-all, there is definitely a good, bad and ugly. I think that it serves business owners to a point." — Ryan Kimler
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan Kimler:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Chelsea Taylor-Sturkie
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.
Growing a business’ net profits can be an overwhelming task when the business owner tries to do it all on their own. That is why The Net Profit Podcast with Ryan Kimler is here! Ryan will interview financial experts and business owners to help share the nuggets of wisdom one episode at a time. If you are a business owner working to grow your company’s net profits, then this is the podcast for you!
Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit
Connect with Ryan:
Net Profit CFO Home Page: www.netprofitcfo.com
Email: ryan@netprofitcfo.com
Facebook: www.facebook.com/rkimler
LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/
LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/
LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/
Show notes by Podcastologist Chelsea Taylor-Sturkie
Audio production byTurnkey Podcast Productions. You're the expert. Your podcast will prove it.