Creative Agency Success Show Por arte de portada

Creative Agency Success Show

De: Summit Virtual CFO by Anders
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  • Resumen

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

    VCFO Deep Dive: Beyond HGTV Success featuring Traci Barrett
    Jul 15 2024
    “After almost 20 years of doing that nonstop, I started to lose myself a little bit. I started to wonder, is this what I want to do for the next chapter of my life? Is there something else out there for me? When I looked around in corporate America, what I realized and what I saw was that there were a lot of people like me. I really wanted to get off autopilot. I felt like nobody in my life was getting the best part of me.” – Traci Barrett The finer details of this episode:Review and analysis of The Root of All Success with The Real Jason Duncan’s Beyond HGTV Success Featuring Traci BarrettEmphasis on the unique thought of the episodeExploration of success and life transitionsImportance of identifying the right client fit and company cultureImpact of generosity on business relationships and company cultureTransformational impact of Traci's strategic life mapping processAppreciation for diverse perspectives on success from Jason Duncan's podcast Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/Love our content? Sign up for our newsletter: https://www.summitcpa.net/summit-newsletterDigital Dollars and Cents: A Virtual CFO’s Playbook to help Digital Companies Create a Financial Roadmap to Success, is now an audio book! Download it here: https://vcfo.summitcpa.net/ddcConnect with Traci here: https://www.linkedin.com/in/tracischubertbarrett/Check out Navigate the Journey here: https://www.navigatethejourney.com/Check out Traci’s website here: https://www.tracischubertbarrett.com/Catch the full episode here: https://www.therealjasonduncan.com/podcasts/the-root-of-all-success-with-the-real-jason-duncan/episodes/2148159261 Timestamps: The unicorn (00:04:05)Discussion on the most unique thought of the episode, focusing on success beyond money and titles. Traci's journey (00:05:28)Traci's transition from corporate world to entrepreneurship, and the realization of wanting more from life. Defining success (00:08:03)Traci's personal definition of success and the importance of using unique talents to have a positive impact. Visionary vantage (00:13:12)Discussion on identifying what one wants and why, and the journey to create a different and entrepreneurial company culture. The client relationship dilemma (00:18:15)Discussion on deciding whether to take on a lucrative project that doesn't align with company values. Identifying the right client (00:19:44)Exploring the importance of understanding if a client is the right fit for the team and the impact of a mismatched client-team relationship. Learning from mistakes (00:21:29)Reflecting on the consequences of trying to retain a client who mistreats the team and the importance of addressing such situations promptly. Generosity and company culture (00:24:12)Exploring the role of generosity in shaping company culture, fostering relationships, and creating a positive work environment. The mic drop moment (00:34:55)Reflecting on the significance of identifying personal motivations and goals, as well as the impact of building meaningful relationships in business. The strategic life map (00:35:20)Discussion about the impact of a strategic life map on personal and professional decisions. Transition to second half of life (00:36:13)Exploring the concept of transitioning to a new phase in life after achieving initial success. Impact on personal and professional life (00:37:49)Reflection on the ups and downs of life and how it influences relationships and career decisions. Finding passion and purpose (00:40:09)Discussion about the importance of doing what one loves and finding purpose in daily activities. Identifying personal "why" (00:42:00)Exploring the significance of understanding one's motivation and purpose in life and work. Podcast review and conclusion (00:43:37)Reflection on the podcast and its value, expressing anticipation for future episodes.
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    44 m
  • VCFO Deep Dive

    VCFO Deep Dive
    Jul 11 2024

    Episode resources:

    • Summit Virtual CFO by Anders website: https://www.summitcpa.net/
    • Love our content? Sign up for our newsletter: https://www.summitcpa.net/summit-newsletter
    • Digital Dollars and Cents: A Virtual CFO’s Playbook to help Digital Companies Create a Financial Roadmap to Success, is now an audio book! Download it here: https://vcfo.summitcpa.net/ddc

    Timestamps:

    The podcasting journey (00:00:14)

    Jamie recounts the evolution of the podcast, from its humble beginnings to its current loyal listener base.

    Introduction of the new podcast format (00:01:04)

    Jamie introduces the new format, inspired by the "Rewatchable" podcast, and discusses the idea of discussing existing material through 11 topics.

    The 11 topics of the new format (00:02:49)

    Jamie explains the 11 topics that will be used to discuss existing material, ranging from financial advice to marketing and pipeline strategies.

    Excitement for the new format (00:08:28)

    Jamie expresses excitement and anticipation for the new format, emphasizing the importance of being excited about the podcast's content.
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    9 m
  • A Deep Dive into Leadership, Problem Solving, and Team Engagement with J. Scott

    A Deep Dive into Leadership, Problem Solving, and Team Engagement with J. Scott
    Jul 1 2024

    “Shifting from advocacy to inquiry is really important, and I think most leaders today are probably advocacy heavy because it's the model that we see most.” – J. Scott

    The finer details of this episode:

    • Importance of leading the way in marketing and working with clients
    • Transforming high-potential individuals into high-functioning teams
    • Rationalizing tasks and initiatives to align with customer satisfaction, team member satisfaction, and profitability
    • Change management and involving stakeholders in driving change
    • Approach to problem-solving and decision-making in leadership
    • Balancing advocacy and inquiry in leadership and marketing
    • Involving team members in leadership meetings and problem-solving process

    Episode resources:

    • Summit Virtual CFO by Anders website: https://www.summitcpa.net/
    • Love our content? Sign up for our newsletter: https://www.summitcpa.net/summit-newsletter
    • Digital Dollars and Cents: A Virtual CFO’s Playbook to help Digital Companies Create a Financial Roadmap to Success, is now an audio book! Download it here: https://vcfo.summitcpa.net/ddc
    • Connect with Jason here: https://www.linkedin.com/in/jasonscott120vc/
    • Check out 120Vc here: https://www.120vc.com/

    Timestamps:

    Leadership and Change Implementation (00:00:14)

    Discussion on leadership, change implementation, and project management with J Scott from 120 VC.

    Marketing and Thought Leadership (00:00:29)

    Transition from thought leadership to marketing strategies and leading teams in marketing efforts.

    Creating High Performing Teams (00:01:32)

    Introduction to the topic of creating high performing teams with J. Scott from 120 VC.

    Transforming Cost Centers to Profit Centers (00:02:32)

    Discussion on transforming groups from cost centers to profit centers and focusing on customer satisfaction, team member satisfaction, and profitability.

    Working with Fortune 1000 Clients (00:02:58)

    Details about working with Fortune 1000 clients and the process of transforming various teams within those businesses.

    Shifting Mindsets and Canceling Initiatives (00:04:23)

    Insights into shifting mindsets, rationalizing initiatives, and repurposing existing team members to create growth.

    Impact on Smaller Teams (00:06:17)

    Exploration of how smaller teams can contribute to the three pillars of customer satisfaction, team member satisfaction, and profitability.

    Applying Marketing Principles to Business (00:08:06)

    Comparison of marketing and leadership principles, emphasizing the importance of understanding the underlying business problems.

    Creating Demand and Stakeholder Engagement (00:13:27)

    Explanation of creating demand for initiatives and engaging stakeholders through experience sharing and shifting mindsets.

    Improving Customer Satisfaction through Tools (00:15:59)

    Discussion on improving customer satisfaction through the implementation of tools, focusing on the impact on call center operations.

    Empowering Teams and Overcoming Obstacles (00:17:37)

    Insights into empowering teams, addressing obstacles, and ensuring alignment with day-to-day responsibilities during project implementation.

    Crowdsourcing Requirements and Demand (00:18:25)

    J. Scott discusses the importance of crowdsourcing requirements and demand from employees to improve business solutions.

    Effective Group Problem-Solving (00:20:39)

    The conversation explores the effectiveness of group problem-solving and the value of involving employees in the decision-making process.

    Balancing Advocacy and Inquiry (00:29:57)

    J. Scott emphasizes the importance of shifting from advocacy to inquiry in leadership, seeking input and collaboration from team members.

    Final Thoughts and Contact Information (00:32:37)

    The speakers share their final thoughts on effective leadership and provide contact information for further engagement.
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    33 m
Liderazgo Economía
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