• Important Financial Metrics for Creative Agencies with David C. Baker https://podcasts.apple.com/us/podcast/important-financial-metrics-for-creative-agencies-with/id1481877575?i=1000621344461
• Business Coaching, Staying Relevant, Achieving Success: Insight from Pinnacle Business Guides Founder Greg Cleary https://podcasts.apple.com/us/podcast/business-coaching-staying-relevant-achieving-success/id1481877575?i=1000618300601
• The Future of AI: Balancing Innovation and Ethical Considerations with Shanif Dhanani https://podcasts.apple.com/us/podcast/the-future-of-ai-balancing-innovation/id1481877575?i=1000627415283
• "What if There's More?" with Traci Barrett https://podcasts.apple.com/us/podcast/what-if-theres-more-with-traci-barrett/id1481877575?i=1000603865819
• Rebranding Your Agency for Success with Todd Nienkerk https://podcasts.apple.com/us/podcast/rebranding-your-agency-for-success-with-todd-nienkerk/id1481877575?i=1000623632381
• Building an Enduring Business: The Three Pillars of Success with Natalie Eckdahl https://podcasts.apple.com/us/podcast/building-an-enduring-business-the-three-pillars/id1481877575?i=1000615656509
• Forecasting as a Team Sport with Tom O’Neil https://podcasts.apple.com/us/podcast/forecasting-as-a-team-sport-with-tom-oneil/id1481877575?i=1000620425413
• Adapting to a Hybrid Work Environment with Tammy Bjelland https://podcasts.apple.com/us/podcast/adapting-to-a-hybrid-work-environment-with-tammy-bjelland/id1481877575?i=1000619084869
• Finding Balance in Life as an Entrepreneur with Coach Bob Shenefelt https://podcasts.apple.com/us/podcast/finding-balance-in-life-as-an-entrepreneur-with-coach/id1481877575?i=1000638924357

• Summit Virtual CFO by Anders website: https://www.summitcpa.net/
• Email us with questions or if you’d like to be a guest on the show: [email protected]
• This Quiz Will Tell You What Financial Help Your Business Needs: https://rxkebp5191f.typeform.com/summitquiz?typeform-source=statics.teams.cdn.office.net

 “I went through life going through the motions. Around 30, I accomplished everything I set out to do. It was then that I realized it was time to work on my life, rather than doing things I thought I was supposed to do. I hit the delete button and everything in my life started fresh, realizing what matters most and clarifying who I am.” – Bob Shenefelt

The finer details of this episode:

●Finding the right group of people for business success

●Defining your vision and self-actualization in pursuing happiness and fulfillment

●Importance of trust, open communication, and positive culture in organizations

Episode resources:

●Summit Virtual CFO by Anders website: https://www.summitcpa.net/

●Email us with questions or if you’d like to be a guest on the show: [email protected]

●       This Quiz Will Tell You What Financial Help Your Business Needs:

https://rxkebp5191f.typeform.com/summitquiz?typeform-source=statics.teams.cdn.office.net

• https://www.imatter.com/
• (12) Bob Shenefelt | LinkedIn

“The first piece of advice that I give a client is ‘stop selling.’ And what I mean about that is, sales in the traditional sense of the word don’t work; people are engaging in behaviors that don’t work for most small business owners. It’s much more natural to engage in building relationships.” – Diane Helbig

The finer details of this episode:

• Discussion on the ineffectiveness of traditional sales techniques
• Hiring salespeople with industry-specific knowledge and curiosity 
• Shift toward educating potential clients and being a trusted source
• Uncovering reasons for clients not being a good fit

Episode resources:

• Summit Virtual CFO by Anders website: https://www.summitcpa.net/
• Email us with questions or if you’d like to be a guest on the show: [email protected]
• This Quiz Will Tell You What Financial Help Your Business Needs: 

https://rxkebp5191f.typeform.com/summitquiz?typeform-source=statics.teams.cdn.office.net

• https://www.helbigenterprises.com/
• https://www.linkedin.com/in/dhelbig/

• Importance of finding a single metric to measure firm performance
• Importance of exploring client budgets and validating them in the sales process
• Benefits and the potential of AI for automation in business
• Challenges faced by agencies in terms of burnout and stress
• Importance of having a trusted advisor in your business

Episode resources:

• Summit Virtual CFO by Anders website: https://www.summitcpa.net/
• Email us with questions or if you’d like to be a guest on the show: [email protected]
• This Quiz Will Tell You What Financial Help Your Business Needs: 

https://rxkebp5191f.typeform.com/summitquiz?typeform-source=statics.teams.cdn.office.net

• Don’t miss our other podcasts! 
  • Young CPA Success Show: https://podcasts.apple.com/us/podcast/the-young-cpa-success-show/id1707049255
  • Modern CPA Success Show: https://podcasts.apple.com/us/podcast/the-modern-cpa-success-show/id1485035727

“You don't rise to the level of your goals. You fall to the level of your systems.” -Simon Severino

The finer details of this episode:

• Longer sales cycles and ghosting from potential clients
• Crafting a culture of opportunity creation within agencies 
• Standardizing and creating standard operating procedures (SOPs) in client delivery 

Episode resources:

• Summit Virtual CFO by Anders website: https://www.summitcpa.net/
• Email us with questions or if you’d like to be a guest on the show: [email protected]
• This Quiz Will Tell You What Financial Help Your Business Needs: 

https://rxkebp5191f.typeform.com/summitquiz?typeform-source=statics.teams.cdn.office.net

• https://www.strategysprints.com/
• https://www.linkedin.com/in/simonseverino/

“I think the biggest thing is just simply mixing and mingling afterwards and sharing candid conversations on how things are going in the industry—how things are going with their shops, what's going right, what's going wrong. I think those are really the biggest takeaways that you get from really any event."– Jody Grunden

The finer details of this episode:

• Trends that the agency industry is experiencing
• Importance of networking with attendees and engaging outside the conference

Episode resources:

• Summit Virtual CFO by Anders website: https://www.summitcpa.net/
• Email us with questions or if you’d like to be a guest on the show: [email protected]
• This Quiz Will Tell You What Financial Help Your Business Needs:https://rxkebp5191f.typeform.com/summitquiz?typeform-source=statics.teams.cdn.office.net
• https://www.getparallax.com/
• https://www.sodaspeaks.com/

"Most agencies try to market the solution and convince clients that they're the best. What they should do is market the problem, and then they become the default solution." - Logan Lyles

The finer details of this episode:

• Challenges in allocating resources for agency marketing efforts, especially during uncertain economic times
• Systematic approach to generating new pipeline and positioning in the market
• Leveraging people as the product and face of the brand, thought leadership, client testimonials, and case studies to build credibility and attract business

Episode resources:

• Summit Virtual CFO by Anders website – https://www.summitcpa.net/
• Email us with questions or if you’d like to be a guest on the show – [email protected]
• This Quiz Will Tell You What Financial Help Your Business Needs! https://rxkebp5191f.typeform.com/summitquiz?typeform-source=statics.teams.cdn.office.net
• Teamwork https://www.teamwork.com/
  • The State of Agency Operations Report | Teamwork
• https://www.linkedin.com/in/loganlyles/

“Be patient with SEO. It takes time. It's not immediate. So if you want that immediate traction, paid ads will get you up there quickly. But over the long-term play, you have to build it up and keep building trust with Google.” - Brandon Leibowitz 

The finer details of this episode:

• Importance of consistency and quality in SEO
• Google's algorithms focusing on quality over quantity
• Considering both PPC and SEO in marketing efforts

Episode resources:

• Summit Virtual CFO by Anders website – https://www.summitcpa.net/
• Email us with questions or if you’d like to be a guest on the show – [email protected]
• This Quiz Will Tell You What Financial Help Your Business Needs: https://rxkebp5191f.typeform.com/summitquiz?typeform-source=statics.teams.cdn.office.net
• https://seooptimizers.com/
  • Claim your free SEO Masterclass from Brandon: https://seooptimizers.com/gift

 “AI can be used to automate tasks that originally took people a lot of time to do. If you're a small business and you're growing quickly, you're probably going to be able to use automation to really hypercharge your growth. However, you have to know how to do it and implement it properly; if you're really focused on that, you can really get some good productivity going." - Shanif Dhanani

The finer details of this episode:

• Ethical concerns and misconceptions about AI
• Benefits of AI, such as automation and consistent performance
• Potential of AI tools in improving productivity, efficiency, and automation 
• Advice on getting started with AI for business owners

Episode resources:

• Summit Virtual CFO by Anders website – https://www.summitcpa.net/
• Email us with questions or if you’d like to be a guest on the show – [email protected]
• This Quiz Will Tell You What Financial Help Your Business Needs: https://rxkebp5191f.typeform.com/summitquiz?typeform-source=statics.teams.cdn.office.net
• https://www.locusive.com/
• https://www.linkedin.com/in/shanifdhanani/

"We want to provide the most value that we can in our clients' lives, in the impact that we're trying to make, and the legacy we're trying to leave." -  Crista Grasso

The finer details of this episode:

• Finding the right support and leadership for successful scaling
• Mindset shifts for business owners as they grow their businesses
• Importance of systems and processes in managing a growing business

Episode resources:

• Summit Virtual CFO by Anders website – https://www.summitcpa.net/
• Email us with questions or if you’d like to be a guest on the show – [email protected]
• This Quiz Will Tell You What Financial Help Your Business Needs: https://rxkebp5191f.typeform.com/summitquiz?typeform-source=statics.teams.cdn.office.net
• https://www.leanoutmethod.com/