"The marketplace is always changing, and you have to be willing to change with it." - Greg Cleary

The finer details of this episode:

• The changing models of training and coaching businesses
• The importance of having a toolbox of tools for success in today's fast-paced world.
• The importance of constantly evolving and improving tools to stay ahead in business

Episode resources:

• Summit Virtual CFO by Anders website – summitcpa.net
• Email us with questions or if you’d like to be a guest on the show – [email protected]
• Gregory Cleary | Leadership Team Coach
• Click here to preorder Greg's new book 

"I love working with a team that wants to climb the mountain together–from the CEO to the janitor; we're all in it together and if we do it right, we can all celebrate success when it comes.” -Peter Van Nest

The finer details of this episode:

• The importance of finding the right people and putting them in the right place
• The role of a strong management team in putting KPIs in place to manage business cycles and performance 
• The importance of understanding industry vernacular and targets

Episode resources:

• Summit Virtual CFO by Anders website – summitcpa.net
• Email us with questions or if you’d like to be a guest on the show – [email protected]
• Crazy Good Solutions – Pinnacle Business Guide

"Leadership is crucial to any company because the more people who want to be part of where you're going, the more successful the team's going to be." - Dan White 

The finer details of this episode:

• The importance of a growth mindset
•  The role of the leader in setting the vision and rallying the team around it
• The importance of active listening, paying attention, and probing to understand motivations to build rapport

Episode resources:

• Summit CPA website – summitcpa.net
• Email us with questions or if you’d like to be a guest on the show – [email protected]
• SMART MARKETING - Home

"I think it's really important to have a clear vision and mission for your business and to communicate that effectively to your team and your clients.” - Natalie Eckdahl

The finer details of this episode:

• Lifecycle of a client: Importance a great onboarding experience and checking in with clients to maintain a good relationship
• The three pillars of building an enduring business: enjoyable, profitable, and sustainable
• Managing cash flow and who’s responsible for it 

Episode resources:

• Summit Virtual CFO by Anders website – summitcpa.net
• Email us with questions or if you’d like to be a guest on the show – [email protected]
• Home - BizChix

“I think that there's going to be agencies that will come out of this as a new niche–super AI agencies that get you to market faster. But humans are the last line of defense between whether the creativity works or whether it’s just data driven because AI doesn't have any ideas. It just sits there waiting for an input; it still needs the spark of human creativity.” - JP Holecka

The finer details of this episode:

• Impact of AI on work and skills
• Importance of ethics in technology
• The emergence of AI-focused agencies

Episode resources:

• Summit CPA website – summitcpa.net
• Email us with questions or if you’d like to be a guest on the show – [email protected]
• Power Shifter

“In-person events are not gonna go away. Just like the virtual component is not going away. I think that we've just adapted and learned new ways to communicate through covid. And the convenience of having a virtual option is very appealing to our clients. We can get the message across to thousands of associates company wide, while saving thousands of dollars. I don't think it's ever gonna go back to the way it was.” - Tommy Nolan

Finer details of the episode:

• Virtual vs in-person conferences 
• Maintaining company culture in a hybrid workplace
• Lessons learned from remote work

Episode Resources:

• Summit CPA website – summitcpa.net
• Email us with questions or if you’d like to be a guest on the show – [email protected]
• Vidionix | Video, Virtual, Hybrid, Onsite Production Experts

“The idea of productizing a service is creating a category for something that you do really well and marketing it as it is.” - Ernesto Tagwerker

The finer details of this episode:

• Productizing services and scaling businesses 
• Remote company culture: Benefits, team retreats, and working across time zones
• Niching down and pricing strategies for productized services
• Qualifying leads for product type services

Episode resources:

• Summit CPA website – summitcpa.net
• Email us with questions or if you’d like to be a guest on the show – [email protected]
• OmbuLabs :: The Lean Software Boutique

“When you take ordinary messages and you elevate them into something extraordinary, incredible things happen. And the even cooler part is that you can do the exact same thing in business. You can take what some people might consider ordinary or boring, and you connect humanity to it, which can literally drive results in your business through the process.” - Jeff Bartsch

The finer details of this episode:

• Using storytelling in business communication
• Unlocking the power of storytelling for business success
• Crafting tailored presentations for different audiences

Episode resources:

• Summit CPA website – www.summitcpa.net
• Email us with questions or if you’d like to be a guest on the show – [email protected]
• Story Greenlight

“Over the course of your career, the more that you can reject what you feel is not for your highest and best use, the better off you're gonna be. Your decisions become more and more intentional; you choose A over B, C over D. And that is a process of coming to your own highest and best use.  What happens over time is that, as your career goes on, you have more and more success. ” - Robert Jordan

The finer details of this episode:

• Characteristics of exceptional leaders
• Exploring the different leadership styles of entrepreneurs and founders
• What kind of leader are you: fixer, artist, builder, and strategist?

Episode resources:

• Summit CPA website – www.summitcpa.net
• Email us with questions or if you’d like to be a guest on the show – [email protected]
• Interim Executives | Interim Management Services (interimexecs.com)
• Home - Right Leader

“There are so many agency owners doing great work, and I think if they can solve some of these challenges that are inherently hard for an agency, they can actually get back to why they started their agency, which is to do good creative work or to make a difference. That helps eliminate so many of those business challenges that I think either forces a lot of agencies to shut their doors or make people tired. If you can position your agency and learn to be truly effective and provide value, I think it inherently solves some of those challenges.” –Russel Dubree

The finer details of this episode:

• Unique challenges of running a creative marketing agency
• Benefits of having a business coach for agency owners
• Leveraging unique strengths and thought leadership to generate leads

Episode resources:

• Summit CPA website – summitcpa.net
• Email us with questions – [email protected]
• Russel Dubree - Growth Advisor - Performance Faction