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A California marketing agency cut staff from seven to two, kept top-line revenue flat, and raised profit 300% — the result of narrowing to the highest-margin offer and layering in tax strategy. Pam Jordan says AI fear is a distraction; the move is to use it to automate, monetize, and buy back time. She walks through how her firm uses AI to transcribe client calls, review tax returns for strategy gaps, build dashboards, and draft emails in her own voice. Jerremy Alexander Newsome and Dave Conley close with a lightning round where Pam names lack of cash and profitability as the core reason businesses fail, calls the belief "I have to pay taxes" dangerous, and says a W2 side hustle is the most underrated first move anyone can make.
Timestamps:
Pam Jordan – Website | Instagram | Facebook | YouTube | LinkedIn
🌍 Connect with us: Instagram | YouTube | X
By Jerremy Alexander Newsome & Dave Conley5
99 ratings
A California marketing agency cut staff from seven to two, kept top-line revenue flat, and raised profit 300% — the result of narrowing to the highest-margin offer and layering in tax strategy. Pam Jordan says AI fear is a distraction; the move is to use it to automate, monetize, and buy back time. She walks through how her firm uses AI to transcribe client calls, review tax returns for strategy gaps, build dashboards, and draft emails in her own voice. Jerremy Alexander Newsome and Dave Conley close with a lightning round where Pam names lack of cash and profitability as the core reason businesses fail, calls the belief "I have to pay taxes" dangerous, and says a W2 side hustle is the most underrated first move anyone can make.
Timestamps:
Pam Jordan – Website | Instagram | Facebook | YouTube | LinkedIn
🌍 Connect with us: Instagram | YouTube | X