Franchise Advisory Board | Expert Franchising Advice for Franchise Leaders

Welcome to Season 3 of the Advisory Board Podcast with Dave Hansen! In this episode, we sit down with Jeff Bevis. a 31-year franchising veteran and COO of Caring Senior Service. Jeff shares insights on support, communication, and metrics in franchise operations, providing valuable tips for success.

• Support challenges: Emerging brands often oversimplify engagement models, cutting corners. Dave emphasizes the importance of tailored support programs with coaching and in-field meetings.
  
  
• Effective communication: Open and consistent communication is key. Jeff highlights the power of peer-to-peer training, monthly town halls, and regular newsletters.
  
  
• Metrics for success: Simplified metrics, such as unit profitability and caregiver turnover, are essential for tracking progress. Franchisees should have their own scorecards.



Join us as Jeff Bevis shares his expertise on franchise operations, support, communication, and metrics, helping you take your franchising endeavors to new heights!

With a business career that has stretched over 36 years, Jeff Bevis is the COO of Caring Senior Service, a private-duty, non-medical home care company. Bevis has more than 30 years of operational experience, and more than 20 years’ experience building successful brands in the home care industry. He and his son, Devin, founded a major home care brand in 2010 and grew that company into an Inc. 5000 company by its first year of eligibility in year 3, as well as, maintained that accolade for each of the following 6 years. A rare feat for any new, high-growth company. With more than 50 locations across the U.S., Caring Senior Service recently received a prestigious ranking by Franchise Business Review for 2023 as one of the top 200 best franchise opportunities for the second year in a row, based on franchisee satisfaction surveys.

Thanks for listening to the Franchise Advisory Board Podcast, where we explore the ideas, strategies, and people shaping the future of franchising.

If you found today’s episode valuable, please subscribe, rate, and share it with a fellow franchise leader. To learn more, connect with us on LinkedIn and Youtube.

Until next time, stay curious, stay strategic, and keep building stronger franchise systems!

Welcome to "The Advisory Board Podcast with Dave Hansen: Season 3"! In this episode, we have an exciting guest host, Lowry Akers, Founder/CEO of Briidge Syndicates, who brings his expertise in franchising and alternative funding strategies. Whether you're an aspiring franchisee or a franchisor looking for new insights, this podcast is packed with valuable information. So sit back, relax, and join us on this enlightening journey into the franchising landscape!

• Discover alternative funding strategies in franchising, including syndication and Special Purpose Vehicles (SPVs).
  
  
• Learn the key factors for success in franchising: knowledge and experience, hard work, and adequate capital.
  
  
• Explore investor structure and returns in franchising, with potential ongoing ownership, cash flow, and quicker returns compared to real estate investments.

Lowry lives in Utah with his wife, 3 children, and their dog. He has been in the franchise industry since 2016. Lowry spent 3 years with a multi-unit franchisee of Jimmy John's before joining the nation’s fastest-growing franchisor (Crumbl Cookies) where he spent 2 years managing new franchise onboarding, buildout & construction, and franchise development. Prior to franchising, Lowry spent 4 years in tech sales (both B2B and B2C). He reviews and has organized multiple franchise-focused and tech-focused private equity deals (raised over $2M).


Thanks for listening to the Franchise Advisory Board Podcast, where we explore the ideas, strategies, and people shaping the future of franchising.

If you found today’s episode valuable, please subscribe, rate, and share it with a fellow franchise leader. To learn more, connect with us on LinkedIn and Youtube.

Until next time, stay curious, stay strategic, and keep building stronger franchise systems!

Join Dave Hansen and Vaughn Sigmon on The Advisory Board Podcast as they explore the art of effective leadership and successful sales strategies. Discover how empathy, listening, and understanding can transform your approach to sales, helping you build stronger connections and achieve consistent sales success.

Some Key Takeaways:

1. Empathy and genuine interest in customers are crucial in sales. Be focused on helping, rather than pushing sales.
2. Active listening is the most important aspect of selling. Take notes, ask probing questions, and validate their needs
3. It's essential to know the competitive landscape and turn away business that doesn't align with your values, as the wrong fit can be costly.

Vaughn is the co-founder of Results-Driven Leadership. He is a leadership development expert, podcaster, and author. He has worked with hundreds of businesses, helping them deploy his programs and advice. His methods are brought from his real-world experience working on the front lines and living the role of being a high-impact leader and manager. His coaching and training programs offer no theory, just common-sense advice, and direction.

He is a former executive with CarMax, the world's largest and most respected company in the auto industry, and is a Fortune 100 Best Places to Work. Vaughn's mission is to improve the impact of executives and other managers by increasing their knowledge, skills, and abilities.

His motto is "No matter what business you're in; you're in the people business."

Thanks for listening to the Franchise Advisory Board Podcast, where we explore the ideas, strategies, and people shaping the future of franchising.

If you found today’s episode valuable, please subscribe, rate, and share it with a fellow franchise leader. To learn more, connect with us on LinkedIn and Youtube.

Until next time, stay curious, stay strategic, and keep building stronger franchise systems!

Welcome to the Advisory Board Podcast with host Dave Hansen and this week's guest host Melissa Pang. Melissa has extensive experience in franchising, building partnerships, and helping others grow their franchises.

• She emphasizes the importance of self-assessment to find your sweet spot in life, focusing on what energizes and excites you, as well as what you're great at and what you don't enjoy.
• Embracing failure and learning from it is crucial for personal and professional growth, and it's important to create your own role as you continue to grow.

Always customer service-focused, Melissa is a proud member of the TES SourceLink team and works with TES franchisor members on a daily basis, providing a collaborative environment that fosters win-win relationships. She feels most in her element when collaborating with franchisor members – working together, Melissa helps them find solutions and build strong, long-lasting relationships with TES coaches and clients in order to achieve the franchise growth results they desire. On a more personal note, Melissa lived and worked in Australia for 2 years and constantly talks about returning! Melissa loves everything fitness but balances out all the physical activity by leaning into her love of good food. You can find her with a blonde Americano in one hand and the TripAdvisor app in the other, searching out her next culinary adventure.


Learn more about our host or effective franchise sales and management technology at www.clienttether.com


Thanks for listening to the Franchise Advisory Board Podcast, where we explore the ideas, strategies, and people shaping the future of franchising.

If you found today’s episode valuable, please subscribe, rate, and share it with a fellow franchise leader. To learn more, connect with us on LinkedIn and Youtube.

Until next time, stay curious, stay strategic, and keep building stronger franchise systems!

In this episode of The Advisory Board, we learn from Franchise Development wizard, Ryan Zink, co-founder of Franchise Fastlane, and now Franchise Sidekick about franchise development best practices from the perspective of the franchise candidate.

Ryan and Dave discuss ways franchisors should evaluate their readiness to franchise. And it's not what you think.

Ryan shares the two most important things franchise candidates are looking for in a brand.

And, he and Dave discuss what franchisors need to have in place to help a new owner progress from a franchise owner, to a sufficient cashflow to only work for themselves, and then to build a company that will enable them to reclaim their most precious commodity - TIME.

They dig deeper into what franchise development and consultants need to focus on to help candidates make informed and long-term decisions when selecting a franchise concept.

You're going to enjoy this one!

Learn more about our host or effective franchise sales and management technology at www.clienttether.com

Thanks for listening to the Franchise Advisory Board Podcast, where we explore the ideas, strategies, and people shaping the future of franchising.

If you found today’s episode valuable, please subscribe, rate, and share it with a fellow franchise leader. To learn more, connect with us on LinkedIn and Youtube.

Until next time, stay curious, stay strategic, and keep building stronger franchise systems!

Welcome to the Advisory Board Podcast Season 3 with Dave Hansen, where we dive deep into the challenges faced by growing and emerging brands.

In this episode, we explore key aspects that brands often struggle with and discuss strategies for sustainable growth.

Here are the highlights from today's podcast:

1. Territory Sales and Franchise Fees:
   - The importance of understanding market dynamics and protecting territories for sustainable growth.
   - Balancing franchise fees to attract the right franchise owners while avoiding undercapitalized candidates.
2. Robust Item 19s and Franchisee Acquisition:
   - The significance of transparent and informative Item 19s in the franchise disclosure document.
   - Exploring avenues for finding qualified franchisees, such as FSOs, coaching, hiring, or broker networks.
3. Marketing Strategies and Partner Alignment:
   - Choosing between FSOs and in-house marketing for lead generation.
   - Evaluating track records, support infrastructure, and alignment with brand values
   
   
   
   
   Erik Van Horn is known for his expertise in franchising and has become one of the most coveted advisors in the niche. He is a family man, master connector, mentor to early-stage brands, and lifestyle investor. Erik’s passions are helping brands scale and inspiring people to stop trading time for money. Learn more about Erik here: https://scalablefranchise.com.

Thanks for listening to the Franchise Advisory Board Podcast, where we explore the ideas, strategies, and people shaping the future of franchising.

If you found today’s episode valuable, please subscribe, rate, and share it with a fellow franchise leader. To learn more, connect with us on LinkedIn and Youtube.

Until next time, stay curious, stay strategic, and keep building stronger franchise systems!

Welcome to the Advisory Board Podcast Season 3 with Dave Hansen!

In this episode, we dive deep into the world of franchising, exploring the importance of trust and effective communication between franchisors and franchisees with Michelle Rowan.

Join us as we uncover valuable insights and strategies for building a culture of trust in franchising, ultimately driving success and growth for franchise brands.

• Explore the importance of trust and effective communication in franchising.
• Uncover the key elements of unit-level profitability and franchisee satisfaction.
• Learn strategies for building a culture of trust between franchisors and franchisees.
• Gain insights into measuring customer feedback and utilizing it for continuous improvement.

Michelle Rowan is the president and COO of Franchise Business Review, a market research and consulting company specializing in franchisee and employee satisfaction, as well as franchise relations issues. She is actively involved in the franchise community; former Chair of the International Franchise Association’s Women’s Franchise Committee, currently serves on IFA’s Supplier Forum Board, the Pride Franchise Leadership Council, and is a Certified Franchise Executive.

In 2023 she received the Crystal Compass Award, which recognizes those who have made significant contributions through leadership within their organization, the franchise community, or the community in which they live. The award is presented each year by the International Franchise Association’s Women’s Franchise Committee. Michelle has been named one of Entrepreneur’s Most Influential Women in Franchising and is on the board of the Yum! Center for Global Franchise Excellence at the University of Louisville.

She lives in Maine with her husband, daughter, and two rescue dogs. She and her husband also own Woodland Farms Brewery, a tasting room and brewery. In addition to alcoholic craft beer, they released the first non-alcoholic craft beer from Maine.


Thanks for listening to the Franchise Advisory Board Podcast, where we explore the ideas, strategies, and people shaping the future of franchising.

If you found today’s episode valuable, please subscribe, rate, and share it with a fellow franchise leader. To learn more, connect with us on LinkedIn and Youtube.

Until next time, stay curious, stay strategic, and keep building stronger franchise systems!

Introducing the Advisory Board Podcast: Season 3 with Dave Hansen, featuring special guest Ron Holt, the Founder of Pink Zebra Moving.

Join us as Ron shares his insights on disrupting the moving industry and creating a whole new category focused on customer experience. With his background in growing Two Maids & A Mop into a successful franchise, Ron brings valuable lessons and expertise to the table.

• Learn how Pink Zebra Moving is making moving fun and why differentiation is crucial in franchising.

• Discover the secrets to building a strong referral network and providing an exceptional customer experience.

• Dive into Ron's deployment strategy and the importance of a scalable and profitable business model.

• And Don't miss this episode filled with valuable advice and inspiration for entrepreneurs in the franchising industry.

To listen to more franchising experts share the secrets of the trade from marketing to operations, listen to more of our episodes here: https://www.spreaker.com/show/the-adv... , or on Apple, Google, Audible, iHeartRadio, or anywhere else you like to listen to podcasts

Thanks for listening to the Franchise Advisory Board Podcast, where we explore the ideas, strategies, and people shaping the future of franchising.

If you found today’s episode valuable, please subscribe, rate, and share it with a fellow franchise leader. To learn more, connect with us on LinkedIn and Youtube.

Until next time, stay curious, stay strategic, and keep building stronger franchise systems!

In this episode of the Advisory Board Podcast, host Dave Hansen is joined by Jon Ostenson, founder, and CEO of FranBridge Consulting and author of "Non-Food Franchising". Jon is also the president of Shelf Genie Franchise System and has been a franchisee in five brands.

Jon shares valuable insights on improving your franchise to attract multi-unit and investor owners, including the importance of having market momentum and showcasing actual return on investment. He also discusses the shifting requirements of franchise buyers and the increasing interest in "boring" but needs-based businesses as a different asset class in a portfolio. This episode is a must-watch if you're a franchisor or looking to invest in a franchise. Jon's expertise and experience in the industry will give you valuable takeaways on how to structure your franchise differently to stand out and thrive. So don't miss it!

To listen to more franchising experts share the secrets of the trade from marketing to operations, listen to more of our episodes here: https://www.spreaker.com/show/the-adv... , or on Apple, Google, Audible, iHeartRadio, or anywhere else you like to listen to podcasts

Thanks for listening to the Franchise Advisory Board Podcast, where we explore the ideas, strategies, and people shaping the future of franchising.

If you found today’s episode valuable, please subscribe, rate, and share it with a fellow franchise leader. To learn more, connect with us on LinkedIn and Youtube.

Until next time, stay curious, stay strategic, and keep building stronger franchise systems!

On this episode, we speak with Charlie Jebran, Founder and President of Jebran and Abraham, a regional full-service CPA firm. With over 100 franchising clients, Charlie shares his unique insights on how to optimize franchise performance.

Highlights from the episode include:

• The importance of speaking with other franchisees before signing an agreement.
• Challenges that can delay opening, such as picking the right location and managing staffing strategies.
• How franchisors can help franchise owners navigate zoning and township requirements and understand their local markets.
• Critical lease terms, including cost negotiation and transferability.
• The importance of adequate insurance coverage to protect franchisees' business continuity.
• Building the right support team, including an attorney, accountant, and insurance partner.
• The need for franchisors to operate as business coaches beyond the grand opening, reviewing forecasts, performance metrics, and cash flow, and connecting franchisees with peers for advice.

To listen to more franchising experts share the secrets of the trade from marketing to operations, listen to more of our episodes here: https://www.spreaker.com/show/the-adv... , or on Apple, Google, Audible, iHeartRadio, or anywhere else you like to listen to podcasts

Thanks for listening to the Franchise Advisory Board Podcast, where we explore the ideas, strategies, and people shaping the future of franchising.

If you found today’s episode valuable, please subscribe, rate, and share it with a fellow franchise leader. To learn more, connect with us on LinkedIn and Youtube.

Until next time, stay curious, stay strategic, and keep building stronger franchise systems!