Keep What You Earn

Today, we have part two with Racheal Cook, founder of CEO Collective and host of "Promote Yourself to CEO." We're diving into client lifetime value and marketing strategies to turn clients into lifelong supporters.

Racheal discusses targeting clients with varying awareness levels, offering boutique-style services, and creating a focused client experience. We'll share our personal stories of transforming our business models by honing in on ideal clients, and Racheal introduces an exercise to identify these valuable clients for effective marketing.

As an award-winning business strategist, Host of the Promote Yourself to CEO podcast, and Founder of The CEO Collective, Racheal Cook is on a mission to end entrepreneurial poverty for women. Over the last 15 years, she has helped thousands of women entrepreneurs design profitable businesses without hustle and burnout. A sought after speaker on entrepreneurship, marketing, and productivity, Racheal has been featured by the US Chamber of Commerce, Forbes, Inc, Fast Company, and Female Entrepreneur Association.

90 Day CEO Sustainable Success Series: https://go.theceocollective.com/90-day-ceo-success-path

Facebook: https://www.facebook.com/racheal.cook/

Instagram: https://www.instagram.com/racheal.cook/

TikTok: https://www.tiktok.com/@rachealcookmba

Website: https://theceocollective.com/

What you'll hear in this episode:

06:25 Emphasizing solving specific problems for clients effectively.

09:48 Deep client relationships, customized service, limited count.

13:03 Upgrade to attract and respect ideal clients.

16:01 Shifted focus to small business owners' success.

18:38 Differentiate business to avoid being a commodity.

20:14 Understanding people's hopes, fears, and desires.

23:46 Attention to client needs crucial for marketing.

If you like this episode, check out:

This Could Be the Most Expensive Sales Mistake You Make

Stop Doing This to Your Customers

How to Keep High Margins as a Franchisee

Want to learn more so you can earn more?

Get $50 off your HR audit with People Principles by using code SHANNON50 here.

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

Today, Shannon Weinstein sits down with Racheal Cook, an award-winning business strategist and the founder of the CEO Collective, to discuss a revolutionary approach to business growth that minimizes burnout and maximizes client attraction. Racheal shares her insights on sustainable success without sacrificing personal well-being, delving into how entrepreneurs can redefine their definition of success and structure their businesses accordingly. Listen in as they tackle the pitfalls of current marketing strategies, the importance of a solid vision, and the power of effective attract marketing. Whether you're a seasoned entrepreneur or just starting out, this episode is packed with actionable advice to help you scale your business while preserving your quality of life.

As an award-winning business strategist, Host of the Promote Yourself to CEO podcast, and Founder of The CEO Collective, Racheal Cook is on a mission to end entrepreneurial poverty for women. Over the last 15 years, she has helped thousands of women entrepreneurs design profitable businesses without hustle and burnout. A sought after speaker on entrepreneurship, marketing, and productivity, Racheal has been featured by the US Chamber of Commerce, Forbes, Inc, Fast Company, and Female Entrepreneur Association.

90 Day CEO Sustainable Success Series: https://go.theceocollective.com/90-day-ceo-success-path

Facebook: https://www.facebook.com/racheal.cook/

Instagram: https://www.instagram.com/racheal.cook/

TikTok: https://www.tiktok.com/@rachealcookmba

Website: https://theceocollective.com/

What you'll hear in this episode:

03:22 Define success beyond just revenue, prioritize life.

09:37 Intentional setup key for sustainable business growth.

11:39 Marketers oversell tactics, neglecting overall strategy.

15:44 Authenticity and joy in creating content.

19:31 Show up where they're already interested.

If you like this episode, check out:

This Could Be the Most Expensive Sales Mistake You Make

Stop Doing This to Your Customers

How to Keep High Margins as a Franchisee

Want to learn more so you can earn more?

Get $50 off your HR audit with People Principles by using code SHANNON50 here.

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

In today's episode, we'll delve into a critical milestone for businesses—knowing when it's time to bring a Chief Financial Officer (CFO) on board. You might think a CFO is only needed for large corporations or major financial moves, but that couldn't be further from the truth. We'll explore how a CFO can transform your day-to-day operations, align your business with your personal goals, and act as a trusted navigator on your financial journey. Plus, we'll discuss the importance of keeping control while accepting expert guidance. Whether you're eyeing big, audacious goals or just want to make sense of your financial data, this episode is for you.

What you'll hear in this episode:

04:10 Support clients, celebrate milestones, embrace entrepreneur's support.

07:14 Gusto simplifies HR processes and offers bonus.

If you like this episode, check out:

Should You Try to Scale Everything?

What Should You Know About Tax Estimates?

How Do You Build a Business with an Exit Strategy in Mind?

Want to learn more so you can earn more?

Join Gusto today and get a $100 Visa Gift Card

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

Today's episode is packed with personal stories, from my humble beginnings at Elon University in North Carolina to navigating the high-stakes world of accounting internships and interviews. You'll learn how networking, strategic thinking, and a little bit of hustle helped me secure a coveted position at EY in Boston. If you've ever wondered what it takes to break into a competitive industry or how to turn setbacks into opportunities, this episode is for you. So, get ready to glean some inside tips on career growth and hear how small details can make a big impact on your professional journey.

What you'll hear in this episode:

05:00 Volunteered for AKSCI. Found job contact.

06:49 Networking and perseverance led to my first job.

13:18 Work experience and passing exams required for license.

16:24 Early career challenges led to major success.

If you like this episode, check out:

My Biggest Takeaway from "10x is Easier Than 2x"

The Little Things That Unlocked Growth in My Business and Life

Creating an Outstanding Customer Service Experience

Want to learn more so you can earn more?

CFO On Demand click here

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn

In today's episode, we're diving into a topic that might surprise you: "You Don't Actually NEED an Accountant." We'll explore when it's truly essential to hire an accountant and when you can manage your finances on your own. From bookkeeping basics to the role of tax professionals, we'll walk you through a hierarchy of financial needs as your business grows. Whether you're just starting out or scaling up, this episode will help you prioritize your financial investments smartly. So let's get started and uncover how you can keep more of what you earn, with or without a full-time accountant!

What you'll hear in this episode:

04:27 Use bookkeeping, tax professional, tax strategist effectively.

06:53 Choose tax professional wisely, expect proactive advice.

10:27 Use contractors with a permanent fixture.

14:09 Early-stage business owners need to prioritize profitability.

If you like this episode, check out:

Why You May Want a C Corp in Your Business Structure

Listen to This Before Creating a Partnership

If I Started Over, Here's What I Would Do First

Want to learn more so you can earn more?

5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

In today's show, we're diving deep into the art of mastering your messaging with Meghan Clor, co-founder of the digital marketing agency Automate Me. Join your host Shannon Weinstein as we explore how to effectively reach your ideal customer, optimize interactions, and scale your business like never before. Meghan shares her expertise on everything from social media strategies to DM automation, providing actionable tips to refine your content and convert high-ticket clients. If you're ready to enhance your marketing game and drive meaningful results, this episode is a must-listen. Tune in and transform your approach to business communication now!

Meghan Clor is a business mentor, speaker, and serial entrepreneur who started her first business at the age of 20. She is the co-founder of AutomateMe, a digital marketing agency that offers done-for-you marketing services, consulting, and coaching programs. Her mission is to make it easier for businesses to attract clients online.

Instagram: https://www.instagram.com/meghanclor/

Facebook: https://www.facebook.com/meghan.e.clor

Website: https://meghanclor.com/ + https://automate.me/

What you'll hear in this episode:

05:25 Realizing need to repeat and repost content.

06:41 Effective content should inform and prompt action.

10:08 Avoid frequent offer pivots, focus on packaging.

14:06 Discovering and refining personal brand through feedback.

If you like this episode, check out:

This Could Be the Most Expensive Sales Mistake You Make

Stop Doing This to Your Customers

How to Keep High Margins as a Franchisee

Want to learn more so you can earn more?

CFO Power Session: https://www.keepwhatyouearn.com/power-sessions

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

In today's episode, Shannon Weinstein and Meghan Clor dive into avoiding social media burnout while maximizing your online engagement. Meghan shares key strategies like pinning top content on Instagram, consistent posting, and intentional interactions. They discuss balancing engaging content with your business message and avoiding over-reliance on automation.

Feeling the social media pressure? Tune in for essential tips to transform your social media efforts into growth opportunities. Plus, don't miss out on Shannon's personalized power sessions.

Meghan Clor is a business mentor, speaker, and serial entrepreneur who started her first business at the age of 20. She is the co-founder of AutomateMe, a digital marketing agency that offers done-for-you marketing services, consulting, and coaching programs. Her mission is to make it easier for businesses to attract clients online.

Instagram: https://www.instagram.com/meghanclor/

Facebook: https://www.facebook.com/meghan.e.clor

Website: https://meghanclor.com/ + https://automate.me/

What you'll hear in this episode:

04:16 Focus message first, then aim for visibility.

09:18 Identify marketing angles, attract ideal clients.

10:36 Instagram for personality, brand presence, and networking.

13:26 Recommend winning content, use evergreen strategy.

18:13 Engaging q and a experience with Layla.

20:35 Focus on connecting, not overthinking social media.

24:27 Focusing on audience builds strong brand relationships.

27:08 DM automation can save time, but interaction first.

32:28 Customized power sessions for business growth.

If you like this episode, check out:

This Could Be the Most Expensive Sales Mistake You Make

Stop Doing This to Your Customers

How to Keep High Margins as a Franchisee

Want to learn more so you can earn more?

CFO Power Session: https://www.keepwhatyouearn.com/power-sessions

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

Today, we're diving into strategies for managing remote teams—a topic close to my heart as my business has been fully virtual since day one. I'll share key success factors, common pitfalls, and practical tips for creating an inclusive and effective remote work environment. Whether you're navigating time zones, fostering team connections, or ensuring everyone feels valued, this episode will arm you with actionable insights. Stay tuned to learn how to optimize your remote team management and build stronger, happier teams.

What you'll hear in this episode:

04:05 Satellite office, 35 in NYC, 6 in Boston.

08:19 Joyful experience of meeting computer acquaintances in person.

12:54 Save time, money, and compliance with HR.

If you like this episode, check out:

Leaning Into a Profitable Purpose (from the ULTRA Life Podcast)

Who Do I Ask?

Compensation Plans - Commission or Flat Rate?

Want to learn more so you can earn more?

Get $50 off your HR audit with People Principles by using code SHANNON50 here.

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

From the truth that your business is not meant to entertain you, to the critical insight that you can't save your way to scaling, and much more, we'll explore the underlying reasons why many businesses struggle financially. Along the way, I'll share personal anecdotes, real-world examples, and actionable advice you can implement immediately.

Stick around for a brutally honest, jargon-free discussion that will inspire you to take action and build a more sustainable, sellable business. Let's start the show!

What you'll hear in this episode:

05:13 Boring businesses equal big money opportunities.

08:43 Use time to make more money, grow.

10:18 Scaling business is about revenue growth.

13:31 Value over appearance, start small, prove worth.

17:29 Evaluate content value, limit unproductive consumption, prioritize productive work.

If you like this episode, check out:

What Should You Know About Tax Estimates?

How Do You Build a Business with an Exit Strategy in Mind?

Not Having This Can Ruin the Sale of Your Business

Want to learn more so you can earn more?

Transform your small business journey – download the Small Business $tarter Kit here.

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

In today's episode, we delve into a common dilemma faced by business owners—deciding when to invest in premium products and services. We'll explore a practical three-factor framework to help you make smart spending decisions, evaluate the worth of paying for top-tier solutions, and examine whether these investments truly generate returns or simply add unnecessary costs. Whether it's about software tools, products, services, or even people, we'll guide you on how to invest wisely to boost your productivity, streamline operations, and grow your revenue. So, if you're ready to learn when it's worth going for high-end options, stay tuned as we unpack these valuable insights!

What you'll hear in this episode:

05:47 Invest in tools that maximize productivity results.

07:33 Invest in productivity- efficient, valuable investment.

If you like this episode, check out:

Do I Sell More or Spend Less?

How Do I Avoid Payment Processing Fees?

Is Productivity the Same as Profitability?

Want to learn more so you can earn more?

Get Jasmine Jonte's FREE guide here: https://www.cre8tion.co/shannon

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.