Profit With A Plan

Profit With A Plan

By Marcia Riner - Business Growth StrategistBusinessEntrepreneurshipMarketingManagement
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Profit With A Plan episodes

  • EP317 Stop Guessing: How to Know Exactly What Your Buyer Wants
    🎙 Episode Title
    Stop Guessing: How to Know Exactly What Your Buyer Wants
    Released: September 2, 2025

    GUEST:  Andy Halko, founder of Insivia & Author of The Buyer Centric Operating System

    HOST: Marcia Riner, Business Growth Strategist & CEO of Infinite Profit®

    🎯 Episode Summary

    You may think you're customer-focused—but if you're relying on outdated personas and generic feedback, you're already behind. Andy Halko joins Marcia Riner to reveal how AI-powered buyer clones are replacing static personas, helping you test messaging, improve conversions, and adapt faster to changing buyer behavior.

    🎥 What You’ll Learn
    • Why most buyer personas fail in today’s fast-changing market

    • The real reason your product or offer isn’t converting

    • What AI buyer twins are and how to use them

    • How to test marketing assets before spending a dollar

    • Why direct customer feedback is often misleading

    • How to adapt to the rise of the omniscient buyer

      ⏱️ Timestamp Highlights

      [00:00] Are you truly buyer-centric—or building backwards?

      [06:40] Why most personas fail and what to use instead
      [11:50] Creating and using AI-powered customer twins
      [17:10] Using BuyerTwin to test offers before launch
      [22:35] How to pivot when your market shifts
      [27:15] Innovating to match buyer needs in real time

      🔗 Resources & Links

      https://andyhalko.com

      https://insivia.com
      https://buyertwin.com 

      💼 About Marcia Riner & Profit With A Plan

      Marcia Riner is a business growth strategist, creator of the Profit Booster® strategies, and CEO of Infinite Profit®. She helps entrepreneurs scale smarter, increase profitability, and build businesses that are worth more—whether they plan to keep them or sell them.

      As host of Profit With A Plan, Marcia shares expert interviews and actionable strategies to help business owners increase revenue, improve systems, and prepare for high-value exits. With decades of experience in finance, operations, and marketing, she delivers clear, profit-driving insights you can use right away.

      📞 Questions? Call (949) 229-2112

      https://InfiniteProfitConsulting.com

      🚀 Profit-Driven Resources (CTAs)

      💰 Profit Booster® Podcast Monetization Hub

      Turn your interviews into a client-generating machine—without adding more work to your plate.
      👉 Learn more at ProfitBoosterPod.com

      📈 Free Growth & Marketing Audit

      Your leads should be converting. Let’s find out what’s missing.
      👉 Book yours now at ProfitBoosterBiz.com

      🎧 Never Miss a Profit-Driving Strategy

      Subscribe to Profit With A Plan on Apple Podcasts, Spotify, or your favorite platform.

      35 min
    • EP316 How To Turn Video Views Into Clients (Not Just Clicks)
      🎙 Episode Title

      How to Turn Video Views Into Clients (Not Just Clicks)

      with Josh Troche, Founder of Pedal Stomper Productions

      Hosted by Marcia Riner, Business Growth Strategist of Infinite Profit®

      🎯 Episode Summary

      Your videos aren’t converting? It’s not the algorithm—it’s your approach.

      In this episode of Profit With A Plan, Marcia Riner talks with video strategist Josh Troche about what makes video marketing actually generate revenue—not just clicks. From choosing the right type of content for your sales funnel to avoiding vanity metrics and building a loyal, niche audience, this conversation is your blueprint for making video work smarter in your business.

      Whether you're podcasting, posting reels, or building a YouTube channel, you’ll learn how to use your camera as a client-generating tool—not just a visibility play.

      🎥 What You’ll Learn
      • Why smaller, targeted audiences are more profitable than viral reach

      • How to speak to one person—and still grow a massive following

      • The power of niche + controversy in going viral

      • What types of videos work at each stage of your sales funnel

      • How to build trust and visibility without being fake or overproduced

        ⏱️ Timestamp Highlights

        [00:05] Think video is just hitting record? Think again

        [06:30] Attention spans vs. content options: what actually changed
        [08:50] How to speak to one viewer and let the algorithm work for you
        [12:00] The viral truck video that built a niche audience
        [17:00] 10K followers vs. 100 customers—what do you really want?
        [24:00] Video types that align with the sales funnel
        [30:00] What makes a business video “good”? Start here

        🔗 Resources & Links

        PedalStomperProductions.com

        InfiniteProfitConsulting.com

        💼 About This Show

        Profit With A Plan is hosted by Marcia Riner, business growth strategist and CEO of Infinite Profit®. Marcia helps entrepreneurs scale smarter, increase profitability, and build a business that’s worth more—whether they plan to keep it or sell it.

        📞 Questions? Call (949) 229-2112 or visit InfiniteProfitConsulting.com

        🚀 Profit-Driven Resources

        💰 Profit Booster® Podcast Monetization Hub

        Turn your interviews into a client-generating machine—without adding more work to your plate.
        👉 Learn more at ProfitBoosterPod.com

         

        📈 Free Growth & Marketing Audit

        Your leads should be converting. Let’s find out what’s missing.
        👉 Book yours now at ProfitBoosterBiz.com

         

        🎧 Never Miss a Profit-Driving Strategy

        Subscribe to Profit With A Plan on Apple Podcasts, Spotify, or your favorite platform.

         

        👤 About Marcia Riner & Profit With A Plan

        Marcia Riner is a business growth strategist, creator of the Profit Booster® strategies, and CEO of Infinite Profit®. She helps entrepreneurs scale smarter, increase profitability, and build businesses that are worth more—whether they plan to keep them or sell them.

        As host of Profit With A Plan, Marcia shares expert interviews and actionable strategies to help business owners increase revenue, improve systems, and prepare for high-value exits. With decades of experience in finance, operations, and marketing, she delivers clear, profit-driving insights you can use right away.

        📞 Questions? Call (949) 229-2112 or visit InfiniteProfitConsulting.com

        37 min
      • EP315: Why Your SEO Isn’t Working Anymore (And What to Do in 2025)
        Why Your SEO Isn’t Working Anymore (And What to Do in 2025)

        EP315 Profit With A Plan Podcast

        Release date: August 12, 2025

        Guest: Steven Schneider, CEO of TrioSEO, an agency specializing in content writing services

        Host:  Marcia Riner, Business Growth Strategist | Infinite Profit®

         

        📌 Podcast Notes

        SEO is no longer about keywords and backlinks alone—today, it's about trust, authority, and intent.

        In this episode of PROFIT With A Plan, Steven Schneider, CEO of TrioSEO, unpacks why the old-school SEO playbook is officially dead—and what B2B brands need to do today to actually rank, convert, and stay visible across both search engines and AI platforms like ChatGPT.

        If your traffic has dropped or your content just isn’t converting, this is your SEO wake-up call.

        🔥 Episode Promise

        Steven built a 7-figure content portfolio without a single paid ad. Now, as the founder of a hands-off SEO agency for B2B brands, he's revealing the modern playbook that drives real ROI, boosts authority, and prepares your site for the AI-powered future of search.

        ✅ Key Takeaways
        • Why most SEO advice online is dangerously outdated

        • What authority signals Google looks for—and how to build them

        • The E-E-A-T framework that determines your ranking potential

        • How to create content that ranks and converts (not just traffic bait)

        • Why blog strategy is more about search demand than brainstorming

        • How AI search (ChatGPT, Perplexity, etc.) is changing the SEO landscape

          ⏱️ Timestamped Highlights

          00:00 – 01:00

          Intro: Why SEO isn’t working the way it used to (and what’s changed)

          04:00 – 06:30

          Steven’s origin story: Scaling a content portfolio to 7-figures without ads

          07:00 – 09:45

          The two real levers of SEO today: Content & authority

          10:00 – 13:30

          How Google evaluates authority and why backlinks still matter

          14:00 – 17:00

          E-E-A-T explained: Expertise, Experience, Authority, Trust

          18:00 – 21:30

          Blogging strategy that works: Forget brainstorming—follow search intent

          24:00 – 28:00

          Why writing for humans (not algorithms) improves ranking and retention

          30:00 – 33:00

          The role of engagement, hooks, and bounce rates in modern SEO

          34:00 – 36:00

          How Google and AI platforms crawl your site—and how to stay relevant

           

          🎯 Connect with Steven:

          Find Steven on LinkedIn at linkedin.com/in/steventrioseo or visit ProfitBoosterPod.com

           

          🚀 Free Growth & Marketing Audit

          If your leads aren’t converting, you’re leaving revenue behind. Our free Growth & Marketing Audit shows you exactly where your opportunities are—and how to scale smarter.
          👉 Book yours now at ProfitBoosterBiz.com

           

          🎧 Subscribe & Stay Ahead
          Never miss a profit-driving strategy. Find Profit With A Plan on Apple Podcasts, Spotify, or your favorite platform—and be first to hear next week’s episode.

           

          👤 About Marcia Riner

          Marcia Riner is a business growth strategist and CEO of Infinite Profit®, creator of the Profit Booster® strategies, and host of Profit With A Plan. She helps entrepreneurs scale smarter, increase profitability, and maximize company value—whether they plan to grow, expand, or prepare for a high-value exit.
          📞 Questions? Call (949) 229-2112 or visit InfiniteProfitConsulting.com

          37 min
        • EP314: Mid-Funnel Mastery: How Strategic Video Creates a Ripple Effect with Tim Bradley
          Mid-Funnel Mastery: How Strategic Video Creates a Ripple Effect

          EP314 Profit With A Plan Podcast

          Released August 5, 2025

          Guest: Tim Bradley, Co-Founder of Pennant Video

          Host: Marcia Riner, Business Growth Strategist | Infinite Profit®

           

          🎙️Episode Summary:

          In this high-impact episode of Profit With A Plan, Marcia Riner is joined by Tim Bradley—co-founder of Pennant Video and the mind behind the Video Marketing Trifecta™—to talk about how B2B brands can use video strategically after they’ve captured attention. Forget top-of-funnel vanity metrics. This is about turning interest into trust, and trust into conversions—while building a powerful ripple effect across your entire marketing ecosystem. Whether you're a scrappy startup or an established brand, you'll learn how to elevate your message with scalable, story-driven video content that actually drives pipeline results.

          🔑 Key Takeaways:
          • How the Video Marketing Trifecta™ (Anthem, Explainer, Endorsement) drives mid-funnel conversions

          • The ripple effect of video across your entire digital footprint

          • Real-world strategies for small businesses to compete with high-production brands using smart, authentic storytelling

          • The importance of aligning your video library with your sales team’s needs

          • How to build trust through production value—without breaking the bank

            ⏱️ Timestamps & SEO Topics:

            00:05 – 00:52

            🎯 Introduction to Tim Bradley & the Video Marketing Trifecta™
            Keywords: B2B video marketing, mid-funnel engagement, marketing framework

            01:17 – 02:56

            🎯 What is Profit With A Plan?
            Keywords: business profitability, scaling strategy, business valuation, Marcia Riner

            03:15 – 03:41

            🎯 Tim’s Bio: 20 Years in Storytelling & Scalable Strategy
            Keywords: creative leadership, B2B tech brands, Pennant Video

            04:15 – 05:01

            🎯 From Childhood Storytelling to Brand Strategy
            Keywords: creative origin story, video production journey, storytelling in business

            06:00 – 07:28

            🎯 Why Video Needs to Be a Priority in B2B Marketing
            Keywords: video-first mindset, digital content strategy, ripple effect of video

            07:29 – 08:33

            🎯 Video Builds Brand Trust & Sales Enablement Simultaneously
            Keywords: sales enablement tools, brand trust, professional video vs DIY

            09:33 – 11:05

            🎯 The Real Work Starts After the Click—Why Mid-Funnel Matters Most
            Keywords: buyer journey, digital touchpoints, mid-funnel strategy

            11:52 – 13:14

            🎯 Keeping Engagement After the Click: The “Messy Middle”
            Keywords: customer journey, attention to action, funnel strategy

            13:14 – 15:18

            🎯 Breakdown of the Video Marketing Trifecta™: Anthem, Explainer, Endorsement
            Keywords: brand anthem video, explainer video strategy, customer testimonial videos

            15:18 – 16:41

            🎯 How to Produce High-Quality, Authentic Testimonials That Convert
            Keywords: video testimonials, customer proof, production value, trust-building content

            17:00 – 20:51

            🎯 Why Explainer Videos Are the Workhorses of B2B Sales
            Keywords: explainer videos, sales video library, personalized buyer experiences

            23:44 – 26:17

            🎯 The Power of Anthem Videos for Emotional Connection
            Keywords: brand mission video, emotional marketing, values-based messaging

            26:34 – 28:06

            🎯 Why Every Small Business Needs a Strategic Video Plan
            Keywords: small business marketing, B2B storytelling, brand positioning for startups

            28:06 – 31:57

            🎯 Budget-Friendly Tips: How Smaller Firms Can Apply the Trifecta™
            Keywords: startup video marketing, affordable brand video, scalable content strategy

            32:25 – 33:59

            🎯 The Ripple Effect: Maximize ROI From a Single Video Asset
            Keywords: content repurposing, digital brand strategy, video ROI, scalable content

            34:00 – 36:00

            🎯 Final Thoughts: Your Video Library is a Business Asset
            Keywords: content library, B2B lead nurturing, evergreen marketing

            36:02 – 37:35

            🎯 Where to Learn More from Tim Bradley & Pennant Video
            Keywords: Pennant Video, video marketing ebook, funnel-focused playbook, Tim Bradley LinkedIn

            🔗 Resources Mentioned:
            • Free eBook: Funnel-Focused Video Marketing Playbook at pennantvideo.com

            • Follow Tim on LinkedIn: Tim Bradley | Pennant Video

               

              🔎  SEO Keywords: B2B video marketing, Video Marketing Trifecta™, mid-funnel strategy, testimonial videos, explainer videos, anthem videos, video marketing for tech brands, marketing funnel content, brand storytelling, customer journey, video ROI, scalable video strategy

               

              💰 This episode is sponsored by Profit Booster® Podcast Monetization Hub. 

              We turn your interviews into a lead-generating machine—so you can capture, nurture, and convert listeners into paying clients. Stop leaving money on the table. Get started today at https://ProfitBoosterPod.com

              🚀 Free Growth & Marketing Audit

              Struggling to convert leads into loyal customers? It’s time to turn your customer reviews into profit!

              Get your FREE Growth & Marketing Audit at ProfitBoosterBiz.com and start scaling smarter today.

               

              🎧 Subscribe & Never Miss an Episode!

              Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode!

              👤 About Marcia Riner

              Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success.

              Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com.


              Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

              38 min
            • EP313: Profits in the Numbers: Bookkeeping, Tax Smarts & Clarity with Tanya Akimenko

              Profits in the Numbers: Bookkeeping, Tax Smarts & Clarity 

              EP313 Profit With A Plan Podcast
              Released: July 29, 2025

              Guest: Tanya Akimenko, Tax and Accounting Expert | Golden Apple Agency

              Host: Marcia Riner, Business Growth Strategist | Infinite Profit®

              🔍 Episode Summary

              Most business owners don’t fail from lack of hustle—they fail because they’re making decisions in the dark.

              In this episode of PROFIT With A Plan, Marcia Riner sits down with Tanya Akimenko, founder of Golden Apple Agency, who has spent over 20 years helping entrepreneurs simplify their finances, master their cash flow, and finally feel confident in their decisions.

              If you’ve been avoiding your numbers, unsure how to read your reports, or relying on your bank balance to guide your spending—this is the wake-up call your business needs.

              ⏱️ Timestamps & Key Takeaways
              • [05:03] How Tanya fell into finance in a remote town in Alaska—and why it was the best thing for her entrepreneurial journey

              • [07:55] The real reason bookkeeping is non-negotiable (and how bad data kills profit)

              • [10:08] What AI gets wrong with bookkeeping—and why clean input matters more than ever

              • [12:21] The hidden cost of messy credit cards and mixed expenses (and what to do instead)

              • [16:01] Tanya’s habit-forming tip for reviewing your numbers—even if you’re not a “finance person”

              • [19:00] How to analyze your financial reports without doing your own books

              • [21:00] Why understanding your break-even point is the foundation for real growth

              • [24:00] The biggest tax strategy mistake most entrepreneurs make—and the fix that could save you six figures

              • [28:00] Tanya’s “John Smith” strategy for treating your business like a real financial entity

              • [32:00] Why financial clarity is the difference between surviving and scaling

                🔗 Grab Tanya’s free resource:

                ProfitBoosterBiz.com and start scaling smarter today.

                 

                🎧 Subscribe & Never Miss an Episode!

                Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode!

                👤 About Marcia Riner

                Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success.

                Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com.


                Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

                34 min
              • EP312: The Sales Engine That Scales – With Alan Versteeg
                The Sales Engine That Scales – With Alan Versteeg

                Guest: Alan Versteeg, Co-Founder of Growth Matters

                Host: Marcia Riner | Profit Booster®
                Podcast: PROFIT With A Plan
                Topic: Building a Sales Engine for Entrepreneurial Scale
                Released: July 22, 2025

                🔍 Episode Summary

                What happens when an engineer applies the law of cause and effect to sales?

                Alan Versteeg—former engineer, global sales leadership strategist, and co-founder of Growth Matters—joins Marcia Riner to reveal why most entrepreneurs fear sales, how to overcome “sales ick,” and what truly drives growth: not more sales reps, but better sales management.

                This episode is packed with value for business owners, founders, and service-based entrepreneurs looking to scale smart, lead with conviction, and grow teams that sell—without the sleaze.

                ⏱️ Timestamps & Key Takeaways

                [00:00] The Sales Engine Every Entrepreneur Needs

                Marcia opens the episode with the concept of building a team that sells without you in the room—what Alan calls the real sales engine for scale.

                [02:53] Alan Versteeg’s Unlikely Path From Engineer to Sales Expert

                Alan shares how leaving engineering, getting fired from his first four sales jobs, and finally treating sales as a profession changed everything.

                [05:47] Why Motivation Alone Doesn’t Work

                Alan explains how being “the world’s most motivated talking brochure” failed—and how cause and effect became his north star for success.

                [09:00] Selling vs. Helping: The Real Mindset Shift

                ✨ “Selling won’t help—but helping will sell.”
                Alan breaks down the psychology behind ethical sales and how intent, not personality, is what persuades.

                [11:00] Conviction, Not Charisma, Drives Sales

                Marcia and Alan explore why you don’t need to be extroverted to be successful in sales. What you need is conviction and a service-oriented mindset.

                [13:00] Avoiding the “Ick” Factor in Sales Conversations

                Sales becomes authentic when entrepreneurs stop talking about their product features and start speaking about the problems they solve.

                [16:00] The Clear Line Between Confidence and Arrogance

                Alan explains why the difference is tact, not tone—and how to persuade without damaging relationships.

                [20:40] Objection Prevention vs. Objection Handling

                Instead of responding defensively, Alan teaches entrepreneurs to preemptively name their buyer’s hesitation and build trust faster.

                [24:00] Scaling the Sales Function Through Standards

                "You can’t scale yourself—you can only scale your standards.”
                Alan shares how setting cultural and performance standards enables companies to scale through people, not pressure.

                [27:05] What Actually Makes a Great Salesperson

                It’s not knowledge or charisma—it’s the ability to connect, listen, and sell with values that match the brand. Hire managers who grow people, not just sales.

                [29:13] Final Advice: Give Yourself Agency to Sell with Purpose

                Alan closes by urging entrepreneurs to “look in the mirror” and realize they’ve created a solution worth sharing. Let go of the imposter voice—and sell with purpose.

                🔑 SEO Keywords

                sales engine for entrepreneurs, scaling your business, sales management tips, ethical sales strategies, sales leadership, how to overcome sales fear, building a sales team, persuasion vs manipulation, conviction in selling, hiring sales managers, sales psychology, objection prevention, sales training for entrepreneurs

                📢 Call to Action

                Want to develop a sales team that scales without you?

                👉 Learn more about Alan Versteeg and his sales manager development programs at www.salesgrowthmatters.com

                 

                 

                💰This episode is sponsored by Profit Booster® Podcast Monetization Hub. 

                We turn your interviews into a lead-generating machine—so you can capture, nurture, and convert listeners into paying clients. Stop leaving money on the table. Get started today at https://ProfitBoosterPod.com

                🚀 Free Growth & Marketing Audit

                Struggling to convert leads into loyal customers? It’s time to turn your customer reviews into profit!

                Get your FREE Growth & Marketing Audit at ProfitBoosterBiz.com and start scaling smarter today.

                 

                🎧 Subscribe & Never Miss an Episode!

                Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode!

                👤 About Marcia Riner

                Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success.

                Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com.


                Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

                33 min
              • EP311 Building a Sales Team That Sells: Hiring Right and Messaging Smart with Walter Crosby

                Building a Sales Team That Sells: Hiring Right and Messaging Smart

                EP311 - Profit With A Plan Podcast

                Released Date: July 15, 2025

                Guest: Walter Crosby, CEO of Helix Sales Development

                Host: Marcia Riner, Business Growth Strategist | Infinite Profit®

                 

                Episode Overview

                Think hiring your first salesperson is as easy as picking someone with a great résumé? Think again.

                On this episode of PROFIT With A Plan, Marcia Riner sits down with sales development expert Walter Crosby to bust hiring myths and reveal how most CEOs hire salespeople all wrong. Walter shares why industry experience can backfire, how to create congruent sales messaging, and what it really takes to build a high-performance sales team with repeatable revenue results.

                Whether you're about to make your first sales hire or you're ready to restructure a team that's not performing—this episode is your playbook.

                ⏱️ Key Takeaways & Timestamps

                [00:03:20] Meet Walter Crosby

                Get to know Walter's backstory, why he launched Helix Sales Development, and how he's helping founders scale their sales organizations the right way.

                [00:04:43] Falling Into Sales: The Accidental Career Path

                Walter shares how most top salespeople don’t start in sales—and why the hunger to perform outweighs fancy credentials.

                [00:08:00] Why Needing to Be Liked Kills Sales Performance

                Discover why a salesperson’s need for approval gets in the way of asking tough, deal-closing questions.

                [00:10:00] The Traits of a Top Sales Rep

                The four must-have characteristics of a great salesperson: curiosity, skepticism, active listening, and empathy.

                [00:14:05] Are You Solving the Wrong Problem?

                Walter explains how to challenge client assumptions and uncover the real issues behind poor close rates.

                [00:15:45] The #1 Mistake in Sales Hiring

                Stop hiring salespeople like every other employee. Walter reveals how to rethink your interview process.

                [00:17:00] Skill Set vs. Mindset: Hire for What Matters

                Why sales success isn’t about product knowledge—but knowing how to reach, navigate, and speak to the buyer.

                [00:21:10] Why Industry Experience is Overrated

                Walter explains why hiring from inside your industry might actually hurt you—and what to look for instead.

                [00:23:00] Stop Selling the Job During the Interview

                Learn how to evaluate a candidate before pitching your company culture and compensation package.

                [00:26:00] Why Your Salesperson Shouldn’t Be Your Marketer

                Understand the different roles required in lead generation vs. closing—and why expecting one person to do it all is a recipe for failure.

                [00:29:00] Aligning Sales & Marketing Messaging

                Discover how to hand your sales team the right message—so they’re not winging it with buyers.

                [00:32:00] The Infrastructure of a Winning Sales Org

                Why you need sales processes, messaging, management, and training before you expect consistent performance.

                [00:33:45] Never Promote Your Top Salesperson to Manager

                Walter shares the leadership trap most CEOs fall into—and what to do instead.

                [00:36:01] Resource: Walter’s Sales Velocity Email Series

                Get real stories from the trenches and lessons learned from 40+ years of sales leadership. Sign up at
                🔗 https://magnet.helixsalesdevelopment.com/sales-velocity

                🔧 Resources & Mentions
                • Helix Sales Development

                • Sales Velocity Free Email Series

                • Connect with Walter on LinkedIn
                •  

                   

                  💰This episode is sponsored by Profit Booster® Podcast Monetization Hub. 

                  We turn your interviews into a lead-generating machine—so you can capture, nurture, and convert listeners into paying clients. Stop leaving money on the table. Get started today at https://ProfitBoosterPod.com

                  🚀 Free Growth & Marketing Audit

                  Struggling to convert leads into loyal customers? It’s time to turn your customer reviews into profit!

                  Get your FREE Growth & Marketing Audit at ProfitBoosterBiz.com and start scaling smarter today.

                   

                  🎧 Subscribe & Never Miss an Episode!

                  Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode!

                  👤 About Marcia Riner

                  Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success.

                  Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com.


                  Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

                  39 min
                • EP310: Scaling Smart: Private Equity, Profit & Purpose with John Brooks
                  Scaling Smart: Private Equity, Profit & Purpose

                  Guest: John Brooks, CEO of Warehouse on Wheels

                  Host: Marcia Riner, Profit Booster® | PROFIT With A Plan Podcast
                  Episode Runtime: 33 mins
                  Tags: private equity, business growth strategy, business exit, scaling operations, stakeholder ROI, team ownership, trailer rentals

                  🚀 Episode Overview

                  What does it take to grow from 4,000 to over 37,000 assets, expand across North America, and create private equity returns as high as 9x?

                  In this powerful episode, Marcia is joined by John Brooks, the CEO of Warehouse on Wheels (WOW) — a seasoned financial and operational executive with deep experience in building PE-backed businesses for profitable exits. Since 2018, John has led WOW from a modest startup to one of North America’s fastest-growing trailer rental companies with 35+ offices and 37,000+ trailers.

                  You’ll hear what it really takes to scale sustainably, work with investors (not for them), and create legacy wealth — not just for founders, but entire teams.

                  ⏱️ Key Takeaways & Timestamps

                  [00:03:00] How John Got Into Private Equity

                  John shares his 7 “tours of duty” in PE-backed roles and the aha moment that led him to build WOW by acquiring a competitor.

                  [00:05:35] Vetting Your Private Equity Partner

                  Not all capital is created equal. John explains why business owners must interview PE firms, check cultural fit, and align expectations up front.

                  [00:07:00] Why PE is Rocket Fuel for Growth

                  "You’ve built the rocket and mapped the flight path — now you need fuel." Private equity accelerates momentum if you’ve got a clear vision.

                  [00:09:45] Structuring Smart Partnerships

                  Avoid getting pushed aside: run your business like a business, not a lifestyle. Clean books, defined roles, and early clarity on ownership percentages are key.

                  [00:12:00] Staying In the Business After a Deal

                  Exiting isn’t required. Many firms want leaders to stay and reinvest. WOW itself has transitioned from one PE sponsor to another — with John and his team intact.

                  [00:14:00] Sharing Wealth with Your Team

                  WOW’s employee reward model gives every team member a financial stake in the next sale — creating loyalty and life-changing impact.

                  [00:16:00] PE as a Culture and Leadership Amplifier

                  PE isn’t just financial capital — it can bring senior leadership support, L&D investments, and help build organizations that scale.

                  [00:18:00] What to Expect in the Exit Process

                  Selling to PE? Expect 6–12 months of due diligence, data rooms, advisors, and distraction. Prep early with experienced legal and banking support.

                  [00:21:00] Why PE Relationships Fail

                  Surprises kill trust. Misalignment, lack of transparency, and poor communication are the fastest paths to breakdowns with investors.

                  [00:23:00] Shifting from Entrepreneur to Executive

                  Owners must decide: stay and adapt to accountability, or exit and let others carry the vision. Either way, clarity from Day 1 matters.

                  [00:26:00] Alternative Capital Options

                  You don’t always need to give up equity. John shares insights into permanent non-control equity, private debt capital, and creative funding vehicles.

                  [00:28:00] 100% of $100 vs. 49% of $1M

                  Sometimes less is more. Giving up a slice of ownership can dramatically grow what you actually keep — if it comes with the right partners.

                  📚 Resources & Mentions
                  • Warehouse on Wheels: www.wowtrailers.com

                    “Ritz-Carlton service at Hampton Inn prices.”

                  • John Brooks on LinkedIn: Connect with John

                    For behind-the-scenes lessons from a PE-fluent CEO

                  • Free 30-Day Trial – Profit Booster® Marketing Hub

                    Smarter automations, better leads, more sales — no tech headaches.

                    💡 Final Thoughts

                    Private equity isn’t the villain it’s often made out to be. In fact, it may be the very thing that takes your business from where it is to where it could be — with capital, leadership support, and culture-enhancing investments that build lasting value.

                    As John puts it, the key isn’t if you raise capital — it’s who you raise it from and how prepared you are when the time comes.


                     

                     

                    💰This episode is sponsored by Profit Booster® Podcast Monetization Hub. 

                    We turn your interviews into a lead-generating machine—so you can capture, nurture, and convert listeners into paying clients. Stop leaving money on the table. Get started today at https://ProfitBoosterPod.com

                    🚀 Free Growth & Marketing Audit

                    Struggling to convert leads into loyal customers? It’s time to turn your customer reviews into profit!

                    Get your FREE Growth & Marketing Audit at ProfitBoosterBiz.com and start scaling smarter today.

                     

                    🎧 Subscribe & Never Miss an Episode!

                    Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode!

                    👤 About Marcia Riner

                    Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success.

                    Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com.


                    Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

                    35 min
                  • EP309: Building Capacity & Using Positive Stress to Drive Business Growth with Steve Perry
                    Building Capacity & Using Positive Stress to Drive Business Growth

                    Podcast: Profit With A Plan - Episode 309

                    Release date: July 1, 2025

                    Guest: Steve Perry, Founder of The Well Recruiting Solutions & Author of The Capacity Model

                    Host: Marcia Riner, Business Growth Strategist at Infinite Profit®

                    Episode Summary

                    Is stress holding you back—or pushing you forward? In this game-changing episode, Steve Perry breaks down how positive stress can expand your leadership capacity, grow your business, and create teams that thrive. Discover how to shift from breakdown to breakthrough, empower your team, and build a business that scales without burning out.

                    Whether you’re hiring your first employee or leading a large organization, this episode is packed with insights on capacity-building, mindset, team empowerment, and stress as a growth signal.

                    🔑 Key Takeaways
                    • How stress can be a gift and a trigger for growth

                    • The 3 stages of breakdown—and how to avoid them

                    • Steve's Capacity Model pillars: Education, Habits, Relationships

                    • Leading through change without losing your team

                    • Why you must "fire yourself from the day-to-day" to scale

                      🕒 Timestamps for Key Points
                      • 00:00:08 – Can stress actually supercharge your business growth?

                      • 00:02:19 – Guest intro: Steve Perry’s journey from teen entrepreneur to Fortune 100 exec

                      • 00:05:50 – Building a business from necessity and grit: Steve’s entrepreneurial start

                      • 00:07:00 – “Begin with the end in mind”: Goal-setting as a stress reframer

                      • 00:09:00 – The Capacity Model: Stress is a gift

                      • 00:10:00 – The 3 stages of breakdown: disappointment → disillusionment → greener pastures

                      • 00:12:27 – The breakthrough alternative: how to actually grow your capacity

                      • 00:13:15 – 3 pillars of capacity: education, habits, and relationships

                      • 00:14:13 – How to shift your mindset in the middle of disappointment

                      • 00:15:12 – External inputs: mentors, coaches, and capacity lifters

                      • 00:17:00 – Applying this model across marriage, parenting, and personal life

                      • 00:18:30 – Frequency of hitting capacity ceilings—daily or monthly?

                      • 00:20:04 – Leading through a business pivot: Steve’s firsthand experience

                      • 00:22:41 – Why team alignment and transparency are key to embracing change

                      • 00:23:18 – Using stress to spark skill development and new opportunities

                      • 00:25:07 – The 4 truths of capacity-building

                        1. Personal and professional stress are intertwined

                        2. “Whether you think you can or can’t—you’re right”

                        3. Life is hard—or life is hard

                        4. Doing more ≠ working more hours

                        5. 00:30:11 – Maximizing impact with the same 168 hours: the 1% that creates 50% of your results

                        6. 00:32:12 – Where to find Steve and his free resource: HireTheWell.com

                        7. 00:34:06 – Marcia’s takeaway: using stress to break through growth ceilings

                          🔗 Resources & Mentions
                          • 🎯 Download Steve’s 10 Must-Ask Interview Questions: HireTheWell.com

                          • 📘 The Capacity Model by Steve Perry

                          • 📲 Follow Steve Perry on LinkedIn: Steve Perry

                             

                             

                            💰This episode is sponsored by Profit Booster® Podcast Monetization Hub. 

                            We turn your interviews into a lead-generating machine—so you can capture, nurture, and convert listeners into paying clients. Stop leaving money on the table. Get started today at https://ProfitBoosterPod.com

                            🚀 Free Growth & Marketing Audit

                            Struggling to convert leads into loyal customers? It’s time to turn your customer reviews into profit!

                            Get your FREE Growth & Marketing Audit at ProfitBoosterBiz.com and start scaling smarter today.

                             

                            🎧 Subscribe & Never Miss an Episode!

                            Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode!

                            👤 About Marcia Riner

                            Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success.

                            Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com.


                            Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

                            36 min
                          • EP308: Targeted Time: Work Smarter by Aligning Tasks to Your Peak Productivity with Daphne Valcin

                            Targeted Time: Work Smarter by Aligning Tasks to Your Peak Productivity

                            EP308 Profit With A Plan Podcast

                            Released: June 24, 2025

                            🎙 Guest: Daphne Valcin, MCC | Executive Coach & Productivity Strategist

                            Host: Marcia Riner, Business Growth Strategist | Infinite Profit®

                            🔍 Episode Summary:

                            If you’re working long hours and still not seeing meaningful results, the problem may not be your effort—it may be your timing. In this powerful episode, Marcia Riner sits down with Master Certified Coach Daphne Valcin to unpack how to manage your time according to your natural productivity rhythms using her proven Targeted Time Method. Learn how to stop spinning your wheels, increase your performance, and drive business results without burnout.

                            🕒 Timestamped Highlights:

                            [00:02:06] Introduction to guest Daphne Valcin and her coaching work with Fortune 500 leaders.

                            [00:04:00] Daphne shares how her career shifted from PR to coaching through purpose-driven decision-making.
                            [00:07:00] Why traditional time management doesn't work for everyone—and how natural energy rhythms change everything.
                            [00:08:34] The first step in managing time effectively: discovering your peak energy window.
                            [00:09:35] The myth of the 4 a.m. entrepreneur: how lifestyle and context shape your workday.
                            [00:10:57] How to build a business around your creativity and energy instead of a 9–5 mindset.
                            [00:12:26] Daphne introduces her Targeted Time framework:

                            • Primary Time: Most focused and alert

                            • Secondary Time: Good, but not optimal

                            • Tertiary Time: Low-energy, minimal focus tasks


                              [00:14:52] How to schedule meetings and tasks according to your energy tier.
                              [00:17:01] Why sales tasks must be done during peak performance hours—and what happens when they aren’t.
                              [00:18:45] The concept of Golden Hours and why they should be protected at all costs.
                              [00:21:00] Real-life example of a missed opportunity from procrastinating during golden hours.
                              [00:22:00] Avoiding “busy work” and using high-energy windows for strategy, not admin.
                              [00:23:00] Leading with heart and boundaries: how to manage open-door policies without sacrificing performance.
                              [00:24:50] The 10-minute interruption rule: why multitasking is a hidden productivity killer.
                              [00:26:00] Boundaries with clients: how Daphne burned out from overgiving early in her business.
                              [00:28:55] Transformational case study: client goes from $3K/month to $52K/month by managing her time better and shortening the sales cycle.
                              [00:30:00] Delegation, scheduling, and respecting your energy as growth tools.
                              [00:31:00] Using the Pomodoro Method for solopreneurs: 30/5-minute work/rest cycles.
                              [00:32:10] The worksheet behind the magic: Daphne’s Targeted Time Planning Tool.
                              [00:35:00] Final thoughts: how using your natural rhythm boosts profit, peace, and performance.
                              [00:36:30] Where to find Daphne and how to grab her free Targeted Time Method Worksheet.

                              💡 Key Takeaways:
                              • Understand your primary, secondary, and tertiary energy zones and align tasks accordingly.

                              • Schedule profit-driving activities like sales, proposals, and strategic planning during your peak time.

                              • Use Golden Hours to protect deep focus work—no meetings or distractions allowed.

                              • Establish boundaries with your team and clients to protect productivity and prevent burnout.

                              • Even minor tweaks like using timers or batch planning can produce exponential revenue growth.

                                📌 Resources & Links:
                                • Free Worksheet: daphnevalcin.com/targetedtime

                                • Learn more about Daphne: valsonstrategicsolutions.com

                                • Connect on LinkedIn: Daphne Valcin

                                   

                                   

                                  💰This episode is sponsored by Profit Booster® Podcast Monetization Hub. 

                                  We turn your interviews into a lead-generating machine—so you can capture, nurture, and convert listeners into paying clients. Stop leaving money on the table. Get started today at https://ProfitBoosterPod.com

                                  🚀 Free Growth & Marketing Audit

                                  Struggling to convert leads into loyal customers? It’s time to turn your customer reviews into profit!

                                  Get your FREE Growth & Marketing Audit at ProfitBoosterBiz.com and start scaling smarter today.

                                   

                                  🎧 Subscribe & Never Miss an Episode!

                                  Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode!

                                  👤 About Marcia Riner

                                  Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success.

                                  Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com.


                                  Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

                                  38 min

                                About Profit With A Plan

                                From the publisher's feed

                                Marcia & her guests share business growth ideas so that you can create strategies that increase your profit, drive your growth, and plan for your future sale.

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