• 00:01 – 00:40 – Introduction: Marcel Petitpas introduces Audrey Joy Kwan, a seasoned leadership coach and agency consultant, discussing her extensive experience in agency leadership development. Audrey shares her transition from law to marketing, leading to a significant career in agency leadership.
• 06:57 – 08:26 – Leadership Styles: Audrey discusses the selection of appropriate leadership styles for different agency scenarios, addressing common misconceptions.
• 10:24 – 12:33 – Practical Example: Audrey provides an example from event management to demonstrate how leadership styles are adapted based on team competencies.
• 14:51 – 16:00 – Leadership Framework: Discussion on a quadrant framework that helps identify appropriate leadership styles based on team member confidence and competence.
• 18:50 – 20:09 – Flexibility in Leadership: Emphasis on the importance of adapting leadership approaches to individual team member needs and project dynamics.
• 22:35 – 24:59 – Assessing Competence and Confidence: Audrey elaborates on methods for assessing team members' skills and confidence to select the most effective leadership style.
• 226:28 – 27:50 – Do’s and Don’ts of Leadership Styles: Marcel and Audrey discuss best practices for implementing each leadership style to maximize effectiveness and team satisfaction.
• 29:46 – 31:33 – Directive Leadership in Depth: Detailed breakdown of how and when to employ directive leadership effectively within an agency setting.
• 31:33 – 33:57 – Coaching and Supporting Styles: Exploration of coaching and supporting leadership styles, including how to empower team members through these approaches.
• 36:00 – 37:23 – Identifying Leadership Missteps: Techniques for identifying when a chosen leadership style isn't working and how to pivot effectively to support team success.
• 38:25 – 39:28 – Building Team Confidence: Strategies for boosting team confidence through gradual increases in responsibility, helping team members grow effectively into their roles

• Free Live Workshop:  https://audreyjoykwan.com/leadershipstyles
• Connect with Audrey through her profile:
  • IG: https://www.instagram.com/audreyjoykwan/
  • LI: https://www.linkedin.com/in/kwanaudrey/
• Website: https://audreyjoykwan.com/
• Marcel’s episode in Audrey’s pod: https://audreyjoykwan.com/podcast-ep86/

Leave us a review here.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

• 00:00 – 05:32 – Opening Discussion: Marcel and Joey highlight the critical role of clear communication and the art of building client relationships in agency settings.
• 05:34 – 08:36 – Joey's Insights: Sharing his journey as an agency owner and creative director, Joey delves into why effective communication is foundational to strong client relationships.
• 08:38 – 12:30 – Trust Building: Marcel and Joey explore the importance of understanding client needs and establishing trust at the start of any client engagement.
• 12:33 – 16:34 – Vision and Communication: Early client meetings focus on clear communication and vision setting to foster trust and understand clients’ needs, as emphasized by Joey.
• 16:36 – 20:34 – Managing Scope Creep: The duo addresses the challenges of scope creep, stressing the need for transparent communication and managing client expectations to prevent project pitfalls.
• 20:37 – 25:22 – Strategic Communication: Joey provides tips and strategies for handling scope creep and managing expectations through effective communication and strategic discussions.
• 25:24 – 30:41 – Extracting Value: Discussion on the importance of deriving high-value context from client meetings to fully grasp their pain points and project objectives.
• 30:44 – 36:32 – Ongoing Engagement: The significance of continuous check-ins and communication to maintain trust and enhance the client experience throughout the project.
• 36:34 – 42:14 – Emotional Engagement: Marcel and Joey talk about managing the emotional journey of client engagements, emphasizing the need to sustain excitement and vision.
• 42:16 – 47:58 – Further Learning: Joey shares additional resources and underscores the importance of genuine human interaction in nurturing client relationships.

• Download the Think Like Your Client POV Guide here: https://www.joeytackett.com/podcastresources
• Website: https://Joeytackett.com
• LinkedIn: https://www.linkedin.com/in/joeytackett (Feel free to DM!)
• Instagram: https://www.instagram.com/creativejoey (Feel free to DM!)
• Twitter: https://twitter.com/joeytackett 
• YouTube Channel: https://www.youtube.com/@HeyJoeyTackett/videos

Leave us a review here.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

• 00:01 – 00:40 – Introduction: Marcel Petitpas introduces the episode and guest Jamie van Cuyk, an expert in hiring and onboarding, who shares her extensive experience in helping entrepreneurs effectively grow their teams.
• 01:20 – 02:43 – Company Overview: Jamie describes her role and the objectives of her company, Growing Your Team, emphasizing its focus on teaching small business owners to hire like professionals.
• 02:43 – 05:12 – Hiring Challenges: The conversation shifts towards the challenges of hiring, the negative impacts of poor hiring decisions, and the potential positive outcomes of effective hiring practices.
• 05:12 – 06:47 – Profitability through Hiring: Discussion on how proper hiring can lead to increased profitability and efficiency within a business.
• 06:47 – 13:56 – When to Hire: Marcel and Jamie discuss the indicators and timing for when businesses should consider hiring new team members.
• 13:56 – 18:45 – Financial Considerations in Hiring: They delve into the financial aspects of hiring, including budgeting and the economic impact on a business.
• 18:45 – 26:49 – Role of Management: Focus shifts to the importance of hiring middle management and its role in business growth and employee management.
• 26:49 – 35:35 – Role Design: Jamie explains the process of designing roles within a company to align with strategic business goals.
• 35:35 – End – Recruitment Strategies: The final segment covers effective strategies for attracting the right candidates and the importance of a respectful and efficient hiring process.

• Connect with Jamie through her profile: Jamie Van Cuyk on LinkedIn
• Instagram
• Facebook

Leave us a review here.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

• 00:01 – 00:58 – Introduction: Marcel Petitpas introduces the episode and guest Kelly Campbell, a trauma-informed leadership coach. Discussion about Kelly’s new book, “Heal to Lead,” and their approach to trauma, leadership, and consciousness.
• 01:03 – 01:21 – Kelly Campbell’s Professional Background: Kelly shares their professional journey from owning a digital marketing agency to becoming a trauma-informed leadership coach, focusing on the deeper motivations and fears that impact leaders.
• 03:03 – 04:38 – The Importance of Addressing Trauma in Leadership: Marcel highlights the personal relevance of the discussion on trauma in leadership and its impact on personal development and business effectiveness.
• 04:38 – 07:54 – Impact of Trauma on Leadership Styles: Kelly discusses how both small and large traumas shape leadership styles, personal relationships, and professional environments.
• 18:03 – 19:42 – Personal Reflections on Growth and Impact of Trauma: Marcel reflects on his personal development journey, the impact of pausing growth activities, and the importance of continuous self-awareness.
• 23:15 – 28:37 – Healing and Leadership Coaching Techniques: Kelly provides insights into the modalities and processes they use in their trauma-informed leadership coaching, emphasizing the integration of trauma for enhancing personal and professional growth.
• 37:07 – 38:49 – Conclusion and Book Promotion: Where to find Kelly's book, the significance of supporting independent bookstores, and final thoughts on the necessity of addressing trauma in leadership for better overall effectiveness.

• Book Pre-Order: https://klcampbell.com/heal-to-lead-book/
• Website: https://klcampbell.com/
• Instagram: https://www.instagram.com/kelly.l.campbell
• LinkedIn: https://www.linkedin.com/in/kellylcampbell/
• Substack: https://kellylcampbell.substack.com/
• Leadership Quiz: https://klcampbell.com/leadership/
• Healing Resources: https://myhealingmenu.com

Leave us a review here.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

• 00:01 - 00:21 - Introduction: Marcel introduces the episode and guest Chris Rudolph, a business coach specializing in helping agency owners grow their businesses and improve their lifestyles.
• 00:21 - 01:05 - Chris’s Background: Chris shares his journey from starting in the fitness industry to coaching agency owners, emphasizing his accidental entry into the agency space.
• 01:05 - 02:41 - Why Agencies?: Chris explains his focus on agencies, driven by their unique challenges and his passion for helping agency owners develop CEO skills they typically lack.
• 02:41 - 03:11 - Changes in the Agency Landscape: Discussion on how COVID-19 and economic changes have affected agency pricing, scoping, and client retention strategies.
• 03:11 - 06:17 - Opportunities from Disruption: Chris highlights how disruptions can open up opportunities for agencies ready to adapt, especially in terms of performance retainers.
• 06:17 - 09:18 - Hybrid Retainer Model: Chris introduces his hybrid model combining flat fee retainers with performance-based components to balance risk and reward.
• 09:18 - 11:09 - Determining the Base Retainer: The conversation dives into how to calculate a base retainer that covers costs and a margin, ensuring agencies don’t lose money on performance-based contracts.
• 11:09 - 18:59 - Setting Performance Fees: Tips on simple and effective ways to structure performance fees based on net sales, ROAS, or cost per lead, depending on the agency’s services.
• 18:59 - 27:09 - Audit Process for Client Acquisition: Chris describes the process of conducting audits for potential clients to assess fit and demonstrate value before proposing a retainer model.
• 27:09 - 35:26 - Retaining Clients Through Transition: Strategies for transitioning existing clients facing churn or cancellations to the hybrid performance-based model as a way to retain their business.

• Connect with Chris through his profile: Chris Rudolph on LinkedIn
• Freedom Agency Coach

Leave us a review here.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Points of Interest

• 00:01-00:23 – Marcel kicks off the podcast by introducing Pete Everitt, a friend of the show, multi-agency owner, and coach specializing in helping agency owners with client acquisition and retention through recurring revenue.
• 00:24-02:04 – Pete details his professional journey, from agency work in the UK to launching SEO Hive during the pandemic, and his coaching role for agency owners.
• 02:04-02:25 – Discussion on the unique insights Pete offers by managing firms and coaching simultaneously.
• 02:25-03:31 – Pete shares his career trajectory, including his start in agencies post-university and the eventual launch of his own agency in 2016.
• 03:31-05:50 – The conversation shifts to Pete’s motivation for starting his own agency, spurred by a desire for more autonomy.
• 05:50-08:56 – The evolution of agency models over the last decade, contrasting traditional firms with modern digital agencies.
• 08:56-11:22 – The importance of providing value over simply reducing costs, especially in a post-COVID context, is discussed.
• 11:22-13:57 – Pete emphasizes moving from an order-taker to a trusted advisor by closely understanding and evolving with clients' needs.
• 13:57-17:16 – Marcel and Pete discuss how deep client understanding and problem-solving lead to better retention and expansion opportunities.
• 17:16-34:39 – The final segment covers steps for agencies to become more strategic with clients, underscoring the role of account management and the necessity of adapting services to client needs continuously.

Show Notes

• Connect with Pete through his profile: Pete Everitt on LinkedIn
• Account management Resources
• Product Management Resources:
  • Lean Customer Development, Book
  • Jobs to be done

Love the Podcast?

Leave us a review here.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

• 00:01-00:46 – Marcel kicks off the podcast by introducing David Jenyns, the genius behind a global agency that specializes in building business systems.
• 00:47-02:12 – David opens up about his journey in the business world and what inspired him to pen down the book SYSTEMology.
• 02:13-03:07 – Marcel and David get real about the struggles small businesses face when trying to grow, and how SYSTEMology swoops in to save the day.
• 03:08-06:33 – David shares his own rollercoaster ride of running a digital agency, tackling hurdles like delegation and scalability head-on.
• 06:34-08:27 – They dive into the telltale signs that scream, “Hey, it’s time for SYSTEMology!”
• 08:28-09:57 – David lays out the initial steps for busting through bottlenecks systematically.
• 09:58-11:37 – They discuss the importance of nailing down the top 10-15 systems in a business as the first step towards embracing SYSTEMology.
• 11:38-14:26 – Tackling the challenges of getting your team onboard with new processes and systems becomes the focus of the conversation.
• 14:27-16:14 – David unveils the concept of a systems champion and how it can transform your business’s culture.
• 16:15-18:45 – Practical leadership tips for cultivating systems thinking and ensuring system maintenance take center stage.
• 18:46-19:01 – David wraps up by pointing listeners towards more SYSTEMology gold, including his book and other resources.

• LinkedIn: https://www.linkedin.com/in/david-jenyns/
• Twitter/X: https://twitter.com/davidjenyns
• Website: https://www.systemology.com/profile/
• Amazon link to book: https://www.amazon.ca/SYSTEMology-Create-profits-business-systems-ebook/dp/B08CDY993G

Leave us a review here.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

• 00:01 – 00:40 – Introduction to the Episode and Guest: Marcel introduces Michael Wark and his expertise in finance for agencies.
• 00:40-01:00 – Michael’s Background and Passion for Agency Finance: Michael shares his excitement for the topic and his background in financial services.
• 01:00-01:45 – The Role of a Virtual CFO for Agencies: Discussion on how Michael serves as a virtual CFO for agencies worldwide, blending operations with finance.
• 02:10-03:18 – Why Michael Started Trimline and Focus on Agencies: Michael’s journey from corporate to entrepreneurship, focusing on creative agencies.
• 04:15-05:15 – The Importance of Management Accounting Over Tax Accounting: Insights on how focusing on management accounting can better support growth and strategic decision-making.
• 05:15-06:41 – Stages of Agency Growth Towards $5 Million: Michael discusses the growth stages agencies face on their way to $5 million and beyond.
• 06:59-08:00 – Common Financial Pitfalls for New Clients: Challenges new clients face, such as mixing personal and business finances.
• 10:38-11:29 – Restructuring P&L for Operational Profit: Strategies to clean up the P&L for a true look at operational profit, separating out non-operational expenses.
• 14:03-15:42 – Accrual Accounting in Agencies: The complexity of accrual accounting for agencies and the importance of accurate revenue recognition.
• 19:19-22:08 – Investing for Growth and Understanding Unit Economics: The investment mindset required for sustainable growth and the significance of understanding unit economics.
• 33:11-37:02 – Building Real Value and Preparing for Exit: Focusing on building a business that’s attractive to buyers by systemizing operations and documenting processes.

• Link to E-book: https://jo.my/qr/trimline-growth
• LinkedIn: https://www.linkedin.com/in/michael-wark-18627628/
• Website: https://trimline.co/

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Points of Interest

• 0:00-1:20 - Introduction to Craig Cody, a tax strategy expert focused on helping agencies pay less tax.
• 1:21-2:12 - The unique focus of tax planning for marketing agencies.
• 2:13-3:04 - The role of business model in tax planning for agencies.
• 3:05-4:29 - Understanding the tax code and the importance of tax planning.
• 4:30-5:45 - The importance of proactive tax planning and thinking year-round.
• 5:46-6:50 - The importance of tax efficiency and its impact on building wealth.
• 6:51-7:30 - Thoughtful decisions and tax efficiency for agency owners.
• 7:31-8:31 - The tension between making business tax efficient and the reality of business costs.
• 8:32-9:45 -The impact of entities and location on tax planning.
• 9:46-10:53 - Retirement planning as a key tax strategy for agency owners.
• 10:54-12:18 -The value of documentation and proper planning for tax efficiency.
• 12:19-14:00 - Strategies for maximizing tax benefits and expenses within the boundaries of the law.

Show Notes

• 12 Biggest Tax Mistakes Book: https://craigcodyandcompany.com/ (form on homepage)
• 5 Simple Ways to Save Thousands on Taxes Course: https://craigcodyandcompany.thinkific.com/courses/5-tax-strategies
• LinkedIn: https://www.linkedin.com/in/craigcodycpa/
• LinkedIn Business: https://www.linkedin.com/company/craig-cody-and-company/
• Facebook: https://www.facebook.com/CraigCodyandCompany
• Website: https://craigcodyandcompany.com/
• Agency Research Report: https://craigcodyandcompany.com/agency-tax-research/
• Re-launching The Progressive Agency Podcast: https://craigcodyandcompany.com/agency-podcast/ - Date TBD
• Email:  [email protected]

Love the Podcast?

Leave is a review here.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

• 00:00 – 00:18 – Introduction and background information on Rob’s 25 years of experience in the agency industry.
• 03:15 – 05:05 – Rob shares his experience transitioning into the digital industry and the challenges faced in the early years.
• 08:22 – 13:02 – Rob shares two crazy experiences from his time in the digital industry, including a major website launch mistake.
• 13:05 – 18:05 – Rob discusses the challenges of maintaining agency profitability and creativity and his transition into consulting.
• 19:18 – 21:17 – Discussion on the challenges of balancing creativity and agency operations, and resistance to introducing processes.
• 21:20 – 24:23 – Discussion on the need to introduce strategic consulting and the fear of process impacting creativity.
• 24:23 – 29:20 – Discussion on the importance of feedback loops and creating a culture of feedback within the agency.
• 29:20 – 34:00 – Addressing resistance during the implementation of processes and the need for organizational restructuring.
• 34:00 – 36:17 – Final advice on taking incremental steps and involving the team in the process to create a harmonious work culture.
• 36:17 – 38:00 – Conclusion and contact information for further follow-up.

Show Notes:

• Rob Sayles LinkedIn Profile

Love our Podcast? Leave us a review here!

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.