It's a Numbers Game

Daniel Welling
  • 5.0 (2)
  • MANAGEMENT
  • UPDATED WEEKLY

The MSP Finance Team Podcast "It's a Numbers Game" from the only financial management solution for MSPs in the UK, founded by former MSP-owners.

  1. EP122 – If MFA Stops 99% of Attacks… Why Are Companies Still Being Breached - with Al Lakhani

    1 FEB

    EP122 – If MFA Stops 99% of Attacks… Why Are Companies Still Being Breached - with Al Lakhani

    In this episode, the Adam and Daniel welcome Al Lakhani a cybersecurity expert, to discuss the revolutionary MFA 2.0 technology. Al explains how traditional MFA (Multifactor Authentication) methods, known as MFA 1.0, are vulnerable to credential phishing attacks, highlighting recent breaches by the Shiny Hunters group. He introduces MFA 2.0, which utilises public key cryptography to eliminate passwords and ensure device-based identity verification, preventing attacks effectively. The conversation delves into the limitations of current MFA methods, the advantages of MFA 2.0, and the importance of moving from detection to prevention in cybersecurity. Al also discusses the educational challenges in the industry and the potential for MFA 2.0 to simplify IT departments' roles by eliminating credential management issues. Despite the complexity and market resistance, Al believes MFA 2.0 offers a transformative approach to cybersecurity. The episode wraps up with a call to action for MSPs interested in trailing MFA 2.0 and ensuring robust security for their clients. 00:00 Introduction and Greetings 00:25 The Problem with MFA 1.0 01:19 Introducing MFA 2.0 03:47 How MFA 2.0 Works 07:54 Challenges and Solutions 14:35 Market Adoption and Competitors 26:54 Conclusion and Next Steps Connect with Al Lakhani on LinkedIn by clicking here – https://www.linkedin.com/in/getidee/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/danielwelling/ Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team We look forward to catching up with you on the next one. Stay tuned!

    32 min
  2. EP121 – Using AI to Solve Real MSP Problems with Roy Castleman

    17 JAN

    EP121 – Using AI to Solve Real MSP Problems with Roy Castleman

    In this episode, Roy Castleman joins the podcast to share insights from his extensive experience in leveraging AI to run multiple businesses. The conversation delves into practical applications of AI, the challenges of selecting the right tools amongst many, and optimising AI usage through clear communication and iterative prompting. Roy emphasises the importance of understanding AI as an enhancement tool rather than a replacement and details a method of using AI to form a 'virtual board of directors' for business advice. The episode also touches on various aspects of experimenting with AI tools and offers valuable tips on using AI effectively. 00:00 Introduction and Welcome 00:20 Diving into AI and Business Efficiency 02:15 Choosing the Right AI Tools 03:45 AI as a Critical Thinking Partner 04:59 Practical Applications of AI 06:39 Challenges and Limitations of AI 09:10 Setting Up AI for Business 16:34 Effective AI Communication 24:29 Final Thoughts and Contact Information Connect with Roy Castleman on LinkedIn here – https://www.linkedin.com/in/roycastleman Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/danielwelling/ Connect with Adam Morris on LinkedIn here – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, here – https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team We look forward to catching up with you on the next one. Stay tuned!

    31 min
  3. EP120 – Selling Cybersecurity to Clients Who Think They're Not a Target with Adam Pilton

    11 JAN

    EP120 – Selling Cybersecurity to Clients Who Think They're Not a Target with Adam Pilton

    In this episode, Adam Pilton from Heimdal discusses his role in educating and supporting MSPs and small businesses on cybersecurity. He shares his unique perspective drawn from a 15-year career in law enforcement and as a Cyber Essentials auditor. The conversation covers the importance of storytelling, recognising and mitigating risks, maintaining cybersecurity standards like Cyber Essentials, and building trust-based client relationships. Practical strategies for engaging clients and the necessity of continued education on cybersecurity threats are also highlighted. 00:00 Introduction and Guest Welcome 00:25 Adam's Background and Role at Heimdal 02:26 Challenges Faced by Small Businesses in Cybersecurity 06:52 Importance of Storytelling in Cybersecurity 12:18 Cyber Essentials and Frameworks 24:50 Client Relationships and Trust 31:55 Conclusion and Contact Information Connect with Adam Pilton LinkedIn by clicking here – https://www.linkedin.com/in/adampilton Read Adam Pilton's newsletter at – https://www.linkedin.com/newsletters/the-cyber-detective%E2%80%99s-notebook-7389285479634075648/ Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/danielwelling/ Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team We look forward to catching up with you on the next one. Stay tuned!

    35 min
  4. EP119 – How MSPs Should Start With AI Today with Fiona Challis

    2 JAN

    EP119 – How MSPs Should Start With AI Today with Fiona Challis

    In this episode, Fiona discusses the rapid advancements in AI, especially in the Managed Service Provider (MSP) sector. The conversation delves into how AI avatars are surpassing human avatars in social media, the adaptation of MSPs to AI technologies, and the importance of staying updated in the swiftly changing AI landscape. Fiona recalls past initiatives like the Mentori Program which helped navigate industry transformations and compares it to current AI integration. She emphasises the need for MSPs to embrace tools like Microsoft Copilot as an entry into AI, and outlines a structured path from basic AI applications to complex, agent-driven solutions. The discussion also highlights the importance of readiness assessments, internal adoption of AI tools, and the significant market demand driven by end users. MSP owners are encouraged to start small and gradually scale their AI capabilities, ensuring they don't miss out on emerging opportunities. 00:00 Introduction and Greetings 00:17 AI Avatars vs. Human Avatars 01:06 Recent Developments in AI and MSP Land 01:24 The Mentori Program and Industry Shifts 02:12 The Biggest Shift in the Channel 02:58 Monetising AI in the Channel 03:57 Challenges and Solutions for MSPs 04:21 The Seven Week Challenge: From Copilot to AI 04:52 Demand Driven by End Users 05:33 The Role of MSPs in Leading AI 07:04 Selling AI as a Transformation Tool 07:26 Real-World AI Implementation Stories 09:30 Steps for MSPs to Get Started with AI 12:09 The Importance of Internal Adoption 12:52 Readiness Assessment and Pilot Programs 18:59 The Future of AI in the Channel 27:22 Training Programs and Continuous Learning 30:29 Conclusion and Contact Information   Connect with Fiona Challis LinkedIn by clicking here –https://www.linkedin.com/in/fionachallis If partners are asking "How do we sell AI?" this is the best place to start – https://fionachallis.mykajabi.com/copilotchallenge - If they are already ahead and clients are now asking "Can AI actually do the work?" - this is the best place for them -  This is Mentori for AI  –  https://agenticaiprovidersystem.com/ Use code ITSANUMBERSGAME at checkout to get a £250 saving.  Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/danielwelling/ Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team We look forward to catching up with you on the next one. Stay tuned!

    35 min
  5. EP118 – Confidence, Change and Better Decisions with Graham Norris

    1 JAN

    EP118 – Confidence, Change and Better Decisions with Graham Norris

    In this engaging episode, hosts Daniel, Adam and guest Graham Norris explore their personal journeys within the Toastmasters program, highlighting its significant impact on their public speaking skills and confidence. They share stories about overcoming initial fears and discuss how repeated practice at Toastmasters helped them become better communicators. Graham describes how his experience with Toastmasters led him into a career as a professional speaker and organisational psychologist. The conversation also delves into broader themes of navigating change and uncertainty, making informed decisions, and the importance of experimentation. Both host and guest underscore the invaluable benefits of Toastmasters in various facets of life and business, making a strong case for participation in such programs.   00:00 Introduction and Welcome 00:23 Personal Toastmasters Journeys 01:31 Overcoming Public Speaking Fears 04:45 Practical Benefits of Toastmasters 07:43 Transition to Professional Speaking 10:14 Navigating Future Uncertainties 23:26 The Value of Experimentation and Decision Making 26:09 Conclusion and Contact Information   Connect with Graham Norris LinkedIn by clicking here –https://www.linkedin.com/in/grahamnorris/ Connect with Daniel Welling on LinkedIn by clicking here –https://www.linkedin.com/in/danielwelling/ Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team We look forward to catching up with you on the next one. Stay tuned!

    29 min
  6. EP117 – Consolidate, Certify, Comply: Jason Kemsley's MSP Playbook for 2026

    31/12/2025

    EP117 – Consolidate, Certify, Comply: Jason Kemsley's MSP Playbook for 2026

    In this episode, host Daniel welcomes Jason Kemsley to discuss the evolving landscape of Managed Service Providers (MSPs). Jason shares his insights on the three Cs that will define successful MSPs by 2026: Consolidation, Certification, and Compliance. The conversation explores the importance of niching down and standardising operations to thrive in a competitive market. They also delve into how certifications can enhance credibility and the role of compliance in achieving market leadership. The episode concludes with a brief teaser for a future aviation-themed episode, promising an interesting twist on the discussion.   00:00 Introduction and Warm-Up 00:38 The Three Cs of MSPs in 2026 01:41 Consolidation: The First C 18:16 Certification and Standards: The Second C 22:51 Compliance: The Third C 26:50 Shameless Plug and Future Plans Connect with Jason Kemsley on LinkedIn by clicking here –https://www.linkedin.com/in/jason-kemsley-630983159/ Connect with Daniel Welling on LinkedIn by clicking here –https://www.linkedin.com/in/danielwelling/ Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team We look forward to catching up with you on the next one. Stay tuned!

    32 min
  7. EP116 – Why Your MSP Contracts Are Costing You Profit with Anne Hall

    15/12/2025

    EP116 – Why Your MSP Contracts Are Costing You Profit with Anne Hall

    In this podcast episode, Adam, Daniel, and Anne discuss the significance of legal agreements for Managed Service Providers (MSPs) and how they impact EBITDA. They discuss the inherent risks MSPs face, the importance of proactive use of contracts, and common pitfalls like revenue leakage from services out of scope. The conversation highlights the need for MSPs to educate their clients and align internal processes with contractual commitments. They emphasise that contracts are not merely for worst-case scenarios but are essential for mitigating risks and ensuring business success. The episode provides insights into how MSPs can better structure their agreements and services to protect both their businesses and clients. 00:00 Introduction 00:23 Connecting EBITDA and MSP Legal Agreements 01:11 The Importance of Contracts for MSPs 02:47 Proactive Use of Contracts 04:33 In Scope vs. Out of Scope 09:05 Onboarding and Initial Assessments 11:26 Managing Client Expectations 20:32 Adapting Contracts for Different Services 22:49 Global Differences in MSP Practices 28:12 Conclusion and Contact Information Connect with Anne Hall LinkedIn by clicking here –https://www.linkedin.com/in/annehall-itagree Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/danielwelling/ Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team We look forward to catching up with you on the next one. Stay tuned!

    32 min
  8. EP115 - Building Trust with Effective Case Studies with Rob Beadle

    04/12/2025

    EP115 - Building Trust with Effective Case Studies with Rob Beadle

    In this episode, industry expert Rob joins the hosts to discuss the significance of high-quality, effective case studies for Managed Service Providers (MSPs). The conversation delves into the current state of case study usage among top UK MSPs, revealing that while many are embracing both written and video formats, there is still a lot of room for improvement. Rob outlines the primary benefits of case studies, emphasising their role in building trust and credibility. He also differentiates between case studies and testimonials, highlighting their respective strengths and uses. The episode offers practical advice on selecting clients for case studies, conducting insightful interviews, and producing engaging content. Rob also shares his thoughts on integrating customer feedback and tackling sensitive topics delicately. Additionally, the hosts and Rob touch on the balance between polished and authentic content and the future impact of AI on copywriting.   00:00 Introduction and Welcome 00:08 The Importance of Case Studies for MSPs 00:39 Current State of Case Studies in the MSP Space 01:16 Benefits of Using Case Studies 03:35 Testimonials vs. Case Studies 04:53 Creating Effective Case Studies 07:29 Combining Video and Written Case Studies 13:32 Challenges and Sensitivities in Case Studies 22:35 Steps to Create a Case Study 30:10 Ideal Length and Structure of Case Studies 33:01 Conclusion and Contact Information 34:09 The Role of AI in Copywriting   Connect with Rob Beadle on LinkedIn by clicking here –https://www.linkedin.com/in/robbeadleuk/ Connect with Daniel Welling on LinkedIn by clicking here –https://www.linkedin.com/in/daniel-welling-54659715/ Connect with Adam Morris on LinkedIn by clicking here – https://www.linkedin.com/in/adamcmorris/ Visit The MSP Finance Team website, simply click here –https://www.mspfinanceteam.com/   MSP Glossary: MSP Finance Glossary Explained | MSP Finance Team We look forward to catching up with you on the next one. Stay tuned!

    41 min
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Ratings & Reviews

5
out of 5
2 Ratings

About

The MSP Finance Team Podcast "It's a Numbers Game" from the only financial management solution for MSPs in the UK, founded by former MSP-owners.

Information

  • Creator
    Daniel Welling
  • Years Active
    2022 - 2026
  • Episodes
    122
  • Rating
    Clean
  • Copyright
    © 2022
  • Show Website
    It's a Numbers Game