The Agency Profit Podcast Parakeeto, Marcel Petitpas

About this Episode

In this episode of the Agency Profit Podcast, Marcel Petitpas explores a topic rarely touched upon in typical business discussions—trauma and its profound impact on leadership. Joined by Kelly Campbell, a Trauma-Informed Leadership Coach and author of the newly released book “Heal to Lead,” they delve into how unresolved trauma shapes our professional behaviours and decisions.

As Kelly unpacks the often invisible but significant effects of trauma on leaders, Marcel reflects on his personal journey, emphasizing the importance of addressing these deep-seated issues to foster healthier work environments and personal growth. This conversation marks a departure from the show’s usual focus on numbers and financials, instead offering a deeper, introspective look at the personal challenges that can impede a leader’s effectiveness and the transformative power of self-awareness and healing.

About this Episode

In this episode of the Agency Profit Podcast, host Marcel Petitpas and guest Chris Rudolph, Founder @ The Freedom Agency Coach dive into the nitty-gritty of performance-based retainers for agency services. Chris, a seasoned business coach with a knack for helping agency owners grow their businesses without the hustle, shares his journey from stumbling into coaching to becoming a passionate advocate for agency success. He discusses the evolution of agency pricing and scope, emphasizing the shift towards performance-based retainers amidst economic changes and client uncertainties. Chris introduces a hybrid model that combines a flat fee with a performance-based component, allowing agencies to cover costs while offering clients a lower-risk investment. This model aims to maintain client trust by adjusting as the agency-client relationship evolves, ensuring agencies don't overextend into high-risk situations or miss out on deserved revenue. The conversation also covers strategies for acquiring and retaining clients through audits, the importance of clear communication, and managing the balance between performance-based and traditional retainer clients. Chris’s insights offer a roadmap for agencies looking to adapt to changing market demands while fostering growth and sustainability.

About this Episode

Marcel Petitpas catches up with Pete Everitt, a multi-agency owner, a coach known for helping agency owners grow their businesses through recurring revenue models and the Co-Founder of SEOHive. They reminisce about their last meeting and marvel at how swiftly time flies in the dynamic agency industry. Pete shares his journey from working in agencies since 2004, through launching a white label SEO service at the start of the pandemic, to coaching agency owners on leveraging recurring services for growth.

The conversation dives into the evolution of agency models, the importance of being a trusted advisor to clients rather than just a service provider, and how agencies can avoid the "race to the bottom" by offering value that aligns with client needs. Pete emphasizes the significance of evolving services to meet changing client demands, leveraging existing relationships for growth, and how agencies can use feedback to refine and expand their offerings, thus solidifying their role as strategic partners in their clients' success.

About this Episode

In this latest episode of the Agency Profit Podcast, Marcel Petitpas chats with David Jenyns, the brains behind the bestselling book SYSTEMology. They dive deep into the world of streamlining your business with killer systems. David shares insights from his journey, starting from the trenches of agency life to becoming a systemization guru. He breaks down the red flags that signal the need for better systems in your business. Plus, he offers valuable advice on how to overcome bottlenecks and cultivate a culture of transparency and accountability.

David emphasizes the importance of identifying key processes and getting your team involved in documenting them. He also reveals the secret to maintaining strong systems as your business scales – appointing a systems champion to lead the charge.

And guess what? He doesn’t leave you hanging without some practical leadership hacks to get your team thinking system-first. Wrapping it up, David shares where to find his book and other resources to turbocharge your business systems. Trust us, you don’t want to miss this!

About this Episode

In this episode of the Agency Profit Podcast, Marcel Petitpas dives into the world of agency finance with Michael Wark, a seasoned expert from the financial services sector specializing in helping agencies enhance their profitability, cash flow, and business valuation. Michael brings over 19 years of experience to the table, sharing insights on the intersection of operations and accounting to drive agency growth. The duo discusses the importance of moving beyond tax-focused accounting to embrace management accounting, offering a clearer picture of a business’s operational health. Michael’s approach to dissecting financial challenges, his strategic outlook on agency growth, and his journey from corporate to entrepreneurial success in focusing on creative agencies underline a conversation rich with advice for navigating the complexities of scaling an agency. They emphasize understanding the business model, managing cash flow efficiently, and preparing for a potential exit as foundational steps toward building a sustainable and potentially sellable business.

This episode is not just a nerdy dive into agency finance but a roadmap for agency owners aiming to refine their financial strategies and scale their operations effectively.

About this Episode

In this latest episode of the Agency Profit Podcast, tax strategy expert Craig Cody sheds light on the critical importance of proactive tax planning for marketing agencies.

Craig underscores the value of year-round strategic thinking, emphasizing the potential benefits of minimizing tax liabilities through proper documentation and aligning business expenses with tax-efficient strategies. From retirement planning to entity type selection and qualified business income deductions, Craig explores various tax-saving avenues tailored for agency owners. He delves into unconventional strategies like leveraging home office deductions, providing actionable advice to optimize tax efficiency.

With a focus on avoiding common tax pitfalls and capitalizing on opportunities within the tax code, this episode offers invaluable insights for agency owners seeking to navigate the complex landscape of tax planning and compliance, ultimately empowering them to maximize wealth-building opportunities and achieve financial success.