Rooted In Revenue Susan Finch

Susan Finch and Debi Davis dive deep into the future of time management and its intersection with AI. They discuss practical strategies for optimizing your time, such as using customized systems, recording detailed process videos, and establishing efficiency baselines.

Are you a real estate broker on the brink of a major change? Whether you’re considering leaving a franchise to establish your brand, or switching franchises, this transition can be both exhilarating and daunting. Susan provides 10 starter tips to help you avoid costly mistakes of jumping too high and too fast.

Are your business's internal controls and security measures up to par? In this final episode of our 6-part series, Lany Sullivan and Susan Finch dive deep into the importance of protecting your clients' information and your own liability. They expose common pitfalls like using sticky notes for passwords or entrusting cash transactions to a single person. Lany and Susan emphasize the critical need for secure password management, digital money trails, and multi-person verification processes. They urge listeners to examine their business infrastructure for potential risks and take responsibility for addressing them. While the process may seem daunting, our hosts reassure you that it's well worth the effort in the long run. Whether you need Lany's expertise in setting up foolproof procedures or Susan's guidance in optimizing what you already have, this episode will leave you motivated to tackle those security challenges head-on.
Catch the full series here:
Prioritize for Profitability: Establishing Foundational Systems for Business Growth
Mastering Growth: 4 Signs You Need a Business Asssessment
Love, Hate, Delegate: Transforming Your Business Through Delegation
Visionaries & Integrators: Navigating the Generalist vs. Specialist Hiring Maze
Building a Sustainable Tech Stack - Do you still use it?

This episode will give you an actionable list to evaluate your current tech stack. Lany and Susan will also give you ideas on what to look for when evaluating new pieces to your tech stack. Did you know that anything you log in to for your business is part of your tech stack? Lany will give you her strong opinions on several pieces of software and tools. Susan will give some real examples on ways to test what you are using and lock it down to make it more effective.
Questions you need to know about each piece of your tech stack assessment:
What are you using?
When are you using it?
Why are you using it?
Who has control of it?
Who has access to it?
What's your decision hierarchy?
Does your technology make sense in your day-to-day business?
Does it serve your business internally?
Does it serve your business externally?
How do your clients have access to it, and should they?
How does your team access it?
Tools mentioned in this episode:
KarbonHQ - Accounting Bookkeeping Software system - ties to QuickBooks
Google Drive - Don't forget to lock it down.
Kajabi - Monetize, Manage - Diversifying revenue streams
JotForm - vs. Docusign or PandaDoc.
Go High-Level - website management, funnels, all workflows, connect calendars, pipeline, CRM, communication for text and email, social media postings. Similar to HubSpot.
 
 

Susan and Lany discuss the roles of virtual assistants (VAs), online business managers (OBMs), and the importance of finding the right fit for your team.

Are you drowning in tasks and struggling to let go of control in your business? In this third episode of the Rooted in Revenue series, Lany Sullivan and Susan Finch dive into the power of delegation and how it can lead to more time and freedom. They discuss the importance of identifying tasks you love and hate, and provide practical strategies for delegating at all levels of your organization. From overcoming the fear and vulnerability of delegating to developing trust with your team, Lany and Susan share insights on how to break free from the self-induced chaos of trying to do it all yourself. They also emphasize the importance of effective communication and empowering your team members in the delegation process. Tune in to learn how implementing "Love, Hate, Delegate" can transform your business and unlock your path to greater freedom and success.