Franchise Advisory Board | Expert Franchising Advice for Franchise Leaders

Dave Hansen

Every franchise needs expert advice. So, we're bringing the business strategy, marketing, sales, and franchise growth experts to you. Join franchising gurus to learn best practices in FranDev, franchise software, franchise marketing, franchise operations, and even motivation and franchisee relationship management.  We'll deliver actionable, valuable insights each podcast from true experts in franchising that are really doing what they talk about, rather than just talking about it. It's a subtle but important difference that you'll feel when you tune in. This is a no chest-beating podcast as well. There are plenty of those available. We focus on what we know will help emerging, growing and even well-established franchise systems take the next step toward franchising nirvana. We'll publish a new episode every 10 days, and episodes should last between 25 and 40 minutes. Thank you to our sponsor ClientTether, the top Franchise CRM - www.clienttether.com Enjoy!

  1. 1d ago

    How Franchisors Strengthen Owner Performance | Fix the Funnel Leaks Before Chasing More Leads

    Lead volume is down, owners want more, and the pressure is on the home office. So what can franchisors actually control? In this episode of the Franchise Advisory Board podcast, ClientTether CEO, Dave Hansen, is joined by Ryan Parsons, CEO of Evive Brands, a multi-brand platform across home services and home care, with 600+ franchisees and 1,200+ territories. Ryan’s career started in graphic design, then he co-founded The Brothers That Just Do Gutters with his brother Ken and helped grow it to 400+ territories. Together, Dave and Ryan get practical about what helps owners perform. In this episode: Why the right guardrails make franchisees more creative, not lessHow an FAC, monthly town halls, and FBC peer groups keep feedback constructiveThe risk of building your own franchise software with AI, from data security to TCPA and HIPAA complianceWhat to define before you evaluate a franchise CRM, from non-negotiables to roll-up reportingHow to mystery shop locations without it feeling like spyingThe 3 biggest revenue leaks: lead follow-up, quote follow-up, and post-job upsell and referralsWhy most persona work fails after the report is delivered, and how to build one from dataOne stat to remember: ClientTether’s research across home service franchise brands found that 26% of leads never got a response, and the average response time was about 21 hours. Thanks to our sponsor, ClientTether, franchise software built for franchise development and service franchise teams. Learn more at www.clienttether.com. Subscribe to the Franchise Advisory Board for new episodes with franchise experts who’ve been there, done that. Thanks for listening to the Franchise Advisory Board Podcast, where we explore the ideas, strategies, and people shaping the future of franchising. If you found today’s episode valuable, please subscribe, rate, and share it with a fellow franchise leader. To learn more, connect with us on LinkedIn and Youtube. Until next time, stay curious, stay strategic, and keep building stronger franchise systems!

  2. Oct 27

    What's Missing in Modern Leadership | How to Build High-Performing Teams

    Great leaders don't just get results. They develop people who can consistently deliver results without depending on them for every decision. But that's easier said than done, especially in franchising, where owners and leadership teams face constant pressure to improve profitability, manage expenses, support employees, and maintain operational standards. In this episode of The Franchise Advisory Board Podcast, Dave Hansen, CEO of ClientTether, welcomes Spencer Horn, Certified Speaking Professional and President of Altium Leadership and Coaching and Team Coaching International, for a candid conversation about what separates high-performing teams from everyone else. Spencer brings 35 years of executive leadership experience, including serving as CEO of a global leadership development firm and VP of a NASDAQ company. Having worked with franchise brands including Dunkin' and Subway, he understands the leadership challenges facing both franchisors and franchise owners. Drawing on Team Coaching International's research involving more than 11,000 teams, Spencer explains why only a small percentage meet the organization's definition of sustained high performance: consistent results combined with strong engagement, positive culture, and low turnover.He also challenges a popular leadership philosophy: focusing primarily on your strengths. According to Spencer, even your greatest strengths can become liabilities when overused. Assertiveness can turn into control. High standards can become perfectionism. A desire to help can create employees who depend on their manager to solve every problem. For franchise leaders, the implications are significant. When managers constantly step in to fix problems, they may unintentionally prevent their teams from developing the confidence and judgment needed to succeed independently. Throughout the episode, listeners will learn:Why strong business systems and strategies still depend on effective people leadershipWhat separates sustainably high-performing teams from teams that occasionally produce great resultsHow leadership strengths can become weaknesses under pressureWhy self-awareness matters when managing employees and franchise ownersHow to establish connection before having difficult performance conversationsWhy clear expectations and short, consistent accountability meetings improve coachingHow to guide struggling employees toward developing their own improvement plansWhy promoting your strongest individual contributors can create management challengesHow working on one specific blind spot can help leaders improve without becoming overwhelmedOne of the most practical lessons comes from Spencer's own career. When a mentor confronted him about his performance, the conversation worked because trust had already been established. Rather than simply criticizing his mistakes, his mentor provided clear expectations, consistent check-ins, and an opportunity to improve. Dave also shares his own experiences with managers who helped him recognize mistakes through thoughtful questions rather than criticism. Together, they examine why leadership requires moving beyond being the person who gets everything done and becoming the person who helps others succeed. Special thanks to ClientTether, the top-rated FranDev and service franchise CRM, for supporting this podcast. ClientTether helps franchise brands streamline candidate and B2C customer journeys through AI, text, call, and email automations. Listen for practical leadership strategies you can start applying in your next team meeting or coaching conversation. Thanks for listening to the Franchise Advisory Board Podcast, where we explore the ideas, strategies, and people shaping the future of franchising. If you found today’s episode valuable, please subscribe, rate, and share it with a fellow franchise leader. To learn more, connect with us on LinkedIn and Youtube. Until next time, stay curious, stay strategic, and keep building stronger franchise systems!

  3. Oct 20

    Non-Mediocre Franchising | Build Around Outcomes, Not Just Onboarding

    A franchise owner stops answering their coach’s calls. Is it a mindset problem, or has the coaching stopped helping? For Jeff Dudan, that question gets to the heart of building a franchise system that supports growth beyond the launch. On this episode of The Franchise Advisory Board Podcast, host and ClientTether CEO, Dave Hansen, talks with Jeff Dudan, Founder and CEO of HomeFront Brands, about franchisee engagement, performance coaching, and the danger of making every owner follow the same path at the same pace. Jeff brings more than 30 years of leadership and entrepreneurial experience, including founding AdvantaClean and building service businesses. He shares how mentorship and reflection helped him shift from managing the next operational task to working backward from a clear business outcome. That approach starts before a candidate joins HomeFront Brands. Jeff describes conversations about what ownership means, what the individual wants to accomplish, and the capabilities they will need to get there. His hiring example makes the distinction concrete: knowing the business you intend to build changes how you evaluate the salesperson you need today. Dave introduces milestone-based playbooks, and Jeff explains HomeFront Brands’ five-level performance coaching model. Their discussion connects growth to lead flow, sales capacity, production capacity, capital planning, and coaches who understand the challenges of each stage. They also address the uncomfortable side of engagement. Jeff argues that owners can withdraw when calls lack value or support teams cannot answer their questions. Rebuilding that relationship requires transparency, accountability, and a renewed commitment to do the work on both sides. Jeff also describes HomeFront Brands’ recent technology changes, including AI-powered insights and data visualization. He connects positive franchisee engagement with stronger adoption, a relevant consideration for leaders investing in franchise software. Throughout the episode, listeners will learn: • How an owner’s goals, risk tolerance, and time horizon shape their support needs • Why top performers need room to test ideas and pursue growth • How to plan for the capabilities a larger business will require • Why a strong salesperson and a strong sales manager offer different strengths • How coaching needs change as franchise owners reach new milestones • Why executive involvement matters when owners outgrow their coaches • How peer groups and candid conversations can support reengagement • Why partnering in outcomes includes helping owners through difficult resales Thank you to our sponsor, ClientTether, the top-rated FranDev and service franchise CRM, recognized as a top technology supplier in franchising by Entrepreneur Magazine. This episode is for franchisors, operations leaders, field coaches, and franchise development teams evaluating whether their support model can keep pace with their owners’ ambitions. Thanks for listening to the Franchise Advisory Board Podcast, where we explore the ideas, strategies, and people shaping the future of franchising. If you found today’s episode valuable, please subscribe, rate, and share it with a fellow franchise leader. To learn more, connect with us on LinkedIn and Youtube. Until next time, stay curious, stay strategic, and keep building stronger franchise systems!

  4. Oct 15

    5 Marketing Mistakes Your Franchise Brand Is Making Today | What to Fix Before They Get Expensive

    A marketing program can look great at headquarters and still fall apart in the field. A brand fund can report strong immediate returns while leaving long-term brand building underfunded. What should franchise leaders do differently? On The Franchise Advisory Board, ClientTether CEO, Dave Hansen sits down with Katherine LeBlanc, Fractional CMO and founder of Apollo CMO, to examine five costly franchise marketing mistakes: setting the wrong expectations for brand funds, disconnecting marketing from operations, allowing exceptions to brand standards, depending too heavily on digital, and overwhelming franchisees with communication. Katherine brings 20 years of marketing experience, including 13 inside franchise systems. Her background spans brand strategy, pricing, promotions, loyalty, digital media, creative, and customer experience across brands ranging from single-unit startups to 800-location systems. She makes the case for using brand funds to support shared resources and long-term brand equity, while allowing local marketing dollars to focus on transactional activity. Drawing on her experience with funds concentrated in print drops or Google advertising, she explains why a measurable return alone does not tell the whole story.Katherine also shares a promotion that went wrong when a new POS system did not process a product as expected. That experience led her team to test promotions in a corporate location before rollout. It illustrates her broader point: operations teams should help shape marketing initiatives early, then help drive adoption in the field. Dave adds his experience as a franchise owner, describing how showing up at events and building relationships with his target customers proved more effective for his business than digital spending. Throughout the episode, listeners will learn:Why Katherine separates the role of brand funds from local transactional marketingHow twice-yearly brand fund reviews can clarify spending and expectationsWhy marketing committees need a clear purpose and participation termsHow to prepare committee members to explain decisions and receive peer feedbackWhat a weekly marketing and field operations call should accomplishHow field testing can catch execution problems before a systemwide launchWhy exceptions to brand standards can slow marketing execution as a system growsHow local trust and word of mouth can support digital performanceWhy podcasts and content franchisees can access on their own time offer another communication channelThank you to our sponsor, ClientTether, the top-rated FranDev and service franchise CRM, recognized as a top technology supplier in franchising by Entrepreneur Magazine. This conversation is for franchisors, marketing leaders, operations teams, and field coaches who want clearer expectations, stronger collaboration, and marketing programs franchisees can put into practice. Thanks for listening to the Franchise Advisory Board Podcast, where we explore the ideas, strategies, and people shaping the future of franchising. If you found today’s episode valuable, please subscribe, rate, and share it with a fellow franchise leader. To learn more, connect with us on LinkedIn and Youtube. Until next time, stay curious, stay strategic, and keep building stronger franchise systems!

  5. Oct 6

    How to Build a Strong Franchise Culture | Mission, Accountability, and the Right People

    Mission-driven franchising only works if the business is healthy enough to keep delivering the mission. In this episode of The Franchise Advisory Board Podcast, ClientTether CEO Dave Hansen speaks with Kim Hanson, CEO of LearningRx, about how franchise brands can stay deeply connected to their purpose while maintaining operational standards, financial discipline, accountability, and consistent franchisee performance. LearningRx is the largest one-on-one brain training company in the world, with 170+ centers in more than 40 countries. Kim began her leadership role with the organization in 2004 as Executive Vice President and was named CEO in 2017. Her career passion is helping professionals, educators, and parents understand cognitive skills training and the results it can have on real-life performance. Kim explains that many LearningRx franchisees are attracted to the business because they want to do meaningful work. But purpose alone is not enough to sustain a franchise. If you want to continue helping people, you still have to know how to run a business. That means understanding marketing, networking, cash flow, conversion, and the operational habits required to remain profitable. Thanks to ClientTether, our episode sponsor. ClientTether provides franchise CRM software that helps franchise brands manage lead communication, automate follow-up, and maintain visibility across customer and franchise development processes. One of the most valuable parts of the conversation centers on franchisee selection. Kim explains how LearningRx moved beyond subjective candidate evaluation and built a more structured process using an expanded version of the EOS People Analyzer. The leadership team looks at values, whether the candidate gets the business, wants it, and has the capability to do it, along with additional characteristics shared by the brand’s strongest franchisees. They also ask existing franchisees for input during due diligence. That matters because Kim is willing to say no to a candidate who may love the mission but does not appear likely to succeed operationally. The conversation also covers LearningRx’s culture of transparency. Franchisees can see performance data across the system, making it easier to identify who is performing especially well in a particular area and ask that person for help. New franchisees receive intensive first-year coaching built around specific performance milestones. After that, LearningRx creates multiple opportunities for peer learning through regional meetings, performance groups, roundtables, and other owner-to-owner conversations. Throughout the episode, listeners will learn: • Why mission and profitability are not opposing priorities   • How strong financial performance can help a franchise fulfill its mission longer   • How LearningRx evaluates franchise candidates beyond personality and enthusiasm   • Why some great people may still be the wrong franchise owners   • How operational standards protect the customer experience   • Why transparent data helps franchisees learn from the right peers   • How first-year coaching can create stronger operating habits   • Why peer-to-peer learning often drives better adoption than corporate instruction   • How mission-driven planning helped LearningRx prepare for remote training before COVID   Kim also shares an example of how keeping the mission visible helped LearningRx make a major strategic investment before it became urgent. About 18 months before COVID, the company began asking whether its brain training could be delivered remotely so it could reach more people around the world. By the end of February 2020, the team had completed its pilot process. When shutdowns arrived, LearningRx was able to move most centers to remote training within about 10 days and retained 92% of clients during those first months. That story reinforces the broader theme of the episode: mission should not sit on a wall as a slogan. It should help leadership decide what to build, what to measure, who to partner with, and which standards need to be protected. For franchise systems trying to scale, technology can support that work too. A strong franchise management system can help create visibility and consistency, but the larger lesson from Kim is that technology, data, culture, and accountability all need to point toward the same mission. This episode is for franchisors, franchise executives, operations leaders, development teams, field coaches, and emerging brands looking to create stronger alignment between purpose and performance. Thanks for listening to the Franchise Advisory Board Podcast, where we explore the ideas, strategies, and people shaping the future of franchising. If you found today’s episode valuable, please subscribe, rate, and share it with a fellow franchise leader. To learn more, connect with us on LinkedIn and Youtube. Until next time, stay curious, stay strategic, and keep building stronger franchise systems!

  6. Sep 30

    Franchisees Don't Want Another Boss | How to Lead Independent Owners Well

    Growing a franchise system means leading people who are already leaders themselves. In this episode of The Franchise Advisory Board Podcast, ClientTether CEO Dave Hansen sits down with Jason Sant, Owner and CEO of Team Up Athletics, for a practical conversation about franchise leadership, communication, technology, field support, and the lessons that come from growing a young franchise system. Team Up Athletics began franchising in 2022 and has grown to 46 operating locations. The business serves schools, recreation programs, athletic teams, and businesses with uniforms, equipment, apparel, promotional products, and related services. Jason explains that one of the earliest challenges of franchising was learning how to support owners with different personalities, professional backgrounds, experience levels, and approaches to business. Rather than treating that diversity only as a challenge, Team Up Athletics has worked to turn it into a strength.The company encourages owners to communicate with one another, uses its Franchise Advisory Board to gather feedback, stays connected through regular meetings and internal communication channels, and continually evaluates where systems and processes need to improve. Thanks to ClientTether, our episode sponsor. ClientTether provides franchise CRM software that helps franchise brands organize lead communication, automate follow-up, and maintain visibility across customer and franchise development processes. Jason also discusses Team Up Athletics' approach to technology. The brand has moved from spreadsheets and more manual workflows toward proprietary software designed to simplify the work happening behind the scenes. His guiding question when evaluating changes is straightforward: Will this make the franchisee's life easier? That philosophy applies beyond technology. Jason talks about using KPIs and milestones to know when an owner may need additional coaching, while recognizing that franchisees are independent business owners who need room to operate. He also shares why advice sometimes has more influence when it comes from another successful franchisee instead of the corporate office. Throughout the episode, listeners will learn: • How Team Up Athletics supports owners with different personalities and backgrounds • Why open communication with franchisees can strengthen the entire system • How Franchise Advisory Boards can help leadership hear different perspectives • Why peer-to-peer coaching can increase adoption of best practices • How KPIs help determine when a franchisee needs more support • Why staying connected to the field keeps franchisor leadership relevant • What Team Up Athletics looks for in franchise field support • How technology can simplify operations without replacing strong leadership For growing brands, franchise management software and other operating tools can provide useful infrastructure, but Jason's experience reinforces a larger point: systems are only as valuable as the people using them and the problems they solve. Jason also reflects on the reality of becoming a franchisor. Growth does not happen automatically once franchise agreements are signed. Leaders still have to show up, build relationships, refine the system, and support owners as they build their businesses. Thanks for listening to the Franchise Advisory Board Podcast, where we explore the ideas, strategies, and people shaping the future of franchising. If you found today’s episode valuable, please subscribe, rate, and share it with a fellow franchise leader. To learn more, connect with us on LinkedIn and Youtube. Until next time, stay curious, stay strategic, and keep building stronger franchise systems!

  7. Sep 22

    Build the Business Before Selling Territories | How to Build a Scalable Home Service Model

    A business can have strong demand and a compelling service without being ready to franchise. Building a model that other owners can operate profitably takes a different kind of work.On this episode of The Franchise Advisory Board Podcast, ClientTether CEO Dave Hansen speaks with Ty McBride, Founder and CEO of Preservan, about the decisions, mistakes, and operating principles behind turning a home service business into a franchise system. Ty and his wife started a historic home renovation company in 2016. Over seven years, the business became more focused, eventually concentrating on wood rot repair. Preservan began franchising in 2023.Ty explains why he wanted to combine a shared mission and operating standards with local ownership. He also recounts the difficulties of expanding through company-operated satellite locations, where staffing problems and the absence of a local owner placed a heavy burden on the leadership team. The conversation moves into the economics of franchising. Ty discusses why he wanted to understand profitability for both franchisees and the franchisor, how Preservan approached financial disclosures, and why candidates should hear from owners across the performance spectrum rather than relying on the strongest results. Thanks to ClientTether, our episode sponsor. ClientTether is a franchise CRM software platform that helps franchise brands improve lead response, automate follow-up, and keep customer and candidate communication organized. For emerging franchisors, the discussion raises an important operational question: What support will owners need after they sign? A franchise development process can help organize candidate communication, but the long-term work also requires coaching, customer acquisition support, and a model owners can execute. Throughout the episode, listeners will learn: • Why Ty spent seven years refining the business before franchising • How local ownership became central to Preservan's expansion model • Why franchisee and franchisor profitability must both be understood • How financial disclosures and varied validation conversations support informed decisions • Why Preservan learned to prioritize management experience in franchise candidates • How mission alignment and meaningful candidate homework inform selection • Why Ty considers business coaching a franchisor's primary responsibility Ty also shares the reasoning behind his book, Damn, It Feels Good: Knock Down Your Cubicle Walls and Join the Built Together Business Revolution, and his belief that a franchise should work for customers, communities, employees, owners, and the franchisor. This episode is for home service founders considering franchising, emerging franchisors refining their model, and franchise development and operations leaders focused on owner readiness and long-term performance. Thanks for listening to the Franchise Advisory Board Podcast, where we explore the ideas, strategies, and people shaping the future of franchising. If you found today’s episode valuable, please subscribe, rate, and share it with a fellow franchise leader. To learn more, connect with us on LinkedIn and Youtube. Until next time, stay curious, stay strategic, and keep building stronger franchise systems!

  8. Sep 15

    Digital Door Knocking Explained | A Smarter Approach to Local Franchise Marketing

    Franchisees cannot build a strong local business by waiting for every customer to raise their hand first. In this episode of The Franchise Advisory Board Podcast, ClientTether CEO, Dave Hansen, speaks with Jimmy Speyer, Founder and CEO of GlassHouse, about how franchise brands can build a more effective local area marketing strategy by combining inbound demand with intentional outbound activity. Jimmy has spent 15 years building revenue teams and has also owned and operated a home service franchise. That combination gives him a practical perspective on a problem he sees across the home service industry: many franchisees have become highly dependent on inbound leads while outbound sales has become less institutionalized. Jimmy argues that outbound is not simply following up with someone who already completed a form. True outbound means proactively identifying the right audience, creating the first interaction, and giving potential customers a reason to start thinking about a service before they begin actively shopping for it. That is where his concept of digital door knocking comes in. Rather than relying on a single marketing channel, Jimmy discusses building an omnichannel approach where multiple activities work together to create familiarity and conversations. Physical door knocking, digital outreach, paid advertising, local marketing, and other touches can all influence the same customer journey. Thanks to ClientTether, our episode sponsor. ClientTether is a franchise CRM software platform designed to help franchise brands improve lead response, automate follow-up, and keep candidate and customer communication organized as they grow. The episode also addresses a major operational challenge for franchisors: local area marketing is often treated as a loosely defined responsibility that gets handed to the franchisee. Jimmy makes the case for a more repeatable approach, with defined activities, sales coaching, measurement, and expectations that franchise owners can practice and improve. Measurement is another major theme. Jimmy explains why last-touch attribution can make one channel appear responsible for a sale even when several interactions helped create the opportunity. He encourages brands to think in terms of multi-touch attribution and both directly sourced and influenced revenue. For franchise teams, that also reinforces the value of having a strong franchise CRM or connected marketing infrastructure that can help organize lead activity after those opportunities are created. The technology supports the process, while the strategy Jimmy shares focuses on how brands and franchisees can create more conversations in the first place. Throughout the episode, listeners will learn: • Why home service franchises have become increasingly dependent on inbound demand • What separates true outbound sales from basic lead follow-up • How franchisees can create opportunities instead of waiting for leads • Why local area marketing needs a defined and repeatable playbook • How sales coaching and role play can build stronger franchisee skills • Why physical and digital door knocking can complement each other • How multi-touch attribution provides a clearer view of marketing performance • Why one marketing tactic should not be expected to solve every growth problem Jimmy’s broader point is that effective local marketing is rarely about finding one perfect channel. It is about choosing a handful of activities that work together, measuring them, practicing the sales process, and staying visible until the customer is ready. This episode is for franchisors, home service brands, franchise marketers, operators, and franchisees looking for a more proactive approach to local lead generation and revenue growth. Thanks for listening to the Franchise Advisory Board Podcast, where we explore the ideas, strategies, and people shaping the future of franchising. If you found today’s episode valuable, please subscribe, rate, and share it with a fellow franchise leader. To learn more, connect with us on LinkedIn and Youtube. Until next time, stay curious, stay strategic, and keep building stronger franchise systems!

Ratings & Reviews

5
out of 5
2 Ratings

About

Every franchise needs expert advice. So, we're bringing the business strategy, marketing, sales, and franchise growth experts to you. Join franchising gurus to learn best practices in FranDev, franchise software, franchise marketing, franchise operations, and even motivation and franchisee relationship management.  We'll deliver actionable, valuable insights each podcast from true experts in franchising that are really doing what they talk about, rather than just talking about it. It's a subtle but important difference that you'll feel when you tune in. This is a no chest-beating podcast as well. There are plenty of those available. We focus on what we know will help emerging, growing and even well-established franchise systems take the next step toward franchising nirvana. We'll publish a new episode every 10 days, and episodes should last between 25 and 40 minutes. Thank you to our sponsor ClientTether, the top Franchise CRM - www.clienttether.com Enjoy!