How to Scale Smarter with AI 💡 | Jon Morris on Building AI-First Businesses

📘 Episode Overview:

In this episode of Marketing in the Age of AI, host Emanuel Rose sits down with Jon Morris, founder and CEO of Fiscal Advocate and former CEO of Rise Interactive. Together, they explore how adopting an AI-first mindset can transform business growth, marketing strategy, and financial decision-making. From leveraging AI for smarter operations to scaling revenue through automation and insight, this conversation is packed with practical wisdom for today’s leaders.

💡 What You’ll Learn:

• How to build a business strategy that scales intelligently using AI.

• The importance of AI-first thinking in finance, marketing, and operations.

• Why every company should budget time for AI research and experimentation.

• How Jon Morris’s new AI CFO copilot “Luca” helps organizations optimize spending.

• The frameworks both Emanuel and Jon use to evaluate and prioritize automation tools.
  

🎙️ Featured Guest:

Jon Morris Jon Morris is the visionary founder of Fiscal Advocate, where he helps service-based companies leverage financial insights to drive growth. Previously, he founded and scaled Rise Interactive into one of the largest independent marketing agencies worldwide. His latest project, Luca, is an AI CFO copilot designed to simplify financial intelligence and empower smarter business decisions.

👉 Connect with Jon on LinkedIn: https://www.linkedin.com/in/jonmorrisramsayinnovations/

✨ Episode Highlights:

• Jon’s entrepreneurial journey from Rise Interactive to Fiscal Advocate.

• How AI is reshaping financial strategy and decision-making.

• Building an AI-first organization: tools, processes, and team mindset.

• How to prioritize automation for the biggest impact.

• Channel marketing, AI BDRs, and scaling client acquisition.

• Developing Luca: an AI CFO copilot for smarter finance.

🔗 Connect and Explore More:

🌐 Host Website: https://emanuelrose.com/

📖 Emanuel’s Book: Authentic Marketing in the Age of AI — https://emanuelrose.com/product/authentic-marketing-in-the-age-of-ai/

💼 Connect with Emanuel Rose:

• LinkedIn: https://www.linkedin.com/in/b2b-leadgeneration/

• Instagram: https://www.instagram.com/emanuelroseauthor/

• Facebook: https://www.facebook.com/EmanuelRoseAuthor

• YouTube: https://www.youtube.com/@marketingintheageofai-ec6fx

🧠 Further Reading or Resources:

 📄 Read the companion blog post for this episode: https://emanuelrose.com/harnessing-ai-for-financial-insights-strategies-for-business-growth/

📚 Learn more about authentic, human-centered marketing with Emanuel’s book: https://emanuelrose.com/product/authentic-marketing-in-the-age-of-ai/

🌍 Explore more episodes and resources at https://emanuelrose.com/

If you enjoyed this episode, don’t forget to like 👍, comment 💬, and subscribe 🔔 for more conversations about AI, marketing, and business innovation. Share your thoughts below — how are you using AI to scale smarter?

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