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

    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!

  2. 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!

  3. 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!

  4. 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!

  5. 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!

  6. Sep 1

    Better Franchise Operations Start With Franchisees | How to Reduce Friction and Improve Growth

    Franchisee success is not just an operational priority. It is one of the strongest foundations a franchisor can build its business around. In this episode of The Franchise Advisory Board Podcast, ClientTether CEO, Dave Hansen, speaks with DeNita Carani, Chief Operating Officer at Apex Leadership, about why successful franchise systems are built by helping franchisees grow, earn trust, and understand the value behind the decisions coming from the home office. DeNita brings nearly 20 years of franchising experience and a perspective that spans both sides of the relationship. Before becoming a franchisor executive, she spent 10 years operating her own franchise, became a top 10 owner in that system, and later joined the franchisor’s executive team. That transition gave her a new appreciation for one of the biggest challenges in franchise operations: influence without authority. DeNita explains that when franchisees do not understand why a new initiative, process, or change is good for their business, they are much less likely to engage with it. That lesson now shapes how she approaches operations at Apex Leadership. Thanks to ClientTether, our episode sponsor. ClientTether is a franchise CRM software platform built to help franchise brands improve lead response, automate follow-up, and keep candidate and customer communication organized as they grow. The conversation also gets into the economics behind franchisee success. DeNita explains why franchisors should build their economic engine around healthy royalty revenue rather than depending too heavily on new franchise fees. When franchisees perform well, that can strengthen royalties, validation, retention, and future growth. She also discusses the operational consequences of bringing the wrong franchisees into a system. Underqualified or undercapitalized owners can require significantly more support, create pressure on field teams, weaken validation, and add friction across the network. For growing brands, technology and process can support that work, but they do not replace trust. A franchise management system may help organize information and operations, while DeNita’s focus in this episode is on how leaders communicate, involve franchisees, and build alignment around change. Throughout the episode, listeners will learn: • Why franchisee success should be a core franchisor KPI • How royalty revenue is tied to franchisee performance • Why poor franchisee selection creates operational ripple effects • How franchise advisory councils can surface issues before they become larger problems • Why FACs need clear charters, representation, and regular meeting cadence • How transparency can reduce friction and strengthen trust • Why franchisees should be involved in planning and rollout discussions • How annual roadmaps and quarterly accountability can improve communication One of DeNita’s central operating principles is simple: before asking franchisees to support something new, be able to explain why it is good for them.  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. Aug 25

    AI Is Changing Search, Not Replacing It | What Franchise Brands Need to Know

    AI is changing search, but that does not mean franchise brands should abandon the fundamentals that already drive digital visibility. In this episode of The Franchise Advisory Board Podcast, ClientTether CEO Dave Hansen speaks with Russell Burnett, CEO and Founder of Online Image, about what is really happening with SEO, AI overviews, paid search, and consumer behavior. Russell brings a deeply data-driven perspective to the conversation. Online Image has spent years tracking search behavior and website performance, giving Russell a front-row view of how Google and AI-driven search experiences are evolving. One of the biggest themes of the conversation is the idea that SEO has changed, not disappeared. Russell explains how organic search results continue to influence what appears inside AI overviews and why brands should be cautious about abandoning SEO in pursuit of every new AI tactic. He also discusses how AI systems consume website content, why clean structure matters, and why brands should make it easy for both humans and AI to understand exactly what they do. Thanks to ClientTether, our episode sponsor. ClientTether is a franchise CRM software platform built to help franchise brands improve lead response, automate follow-up, and keep candidate and customer communication organized as they grow. The conversation also gets into search intent. Russell points out that informational searches and high-intent business searches behave very differently. Traffic volume alone does not tell the whole story. Brands need to understand whether the people finding them are actually likely to become customers. For franchise teams, that creates an important connection between visibility and what happens after the inquiry. A franchise CRM can help support consistent communication and follow-up once a lead enters the pipeline, while the search strategies discussed in this episode focus on helping the right prospects find the brand in the first place. Throughout the episode, listeners will learn: • Why Russell believes SEO is still a critical part of digital marketing • How AI overviews draw from organic search results • Why clean website structure helps AI understand a brand • How FAQs, page organization, and focused content can improve clarity • Why trusted directories, publications, and other sources matter • How search intent can influence lead quality and conversion • Why brands should be cautious with spammy backlinks and unsupported AI tactics • What Russell is testing and watching as paid ads enter AI search experiences Russell also encourages brands to stay curious. Instead of blindly copying tactics, look at what AI systems are citing, ask why competitors are appearing, and use that information to improve the fundamentals first. His broader point is simple: before trying to manipulate AI visibility, make sure your own digital house is clean, organized, trustworthy, and useful. This episode is for franchisors, franchise marketers, agencies, operators, and growth teams that want a more grounded view of where AI search is heading and what still matters in digital marketing. 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. Aug 18

    Better Broker Relationships, Better Candidates | How FranDev Teams Can Scale Smarter

    Franchise development is not just about adding units. It is about building the right process, attracting the right candidates, and creating relationships that support the brand long after the franchise agreement is signed.  In this episode of The Franchise Advisory Board Podcast, ClientTether CEO Dave Hansen speaks with Ari O’Brien, Chief Development Officer at Red Rock Franchise Development, about what responsible franchise development looks like when candidate quality, broker relationships, and long-term franchisee success take priority over short-term sales velocity. Ari brings more than a decade of franchise experience to the conversation and explains why Red Rock identifies itself as a franchise development organization rather than a franchise sales organization. Their focus is not simply on selling more territories. It is on helping franchisors establish a repeatable process for identifying, qualifying, and supporting franchise candidates who can strengthen the system. A special thank you to ClientTether, our episode sponsor. ClientTether helps franchise development teams manage lead response, candidate nurturing, and follow-up through franchise CRM software built for the franchise sales process. As brands grow, tools such as franchise development software, a reliable franchise sales CRM, and a connected franchise management system can help teams maintain consistent communication without losing the human relationships that drive trust. This conversation matters for emerging franchisors because the earliest franchisees can influence far more than unit count. They may become validators, help shape training and systems, contribute to culture, and influence how future candidates see the brand. Ari also makes the case that franchise brokers should not be treated like another digital lead channel. Strong broker relationships require communication, responsiveness, and trust. When brokers understand how a development team works, they can set better expectations with candidates and create smoother handoffs throughout the process.  Throughout the episode, listeners will learn: • Why Red Rock focuses on franchise development rather than sales volume • How to identify whether a brand and development partner are truly aligned • Why candidate experience should stay human and flexible • How strong broker communication improves the development process • Why franchisors should build relationships with a smaller group of trusted brokers • What makes the first five to ten franchisees so important to an emerging brand • Why candidate fit affects culture, validation, training, and long-term growth Ari also shares why a candidate with enough money and a pulse is not automatically a qualified franchise owner. The right person needs to fit the business, the system, and the stage of growth the franchisor is in.  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!