There's a Solution for That

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The show that helps businesses succeed by discussing challenging business problems and best-in-class solutions.

  1. 6D AGO

    Why Every Small Business Needs a CFO Advisor

    The discussion highlights the importance of CFO advisory services for small businesses, emphasizing the role of a CFO in strategy, financial management, and decision-making. Kevin Lacey, a CPA and MBA, explains the differences between bookkeepers, accountants, controllers, and CFOs, stressing the CFO's strategic role. He differentiates between fractional CFOs, who are part-time advisors, and full-time CFOs, noting that fractional CFOs are more common for smaller businesses. Lacey also discusses the importance of clean financial records, strategic planning, and regular monitoring to ensure business growth and profitability.

    57 min

  2. AUG 19

    Strategies for Managing Large-Scale Advertising Budgets Effectively

    Borja Cuan, co-founder of Four15 Digital, discussed the agency's expertise in managing large-scale advertising budgets, projected to reach nearly $300 million in 2025 across platforms like Google, Meta, LinkedIn, and TikTok. Cuan emphasized the importance of effective communication, relationship building, and leveraging AI tools for ad copy and landing pages. He highlighted the agency's high retention rate (32 months) and the significance of tracking infrastructure for measuring campaign success. Cuan also shared insights on the rise of short-form video content and the need for diverse content strategies to engage audiences effectively.

    40 min

  3. AUG 12

    From Disney to Main Street: Growth, Loyalty, and Lessons Learned

    Vance Morris, founder of Deliver Service Now Institute, discussed strategies for small businesses to avoid commoditization and enhance customer experience. He emphasized the importance of targeting affluent markets and offering premium pricing to differentiate from competitors. Morris shared his experience from Disney, highlighting the significance of creating memorable customer interactions, such as personalized gifts and exceptional service. He also stressed the value of customer retention, noting that retaining customers costs less than acquiring new ones. Morris recommended practical, low-cost strategies like newsletters and promotional gifts to foster emotional connections and enhance customer loyalty.

    42 min

  4. AUG 5

    The Psychology of First Impressions

    Jasmine Echeveria, founder of Elegant Empowerment, discusses the importance of first impressions, emphasizing that it takes about seven seconds to form an impression based on body language and appearance. She outlines seven key elements for a good first impression: physical placement, facial control, personal presentation, posture, voice, body language, and charisma. Jasmine advises researching the venue and audience to dress appropriately and suggests practicing mindset and personal branding to build confidence. She also covers etiquette tips, such as proper handshakes and avoiding strong perfumes, and offers strategies for recovering from a bad first impression. Jasmine's upcoming book, "The Elegant Woman's Guide to Confidence, Wealth, and Luxury Living," will be available in September.

    35 min

  5. JUL 29

    How to Plan and Execute Successful IT Projects and Software Implementations

    The discussion focused on effective IT project management and software implementation, particularly in the Salesforce ecosystem. Jim Marascio from Equals 11 emphasized the importance of proper planning, stakeholder alignment, and understanding business needs. He highlighted the distinction between projects and programs, stressing the need for detailed milestones and execution plans. Jim also discussed the significance of avoiding technical debt through strategic use of Salesforce's declarative features. Additionally, he shared insights on client selection, the pitfalls of RFPs, and the value of consultative relationships over transactional vendor interactions.

    33 min

  6. JUL 22

    How to Manage Highly Technical Projects with Multiple Phases and Individual SMEs

    Rod Voles, CEO of Future Bridge, discussed managing highly technical projects with multiple phases and subject matter experts (SMEs). He emphasized the importance of creating a clear project plan, identifying risks, and involving stakeholders early. Voles suggested starting with an exploratory phase to clarify project objectives and scope. He highlighted the need for emotional intelligence and effective communication to manage client expectations and scope creep.

    35 min

  7. JUL 15

    Why You Need to Build Your Corporate Credit

    Clayton Carmack discusses the importance of building corporate credit to protect small business owners from personal financial risks. He explains that corporate credit is a DIY process, unlike personal credit, which banks automatically track. Businesses need to register with DUNS, Experian Business, and Equifax Business credit bureaus and report expenses to build a credit history. This can lead to better loan terms and rates without personal guarantees. Carmack emphasizes the benefits of separating personal and business finances to avoid personal financial strain and better protect the business owner's assets.

    33 min

  8. JUL 8

    How to Build the SMB Back Office Through Culture, People, and Financial Strategies

    David Needham of Ero Consulting discusses building a small business back office through culture, people, and financial strategies. He emphasizes the importance of top-down culture, open communication, and empowering employees. Needham shares his monthly financial strategy, which involves moving funds into designated accounts for payroll, taxes, and other expenses, ensuring a month-ahead financial plan. He also highlights the benefits of hiring a spouse as a business partner, citing improved communication and shared vision. Needham's approach includes teaching employees to solve problems independently, using the 131 method, and leveraging mistakes as teachable moments.

    28 min
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The show that helps businesses succeed by discussing challenging business problems and best-in-class solutions.

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