Profit Answer Man: Scaling with Profit First & Beyond

Ep 189 Boost Profits Through Smart Marketing Tactics with Joshua Ramsey Joshua Ramsey, CEO of Strategic Point Marketing, has developed principles and strategies for businesses since 2001. During this time, Joshua has successfully created and executed more than 80,000 successful campaigns across the US. Joshua is a Fractional Chief Marketing Officer, author, and highly regarded speaker. As someone with experience in speaking since 2005, Joshua teaches executives and business owners exactly how to cut costs and improve their current business so they can continue to grow. As a true Fractional Chief Marketing Officer, Joshua gives business owners unique executive experience, along with a fresh perspective, without having to pay the high salary of a full-time employee. He helps them to develop new strategies for growing their brand, increasing customer acquisition, and generating new sales. In this episode, you will learn the following: Identifying the cost per lead and the cost per sale by lead source is crucial in marketing strategy. Modified messaging is necessary for various advertising channels in order to effectively reach and convert target audiences. The significance of precision in marketing tactics and the requirement to customize communication for particular product or service classifications. Maximizing the strategic message and modifying the message to correspond with the tactical placement for the best possible marketing campaign outcomes. The development of successful marketing strategies requires teamwork and open communication between the CEO, CMO, and executive staff. Links:  JRCMO.com https://www.linkedin.com/in/jrcmo/ https://www.facebook.com/JRcmo   Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://bit.ly/PFcall Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst  Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst

7 factors for scaling your business profitably with Trey Dunavant Trey Dunavant has over 15 years of experience delivering scaling results for B2B, B2C, and e-commerce companies. Through multiple leadership roles, he expanded a nationwide specialty products business division from sub 5-figures, to mid 8-figures through the most challenging season of its 60+ year existence. Companies like Hyatt, Cisco, Starbucks, and the LA Lakers are just some of the noteworthy opportunities he’s been a part of. Implementing leadership, productivity, and growth strategies that allowed them to simultaneously lead healthy, sustainable lives. In this episode, you will learn the following: Investigating what influences your customers' decisions, such as their media consumption and social interactions, can provide valuable insights into how to reach and engage with them. Determining the important touchpoints and decision-influencing factors is a crucial part of comprehending the customer journey. Valuing and applying filters is essential for locating and addressing the correct audience. Consider how to reinvest profits to continue igniting further scalability and create a more significant impact. How to enhance your brand in the appropriate contexts to make sure it appeals to your target market and maintains the growth engine. Links: thescalefactor.com thescalefactor.com/myscore   Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://bit.ly/PFcall Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst  Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst

 “The Great Marketing Lie” with Mike Snyder Mike Snyder is a partner with RaptorUSA, a marketing consulting firm whose principals have worked with hundreds of middle-market companies nationally, and the co-founder of RSM Marketing, a firm providing an Outsourced Marketing Department to companies across all industries nationwide. Mike assists business owners in switching from inefficient marketing techniques to strategic turns that produce sustainable competitive advantages.  A retired Marine Corps lieutenant colonel with post-9/11 expertise in media relations, he previously held the position of CEO of a Kansas advertising business and taught strategic marketing in an MBA program using a novel technique. Mike is also a co-author of "The Great Marketing Lie: Six Truths for Biz Owners & C-Suiters," which highlights the significance of creating a solid foundation for a company. In this episode, you will learn the following: How utilizing the right marketing tools and models can help businesses navigate the path from marketing science to marketing art. Discover that implementing too many strategies can lead to dilution and may strain resources. Marketing strategies can target specific audiences, such as health-conscious consumers, to maximize effectiveness. Running experiments allows businesses to validate and refine their marketing strategies before long-term commitment. Testing marketing strategies through experiments can save costs and improve effectiveness. Links: https://rsmconnect.com/ https://www.linkedin.com/in/mikesnyderraptorusa/ https://www.linkedin.com/company/rsm-marketing/ https://www.facebook.com/rsmmarketing https://twitter.com/RSMmarketingICT   Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://bit.ly/PFcall Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst  Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst

Title: Ep 186 Building a Strong, Profitable Foundation for Your Business with Tomas Keenan  Tomas Keenan's journey is a testament to transformation, shifting from a custom car audio installer to a visionary CEO. Co-founding a pioneering GPS Tracking and Dashboard Camera installation company, he propelled it to a remarkable 7-figure enterprise. Expanding his horizons, Tomas transitioned into a high-impact business and success coach, guiding industry leaders and ambitious entrepreneurs. Relocating from bustling NYC to dynamic Dallas, Tomas fully embraced his latest venture, the Step It Up Academy. Armed with profound insights, he empowers entrepreneurs to surmount challenges using his wealth of knowledge.  Tomas's journey garnered recognition in esteemed industry publications like Forbes, Mobile Electronics Magazine, and more. A sought-after public speaker, he captivates audiences, sharing his experiences as a 2X bestselling author and the host of the Step It Up Entrepreneur Podcast. At the heart of Tomas's success is incremental progress, a philosophy he ardently embraces. Each step, regardless of scale, is pivotal—a perspective he generously shares with his audience.  In this episode, you will learn the following:  ●        Gain valuable knowledge on how to establish a strong foundation for the success of your business endeavors. ●        Develop a comprehensive understanding of how effectively managing operations and finances can set the stage for business expansion. ●        Discover the strategies for effectively identifying and targeting the ideal customer base by leveraging the power of psychographics. ●        Understand the essential role of a COO or integrator in the growth and progress of a company. ●        Utilize your innate abilities to drive the growth of your business.  Links:  Website: http://www.stepitupaca demy.com                 http://www.tomaskeenan.com  Facebook: https://www.facebook.com/tom.keenan.988https://www.facebook.com/tomaskeenan.tcihttps://www.facebook.com/groups/577321710763781 Instagram: https://www.instagram.com/theintegratorcoach YouTube: https://www.youtube.com/c/tomaskeenan   Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://bit.ly/PFcall Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst  Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst

Ep 185 Profitable Primal Storytelling to Drive Sales with Anthony Butler   Anthony Butler, the founder of Can-Do Ideas, a digital marketing agency, and the creator of the Primal Storytelling  content system, has been assisting businesses and marketing leaders in growing their companies since 2008. In his book, "Primal Storytelling: Marketing for Humans," Anthony shares the precise marketing system he has developed and utilizes to help clients in both B-B and B-C companies achieve exceptional results from their marketing efforts. He provides insights on how to implement the Primal Marketing content system to establish a content marketing program that drives business growth, enhances marketing performance, generates more leads, and increases revenue and profit.    In this episode, you will learn the following:   ●        Understanding the psychographics of your target audience is crucial for effective marketing. ●        Building an emotional connection with your customers is key to driving sales. ●        Focus on creating valuable content that resonates with your audience, rather than publishing generic content. ●        Knowing your clients' fears and problems allows you to address them and provide solutions. ●        Love your clients and work with those who align with your values to create a successful and fulfilling business.    Links: www.primalstorytelling.com www.primalstorytelling.com/podcast Website: www.primalstorytelling.com Instagram: @anthonylbutler       Facebook: https://www.facebook.com/primalstorytelling/ LinkedIn: https://www.linkedin.com/in/anthony-butler-964b404/ Youtube: @AnthonyButler3   Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://bit.ly/PFcall Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst  Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst

Ep 184 Profit First for Inventory Based Businesses with  Ciara Stockeland Ciara Stockeland, a seasoned entrepreneur whose journey began in her early teens. Her resolute entrepreneurial drive led her to establish her first store in 2006, which she later expanded into a successful franchise.  Ciara's latest venture, the Inventory Genius coaching program, empowers inventory-based business owners to elevate profitability and harmonize their operations. Beyond her business endeavors, Ciara's insights have resonated on a broader scale. She testified twice before U.S. Senate Committees, shedding light on the implications of the "joint employer" standard for small businesses and franchises. Notably, she represented the small business community at the 2015 White House Summit on Worker Voice and the 2018 Summit on Economics.  Acknowledged as a Small Business Champion by SCORE and holding a seat on the United States Chamber of Commerce Small Business Council, Ciara's credentials are further amplified as a Profit First Certified Coach.  In this episode, you will learn the following:    ●        Strong comprehension of numbers and financial concepts is vital for attaining success in business endeavors. ●        How setting up an inventory account and tracking cost of goods sold can help improve cash flow and profitability. ●        Precisely compute and monitor the gross margin to guarantee that pricing adequately covers costs and yields profit. ●        Understanding how debt affects cash flow and profitability is essential for making informed financial decisions.  Links: https://www.ciarastockeland.com/ https://www.ciarastockeland.com/free-chapter   Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://bit.ly/PFcall Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst  Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst

Ep 183 From Startup to Success: Building a Multimillion-Dollar Profit Machine with Bryan Clayton Bryan Clayton is a tenacious entrepreneur, author, and speaker. As the CEO and co-founder of GreenPal, he has harnessed hard work and innovation to create a thriving online platform connecting homeowners with local lawn care experts. Under Bryan's guidance, GreenPal has burgeoned into a multi-million dollar enterprise with 200,000+ users, earning recognition in prestigious publications like Forbes, Inc., and Entrepreneur.  Before GreenPal, Bryan established Peachtree Inc., a landscaping company that flourished into a Tennessee giant, amassing $10 million in yearly revenue. He successfully orchestrated its acquisition by LUSA Holdings, a national corporation. Acknowledged for his leadership, Bryan received the "40 under 40" honor from the Nashville Business Journal, a testament to his entrepreneurial zeal.  Bryan's journey underscores the potency of perseverance and risk-taking. He's a passionate advocate for others' triumphs, exemplifying the rewards of dedication and community engagement.  In this episode, you will learn the following:   ●        The importance of founders demonstrating genuine care and staying actively involved in their company. ●        Founders must consistently monitor and care about the customer experience and the company's culture. ●        The significance of eliminating friction in the customer experience to increase sales. ●        The misconception that outperforming competitors requires being 100 percent better.  Links:  https://www.yourgreenpal.com/ Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://bit.ly/PFcall Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst  Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.p #profitfirst

Ep 182 Sprinting to Success: Profit-Boosting Strategies with Simon Severino Simon Severino, CEO of Strategy Sprints, aids agency owners in automating 85% of B2B sales. As the host of the "Strategy Sprints" podcast, he's a top 2.5% favorite. Simon created the Strategy Sprints™ Method, doubling revenue in 90 days by freeing owners from operations. He empowers Certified Strategy Sprints™ Coaches for agency growth. An active Silicon Valley Blockchain Society member, he drives capital flow and reduces risks. Trusted by Google, BMW, Roche, and others, Simon's TEDx talks and 800+ podcast appearances showcase his expertise. His insights grace Forbes and Entrepreneur Magazine, focusing on digital agency scaling. In this episode, you will learn the following: ●        Streamlining Sales and Minimizing Admin ●        Identifying and addressing specific aspects of sales that individuals dislike, businesses can adopt a more enjoyable and effective approach. ●        Challenge mental models and assumptions and discover more enjoyable and efficient methods of engaging with potential clients. ●        Focusing on daily habits (delegation and automation), weekly habits (tracking key metrics), and monthly strategic analysis, businesses can exert influence over their growth trajectory.  Links: https://www.strategysprints.com/    Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern: https://bit.ly/PFcall Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst  Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst  

Ep 181 Automating Profit First Banking with Deanna Zubrickas of Relay  Deanna Zubrickas plays a pivotal role at Relay, collaborating closely with Partners, accountants, and bookkeepers to enhance the quality of business banking services offered to their clientele. Serving as the primary product expert, Deanna specializes in business banking solutions and seamless integrations between banking and accounting systems.  In this episode, you will learn the following:   ●        Flexibility of Relay Accounts: Relay's appeal for setting up Profit First lies in its flexibility.. ●        Overcoming Banking Hurdles: One of the challenges with Profit First implementation is finding a bank that supports multiple accounts without charging excessive fees. ●        Automation Enhances Execution: Automation is a powerful tool for ensuring consistent adherence to Profit First principles. ●        Integration with Accounting Software: Relay's connection with QuickBooks and Xero ensures that all transfers and allocations made within Relay seamlessly reflect in the accounting software, streamlining the financial management process.  * Relay is a financial technology company, not an FDIC-insured bank. Banking services and FDIC insurance are provided through Thread Bank and Evolve Bank & Trust; Members FDIC. The Relay Visa® Debit Card is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa® debit cards are accepted. Learn more through this affiliate link: bit.ly/relayfi https://bit.ly/RelayFIPro for accountants and bookkeepers   Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern:  https://bit.ly/PFcall Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst  Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Discover the Game-Changing Power of AI for Your Business Manuj Aggarwal is a well-known AI thought leader on a worldwide scale. Manuj has made a name for himself in the field thanks to his 15 years of experience and 4 patents. He has produced a phenomenal value of over $500 million for prestigious companies including Microsoft, IBM, and Pearson Education. Over 10 million people have been significantly impacted by Manuj's efforts, and as a result, renowned people like President Obama and Bill Gates have praised him. His knowledge of AI is widely sought for, and he has contributed significantly to the field's innovation and development.  In this episode, you will learn the following: ●        Develop a deeper grasp of AI's role in business and recognize how it could change the course of your career. ●        Dispel myths about AI stealing jobs, and learn to see it as an enabler rather than a danger. ●        Recognize the power of AI in addressing skill gaps, enabling career advancement, and fostering organizational resilience. ●        Acknowledge the vital importance for businesses to embrace and excel in the AI era, as failure to do so may result in falling behind their competitors.  Links: https://www.linkedin.com/in/manujaggarwal/   Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Our Q&A call on the 2nd Thursday of the month at 1 pm Eastern:  https://bit.ly/PFcall Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst  Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up This episode is part of the SMB Podcast Network. Find other great interviews from around the internet just like this one at https://www.SMBPodcastNetwork.com Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.