Wantrepreneur to Entrepreneur | Start and Grow Your Own Business

Brian Lofrumento
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Nov 3, 2025 • 32min

1289: Stop Scrolling, Start Watching: The Entrepreneur Solving Your Biggest Netflix Problem w/ Chris Pearcey

Tired of endlessly scrolling through streaming services only to give up and rewatch The Office for the tenth time? You’re not alone. In this episode, we sit down with Chris Pearcey, the founder of Decisio Media, who is tackling the universal problem of decision fatigue in entertainment. Drawing from his extensive experience leading product and engineering at giants like Nike and AWS, Chris is building a patent-pending platform designed to help you discover what to watch, read, and listen to with a simple, intuitive swipe. This episode is a masterclass in turning a common frustration into a scalable business, building a tech product from the ground up, and creating a powerful, ad-free business model that prioritizes user experience above all else.💡 What You'll Take Away For YOUR BusinessHow to turn a universal frustration (like decision fatigue) into a patent-pending, scalable business idea.A breakdown of a non-traditional, ad-free business model focused on data, licensing, and analytics instead of sponsorships.Why "old-school" data processes can sometimes outperform AI, and how to know when to scale back on trendy tech for better results.The "Goldilocks" principle: How to balance moving fast to capture the market without sacrificing product quality or overwhelming your team.The critical importance of surrounding yourself with the right people, including a "yin to your yang" to keep you grounded and strategic.Strategies for championing indie creators and building a platform that serves both consumers and producers, creating a win-win ecosystem.How to leverage a deep professional background from corporate giants to build your own venture from scratch.📝 About Chris Pearcey Chris Pearcey is the founder of Decisio Media, a startup reimagining how we discover entertainment in an age of endless content. With a powerful background in product and engineering leadership, he has built and scaled technology for world-renowned companies like Nike and Amazon Web Services (AWS). Chris is now channeling his deep expertise in data into solving one of the most relatable problems in modern life: what to watch next. His unique perspective combines big-tech execution with a user-first, indie-friendly startup ethos, making him a true innovator in the media landscape.🎯 Chris’s BEST Piece of Advice for Wantrepreneurs and Entrepreneurs "Ask the right questions."📢 Memorable Quotes “I want everything to be a delightful experience. I want everyone to use this and know that when they use it, it's going to give them what they need and not be inundated with ads.” – Chris Pearcey“I love the idea of not worrying about failing so that you can find... if you are wrong, you can see why you're wrong and then fix it next time.” – Chris Pearcey“We're trying to Goldilocks it… we're trying to find baby bear's porridge every time for each decision. But at the same time, we have to be quick.” – Chris Pearcey🔗 Links & ResourcesVisit Decisio Media’s WebsiteConnect with Chris on LinkedInFollow Decisio Media on LinkedIn
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Nov 2, 2025 • 16min

1288: Oh no! They keep growing! (An unintentional lesson I've learned...)

What can watering flowers teach you about building a successful business? As it turns out, everything. In this Solo Sunday episode, Brian shares a powerful analogy that started in his front yard and applies directly to your entrepreneurial journey. He discovered that while he was nurturing his flowers, he was also unintentionally watering the weeds right alongside them—and they were growing just as fast. This episode is a crucial wake-up call for every entrepreneur who is pouring time, energy, and resources into their goals. Brian breaks down how the "weeds" in our business and life—like bad habits, draining clients, negative thoughts, and mindless distractions—don't just exist; they grow stronger every time we "water" them.✨ Why This Matters for YouThis simple mindset shift from gardener to entrepreneur can change the trajectory of your business:It helps you identify the hidden drains on your time, energy, and focus that are sabotaging your progress.It moves you from passively accepting "the way things are" to actively curating an environment built for success.It reveals why simply working harder isn't enough if you're simultaneously fueling the things holding you back.It gives you a simple, powerful framework for auditing your daily actions, your client roster, and even your thoughts to ensure you’re only growing what you want.📝 Key TakeawaysWhatever You Water, Grows. This is the fundamental rule. Your attention is the water. It applies to both your brilliant business ideas (flowers) and your nagging feelings of imposter syndrome (weeds).Ignoring Weeds Isn't Neutral. Thinking a bad habit or a difficult client is "just there" is a mistake. As long as they are in your garden, your general efforts will inadvertently help them grow and take over.Your Mindset is a Garden. Thoughts of worry, comparison, and self-doubt are weeds. Every time you entertain them, you are watering them, making them stronger and harder to remove later.Growth Requires Pulling Weeds. True progress isn't just about nurturing the good stuff; it's about having the discipline to do the uncomfortable work of removing what doesn't belong.Entrepreneurs are Natural Waterers. Your persistence and patience are superpowers. This episode challenges you to be incredibly intentional about where you direct that powerful energy.🚀 Put It Into ActionThis week, conduct a "Weed & Flower Audit" for your business and life:Grab a piece of paper. On one side, list your "Flowers"—the projects, clients, habits, and relationships that energize you and move you toward your goals.On the other side, list your "Weeds"—the tasks, clients, distractions, and mindsets that drain your energy and hold you back.Choose ONE weed from your list. What is one concrete action you can take this week to remove it? Whether it's setting a time limit on social media, firing a difficult client, or replacing a negative thought, take the first step to pull it out.🔗 Stay ConnectedSubscribe to the show so you never miss an episode full of insights to fuel your journey.Connect with Brian on Instagram @imetbrianShare this episode with a fellow entrepreneur who needs to stop watering their weeds and start cultivating success.
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Nov 1, 2025 • 33min

1287: From Bride-to-Be to CEO: How Wedding Stress Built a Thriving Company w/ Hannah Roze

Frustrated by her own overwhelming wedding planning experience filled with endless spreadsheets and email threads, Hannah Roze turned her pain point into Plannerd, a modern wedding planning platform. This episode is a masterclass in building a business with intention and strategy. Hannah breaks down her journey from identifying a problem she knew she could solve to iteratively building a product that truly serves its users. For any wantrepreneur or entrepreneur, this conversation is packed with insights on launching an MVP, the power of marketing experimentation, and why being a "pain killer" for your customers is the ultimate path to success.💡 What You'll Take Away For YOUR BusinessHow to turn a personal, frustrating experience into a scalable and strategic business idea.The power of the "ugly first draft" and why getting your V1 out there is more important than perfection.How to prioritize your product roadmap by focusing on being a "pain killer, not a vitamin" for your customers.A brilliant strategy for building an inclusive business that collaborates with, rather than competes against, other players in your industry.Why there’s no single "right" answer in marketing and how to embrace experimentation to find what works for you.How to build a sustainable business model even when your service is typically a one-time purchase for customers.A smart way to use AI as a brainstorming partner without letting it hijack your own strategic thinking.📝 About Hannah Roze Hannah Roze is the founder of Plannerd.com, a modern wedding planning platform designed to make the process simpler and less stressful. Drawing from her background in tech at Carta, Hannah saw the parallels between managing complex equity and juggling the countless details of a wedding. Inspired by her own planning journey, she built a suite of tools that empowers couples and wedding professionals alike, proving that the best business ideas often come from solving the problems you know firsthand.🎯 Hannah’s BEST Piece of Advice for Wantrepreneurs and Entrepreneurs "There is no one way to do something. There is no single answer to seek... it's not about what's the right way to do something, but what is the way that's going to work for your specific goals."📢 Memorable Quotes"It's not if you build it, they will come. It's if you market it, they will come." – Hannah Roze"We talked a lot about wanting to be a pain killer and not a vitamin." – Hannah Roze"You can't improve if you don't just get the v1 out there... just get it out there and know that it's only up from there." – Hannah Roze🔗 Links & ResourcesVisit Plannerd’s WebsiteConnect with Hannah on LinkedInFollow Plannerd on LinkedInFollow Plannerd on InstagramFollow Hannah on Tiktok
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Oct 31, 2025 • 36min

1286: SEO is Dead? Think Again. How AI Supercharged the Fundamentals w/ Francois Bergeron & James Binda

In a marketing world filled with Lambo-driving influencers and "get rich quick" schemes, Francois Bergeron and James Binda are a breath of fresh air. The brothers and co-founders of Digital Aspect Marketing join the show to cut through the noise and deliver the truth about what actually works. They debunk the "SEO is dead" myth, revealing how AI is actually rewarding businesses that focus on genuine value and solid fundamentals. This episode is a masterclass for any entrepreneur tired of chasing fads and ready to build a sustainable marketing strategy that gets real results. Fran and James share how their unique blend of operational efficiency and technical creativity has allowed them to grow their firm entirely through referrals, proving that a great product is the best marketing of all.💡 What You'll Take Away For YOUR Business🤖 Why AI is rewarding well-built, value-driven websites (and how it's making SEO more powerful than ever).🧱 How to build a marketing strategy on a solid foundation of fundamentals like web development and SEO, instead of chasing short-lived fads.🤝 The anti-agency approach: Why a "real talk," client-first mindset builds more trust and long-term success than over-promising and under-delivering.📈 The secret to organic growth: How delivering a high-quality product or service can become your entire client acquisition strategy (they’ve never run an ad for themselves!).🛠️ How to leverage AI as a tool for efficiency and creativity, helping you produce better content, images, and videos faster.🤝 The power of partnership: How combining complementary skill sets (like organization and technical expertise) can create an unstoppable business.📝 About Francois Bergeron & James Binda Francois Bergeron and James Binda are the brother co-founders behind Digital Aspect Marketing, a marketing firm dedicated to helping businesses grow through foundational strategies like web development and SEO. With Fran's background in manufacturing and operational efficiency and James's expertise in design and technical development, they've created a powerhouse team. They reject the typical "marketing agency" stigma, focusing instead on building real relationships with clients and delivering high-quality, customized solutions without the hype. Their approach is built on the simple but powerful principle that a great product and relentless execution will always win.🎯 Fran & James’s BEST Piece of Advice for Wantrepreneurs and Entrepreneurs “What are you doing or providing or producing that is going to help someone? What is it about you that you're doing that is actually deserving of somebody else's money?... Once you have that... it's a matter of not stopping.” – Fran Bergeron"Just deliver a good product and you will get more business... we just keep delivering good services and we get referrals... that's just what happens." – James Binda📢 Memorable Quotes“If your website is built properly and has valuable information... AI is now going to know better than ever that it's the valid search result for what people are looking for.” – Francois Bergeron“We're not here to just sell you whatever we can. It's: what's actually going to help you and can we deliver it really well?” – James Binda🔗 Links & ResourcesVisit Digital Aspect’s WebsiteVisit Keystone’s WebsiteConnect with Francois on LinkedInConnect with James on LinkedInFollow Digital Aspect Marketing Inc. on LinkedIn
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Oct 30, 2025 • 31min

1285: Stop Solving Problems... and Start Making Things Better! Here’s How w/ Andrea Finck

Ever feel like you have too many ideas and not enough time? Multipreneur Andrea Finck is here to show you how to turn that creative energy into a thriving business ecosystem. In this episode, Andrea shares her incredible journey from a corporate career to launching three distinct businesses—Lightsome, Home Watch Madison, and Finding Flow Feng Shui—all unified by a single mission: helping people reclaim their most precious resource, their time.This episode is a masterclass in strategic entrepreneurship for anyone feeling pulled in multiple directions. You’ll learn how Andrea leverages "take stock moments" to spark new ventures, why she believes intuition is the best "tachometer" for business decisions, and how a seemingly disastrous mistake (like losing a client’s keys!) can become the catalyst for your next big pivot. Tune in to discover how to manage multiple passions, find the common thread in your ideas, and build a business portfolio that doesn't just make money, but also makes people's lives better.💡 What You'll Take Away For YOUR Business🚀 How to turn personal "take stock" moments (like the loss of a loved one) into powerful, mission-driven business ideas.🧠 The multipreneur mindset: Discover the universal truths and patterns that connect different businesses and make each one stronger.⏱️ The secret to managing multiple ventures by focusing on a core purpose—in Andrea’s case, giving people back their time.🌊 How to balance discipline with "flow," and know when to push through a task versus when to listen to your environment and pivot.💡 A powerful litmus test to know when your product is "good enough" to launch versus getting stuck in the perfectionist trap.📝 About Andrea FinckAndrea Finck is a multipreneur whose career path is more like a "mountain road than an interstate highway." With a background in corporate marketing, she has masterfully combined her superpowers of organization, advocacy, and a love for real estate to launch three successful businesses: Lightsome, Home Watch Madison, and Finding Flow Feng Shui. All her ventures are designed to help busy and overwhelmed people organize, manage, and oversee their home and personal affairs. Andrea’s unique perspective comes from her ability to see opportunities in life's challenges and her unwavering commitment to making people's lives easier and better.🎯 Andrea’s BEST Piece of Advice for Wantrepreneurs and Entrepreneurs"Good people know good people. So surround yourself with good people... The riches are in the niches. So whatever you find, go in and try to go deep in that niche around what your core purpose is... and follow your intuition while you're doing it. Listen to your gut. Let your gut guide you. That's the best tachometer we have."📢 Memorable Quotes"My career is more like a mountain road than an interstate highway. Lots of twists, and turns, and setbacks, and switchbacks." – Andrea Finck"A weakness is a strength overdone. In other words, you take a strength and then once you redline it, it becomes a weakness." – Andrea Finck🔗 Links & ResourcesVisit Lightsome Estate Concierge’s WebsiteVisit Home Watch Madison’s WebsiteVisit Finding Flow Feng Shui’s WebsiteConnect with Andrea on LinkedInFollow Lightsome Estate Concierge on LinkedInFollow Home Watch Madison on LinkedInFollow Finding Flow Feng Shui on LinkedIn
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Oct 29, 2025 • 34min

1284: From GED to Harvard: How this Founder is Using AI to Disrupt College Admissions w/ Jane Alexander

In this episode, Brian sits down with Jane Alexander, the founder and CEO of Emma Advisor, an AI-powered platform transforming the chaotic college admissions process. Jane shares how her own unconventional journey—from homeschool in rural Idaho to graduate work at Harvard—inspired her to build a tool that makes college guidance accessible to all families, not just the wealthy. This episode is a masterclass for any entrepreneur looking to build a truly user-centric company. You'll learn why listening to your customers is the ultimate business hack, how to strategically build a direct-to-consumer product first, and why AI is most powerful when it’s used to solve deep-seated human problems.💡 What You'll Take Away For YOUR BusinessFrom Pain to Platform: Learn how to transform your unique personal experiences and frustrations into a powerful, scalable business idea that solves a real-world problem.Customer-Led Innovation: Discover why the best business ideas, features, and strategies come directly from your target audience and how to build a system for consistently gathering their feedback.AI as an Equalizer: Understand how to leverage AI not just for efficiency, but to democratize access to information and services that were once only available to the elite.The Strategic D2C Launch: Hear Jane's brilliant reasoning for building a product for end-users first (parents and students) before approaching larger B2B partners (schools) to ensure product-market fit.Building in Public: Get the tactical advice you need to overcome the fear of sharing your journey online and use platforms like LinkedIn to attract your founding team, partners, and early adopters.Solving the Human Element: Learn why even the most advanced tech companies succeed by focusing on the human challenges they solve—in Jane’s case, reducing family conflict and student anxiety.📝 About Jane Alexander Jane Alexander is the founder and CEO of Emma Advisor, an AI-powered college admissions companion. With a background that spans homeschool, public school, a GED, community college, and graduate studies at Harvard, Jane brings a uniquely empathetic perspective to the world of education. After advising over 200 universities on enrollment strategy, she is now on a mission to use technology to give every student ownership of their admissions journey and provide parents with much-needed peace of mind.🎯 Jane’s BEST Piece of Advice for Wantrepreneurs and Entrepreneurs "Build in public. Find your social media channel of choice and start consistently building your audience."📢 Memorable Quotes“A.I. is neither good or bad. It's a tool. And we need to have the guardrails and rules and guidelines in place to use it.” – Jane Alexander“Where I'm getting the energy and the vision and the problem solving and the feature list, it's from the users themselves... All I have to do is sit and listen.” – Jane Alexander“I want to intentionally design up front for the parent and the student an incredible experience that these kids and these families love and then I'm going to take it to the school.” – Jane Alexander🔗 Links & ResourcesVisit Emma Advisor’s WebsiteConnect with Jane on LinkedInFollow Emma Advisor on LinkedInFollow Emma Advisor on TiktokFollow Emma Advisor on Instagram
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Oct 28, 2025 • 34min

1283: Why Waiting 15 Years Was His Best Move... and How He Built a 40K+ LinkedIn Audience w/ Troy Fine

In this powerful episode, Troy Fine, co-founder of Fine Assurance, shares his incredible journey from a 15-year career in cybersecurity to launching his own firm. Motivated by a desire to honor his entrepreneurial father and live a life without regret, Troy unpacks the patient, calculated approach he took to build a business that serves his life, not the other way around. He reveals how he turned the "boring" world of compliance into a platform for thought leadership, amassing nearly 40,000 followers on LinkedIn by being authentic and educational. This episode is a masterclass for any wantrepreneur or entrepreneur on how to build a powerful brand, attract the right clients by focusing on trust, and achieve true work-life harmony by building a business around your "why."💡 What You'll Take Away For YOUR Business🚀 How to turn deep industry experience into a powerful personal brand and a thriving business.💬 The “so they can” sales framework that transforms a technical service into a must-have business solution that unlocks growth for your clients.💡 Why giving away your “tribal knowledge” for free on platforms like LinkedIn is the fastest way to build trust and attract high-quality leads.🚫 The power of saying “no” to wrong-fit clients to protect your mission, reduce stress, and build a healthier business from day one.⏳ How patience and calculated risk can build a stronger foundation for long-term success than rushing into entrepreneurship.👨‍👩‍👧‍👦 How to architect your business around your life priorities (not the other way around) to achieve true work-life harmony.🤝 Why finding a trusted co-founder can be the key to balancing the immense demands of entrepreneurship and family life.📝 About Troy Fine Troy Fine is the co-founder of Fine Assurance, a firm dedicated to helping SaaS, fintech, and health tech startups meet their cybersecurity compliance goals. With 15 years of experience in the governance, risk, and compliance space, Troy has become a leading voice in his industry, known for making complex topics accessible and even entertaining. His unique perspective comes from blending deep technical expertise with a natural talent for sales and authentic brand building, proving that you can build a massive following by educating, teaching, and being yourself.🎯 Troy’s BEST Piece of Advice for Wantrepreneurs and Entrepreneurs "Really know your why." 📢 Memorable Quotes“I didn't want to live my life with this big regret… I don't want to be on my deathbed regretting never taking that chance. So I'm taking the chance.” – Troy Fine“We say no to customers more than they say no to us, but we're okay with that. That's how we build trust.” – Troy Fine“If you can take something that's very complex and boil it down into something very basic that anybody off the street can understand... then you're gonna build a brand.” – Troy Fine💡 Actionable Takeaways✅ Define your personal and professional "why" and write it down. Use it as the foundation for your next major business decision.✅ Identify one piece of "tribal knowledge" in your industry and share it on LinkedIn this week. Focus on teaching, not selling.✅ Practice the "so they can" framework. Rewrite your primary service offering to focus on the outcome and benefit for your customer, not just the feature you provide.🔗 Links & ResourcesVisit Fine Assurance’s WebsiteConnect with Troy on LinkedInFollow Fine Assurance on LinkedIn
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Oct 27, 2025 • 33min

1282: The Lost Art of the Business Plan... How to Tell a Story That Gets Your Business Funded w/ Claire Pickens

Tired of thinking of your business plan as just another piece of bureaucratic paperwork? In this episode, 30-year business veteran and planning expert Claire Pickens flips the script, revealing how your business plan is actually a living, breathing document that holds the key to your success and funding. She breaks down why the passion, story, and "secret sauce" you bring to the table are far more valuable than any AI-generated template.This episode is a must-listen for any wantrepreneur or entrepreneur who feels stuck in the planning phase or is preparing to seek funding. Claire demystifies the entire process, explaining what banks really look for in a plan and how to transform their feedback into a powerful partnership. You'll walk away with a completely new, practical, and human-centered approach to turning your vision into a bank-ready reality.💡 What You'll Take Away For YOUR Business🤖 Why AI-Generated Plans Are a Red Flag: Understand why banks can easily spot AI-written plans and what they truly want to see instead—your genuine story and passion.📖 Story First, Numbers Last: Learn the counterintuitive but highly effective method of building your business plan by focusing on your vision, culture, and operations before ever touching the financials.🤝 How to Partner With Your Bank: Discover how to reframe loan application feedback as a constructive partnership, not a rejection, to build a stronger, more fundable business.🚀 The Truth About Financial Projections: Say goodbye to unrealistic "hockey stick" growth charts. Claire explains why a realistic, ramp-up projection for your first year builds more credibility with lenders.🕵️ Competitive Analysis Reimagined: Go beyond the numbers and learn why understanding your industry's local reputation is just as critical as analyzing market share.✨ Your "Secret Sauce" is Your Superpower: Learn how to inject your unique personality and boutique touches into your plan and marketing to create a business that customers and lenders will love.📝 About Claire Pickens Claire Pickens brings three decades of hands-on business experience to her business plan writing services. As an entrepreneur herself, she built a successful business from the ground up—designing, building, and eventually selling it—all before earning her formal business degrees. This "backwards" journey gives her a uniquely empathetic and practical perspective, allowing her to cut through academic jargon and focus on what truly works in the real world. Claire is passionate about helping other entrepreneurs get their dreams out of their heads and onto paper with bank-ready plans that turn vision into reality.🎯 Claire’s BEST Piece of Advice for Wantrepreneurs and Entrepreneurs "If you're thinking about it, start. Go grab a journal and write down whatever you can... Get those dreams on paper and let it be a fun journey."📢 Memorable Quotes“If you allow an AI character to build your plan, that AI character is not going to be there every day to run your business. It is your passion that's going to run your business.” – Claire Pickens“When you borrow money from a bank, you are partnering on an investment journey together. They are investing in you. You're part of their overall business plan and now they are part of your business plan.” – Claire Pickens🔗 Links & ResourcesVisit Claire-ity Group’s WebsiteConnect with Claire on LinkedInFollow Claire-ity Group, LLC on LinkedIn
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Oct 26, 2025 • 24min

1281: The 7-Pillar Framework That Runs My 5 Businesses (And Yours Too)

Ever wonder if your business could survive, let alone thrive, if you took two weeks completely offline? In this game-changing Solo Sunday episode, Brian pulls back the curtain on the single biggest difference between a business that owns you and a business that gives you freedom: systems. He shares a personal story of being totally disconnected from his portfolio of companies, only to find they ran perfectly without him. How? Through a powerful operational framework he’s been refining for years. Brian makes a huge announcement about his new company, Ops+AI, and introduces the OPERATE framework — a 7-pillar system designed to help you step out of the day-to-day grind and into the role of a true visionary CEO. This episode isn't just an announcement; it's a strategic roadmap to building a scalable, sustainable, and successful business.✨ Why This Matters for You Building systems is the key to unlocking true entrepreneurial freedom. This framework helps you:Stop being the bottleneck in your own company and finally build a business that can scale beyond you.Gain the ability to step away—whether for a vacation or to focus on high-level strategy—knowing everything will continue to run smoothly.Create a more valuable and resilient company that doesn’t depend on your constant presence to succeed.Empower your team by giving them the clear processes and tools they need to excel in their roles.Identify the exact weak points in your operations so you can fix what's actually broken instead of guessing.📝 Key Takeaways Brian breaks down the 7 essential pillars of a business that runs itself, known as the OPERATE framework:Outreach: Your business needs repeatable systems to fuel demand, not just one-off efforts.Pipeline: You must have a process to capture, nurture, and convert leads, even while you sleep.Execution: Delivering your product or service has to be a seamless, documented process that doesn't rely on you.Retention: The real growth comes from systems that keep customers happy, generate testimonials, and drive referrals.Automation: Use technology and AI to eliminate friction, increase your team's capacity, and scale your impact.Telemetry: As the CEO, you need a dashboard—a clear way to see the health and key metrics of your business at a glance.Enablement: Your systems must empower you to be the visionary and your team to be the effective operators.🚀 Put It Into Action This week, Brian is giving you a powerful tool to get an objective look at your own business.Go to opsplusai.com/score and take the free OPERATE Score assessment. It takes about 10-15 minutes and will give you a clear, personalized report on the strengths and weaknesses of your business across all 7 pillars.Once you get your score, identify the single lowest-scoring area.Ask yourself: What is one small, simple process I could create this week to improve in that one area?🔗 Stay ConnectedSubscribe to the show so you never miss an episode.Connect with Brian on Instagram @imetbrianShare this episode with a fellow entrepreneur who is ready to stop being the "doer" and start being the CEO.📣 Special Thanks and A Big Shout Out! A massive thank you and shout out to the entire team behind the Wantrepreneur to Entrepreneur Podcast and Brian's portfolio of businesses. The launch of Ops+AI has been a huge undertaking, built behind the scenes for over six months by an incredible group of people. This new venture and the OPERATE framework wouldn't be possible without their dedication, brilliance, and hard work.
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Oct 25, 2025 • 33min

1280: Unlock SCALE & Growth by Fixing Your Financial Foundation w/ Aubrey Merritt

Aubrey Merritt, a serial entrepreneur and financial expert, joins the show to demystify the numbers side of your business. She breaks down why waiting for tax season to look at your finances is a recipe for disaster and reveals how to use your financial data as a strategic tool for explosive growth. This episode is a masterclass in making your finances work for you, not against you. You'll learn the difference between reactive tax prep and proactive financial strategy, how to set up scalable systems from day one, and why understanding your numbers is the key to unlocking sustainable growth. Aubrey shares her powerful journey from a young single mother to a sought-after fractional CFO/COO, offering practical, data-backed advice that cuts through the financial jargon and gets straight to what matters for your bottom line.💡 What You'll Take Away For YOUR Business🚀 How to stop making decisions based on "feelings" and start using real data from your financials to guide your strategy.💰 The critical difference between a tax accountant and a bookkeeper—and why you need a proactive financial partner year-round.📊 A simple breakdown of your financial statements (P&L) and how to spot red flags (like a negative gross profit) before they sink your business.⚙️ Why your business needs both an accounting software AND an industry-specific project management tool that integrate seamlessly.📈 The secret to intentional scaling: having the right people, processes, and financial systems in place before you experience explosive growth.🔍 How to conduct a "diagnostic" on your own business to uncover hidden inefficiencies in your operations and finances.💡 The IRS rule every entrepreneur must know about receipts for expenses over $75.📝 About Aubrey Merritt Aubrey Merritt is the founder of Merritt Innovative Consulting and Advisory, a firm dedicated to providing financial, strategic, and operational guidance to scaling businesses. Her journey from a young single mother working for the government to becoming a fractional CFO and COO gives her a unique, resilient, and deeply empathetic perspective on the challenges entrepreneurs face. Aubrey combines a deep love for accounting with a passion for innovation, helping business owners build robust systems that support sustainable growth and profitability.🎯 Aubrey’s BEST Piece of Advice for Wantrepreneurs and Entrepreneurs "You need to persevere... everything is figureoutable. You just have to be willing to keep persevering, keep pushing through. Eventually you're going to figure it out."📢 Memorable Quotes“A lot of newer business owners or newer entrepreneurs, they make decisions based off of feeling instead of data.” – Aubrey Merritt“If you have a negative gross profit... you're never going to make money with your current strategy.” – Aubrey Merritt"You are going to fail so many times and you cannot compare yourself to other entrepreneurs because what you are seeing when you're looking at other entrepreneurs is how they succeeded. You're not seeing all the times that they failed." – Aubrey Merritt🔗 Links & ResourcesVisit Merritt Innovative Consulting and Advisory’s WebsiteConnect with Aubrey on LinkedInFollow Merritt Innovative Consulting and Advisory, LLC on LinkedIn

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