Uncle Marv's IT Business Podcast cover image

Uncle Marv's IT Business Podcast

Latest episodes

undefined
Mar 21, 2025 • 27min

Master Your Pitch: IT Nation's PitchIT 2025 (EP 790)

Uncle Marv welcomes Sean Lardo, the newly appointed VP of IT Nation Communities at ConnectWise. Sean shares his insights on the upcoming PitchIT competition and the broader vision for IT Nation as the "community of communities" in the IT service provider space.Pitch It Competition Overview: Sean breaks down the PitchIT program structure, including the application process, 16-week boot camp, and final pitch event. He explains how the competition helps startups refine their message and gain exposure in the MSP community.IT Nation's Community Vision: Sean discusses ConnectWise's goal of becoming the "community of communities" in the IT service provider space. He explains how this approach benefits both vendors and MSPs by creating a more connected and navigable ecosystem.Impact on Participating Vendors: The conversation highlights the significant growth experienced by Pitch It participants, including increased website traffic, demo requests, and revenue. Sean shares success stories and statistics demonstrating the program's effectiveness.Why Listen: This episode provides valuable insights into the IT service provider ecosystem and how programs like PitchIT are driving innovation and growth. Listeners will gain a deeper understanding of the challenges faced by IT startups and the opportunities available through community-driven initiatives.=== LinksConnectWise (https://www.connectwise.com/)IT Nation (https://www.connectwise.com/theitnation)Senteon (https://www.senteon.com/)Alert Ops (https://www.alertops.com/)Thread (https://www.getthread.com/)CRN (https://www.crn.com/)=== SPONSORSPremier Partner, NetAlly: https://www.itbusinesspodcast.com/netally/Internet Provider, Rythmz: https://www.itbusinesspodcast.com/rythmzProduction Gear Partner, Liongard: https://www.itbusinesspodcast.com/liongardDigital Partner, Designer Ready: http://itbusinesspodcast.com/designerready=== MUSIC LICENSE CERTIFICATEItem Title: Upbeat & Fun Sports Rock LogoItem URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UETItem ID: CSR3UETAuthor Username: AlexanderRufireLicensee: Marvin BeeRegistered Project Name: IT Business PodcastLicense Date: January 1st, 2024Item License Code: 7X9F52DNML === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast
undefined
Mar 20, 2025 • 41min

It's Not Always DNS: Solving Complex Network Issues (EP 789)

This episode offers a real-world example of complex IT problem-solving, providing valuable insights for IT professionals facing similar challenges. It also highlights the importance of persistence and thinking outside the box when troubleshooting network issues.Uncle Marv takes us on a journey through a recent IT project that tested his skills and patience. He describes a referral client with an outdated network setup, including a 2012 server, crusty switches, and a mess of cables in a makeshift server "room." The challenge? Upgrading their entire network while working around strict limitations on downtime and access.Uncle Marv walks us through the process of installing new equipment, including an HP server, Synology NAS, and Araknis firewall. However, the real drama unfolds when the client experiences a network outage. What initially seems like a DNS issue turns into a perplexing problem that resists conventional troubleshooting methods.As the story unfolds, we learn about the importance of thorough diagnostics, the challenges of working with price-sensitive clients, and the occasional need to question our assumptions in IT. Uncle Marv's persistence ultimately leads to an unexpected solution, reminding us that in the world of IT, it's not always DNS.=== Actionable Tips:Always have a backup of firewall configurations before making changesConsider using tools like NetAlly for quick network diagnosticsBe prepared to reset and reconfigure network devices as a last resortDocument the entire troubleshooting process for future reference=== Links MentionedFlorida Spring Break Ends with Ear Bitten Off: https://tinyurl.com/59u83e3mASCII Edge: https://events.ascii.com/PAX 8 Beyond: https://www.pax8beyond.com/Synology: synology.comAraknis: araknisnetworks.comSonicWall: sonicwall.com=== SPONSORSPremier Partner, NetAlly: https://www.itbusinesspodcast.com/netally/Internet Provider, Rythmz: https://www.itbusinesspodcast.com/rythmzProduction Gear Partner, Liongard: https://www.itbusinesspodcast.com/liongardDigital Partner, Designer Ready: http://itbusinesspodcast.com/designerready=== MUSIC LICENSE CERTIFICATEItem Title: Upbeat & Fun Sports Rock LogoItem URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UETItem ID: CSR3UETAuthor Username: AlexanderRufireLicensee: Marvin BeeRegistered Project Name: IT Business PodcastLicense Date: January 1st, 2024Item License Code: 7X9F52DNML === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast
undefined
Mar 19, 2025 • 29min

ASCII Edge 2025: Jesse Tuttle AKA Hackah Jak (EP 788)

Uncle Marv welcomes Jesse Tuttle, also known as Hackah Jak, to preview his upcoming keynote at the ASCII Edge tour in Orlando. Tuttle, a former hacker who once topped the FBI and Interpol's most wanted lists, now leads AP2T Labs, a cyber threat research and training company.Tuttle's fascinating backstory unfolds as he recounts his journey from a curious 14-year-old hacker in 1994 to initiating what the New York Times called the "first hacker world war" in 2001. This event caused over $2 billion in damages and led to his recruitment by the FBI as an intelligence asset.The conversation takes unexpected turns as Tuttle reveals how he learned to build databases by hacking banks and used NASA connections to distribute pirated software. He emphasizes that not all hackers are motivated by financial gain, highlighting the importance of understanding diverse threat actor profiles.Tuttle also discusses his company's innovative use of AI and machine learning in analyzing user behavior, mentioning their patent-pending technologies rooted in his past experiences as a threat actor.The episode provides valuable insights into the hacker mindset, the evolution of cyber threats, and the critical need for up-to-date cybersecurity awareness training. Tuttle's unique perspective as a former hacker turned defender offers listeners a rare glimpse into both sides of the cybersecurity battlefield.=== LINKS FROM THE SHOWWatch the video here: https://www.youtube.com/watch?v=WKedVeWcEScASCII Edge 2025 - https://events.ascii.com/AP2T Labs - https://www.ap2tlabs.com/Wikipedia - https://en.wikipedia.org/wiki/Jesse_Tuttle=== SPONSORSPremier Partner, NetAlly: https://www.itbusinesspodcast.com/netally/Internet Provider, Rythmz: https://www.itbusinesspodcast.com/rythmzProduction Gear Partner, Liongard: https://www.itbusinesspodcast.com/liongardDigital Partner, Designer Ready: http://itbusinesspodcast.com/designerready=== MUSIC LICENSE CERTIFICATEItem Title: Upbeat & Fun Sports Rock LogoItem URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UETItem ID: CSR3UETAuthor Username: AlexanderRufireLicensee: Marvin BeeRegistered Project Name: IT Business PodcastLicense Date: January 1st, 2024Item License Code: 7X9F52DNML === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast
undefined
Mar 13, 2025 • 1h 1min

Boost MSP Profits with Better Communication (EP 787)

Why ListenThis episode offers a wealth of practical advice for MSP owners looking to improve their customer relationships and boost profitability. Listeners will gain insights into soft skills training, accurate time tracking, and understanding business costs, all crucial elements for running a successful MSP.Main TopicsUncle Marv welcomes back Melissa Hockenberry from First Things First Training and Consulting. They dive deep into the challenges faced by MSPs in customer retention and profitability. Melissa emphasizes the importance of soft skills for technical teams and provides practical advice on improving customer interactions.The conversation covers various topics, including time tracking, calculating burden rates, and understanding the true costs of running an MSP business. Melissa shares insights on educating team members about the importance of profitability and how it affects everyone in the company.Uncle Marv also announces an upcoming Profit Builders Peer Group, offering valuable sessions on building wealth and improving business operations for MSP owners. The episode concludes with the entertaining Florida Man segment, featuring bizarre stories from the Sunshine State.Customer Empathy and Soft Skills: Melissa discusses the importance of teaching technical teams relational skills and empathy to improve customer interactions. She provides practical tips for MSPs to enhance their customer service approach.Profitability and Time Tracking: The conversation delves into the critical aspects of tracking time accurately and understanding the true costs of running an MSP business, including calculating burden rates and considering all expenses.Employee Education and Motivation: Melissa and Uncle Marv explore the importance of educating team members about profitability and how to motivate them through bonus structures and transparent communication.Upcoming Events and Opportunities: Uncle Marv announces the Profit Builders Peer Group and Melissa's upcoming webinar on customer retention efforts, providing listeners with valuable resources for improving their businesses.Companies, Products, and Links Mentioned:First Things First Training and Consulting: https://ftftac.com/Florida man punches police horse: https://tinyurl.com/bdz3r8sjProfit Builder Peer Group: https://www.itbusinesspodcast.com/profit/Melissa's Webinar - Taking Inventory of Customer Retention Efforts: https://tinyurl.com/4er9nhnzMy Visit to the Florida Man Games: https://www.youtube.com/watch?v=LQVeqJVGh98&t=3242s=== SPONSORSPremier Partner, NetAlly: https://www.itbusinesspodcast.com/netally/Internet Provider, Rythmz: https://www.itbusinesspodcast.com/rythmzProduction Gear Partner, Liongard: https://www.itbusinesspodcast.com/liongardTravel Partner, Bvoip:Digital Partner, Designer Ready: http://itbusinesspodcast.com/designerready=== MUSIC LICENSE CERTIFICATEItem Title: Upbeat & Fun Sports Rock LogoItem URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UETItem ID: CSR3UETAuthor Username: AlexanderRufireLicensee: Marvin BeeRegistered Project Name: IT Business PodcastLicense Date: January 1st, 2024Item License Code: 7X9F52DNML === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast
undefined
Mar 11, 2025 • 15min

Danny Jenkins: ThreatLocker's Iron Man on Innovation (EP 786)

Why Listen?This episode offers a behind-the-scenes look at the innovative mindset driving ThreatLocker's success. You'll gain insights into the latest advancements in Zero Trust security, understand how to leverage data for better decision-making, and learn how ThreatLocker caters to both MSPs and enterprise clients. Plus, you'll hear an entertaining story about an Iron Man suit and a charity auction!ThreatLocker InsightsDanny highlights Insights as a personal project, emphasizing its ability to improve all of ThreatLocker's products by providing visibility into false positives, inefficient ring-fencing policies, and early detection of updates.MSP vs. Enterprise FocusThe discussion explores ThreatLocker's approach to serving both MSPs and enterprise clients, acknowledging the different integration needs while emphasizing that the fundamental security principles remain the same.The Zero Trust JourneyDanny reflects on his early days in IT and how his desire to make things better led him to the Zero Trust world, driven by a passion for continuous learning and a vision for world-changing impact.Companies, Products, and Books MentionedThreatLocker: https://www.threatlocker.com/Kaseya: https://www.kaseya.com/ConnectWise: https://www.connectwise.com/NinjaOne: https://www.ninjaone.com/Splunk: https://www.splunk.com/ServiceNow: https://www.servicenow.com/=== SPONSORSPremier Partner, NetAlly: https://www.itbusinesspodcast.com/netally/Internet Provider, Rythmz: https://www.itbusinesspodcast.com/rythmzProduction Gear Partner, Liongard: https://www.itbusinesspodcast.com/liongardDigital Partner, Designer Ready: http://itbusinesspodcast.com/designerreadyTravel Partner, TheatLocker: https://www.threatlocker.com/=== MUSIC LICENSE CERTIFICATEItem Title: Upbeat & Fun Sports Rock LogoItem URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UETItem ID: CSR3UETAuthor Username: AlexanderRufireLicensee: Marvin BeeRegistered Project Name: IT Business PodcastLicense Date: January 1st, 2024Item License Code: 7X9F52DNML === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast
undefined
Mar 11, 2025 • 16min

ThreatLocker: Mac Security with Slava Konstantinov (EP 785)

Why Listen?This episode offers a unique perspective on Mac security within a business context. Slava’s insights into nation-state attacks, combined with practical advice on hardening your systems, make this a must-listen for any IT professional or business owner concerned about cybersecurity. Learn about the latest ThreatLocker features for Mac OS and how to implement a zero-trust security model to protect your organization from evolving threats.Main HighlightsIn this episode, Uncle Marv chats with Slava Konstantinov from ThreatLocker about the world of Mac security in the enterprise environment. Slava shares his journey from a Windows-centric background to becoming ThreatLocker’s Mac OS guru, highlighting the unique challenges and security considerations of the Apple ecosystem.Mac Security in the EnterpriseSlava explains the differences in security approaches between Mac and Windows, particularly around permissions and user access. He highlights how tools like MDM can help manage these permissions in enterprise environments and make the user experience more seamless.Slava's Journey into CybersecuritySlava recounts his early experiences dealing with Windows malware and adware, which ultimately led him to embrace the Mac platform. He discusses his transition into cybersecurity and his current role at ThreatLocker, focusing on Mac OS development and security solutions.Nation-State Cybersecurity ThreatsSlava shares insights into the growing threat of nation-state actors targeting businesses and critical infrastructure. He discusses how these sophisticated attackers use zero-day vulnerabilities to infiltrate systems and remain undetected, emphasizing the need for robust security measures.ThreatLocker Product Updates for MacSlava discusses the latest ThreatLocker product updates and their availability for Mac OS, including web control, user store, and patch management. He highlights the company's commitment to providing comprehensive security solutions across both Windows and Mac platforms.Applying the AdviceListeners can immediately apply Slava's advice by reviewing their current security settings on both Windows and Mac devices. Businesses should consider implementing a zero-trust security model and providing cybersecurity training for employees. Additionally, exploring tools like ThreatLocker can provide an extra layer of protection against sophisticated threats.=== SPONSORSPremier Partner, NetAlly: https://www.itbusinesspodcast.com/netally/Internet Provider, Rythmz: https://www.itbusinesspodcast.com/rythmzProduction Gear Partner, Liongard: https://www.itbusinesspodcast.com/liongardDigital Partner, Designer Ready: http://itbusinesspodcast.com/designerreadyTravel Partner, TheatLocker: https://www.threatlocker.com/=== MUSIC LICENSE CERTIFICATEItem Title: Upbeat & Fun Sports Rock LogoItem URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UETItem ID: CSR3UETAuthor Username: AlexanderRufireLicensee: Marvin BeeRegistered Project Name: IT Business PodcastLicense Date: January 1st, 2024Item License Code: 7X9F52DNML === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast
undefined
Mar 8, 2025 • 42min

MSP Marketing: Personal Branding with Lisa Shorr (EP 784)

Why Listen?This episode provides MSP owners and managers with a fresh perspective on how to leverage branding and communication to drive business growth. You'll learn practical tips to improve client relationships, increase retention, and create a company culture that values every interaction. Lisa’s insights will help you transform your MSP from a vendor to a trusted advisor, unlocking new opportunities for revenue and growth.The Importance of Personal BrandingLisa emphasizes that personal brands within an MSP build the corporate brand. It's about more than just technical skills; it's about how your team interacts with clients and builds trust.Turning Soft Skills into Hard CashLisa explains that investing in soft skills and communication isn't just about being nice, it's about retaining clients and growing revenue. The lifetime value of a client far outweighs the cost of improving your team's people skills.The Engineer's Role in MarketingDiscover how your engineers can become powerful allies in the sales process by planting seeds of concern and offering recommendations based on their trusted relationships with clients.Companies, Products, and Books MentionedShorr Success: https://shorrsuccess.com/Secure Future Tech Solutions: https://www.securefuturetech.com/Your Brand Unleashed (book): https://amzn.to/3QTkMkGCustomers for Life by Carl Sewell (book): https://amzn.to/4bxoxWs=== SPONSORSPremier Partner, NetAlly: https://www.itbusinesspodcast.com/netally/Internet Provider, Rythmz: https://www.itbusinesspodcast.com/rythmzProduction Gear Partner, Liongard: https://www.itbusinesspodcast.com/liongardDigital Partner, Designer Ready: http://itbusinesspodcast.com/designerready=== MUSIC LICENSE CERTIFICATEItem Title: Upbeat & Fun Sports Rock LogoItem URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UETItem ID: CSR3UETAuthor Username: AlexanderRufireLicensee: Marvin BeeRegistered Project Name: IT Business PodcastLicense Date: January 1st, 2024Item License Code: 7X9F52DNML === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast
undefined
Mar 7, 2025 • 48min

MSP Marketing Made Easy (EP 783)

Uncle Marv welcomes back Paul Green, founder of MSP Marketing Edge, to discuss simple marketing strategies that can help MSPs attract new clients and grow their business. Paul shares how he has clarified and simplified his mission over the last year, focusing on how effective marketing can transform an MSP owner's lifestyle, reducing work hours and increasing personal time. Paul introduces his three-step lead generation system designed to help MSPs generate more leads and acquire new clients consistently. He emphasizes the importance of building audiences, growing relationships, and converting those relationships into paying customers. Paul also touches on leveraging AI tools to enhance marketing efforts, while still maintaining a personal and human touch to avoid generic content.Main Topics Covered:1. The Three-Step Lead Generation SystemPaul breaks down his six-word marketing strategy: Build Audiences, Grow Relationships, Convert Relationships. He explains how MSPs can implement this system to simplify their marketing efforts and achieve consistent lead generation.2. Building Your AudiencePaul emphasizes the importance of identifying and building audiences on platforms like LinkedIn and email databases. He shares practical tips for connecting with potential clients, gathering email addresses, and leveraging LinkedIn Sales Navigator.3. Content Marketing and Relationship BuildingContent marketing is still a highly effective method when trying to build a strong relationship with your audience. Instead of marketing campaigns, Paul suggests setting up a marketing system. It has to be a system where you are consistently showing up and providing quality and engaging content.4. Leveraging AI in MarketingPaul discusses how to use AI tools like ChatGPT and Perplexity to enhance marketing efforts, conduct research, and personalize content. He also warns against relying solely on AI-generated content and emphasizes the importance of maintaining a human touch and unique personality.5. Converting Relationships into ClientsPaul shares the best (but slightly hardest) way to convert your audience into clients is through relationship-building calls. He suggests hiring a back-to-work mom as an in-house caller who can connect with potential clients, gather information, and schedule appointments.Why Listen?This episode provides a clear, actionable roadmap for MSPs looking to improve their marketing efforts and grow their businesses. Paul's simplified three-step system and practical advice on leveraging AI and content marketing offer valuable insights for MSPs of all sizes.Resources Mentioned:MSP Marketing Edge: https://www.mspmarketingedge.com/MSP Marketing Start Here (Book): Amazon, AudibleHubSpot:https://www.hubspot.com/ActiveCampaign:https://www.activecampaign.com/MailerLite:https://www.mailerlite.com/MailChimp:https://mailchimp.com/Perplexity AI: https://www.perplexity.ai/ChatGPT:https://chat.openai.com/Hemingway Editor: http://www.hemingwayapp.com/American Bar Association (ABA): https://www.americanbar.org/=== SPONSORSPremier Partner: NetAllyInternet Provider: RythmzProduction Gear Partner: LiongardDigital Partner: Designer Ready=== MUSIC LICENSE CERTIFICATEItem Title: Upbeat & Fun Sports Rock LogoItem URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UETItem ID: CSR3UETAuthor Username: AlexanderRufireLicensee: Marvin BeeRegistered Project Name: IT Business PodcastLicense Date: January 1st, 2024Item License Code: 7X9F52DNML === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast
undefined
Mar 6, 2025 • 60min

Reduce Security Costs with HacWare (EP 782)

deep dive into cybersecurity with Tiffany Ricks of HacWare. Tiffany shares her unique journey from aspiring NBA star to ethical hacker, and how those experiences shaped her innovative approach to cybersecurity training.The conversation tackles the shortcomings of traditional phishing simulations, which often rely on outdated templates that fail to engage users. Tiffany explains how HacWare leverages AI to personalize training content, using real-time data from actual cyberattacks to keep users on their toes. Plus, Tiffany shares insights into the Google for Startups program, her company's partnership with ConnectWise and Pax8, and her passion for building a business that goes the distance. She also touches on the importance of diversity in tech and the unique perspectives it brings to problem-solving!Main Topics Covered:The Problem with Traditional Cybersecurity Platforms: Traditional cybersecurity platforms are outdated and don't evolve with how people learn today, resulting in low engagement and ineffectiveness.HacWare's AI-Driven Approach: HacWare uses AI to personalize phishing simulations and training modules, leveraging real-time data from attacks to create relevant and engaging content.Reducing Cybersecurity Training Costs: HacWare helps companies reduce costs by automating training processes, minimizing the time spent by IT teams on manual tasks, and preventing costly security incidents.Diversity in Tech: Having a diverse team brings broader perspectives and innovative solutions, which is essential for business success in the tech industry.Why Listen?Stay Ahead of Cyber Threats: Learn how to adapt your cybersecurity strategy to combat evolving phishing techniques.Optimize Training Efforts: Discover how AI-powered personalization can increase user engagement and improve training outcomes.Gain a Fresh Perspective: Hear Tiffany's insights on leadership, diversity, and building a successful tech company.Companies, Tools, Books, and Websites Mentioned:HacWare:https://www.hacware.com/Florida Man Swallows $770k Tiffany Earrings: https://tinyurl.com/4chuxsnuPax8:https://www.pax8.com/ConnectWise: https://www.connectwise.com/Sherweb: https://www.sherweb.com/Microsoft 365: https://www.microsoft.com/en-us/microsoft-365Google Workspace: https://workspace.google.com/=== SPONSORSPremier Partner: NetAllyInternet Provider: RythmzDigital Partner: Designer ReadyProduction Gear Partner: Liongard=== MUSIC LICENSE CERTIFICATEItem Title: Upbeat & Fun Sports Rock LogoItem URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UETItem ID: CSR3UETAuthor Username: AlexanderRufireLicensee: Marvin BeeRegistered Project Name: IT Business PodcastLicense Date: January 1st, 2024Item License Code: 7X9F52DNML === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast
undefined
Mar 5, 2025 • 32min

Transforming Your Money Mindset with Profit First (EP 781)

Uncle Marv welcomes back Shannon Simmons, a Profit First professional, to discuss how IT professionals and MSPs can improve their businesses with the Profit First system. Shannon shares her personal tax issue story and how it led her to Profit First. They debunk common myths about the system, such as the misconception that having multiple bank accounts is too much work. Shannon introduces the "Embodied CFO" concept, which helps business owners understand their relationship with money and overcome limiting beliefs. They also discuss Profit First-friendly banks like Relay Bank and resources available for implementing the system effectively.Profit First Basics: Shannon recaps the Profit First system, emphasizing that it’s applicable to any business, not just MSPs.Tax Issue Stories: Marv and Shannon share their personal tax issue experiences and how these challenges led them to adopt better financial management practices.Myths About Profit First: They debunk myths such as more bank accounts equals more work and setting up automatic transfers is a "set it and forget it" system.Profit First Friendly Banks: Discussion about banks like Relay Bank that facilitate the Profit First system with multiple account setups.The Embodied CFO: Shannon introduces her program to help business owners understand their relationship with money and overcome limiting beliefs.Why Listen?This episode offers practical advice and insights on how to implement the Profit First system effectively. You’ll learn how to manage your business finances with less stress and gain a better understanding of your money mindset, leading to improved profitability and financial stability. Whether you're a seasoned MSP or just starting, this episode provides actionable steps to transform your business finances.Companies, Tools, Books, and Websites MentionedFit for Profit: https://fitforprofit.com/Relay Bank (Sign up here): https://fitforprofit.com/relayRelay Bank (Website): https://relayfi.com/Profit First Book by Mike Michalowicz: https://amzn.to/4kF4sSz=== SPONSORSPremier Partner: NetAllyInternet Provider: RythmzDigital Partner: Designer Ready=== MUSIC LICENSE CERTIFICATEItem Title: Upbeat & Fun Sports Rock LogoItem URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UETItem ID: CSR3UETAuthor Username: AlexanderRufireLicensee: Marvin BeeRegistered Project Name: IT Business PodcastLicense Date: January 1st, 2024Item License Code: 7X9F52DNML === Show InformationWebsite: https://www.itbusinesspodcast.com/Host: Marvin BeeUncle Marv’s Amazon Store: https://amzn.to/3EiyKoZBecome a monthly supporter: https://ko-fi.com/itbusinesspodcast

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode