Creative Agency Success Show

By: Summit Virtual CFO by Anders
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  • Summary

  • Has your business scaled beyond $1 million in annual revenue? Do you employ a staff of 20 or more people? If so, you've likely experienced a whirlwind of highs and lows that come with growth. You're not alone in your journey. Since 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, has helped businesses and creative agencies across America and the globe by providing Virtual CFO Services, cash flow management, business tax planning, financial forecasting, and much more. We've also performed hundreds of 401(k) audits and provided CPA firms with accounting outsourcing services and Virtual CFO consulting. This podcast seeks to help service-based business owners dive deep into the financial side of their business to achieve growth and financial success. Tune in bi-weekly as our hosts—Jamie Nau, Director + Virtual CFO, and Jody Grunden, Partner at Anders CPAs + Advisors—interview special guests to share knowledge in the digital and creative agency industry, as well as Jody’s experience as a service-based business owner and entrepreneur.
    2023 Summit Virtual CFO by Anders
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Economics Leadership
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Episodes
  • The Best Strategies for Nurturing Client Relationships with Adam Kurzawa

    The Best Strategies for Nurturing Client Relationships with Adam Kurzawa
    Oct 21 2024

    ”When I think about sales, it's really nurturing relationships and manufacturing opportunities. That is your job all day, every day.” - Adam Kurzawa

    The finer details of this episode:

    • Insights on business development strategies for creative agencies.
    • Emphasis on nurturing existing client relationships for agency growth.
    • Discussion on effective outreach efforts and relationship-building in sales.
    • Importance of hiring for business development roles, focusing on soft skills and industry knowledge.
    • Strategies for identifying growth opportunities within current clients.
    • Challenges and considerations in the hiring process for sales positions.
    • The significance of maintaining personal connections in business.

    Episode Resources:

    • Summit Virtual CFO by Anders website: https://www.summitcpa.net/
    • Love our content? Sign up for our newsletter: https://www.summitcpa.net/summit-newsletter
    • Digital Dollars and Cents: A Virtual CFO’s Playbook to help Digital Companies Create a Financial Roadmap to Success, is now an audio book! Download it here: https://vcfo.summitcpa.net/ddc
    • Connect with Adam here: https://www.linkedin.com/in/adamkurzawa
    • Check out Infinum here: https://infinum.com/

    Timestamps:

    Introduction to the Show (00:00:00)

    Jamie and Jody welcome listeners to "The Creative Agency Success Show," highlighting its purpose for agency owners.

    Friendship and Professional Journey (00:00:35)

    Jody discusses his long friendship with Adam and Adam's professional growth in business development.

    Practical Business Development Insights (00:01:14)

    Jamie emphasizes the practicality of Adam's insights for agencies struggling with business development and sales.

    Discussion on Pipeline and Biz Dev (00:03:33)

    The conversation shifts to building a sales pipeline and strategies to enhance business development.

    The Importance of Existing Clients (00:04:14)

    Adam stresses focusing on upselling and nurturing relationships with existing clients for growth.

    Outbound Marketing Strategies (00:07:41)

    Discussion on effective outbound marketing tactics, emphasizing personalized approaches over traditional methods.

    Manufacturing Opportunities (00:10:37)

    Adam shares ideas on creating memorable events to foster connections and generate new business opportunities.

    Building Relationships for Biz Dev (00:13:09)

    Adam discusses the importance of having advocates within client organizations to facilitate business development.

    Hiring for Growth Roles (00:16:25)

    The speakers discuss key qualities to look for when hiring a strategic growth director for business development.

    Complementary Roles in Sales Teams (00:21:07)

    The idea of having two types of salespeople: hunters and facilitators, to enhance business development.

    Monitoring Sales Performance (00:21:45)

    Importance of regular check-ins and analyzing funnel activity to assess sales performance.

    Referrals and Trust in Sales (00:26:30)

    Discussing how referrals enhance credibility and ease the sales conversation.

    The Ineffectiveness of Cold Calling (00:26:40)

    Critique of cold calling as a sales strategy, emphasizing its challenges and ineffectiveness.

    Text Communication in Sales (00:28:10)

    Advocating for transitioning leads from LinkedIn to more personal communication methods like text.

    Patience in Sales Conversations (00:31:52)

    The importance of patience in conversations and planting seeds for future business opportunities.

    Importance of Business Development (00:40:16)

    Speakers emphasize the need for proactive steps in business development for 2025.

    Contacting Adam (00:40:21)

    Adam shares how listeners can reach him for business discussions.
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    41 mins
  • Using a Forecast for Growth: A 2019 Episode About One Client’s Growth Revisited

    Using a Forecast for Growth: A 2019 Episode About One Client’s Growth Revisited
    Oct 7 2024
    “Having a strong forecasting process really should make it easier to eliminate things—like knowing if the seventh project is really one of the top seven things we need to do to hit our goals.” – Tom Wadelton “When you build a budget, you're creating a plan for the next year, and then things happen. No one really expects a pandemic to happen, but things do happen. The question is, how do you adjust?” – Jamie Nau The finer details of this episode:Importance of dynamic forecasting over static budgetingClient's growth journey and challenges during the pandemicCentralized vs. decentralized decision-making in budgetingRegular conversations about forecasts for informed decision-makingAdapting to new realities and aligning hiring with growth goalsChanges in sales leadership and their impact on business developmentRole of pipeline meetings in assessing demand and resource allocationTransitioning from fractional CFO services to full-time financial leadershipStrategies for prioritizing projects and initiativesReflecting on achievements and the evolution of business practices over time Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/Email us with questions or if you’d like to be a guest on the show: youngcpasuccessshow@anderscpa.comWe’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunitiesCheck out the 2019 episode here: https://www.summitcpa.net/blog/forecasting-for-growth Timestamps:Introduction to the Episode (00:00:00)The host welcomes listeners to the Creative Agency Success Show and sets the context for the episode. Revisiting 2019 (00:00:14)Jamie introduces the "fast forward" episode, referencing a previous discussion about a client's growth in 2019. Client's Growth Overview (00:01:03)Tom provides a recap of the client's financial growth goals and challenges faced in 2019. Impact of the Pandemic (00:02:16)Discussion on how the pandemic affected the client's growth trajectory and forecasting adjustments. Forecasting vs. Budgeting (00:02:31)Jamie emphasizes the importance of dynamic forecasting over static budgeting in uncertain times. Decentralization Mistakes (00:03:16)Tom shares how decentralizing budgeting decisions led to frustration during the pandemic. Importance of Regular Forecast Updates (00:04:02)Discussion on how frequent updates to forecasts can guide business decisions amidst unexpected changes. Centralized Forecasting Lessons (00:05:35)Tom explains the shift to centralized forecasting for better management of growth and hiring. Sales Leadership Changes (00:06:28)The introduction of a new sales leader and their impact on the company's growth strategy. Pipeline Meetings and Forecasting (00:10:02)Jamie discusses the connection between pipeline meetings and forecasting for effective decision-making. Current Status of the Client (00:10:49)Tom provides an update on the client's growth, reaching $23 million by late 2023. Triggers for Hiring a Full-Time CFO (00:11:48)Discussion on indicators that suggest a business needs to transition from fractional to full-time financial leadership. Complexity in Business Decisions (00:12:43)Jamie highlights how increasing complexity in business operations signals the need for dedicated financial expertise. Key Takeaways for Business Owners (00:14:17)Tom shares two crucial lessons from the client's journey: the importance of dynamic forecasting and identifying barriers to growth. The Importance of Focus (00:17:16)Discussion on prioritizing key tasks over numerous less impactful ones for better productivity. Reflecting on Accomplishments (00:17:45)Emphasis on reviewing past achievements to understand growth and progress made over the year. The Elephant Analogy (00:18:15)Using the metaphor of "eating an elephant" to illustrate the need for incremental progress in projects. Challenges in Prioritization (00:18:23)Struggles in limiting focus to essential tasks during planning meetings, despite wanting to add more. Role of Strong Forecasting (00:18:42)How effective forecasting aids in prioritizing projects aligned with top goals, simplifying decision-making. Celebrating Five Years of Podcasting (00:19:01)Reflection on the journey of podcasting over five years and the growth experienced during that time. Nostalgia and Reflection (00:19:18)Revisiting past discussions to appreciate how perspectives and insights have evolved over the years.
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    20 mins
  • Strategies for Business Owners to Leverage Podcast Guest Appearances with Julie Fry

    Strategies for Business Owners to Leverage Podcast Guest Appearances with Julie Fry
    Sep 23 2024
    • Importance of podcasting for business owners
    • Enhancing visibility and credibility through podcast appearances
    • Networking opportunities provided by podcasting
    • Role of podcast guest booking agencies in facilitating appearances
    • Content repurposing strategies for maximizing podcast impact
    • Overcoming imposter syndrome in podcasting
    • Engaging team members in podcasting for brand representation
    • Process of working with a podcast guest booking agency
    • Personal anecdotes and experiences related to travel and confidence
    • Resources for preparing to be an effective podcast guest

    Episode resources:

    • Summit Virtual CFO by Anders website: https://www.summitcpa.net/
    • Love our content? Sign up for our newsletter: https://www.summitcpa.net/summit-newsletter
    • Digital Dollars and Cents: A Virtual CFO’s Playbook to help Digital Companies Create a Financial Roadmap to Success, is now an audio book! Download it here: https://vcfo.summitcpa.net/ddc
    • Connect with Julie here: https://www.linkedin.com/in/fryjulie/
    • Check out Your Expert Guest here: https://yourexpertguest.com/

    Timestamps:

    Introduction to the Episode (00:00:00)

    Overview of the Creative Agency Success Show and its purpose for agency owners.

    Guest Introduction (00:00:15)

    Jamie introduces Julie Fry and shares his experience of missing part of the interview.

    Interview Context (00:00:45)

    Hannah reflects on the fun interview with Julie and her background.

    Podcasting as a Meta Topic (00:01:29)

    Discussion about the episode being focused on podcasting and its benefits.

    Hannah's Passion for Podcasting (00:02:03)

    Hannah expresses her excitement about podcasting and its advantages for business owners.

    Julie's Background (00:03:02)

    Julie shares her journey and the founding of her podcast guest booking agency.

    Genesis of Julie's Business (00:04:51)

    Julie explains how her business idea emerged during the early COVID-19 pandemic.

    Benefits of Podcast Guesting (00:06:57)

    Discussion on how podcast guesting can enhance visibility and referrals for service providers.

    Content Repurposing Importance (00:09:19)

    Julie highlights the value of repurposing podcast content for marketing.

    Overcoming Stage Fright (00:12:04)

    Advice for individuals feeling anxious about speaking on podcasts.

    Mindset Shift for Podcasters (00:12:18)

    Julie encourages focusing on the value of sharing knowledge during podcast interviews.

    Building Confidence Through Affirmations (00:14:16)

    Discussion on using testimonials to boost confidence before podcasting.

    Team Involvement in Podcasting (00:15:28)

    Exploration of how organizations can involve team members in podcasting efforts.

    Developing Personal Brands (00:18:43)

    Discussion on the benefits of employees building personal brands through podcasting.

    Client Engagement Process (00:19:41)

    Julie outlines the typical engagement process with her clients for podcast guesting.

    Podcast Guesting Benefits (00:22:14)

    Discussion on how delegating tasks can save time and increase efficiency for business owners.

    Favorite Vacation Stories (00:23:01)

    Julie shares her favorite vacation experiences, highlighting confidence gained from solo travel and family trips.

    Connecting with Julie (00:25:31)

    Julie provides information on how listeners can connect with her and access helpful resources for podcast guesting.
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    27 mins

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