Season 7: Being the Boss: The CEO Edition

084: Niching to Scale with Meredith Moore

February 17, 2020 1 Comment

Meredith Moore isn’t afraid to pivot. As the CEO of Artisan Financial Strategies, she realized she’d have to break free of the traditional financial planning model if she was to realize her dream of scaling and hiring a junior associate. Undeterred by naysayers, she assembled a team of various experts, conducted primary research with academia, and even changed the name of her company. In this episode, Meredith describes the process she underwent to carve out a niche for her business and its positive implications.

Special Guest: Meredith Moore, CEO – Artisan Financial Strategies

Location:  Atlanta, GA  USA

Show Notes:

Meredith C. Moore, Registered Representative, offering securities through NYLIFE SecuritiesLLC, Member FINRA/SIPC, A Licensed Insurance Agency. 1125 Cambridge Square, Suite C, Alpharetta, GA 30009 (770) 587-0281. Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies. Artisan Financial Strategies, LLC, is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither Artisan Financial Strategies, LLC, nor its advisors provide tax, legal or accounting advice.
Related Episodes:
  • Episode 026: Finding Your Niche to Build an Empire with Dee Williams
  • Episode 079: Dissolving Toxic Partnerships with Dr. Lewena Bayer
  • Episode 080: Pivoting into a New Niche with Marco Champion

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083: Downsizing & Rebuilding a Team with Mike Moll

February 9, 2020 0 Comments

When Mike Moll’s social media consultancy grew rapidly, he immediately hired more people. But he soon realized he didn’t have the bandwidth or business infrastructure to scale at the same rate as his clients’ varied requirements. Payroll expenses rose and, eventually, he had to downsize most of the team he built. In this episode, Mike details the specific actions he took to rebuild his team as he fine-tuned his pricing model, simplified and automated key processes, and became stricter about the clients his company works with.

Special Guest: Mike Moll, CEO – Social Media House

Location:  Toronto, ON  CANADA

Show Notes:

  • Content Sessions: Mike’s podcast; soon to be renamed “Market Me” podcast
  • Clarity.fm: an advisory matching firm from Startup.com. This is the site where Mike found a certified pricing coach.
  • AppSumo: never pay full price for software again with this daily deals website.
  • Calendly.com: a free scheduling tool – set 15-minute meetings like Mike.
  • Krisp: a free app that lets you listen and speak without background noise during calls with this noise cancellation service.
  • Check out Mike’s YouTube Channel
Related Episodes:
  • Episode 033: Pricing for Profit with John Ray
  • Episode 042: Automating the Sales Process with Tim Bornholdt
  • Episode 043: Becoming an Online Influencer with Heather Havenwood
  • Episode 066: Diana Wu David’s Pricing Process 

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082: Scaling with SEO with Don Sevcik

February 2, 2020 1 Comment

Have you ever put your business on hiatus so that you could recalibrate?  That’s what Don Sevcik, CEO of MathCelebrity.com, did and it paid off handsomely.  After five years in business, his company reached a plateau of 250k visitors per month.  Although things were going well, there were certain math problems that his site could not solve.  In this episode, Don explains how the decision to take that hiatus led him to not only reach 3.75 million unique visitors but also to solve any math problem in 1/3 of 1 second!

Special Guest: Don Sevcik, CEO – MathCelebrity.com

Location:  Chicago, IL  USA

Show Notes:

  • Free Traffic Frenzy: How to Get 450,000+ Website Visitors: Don’s book.
  • College Prep Confidential: Don’s podcast offering tips for getting into your dream university.
  • Google Sheets: a free, web-based spreadsheet tool for real-time collaboration.
  • Site Search: Google’s internal search monitoring tool that “lets you understand the extent to which users took advantage of your site’s search function, which search terms they entered, and how effectively the search results created deeper engagement with your site.”
  • Google Analytics: a free Google tool that tracks and reports website traffic.
  • Hotjar: a visual heat mapping tool that provides insights about visitors’ behavior and interaction while on your website.
  • Crazy Egg: a visual heat mapping tool providing insights to make your website better by learning what’s working and what isn’t.
  • UserTesting.com: a website that records users as they test or interact with your website giving your access to insights to improve your product/service, messaging, and customer experience.
  • Don’t Make Me Think: A Common Sense Approach to Web and Mobile Usability: a book by Steve Krug.
Related Episodes:
  • Episode 018: How AI Technology Can Scale Your Small Business
  • Episode 030: Connecting Your Software for Maximum Productivity
  • Episode 042: Automating the Sales Process with Tim Bornholdt
  • Episode 048: Automating the Human Resource Compliance Process with Jason Cavness

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081: Outsourcing Core Competencies with Phoebe Cornog

January 26, 2020 0 Comments

“We just made really good money while being on the beach!” exclaimed Phoebe Cornog, CEO and Co-Founder of the Pandr Design Co. She recounted the day she and her business partner realized the impact of outsourcing. Determined to not be starving artists, they cracked the code for cloning their murals without a loss in quality control. In this episode, Phoebe explains how she and her business partner cast their fears of outsourcing aside to meet the growing demand for their services and scale sustainably.

Special Guest: Phoebe Cornog, CEO & Co-Founder – Pandr Design Co. and Ladies Who Paint

Location:  San Diego, CA  USA

Show Notes:

It’s Okay to Be an Artist: Phoebe and Roxy’s TEDx Talk:

Related Episodes:
  • Episode 007: Staffing Up While You Scale Up: Tips for Getting the Help You Need When You Need It
  • Episode 023: Attracting Top Talent to Your Small Business
  • Episode 028: Managing Virtual Teams in a Freelance Economy

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080: Pivoting into a New Niche with Marco Champion

January 19, 2020 3 Comments

Marco Champion thought he’d have to forfeit his dream of being a professional skateboarder when he was struck and run over by a car during his teens. Told he’d never walk again, Marco decided rather than feeling sorry for himself, he’d train his mind to focus on walking again – and succeeded! In this episode, Marco shares how his personal story of triumph led him to create and scale two successful businesses and how, at just 23-years-old, he guides other highly motivated people in moving past obscurity into influencer positions.

Special Guest: Marco Champion, CEO – iLegendz

Location:  San Diego, CA  USA

Show Notes:

Related Episodes:
  • Episode 011: The Benefits of Backpacking on Your Small Business
  • Episode 017: How Traveling Can Lead to Self-Discovery & Business Evolution
  • Episode 026: Finding Your Niche to Build an Empire

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079: Dissolving Toxic Partnerships with Dr. Lew Bayer

January 12, 2020 1 Comment

When Dr. Lewena Bayer and her friend worked in hospitality, they complained to each other about how rude people were.  They never imagined they would start a company to teach civility in the workplace. But nearly 10 years into the business, their partnership would end when Lew learned of her partner’s illegal actions.  In this episode, Lew explains how she retained most of the rights to the company since she had documented the majority of the I.P. Now her company includes over 400 affiliates in 46 countries. Listen to the advice she gives for the value of painstakingly documenting processes and why she says job descriptions are not just “unnecessary paperwork.”

Special Guest: Dr. Lew Bayer, CEO – Civility Experts Worldwide, Inc.

Location:  Winnipeg, Manitoba  CANADA

Show Notes:

Related Episodes:
  • Episode 027: I.P. Protection for Business Processes with Steve Wigmore
  • Episode 044: Leading a Multi-Generational Workforce with Alissa Carpenter
  • Episode 057: The One Thing You Need to Know About Conscious Capitalism with Corey Blake

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