how to scale

084: Niching to Scale with Meredith Moore

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

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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