Creative Agency Success Show
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.
Episodes
143 episodes
What's a Maturity Model Anyway?
Creative Agency Success Show (Episode 144): “A maturity model isn't a report card, it's about understanding where your decision-making capabilities are.” - Jamie NauIn this episode of The Creative Agency Success Show...
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Episode 144
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24:57
Mastering the Art of Agency Growth: Lessons from Brad Farris
Episode Title:Mastering the Art of Agency Growth: Lessons from Brad FerrisEpisode Summary:In this episode of "The Creative Agency Success Show," hosts engage with Brad Farris from Anchor Advisors, a seasoned expert with ove...
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Episode 143
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33:03
2024 Year in Review
Episode Title: 2024 Year in ReviewEpisode Notes:In our year end wrap up: Jody, Brett, Tom, Hannah, and Jamie share favorite moments from the show, podcasting resolutions and holiday gift wishes. t...
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Episode 142
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37:28
Riding the Entrepreneurial Rollercoaster: Insights from Tom Conlon
Episode Title:Riding the Entrepreneurial Rollercoaster: Insights from Tom ConlonEpisode Summary:In this episode, the hosts engage with Tom Conlon, founder of North Street Creative, to discuss his entrepreneurial journey and...
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Episode 141
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34:37
From Clicks to Conversions: The Power of Retargeting in Digital Marketing with Zaid Ammari
“The good thing about retargeting is that most of the sales don't actually come from people clicking on the ad. They come from people seeing the ad and then either Googling the company or typing in the URL in the browser.” – Zaid Ammari ...
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Episode 140
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35:59
Navigating Mergers and Acquisitions in Creative Agencies with Jonathan Baker
“We try to help the sellers understand what the buyer's long-term vision is, what changes they expect to make, and over what period of time, because all of these things have implications on the business but also on emotions.” – Jonathan Baker
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Episode 138
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28:34
Unlocking Exit Readiness: How to Prepare Your Agency for a Successful Sale with Phil Daniels
“It's never too early to start planning because you never know when that end is going to be. Operate with optimism. There's a lot of activity that's really unprecedented in the industry right now, and I think for the years ahead, it's going to ...
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Episode 137
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36:22
Spooktacular Showdown: A Halloween Movie Draft Special
In this special episode of The Creative Agency Success Show, four speakers with Halloween-themed personas—Jamie Nightmare, Hannah Hexed Hood, Adam Haunted Hale, and Joey Killing Kenny—engage in a lively draft-style discussion about their favori...
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Episode 136
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47:05
The Best Strategies for Nurturing Client Relationships with Adam Kurzawa
”When I think about sales, it's really nurturing relationships and manufacturing opportunities. That is your job all day, every day.” - Adam KurzawaThe finer details of this episode:Insights on business ...
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Episode 135
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40:59
Using a Forecast for Growth: A 2019 Episode About One Client’s Growth Revisited
“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 budg...
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Episode 134
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19:45
Strategies for Business Owners to Leverage Podcast Guest Appearances with Julie Fry
Importance of podcasting for business ownersEnhancing visibility and credibility through podcast appearancesNetworking opportunities provided by podcastingRole of podcast guest booking agencies in facilitating ap...
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Episode 133
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26:35
The Most Essential Tips for Personal Branding on LinkedIn with Donna Serdula
“If you sit down and really make sure that your profile resonates and is truly you, it feels good, and you smile. Ultimately, you become a person who doesn't have to look for a job. Jobs find you. You become a person whose phone rings because t...
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Episode 132
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49:49
"How Can Agencies Achieve Better Alignment Between Sales and Project Management?:" with Rachel Gertz
"Alignment is going in the same direction, fighting for the same things, and looking at the same big picture together.” – Rachel GertzThe finer details of this episode:● Importance of project management and operations in dig...
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Episode 131
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37:57
VCFO Deep Dive: Jason Swenk
“Standing out is great, but conversion is crucial.” – Jason Swenk It’s hard to build a business if you don’t invest in systems.” – Jason Swenk The finer details of this episode:Analysis and insi...
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Episode 130
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32:34
Scale Your Agency and Build a Strong Community with Jason Swenk
“As you're building your business, you're building your agency, you're going to realize that there's some prospects that are just not right. You have to go through that Vegas buffet and get sick and food poisoning because you overate and you at...
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Episode 129
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37:36
VCFO Deep Dive: Beyond HGTV Success featuring Traci Barrett
“After almost 20 years of doing that nonstop, I started to lose myself a little bit. I started to wonder, is this what I want to do for the next chapter of my life? Is there something else out there for me? When I looked around in corporate Ame...
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Episode 128
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43:52
VCFO Deep Dive
Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/Love our content? Sign up for our newsletter:
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Episode 127
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9:00
A Deep Dive into Leadership, Problem Solving, and Team Engagement with J. Scott
“Shifting from advocacy to inquiry is really important, and I think most leaders today are probably advocacy heavy because it's the model that we see most.” – J. Scott The finer details of this episode:
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Episode 126
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33:15
Navigating Digital Marketing Trends: Insights from Industry Events with Hannah Hood
“Clients don’t want to ask us for new ideas; they want us to come to them with new ideas.” Hannah HoodThe finer details of this episode:● Shortening of the sales cycle indicating a positive shift in the industry● ...
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Episode 125
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20:29
Unleashing the Power of Delegation: HR Insights and Leadership Strategies with Vicky Brown
Episode Notes:“Delegation is challenging; it requires a lot of thought process and a lot of preparation. But you shouldn’t try to do everything on your own; use your team. Delegation is about giving them enough informati...
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Episode 124
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34:22
Sales 'Snacks' for Creative Agencies
Sales is the engine of any agency, but oftentimes it's the hardest part to grow and scale when you move from a founder-centric shop to a full marketing organization. The clips in this episode offer some of the best pieces of advice our hosts of...
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Episode 123
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44:14
Pipeline Meetings: Why A CFO Helps Agencies Accelerate Growth with Hannah Hood
“As a little bit of contextual background for our listeners, if you don't already know, as a part of the suite of meetings and services that we offer our clients, we are in what we call our pipeline meeting. During these meetings and throughout...
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Episode 122
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28:45
Digital Agency Growth: From Infancy through Adolescence to Maturity with Karla Santi
“I'm the CEO. I'm not a CFO, but I was acting as one. It was not my favorite part of running a company because math doesn't excite me like it does some of you. I can do it, and I think I did it pretty well. But it was invaluable to be able to h...
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Episode 121
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38:50
Why Attending Events is Good for Business with Jay Owen
“You want to be around people who are better than you – more talented, more experienced; go and soak it in. The places where I find the most growth for myself and my agency is where I’m around other people, and we’re just sharing ideas.” – Jay ...
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Episode 120
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33:28
How Agency Owners Can Work Less and Earn More with Karl Sakas
“When you start the agency, everyone expects you to be the contact. But you probably don't want to do that forever. Maybe initially you delegate implementation work, the subject matter expert stuff, or project management. Then you probably want...
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Episode 119
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37:00