What do Honeymoons and Strategic Planning Have in Common?

Jessie and Chris were deeply in love and were in the midst of planning their wedding. Most of the wedding details had been finalized. Now it was time to plan for their much-anticipated honeymoon, a journey they had eagerly been looking forward to. Jessie and Chris were both dreamers, each with their own vision of…

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Agency Reaction to CMO Stress

Lately, I’ve found myself in a position where I’m advising more and more marketing agencies. Each agency has its unique set of services and offerings, but one common thread unites them all: the impact of marketing budget cuts over the past year. Particularly, agencies serving the technology and finance sectors have felt the pinch. As…

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Your Agency’s Secret Weapon: The Finance Guru

If you are the owner or leader of a marketing agency, you realize that in today’s data-driven marketing landscape, proving ROI isn’t just important—it’s absolutely crucial. Chief Marketing Officers (CMOs) are under increasing pressure to justify every marketing dollar spent with concrete results. To gain a substantial competitive edge, marketing agencies should strongly consider adding…

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Business Survival Guide: Expect the Unexpected

We all know running a business is a rollercoaster ride with surprises at every turn. While some twists may be thrilling, others can make you want to scream! So let’s talk about how you can be ready for those unexpected changes that can bring your business to a screeching halt. Time to steer clear of…

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Buckle Up for the Future

Buckle up, entrepreneurs! Let’s embark on the most epic road trip of our business lives! Imagine our business hopping into a snazzy convertible, sunglasses on, and a kickass playlist ready to roll. But this isn’t just any road trip – it’s a journey with a definite goal in mind, just like any successful venture should…

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From Living on a Prayer to Strategic Execution

Whoa, we’re half way there. Whoa oh, livin’ on a prayer. Take my hand, we’ll make it, I swear. Whoa oh, livin’ on a prayer. – Jon Bon Jovi     As we reach the halfway mark of 2023, it’s essential for business owners to assess their progress towards the goals they set at the…

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A Fair Family Transition

Recently I worked with a client who was very active in their  business and had no intention of leaving anytime soon. They were not interested in selling the business to a third party; instead, they wanted to pass it along to their child who worked in the business. Their child was very active in the…

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What are you aiming for?

We get so caught up in running our business we forget to take a step back and look at the bigger picture. For many businesses the thought of annual planning conjures up images of long drawn out meetings, complicated analysis and elaborate planning. It doesn’t have to be complicated, but it does take time and…

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Planning for the Unexpected

Did you know that 50% of businesses will transition unexpectedly? No one ever expects bad things to happen, but they do. In business, we often refer to the factors as the 5 D’s: death, divorce, disability, disagreement and disaster. These are the things none of us want to think about but any of these can…

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