エピソード
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Today, Shannon dives into a topic that might seem counterintuitive but could be a game-changer for any business – unscaling. In this episode, Shannon shares a cautionary tale from her own business journey this year, where she set out with the intention to simplify, only to find the real magic in unscaling. She explores why scaling too soon can be detrimental, how eliminating unnecessary barriers can dramatically increase client engagement, and why high-impact, personal touches often outperform automated processes. For early-stage entrepreneurs, this episode is packed with actionable insights on focusing on what truly matters and enhancing the customer experience without burning out.
What you'll hear in this episode:
03:59 Making it easier for clients to meet Shannon.
07:00 Build scalable systems; include personal follow-up calls.
09:35 Achieve growth to scale effectively and strategically.
12:43 Manually handle outreach to stand out effectively.
If you like this episode, check out:
The Analog Advantage
Don't Make This Huge Mistake with Goal Setting
Don’t Stop Playing the Long Game
Want to learn more so you can earn more?
CFO Power Session: https://www.keepwhatyouearn.com/power-sessions
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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As tax season approaches, the urgency surrounding questions about deductible expenses intensifies. Shannon explores the fundamentals of deductions, dispels common misconceptions, and provides valuable insights on how to maximize tax savings. The episode also highlights an upcoming free tax deduction guide that lists over 150 potential deductions for businesses. While the information shared serves an educational purpose and should not be taken as individual tax advice, it aims to empower listeners with the knowledge necessary for making better financial decisions. Get ready to transform the way you handle your business finances. Let’s dive in!
What you'll hear in this episode:
05:20 Defend deductions with confidence, documentation, and preparation.
08:47 Understand risks and defend tax deduction positions effectively.
13:14 Categorize expenses to simplify audits and avoid issues.
14:24 Avoid using 'other' for deductions; be specific.
If you like this episode, check out:
The Analog Advantage
My Key Insight from "10x is Easier Than 2x"
What I Learned from Getting My First Job
Want to learn more so you can earn more?
Transform your small business journey – download the Small Business $tarter Kit here.
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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エピソードを見逃しましたか？
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In this episode, Shannon welcomes guest Lynn Smith to discuss why embracing failure is essential for business success. They delve into common entrepreneurial fears such as failure and imposter syndrome, introducing the "brain bully" concept—an internal voice that undermines confidence. Lynn shares personal strategies for overcoming these fears and managing public scrutiny, including coping with cancel culture.
Listeners will gain insights from Lynn's viral Instagram experience, advice on planning major business steps, and the importance of a consultative board. The episode also touches on the mindset shift needed to regard failure as a growth opportunity and how celebrating small wins can positively impact business outcomes.
Lynn Smith is a National Media Expert and former anchor for NBC News, MSNBC and CNN Headline News. A seasoned speaker and moderator, Lynn uses her voice on stage to discuss some of the most important topics of our time in a thought-provoking way. Currently she advises corporations and individuals on how to tackle their greatest communication challenges, craft a compelling story, and take that message to powerful platforms in the media. Lynn is also the host of StrollerCoaster: A Parenting Podcast created by Munchkin Inc., an author, wife, and mom to 2 young, active boys.
Gain Unstoppable Confidence inside The Boardroom: https://lynnsmithtv.com/boardroom/
All social media platforms: @lynnsmithtvWhat you'll hear in this episode:
03:17 Imposter syndrome: Your brain bully undermines you.
10:40 Assess worst-case scenario; act if acceptable.
15:16 Teaching endurance after failure proves more valuable.
19:06 Daily acts kindness create unique, meaningful impact.
21:05 Embrace problems; mindset shift improves outcomes.
23:38 Focus on successes to outshine small failures.
If you like this episode, check out:
Acquire Cheaper and Better Customers (Financial Priority Formula Part 3)
Simplifying Sales Strategy
Lowering Your Price to Sell More?
Want to learn more so you can earn more?
Download the Money Pro Matchmaker tool here
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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Today’s episode features a dynamic conversation with Lynn Smith, a transformative media and confidence coach, and former news anchor with over 15 years of experience at NBC News, MSNBC, and CNN Headline News.
Shannon dives deep into the art of communication, the challenges many entrepreneurs face in conveying their value, and the power of authenticity and confidence. Lynn shares her personal journey of overcoming public speaking fears, transitioning from journalism to coaching, and the importance of connecting with your audience. Together, they discuss actionable tips and strategies to embrace failure, increase confidence, and effectively communicate your unique value in business.
Whether you're looking to enhance your public speaking skills or improve your sales techniques, this conversation is packed with valuable insights. Don't miss out on Lynn's expertise and Shannon's practical advice—tune in for a transformative discussion that could change the way you communicate your worth.
Lynn Smith is a National Media Expert and former anchor for NBC News, MSNBC and CNN Headline News. A seasoned speaker and moderator, Lynn uses her voice on stage to discuss some of the most important topics of our time in a thought-provoking way. Currently she advises corporations and individuals on how to tackle their greatest communication challenges, craft a compelling story, and take that message to powerful platforms in the media. Lynn is also the host of StrollerCoaster: A Parenting Podcast created by Munchkin Inc., an author, wife, and mom to 2 young, active boys.
Gain Unstoppable Confidence inside The Boardroom: https://lynnsmithtv.com/boardroom/
All social media platforms: @lynnsmithtvWhat you'll hear in this episode:
04:11 Coaches executives: envision audience emotions during presentations.
08:55 Promote free knowledge; value lies in application.
10:17 Explaining taxes in understandable language is vital.
15:25 Entrepreneurs often avoid specifying tangible, concrete purposes.
If you like this episode, check out:
Acquire Cheaper and Better Customers (Financial Priority Formula Part 3)
Simplifying Sales Strategy
Lowering Your Price to Sell More?
Want to learn more so you can earn more?
Download the Money Pro Matchmaker tool here
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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Today, Shannon dives deep into the ever-challenging task of aligning employee expectations with those of the business owner. Shannon shares her personal journey of going from a corporate hiring manager to managing a dynamic team of her own, outlining the surprising complexities of hiring and onboarding in a small business. She discusses the importance of clearly communicating your vision, core values, and expectations to avoid misunderstandings and foster a trusting work environment. Shannon also offers practical strategies on effectively deprogramming old behaviors, emphasizing the why behind tasks, and nurturing a culture of reliability. Whether you’re a seasoned entrepreneur or just starting to build your team, this episode is packed with actionable insights to help you bridge the expectation gap and create a more harmonious and productive workplace.
What you'll hear in this episode:
04:25 Reliability: consistently meeting commitments builds client trust.
08:48 Why ask permission to not work?
11:14 Have trusted person interview candidates, clarify expectations.
If you like this episode, check out:
How to Keep Employees Loyal
Strategies for Managing Remote Teams
Who Do I Ask?
Want to learn more so you can earn more?
Get $50 off your HR audit with People Principles by using code SHANNON50 here.
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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Today, Shannon tackles the topic of tax savings and strategies for entrepreneurs. In this episode, she challenges common perceptions and discusses why not all tax-saving tactics are worth the time and effort. Shannon explores the importance of proactive tax planning to avoid surprises, evaluates popular tax strategies like hiring your kids, and emphasizes the value of focusing on revenue growth over implementing every tax hack. Get ready for valuable insights on how to better manage your business taxes.
What you'll hear in this episode:
04:27 Plan ahead to avoid surprise tax bills.
08:54 $2,800 tax-saving requires setting up payroll.
10:28 Invest time wisely; structural changes often valuable.
15:28 Assess risk tolerance; prioritize energy and time.
18:17 Optimize business structure and activities for profit.
If you like this episode, check out:
Is Hiring A Tax Strategist For You?
Simple S Corp Salary Guide for Beginners
Why You Want to Avoid Tax Extensions
Want to learn more so you can earn more?
CFO Power Session: https://www.keepwhatyouearn.com/power-sessions
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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Today, Shannon discusses her three most expensive business mistakes. Shannon candidly shares her experiences with hiring and overpaying the wrong people, making hasty decisions, and neglecting constant sales efforts. Tune in for valuable insights and practical tips on avoiding these common pitfalls in your own business journey. Whether you're new to entrepreneurship or a seasoned pro, this episode offers lessons you won't want to miss.
What you'll hear in this episode:
03:47 Learn, adapt, identify values from hiring mistakes.
07:33 Pause before deciding; ensure informed, consistent choices.
11:31 Never stop focusing on sales, operations, fulfillment.
If you like this episode, check out:
Expanding Your Worth: Beyond Saving
Mastering Abundance Mindset
Silence These Voices In Order to Succeed
Want to learn more so you can earn more?
Transform your small business journey – download the Small Business $tarter Kit here.
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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In this episode, Shannon delves into the new Beneficial Ownership Information (BOI) reporting requirements, which are essential for nearly all small business owners in the United States.
Shannon is joined by Frank Tumminello, co-founder and CEO of fileforms.com, a leading expert on navigating regulatory requirements. Together, they will break down the critical aspects of BOI reports—from the practical steps of filing and avoiding hefty fines, to the important role CPAs can play and how fileforms.com can streamline the compliance process.
Listeners will gain insights on how to steer clear of penalties and focus on business growth without the burden of administrative tasks. This episode promises valuable information for both seasoned entrepreneurs and those just starting out, ensuring they stay compliant and thrive in the current regulatory landscape.
Frank Tumminello comes from a decade-long background in the financial services and technology industry. Prior to FileForms, he was an investor, acquirer, and value-creation resource in several family-owned, operated financial services, insurance, and healthcare businesses throughout his private equity, corporate development, and investment banking career.
Businesses can take our free quiz to determine if they are a reporting company: https://apps.fileforms.com/boi/qualification
Website: www.fileforms.com
LinkedIn: https://www.linkedin.com/company/fileforms/
What you'll hear in this episode:
03:38 U.S. regulating shell companies to prevent financial crimes.
08:34 Resourceful site, practitioners must spread awareness quickly.
11:20 Misunderstanding about deadlines led to unnecessary urgency.
13:36 When unsure, prioritize over disclosing substantial control.
16:46 Beneficial owners ultimately responsible for reporting compliance.
19:25 FinCEN guidance: Quick initial filing, needs maintenance.
23:14 People need confidence and support with tax submissions.
27:59 States maintain autonomy despite Corporate Transparency Act.
31:02 Filing window shortens from 90 to 30 days.
33:28 File forms simplify compliance, prevent costly penalties.
If you like this episode, check out:
Clearing Constraints in Your Business
Exploring Alternatives to Capital Fundraising for Your Business
Why Is It Hard to Find a Good Tax Pro?
Want to learn more so you can earn more?
CFO Power Session: https://www.keepwhatyouearn.com/power-sessions
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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In today's enlightening discussion, Shannon dives into the crucial topic of cash management and why securing financing before you actually need it can be a game-changer for your business. Drawing from her extensive experience as a CPA and insights from the financial industry, Shannon explains the benefits of establishing a credit history, even for businesses that have thrived without debt. She discusses practical strategies like obtaining a line of credit for future opportunities and emphasizes the importance of building strong relationships with your bank. Whether you're a seasoned entrepreneur or just starting out, this episode will provide valuable advice on how to prepare your business for financial stability and growth. So stay tuned as Shannon breaks down why proactive financing is a smart move for any business owner.
What you'll hear in this episode:
04:47 Consider a line of credit for financial flexibility.
10:10 Explore bank options and consult financial professionals.
If you like this episode, check out:
Maximize Profit and Cash Flow (Financial Priority Formula Part 2)
Expanding Your Worth: Beyond Saving
Mastering Abundance Mindset
Want to learn more so you can earn more?
Download the Money Pro Matchmaker tool here
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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In this episode, Shannon explores how living in Costa Rica for the past four years has profoundly impacted her mindset and approach to both business and life. From shifting away from a hustle-centric mentality to embracing patience and a sense of community, the lessons Shannon has learned have reshaped her perspective. She shares key takeaways from her experiences, discusses the cultural differences that prompted these changes, and provides insights on how these shifts have positively influenced her personal and professional life. Join Shannon as she explores the transformative power of living in a different environment and how it can lead to a more fulfilling, balanced lifestyle.
What you'll hear in this episode:
04:16 Embrace the journey; tasks are perpetually ongoing.
07:49 Be patient, assume good intentions, trust process.
11:28 Be flexible and leave room for unexpected events.
13:37 Community importance for managing stress and burnout.
18:40 Appreciate US conveniences; Costa Rica enhances life.
If you like this episode, check out:
Silence These Voices In Order to Succeed
My 3 Most Expensive Mistakes
How Can You Shake Off Business Boredom and Thrive?
Want to learn more so you can earn more?
Try Kajabi free for 14 days here: https://app.kajabi.com/r/zGmoZA9E/t/tsfmvbq4
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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In this installment, Shannon delves into the fascinating business acumen of global music sensation Taylor Swift. Shannon offers a unique perspective on Taylor Swift's career, exploring how her strategic moves can provide invaluable lessons for entrepreneurs. From playing the long game and handling criticism to evolving her brand and focusing on core strengths, Shannon uncovers key takeaways that can transform any business strategy. Whether you're a Swiftie or not, these insights are sure to inspire and educate. Tune in and discover what Taylor Swift can teach you about business!
What you'll hear in this episode:
03:38 Taylor Swift re-recorded albums after masters sold.
08:25 Forgive without forgetting; find peace internally.
11:25 Turn off notifications after a viral post.
13:38 Focus on one skill for initial success.
16:54 Focus efforts, earn the right to broaden scope.
If you like this episode, check out:
Expanding Your Worth: Beyond Saving
Mastering Abundance Mindset
Silence These Voices In Order to Succeed
Want to learn more so you can earn more?
Join Gusto today and get a $100 Visa Gift Card
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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In this episode, Shannon delves into the often overwhelming world of tax strategy and its true impact on business finances. If you've ever questioned whether you need a tax strategist or simply want to avoid surprise tax bills, this episode is tailor-made for you. Shannon will debunk common myths, highlight the importance of proactive communication with tax professionals, and stress why understanding your financial landscape is more important than chasing every possible deduction. Whether you're an experienced business owner or just starting your entrepreneurial journey, this episode offers valuable insights that could save you thousands and help you scale your business effectively. Get ready to learn and transform your approach to tax planning.
What you'll hear in this episode:
06:38 Don't sacrifice happiness for taxes; prioritize values instead.
10:02 Plan based on tax behavior updates, stress-free.
11:02 Focus on saving discipline and mindset shift.
If you like this episode, check out:
Why You Want to Avoid Tax Extensions
Think Twice Before Forming a Multi-Owner Business
Moving to a Tax-Free State - Worth it?
Want to learn more so you can earn more?
5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on LinkedIn: https://www.linkedin.com/in/shannonweinstein/
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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Today's episode features storytelling expert Mike Ganino, who reveals the secrets to captivating your audience through vivid, relatable narratives. We'll explore the power of non-judgmental messaging, the difference between autobiography and memoir, and how creating impactful scenes can make your communication memorable.
Discover why personal stories are more effective than credentials, how to craft engaging introductions, and the importance of avoiding cognitive overload. Plus, hear about Mike's free storytelling workbook and Shannon's comprehensive business starter kit to elevate your entrepreneurial journey.
Mike Ganino is a culture and storytelling expert who helps leaders communicate, connect, and engage. Author of Company Culture for Dummies and named a top 30 Culture Speaker by Global Guru, Mike combines his experience as a hospitality and tech executive with his improv background to help clients craft impactful stories that drive culture and boost results. He has worked with companies like Uber, US Foods, and Snagajob, and is a faculty member at Heroic Public Speaking. Mike is also the Head Performance Coach for TEDx Cambridge, known for his high-energy keynotes that inspire immediate action.
Website: www.mikeganino.com
Special Offer: www.mikeganino.com/storycraft
What you'll hear in this episode:
04:43 Illustrating points with relatable stories, not literal.
07:18 Be assertive and concise in networking storytelling.
10:00 Use an ing verb and location to engage.
13:36 Worst interview ever turned out surprisingly successful.
17:24 Value is in unique perspectives, not shared knowledge.
20:37 Stand out with genuine, memorable personal details.
23:58 Focus on addressing specific problems, not promotions.
28:10 Audience engagement requires relatable, indirect messaging.
If you like this episode, check out:
Simplifying Sales Strategy
Lowering Your Price to Sell More?
Product or Experience - What is More Important?
Want to learn more so you can earn more?
Transform your small business journey – download the Small Business $tarter Kit here.
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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In today's episode, we have a dynamic conversation with Mike Ganino, an exceptional speaker coach who specializes in helping people harness the power of storytelling and public speaking. Forget everything you thought you knew about public speaking—Mike challenges traditional advice and offers new insights into how you can truly connect with your audience. From memorable tips on enhancing your Instagram bio to unlocking the full potential of your voice and movement, Mike shares it all.
You'll hear about his unique approach and real-life examples that will have you reevaluating how you communicate in business and beyond. Get ready to laugh, learn, and maybe even take a few notes as we explore how to stop over-educating and start truly connecting.
Mike Ganino is a culture and storytelling expert who helps leaders communicate, connect, and engage. Author of Company Culture for Dummies and named a top 30 Culture Speaker by Global Guru, Mike combines his experience as a hospitality and tech executive with his improv background to help clients craft impactful stories that drive culture and boost results. He has worked with companies like Uber, US Foods, and Snagajob, and is a faculty member at Heroic Public Speaking. Mike is also the Head Performance Coach for TEDx Cambridge, known for his high-energy keynotes that inspire immediate action.
Website: www.mikeganino.com
Special Offer: www.mikeganino.com/storycraft
What you'll hear in this episode:
04:07 Success in public speaking is intentional, not instinctive.
07:50 Use pacing, volume, proximity to cue emotions.
11:33 Mike introduced himself rambling at a conference, lesson learned.
16:06 Need video showcasing your personality on camera.
If you like this episode, check out:
Simplifying Sales Strategy
Lowering Your Price to Sell More?
Product or Experience - What is More Important?
Want to learn more so you can earn more?
Transform your small business journey – download the Small Business $tarter Kit here.
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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Today, we are sharing a portion of Shannon’s interview on Lori Harder’s podcast “Earn Your Happy.” In this episode, Shannon and Lori tackle some of the most common myths about financial management for business owners, including the misconception that you only need a tax professional once a year. Shannon sheds light on the significant value a fractional CFO can bring to your business, regardless of its stage. From the importance of good bookkeeping to the strategic oversight that can help you reach your business goals, Shannon's insights are invaluable.
Together, Lori and Shannon explore when and why you should consider hiring a fractional CFO, setting realistic and meaningful financial goals, and why expert advice is essential right from the start. Shannon also shares inspiring stories and practical advice that can help you take charge of your financial journey.
Check out Lori’s podcast, “Earn Your Happy” here.
What you'll hear in this episode:
06:12 Aspiring businesswoman invests in coaching and experts.
07:42 Need guidance to address business blind spots.
12:43 Goal setting for entrepreneurs requires deeper insight.
13:17 Connecting financial plans with meaningful personal goals.
If you like this episode, check out:
Don't Make This Huge Mistake with Goal Setting
Don’t Stop Playing the Long Game
How to Set Goals and KPIs
Want to learn more so you can earn more?
Get $50 off your HR audit with People Principles by using code SHANNON50 here.
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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In this episode, Shannon delves into three key strategies for becoming a better customer to small businesses, inspired by her recent experiences in Costa Rica. Through real-world examples and heartwarming stories from her community, Shannon highlights how to support local businesses during their slow seasons. Whether listeners are small business owners or dedicated patrons, these tips aim to foster stronger relationships and create a thriving business ecosystem.
What you'll hear in this episode:
03:23 Ask where they prefer positive reviews posted.
08:52 Be positive, understanding; people try their best.
11:11 Bulk purchasing can lead to cost savings.
If you like this episode, check out:
Don’t Stop Playing the Long Game
How to Set Goals and KPIs
How You Know You Need a CFO
Want to learn more so you can earn more?
Download the Money Pro Matchmaker tool here
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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In today's episode, Shannon delves into an essential but often overlooked topic: the difference between productivity and profitability. Drawing from personal experience and client stories, Shannon explains why simply working more hours doesn't necessarily translate to higher earnings. She shares actionable advice on prioritizing tasks that generate profit and avoiding common pitfalls like "procrasti-working." Plus, stick around for tips on evaluating your business activities for maximum profitability. Whether you're just starting out or looking to streamline your operations, this episode is packed with valuable insights that will help you focus your energy and boost your bottom line.
What you'll hear in this episode:
05:37 Focus energy on most profitable business activities.
07:28 Prioritize tasks to boost productivity and profitability.
If you like this episode, check out:
Where Are the Best Places to Look to Find Cost Savings?
How to Make Spending Decisions
Are You Overspending on Networking?
Want to learn more so you can earn more?
Join Gusto today and get a $100 Visa Gift Card
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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Today Shannon is joined by special guest John Ray, author of "The Generosity Mindset." In this continuation from the previous episode, they explore the crucial concept of serving to sell. John Ray shares his strategies for articulating value, building confidence in services, and approaching clients with a heart of generosity. He provides insights on differentiating oneself in a crowded market by prioritizing client needs and fostering strong, value-based relationships. The discussion also highlights the importance of balancing generosity with appropriate pricing, and how this balance can lead to long-term success and fulfillment. Get ready to receive actionable advice from John Ray that will elevate your business approach.
John Ray is a consultant and business coach who advises consultants, coaches, attorneys, and other services professionals on what are often their two biggest problems: pricing and business development. John's #1 national best-selling book, The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices, covers topics like value and adopting a mindset of value, pricing your services more effectively, proposals, and essential elements of growing your business. John is also a Studio Owner, Producer, and Show Host with Business RadioX®, and works with business owners who want to do their own podcast. John is the host of North Fulton Business Radio and The Price and Value Journey, and he has hosted and/or produced over 2,200 podcast episodes.
Go to thegenerositymindset.com to learn more about John’s book and to buy it.
Website: www.johnray.co
What you'll hear in this episode:
04:18 Address client's actual problems, not just symptoms.
09:11 Connect clients to solutions, add value efficiently.
11:52 Value clients, discern fit, avoid long-term resentment.
14:39 Understanding client gratitude improves value exchange.
18:15 Quarterly, clients answer two specific, valuable questions.
If you like this episode, check out:
Simplifying Sales Strategy
Lowering Your Price to Sell More?
Product or Experience - What is More Important?
Lowering Your Price to Sell More?
Want to learn more so you can earn more?
CFO Power Session: https://www.keepwhatyouearn.com/power-sessions
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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In today's episode, Shannon delves into the complexities of pricing strategies with John Ray, a seasoned consultant and business coach. John specializes in helping service professionals such as consultants, attorneys, and coaches overcome their biggest challenges: pricing and business development. As the bestselling author of "The Generosity Mindset," he shares invaluable insights on identifying pricing red flags, effectively communicating value, and breaking free from the outdated model of selling time by the hour. Whether listeners are entrepreneurs running handyman businesses, marketers, or professionals looking to optimize their financial strategies, this episode is packed with practical advice on how to price services based on their true value. Join Shannon and John as they explore how to turn business goals into reality with actionable tips and expert insights.
John Ray is a consultant and business coach who advises consultants, coaches, attorneys, and other services professionals on what are often their two biggest problems: pricing and business development. John's #1 national best-selling book, The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices, covers topics like value and adopting a mindset of value, pricing your services more effectively, proposals, and essential elements of growing your business. John is also a Studio Owner, Producer, and Show Host with Business RadioX®, and works with business owners who want to do their own podcast. John is the host of North Fulton Business Radio and The Price and Value Journey, and he has hosted and/or produced over 2,200 podcast episodes.
Go to thegenerositymindset.com to learn more about John’s book and to buy it.
Website: www.johnray.co
What you'll hear in this episode:
03:28 Lacked business resources; passionate about helping others.
08:59 Start by discussing client needs, not selling.
10:14 Service-based businesses struggle with setting initial pricing.
15:14 Intangible value often boosts business owners' ego.
17:03 Judgment-free zone emphasizes clear communication and value.
21:22 Power sessions now results-based, not time-based.
If you like this episode, check out:
Simplifying Sales Strategy
Lowering Your Price to Sell More?
Product or Experience - What is More Important?
Lowering Your Price to Sell More?
Want to learn more so you can earn more?
CFO Power Session: https://www.keepwhatyouearn.com/power-sessions
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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In today's episode, Shannon breaks down the five essential money metrics every business owner and CEO should track. Simplifying the often overwhelming financial landscape, Shannon shares insights on gross margin, net margin, net cash flow, revenue retention, and the LTV to CAC ratio. This episode will equip you with the knowledge to understand these critical metrics, so you can make informed decisions, diagnose business issues, and ultimately drive growth. Stay tuned for actionable tips that can transform how you measure and manage your business finances!
What you'll hear in this episode:
03:48 Compare your gross margin to industry standards.
08:08 Measure net cash flow to increase reserves.
11:22 Measure revenue retention and LTV to CAC ratio.
14:05 Calculate client acquisition cost dividing total spend clients.
16:27 LTV to CAC ratio should be positive.
If you like this episode, check out:
Where Are the Best Places to Look to Find Cost Savings?
How to Make Spending Decisions
Are You Overspending on Networking?
Want to learn more so you can earn more?
Join Gusto today and get a $100 Visa Gift Card
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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