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Unlock the secrets to transforming your business with Stewart Ervin, the mastermind behind Bracket Management. From launching a fence company at just 16 to becoming a distinguished fractional CFO, Stewart shares his journey and pivotal moments that shaped his career. You'll learn how he rebranded his company in 2019 and leveraged hands-on experience in various roles to become a sought-after business turnaround expert, specifically for manufacturing firms with revenues between $9m to $15 million.

Ever wondered how to attract clients without relying on referrals? This episode is packed with practical strategies for firms with limited marketing budgets. We delve into the challenge of educating potential clients on the need for fractional CFO services, often before they realize it themselves. Stewart shares his experiences as an operational-leaning CFO, using LinkedIn cold outreach, offering free resources, and targeting the right demographic to gradually build a strong client base.

Stewart also discusses the power of LinkedIn for business growth and client acquisition. Learn about the importance of consistent posting and value-driven content, along with complementary methods like public speaking and local networking events. We wrap up with an insightful discussion on value-based pricing, where Stewart explains how to ensure clients receive a significant return on their investment. Discover the key to client retention through hands-on engagement and regular feedback, and understand why it’s crucial to differentiate yourself as a fractional CFO. Don't miss out on Stewart's invaluable advice for achieving long-term success.

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Unlock the secrets of unparalleled business growth and discover the principles that drive success with our special guest, John, a trailblazer in the tax and franchise industry. Prepare to be inspired as John reveals his incredible 55-year journey, from humble beginnings at H&R Block to the creation of billion-dollar giants like Jackson Hewitt and Liberty Tax. Learn about the challenges he overcame in computerizing taxes in the early '80s, his strategic expansion into Canada, and his newest venture with Loyalty Brands. This episode is a masterclass in business growth, integrity, and innovation.

Ever wondered how to set ambitious goals and achieve them? We break down the art of goal planning and lead generation, offering a blueprint for expanding a tax office network to 9,001 locations over 20 years. Discover the nuances of delegating tasks, ensuring each team member knows their role, and monitoring progress to turn visionary plans into actionable steps. Our discussion on hiring detail-oriented individuals for specific tasks while maintaining a big picture focus provides crucial insights for any aspiring entrepreneur aiming for long-term success.

Marketing impatience can either be a curse or a blessing. John shares his wisdom on balancing impatience with strategic marketing testing, recounting how he salvaged a marketing season through rigorous experimentation. Learn why continuously refining your strategies is key to success. Finally, we explore client attraction methods, offering practical tips for financial professionals seeking to draw high-paying clients. John's invaluable advice will help elevate your business to new heights.

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What if the key to your entrepreneurial success lies in the unexpected? Join us as we chat with Max, the visionary founder of BooXkeeping, who shares his incredible journey from a chance encounter to becoming the go-to bookkeeping service for 98 franchise brands, including big names like Sport Clips and Fast Signs. Max opens up about the serendipitous moment that shaped his business focus and the rollercoaster of launching a bookkeeping franchise at the onset of the COVID-19 pandemic. In a story marked by relentless networking and seizing opportunities, you'll hear how a local franchise show became the game-changer for his business. This episode is brimming with valuable lessons and real-world experiences for anyone looking to navigate the complexities of growing a business from the ground up.

In the latter part of our conversation, Max dives into the nuts and bolts of maintaining a strong organizational culture while expanding through franchising. Learn about the meticulous vetting process for potential franchisees and why aligning with company values is non-negotiable. Max also delves into the strategic shift in marketing post-COVID-19, underscoring the power of SEO and digital presence over traditional media. Hear firsthand the importance of patience in marketing and the trust required to let your strategies unfold. With practical advice and industry insights, this episode offers a masterclass in selective franchising and effective marketing from an industry leader who’s been there and thrived. For more details or to reach out, visit booxkeepingfranchise.com.