『Creative Agency Success Show』のカバーアート

Creative Agency Success Show

Creative Agency Success Show

著者: Summit Virtual CFO by Anders
無料で聴く

今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

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.© 2026 Creative Agency Success Show マネジメント・リーダーシップ リーダーシップ 経済学
エピソード
  • Why Most Webinars Fail to Convert and the Two-Step Signup Fix That Changes Everything with Logan Lyles
    2026/04/21

    You put in the work to plan a webinar and still walk away with no sales calls booked, no pipeline, and no clear path forward.

    In this episode, Logan Lyles, Founder of DemandShift, shares his proven webinar strategy for B2B service-based businesses that want to generate leads, book sales calls, and build pipelines without turning their webinars into a hard sell. You’ll learn how to fix the two biggest webinar mistakes, the registration rut and the conversion cliff, and how a two-step signup process helped Logan 5X his conversion rate from webinar registrants to booked sales calls. This episode gives you a clear, actionable framework for turning your next webinar into a real lead generation engine.

    Key takeaways:

    • Avoid the two webinar killers. Knowing which problem you have is the first step to fixing your webinar strategy.
    • Use the two-step signup process to capture leads before the event. The two-step signup process captures interest right at registration.
    • Make your CTA outcome-based, not ask-based. Framing your call to action around a clear outcome dramatically improves results.
    • Design your survey to qualify and disqualify leads. Post-registration survey separates your ideal clients from those who aren’t ready yet.
    • Balance brand and demand in every webinar. Your webinar should educate and build trust, but it also needs to drive pipeline.

    Tune in now to ▶️The Pricing Strategy That Unlocks Real Profit Growth with Logan Lyles.

    Find more podcast episodes on our website: anderscpa.com/learn/podcasts/

    Episode resources:

    ● Anders Virtual CFO website: anderscpa.com

    ● Love our content? Sign up for our newsletter: https://anderscpa.com/learn/

    ● Check out the Virtual CFO Playbook Course:

    https://anderscpa.com/virtual-cfo-services/vcfo-playbook/

    Quotes

    -Logan Lyles: “If your CTA and the prompt you’re giving someone to take the next step is only during the live event, you’re missing 65% of your swings.”

    -Jody Grunden: "Webinars can educate your audience while also creating real opportunities for leads and clients."

    Logan Lyles is the Founder of DemandShift, where he helps B2B brands turn underperforming webinars into consistent revenue drivers. After struggling with low conversions early in his career, Logan rebuilt his approach and increased webinar-driven sales calls by 5X. Today, he specializes in aligning content, offers, and conversion strategy to drive real pipeline. His Webinar Fast Track framework focuses on creating clear next steps that translate attention into profit.

    Website: https://demandshift.co/ , https://demandshift.co/prompt

    LI: https://www.linkedin.com/in/loganlyles/

    FB: https://www.facebook.com/logan.lyles.96/

    DemandShift

    LI: https://www.linkedin.com/company/demandshift/

    The Creative Agency Success Show helps service-based business owners master the financial side of growth. Hosted by Jamie Nau, Director of Virtual CFO Services/

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    34 分
  • How to Systemize Your Business and Multiply Impact with Kenny Harper
    2026/04/07

    When your processes are structured and your team knows what to do next, you gain time and improve performance.

    In this episode, Kenny Harper, Growth Coach at Growth Amplifiers, shares how to systemize your business, simplify operations, and multiply impact using scalable systems, repeatable processes, and a proven framework. You’ll learn how to move from custom work to standardized workflows, shift from service provider to trusted advisor, improve client relationships, build a coaching culture, and scale your service-based business without losing control or quality.

    You’ll also hear how Jody was featured on the Growth Amplifiers podcast, where deeper insights on building and scaling a successful firm are shared.

    Key takeaways:

    • Shift from service provider to advisor. Focusing on transformation increases value and improves client retention.
    • Build a coaching culture inside your team. Encouraging questions and solutions reduces bottlenecks.
    • Put the right people in the right roles. Aligning strengths with responsibilities leads to better performance.
    • Follow a clear system for scaling. From vision to diagnosis, each step builds consistency and growth.
    • Co-create solutions with clients. Working together to choose the best path leads to better decisions.

    Tune in the full episode of ▶️How to Systemize Your Business and Multiply Impact with Kenny Harper.

    Find more podcast episodes on our website: anderscpa.com/learn/podcasts/

    Episode resources:

    ● Anders Virtual CFO website: anderscpa.com

    ● Love our content? Sign up for our newsletter: https://anderscpa.com/learn/

    ● Check out the Virtual CFO Playbook Course:

    https://anderscpa.com/virtual-cfo-services/vcfo-playbook/

    Quotes

    -Kenny Harper: “A clear, documented plan strengthens both execution and client alignment."

    -Jody Grunden: "Scale comes from systemizing most of your work while keeping flexibility where it matters."

    Kenny Harper is a Growth Coach at Growth Amplifiers, helping service-based business owners systemize their operations and scale without burnout. Drawing from his experience building and running a marketing agency, Kenny now guides leaders to simplify complexity and focus on what truly drives impact. Through his Amplified Growth System, he helps firms align vision, team, and execution to create consistent, scalable results.

    Website: https://kennyharper.rocks/

    LI: https://www.linkedin.com/in/kennyharper/

    FB: https://www.facebook.com/kenny.w.harper/

    IG: https://www.instagram.com/kennywharper/

    X: https://x.com/KennywHarper

    Growth Amplifiers

    LI: https://www.linkedin.com/company/growthamplifiers/

    The Creative Agency Success Show helps service-based business owners master the financial side of growth. Hosted by Jamie Nau, Director of Virtual CFO Services/ Virtual

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    41 分
  • Why Most Service Businesses Struggle to Grow Profitably with Al Zdenek
    2026/03/24

    Growth can feel lighter when your business starts working with you, not against you.

    In this episode, Al Zdenek, Executive Chair of CakeClub, breaks down why most service-based businesses struggle with profitability, cash flow management, financial planning, and sustainable growth. You learn how to manage cash flow, build cash reserves, improve pricing, make better financial decisions, and align your business goals with your personal financial goals. The focus is on profit strategy, cash flow systems, financial clarity, business growth, and building a service business that supports your lifestyle and long-term wealth.

    Key takeaways:

    • Cash flow is the foundation of survival. Most businesses fail because they do not track or manage cash flow properly.
    • Breaking even is not enough. Break-even as covering expenses, paying yourself, and covering taxes.
    • Build strong cash reserves and backup plans. Having 2 to 6 months access to lines of credit can protect your business during uncertainty.
    • Pay yourself and diversify. Taking money out of your business reduces risk and increases long-term security.
    • Use other people’s money strategically. Partnerships, private funding, and creative financing can support growth without draining your cash.

    Tune in to the full episode of ▶️ Why Most Service Businesses Struggle to Grow Profitably with Al Zdenek.

    Find more podcast episodes on our website: anderscpa.com/learn/podcasts/

    Episode resources:

    ● Anders Virtual CFO website: anderscpa.com

    ● Love our content? Sign up for our newsletter: https://anderscpa.com/learn/

    ● Check out the Virtual CFO Playbook Course:

    https://anderscpa.com/virtual-cfo-services/vcfo-playbook/

    Quotes

    -Al Zdenek: "Breaking even means covering expenses, paying yourself, handling taxes, and saving for the future."

    -Jamie Nau: "Cash is the first thing we look at. Understanding reserves is critical for every business."

    Al Zdenek is the Executive Chair of CakeClub and a seasoned entrepreneur with over 40 years of experience in wealth management and business growth. He is the bestselling author of Master Your Cash Flow and Master Your Business Cash Flow, where he teaches how to grow profitable businesses while living the life you want now.

    Website: https://alzdenek.com/

    LI: https://www.linkedin.com/in/albertjzdenek/

    FB: https://www.facebook.com/albertjzdenek/

    X: https://x.com/alzdenek

    YT: https://www.youtube.com/channel/UCXCYeD34e-PybZQHwIvmLCA


    CakeClub

    Website: https://www.cakeclubapp.com/

    FB: https://www.facebook.com/people/Cakeclub/61571930199558/

    LI: https://www.linkedin.com/company/cakeclubapp/

    IG:

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    35 分
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