The Progressive Agency podcast is a resource to help agency owners keep more of what they make. As a CPA, I work with many different business types to put tools in place that build wealth outside of their businesses. Agency owners in particular tend to struggle with this. My goal with The Progressive Agency platform is to provide clarity around tax reduction strategies that agency owners can use to achieve financial success in the long-term. Join The Progressive Agency community to learn new ways you can make your agency scaleable or sellable down the line. Click here to learn more about me.
Episode 70: Communication is Key With Your CPA, with Craig Cody
Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast and The Progressive Agency Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally…
Read More →Episode 69: The #1 Marketing Tool to Attract Right-fit Clients, with Henry DeVries
Henry DeVries is CEO and co-owner of Indie Books International Inc., an Oceanside, CA company he co-founded in 2014, publishing over 150 titles. He works with agency owners, business leaders, and strategic consultants who want to attract more high-paying clients by marketing with a book and a speech by publishing a book they are proud…
Read More →Episode 68: How Agency Owners Can Benefit From Hiring Remote Workers, with Noel Andrews
Noel loves connecting people. Professionally, he runs JobRack.eu, where he helps businesses hire remote team members from Eastern Europe and South Africa. Personally, he loves doing weird and wonderful things to provoke great conversations. The hiring market right now is rough. Finding and retaining top talent is more difficult than it has been in years,…
Read More →Episode 67: Why Agencies Need a TPA to Help Set Up Retirement Plans, with Serena Morse
Serena Morse, CPC, QPA, QKC, QKA, is Co-Owner and CEO of Carpenter Morse Group, a non producing third-party administrator that has provided administrative compliance services for qualified retirement plans nationally for over 45 years. Serena has been a leading consultant and educator in this area of study for over 20 years. She has earned several…
Read More →Episode 66: How HubSpot Makes Agency Owners’ Lives Easier, with George B. Thomas
George is the “Chief HubSpot Helper” owner at George B. Thomas, LLC. George helps companies streamline and grow by using the right HubSpot CRM, marketing, sales, service, operations, and CMS tools. George has more than 30 years of sales & marketing experience and has been using HubSpot since 2012. George is a vault of valuable…
Read More →Episode 65: Tax Credits That Double as Profit Retention Tools, with Bill Black
Bill Black has been in the pension administration business for over 40 years and helps clients work toward their retirement objectives. He works with both individual and small business owners in the areas of benefits, retirement planning, and business planning. Bill and his team have the ability to offer a wide range of financial products…
Read More →Episode 64: Why Thought Leadership and Client Loyalty Matter, with Susan Baier
Susan Baier is the Founder of Audience Audit Inc., which helps marketing agencies and thought leaders build ROI and reputation with research. She has been a marketing strategist for nearly 40 years. In her spare time (ha ha) she goes camping, knits, and enjoys a good bourbon. In this episode, Susan discussed findings from two…
Read More →Episode 63: How Financial Literacy Saves Thousands for Agency Owners, with Stephen Woessner
For over 25 years, Stephen Woessner has been in the trenches of agency new business strategy working alongside agencies and consultants — teaching them how to build their authority within the markets they serve, grow their audience, and fill their sales pipeline with a steady stream of right-fit clients so they can win new business.…
Read More →Episode 62: Growing Your Existing Clients for Sustained Growth, with Drew McLellan
For 30+ years, Drew McLellan has been in the advertising industry. He started his career at Y&R, worked in boutique-sized agencies, and then started his own (which he still owns and runs) agency in 1995. Additionally, Drew owns and leads the Agency Management Institute, which advises hundreds of small to mid-sized agencies on how to…
Read More →Episode 61: Breaking Down the Corporate Transparency Act, with Craig Cody
Craig S. Cody is a Certified Public Accountant, Certified Tax Coach, bestselling author, and business owner with over 22 years of experience helping agencies keep more of what they make. Craig is also the host of The Progressive Agency Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired…
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