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The Progressive Agency Podcast

The Progressive Agency Podcast

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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 51: Planning and Forecasting for Your Agency, with Tim Kilroy

This week on the Progressive Agency podcast, I welcome Tim Kilroy to the show. He’s founded three agencies and successfully sold two. Today, he helps digital agencies generate more revenue, more profit, and more happiness. Tim shares his forecasting and planning tips that help agency owners hire better and scale their business. Hear insights about:…

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Episode 50: Running a LinkedIn Ads Agency, with A.J. Wilcox

This week on the Progressive Agency podcast, I welcome A.J. Wilcox to the show. He’s managed over $150M in ad spend as the Founder of B2Linked.com, a LinkedIn Ads-specific ad agency. A.J. shares his productivity and business tips that have helped him start and scale his agency. Hear insights about: Why delegating is the most…

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Episode 49: Running a Fractional Marketing Agency, with Lindsey Huettner

This week on the Progressive Agency podcast, I welcome Lindsey Huettner to the show. After starting and selling multiple businesses, she decided to start the marketing agency that she needed as a young entrepreneur. Lindsey shares her pricing structure and operational methodology that helps her business grow and run with ease. Hear insights about: What…

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Episode 48: Time Saving Strategies for Entrepreneurs, with Cris Rodriguez

This week on the Progressive Agency podcast, I welcome Cris Rodriguez to the show. After building a successful martial arts business, she accidentally fell into digital marketing. Now Cris shares her tips and strategies for running multiple growing businesses. Hear insights about: What caused Cris to look to paid digital ads as a brick and…

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Episode 45: How to Build a Successful Agency, with Nick Kremer

This week, I welcome Nick Kremer to the show. Nick has been a serial entrepreneur since he was 23 and has spent the last 12 years investing all of his time and effort into Driven Leads and their clients. Nick discusses how to build a successful agency by prioritizing cash flow and avoiding business debt.…

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Episode 44: Hiring Out-of-State Remote Employees, with Craig Cody

Does the Great Resignation have you considering hiring out-of-state remote employees?  Hear insights about: What should you be aware of if you are considering hiring remote employees who are in a different state than your business Why recruiting new employees is currently taking at least three to six months What are your responsibilities as an…

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Episode 43: How to Maximize Tax Deductions, with Bill Black

This week I welcome Bill Black to the show. Bill has been in the pension administration business for over 40 years and helps clients work toward their retirement objectives. Bill discusses how to maximize your tax deductions by utilizing retirement plans to invest in life insurance. This allows you to save more money and give…

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