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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 40: Successful Business Strategies, with Linda Welter

Building a successful business can throw up many challenges, financial and otherwise. Linda Welter joins me on the show to share her advice for business owners and gives her insight into successful business strategies that help agencies thrive in the long term. Hear insights about: What Linda sees as Caliber Group’s main niches and how…

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Episode 39: Tips for Small Agency Challenges, with Chip Griffin

Small agencies can often face challenges when growing their business. Chip Griffin joins me today to give insights and tips for those small agency challenges and how he provides management, consulting, and coaching advice to help them scale. Hear insights about: The most important financial lesson that Chip has learned as an entrepreneur The main…

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Episode 38: Business Exit Planning, with Drew McLellan

Drew McLellan is the owner of McLellan Marketing Group and the owner and leader of the Agency Management Institute. In his fourth appearance on the Progressive Agency podcast, Drew discusses agency owners’ succession and shares tips and strategies to begin business exit planning. Hear insights about: What hot topics for agency owners does Drew expect…

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Episode 37: 2021 Tax Planning, with Craig Cody

Planning your 2021 taxes? It’s a great way to save money. Hear insights about: What resources of Craig’s can help you understand basic tax planning What steps should you take before the end of the year to help you save money on your 2021 taxes How to add additional money into your 401(k) if your…

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Episode 36: Marketing for Dental Offices, with Chris Pistorius

Marketing for dental offices offers unique challenges, but expert Chris Pistorius has mastered the art. Hear insights about: How Chris dipped his toe in advertising by selling ads for his college newspaper, and why he struck out on his own and started his own agency marketing for dental offices Why Chris and his team chose…

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Episode 35: Know Your Business Numbers, with Isaac Rudansky

Know your business numbers; they are the key to identifying problems, opportunities, and when to expand your team. Hear insights about: How Isaac founded his digital advertising business, AdVenture Media, while attaining his Master’s Degree How Isaac’s passion for learning Google Adwords helped drive his agency’s spectacular growth, and how Isaac learned why it is…

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Episode 34: Agency Coaching, with Brent Weaver

Agency coaching? It can help you avoid common mistakes and challenges and accelerate the growth of your agency. Hear insights about: How Brent started his first company in 1999 at the age of 17 building websites, and how he sold his agency in 2012 and moved into agency coaching Why Brent’s goal is to help…

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Episode 33: Tips for Scaling a Business, with Bill Sebald

Tips for scaling a business that will help you minimize risk and get more done. Bill Sebald shares his best tips for scaling a business. Hear insights about: How an early dream of becoming a rock star musician sparked Bill’s interest in the internet and driving traffic to websites What sets Greenlane apart from competitors…

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Episode 32: Know Your Business Numbers, with Ryan Stewart

Know your business numbers? If you don’t, you don’t have all the info you need to make the best possible business decision. Hear insights about: How Ryan fell in love with digital marketing very early in the field’s existence, and how he scaled up to where he is today How The Blueprint Training came to…

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Episode 31: Important Business Lessons, with Jason Mudd

Important business lessons about hiring, firing, understanding the numbers powering your agency, and more from guest expert Jason Mudd. Hear insights about: What sets Axia Public Relations apart from its competitors, and what important business lessons Jason learned during his company’s incredible journey How encountering the power of the internet for the first time opened…

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