Payrollin'

In this episode, Matt has a great conversation with Lee Roberts from BerganKDV about how to move from a founder-led sales organization to building out a sales team.  Lee shares how he grew his sales team to more than $25M in net new deals last year and what's next as they continue to improve.  Three Takeaways: If you want to really grow, the CEO cannot be the only salesperson.  While there is no "...

In this episode, Matt answers the following question from a client: I don't have my own sales person on staff because I'm just starting off but I really need to push on getting new clients. Any tips or tricks you can share?  Matt shares how to approach this question based on your target market, stage of business, and sales experience. You will learn how to spend your time to get the most from the...

In this episode, Matt chats with Amy Leann Wills. Amy is a marketing consultant, the VP of Marketing at TAG, and a personal branding expert. Matt and Amy discuss the following and more in this episode: Should your company be on TikTok? How should your content change on TikTok? How to grow a community The difference between your company's brand and your personal brand More! Three Takeaways 1. Just...

Matt Vaadi talks about how Disney trains their leaders and creates a premium user experience for its customers. You will learn how to diagnose your own weaknesses as a leader and identify opportunities for improvement with a proven framework.  Three Takeaways Disney convinces college students to work low-paying internships in the blazing Florida sun because of their powerhouse employer brand.  Lea...

In this episode, Matt chats with Mike Kollath from Organic Payroll about how he has managed to handle running and growing three different businesses. How does he select talent, what are their processes, and how did he start offering PEO services to his clients. Matt and Mike also discuss the following and more in this episode: Talent Acquisition Best Practices and How to Delegate Effectively Start...

It is often said, "the riches are in the niches". So, why are so many people scared to niche down? Is it FOMO? Is it because you cannot scale a niche? What does it mean to even target a niche? In this session, Matt interviews Lucy Flinn, Sonya Ahola, and Brian McVicker to learn how to leverage your existing relationships and turn them into a niche where you can prosper.  You will get real-world ex...

In this episode, Matt recaps and provides actionable takeaways from Jesse Itzler's talk at the 2022 IPPA Spring Summit. Jesse Itzler is the author of the New York Times bestseller, Living with a Seal, cofounded Marquis Jet, the world's largest private jet card company which he and his partner sold to Berkshire Hathaway/NetJets. He crushed it at the conference and provided plenty of actionable item...

In this episode, Matt chats with Brian McVicker about the sales frameworks and how he has become one of the most prolific sales leaders in the industry. Brian is the VP of Sales at Payroll Network. He is an award-winning and record-setting sales professional. He has reached the highest level of achievement as both a leader and an individual contributor in multiple organizations. They talk about th...

In this episode, Matt chats with Lori Brown about her journey to become CEO of PayNW. She has helped take the company from $500K in annual revenue in 2010 to $8M today while maintaining a 96% client retention rate year over year. They talk about the following and more: Women in leadership Operational excellence Continuous improvement Moving to a 100% remote team Why you should join the IPPA More!...

A lot of people are interested in leveraging offshore talent to move their business forward. While this is not a new thing, there are still a lot of limiting beliefs about what you can get help with from offshore teammates. People are worried about the level of skill, getting screwed over, worried about the quality of the work, don’t trust the systems, and don’t know how to get started. We are goi...

In this episode, Matt shares how to find remote teammates. Hiring remote employees can lead to a lot more work, can create some unique issues when determining who is a good fit, and you can make bad hires just as easy.  We cover how to define what you are looking for, where to find people, how to actively recruit, and how to be efficient with your time. I am taking the perspective of the small bus...

In this episode, Matt gets into some of the pros and cons of hiring remote teammates along with his own personal experience leading a hybrid team. He discusses the following and more! Growing a remote workforce is a trend that was accelerated by Covid-19 but it can be scary if you are used to the old way of doing things. How do you hire, retain, and engage top talent while maintaining compliance a...

In this episode, Matt shares how your payroll company can get more referrals and build out a referral program. He discusses the following and more! Why are referrals so important? Who can refer us to new clients? How can you make yourself easier to refer? How can you stay top of mind? Proven tips and methods on how to acquire more referrals. Subscribe Now! Apple | Google | Spotify Three Takeaways...

In this episode, Matt chats with Karen Altman about year-end marketing strategies. Karen is the Director of Marketing at guHRoo and she oversees all marketing initiatives. In this episode, Matt and Karen discuss the following and more: The goals and marketing strategies for the 4th quarter of 2021 Marketing successes and failures Potential marketing obstacles and opportunities during selling seaso...

In this episode, Matt chats with Matt Morley about acquiring payroll companies or payroll books of business. Matt is the Chief Investment Officer at Pendleton Street Business Advisors. His responsibilities include business analysis, investment research, and coordinating work-product for client engagements. In this episode, Matt and Matt (Matt squared) discuss the following and more: Should you gro...

In this episode, Matt chats with Mike Ritzema about niching down and focusing on one industry. Mike Ritzema is the President and founder of Superior Trucking Payroll Service. In this episode, Matt and Mike discuss the following and more: "The riches are in the niches" - how to stay focused on one industry.  Should you create your own software? Pros and cons of programming your own software.  Anyon...

In this episode, Matt chats with Jason Gullett about all things implementation. Jason is the Director of Client Success at guHRoo and oversees new client onboarding. In this episode, Matt and Jason discuss the following and more: The implementation process - front to back Mistakes we have made when setting up new clients and how we fixed them How we learn what to improve and how we execute those i...

In this episode, Matt shares "how to do LinkedIn". He covers the below and more! Why should you be active on LinkedIn? What is your niche? What should you talk about? Who am I talking to? How to optimize your profile How to grow your community  Why and how to engage with others content How to create engaging content Repurposing content ____________________________ Ways we can help you: -> Want to...

Today Matt chats with Cheryl Whelan, the Executive Director of the Independent Payroll Providers Association (IPPA). They talked about the value of membership in IPPA and what it takes to create a successful payroll business. Here are a few things they covered: How do you become a trusted advisor for your clients? Ways that you can differentiate your payroll company How the IPPA provides content f...

In today’s episode, Matt chats with Jeff Garrison from Results on Purpose. Jeff coaches payroll bureau owners and leadership teams. They covered a wide range of topics including effective strategy, leadership, operations, how to align your team with the vision, and more.  During this insightful episode, Matt and Jeff cover the following topics: The importance of leaning into your strengths. The si...

Today on the podcast, Matt sits down for a chat with guest Matt Morley. Matt has an eye for numbers, a head for strategy, and a keen ability to marry clients’ future goals with current business reality. At Pendleton Street Business Advisors, he lends his analytical gifts and thoughtful processes to all aspects of clients’ personal and company finances. As the firm’s Chief Investment Officer, his r...

In this episode, Matt chats with Matt Lovitz, a Business Consultant at BerganKDV. On a day-to-day basis, Matt helps companies manage their business risk and solve operational, technology, and fiscal challenges they might face. He works at a fast pace and is able to win clients and prospects over by how he operates — focusing on the consequences of not moving from the status quo. __________________...

In this episode, Matt talks with Bryan Murdaugh at Fivable about going to a 4 day work week. Fivable adopted a rotating 4-day work week as an experiment back in May 2020. In February 2020, Fivable was 100% co-located in their Irmo, SC office. After the 4 day work week implementation, in August 2020 Fivable was located in 4 states, 3 time zones, and just one or two members of their team will find t...

In this episode, Matt chats with Paul Abel, President of Elite Ventures and PosterElite. Over the last several years, Paul has quickly grown his company, all while reducing his headcount and improving his bottom line. He shares how in this episode. Paul has been an entrepreneur for many years. He has seen his own family struggle with compliance issues in their business and decided he is not going...

In this episode, Matt chats with Jeb Blount, a world-renowned sales expert, and author. Jeb is the author of 13 amazing books on sales and sales prospecting. One of his best-selling books “Fanatical Prospecting”, details ways to make sales prospects the biggest fan of your company. What’s covered: They cover many aspects of sales prospecting for Payroll and HR companies. You will get actionable in...