The Agency Profit Podcast

Points of Interest 00:01 – 00:44 – Marcel’s Introduction : Marcel Petitpas welcomes listeners to the Agency Profit Podcast and introduces Jason Swenk, a returning guest and friend of the show, known for his agency expertise and role as the founder of Agency Mastery 360. 00:44 – 01:33 – Jason’s Background : Jason Swenk shares his journey of starting his first agency by accident in 1999, growing it...

Points of Interest 00:01 – 00:44 – Marcel’s Introduction: Marcel Petitpas welcomes listeners to the Agency Profit Podcast and introduces his guest, Ian Garlic, founder of Video Case Story and author of Video Testimonials That Land the Big Fish . 01:11 – 02:54 – Ian’s Background: Ian shares his journey, including nearly 20 years in marketing, starting in commercial real estate and evolving to becom...

Points of Interest 00:49 – 01:52 – Shiv's Background: Shiv shares his journey from building and selling a company to now running How To SaaS, where he works with private equity investors and software companies on marketing strategies. 01:53 – 02:51 – Marketing for Private Equity: Shiv explains his company’s focus on providing marketing due diligence, strategy consulting, and fractional CMO service...

Points of Interest 00:01 – 00:48 – Introduction: Marcel Petitpas welcomes Taylor Welch, a seasoned sales and marketing expert, to discuss aligning sales incentives with client success, sharing insights from Taylor’s extensive experience. 00:48 – 01:20 – Background: Taylor Welch introduces himself, sharing his journey from a touring musician to building a portfolio of companies, and the challenges...

Points of Interest 00:01 – 00:41 – Introduction: Marcel Petitpas welcomes Mark O'Donnell, the leader of EOS Worldwide, to discuss the Entrepreneurial Operating System (EOS) and its impact on businesses, focusing specifically on data and scorecards. 02:04 – 03:38 – What is EOS?: Mark O'Donnell provides an overview of EOS, explaining its core components—Vision, Traction, and Healthy—and how it helps...

Points of Interest 00:01 – 00:36 – Introduction: Marcel Petitpas welcomes David Tobin , a mergers and acquisitions expert, to discuss strategies for successful business exits. 01:09 – 02:52 – David’s Background: David shares his journey from starting his first business in college to founding TobinLeff, focusing on his niche in financial services and exit planning. 04:26 – 06:37 – Exit Strategies:...

Points of Interest 02:02 – 02:20 – Ryan's Framework: Marcel explains how Ryan Tansom's " Independence by Design " framework has transformed his view on his own business. 03:32 – 05:03 – Owner-Operator Challenges: Ryan describes the challenges of owner-operators and the importance of achieving true independence through sustainable business practices. 05:09 – 06:47 – Systems for Independence: Ryan h...

Points of Interest 00:54 – 01:39 – Matt’s Journey: Matt Bodnar shares his background, mentioning his experience at Goldman Sachs and his move to Nashville in 2011, where he bought his first IT service company. 02:24 – 03:07 – M&A Realization: Matt explains how he stumbled into mergers and acquisitions and the importance of creative deal structures and the independent sponsor model. 05:00 – 06:29 –...

Points of Interest 00:01 – 00:58 – Introduction: Marcel Petitpas introduces the episode and guest Nicole Greer, founder and CEO of Build a Vibrant Culture TM. 00:59 – 02:14 – Guest Background: Nicole shares her journey and experience, highlighting her work with notable brands like State Farm and The Ohio State University. 02:15 – 04:05 – Importance of Culture: Discussion on why culture is crucial...

Points of Interest 00:01 – 00:40 – Introduction : Marcel Petitpas introduces Audrey Joy Kwan, a seasoned leadership coach and agency consultant, discussing her extensive experience in agency leadership development. Audrey shares her transition from law to marketing, leading to a significant career in agency leadership. 06:57 – 08:26 – Leadership Styles : Audrey discusses the selection of appropria...

Points of Interest 00:00 – 05:32 – Opening Discussion: Marcel and Joey highlight the critical role of clear communication and the art of building client relationships in agency settings. 05:34 – 08:36 – Joey's Insights: Sharing his journey as an agency owner and creative director, Joey delves into why effective communication is foundational to strong client relationships. 08:38 – 12:30 – Trust Bui...

Points of Interest 00:01 – 00:40 – Introduction: Marcel Petitpas introduces the episode and guest Jamie van Cuyk, an expert in hiring and onboarding, who shares her extensive experience in helping entrepreneurs effectively grow their teams. 01:20 – 02:43 – Company Overview: Jamie describes her role and the objectives of her company, Growing Your Team, emphasizing its focus on teaching small busine...

Points of Interest 00:01 – 00:58 – Introduction : Marcel Petitpas introduces the episode and guest Kelly Campbell, a trauma-informed leadership coach. Discussion about Kelly’s new book, “Heal to Lead,” and their approach to trauma, leadership, and consciousness. 01:03 – 01:21 – Kelly Campbell’s Professional Background : Kelly shares their professional journey from owning a digital marketing agency...

Points of Interest 00:01 - 00:21 - Introduction : Marcel introduces the episode and guest Chris Rudolph, a business coach specializing in helping agency owners grow their businesses and improve their lifestyles. 00:21 - 01:05 - Chris’s Background : Chris shares his journey from starting in the fitness industry to coaching agency owners, emphasizing his accidental entry into the agency space. 01:05...

Points of Interest 00:01-00:23 – Marcel kicks off the podcast by introducing Pete Everitt, a friend of the show, multi-agency owner, and coach specializing in helping agency owners with client acquisition and retention through recurring revenue. 00:24-02:04 – Pete details his professional journey, from agency work in the UK to launching SEO Hive during the pandemic, and his coaching role for agenc...

Points of Interest 00:01-00:46 – Marcel kicks off the podcast by introducing David Jenyns, the genius behind a global agency that specializes in building business systems. 00:47-02:12 – David opens up about his journey in the business world and what inspired him to pen down the book SYSTEMology. 02:13-03:07 – Marcel and David get real about the struggles small businesses face when trying to grow,...

Points of Interest 00:01 – 00:40 – Introduction to the Episode and Guest: Marcel introduces Michael Wark and his expertise in finance for agencies. 00:40-01:00 – Michael’s Background and Passion for Agency Finance: Michael shares his excitement for the topic and his background in financial services. 01:00-01:45 – The Role of a Virtual CFO for Agencies: Discussion on how Michael serves as a virtual...

Points of Interest 0:00-1:20 - Introduction to Craig Cody, a tax strategy expert focused on helping agencies pay less tax. 1:21-2:12 - The unique focus of tax planning for marketing agencies. 2:13-3:04 - The role of business model in tax planning for agencies. 3:05-4:29 - Understanding the tax code and the importance of tax planning. 4:30-5:45 - The importance of proactive tax planning and thinkin...

00:00 – 00:18 – Introduction and background information on Rob’s 25 years of experience in the agency industry. 03:15 – 05:05 – Rob shares his experience transitioning into the digital industry and the challenges faced in the early years. 08:22 – 13:02 – Rob shares two crazy experiences from his time in the digital industry, including a major website launch mistake. 13:05 – 18:05 – Rob discusses t...

0:00-2:00  –  Introduction to the solo cast episode focusing on utilization rates, emphasizing its significance for agencies. 2:00-6:00  –  Historical context of utilization, highlighting its relevance in the billable hour era and its evolving role in the modern agency landscape. 6:00-11:30 – Challenges in measuring utilization, emphasizing variations in defining billable hours and capacity, hinde...

Points of Interest 0:00-0:22 - Intro & background of guests and their expertise  0:21-1:22 - Four stages of day-to-day involvement in an agency 1:23-1:18 - Six agency roles to consider delegating  2:20-5:05 - Clarifying swim lanes to define roles and responsibilities 5:08-10:10 - Values, goals, and resources for decision-making 10:11-11:00 - Developing high-functioning leadership within an agency ...

Points of Interest 00:00 - 00:15: Introduction 00:43 - 01:17: Significance of shared values and building relationships beyond transactions. 01:17 - 01:37: Agency's role as an extension of the client and factors contributing to successful partnerships. 15:03 - 15:54: Critical aspects of successful engagements and the role of expectations in sales relationships. 15:54 - 16:48: Warning against agenci...

Points of Interest 0:00 - 2:26 - Introduction: Marcel introduces Melissa Morris and her background. 2:26 - 4:48 - Importance of Operations: Discussion about the role of operations in agency success. 4:48 - 8:21 - Common Challenges: Melissa talks about common challenges agencies face. 8:21 - 11:30 - The Scope Creep Issue: Marcel discusses the issue of scope creep. 11:30 - 13:45 - Team Clarity and T...

00:00 – 00:32: Introduction and background of the guest, Mandi Ellefson. 00:32 – 03:42: Discussing the challenges faced by service-based businesses, especially agencies, in scaling beyond $1 million. 03:42 – 07:38: Importance of creating an “irresistible offer” to enhance scalability and overcome common obstacles. 07:38 – 12:12: Exploring the concept of crafting a compelling value proposition and...

Robert Patin is the founder of Creative Agency Success , a consulting firm dedicated to helping creative agencies scale. Robert is known for being a deeply inquisitive and analytical leader with a distinct ability to devise solutions that elevate companies and lifestyles. He is a two-time international best-selling author and is passionate about sharing his next-level strategies so that creative a...