Episodios

  • Jon Morris, Founder of Fiscal Advocate

    Jon Morris, Founder of Fiscal Advocate
    Apr 15 2025
    We talk to Jon Morris, a returning guest, about the importance of strategic planning and innovation in agency budgeting. Jon emphasizes that every agency has a strategic plan reflected in their spending and highlights the need to connect budget allocations with strategic goals. He discusses the significance of identifying an ideal client profile (ICP) for targeted innovation and the necessity of adhering to standard operating procedures (SOPs) to ensure consistent service delivery. The conversation also touches on the challenges of predicting business growth and the role of technology in enhancing operational efficiency.
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    30 m
  • Erik Huberman, Founder of Hawke Media

    Erik Huberman, Founder of Hawke Media
    Apr 2 2025
    We talk to Erik Huberman, founder of Hawke Media. Erik discusses his journey from building and selling e-commerce companies to creating a marketing agency focused on small and medium-sized businesses. Hawke Media, now with 300 employees, operates as an "outsourced CMO," emphasizing accessibility and innovation. Erik shares insights on scaling while managing challenges like client churn, leveraging a $20 million venture fund to invest in MarTech, and building Hawke AI for predictive analytics. He predicts AI will have a growing impact on marketing, emphasizing adaptability and strategic advantage. Enjoy the show.
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    39 m
  • Carrie Kerpen, Founder of The Whisper Group

    Carrie Kerpen, Founder of The Whisper Group
    Mar 20 2025
     In this episode of the Agentic Shift podcast, we talk to Carrie Kerpen, founder of the Whisper Group. Carrie shares her journey from marketing to founding one of the first social media agencies, inspired by her creative, unconventional wedding at a Brooklyn Cyclones game. She discusses the challenges of constant reinvention in social media, her agency's growth, and its eventual sale in 2021. Now leading The Whisper Group, Carrie advises female entrepreneurs on building sellable businesses and navigating exits. She emphasizes purpose-driven planning to avoid post-exit regret and champions women in business through mentorship and her upcoming book, The Whisper Way.
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    39 m
  • Ned MacPherson, Founder of Endrock Growth and Analytics

    Ned MacPherson, Founder of Endrock Growth and Analytics
    Mar 3 2025
    Ned MacPherson, founder of Endrock Growth and Analytics, shares how he scaled and sold his agency. Starting as a data consultant in 2014, he built a CRO-focused agency, growing 60-100% annually before being acquired by Power Digital in 2023. He emphasizes cultural fit in M&A, the challenges of scaling a data-driven business, and using AI for execution but not analysis. Post-sale, his team continues growing rapidly within Power Digital, reinforcing the importance of strategy, execution, and the right partnerships.
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    36 m
  • Phil Case, President and Chief Client Officer of Max Digital

    Phil Case, President and Chief Client Officer of Max Digital
    Feb 6 2025
    We talk to Phil Case, President and Chief Client Officer of Max Connect Digital. Phil shares his journey from studying Arabic for diplomacy to pivoting into marketing. He led a successful agency before joining Max Connect Digital, growing it from $17M to over $50M in revenue. He emphasizes audience-driven marketing, long-term brand building, and balancing performance with strategy for sustainable success.
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    33 m
  • Jerome Myers, Founder of DreamCatchers

    Jerome Myers, Founder of DreamCatchers
    Jan 14 2025
    We talk to Jerome Myers, the founder of DreamCatchers, who shares his journey from a corporate career to entrepreneurship and his mission to guide founders through successful business exits. The conversation explores Jerome’s personal and professional transformation, emphasizing the importance of purpose, identity, and preparation in the exit process. Jerome highlights the challenges entrepreneurs face post-exit, such as identity crises, lack of purpose, and unfulfilling use of newfound freedom. Jerome introduces the “Founder’s Exit Paradox” and shares a four-step framework, NEXT—Nourish, Evaluate, Explore, and Transcend—designed to help founders transition successfully after exiting their businesses. He underscores the significance of having a clear identity, aligning with personal values, and preparing for life beyond work to achieve fulfillment and avoid regret.
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    42 m
  • Todd Taskey, Founder of Potomac Business Capital

    Todd Taskey, Founder of Potomac Business Capital
    Nov 21 2024
    We talk to Todd Taskey, founder of Potomac Business Capital and host of the Second Bite Podcast. The conversation dives deep into the intricacies of mergers and acquisitions in the digital marketing and agency space, with a particular focus on companies in the $1 million to $5 million EBITDA range. Todd shares his firm's unique approach to sell-side transactions, emphasizing the importance of strategic deal structuring, fostering competition among buyers, and addressing key challenges like founder dependency and infrastructure gaps. He illustrates these points with real-world case studies, highlighting successful transactions that propelled companies to new heights.
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    46 m
  • Adam Edwards, Co-Founder of Metric Theory

    Adam Edwards, Co-Founder of Metric Theory
    Nov 7 2024
    I interview Adam Edwards, co-founder of Metric Theory, about the company’s founding journey, challenges, and eventual sale to S4 Capital. Adam shares insights into the evolution of Metric Theory, from its beginnings as a pivot from Meltwater Reach's unsuccessful SMB-focused strategy to becoming a successful digital marketing agency. The interview provides a behind-the-scenes look at the growth of Metric Theory, highlighting how process-driven strategies, client-focused sales, and commitment to employee development contributed to the agency’s success and eventual acquisition.
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    42 m
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