Episodios

  • EP321 When to Move Beyond QuickBooks: CFO Insights for Growing Businesses
    Sep 30 2025
    When to Move Beyond QuickBooks -CFO Insights for Growing Businesses

    EP321 of Profit With A Plan Podcast Released September 30, 2025 Guest: Laresa McIntyre - Founder and Fractional CFO | Rockbridge CFO Host: Marcia Riner- Business Growth Strategist | Infinite Profit®

    🎯 Episode Summary

    QuickBooks works well in the beginning—but eventually, it can hold you back. If you’re finding it harder to get clear financial insights, it may be a sign you’ve outgrown it. In this episode, fractional CFO Laresa McIntyre shares how to recognize the signals, what options exist beyond QuickBooks, and how the right system can help you scale smarter.

    🎥 What You’ll Learn
    • Clear signals you’ve outgrown QuickBooks as your business scales

    • Why financial systems must evolve with your growth goals

    • Affordable mid-level solutions beyond QuickBooks and spreadsheets

    • How better data leads to faster, more confident decisions

    • Why fractional CFO support can save cash while driving growth

    ⏱️ Timestamp Highlights

    [00:02] Why QuickBooks eventually holds businesses back [00:10] The difference between accountants and CFOs [00:21] When financial systems become your pain point [00:33] Mid-level solutions like Business Central and NetSuite [00:45] How smarter systems improve cash flow and forecasting [00:53] What investors really want from your financial story

    🔗 Resources & Links

    Guest website: https://rockbridgecfo.com

    💼 About Marcia Riner & Profit With A Plan

    Marcia Riner is a business growth strategist, creator of the Profit Booster® strategies, and CEO of Infinite Profit®. She helps entrepreneurs scale smarter, increase profitability, and build businesses that are worth more—whether they plan to keep them or sell them.

    As host of Profit With A Plan, Marcia shares expert interviews and actionable strategies to help business owners increase revenue, improve systems, and prepare for high-value exits. With decades of experience in finance, operations, and marketing, she delivers clear, profit-driving insights you can use right away.

    📞 Questions? Call (949) 229-2112 or visit https://infiniteProfitConsulting.com

    🚀 Profit-Driven Resources (CTAs)

    💰 Profit Booster® Podcast Monetization Hub Turn your interviews into a client-generating machine—without adding more work to your plate. 👉 Learn more at https://ProfitBoosterPod.com

    📈 Free Growth & Marketing Audit Your leads should be converting. Let’s find out what’s missing. 👉 Book yours now at https://ProfitBoosterBiz.com

    🎧 Never Miss a Profit-Driving Strategy Subscribe to Profit With A Plan on Apple Podcasts, Spotify, or your favorite platform.

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    33 m
  • EP320 Hiring Friends: The Surprising Leadership Advantage
    Sep 23 2025

    🎙 Episode Title Hiring Friends: The Surprising Leadership Advantage

    EP320 Profit With A Plan Podcast Release Date: September 23, 2025

    Guest: Marcylle Combs, MS, RN is an Entrepreneur, Leadership Expert, Speaker, Author, and Podcast Host Host: Marcia Riner, Business Growth Strategist | Infinite Profit®

    🎯 Episode Summary What if the advice to never mix business with friendship is holding your company back? In this episode, leadership expert Marcylle Combs shares why building teams around people you trust—and even enjoy—can transform company culture, increase retention, and improve your bottom line. Discover how honesty, humility, and respect create workplaces where people thrive.

    🎥 What You’ll Learn

    • Why hiring friends can lead to stronger, more profitable workplaces

    • How honesty and humility attract top talent and drive retention

    • Why culture is the hidden factor in company valuation and exits

    • The ripple effect of respect across employees, customers, and profits

    • Practical hiring insights for building high-performing, trustworthy teams

    ⏱️ Timestamp Highlights [00:04] Why “never hire friends” might be the wrong advice [07:00] How gossip destroys trust and corrodes company culture [10:51] Why culture and morale impact company valuation [15:46] Hiring mistakes and how to test real problem-solving skills [20:09] The importance of becoming the employer of choice [25:59] Why respect must be earned, not demanded

    🔗 Resources & Links MarcylleCombs.com Amazon Books: Never Hire Your Friends

    💼 About Marcia Riner & Profit With A Plan Marcia Riner is a business growth strategist, creator of the Profit Booster® strategies, and CEO of Infinite Profit®. She helps entrepreneurs scale smarter, increase profitability, and build businesses that are worth more—whether they plan to keep them or sell them.

    As host of Profit With A Plan, Marcia shares expert interviews and actionable strategies to help business owners increase revenue, improve systems, and prepare for high-value exits. With decades of experience in finance, operations, and marketing, she delivers clear, profit-driving insights you can use right away.

    📞 Questions? Call (949) 229-2112 or visit InfiniteProfitConsulting.com

    🚀 Profit-Driven Resources 💰 Profit Booster® Podcast Monetization Hub Turn your interviews into a client-generating machine—without adding more work to your plate. 👉 Learn more at ProfitBoosterPod.com

    📈 Free Growth & Marketing Audit Your leads should be converting. Let’s find out what’s missing. 👉 Book yours now at ProfitBoosterBiz.com

    🎧 Never Miss a Profit-Driving Strategy Subscribe to Profit With A Plan on Apple Podcasts, Spotify, or your favorite platform.

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    34 m
  • EP319 Membership Models That Drive Recurring Revenue
    Sep 16 2025
    🎙 Episode Title Membership Models That Drive Recurring Revenue

    EP319 of Profit With A Plan Podcast Released: September 16, 2025

    Guest: Nathalie Dorémieux is a Membership Maven and tech strategist Host: Marcia Riner, Business Growth Strategist | CEO of infinite Profit®

    🎯 Episode Summary

    What if your expertise could generate consistent, recurring revenue without you being tied to it every day? Nathalie Dorémieux joins me to share how business owners can create high-retention memberships that align with their vision, attract loyal clients, and build real business assets. You’ll discover how to validate your idea, different membership models that work across industries, and why this could be the smartest way to grow your business.

    🎥 What You’ll Learn
    • The signs you’re ready to launch a membership program

    • How to validate your membership idea without heavy investment

    • Different membership models for coaches, consultants, and brick-and-mortar businesses

    • Why community is the key to member success and retention

    • How memberships build loyalty and predictable recurring revenue

    • The hidden asset value memberships add to your business

    ⏱️ Timestamp Highlights

    [00:05] Turning expertise into recurring revenue with memberships [06:48] Why memberships beat online courses for client success [10:59] The power of community in keeping members engaged [16:40] Different types of membership models that work [22:00] Mindset shifts before launching a membership program [29:50] Adding memberships to existing programs or alumni communities [33:02] Using recurring revenue as a saleable business asset

    🔗 Resources & Links

    Nathalie Dorémieux – themembershiplab.com themembershiplab.com/mrr-calculator

    💼 About Marcia Riner & Profit With A Plan

    Marcia Riner is a business growth strategist, creator of the Profit Booster® strategies, and CEO of Infinite Profit®. She helps entrepreneurs scale smarter, increase profitability, and build businesses that are worth more—whether they plan to keep them or sell them.

    As host of Profit With A Plan, Marcia shares expert interviews and actionable strategies to help business owners increase revenue, improve systems, and prepare for high-value exits. With decades of experience in finance, operations, and marketing, she delivers clear, profit-driving insights you can use right away.

    📞 Questions? Call (949) 229-2112 or visit InfiniteProfitConsulting.com

    🚀 Profit-Driven Resources (CTAs)

    💰 Profit Booster® Podcast Monetization Hub Turn your interviews into a client-generating machine—without adding more work to your plate. 👉 Learn more at ProfitBoosterPod.com

    📈 Free Growth & Marketing Audit Your leads should be converting. Let’s find out what’s missing. 👉 Book yours now at ProfitBoosterBiz.com

    🎧 Never Miss a Profit-Driving Strategy Subscribe to Profit With A Plan on Apple Podcasts, Spotify, or your favorite platform.

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    36 m
  • EP318 Build to Sell, Build to Scale - Exit Strategy Secrets
    Sep 9 2025
    🎙 Episode Title Build to Sell, Build to Scale: Exit Strategy Secrets EP 318 of Profit With A Plan Podcast Released 9.9.25

    Guest: Vince Perri - Certified Exit Planning Advisor (CEPA) and experienced business broker Host: Marcia Riner - Business Growth Strategist | Infinite Profit®

    🎯 Episode Summary Most business owners wait too long to think about selling—but the truth is, the same strategies that make your business attractive to buyers also make it stronger, more profitable, and easier to run right now. In this episode of Profit With A Plan, Marcia talks with exit planning advisor and business broker Vince Perri about how to design your company as a sellable asset—whether you ever sell or not.

    🎥 What You’ll Learn

    • Why building to sell naturally forces smarter systems and stronger teams

    • How recurring revenue, niche focus, and owner independence drive value

    • Why de-risking your company is step one to increasing its worth

    • How culture and leadership impact valuation and buyer interest

    • The mindset shifts every entrepreneur needs to scale with confidence

    ⏱️ Timestamp Highlights [00:05] Selling as a reward, not the goal of business ownership [03:00] Vince’s journey from entrepreneur to business broker [06:30] De-risking your business to make it attractive to buyers [12:00] Empowering employees and building leadership into your team [18:00] How culture and intangible capital increase valuation multiples [22:00] Why value over revenue is the key mindset for long-term success [29:00] Breaking limiting beliefs around scaling, wealth, and growth

    🔗 Resources & Links VincePerri.com YouTube: Vince Perri Official Instagram: @VincePerriOfficial

    💼 About Marcia Riner & Profit With A Plan

    Marcia Riner is a business growth strategist, creator of the Profit Booster® strategies, and CEO of Infinite Profit®. She helps entrepreneurs scale smarter, increase profitability, and build businesses that are worth more—whether they plan to keep them or sell them.

    As host of Profit With A Plan, Marcia shares expert interviews and actionable strategies to help business owners increase revenue, improve systems, and prepare for high-value exits. With decades of experience in finance, operations, and marketing, she delivers clear, profit-driving insights you can use right away.

    📞 Questions? Call (949) 229-2112 or visit InfiniteProfitConsulting.com

    🚀 Profit-Driven Resources 💰 Profit Booster® Podcast Monetization Hub Turn your interviews into a client-generating machine—without adding more work to your plate. 👉 Learn more at ProfitBoosterPod.com

    📈 Free Growth & Marketing Audit Your leads should be converting. Let’s find out what’s missing. 👉 Book yours now at ProfitBoosterBiz.com

    🎧 Never Miss a Profit-Driving Strategy Subscribe to Profit With A Plan on Apple Podcasts, Spotify, or your favorite platform.

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    38 m
  • EP317 Stop Guessing: How to Know Exactly What Your Buyer Wants
    Sep 2 2025
    🎙 Episode Title Stop Guessing: How to Know Exactly What Your Buyer Wants Released: September 2, 2025

    GUEST: Andy Halko, founder of Insivia & Author of The Buyer Centric Operating System HOST: Marcia Riner, Business Growth Strategist & CEO of Infinite Profit®

    🎯 Episode Summary

    You may think you're customer-focused—but if you're relying on outdated personas and generic feedback, you're already behind. Andy Halko joins Marcia Riner to reveal how AI-powered buyer clones are replacing static personas, helping you test messaging, improve conversions, and adapt faster to changing buyer behavior.

    🎥 What You’ll Learn
    • Why most buyer personas fail in today’s fast-changing market

    • The real reason your product or offer isn’t converting

    • What AI buyer twins are and how to use them

    • How to test marketing assets before spending a dollar

    • Why direct customer feedback is often misleading

    • How to adapt to the rise of the omniscient buyer

    ⏱️ Timestamp Highlights

    [00:00] Are you truly buyer-centric—or building backwards? [06:40] Why most personas fail and what to use instead [11:50] Creating and using AI-powered customer twins [17:10] Using BuyerTwin to test offers before launch [22:35] How to pivot when your market shifts [27:15] Innovating to match buyer needs in real time

    🔗 Resources & Links

    https://andyhalko.com https://insivia.com https://buyertwin.com

    💼 About Marcia Riner & Profit With A Plan

    Marcia Riner is a business growth strategist, creator of the Profit Booster® strategies, and CEO of Infinite Profit®. She helps entrepreneurs scale smarter, increase profitability, and build businesses that are worth more—whether they plan to keep them or sell them.

    As host of Profit With A Plan, Marcia shares expert interviews and actionable strategies to help business owners increase revenue, improve systems, and prepare for high-value exits. With decades of experience in finance, operations, and marketing, she delivers clear, profit-driving insights you can use right away.

    📞 Questions? Call (949) 229-2112 https://InfiniteProfitConsulting.com

    🚀 Profit-Driven Resources (CTAs)

    💰 Profit Booster® Podcast Monetization Hub Turn your interviews into a client-generating machine—without adding more work to your plate. 👉 Learn more at ProfitBoosterPod.com

    📈 Free Growth & Marketing Audit Your leads should be converting. Let’s find out what’s missing. 👉 Book yours now at ProfitBoosterBiz.com

    🎧 Never Miss a Profit-Driving Strategy Subscribe to Profit With A Plan on Apple Podcasts, Spotify, or your favorite platform.

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    35 m
  • EP316 How To Turn Video Views Into Clients (Not Just Clicks)
    Aug 26 2025
    🎙 Episode Title

    How to Turn Video Views Into Clients (Not Just Clicks) with Josh Troche, Founder of Pedal Stomper Productions

    Hosted by Marcia Riner, Business Growth Strategist of Infinite Profit®

    🎯 Episode Summary

    Your videos aren’t converting? It’s not the algorithm—it’s your approach.

    In this episode of Profit With A Plan, Marcia Riner talks with video strategist Josh Troche about what makes video marketing actually generate revenue—not just clicks. From choosing the right type of content for your sales funnel to avoiding vanity metrics and building a loyal, niche audience, this conversation is your blueprint for making video work smarter in your business.

    Whether you're podcasting, posting reels, or building a YouTube channel, you’ll learn how to use your camera as a client-generating tool—not just a visibility play.

    🎥 What You’ll Learn
    • Why smaller, targeted audiences are more profitable than viral reach

    • How to speak to one person—and still grow a massive following

    • The power of niche + controversy in going viral

    • What types of videos work at each stage of your sales funnel

    • How to build trust and visibility without being fake or overproduced

    ⏱️ Timestamp Highlights

    [00:05] Think video is just hitting record? Think again [06:30] Attention spans vs. content options: what actually changed [08:50] How to speak to one viewer and let the algorithm work for you [12:00] The viral truck video that built a niche audience [17:00] 10K followers vs. 100 customers—what do you really want? [24:00] Video types that align with the sales funnel [30:00] What makes a business video “good”? Start here

    🔗 Resources & Links

    PedalStomperProductions.com InfiniteProfitConsulting.com

    💼 About This Show

    Profit With A Plan is hosted by Marcia Riner, business growth strategist and CEO of Infinite Profit®. Marcia helps entrepreneurs scale smarter, increase profitability, and build a business that’s worth more—whether they plan to keep it or sell it. 📞 Questions? Call (949) 229-2112 or visit InfiniteProfitConsulting.com

    🚀 Profit-Driven Resources

    💰 Profit Booster® Podcast Monetization Hub Turn your interviews into a client-generating machine—without adding more work to your plate. 👉 Learn more at ProfitBoosterPod.com

    📈 Free Growth & Marketing Audit Your leads should be converting. Let’s find out what’s missing. 👉 Book yours now at ProfitBoosterBiz.com

    🎧 Never Miss a Profit-Driving Strategy Subscribe to Profit With A Plan on Apple Podcasts, Spotify, or your favorite platform.

    👤 About Marcia Riner & Profit With A Plan

    Marcia Riner is a business growth strategist, creator of the Profit Booster® strategies, and CEO of Infinite Profit®. She helps entrepreneurs scale smarter, increase profitability, and build businesses that are worth more—whether they plan to keep them or sell them.

    As host of Profit With A Plan, Marcia shares expert interviews and actionable strategies to help business owners increase revenue, improve systems, and prepare for high-value exits. With decades of experience in finance, operations, and marketing, she delivers clear, profit-driving insights you can use right away.

    📞 Questions? Call (949) 229-2112 or visit InfiniteProfitConsulting.com

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    37 m
  • EP315: Why Your SEO Isn’t Working Anymore (And What to Do in 2025)
    Aug 12 2025
    Why Your SEO Isn’t Working Anymore (And What to Do in 2025)

    EP315 Profit With A Plan Podcast Release date: August 12, 2025

    Guest: Steven Schneider, CEO of TrioSEO, an agency specializing in content writing services Host: Marcia Riner, Business Growth Strategist | Infinite Profit®

    📌 Podcast Notes

    SEO is no longer about keywords and backlinks alone—today, it's about trust, authority, and intent.

    In this episode of PROFIT With A Plan, Steven Schneider, CEO of TrioSEO, unpacks why the old-school SEO playbook is officially dead—and what B2B brands need to do today to actually rank, convert, and stay visible across both search engines and AI platforms like ChatGPT.

    If your traffic has dropped or your content just isn’t converting, this is your SEO wake-up call.

    🔥 Episode Promise

    Steven built a 7-figure content portfolio without a single paid ad. Now, as the founder of a hands-off SEO agency for B2B brands, he's revealing the modern playbook that drives real ROI, boosts authority, and prepares your site for the AI-powered future of search.

    ✅ Key Takeaways
    • Why most SEO advice online is dangerously outdated

    • What authority signals Google looks for—and how to build them

    • The E-E-A-T framework that determines your ranking potential

    • How to create content that ranks and converts (not just traffic bait)

    • Why blog strategy is more about search demand than brainstorming

    • How AI search (ChatGPT, Perplexity, etc.) is changing the SEO landscape

    ⏱️ Timestamped Highlights

    00:00 – 01:00 Intro: Why SEO isn’t working the way it used to (and what’s changed)

    04:00 – 06:30 Steven’s origin story: Scaling a content portfolio to 7-figures without ads

    07:00 – 09:45 The two real levers of SEO today: Content & authority

    10:00 – 13:30 How Google evaluates authority and why backlinks still matter

    14:00 – 17:00 E-E-A-T explained: Expertise, Experience, Authority, Trust

    18:00 – 21:30 Blogging strategy that works: Forget brainstorming—follow search intent

    24:00 – 28:00 Why writing for humans (not algorithms) improves ranking and retention

    30:00 – 33:00 The role of engagement, hooks, and bounce rates in modern SEO

    34:00 – 36:00 How Google and AI platforms crawl your site—and how to stay relevant

    🎯 Connect with Steven:

    Find Steven on LinkedIn at linkedin.com/in/steventrioseo or visit ProfitBoosterPod.com

    🚀 Free Growth & Marketing Audit If your leads aren’t converting, you’re leaving revenue behind. Our free Growth & Marketing Audit shows you exactly where your opportunities are—and how to scale smarter. 👉 Book yours now at ProfitBoosterBiz.com

    🎧 Subscribe & Stay Ahead Never miss a profit-driving strategy. Find Profit With A Plan on Apple Podcasts, Spotify, or your favorite platform—and be first to hear next week’s episode.

    👤 About Marcia Riner Marcia Riner is a business growth strategist and CEO of Infinite Profit®, creator of the Profit Booster® strategies, and host of Profit With A Plan. She helps entrepreneurs scale smarter, increase profitability, and maximize company value—whether they plan to grow, expand, or prepare for a high-value exit. 📞 Questions? Call (949) 229-2112 or visit InfiniteProfitConsulting.com

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    37 m
  • EP314: Mid-Funnel Mastery: How Strategic Video Creates a Ripple Effect with Tim Bradley
    Aug 5 2025
    Mid-Funnel Mastery: How Strategic Video Creates a Ripple Effect EP314 Profit With A Plan Podcast Released August 5, 2025 Guest: Tim Bradley, Co-Founder of Pennant Video Host: Marcia Riner, Business Growth Strategist | Infinite Profit® 🎙️Episode Summary: In this high-impact episode of Profit With A Plan, Marcia Riner is joined by Tim Bradley—co-founder of Pennant Video and the mind behind the Video Marketing Trifecta™—to talk about how B2B brands can use video strategically after they’ve captured attention. Forget top-of-funnel vanity metrics. This is about turning interest into trust, and trust into conversions—while building a powerful ripple effect across your entire marketing ecosystem. Whether you're a scrappy startup or an established brand, you'll learn how to elevate your message with scalable, story-driven video content that actually drives pipeline results. 🔑 Key Takeaways: How the Video Marketing Trifecta™ (Anthem, Explainer, Endorsement) drives mid-funnel conversions The ripple effect of video across your entire digital footprint Real-world strategies for small businesses to compete with high-production brands using smart, authentic storytelling The importance of aligning your video library with your sales team’s needs How to build trust through production value—without breaking the bank ⏱️ Timestamps & SEO Topics: 00:05 – 00:52 🎯 Introduction to Tim Bradley & the Video Marketing Trifecta™ Keywords: B2B video marketing, mid-funnel engagement, marketing framework 01:17 – 02:56 🎯 What is Profit With A Plan? Keywords: business profitability, scaling strategy, business valuation, Marcia Riner 03:15 – 03:41 🎯 Tim’s Bio: 20 Years in Storytelling & Scalable Strategy Keywords: creative leadership, B2B tech brands, Pennant Video 04:15 – 05:01 🎯 From Childhood Storytelling to Brand Strategy Keywords: creative origin story, video production journey, storytelling in business 06:00 – 07:28 🎯 Why Video Needs to Be a Priority in B2B Marketing Keywords: video-first mindset, digital content strategy, ripple effect of video 07:29 – 08:33 🎯 Video Builds Brand Trust & Sales Enablement Simultaneously Keywords: sales enablement tools, brand trust, professional video vs DIY 09:33 – 11:05 🎯 The Real Work Starts After the Click—Why Mid-Funnel Matters Most Keywords: buyer journey, digital touchpoints, mid-funnel strategy 11:52 – 13:14 🎯 Keeping Engagement After the Click: The “Messy Middle” Keywords: customer journey, attention to action, funnel strategy 13:14 – 15:18 🎯 Breakdown of the Video Marketing Trifecta™: Anthem, Explainer, Endorsement Keywords: brand anthem video, explainer video strategy, customer testimonial videos 15:18 – 16:41 🎯 How to Produce High-Quality, Authentic Testimonials That Convert Keywords: video testimonials, customer proof, production value, trust-building content 17:00 – 20:51 🎯 Why Explainer Videos Are the Workhorses of B2B Sales Keywords: explainer videos, sales video library, personalized buyer experiences 23:44 – 26:17 🎯 The Power of Anthem Videos for Emotional Connection Keywords: brand mission video, emotional marketing, values-based messaging 26:34 – 28:06 🎯 Why Every Small Business Needs a Strategic Video Plan Keywords: small business marketing, B2B storytelling, brand positioning for startups 28:06 – 31:57 🎯 Budget-Friendly Tips: How Smaller Firms Can Apply the Trifecta™ Keywords: startup video marketing, affordable brand video, scalable content strategy 32:25 – 33:59 🎯 The Ripple Effect: Maximize ROI From a Single Video Asset Keywords: content repurposing, digital brand strategy, video ROI, scalable content 34:00 – 36:00 🎯 Final Thoughts: Your Video Library is a Business Asset Keywords: content library, B2B lead nurturing, evergreen marketing 36:02 – 37:35 🎯 Where to Learn More from Tim Bradley & Pennant Video Keywords: Pennant Video, video marketing ebook, funnel-focused playbook, Tim Bradley LinkedIn 🔗 Resources Mentioned: Free eBook: Funnel-Focused Video Marketing Playbook at pennantvideo.com Follow Tim on LinkedIn: Tim Bradley | Pennant Video 🔎 SEO Keywords: B2B video marketing, Video Marketing Trifecta™, mid-funnel strategy, testimonial videos, explainer videos, anthem videos, video marketing for tech brands, marketing funnel content, brand storytelling, customer journey, video ROI, scalable video strategy 💰 This episode is sponsored by Profit Booster® Podcast Monetization Hub. We turn your interviews into a lead-generating machine—so you can capture, nurture, and convert listeners into paying clients. Stop leaving money on the table. Get started today at https://ProfitBoosterPod.com 🚀 Free Growth & Marketing Audit Struggling to convert leads into loyal customers? It’s time to turn your customer reviews into profit! Get your FREE Growth & Marketing Audit at ProfitBoosterBiz.com and start scaling smarter ...
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    38 m