Episodios

  • EP310: Scaling Smart: Private Equity, Profit & Purpose with John Brooks

    EP310: Scaling Smart: Private Equity, Profit & Purpose with John Brooks
    Jul 8 2025
    Scaling Smart: Private Equity, Profit & Purpose Guest: John Brooks, CEO of Warehouse on Wheels Host: Marcia Riner, Profit Booster® | PROFIT With A Plan Podcast Episode Runtime: 33 mins Tags: private equity, business growth strategy, business exit, scaling operations, stakeholder ROI, team ownership, trailer rentals 🚀 Episode Overview What does it take to grow from 4,000 to over 37,000 assets, expand across North America, and create private equity returns as high as 9x? In this powerful episode, Marcia is joined by John Brooks, the CEO of Warehouse on Wheels (WOW) — a seasoned financial and operational executive with deep experience in building PE-backed businesses for profitable exits. Since 2018, John has led WOW from a modest startup to one of North America’s fastest-growing trailer rental companies with 35+ offices and 37,000+ trailers. You’ll hear what it really takes to scale sustainably, work with investors (not for them), and create legacy wealth — not just for founders, but entire teams. ⏱️ Key Takeaways & Timestamps [00:03:00] How John Got Into Private Equity John shares his 7 “tours of duty” in PE-backed roles and the aha moment that led him to build WOW by acquiring a competitor. [00:05:35] Vetting Your Private Equity Partner Not all capital is created equal. John explains why business owners must interview PE firms, check cultural fit, and align expectations up front. [00:07:00] Why PE is Rocket Fuel for Growth "You’ve built the rocket and mapped the flight path — now you need fuel." Private equity accelerates momentum if you’ve got a clear vision. [00:09:45] Structuring Smart Partnerships Avoid getting pushed aside: run your business like a business, not a lifestyle. Clean books, defined roles, and early clarity on ownership percentages are key. [00:12:00] Staying In the Business After a Deal Exiting isn’t required. Many firms want leaders to stay and reinvest. WOW itself has transitioned from one PE sponsor to another — with John and his team intact. [00:14:00] Sharing Wealth with Your Team WOW’s employee reward model gives every team member a financial stake in the next sale — creating loyalty and life-changing impact. [00:16:00] PE as a Culture and Leadership Amplifier PE isn’t just financial capital — it can bring senior leadership support, L&D investments, and help build organizations that scale. [00:18:00] What to Expect in the Exit Process Selling to PE? Expect 6–12 months of due diligence, data rooms, advisors, and distraction. Prep early with experienced legal and banking support. [00:21:00] Why PE Relationships Fail Surprises kill trust. Misalignment, lack of transparency, and poor communication are the fastest paths to breakdowns with investors. [00:23:00] Shifting from Entrepreneur to Executive Owners must decide: stay and adapt to accountability, or exit and let others carry the vision. Either way, clarity from Day 1 matters. [00:26:00] Alternative Capital Options You don’t always need to give up equity. John shares insights into permanent non-control equity, private debt capital, and creative funding vehicles. [00:28:00] 100% of $100 vs. 49% of $1M Sometimes less is more. Giving up a slice of ownership can dramatically grow what you actually keep — if it comes with the right partners. 📚 Resources & Mentions Warehouse on Wheels: www.wowtrailers.com “Ritz-Carlton service at Hampton Inn prices.” John Brooks on LinkedIn: Connect with John For behind-the-scenes lessons from a PE-fluent CEO Free 30-Day Trial – Profit Booster® Marketing Hub Smarter automations, better leads, more sales — no tech headaches. 💡 Final Thoughts Private equity isn’t the villain it’s often made out to be. In fact, it may be the very thing that takes your business from where it is to where it could be — with capital, leadership support, and culture-enhancing investments that build lasting value. As John puts it, the key isn’t if you raise capital — it’s who you raise it from and how prepared you are when the time comes. 💰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 today. 🎧 Subscribe & Never Miss an Episode! Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode! 👤 About Marcia Riner Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® ...
    Más Menos
    35 m
  • EP309: Building Capacity & Using Positive Stress to Drive Business Growth with Steve Perry

    EP309: Building Capacity & Using Positive Stress to Drive Business Growth with Steve Perry
    Jul 1 2025
    Building Capacity & Using Positive Stress to Drive Business Growth Podcast: Profit With A Plan - Episode 309 Release date: July 1, 2025 Guest: Steve Perry, Founder of The Well Recruiting Solutions & Author of The Capacity Model Host: Marcia Riner, Business Growth Strategist at Infinite Profit® Episode Summary Is stress holding you back—or pushing you forward? In this game-changing episode, Steve Perry breaks down how positive stress can expand your leadership capacity, grow your business, and create teams that thrive. Discover how to shift from breakdown to breakthrough, empower your team, and build a business that scales without burning out. Whether you’re hiring your first employee or leading a large organization, this episode is packed with insights on capacity-building, mindset, team empowerment, and stress as a growth signal. 🔑 Key Takeaways How stress can be a gift and a trigger for growth The 3 stages of breakdown—and how to avoid them Steve's Capacity Model pillars: Education, Habits, Relationships Leading through change without losing your team Why you must "fire yourself from the day-to-day" to scale 🕒 Timestamps for Key Points 00:00:08 – Can stress actually supercharge your business growth? 00:02:19 – Guest intro: Steve Perry’s journey from teen entrepreneur to Fortune 100 exec 00:05:50 – Building a business from necessity and grit: Steve’s entrepreneurial start 00:07:00 – “Begin with the end in mind”: Goal-setting as a stress reframer 00:09:00 – The Capacity Model: Stress is a gift 00:10:00 – The 3 stages of breakdown: disappointment → disillusionment → greener pastures 00:12:27 – The breakthrough alternative: how to actually grow your capacity 00:13:15 – 3 pillars of capacity: education, habits, and relationships 00:14:13 – How to shift your mindset in the middle of disappointment 00:15:12 – External inputs: mentors, coaches, and capacity lifters 00:17:00 – Applying this model across marriage, parenting, and personal life 00:18:30 – Frequency of hitting capacity ceilings—daily or monthly? 00:20:04 – Leading through a business pivot: Steve’s firsthand experience 00:22:41 – Why team alignment and transparency are key to embracing change 00:23:18 – Using stress to spark skill development and new opportunities 00:25:07 – The 4 truths of capacity-building Personal and professional stress are intertwined “Whether you think you can or can’t—you’re right” Life is hard—or life is hard Doing more ≠ working more hours 00:30:11 – Maximizing impact with the same 168 hours: the 1% that creates 50% of your results 00:32:12 – Where to find Steve and his free resource: HireTheWell.com 00:34:06 – Marcia’s takeaway: using stress to break through growth ceilings 🔗 Resources & Mentions 🎯 Download Steve’s 10 Must-Ask Interview Questions: HireTheWell.com 📘 The Capacity Model by Steve Perry 📲 Follow Steve Perry on LinkedIn: Steve Perry 💰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 today. 🎧 Subscribe & Never Miss an Episode! Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode! 👤 About Marcia Riner Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success. Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com. Got questions? Reach out to Marcia and her team at (949) 229-2112 ♾️
    Más Menos
    36 m
  • EP308: Targeted Time: Work Smarter by Aligning Tasks to Your Peak Productivity with Daphne Valcin

    EP308: Targeted Time: Work Smarter by Aligning Tasks to Your Peak Productivity with Daphne Valcin
    Jun 24 2025
    Targeted Time: Work Smarter by Aligning Tasks to Your Peak Productivity EP308 Profit With A Plan Podcast Released: June 24, 2025 🎙 Guest: Daphne Valcin, MCC | Executive Coach & Productivity Strategist Host: Marcia Riner, Business Growth Strategist | Infinite Profit® 🔍 Episode Summary: If you’re working long hours and still not seeing meaningful results, the problem may not be your effort—it may be your timing. In this powerful episode, Marcia Riner sits down with Master Certified Coach Daphne Valcin to unpack how to manage your time according to your natural productivity rhythms using her proven Targeted Time Method. Learn how to stop spinning your wheels, increase your performance, and drive business results without burnout. 🕒 Timestamped Highlights: [00:02:06] Introduction to guest Daphne Valcin and her coaching work with Fortune 500 leaders. [00:04:00] Daphne shares how her career shifted from PR to coaching through purpose-driven decision-making. [00:07:00] Why traditional time management doesn't work for everyone—and how natural energy rhythms change everything. [00:08:34] The first step in managing time effectively: discovering your peak energy window. [00:09:35] The myth of the 4 a.m. entrepreneur: how lifestyle and context shape your workday. [00:10:57] How to build a business around your creativity and energy instead of a 9–5 mindset. [00:12:26] Daphne introduces her Targeted Time framework: Primary Time: Most focused and alert Secondary Time: Good, but not optimal Tertiary Time: Low-energy, minimal focus tasks [00:14:52] How to schedule meetings and tasks according to your energy tier. [00:17:01] Why sales tasks must be done during peak performance hours—and what happens when they aren’t. [00:18:45] The concept of Golden Hours and why they should be protected at all costs. [00:21:00] Real-life example of a missed opportunity from procrastinating during golden hours. [00:22:00] Avoiding “busy work” and using high-energy windows for strategy, not admin. [00:23:00] Leading with heart and boundaries: how to manage open-door policies without sacrificing performance. [00:24:50] The 10-minute interruption rule: why multitasking is a hidden productivity killer. [00:26:00] Boundaries with clients: how Daphne burned out from overgiving early in her business. [00:28:55] Transformational case study: client goes from $3K/month to $52K/month by managing her time better and shortening the sales cycle. [00:30:00] Delegation, scheduling, and respecting your energy as growth tools. [00:31:00] Using the Pomodoro Method for solopreneurs: 30/5-minute work/rest cycles. [00:32:10] The worksheet behind the magic: Daphne’s Targeted Time Planning Tool. [00:35:00] Final thoughts: how using your natural rhythm boosts profit, peace, and performance. [00:36:30] Where to find Daphne and how to grab her free Targeted Time Method Worksheet. 💡 Key Takeaways: Understand your primary, secondary, and tertiary energy zones and align tasks accordingly. Schedule profit-driving activities like sales, proposals, and strategic planning during your peak time. Use Golden Hours to protect deep focus work—no meetings or distractions allowed. Establish boundaries with your team and clients to protect productivity and prevent burnout. Even minor tweaks like using timers or batch planning can produce exponential revenue growth. 📌 Resources & Links: Free Worksheet: daphnevalcin.com/targetedtime Learn more about Daphne: valsonstrategicsolutions.com Connect on LinkedIn: Daphne Valcin 💰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 today. 🎧 Subscribe & Never Miss an Episode! Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode! 👤 About Marcia Riner Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success. Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com. Got questions? Reach out to Marcia and her team at (949) 229-2112 ♾️
    Más Menos
    38 m
  • EP307 – Stop the Stupid: Build a Culture of Proactive Problem Solving with Doug Hall

    EP307 – Stop the Stupid: Build a Culture of Proactive Problem Solving with Doug Hall
    Jun 17 2025
    EP307 – Stop the Stupid: Build a Culture of Proactive Problem Solving with Doug Hall Podcast: PROFIT With A Plan Host: Marcia Riner Guest: Doug Hall, Inventor & Author of “Proactive Problem Solving” Is your business wasting time, talent, and money on preventable problems? This episode is your wake-up call. Doug Hall—renowned inventor, innovation researcher, and founder of Eureka! Ranch—joins Marcia to expose the root cause of wasted resources in growing companies: broken systems and disengaged employees. Discover how to create a culture of proactive problem solving across every level of your organization—from the frontlines to leadership—and finally stop the stupid. 🔑 Key Takeaways: How to engage employees in solving real problems (and not just complaining) The 3.5-hour productivity killer affecting every manager’s day Why front-line workers are your most untapped innovation engine How to implement a proactive system without overwhelming your team How proactive problem solving supports scaling, profitability, and exit readiness ⏱️ TIMESTAMPS & HIGHLIGHTS: 00:01:05 – The silent killers of productivity: inefficiencies, disengagement, and outdated thinking 00:03:00 – Doug Hall’s background: From inventor at age 12 to innovating for global brands like Nike, P&G, and Walt Disney 00:06:00 – Lessons from scaling a whiskey brand from startup to 100k+ cases/year 00:07:30 – The aha moment: innovation wasn’t enough—execution systems were breaking 00:09:00 – Building a culture of proactive problem solvers to stop being the bottleneck 00:10:55 – Case study: bottling line fixed by a non-engineer frontline worker 00:11:50 – Why employees already know what’s broken (and how to fix it) 00:13:40 – From solopreneur to scalable business: how to empower your team 00:15:00 – How one company went from $5M to $50M in pipeline using Doug’s framework 00:16:40 – The key to solving marketing & operational breakdowns: systems, not just effort 00:18:00 – Why leadership must define the what and the why to spark action 00:20:00 – Motivating your team through small, meaningful wins 00:22:10 – Stop change resistance by involving employees in co-creating the solution 00:24:00 – Why managers and leadership need their own proactive training 00:25:50 – Continuous improvement isn’t optional—it’s your competitive edge 00:26:50 – The hidden cost: managers waste 3.5+ hours/day on workarounds and errors 00:30:50 – The surprising value of staying a lifelong learner (even after 40 years in business) 00:34:00 – Empowered employees = higher morale, longer retention, and more profit 00:36:00 – How to get started: Doug’s book, workshops, and one-day in-person sessions 00:37:20 – Marcia’s free growth and marketing audit for business owners ready for change 🔎 SEO Keywords: employee engagement strategies, proactive problem solving, business inefficiencies, how to improve workplace systems, team accountability, culture of innovation, Doug Hall, Eureka Ranch, scaling operations, improving productivity, stop the stupid, business bottlenecks, profit growth strategies, operational excellence, leadership training, front-line empowerment, business optimization framework 🎯 Resources Mentioned: Doug’s site: https://DougHall.com Book: Proactive Problem Solving Offer: 50% off Doug’s one-day company workshop for podcast listeners Want to Turn Your Podcast into Profit? Visit https://ProfitBoosterPod.com to learn how to turn your podcast episodes into lead-gen machines and sales funnels with our Podcast Monetization Hub. 💰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 today. 🎧 Subscribe & Never Miss an Episode! Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode! 👤 About Marcia Riner Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success. Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com. Got questions?...
    Más Menos
    38 m
  • EP306: Is Your Business Trapped in Your Head? How to Build Systems That Set You Free with Eric Williams

    EP306: Is Your Business Trapped in Your Head? How to Build Systems That Set You Free with Eric Williams
    Jun 10 2025
    Episode Title: Is Your Business Trapped in Your Head? How to Build Systems That Set You Free with Eric Williams Released: June 10, 2025 Guest: Eric Williams, Founder & Chief Business Transformation Officer at Willity Host: Marcia Riner, Business Growth Strategist at Infinite Profit® 🎯 Episode Overview Too many business owners build a successful company—then get trapped inside it. In this high-impact episode, Marcia Riner talks with systems expert Eric Williams about the real reason founders can't step away from their business: it's all in their head. Eric shares his proven framework to help overwhelmed entrepreneurs, executives, and small business owners eliminate chaos, document critical processes, and delegate confidently. Discover how to create operational systems, automate your workload, and become a strategic leader—not the doer. 🧠 Key Takeaways & Timestamps 00:02:56 – Meet Eric Williams Founder of Willity, Eric has helped over 300 entrepreneurs and managed 1,000+ employees. His mission? Free leaders from owner-dependency through systems, scheduling, and self-awareness. 00:04:03 – Why Process Building Matters Eric explains how he discovered his superpower in building operational frameworks that empower teams—not just as cogs in a machine, but as high-impact contributors. 00:06:00 – Repeatable Tasks = Scalable Growth Marcia breaks down why 90% of your business should be repeatable—and why skipping process creation early will hurt your ability to grow and hire effectively. 00:07:38 – Don’t Overbuild Too Early Eric shares a cautionary tale about planning for 100 employees when you only have 2. Systematize in layers as you grow to avoid wasting time and resources. 00:09:05 – The First Red Flag You’re the Bottleneck Hitting 50+ hour work weeks consistently? That’s your signal. Eric explains how overworking should trigger system creation, not more hustle. 00:10:49 – Escaping the “Busy Week” Trap When every week feels like a one-off fire drill, you're in a productivity death spiral. Eric offers a mindset shift for recognizing patterns before burnout takes hold. 00:13:13 – Document What’s in Your Head Why “intuition” is really just an undocumented framework—and how to turn it into SOPs, video walkthroughs, or AI-optimized procedures. 00:15:00 – Delegation Starts with Communication Learn how to define decision boundaries: where your team has flexibility, and where precision matters. This is the core of sustainable delegation. 00:17:00 – Frameworks vs. Instructions Marcia and Eric break down the difference between over-documenting and creating effective systems with room for creativity. 00:18:13 – Custom Work is Still Systematizable Even in personalized service industries, 80–90% of delivery is repeatable. Eric explains how to systemize without losing your personal touch. 00:21:01 – Narrow Your Focus to Scale Smarter Too many offers? Serving too many markets? Eric and Marcia discuss why simplifying your offerings is the first step to building lean, repeatable operations. 00:23:18 – Build Systems in Growth Increments Revisit your systems every 6–12 months. You need breathing room to reorganize, delegate, and shift from reactive to proactive leadership. 00:24:52 – From Doer to Delegator The dream business runs without you. Eric shares how to set up rules, roles, and reliable handoffs that allow you to finally take that vacation—without your phone. 00:26:00 – How to Troubleshoot Processes Instead of scrapping an entire workflow, learn how to isolate and fix the one step that’s breaking down. It’s faster, more efficient, and more empowering for your team. 00:27:40 – Employees Can Help Build Better Processes Engage your team in improving workflows. Their feedback can lead to time-saving changes and fosters ownership in the execution. 00:29:09 – Systems = Business Value Thinking of selling your business? Buyers want processes, not just profits. A documented, repeatable operation is what makes a company attractive—and transferable. 💡 Featured Tools & Frameworks Mental Download Framework – Extract your expertise into step-by-step guides others can follow. Delegation Readiness Checklist – Identify what can be handed off with clear metrics and controls. Process Liberation Method – Escape owner-dependency by documenting, automating, and optimizing. 🎯 Final Thoughts Whether you're just starting out or managing a large team, your business will only rise to the level of your systems. If you're tired of being the bottleneck and ready to create more freedom, structure, and profitability, start with Eric’s free masterclass: 👉 Watch now at willity.com/watch Want to Turn Your Podcast into Profit? Visit https://ProfitBoosterPod.com to learn how to turn your podcast episodes into lead-gen machines and sales funnels with our Podcast Monetization Hub. 💰This episode is sponsored by Profit Booster® Podcast Monetization ...
    Más Menos
    35 m
  • EP305: Built to Scale: Strategic Leadership That Frees You from the Day-to-Day with Liz Weber

    EP305: Built to Scale: Strategic Leadership That Frees You from the Day-to-Day with Liz Weber
    Jun 3 2025

    Built to Scale: Strategic Leadership That Frees You from the Day-to-Day EP305 Profit With A Plan Podcast Released June 3, 2025 Guest: Liz Weber, Global Leadership Guru Host: Marcia Riner, Business Growth Strategist | Infinite Profit®

    Episode Summary:

    In this episode of PROFIT With A Plan, Marcia Riner sits down with Liz Weber, a 2025 Top 30 Global Leadership Guru, leadership advisor, keynote speaker, and strategic consultant to boards and C-suite teams. Liz unpacks why most small business owners become the bottleneck in their companies—and what it takes to step into true strategic leadership.

    If you’re tired of doing everything yourself, stuck managing every little detail, or worried that your business can't function without you—this episode is your blueprint for sustainable growth and succession-ready leadership.

    Discover how to build systems, develop leaders, and scale without burnout. This is the episode founders, CEOs, and visionary entrepreneurs can’t afford to skip.

    SEO Keywords:

    leadership advisor for small business, strategic leadership for entrepreneurs, scalable business systems, how to delegate effectively, off-loading founder knowledge, business succession planning, developing leadership teams, simple systems to grow business, sustainable business growth, C-suite leadership strategies

    🔑 Timestamps & Key Takeaways:

    [00:02:05] – Why Founders Get Stuck Liz breaks down the #1 reason small businesses stall out: founders who don’t let go. Learn why wearing all the hats is not leadership—and what to do instead.

    [00:07:32] – Off-loading Knowledge for Sustainability Discover how documenting and transferring your processes is the first step toward creating a business that runs without you.

    [00:12:18] – Building Simple Systems That Add Value Forget complicated workflows. Liz explains how simple, replicable systems are key to increasing both performance and business valuation.

    [00:18:44] – Developing Leaders Inside Your Business If you’re the smartest person in every meeting, your growth is capped. Learn how to identify, develop, and empower leaders who can take the reins.

    [00:24:59] – What’s REALLY Hard for Founders to Do Spoiler: It’s not about marketing or money. Liz reveals the emotional hurdle most founders face—and how to overcome it with confidence.

    [00:29:15] – Real-World Client Success Story Hear how one of Liz’s clients went from stuck in the weeds to scaling with ease by applying her leadership frameworks.

    [00:36:48] – Creating a Succession-Ready Business Why succession planning starts NOW—not when you’re ready to exit. Learn the signs your business is on the right track for legacy growth.

    Connect with Liz Weber:

    🔗 LizWeber.com 📘 Author | 🎤 Speaker | 🧠 Strategic Consultant

    Want to Turn Your Podcast into Profit?

    Visit https://ProfitBoosterPod.com to learn how to turn your podcast episodes into lead-gen machines and sales funnels with our Podcast Monetization Hub.

    💰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 today.

    🎧 Subscribe & Never Miss an Episode! Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode!

    👤 About Marcia Riner

    Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success.

    Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com.

    Got questions? Reach out to Marcia and her team at (949) 229-2112 ♾️
    Más Menos
    37 m
  • Create Raving Fans: How Small Businesses Win Big with Memorable Experiences with Vance Morris

    Create Raving Fans: How Small Businesses Win Big with Memorable Experiences with Vance Morris
    May 27 2025
    Create Raving Fans: How Small Businesses Win Big with Memorable Experiences

    EP304 Profit With A Plan Podcast Released May 27, 2025

    Guest: Vance Morris, Customer Retention Expert, founder of Chesapeake Service Solutions Host: Marcia Riner, Business Growth Strategist, CEO Infinite Profit®

    Podcast Notes:

    In this unforgettable episode of Profit With A Plan, Marcia Riner sits down with Vance Morris—Disney veteran, customer retention expert, and founder of Chesapeake Service Solutions. Vance reveals how small business owners can stop chasing new customers and start creating raving fans who return again and again—and bring their friends with them.

    If you're tired of transactional relationships and want to build a business that thrives through loyalty, storytelling, and unforgettable experiences, this episode is your roadmap.

    ⏱️ Timestamps + Key Moments:

    00:02:15 – Meet Vance Morris: From Disney leadership to customer experience strategist 00:04:02 – What Disney taught Vance about loyalty and brand affinity 00:05:38 – Why Chick-fil-A trains better employees than most companies 00:07:00 – The real reason small businesses can’t blame the labor pool 00:08:50 – Cultivating brand evangelists like Apple, Harley-Davidson & Disney 00:10:04 – Why creating emotional connection beats flashy branding every time 00:12:00 – How Vance used his kids in marketing to create unforgettable bonds with clients 00:13:58 – The simple 3-part system to keep clients for life 00:15:50 – Why paper newsletters still outperform digital marketing 00:17:40 – How even B2B firms can use customer experience to grow loyalty 00:20:55 – Real-world example: Turning an oil change shop into the "Disney of service stations" 00:26:53 – The ROI of experience: higher prices, lower churn, and brand buzz 00:29:11 – Branding an insurance agency as “the agency that rocks” 00:31:05 – Why being memorable is better than being the cheapest 00:32:11 – Little things, big impact: how a university security guard wowed Vance’s family 00:36:03 – Vance’s free gift: 52 Ways to Wow Your Customers Without Breaking the Bank

    💡 Top Takeaways:

    • Experience drives loyalty: Customers stay—and refer—when their journey is emotionally engaging.

    • Surprise & delight work: The smallest unexpected gestures can create lifetime value.

    • Memorable > Cheap: Competing on price is a race to the bottom. Stand out by being unforgettable.

    • Simple systems win: A printed newsletter, a timely postcard, and a story-rich email can transform retention.

    • Your brand is how they feel: Consistency, personality, and intentional details define your brand far more than a logo.

    🎁 Vance’s Free Gift:

    Download “52 Ways to Wow Your Customers Without Breaking the Bank” – practical weekly ideas to delight clients and stand out. 👉 wow52ways.com

    Vance Morris: deliverservicenow.com

    💰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 today.

    🎧 Subscribe & Never Miss an Episode! Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode!

    👤 About Marcia Riner

    Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success.

    Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com.

    Got questions? Reach out to Marcia and her team at (949) 229-2112 ♾️
    Más Menos
    39 m
  • EP303: Simplify & Scale: The Power of a Clear Business Promise with Pete Mohr

    EP303: Simplify & Scale: The Power of a Clear Business Promise with Pete Mohr
    May 20 2025
    Simplify & Scale: The Power of a Clear Business Promise 🎙️ Guest: Pete Mohr – Certified Exit Planning Associate, Kolbe Certified Consultant, Host of Business Owner Breakthrough Host: Marcia Riner - Business Growth Strategist, Infinite Profit® 🔎 Episode Summary: If you’re stuck in the daily grind, it’s time to shift from Operator to Owner. In this episode, business strategist Marcia Riner sits down with systems expert Pete Mohr to uncover the most powerful piece of his 6 P’s framework—your business Promise. Learn how to clarify your message, align your team, and optimize your operations for lasting profit and value. Pete breaks down how simplifying your business model around a single, aligned Promise leads to greater profitability, scalable operations, and a company that can eventually run (and sell) without you. ⏱️ Timestamps & Key Takeaways: 00:03 – Introduction to Pete Mohr: From 30+ years in entrepreneurship to simplifying business ownership for stressed-out founders. 00:57 – What is the 6 P’s Framework? Pete introduces the core components: Promise Product Process People Promotion Profit 04:10 – Using the Kolbe Assessment to Build Aligned Teams Discover how Pete uses Kolbe to assess how team members make decisions, improving hiring and team dynamics for operational efficiency. 08:50 – Why the Promise Comes First Your Promise defines what problem you solve and how you lead your customer to a better life. It's the foundation of everything—from your marketing to your product delivery. 10:00 – Aligning the 5 P’s to Deliver on the Promise Product must solve the defined problem Process must deliver efficiently People must be capable of delivering Promotion must reflect the promise Profit is the result of proper alignment 13:10 – The “Look Great, Feel Fantastic” Tagline Example Pete shares a brilliant customer experience framework from his shoe business: clarity of promise that drives both buyer emotion and loyalty. 16:40 – Your Business Should Support Your Life Pete emphasizes the mindset shift from "propping up your business" to having your business support your desired lifestyle. 19:10 – How to Re-Evaluate an Old Promise Outdated offerings or assumptions can stall growth. Pete walks through how to use data and customer feedback to realign your brand promise. 22:20 – Using the 6 P's in Team Meetings and Planning The 6 P’s aren't just theoretical—they're used to structure weekly, monthly, and annual planning conversations. 25:00 – From Overwhelm to Action: Where to Start Pete shares the Love It or Leave It exercise to help business owners identify tasks they should delegate. 27:10 – Creating Visual Accountability Through Org Charts Use accountability charts to ensure everyone on your team knows their role in fulfilling the business promise. 29:00 – Final Advice: Don’t Wait You can’t build an exit-ready, profitable business overnight—but you can take the first step today. 📥 Resources Mentioned: Love It or Leave It Exercise https://pete-mohr.com Podcast: Business Owner Breakthrough LinkedIn: Pete Mohr 💰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 today. 🎧 Subscribe & Never Miss an Episode! Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode! 👤 About Marcia Riner Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success. Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com. Got questions? Reach out to Marcia and her team at (949) 229-2112 ♾️
    Más Menos
    37 m