Jon Morris is the Founder & CEO of EngineBI, Inc. and Chairman of Fiscal Advocate LLC where he helps clients scale with a proprietary, tech-enabled approach for surfacing hidden financial insights that drive critical business decisions. In his spare time, Jon enjoys studying data-driven approaches to developing youth players. Here, he discusses how to improve your agency’s financial health.

Key Takeaways:

- How EngineBI helps agencies make decisions

- How Jon scaled Rise Interactive

- Data-driven approaches to develop youth soccer players

Episode Timeline:

1:30 Jon's dogs

2:30 How Jon scaled Rise Interactive from a $10,000 prize to a company with 500 employees

4:30 How EngineBI helps agencies make decisions

6:45 What do the average agency's financials look like?

8:00 The three numbers agencies should focus on

8:40 The BASE framework

9:20 Keeping things simple is key

10:00 The CPR score

11:30 The importance of gross margin

13:30 The ideal agency managerial alignment

15:30 How do agencies react to Jon's message?

17:00 The importance of storytelling

18:00 Jon's data-driven approach to youth soccer

21:30 Are coaches receptive to Jon's analytics?

This episode’s guest:

• Jon Morris on LinkedIn

• Jon@EngineBI.net

• EngineBI.net

• Fiscaladvocate.com

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Kate Gardiner is the CEO and founder of Grey Horse, a full-service communications agency often behind the scenes of global crises. An industry veteran, Kate started her career in journalism and audience engagement, triaging social media for global-facing campaigns, including award-winning coverage of the BP Oil Spill, the Arab Spring, and Hurricane Sandy. She also supported over a dozen women at the heart of the #MeToo movement. Here, she discusses the holistic approach to helping people through a public crisis.

Key Takeaways:

- Interpersonal help in a crisis

- The mental health effects of a crisis

- Helping people involved in a local crisis

Episode Timeline:

1:30 Kate's horse, Copenhagen

3:20 How Grey Horse goes beyond "damage control" to help people affected by a media event

5:00 The holistic approach to dealing with a crisis

6:15 Local adventures can be the most impactful

9:00 Kate's job would make a great TV show

11:15 The mental health ramifications of a crisis

13:55 Kate's work in the #MeToo movement

15:00 Financial victimization of sexual assault victims

17:30 How clients react to hiring Grey Horse

21:30 Standing up for women and their rights

23:30 How Kate transitioned from journalism to PR

This episode’s guest:

• Kate Gardiner on LinkedIn

• GreyHorse.com

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Duyen 'Jen' Truong is the Senior Vice President of Public Relations Operations at Sage Communications. A 20-plus-year PR professional with extensive public sector, commercial, and non-profit experience, Jen has led campaigns with global and national brands and government agencies such as the USDA, the Defense Department, and the Centers for Medicare and Medicaid Services. Here, she discusses how, as a Vietnamese refugee, she learned firsthand about the power of government and has brought that belief into her work as a PR professional.

Key Takeaways:

- How Jen fled Vietnam and came to America

- Challenges of working with government clients

- How Jen and Sage helped create MilitaryChildcare.com

Episode Timeline:

1:30 How Jen has witnessed the transformative power of government

4:15 Jen's arrival in America

4:40 Tod's mother's work for Vietnamese resettlement

6:45 The biggest challenges PR professionals face working with government agencies

8:00 Creating incentive packages for influencers and celebrities

9:45 Why government agencies can't take public positions on policy

11:30 The advantages of working with government clients

13:00 What PR pros should know about working with the government

15:15 PR can bring the government third-party credibility

16:00 How administration changes affect PR messaging

18:00 Sage Communications work with MilitaryChildcare.com

20:30 The erosion of trust in government

This episode’s guest:

• Duyen 'Jen' Truong

• Sage Communications’ Website

• Sage Communications on LinkedIn

Subscribe and leave a 5-star review:

https://pod.link/1496390646

Contact Us!

• Join the conversation by leaving a comment!

• Follow us on Facebook, Twitter, Instagram, and LinkedIn!

Thanks for listening!

Hosted on Acast. See acast.com/privacy for more information.