x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

Rooted In Revenue

Susan Finch & Lany Sullivan

Revenue and sales are built on a solid operational foundation that allows marketing to thrive in an ever-changing environment with technology. Brought to you by speaker, branding strategist, producer Susan Finch, and Lany Sullivan, Fractional COO, and Strategic Consultant. This show is part of Funnel Media Group’s monthly line-up of podcasts.

business marketing

All Episodes

26:29

How AI and Time Management Converge for Maximum...

Rooted In Revenue ·

2024/05/07

Time management is more critical than ever, especially with the rise of AI tools and virtual assistants. Properly tracking and documenting how you spend your time can lead to significant benefits, from increased productivity to smoother delegation and onboarding. In this episode of Rooted in Revenue, hosts Susan Finch and Debi Davis dive deep into the future of time management and its intersection with AI. They discuss practical strategies for optimizing your time, such as using customized systems,

en

12:16

Checklist for Real Estate Brokers Before You Leave...

Rooted In Revenue ·

2024/04/30

Are you a real estate broker on the brink of a major change? Whether you're considering leaving a franchise to establish your brand, or switching franchises, this transition can be both exhilarating and daunting. The key to success lies in meticulous planning and preparation. In this episode, Susan shares her expertise to guide you through the critical steps you need to take before leaping. Susan provides a small portion of a comprehensive checklist to ensure a smooth transition from establishing

en

23:30

Protect Your Business, Protect Your Clients:...

Rooted In Revenue ·

2024/04/23

Are your business's internal controls and security measures up to par? In this final episode of our 6-part series, Lany Sullivan and Susan Finch dive deep into the importance of protecting your clients' information and your own liability. They expose common pitfalls like using sticky notes for passwords or entrusting cash transactions to a single person. Lany and Susan emphasize the critical need for secure password management, digital money trails, and multi-person verification processes. They urge

en

26:17

Building a Sustainable Tech Stack - Do you still use it?

Rooted In Revenue ·

2024/04/17

This episode will give you an actionable list to evaluate your current tech stack. Lany and Susan will also give you ideas on what to look for when evaluating new pieces to your tech stack. Did you know that anything you log in to for your business is part of your tech stack? Lany will give you her strong opinions on several pieces of software and tools. Susan will give some real examples on ways to test what you are using and lock it down to make it more effective.Questions you need to know about

en

25:30

Visionaries & Integrators: Navigating the Generalist...

Rooted In Revenue ·

2024/04/09

Susan Finch and Lany Sullivan dive into the crucial decision of hiring generalists or specialists for your business in this insightful episode of Rooted in Revenue. They discuss the roles of virtual assistants (VAs), online business managers (OBMs), and the importance of finding the right fit for your team. Lany emphasizes the significance of hiring based on your specific needs and goals, rather than defaulting to a VA. The duo also touches on the value of fostering a supportive and empowering work

en

29:32

Love, Hate, Delegate: Transforming Your Business...

Rooted In Revenue ·

2024/04/01

Are you drowning in tasks and struggling to let go of control in your business? In this third episode of the Rooted in Revenue series, Lany Sullivan and Susan Finch dive into the power of delegation and how it can lead to more time and freedom. They discuss the importance of identifying tasks you love and hate, and provide practical strategies for delegating at all levels of your organization. From overcoming the fear and vulnerability of delegating to developing trust with your team, Lany and Susan

en

33:08

Mastering Growth: 4 Signs You Need a Business...

Rooted In Revenue ·

2024/03/27

Susan Finch and Lany Sullivan are plunging into the inky black to tackle the four crucial moments when conducting a business assessment, which is an absolute must. They'll help you identify the signs that your business is ready for a thorough evaluation, and trust us, ignoring these red flags could lead to a total "blowup" down the line – and nobody wants that!Lany shares her expert insights on navigating the challenges of rapid growth, delegating effectively, optimizing your tech stack, and

en

22:40

Prioritize for Profitability: Establishing...

Rooted In Revenue ·

2024/03/19

Are you leaving money on the table in your business? If you haven't evaluated your entire customer journey from end to end, chances are there are holes that are costing you revenue. In this episode, operations experts Susan Finch and Lany Sullivan dive into why your customer journey is the key to sustainable revenue. They share examples of the broken processes they often see, and provide practical advice for establishing foundational systems that will help you shift from constantly rebuilding your

en

24:04

You Can't Manage What You Don't Measure

Rooted In Revenue ·

2024/03/12

In this episode of Rooted in Revenue, host Susan Finch welcomes back Debi Davis, owner and operator of 3D Communications AI, for an insightful discussion on the importance of measuring and managing data to drive business growth. CEOs and CROs will find valuable insights as Debi shares her expertise on analyzing processes, improving communication, and leveraging data to make informed decisions. Discover how to effectively collect, organize, and utilize data to enhance your company's performance and

en

34:25

From Chaos to Clarity: A 3 Step System to Organize...

Rooted In Revenue ·

2024/03/04

Feeling scattered trying to manage and grow your business? Plagued with impulsive ideas but little follow-through? Do distractions keep you from moving forward effectively? My friend and business coach Debi Davis shares hard-won wisdom for overcoming chaos and dysfunction. If you lead or own a small or mid-size B2B company, listen in as Debi and I discuss bringing order to operations, planning, and execution. Learn a simple yet powerful three-step formula encapsulated as “frame, focus, follow

en

24:20

Customer Intelligence Fuels Growth - The Overlooked...

Rooted In Revenue ·

2024/02/22

CEOs, are your metrics telling the whole story of your company’s health? Susan Finch poses this vital question to her guest, customer intelligence expert Laura Patterson, in this episode. Laura spotlights critical yet overlooked metrics beyond sales and profit — brand equity and customer value. These interlinked measures provide unparalleled visibility into your company’s ability to attract, retain, and expand customer relationships over time. According to Patterson, savvy executives harness these

en

35:22

Runway to Lift-Off: Rapid Product Launch

Rooted In Revenue ·

2024/01/18

Do you have a revolutionary business idea but struggle with bringing it to market? Have you invested significant time and money into a product with no traction? As an entrepreneur and inventor at heart, Sushee Perumal has been in your shoes. After exiting his prior role, he was inspired to launch Flight Level 180 to provide startups and founders the capabilities in technology, marketing, and sales required to accelerate getting products from idea to market fit. In this episode, learn Sushee’s

en

24:19

Stories Forge Trust, Vulnerability Connects People

Rooted In Revenue ·

2024/01/04

Communication skills are invaluable yet often overlooked. In this episode, Susan sits down with Matt Heinz, President of Heinz Marketing Inc. He's an established podcaster and marketing leader. They discuss practical ways we can become better communicators by creating and sharing our stories. They explore how opening up builds connection and trust—when we lead with vulnerability, we grant others permission to do the same. The resulting environment fosters mutual understanding between all personality

en

15:00

The Digital Handoff: Digital Asset Transitions for...

Rooted In Revenue ·

2023/12/21

Have you ever volunteered your time to lead a professional organization or community group, only to face a tangled transition handing everything over to your successor? Between forgotten passwords, outdated contact lists, and confusing file permissions, it's enough digital chaos to make you want to resign on the spot!Well, take a deep breath and lean in. In this episode, we'll untangle the mystery of smooth leadership transitions when it comes to your online assets. With empathy, humor, and

en

27:18

Career Conversations That Drive Engagement and Success

Rooted In Revenue ·

2023/10/31

What if we viewed every employee as having untapped potential waiting to be uncovered? Russell Kern joins Susan in this episode to discuss how shifting to strength-based coaching can profoundly transform organizations and lives. Through focusing regular conversations on nurturing strengths, managers become empowering partners in their employees' career journeys. Employees feel recognized for their unique abilities and supported to grow as individuals. Imagine the ripple effects across teams and

en

30:25

Trust and Control: Demand Generation for Today’s Buyers

Rooted In Revenue ·

2023/09/13

We have a highly specialized guest who will help us navigate the evolving landscape of consumer behavior as it relates to demand generation. Deanna Shimoto, with over eight years of expertise in marketing and demand generation, joins us to share insights that couldn't be more relevant to our current business climate. As Deanna aptly puts it, "Buyers, consumers in general, are spending significantly more time digging in and doing their own research." This shift in consumer behavior is transforming

en

20:30

Strategizing AI Adoption: An Ethical Roadmap for...

Rooted In Revenue ·

2023/08/30

In this episode, Susan Finch and Tessa Burg dive deep into the ethical and strategic incorporation of AI tools, such as ChatGPT, into business workflows and educational systems. They discuss the importance of understanding biases, setting up standards across the company, and adopting a cautious approach to the usage of generative AI tools. They emphasize the need for a strong QA process and internal policies to protect clients and businesses. Additionally, they touch on the importance of educating

en

22:33

You Can Work Full-time AND Be a Published Author

Rooted In Revenue ·

2023/07/25

Jo Dale Carothers has just published Royally Deceived. I sat with her yesterday to talk about the process of someone who works full-time AND wants to be a published author. One of her big takeaways - research free resources, talk to other authors in your genre, and put together a team. Here is an excerpt from the interview. If you know you have a book in you, you'll want to listen to this episode. Maye you will be like Jo Dale and realize you don't just have one book in you, but two, then four, then

en

17:36

Fostering Psychological Safety: A Key to Company Success

Rooted In Revenue ·

2023/07/19

Psychological safety is crucial for organizations to thrive, contributing to talent retention and overall success. Companies that create a culture of psychological safety outperform those that do not. Join Susan Finch and Rob Brodo to continue their discussion on leadership simulations. Creating a psychologically safe environment requires leaders to establish trust and make employees feel comfortable taking risks, challenging the status quo, and expressing their concerns. It involves treating

en

13:51

Skills Needed to Drive Performance Through Effective...

Rooted In Revenue ·

2023/07/11

Susan Finch and Rob Brodo from Adventexe delve into the crucial role of coaching in driving organizational success. Recent studies have revealed that companies with a strong coaching culture are classified as high-performing organizations, and you won't want to miss out on that kind of achievement. Rob shares invaluable insights on coaching dialogue, coaching effectiveness, and the overall approach. They debunk the misconception that each company's coaching needs are vastly unique, emphasizing the

en

154 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...