Kristy Shen and Bryce Leung are the dynamic duo behind the Millennial Revolution blog and movement. In this insightful episode, Kristy and Bryce discuss their journey from house-hunting to achieving Financial Independence (FI) and retiring in their early 30s. They delve into why they chose to reject traditional housing and career advice, their inno…

Join Tina and Fritz as we deep dive into "The Matters of the Heart." Spiritual matters of the heart often delve into the deeper aspects of our emotional and spiritual well-being. These are the areas where faith, love, compassion, forgiveness, and inner peace intersect. Proverbs 4:23 says "Keep your heart with all diligence, For out of it spring the…

If your agency does creative work, it’s easy to think that WHAT you deliver to your clients is all that matters. But according to Guy Bauer, Founder of Umault, a B2B video ad agency, that’s only half of the client satisfaction equation. The other half is something we neglect all the time. In today’s conversation, you’ll learn: The hidden reason cli…

Hey everyone, today is a solocast hosted by yours truly. There are 3 primary reasons I see teams failing, so I wanted to provide a quick episode to help you tackle those challenges and hopefully gain some forward momentum. ----------- Today’s episode is brought to you by ZenPilot. There are lots of tools out there for agencies to manage projects. B…

Meet Nadia and Nicole, the Wealth Twins! Raised by a single mother in New York City's toughest projects, these twin sisters overcame obstacles to graduate from Columbia University, work on Wall Street, and ultimately achieve early retirement. In this episode, they recount experiences from 9/11 and the 2008 financial crisis, discuss multifamily real…

Say “goodbye” to generic content and marketing copy that doesn’t hit the mark. In this episode, we talk through the best ways to use subject matter expert interviews to inform your marketing strategies and copy.By Lean Labs

Hey everyone, today I’m joined by Ben Catley-Richardson. AKA: The Accountability Viking. Ben is the founder of Get Shit Done and Have More Fun, an agency coaching business for founders who want to stop sacrificing their sanity. Not only does he have some great methods and systems to make this happen, but many of the ideas are led through studies in…

Joe Saul-Sehy of Stacking Benjamins joins the show to discuss financial planning, overcoming debt, and the importance of surrounding yourself with the right people. Joe shares his personal journey of financial mismanagement as a young financial planner, the principles behind the efficient frontier, and his thoughts on target date funds. Tune in to …

Have you ever dealt with a client that was acting a little…client-ey? They’d demand you drop everything to meet at a moment’s notice. Maybe they’d beat you up over price all the time. Maybe, they were the type of client whose demands just kept escalating. If you’ve dealt with clients acting this way, you’re not alone. In a special episode of the po…

Hey everyone, today I’m joined by Mikael Dia. Mikael is the founder of Funnelytics and a former agency owner. As a previous user of Funnelytics and a firm believer in the power of offers, I was excited to get Mikael on the show to discuss how agencies can productize their offerings. In the episode, we discuss: How to make data-driven decisions in y…

Bill and Jackie sit down with 'Jay,' an anonymous guest who shares his incredible journey from a military and police background to achieving financial independence by the age of 39. Jay discusses his experiences on the SWAT team and as an undercover detective, and the mental health challenges that came with his career. He also talks about his blog,…

A "Joint Christian Testimony" refers to the unified proclamation or statement of faith, beliefs, or experiences by multiple individuals or groups within the Christian community. This type of testimony can serve various purposes, such as demonstrating unity, addressing common concerns, or sharing collective experiences and beliefs. Welcome to the sh…

Chat GPT and other AI tools are changing the game when it comes to content marketing. Explore the ways you can change your content strategy to keep up with the changing rules of SEO and out-rank the competition with helpful, human content.By Lean Labs

Hey everyone, today I’m joined by Garret Caudle. Garret is the CEO of Influent, helping founders ideate, create, and execute on LinkedIn. And they don’t just focus on posting, but rather the full pipeline of social media lead generation. This conversation was a lot of fun and packs a serious punch for anyone looking to jumpstart their publishing jo…

Meet David and Stephen Baughier, twin brothers and prominent figures in the Financial Independence community. David, a 20-year Navy veteran and founder of Fiology, and Stephen, creator of CampFI, share their financial journeys from early money lessons to becoming community leaders. David, Stephen, Bill, and Jackie discuss the impact of life events,…

Is your agency leaving nearly 2/3rds of your new client acquisition up to chance? If so, you’re not alone. But it doesn’t have to be that way. According to research from WordStream, 60% of most new agency clients are coming from a channel that you can’t directly control, let alone scale. That scary stat is exactly what today’s guest is helping agen…

Hey everyone, today I’m joined by Ryan Watson. Ryan is a partner at Upsourced, providing outsourced accounting, financial strategy, and M&A advisory services for creative agencies. I’d previously heard Ryan on a lot of podcasts and knew he’s a man of the numbers. So I was excited to get him on a episode to talk about the financials behind running a…

Today we dive deep into the stock market with special guest, Brian Feroldi. As a financial educator, YouTuber, and author of “Why Does the Stock Market Go Up?”, Brian shares his wisdom on the long-term growth of the S&P 500, the significance of stock market indices, and the nuances of volatility and investment strategies. Bill, Jackie, and Brian di…

What if you could double the ROI of all your marketing efforts with just one sales rep? In this episode, we chat with a seasoned biz dev pro to uncover the secrets of “speed to lead.” From crafting the perfect messaging to leveraging data and automation, we'll explore the tactics and best practices you need to take your sales game to the next level…

Hey everyone, today I’m joined by Corey Quinn. I’ve been a longtime follower of Corey’s, and with the publishing of his book, “Anyone, Not Everyone,” I knew we needed to get him on the show. Corey’s an agency coach and helps founder get out of founder-led sales, so they can spend more time doing what they want rather than being tied to every prospe…

Amy Weinland Daughters is an award-winning author and keynote speaker, who joins Bill and Jackie to chat about the powerful impact of handwritten letters in the digital age. Amy shares her unique journey of reconnecting with an old friend, leading to an inspiring project of writing 580 letters to her Facebook friends. Learn about the transformative…

Your life as an agency owner is crazy–you’re hiring (and probably firing), doing business development, meeting with clients, preparing pitch decks, trying to lead your team and a million other things. But, did you know there are only 5 things you should be spending your time on–if you want to successfully scale or sell your agency? Jason Swenk is t…

Hey everyone, today I’m joined by Bryan Byler. Bryan is the COO at Aptitude 8, a HubSpot Elite Partner. He’s got an impressive range of experience from tech, systems analytics, program management, and business operations. He’s also a very down-to-earth guy, as seen in his LinkedIn content. And that got me excited to have a very real conversation ar…

Chris Mamula, a former physical therapist who achieved early retirement at 41, shares his journey from financial mistakes to becoming a Certified Financial Planner (CFP) and a prominent voice in the FIRE movement. Discover practical tips on budgeting, saving during peak earning years, and utilizing retirement calculators. Chris, Bill, and Jackie ch…

Here is the second half of Bill and Jackie’s conversation with Mindy and Scott on the BiggerPockets Money Podcast. They dig into the practical steps on how to start your financial journey as a late-starter. Enjoy! 🔗 Connect with us Buy CUtFI a coffee Record a message for CUtFI Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get…

Lead generation is crucial, but many trip up and waste money and effort. We outline frequent lead gen mistakes like poor targeting and messaging, not tracking ROI, and more. Plus practical tips to improve lead quality and conversion rates.By Lean Labs

Hey everyone, today I’m joined by Chris Dreyer. Chris is the founder and CEO of Rankings.io, where he leads a team of SEO specialists to help law firms and personal injury lawyers dominate first-page rankings on Google. Chris is a powerhouse in the SEO game and I was very excited to capture insights. But we went even deeper, getting into agency ope…

Tae Kim, also known as the Financial Tortoise online, is a former U.S. Army captain, MBA graduate, and finance director turned successful personal finance YouTuber. He shares his journey from being $105,000 in student debt to achieving financial security and discovering the Financial Independence movement. Tae chats with Bill and Jackie about his e…

"Music speaks" is a powerful phrase that reflects how music has the ability to convey emotions, tell stories, and communicate across cultural and linguistic boundaries. It captures the idea that music can express what words sometimes cannot, touching us deeply and resonating with our innermost feelings. What does it mean to you? Welcome to show Mr.…

Do you feel like something’s not working in your agency? You’ve got processes that are outdated (or just plain not documented). You’ve got tools that aren’t the right fit or you’re not getting enough out of. Even though you feel the need for change, it terrifies you. If so, you’re not alone, I was at an agency-focused conference in Denver just a fe…

Bill and Jackie were invited to join Mindy and Scott on the BiggerPockets Money podcast to go through a step-by-step process of how to get started on the path to financial independence as a late-starter, a topic highly relevant to their audience. Take a listen to this week's part one and then tune in next week for part two! 🔗 Connect with us Buy CU…

Hey everyone, today I’m joined by Jen Spencer. Jen is the CEO of SmartBug Media. At Inbound a few years ago, I’d met some of the SmartBug team and they raved about working there. So, when an opportunity arose to interview their fearless leader, I jumped at the chance. Jen took over as CEO after being SmartBug’s VP of Sales and Marketing and then CR…

Meet Aaron Thomas, an attorney, founder of Prenups.com, and author of the book "The Prenup Prescription." In perfect time for wedding season, Aaron chats with Bill and Jackie about how a proper prenup can not only protect but improve your relationship. As a former divorce attorney who helped hundreds of clients secure favorable settlements, Aaron s…

Today we're rerunning our episode with Jonathan Clements who is a dear personal friend and a friend of our community. He recently posted on his blog, HumbleDollar, about his final lap around the sun yesterday. Let’s send him our love. 🔗 Connect with us Buy CUtFI a coffee Record a message for CUtFI Thank you to our sponsors: Personal Finance Club (U…

We reveal proven tactics to create a sustainable self-funded growth loop. Learn to reinvest revenue strategically, foster word-of-mouth, build customer evangelists, optimize lifecycle marketing, and lock in a capital-efficient growth machine.By Lean Labs

Hey everyone, today I’m joined by Mike Schmidt and AJ Rivera. They are the founders of Agency Coach where they help agency owners improve all facets of their business. For a bit more background, Mike was the founder of the agency Anchor Wave which AJ joined to lead sales. Now, the business is able to run without them as they work on other ventures.…

Kyle Landis-Marinello is a practicing attorney specializing in environmental and energy law. Bill and Jackie dive deep with Kyle into topics such as socially responsible investing, student loan forgiveness, and his book, Personal Finance and Investing: How Anyone can Make More, Spend Less, and Invest Wisely. We also learn about Kyle’s unique financ…

By Fritz Amrhein

Agency clients often want more strategic consulting from the agencies they hire. At the same time, many agencies feel like the services they’re delivering are often undervalued by the clients they serve. If both of these are true, then why are so many agencies caught in what Pete Caputa calls the “Tactician’s Trap” where it feels like you’re on an …

Hey everyone, today I’m joined by Logan Lyles. Logan is the former VP of Sales & Customer Experience at Sweetfish, and now handles evangelism and content at Teamwork.com. Logan has interviewed hundreds of agency owners and experts as the host of the podcast, Agency Life, and has countless insights from those conversations. For a lot of today’s epis…

Meet the dynamic duo, Alan and Katie Donegan! The Donegans, known for their Rebel Finance School and Rebel Business School, share their insights on living an extraordinary life, both financially and personally. From defining what “extraordinary” means on an individual level to the importance of financial independence and entrepreneurship, Alan and …

Rapidly scaling a startup comes with unique challenges. We outline common scaling pitfalls to avoid, when to focus on growth vs profitability, tips to scale your team and operations, and key strategies for setting your startup up for long-term success.By Lean Labs

Hey everyone, today I’m joined by Justin Graci. Justin is a Marketing Fellow at Hubspot and works with and through ecosystem agency partners for go-to-market efforts. A 'Marketing Fellow' at HubSpot is described as "a highly experienced and accomplished individual who brings a unique and specific subject matter expertise that is difficult to find i…

Donna Peterson is a retired supervisory special agent and joins Bill and Jackie to cover the essential topic of internet and financial security. Drawing from her extensive background in combating cybercrime with the FBI, Donna shares her expert advice on how to secure personal and financial information against common hacks, the importance of two-fa…

By Fritz Amrhein

Psalm 88:8 (NIV) "You have taken from me my closest friends and have made me repulsive to them. I am confined and cannot escape; join Fritz and Tina on this edition of God Stories Radio, for a real-life discussion of this verse and its impact on both of us in the present day.By Fritz Amrhein

He went from working 70-80 hour weeks to building a 7-figure agency with 50% profit margins while only working about 1 hour per week. Today he’s the founder of GrowthDaily.com & AgencyReviews.io & he’s known by his 45,000 followers on X as @MarketingMax, but several years ago he was an agency co-owner struggling to make the sort of money he wanted …

Hey everyone, today I’m joined by Karl Sakas. When I first joined the agency world, Karl had the first books I read to understand what I was getting myself into. So, I was very excited to get him on the show to talk about the future of agencies and how he sees things changing. Karl has a wealth of knowledge in all things agency, and he’s got some g…

Christine Benz is the Director of Personal Finance and Retirement Planning at Morningstar. Christine shares her extensive insights into retirement planning, emphasizing the flexibility and adaptability of the 4 percent guideline over the rigid 4 percent rule. She discusses the value of variable withdrawal strategies, the importance of personalizing…

Unleash the power of HubSpot to catapult your growth. We explore key tools, discuss smart ways to maximize HubSpot's marketing, sales, and CRM features, and how to integrate it all to accelerate pipelines and skyrocket revenue.By Lean Labs