Key Man, Part 1: Who’s Really Keeping Your Business Running?
Most business owners think they know who the key person in their organization is. They think of the CEO, the founder, the executive. But Susan Finch and Lany Sullivan have a different perspective, and once you hear it, you cannot unhear it. In this episode, Lany opens with a concept borrowed from the insurance world: Keyman Insurance, which is an actual policy that protects a business when something [...]
The Ambassador You Didn’t Know You Were
While editing an episode of Leader Generation, I heard something that stopped me mid-cut. The guest — Mariano Bosaz, VP of Global Consumer Strategy at Coca-Cola and author of The Digital Mindset — had dreamed of becoming an ambassador for a country. Official title, formal post, the works. It didn't happen. (Turns out without a family diplomat connection, they just send you somewhere terrible when you're old to [...]
Why Your Best Business Tool Might Be Restraint Guest: Laura Patterson
Susan Finch sits down with Laura Patterson, President and Co-Founder at VisionEdge Marketing. They explore why businesses chase shiny new tools instead of maximizing what already works, the real cost of remote work on mentorship and professional development, and how strategic restraint might be the most powerful tool in your marketing arsenal. Laura brings decades of experience helping companies achieve measurable business outcomes through marketing, while Susan brings [...]
How Your Nap Spot on the Couch Affects Your Business Success
After getting flooded with AI-generated guest pitch emails, Susan and Lany decided to remind everyone what Rooted in Revenue is really about. It's not just about making money. Everything you do impacts your revenue: your sleep patterns, your workspace, your team, even that specific spot on your couch where you always fall asleep. The podcast is about how to keep money from draining out of your business through [...]
Tool Addiction is Killing Your Company Culture
Technology promises to solve every business problem, but what if the tools themselves are creating the chaos? Susan Finch and Lany Sullivan explain some reasons why organizations continue to struggle despite investing in the latest software, platforms, and systems. The pattern is predictable: Someone attends a conference, hears about a game-changing tool, signs up immediately, and brings it back to the team without considering compatibility, redundancy, or whether [...]
When Leadership Changes Every Year, Who Remembers What Works?
Every January, many professional organiztaions get a new board. New president, new treasurer, new committee chairs. They're enthusiastic, they have ideas, and they want to make their mark. By March, someone's asking why they have three different email marketing platforms. Nobody knows. The previous board didn't document it. The board before that is long gone. By June, someone suggests trying a new membership database because "the old one [...]
The Real Cost of Handing Out Company Credit Cards Without Controls
Susan Finch and Lany Sullivan dig into something nobody wants to talk about but everybody needs to hear. A client's new bookkeeper asked a simple question about canceling a former employee's card. The owner said they already had the card. Turns out the physical card was in a desk drawer, but the numbers were saved in the employee's personal Amazon account. For 18 months. Lany brings her banking [...]
The Content Churn Killed Quality and We Let It Happen
We're drowning in content glut. Empty posts churned out to keep up with everyone else. There's no joy, no depth, no controversy. You can FEEL the difference between obligated content versus real engagement. What are we losing? The skill of conversation. The skill of listening. Those spontaneous "hey, come look at this" moments. Pulling each other into offices to analyze something together. These aren't scheduled Q&A sessions. These [...]
Avoid Becoming Part of the AI Blah Blah in Your Marketing Strategy
Your Opinions Are the Point. Don’t Edit Them Out The Problem We're Seeing Every Day My clients and collaborators are being told constantly: "Spend 15 minutes on social media daily! Post on LinkedIn! Make more videos! Use AI tools!" While these tools can save time, most business owners and professionals are using them carelessly. The result? LinkedIn and other social feeds flooded with content that screams "AI wrote [...]
Forget the Coke Ads: David Berkowitz on AI That Makes Dogs (and Brands) Winners
David Berkowitz keeps it real about AI marketing - why Pedigree's invisible AI beats Coke's flashy ads, and how you can start experimenting today (for free!).
SOPs – Your Business’s Secret Weapon Against Chaos
Stop drowning in business chaos - your SOPs are the life raft you need. In this game-changing episode, Susan Finch and Lany Sullivan expose why your team's knowledge hoarding is sabotaging growth and share their proven system for creating procedures that actually get used. They reveal why writing at a 5th-grade level isn't dumbing down - it's smartening up your business operations. From horror stories of employees creating [...]
You Earned It, Now Flaunt It: Marketing Your New Professional Designation
You earned that certification. Now what? If you're like most professionals, you invested time and money into leveling up your expertise... only to let that shiny new credential sit quietly in your inbox, in your bank statement, rather than on your LinkedIn profile. Sound familiar? In this episode of Rooted in Revenue, I'm sharing the exact 14-day launch plan I use with clients to transform professional certifications into [...]