Balancing Protection and Simplicity in Your Vendor Contracts
Are you a small business owner unsure about contracts, roles, and expectations with your clients? In this episode of Rooted in Revenue, we dive into the importance of having clear agreements to protect you and your clients. As vendors, we understand the challenges of navigating these relationships and the potential pitfalls of not having a solid foundation. We discuss what clients should expect from you, how to demonstrate [...]
Vetting Vendors: The New Shiny Thing Or Vendor is Tempting, But Can Be Costly
Are you entrusting your business to the right vendors? In this episode of Rooted in Revenue, Susan Finch and Lany Sullivan dive deep into the crucial topic of vetting vendors. From graphic designers to accountants, they share eye-opening insights on what to look for and what to avoid. Discover the importance of securing your intellectual property, protecting your sensitive information, and ensuring your vendors have your back in [...]
Before you react out of fear, read the fine print of letters.
Fear-mongering, creating chaos, panic, and confusion, is the goal of some unscrupulous companies, such as W.C.S., to get you to act and pay them money. Each year, a company called W.C.S. sends out an official-looking letter about filing my annual report for my LLC. It has a registry number, a generated customer ID number, and many other official information pieces. The state of Oregon confirms that it's a [...]
How AI and Time Management Converge for Maximum Efficiency Guest: Debi Davis
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 [...]
Checklist for Real Estate Brokers Before You Leave Your Franchise
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 [...]
Protect Your Business, Protect Your Clients: Mastering Internal Controls and Security
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 [...]
Building a Sustainable Tech Stack – Do you still use it?
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 [...]
Visionaries & Integrators: Navigating the Generalist vs. Specialist Hiring Maze
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. [...]
Opportunities and Saying Yes – Expand Your Comfort Zone – Path of Totality
Consistent evidence has shown me that saying yes to something unexpected, unusual, or outside my comfort zone typically pays off in one way or another. I'm reminded of this with the upcoming eclipse on April 8 at 11:07 am. (details on NASA's site). Recently I was with a group of professionals and when the topic came up, any blew it off as not being that interesting, not momentous. [...]
Love, Hate, Delegate: Transforming Your Business Through Delegation
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 [...]
Mastering Growth: 4 Signs You Need a Business Asssessment
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 [...]
Branding Woes: My designer is no longer around.
You pay vendors, such as our company, to create logos, branding, and templates for you. I'll repeat it - you PAID them to make these FOR YOU. The vector files are YOURS. Make sure this is clear when you hire a company or individual. Before you hire someone to create these assets for you, make it clear to them what you will be given before they are paid. [...]