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. [...]
Prioritize for Profitability: Establishing Foundational Systems for Business Growth
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 [...]
You Can’t Manage What You Don’t Measure: Guest: Debi Davis
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 [...]
Ideas for Posts for Non-Profits and B2C Businesses
Sometimes we are just stuck for fresh ideas. Years ago, I was taught to "ride the hashtag" rather than invent from scratch. With a bit of planning, you can create a bunch of posts to schedule a couple of months in advance to take advantage of some well-used hashtags. For our favorite charity, Binky Patrol, sometimes we want to shake up the posts and take advantage of the [...]