Fortuna Advisors LLC的动态

When it comes to marketing and data analysis, it’s all about testing, tweaking, and finding the value in the technology you’ve invested in. You need to see proof that the tech works and understand how it can actually grow your business. Sometimes, it's simply about building awareness. And while awareness isn’t always measurable, you certainly notice when it’s missing. As a CEO with a technical background, I’ve learned that every tech decision starts with data. It’s the foundation. We need to ask: What’s our current tech stack? What’s the purpose of this new tool? And how long will it take to succeed? When someone tells me it’s going to take 6 months to see results, I often think, 6 months? What’s going to happen in 6 months? But as business owners, we all have goals and targets. The challenge is investing in tech while still meeting your numbers. So, how do you advise someone on this? My advice: If you’re unsure, look beyond the immediate timeframe. It’s not just about the next 6 months or a calendar year—it’s about the long-term survival of your business. Want more insights on how to grow your business with the right strategies? #Marketing #BusinessGrowth #TechStrategy #Leadership #JoeDalton #BreakthroughBrands #Podcast #BusinessTips

Many companies struggle to bridge the strategy-execution gap. The "Plan-then-Do" approach is outdated. Learn a fresh, holistic method to help you earn your seat at the strategy table: https://zurl.co/2X2r #pmostrategiespodcast #impactdrivernetwork #pmostrategies

Many companies struggle to bridge the strategy-execution gap. The "Plan-then-Do" approach is outdated. Learn a fresh, holistic method to help you earn your seat at the strategy table: https://zurl.co/KxxT #pmostrategiespodcast #impactdrivernetwork #pmostrategies

Many companies struggle to bridge the strategy-execution gap. The "Plan-then-Do" approach is outdated. Learn a fresh, holistic method to help you earn your seat at the strategy table: https://zurl.co/4jE6 #pmostrategiespodcast #impactdrivernetwork #pmostrategies

Many companies struggle to bridge the strategy-execution gap. The "Plan-then-Do" approach is outdated. Learn a fresh, holistic method to help you earn your seat at the strategy table: https://zurl.co/4jE6 #pmostrategiespodcast #impactdrivernetwork #pmostrategies

[Link Below] Boosting Your Business: Revenue, Growth, and Efficiency Insights Welcome back to THE EXIT, your go-to podcast for business insights. Today's episode, "Navigating Growth and Preparing for the Exit," features the incomparable Brett Dearing—a maestro when it comes to maximizing business value and guiding owners through growth and transition. Podcast Link: https://lnkd.in/g3pZ7Z6T In this summit workshop, Brett delves into the essential 3:1 revenue-to-expense strategy and the undeniable importance of cash flow forecasting. He lays out a blueprint for success that covers growth planning, the necessity of financial transparency, operational readiness, and the powers of a well-devised marketing strategy. Brett doesn't just stop there; he explores the dynamic role of advisory boards, the influence of global events like the upcoming presidential election, and the intricacies of market drivers that gauge a company's worth. Get ready for sage advice on customer diversification, expense control, and leveraging a CRM system that can pivot your business strategy to combat the challenges of 2024 and beyond. Drawing from an impressive 30-year career, Brett's holistic approach addresses the complex landscape business owners must navigate, from operational efficiencies to preparing for a sale, especially in high-stakes or saturated markets. So, grab your notepad and lean in as Brett walks us through the journey of transforming our businesses into models of growth and prosperity. Remember, whether your revenue is in the millions or just starting to climb, these strategies will help you pave the way for a thriving and sustainable business future. Stay tuned; we're about to dive deep into the world of meaningful business transformation, right here, on THE EXIT. #TheExitPodcast #ExpertNetwork

Exciting Business Roundtable Podcast Recap! ??? Dive into the world of business wisdom with one of our most helpful episodes: Navigating the Tides: Business Owners Confronting Challenges. Some key points you'll learn if you watch our episode: https://lnkd.in/gT3grqPg 1?? "Think Big": Explore the power of thinking beyond limits, overcoming challenges, and fostering a proactive mindset! 2?? "Creativity in Business": Witness stories of businesses adapting creatively, emphasizing resilience and the magic of collaboration! 3?? "Confronting Small Business Realities": Join us in unraveling the challenges small business owners face and the key to understanding cash flow dynamics! 4?? "Financial Resilience": Learn essential strategies for managing cash flow, building reserves, and navigating financial hurdles! 5?? "Growth Ideas": Uncover the secrets to sustainable business growth, embracing change, and leveraging technology wisely! 6?? "Strategic Moves": Delve into the art of strategic implementation, change management, and building resilient teams! ?? Ready for a dose of business brilliance? Re-watch now and level up your entrepreneurial game! #BusinessRoundtable #BusinessWisdom

??? In this episode of The SaaS CFO Podcast, host Ben Murray and guest Trevor Lee discuss the evolving capabilities of data analysis tools in financial planning. Ben highlights the need for dynamic data integration, like calculating win rates across different segments year over year. Trevor emphasizes the power of these tools, allowing users to refine their queries iteratively, such as adding quarters or switching segments for deeper insights. Tune in to discover how advanced data analysis is revolutionizing FP&A and empowering teams to make more informed decisions. Episode 125 is now available, links down below ?? YouTube: https://lnkd.in/gpUX9uzh Apple: https://rpb.li/tgVFdD Google: https://rpb.li/kVW Spotify: https://rpb.li/7pwzP5 #SaaS #CFO #Podcast #DataAnalysis #FP&A #FinancialPlanning #DynamicData #BusinessIntelligence #TechInnovation #FinancialTechnology #SaaSIndustry #TrevorLee #BenMurray #BusinessFinance #IterativeAnalysis #OperationalEfficiency #FinanceLeaders #TechPodcast #BusinessGrowth #FinancialOperations #SmartDecisions

Are you looking to feel inspired and "can do" as we begin 2024? If so, we’ve got just the story for you! It starts with two words: Ambition Enablement. Those two words capture the essence of what gets us up in the mornings. Organizational ambitions AND individual professional ambitions. Unlocking those – on short timeframes and limited budgets – is within reach like no other time in recent history. And it feels like ?? MAGIC ?? In this podcast, Rob and Justin sat down with Kristal Searle – Director of Strategic Projects at Coleman Oil and former CFO at Stinker Stores – to relate her story of organizational and professional success. And it’s a textbook example of the magic: ? Of feeling stuck – and then quickly getting UNstuck ? Of feeling “there’s GOT to be a better way” – and then finding it ? Of realizing their business ambitions – and then expanding them ? Of midsized organizations “punching above their weight” in this new era ? Of turning small teams and limited resources into an advantage Let Kristal's real-world magical tale inspire your own ambition enablement plan. You might discover that more is possible than you even dared hope! Search for "Raw Data by P3 Adaptive" on your favorite podcast platform to listen now! ?? to podcast in first comment. #powerbi #oilandgas #powerplatform #digitaltransformation #powerquery

Who doesn't want to start off 2024 with a little magic? This week's Raw Data by P3 Adaptive podcast delivers a dose that will hopefully inspire you to go after things you didn't think were attainable for your business in this coming year. Learn about Stinker Store's journey with Power BI, from former CFO Cristal Searle, and how P3 Adaptive enabled their ambitions. Podcast ?? in original post comments. #smallbusiness #leaders