The WIN Podcast

Matt Yesbeck and Gage Yesbeck saw a major gap in the #MSP space when companies were maturing and following the Mike Michalowicz business guide "The Pumpkin Plan." There's just no great way to #fireclients. Even #PumpkinPlan can create some hurt feelings. Especially if that client was one of your "OGs" - a loyal customer who gave you a shot when you were just a guy with an idea and a love of #technology. It's not their fault you didn't understand #MSPpricing or your #perclientprofitability when you started your #mspbusiness - but they're the ones who start paying the price for it.... So how do you part ways elegantly with a client who is no longer a best-fit client - and probably not getting your best-fit service any longer without souring your relationship and your reputation? Listen to the #WINpodcast this week to learn about The_MSPX - a contract exchange match helping MSPs find other trusted MSPs that they can recommend to the clients that they're outgrowing. Listen to it on any major #podcast platform or read about it here: https://lnkd.in/gD7By74M

LERMA/ has been enjoying the #superbowl spotlight for several years now - with spots for The Home Depot, and more recently He Gets Us. If you watched the big game last night, you saw the most recent /LERMA spot - advertising .... Jesus. That's right, #Jesus has a brand, and /LERMA has been an excellent #brandambassador. #HeGetsUs Pedro Lerma was nominated for the EY #EntrepreneuroftheYear in 2024, and his #entrepreneur journey has been nothing short of inspiritational! Catch Mr. Lerma on the #WINpodcast discussing both the beginnings and the rocketship growth of his award-winning #inclusive #adagency that helps #brands truly connect with diverse segments that other agencies haven't been as quick to embrace, or haven't embraced with authenticity that those market segments (remember the #people - we are selling to people not profiles!) You can find "WIN with Richardson & Richardson" on any major #podcast platform or listen to it on the Your IT Podcasts Network right here: https://lnkd.in/gz7JBWj5

Last year on the #podcast I interviewed IM Financial founder Rodrigo Acuna about how #predatorylending disproportionately impacts "unbanked" communities, and more specifically about the importance of providing free financial literacy resources for second generation Americans who are becoming #underbanked #entrepreneurs after being raised in "blue collar" immigrant families with little trust or use for the US #bank system. I think about that podcast a lot - as a US immigrant myself, securing #credit in America was nearly impossible, and I grew my business without access to real credit options of any kind. (one major bank was so kind as to give me a secured - for double the amount I could carry on it - MasterCard to use to help me grow my profitable, established 7-figure services business that wouldn't cover a domestic flight or a client dinner) Many years, a US #creditunion relationship and two exits later....my phone now rings all the time with queries from #investmentadvisors from those major banks that wouldn't lend to me - it seems they would really like to be of assistance to me now! But I'm a classy dame, I will only dance with the ones that brung me. That's Rodrigo's theory behind tying financial literacy to lending - be the first positive banking relationship for an entrepreneur and you will probably retain that business for the long haul. Today I got a pre-approved credit offer from a popular online payment platform. I don't need, nor do I want more credit, but their offer on the surface SEEMS attractive - get approved, buy anything you want over $250 and pay it off in 6-12 months (depending on the offer) at 0% interest. If you use it for lower purchases than $250 the 0% offer doesn't apply and you can't combine items - so it's forcing you to make bigger purchases to get the "better" #financing terms. Out of curiosity, I reviewed the fine print and the Ts and Cs of the credit agreement, and I don't understand them. What am I charged for? How? When? Under what circumstances? Late fees of $41.00 on missing the minimum payment on a maximum $250 line of #credit - plus the penalty #interest at 35% calculated daily from the day I made the purchase to the time my first payment is late? I think? I have watched a lot of mob movies, I think I might take my chances with Big Vinny over this confusing (and pulled right out of my bank account by #ACH) variable #loanservice... How many people will read the contract accompanying their credit application when they need to get their car fixed today to get to work tomorrow? Listen to the #winpodcast to learn how this #startup #fintech #founder is trying to provide options to help people avoid this kind of #lending here: https://lnkd.in/gisv6Sk7

New year, new guests sharing insights with Carrie Lynn R. and Ian Richardson from Fox & Crow Group on The WIN Podcast. Our first guest of the year is sharing advice on #podcasting, building your #brand and how to be a better #podcast host and guest. Josh Adam Silvestro is a Brand Ambassador for Command Your Brand, a company that helps business owners and thought leaders become a better podcast guest, and find more opportunities to be on podcasts. Learn how you can use podcasting for #prospecting, #brandawareness, #publicspeaking prep and #PR With books and courses, they offer a DIY approach, or you can take advantage of their fully managed approach to podcasting: you just show up for the podcast and they take it from there. Done correctly, podcasting leads to new #opportunities, a larger #network, name and brand recognition. Consistency is the key to success, having someone help makes it easier. Listen in here: https://lnkd.in/grPVc6Zk

Happy holidays we will be back in the new year! https://lnkd.in/gbVPR3V5

Join Carrie Lynn R. and Mike Ita in a conversation about #niche #MSP businesses and the pros and cons of specializing in one industry. Listen on any podcast platform or here: https://youritpodcasts.com

WIN host Carrie Lynn R. was interviewed on the Joey Pinz Discipline Conversations Podcast at Liongard #Roarcon24 - check it out here: https://lnkd.in/gEMWH72n

John Ahlberg has a unique and effective approach to finding and retaining #MSP talent. In fact, when I invited him to be on the podcast, we had to work around their company-wide trip to Cancun! In this week's podcast, learn some #recruiting and #retention ideas from the founder and CEO of Chicago-based Waident Technology Solutions https://lnkd.in/gUYRKfYj Got some WINNING tips of your own to share? DM Carrie Lynn R. to book a time to share it!

A little twist as WIN co-host Ian Richardson from Fox & Crow Group appears on #ClueConWeekly to talk about the importance of #financialplanning and #exitstrategy for business owners! Thanks for hosting Luca Pradovera https://lnkd.in/gagGacMD

This week on WIN: Listen to Daryl D'Souza, co-founder of Canadian #MSP Technique.ca share his process for #leadgeneration , his vision for the future (including #expansion into the middle east), and how he manages #worklifebalance while #scalingup his #ITbusiness. Hint: having a co-founder focused on #servicedelivery and a co-founder focused on #sales and #marketing helps. Listen to #WINPodcast with Carrie Lynn R. on any podcast platform. Here's Daryl's interview: https://lnkd.in/gc6tenSc