Episodios

  • Invest in Building or Buying with Jackie Koch

    Invest in Building or Buying with Jackie Koch
    May 7 2025

    I'm joined by HR expert Jackie Koch, who brings a wealth of knowledge and experience from her extensive background in high-growth startups and HR consulting. We dive into one of the most challenging aspects of entrepreneurship: hiring. Whether you're debating whether to buy talent or build it within your organization, this conversation has invaluable insights for you.

    Jackie and I explore the pros and cons of both approaches, discuss the importance of aligning your expectations with your hiring decisions, and share practical advice on interviewing, onboarding, and creating a workplace culture that nurtures growth. We also touch on the significance of investing in tools and processes that set your hires up for success from day one. Don't miss this episode if you're looking to refine your hiring strategy and avoid costly mistakes. Tune in now and take the first step towards smarter hiring practices!

    What You'll hear in this episode:

    [00:50] Meet Jackie Koch: HR Expert and Business Bestie

    [01:40] The Importance of Hiring the Right People

    [02:55] Jackie's Background and Expertise

    [04:05] Challenges of Transitioning from Corporate to Startup

    [07:00] The Build vs. Buy Talent Dilemma

    [16:25] Benefits and Drawbacks of Buying Talent

    [22:15] Benefits and Drawbacks of Building Talent

    [24:40] The Challenge of Hiring the Right Talent

    [25:35] Building Talent: The Complexities and Importance

    [26:30] Mentoring and Coaching: A Foundational Component

    [26:45] Implementing AI and Training Systems

    [28:45] The Cost and Benefits of Building Talent

    [30:05] Transparency and Honesty in Hiring

    [35:30] Learning from Past Experiences

    [42:05] The Importance of Clear Job Descriptions

    [46:05] Resources for Improving Hiring Processes

    If you like this episode, check out:

    My 3 Favorite Interview Questions

    Authentic Hiring: Showcase Your Values

    How to Keep Employees Loyal

    Connect with Jackie:

    Check out the World's Greatest Boss Podcast https://www.peopleprinciples.co/podcast

    Learn more about hiring and HR templates peopleprinciples.co

    Connect with Jackie on LinkedIn https://www.linkedin.com/in/jackiemkoch/

    Want to learn more so you can earn more?

    Visit keepwhatyouearn.com to dive deeper on our episodes

    Visit keepwhatyouearncfo.com to work with Shannon and her team

    Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

    The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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    48 m
  • I Hired My Husband - Here's Why

    I Hired My Husband - Here's Why
    May 5 2025

    I recently hired my husband, Jason, into our business. Jason, an adept entrepreneur with 17 years of experience, brings invaluable insights into operations and sales. Join us as we discuss the advantages of his unique perspective, collaboration opportunities, and how this move will benefit our clients. Despite bringing personal and professional challenges, this decision aligns with our goal to grow our household income and enhance service for our clients. Tune in to discover how Jason's expertise will revolutionize our business and deliver more value to you.

    What You'll hear in this episode:

    [0:50] Exciting News: Hiring My Husband Jason

    [1:35] Jason's Expertise and Contributions

    [3:35] Collaborative Benefits and Team Challenges

    [4:35] Financial Insights and Consulting Benefits

    [5:45] Household Financial Strategy

    [7:15] Conclusion and Future Plans

    If you like this episode, check out:

    Is Hiring Your Family the Right Thing to Do?

    Is Your CPA a Problem Finder or Problem Solver?

    Expanding Your Worth: Beyond Saving

    Want to learn more so you can earn more?

    Visit keepwhatyouearn.com to dive deeper on our episodes

    Visit keepwhatyouearncfo.com to work with Shannon and her team

    Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

    Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

    The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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    9 m
  • What is Penetration Pricing and How to Use it

    What is Penetration Pricing and How to Use it
    May 2 2025
    In this episode, I dive deep into the concept of penetration pricing—a strategy where you set an initially low price to attract customers quickly and gain market share, with plans to increase your price later. I'll break down how this approach differs from loss leader pricing and explain when and how to use it effectively. Whether you're in a highly competitive market or run a subscription-based service, understanding this pricing model can be a game-changer for increasing customer adoption, building brand awareness, and establishing long-term customer relationships. Plus, learn how to implement limited-time introductory pricing, use creative bundling, and manage the transition to higher pricing smoothly. Remember, while passion drives your business, financial strategy sustains it. Tune in to explore how you can leverage penetration pricing to both scale your business and ensure lasting profitability. What You'll hear in this episode: [0:50] Understanding Penetration Pricing [2:35] Examples and Applications of Penetration Pricing [5:05] Retention Strategies and Pricing Models [12:00] Implementing and Communicating Pricing Strategies If you like this episode, check out: How to Package and Price Consulting Services with Michael Zipursky Why Simply Raising Prices Isn't Enough Do This Before Offering a Discount Learn more about Gusto: https://gusto.com/r/shannon4861 Want to learn more so you can earn more? Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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    17 m
  • Why You Need a Financial Storyteller

    Why You Need a Financial Storyteller
    Apr 30 2025

    In this episode, we'll dive into the financial storytelling of your business and the distinct roles of financial professionals. I guide you through understanding how bookkeepers, tax professionals, and consultants influence your financial narrative.

    Using a unique metaphor, we'll discuss how a bookkeeper acts like an author or ghostwriter, a tax professional as a publisher, and a consultant as a critic. Ultimately, you'll discover that as the business owner, you are the primary storyteller who dictates the outcome of your business story. Listen in to learn why setting proper expectations for each financial role is key to scaling your business, saving money on taxes, and growing your wealth.

    What You'll hear in this episode:
    [0:40] Understanding Financial Roles: The Publisher and Bookkeeper
    [3:25] The Consultant as the Critic
    [4:10] The Business Owner's Responsibility
    [5:40] The Importance of a Good Story

    If you like this episode, check out:
    Do You Need a CFO in Your Business?
    Is Your CPA a Problem Finder or Problem Solver?
    Unlocking Growth: CFO Strategies for Entrepreneurs - Shannon on "Earn Your Happy" with Lori Harder

    Want to learn more so you can earn more?
    Visit keepwhatyouearn.com to dive deeper on our episodes
    Visit keepwhatyouearncfo.com to work with Shannon and her team
    Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

    The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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    10 m
  • 3 People You Should Avoid if You Want to Grow Your Business

    3 People You Should Avoid if You Want to Grow Your Business
    Apr 28 2025
    You want to grow your business, but to do that effectively, there are certain types of people you should avoid. Drawing from my own experiences and self-reflections, I underscore the importance of steering clear of those who disrespect your time, are overly price-sensitive, and complain excessively. These individuals can zap your energy and hinder your business growth. Join me as I offer practical advice on setting expectations, recognizing detrimental patterns, and politely disassociating from such toxic influences—all while protecting your valuable time and energy. Tune in to ensure you're surrounding yourself with the right people who help you thrive in your business endeavors. What You'll hear in this episode: [0:50] The Power of Identifying Negatives [2:15] Avoiding Time Wasters [6:15] Dealing with Price Sensitive Clients [8:40] Handling Excessive Complainers If you like this episode, check out: The Key to Building Authentic Relationships and Network with Cassandra Thompson Traits of My Most Successful Clients Creating Clients for Life with Racheal Cook Want to learn more so you can earn more? Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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    14 m
  • Three Things We Look For In a Client

    Three Things We Look For In a Client
    Apr 25 2025
    Have you ever considered the importance of evaluating values fit when bringing an employee or client on board? I'll discuss why having clearly defined core values is crucial and how it helps us identify the right clients to work with. You'll learn about the key aspects we look for in clients, such as a proven offer, a growth mindset, and resiliency from past business challenges. We'll also talk about the importance of coachability, collaboration, and setting realistic expectations. Plus, I'll share tips on how to avoid red flags and ensure your values align for a successful and enjoyable client relationship. Tune in and discover how to build a business that not only grows but thrives by sticking to these principles. What You'll hear in this episode: [0:50] Evaluating Values Fit in Business [2:00] Identifying Key Client Traits [4:00] The Importance of Coach-ability [5:10] Red Flags and Client Expectations [7:30] Learning from Experience [9:10] Aligning Values for Success If you like this episode, check out: Are You Ready For a CFO in Your Business? My 3 Favorite Interview Questions Approaching a Season of Growth? This Might Be a Sign Want to learn more so you can earn more? Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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    13 m
  • How to Find Your Financial Constraint in Your Business

    How to Find Your Financial Constraint in Your Business
    Apr 23 2025
    Let's dive into the hidden financial constraints that could be holding back your business. We explore common roadblocks like improper pricing strategies, ineffective marketing, hiring pitfalls, and leadership challenges. Learn how each constraint can impact your path to profitability, and discover practical solutions for overcoming these hurdles. From ensuring your pricing matches market tolerance and value, to enhancing your marketing efforts and making smart hiring decisions, this episode provides actionable insights to help you scale your business effectively. We also discuss the importance of strong management and leadership in setting your business up for long-term success. Tune in to gain invaluable knowledge that will empower you to take decisive action and unlock your business’s full potential. What You'll hear in this episode: [0:50] Understanding Financial Constraints [2:20] Pricing Strategies for Profit [4:25] Effective Marketing Techniques [7:45] The Impact of Hiring Decisions [12:41] Leadership and Management Challenges If you like this episode, check out: How to Package and Price Consulting Services with Michael Zipursky Mastering Your Messaging with Meghan Clor Use This Hack to Hire Financial Experts in Your Business Want to learn more so you can earn more? Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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    19 m
  • Traits of My Most Successful Clients

    Traits of My Most Successful Clients
    Apr 21 2025
    Let's dive into the critical traits that set successful entrepreneurs apart from the rest. I share insights from my lunch with one of my most successful clients and reflect on the common patterns I've noticed among thriving business owners. From the importance of fast action to making decisions quickly, and being okay with making mistakes, I share it all. We also explore the significance of having clear goals and how crucial it is to know what you want for your business. Lastly, we talk about maintaining focus, the power of saying 'no' to distractions, and how diluted focus leads to diluted results. This episode is packed with valuable advice to help you scale your business and create a wealth-building enterprise. Tune in to learn practical strategies that will inspire you to take action and achieve your entrepreneurial dreams. What you'll hear in this episode: [0:50] Lunch with a Successful Client: Key Traits of Thriving Entrepreneurs [2:25] Fast Action: The Key to Business Success [6:00] Clarity of Goals: Knowing What You Want [9:40] Focus: The Power of Saying No [14:50] Practical Tips for Overcoming Business Challenges If you like this episode, check out: Seismic Shifts in My Mindset and Business Don't Make This Huge Mistake with Goal Setting How to Set Goals and KPIs Want to learn more so you can earn more? Visit keepwhatyouearn.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/ The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
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    19 m
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