Outbound is a weekly podcast illuminating the stories of sales professionals that have taken the path less traveled to build strong relationships that have led to soaring new heights and beautiful vistas. These are the stories of building relationships in sales that have led to great business outcomes.
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Mike Grinberg Podcasts
A podcast about loving your work and working with your love. Mike and Gaby Grinberg are husband and wife business owners, interviewing other successful husband and wife / significant other business owners about how they built their business, why they chose to work together and how the manage to balance the business, the relationship and everything in between.
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Imagine you are sitting at a table with two folks who have a lot of a opinions and perspective on some of the new stuff coming down the pipe with marketing, sales, and other adjacent business and technology topics. Now imagine, these two folks are Mike Grinberg and Garrio Harrison. Mike and Garrio will cover the most interesting and impactful marketing adjacent current events, campaigns, and business dealings that are happening every week, and they will also add a good amount of their own pe ...
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Are you a B2B entrepreneur ready to break free from the commodity trap, differentiate your business, and achieve exponential growth—without sacrificing your well-being? The Level Up Business Podcast is your go-to resource for actionable marketing, sales, and leadership insights tailored to B2B entrepreneurs in financial services, technology, and professional services. Hosted by James Robert Lay, a two-time bestselling author and global keynote speaker, this podcast brings you real-world stra ...
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Accounting in the Wild features interviews about the day-to-day realities of being a small-to-medium-sized practitioner today. And sometimes we’ll talk about topics relating to business ownership, or to average taxpayers – a little something for everyone.
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Welcome to the Agency Profit Podcast hosted by Marcel Petitpas, CEO and Co-Founder of Parakeeto. Finally, an agency podcast that isn't JUST about getting more clients. On the show, we bring in experts, agency owners and consultants to share their actionable tips for improving profitability and operational efficiency. Here, you'll learn what systems to implement in your business, what kind of KPI's to track, and benchmarks to aim for. How to manage things like capacity, utilization, billing r ...
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We love great marketing. Marketing meets your people in their problem, and guides them to a successful version of themselves. But B2B marketing is broken Fire Drill Forecasting, MQL Chasing Cyber Stalking Future Buyers Martech vendors and VCs have us focused on growth at ANY cost But only 5% of buyers are in a buying cycle. And it's a blood bath of competition. There's a war coming. And you're about to meet the Rebel Alliance. Welcome to Demand Wars. Where the best B2B marketers in the world ...
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Why Thought Leadership Is Earned—Not Claimed with Mike Grinberg
33:05
33:05
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33:05What if your intellectual knowledge isn’t enough anymore? As traditional expertise loses value, the real differentiators are wisdom, intuition, and emotional connection. In this episode, Mike Grinberg, founder and CEO of Proofpoint Marketing, joins JR Lay to explore why thought leadership isn’t something you do—it’s an outcome you earn.…
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When the Dream Exit Feels Empty: The Founder’s Exit Paradox with Jerome Myers
39:14
39:14
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39:14What if the hardest part of selling your company isn’t the deal itself—it’s who you become once the ink is dry? In this episode, JR sits down with Jerome Myers—entrepreneur, exit advisor, and creator of the Founder’s Exit Paradox framework. Jerome knows the highs of building and selling: he led the growth of a $20M division inside a Fortune 550 com…
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The Retellable Movement: Changing the Game for Visionary Entrepreneurs with Jeremy Macliver
38:38
38:38
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38:38What if your business isn’t growing—not because you lack ideas, but because no one’s talking about it? In this episode, JR sits down with Jeremy Macliver, a visionary entrepreneur and founder of the Be Retellable Movement, to unpack what it really takes to build a brand that spreads by word of mouth… naturally. The problem? Most entrepreneurs under…
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What's Your Core Selling Identity? With Mark Drager
44:21
44:21
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44:21Points of Interest 00:08 – 01:42 – Introduction: Marcel introduces Mark Drager, founder of Sales Loop, and sets the stage for discussing his Core Selling Identity Framework. 01:42 – 04:06 – Early Career in Film and Television: Mark shares his beginnings in film school, early TV roles, and the realization that career progress in the industry was too…
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How to Build a More Profitable Retainer Model for Your Agency
40:34
40:34
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40:34Points of Interest 1:08 – 1:44 – Defining Retainers: Marcel and Carson introduce the topic of retainers, noting how different agencies define them in varied ways. 2:05 – 2:37 – Core Benefit of Retainers: Carson explains that retainers create recurring revenue and provide clients with consistent access to agency resources. 2:50 – 3:33 – Historical C…
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Achieving More Freedom as a Creative, With Matt Essam
42:34
42:34
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42:34Points of Interest 00:00 – 01:09 – Introduction: Marcel introduces guest Matt, founder of The Creative Life and bestselling author, highlighting his mission to help creatives design businesses that align with their lifestyles. 01:14 – 02:24 – Coaching High-Level Creatives: Matt explains his role as a coach for award-winning creatives seeking fulfil…
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YOUmanize™️ Your Brand: How to Build Authority on LinkedIn with Joshua B. Lee
54:33
54:33
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54:33Feeling invisible on LinkedIn? You're not alone—and in a noisy digital world, the scroll is real, and attention is rare. But there's a smarter way to get seen, trusted, and chosen. In this episode, JR Lay sits down with Joshua B. Lee, founder of Standout Authority, to explore why human connection—not hacks—are the key to building authority and crea…
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The Hidden Cost of Low Utilization, With Carson Pierce
36:04
36:04
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36:04Points of Interest 00:01 – 00:51 – Introduction: Marcel welcomes Carson Pierce back to the show and introduces the episode’s focus on utilization, specifically the hidden costs of low utilization in agencies. 01:18 – 01:50 – Why Utilization Matters Now: Marcel notes that many agencies are struggling with overstaffing and underutilization in a diffi…
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Freemium: The 3-Step Formula for Building Billion Dollar Businesses with Dave Boyce
36:12
36:12
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36:12Most entrepreneurs dream about building a billion-dollar business—but the idea of giving things away for free feels counterintuitive. The truth is, some of today’s most successful companies like Zoom, Dropbox, and Canva were built on this exact model. If you’re still clinging to outdated go-to-market strategies, you’re leaving exponential growth on…
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Level Up Your Business with Confidence, Curiosity, and Comedy with Jeremy Clark
36:42
36:42
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36:42One of the biggest challenges entrepreneurs face isn’t finding the next opportunity — it’s protecting their confidence while juggling it all. Over time, many founders get stuck on autopilot, doing the same things, talking to the same people, and slowly losing the perspective that once gave them their edge. Jeremy Clark has found a different path. A…
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Operationalizing and De-Risking Positioning, with Mike Grinberg
35:47
35:47
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35:47Points of Interest 1:10 – 2:03 – Introduction: Marcel welcomes Mike Grinberg, founder of Proofpoint Marketing, who specializes in helping boutique firms strengthen positioning to compete against large incumbents. 2:15 – 3:54 – Competing with “IBM”: Mike explains his role as helping boutique firms reduce client risk perception so they can win agains…
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The New Webinar Playbook for B2B Entrepreneurs with Logan Lyles
29:46
29:46
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29:46Most B2B entrepreneurs have a love–hate relationship with webinars. You put in the effort, drive registrations, and even see strong attendance—only to face the dreaded “conversion cliff” with little to no ROI. It’s frustrating and leaves many founders questioning whether webinars are even worth it anymore. Logan Lyles, founder of Demand Shift, join…
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Letting Go to Level Up: Breaking Free from the Illusion of Security with Billy Bloom
53:23
53:23
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53:23Many entrepreneurs chase success by pushing harder—only to burn out, feel stuck, or question if the grind is even worth it. In this episode of the Level Up Business Podcast, JR Lay sits down with Billy Bloom—founder of Bloom Financial and Diane Money—to explore a radically different approach: creating from intention, energy, and flow instead of for…
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Insights from Europe on Global Competition, Talent, and AI, With Carson Pierce
40:16
40:16
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40:16Points of Interest 0:00 – 0:17 – Opening: Marcel reflects on building production-level software using low-code tools without prior coding experience, setting the stage for a discussion on rapid change in the agency landscape. 1:01 – 3:40 – Conference Context & Audience: Marcel shares his experience at Web Summer Camp in Opatija, Croatia, hosted by …
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Overtime Deduction, Trump Accounts & 1099 E-Filing — Big Beautiful Bill Updates
27:27
27:27
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27:27Jason’s back with a grab bag of timely tax and accounting updates pulled straight from his teaching sessions and client questions. In this episode of Accounting in the Wild, you’ll hear about: Big Beautiful Bill (BBB) — the brand-new overtime pay deduction, how “qualifying overtime” is defined under the Fair Labor Standards Act, and why W-2s aren’t…
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Overcoming Imposter Syndrome and Building a Business That Lasts
51:05
51:05
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51:05Many entrepreneurs dream of taking the leap—but fear, imposter syndrome, and the comfort of a steady paycheck often hold them back. Greg Martin, a former commercial banker turned fractional CFO, joins JR to unpack what it really takes to step out in faith and bet on yourself. Greg shares his raw and relatable journey—from the security of a 17-year …
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The Untapped Lever: Maximizing Agency Value Through People & Leadership, with James Friel
40:15
40:15
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40:15Points of Interest 0:00 – 1:25 – Guest Introduction: Marcel welcomes James Friel, serial entrepreneur, investor, and leadership expert, to discuss building scalable, profitable businesses through effective operations and leadership. 1:26 – 3:08 – Journey from Corporate to Entrepreneurship: James shares his transition from aerospace and software eng…
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The Damn Rules for Growing a Business that People Trust (with Nick Richtsmeier)
46:37
46:37
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46:37In a world where trust is at an all-time low and marketing funnels no longer work like they used to, how can B2B entrepreneurs grow their business without selling their soul to algorithms? In this episode of the Level Up Business Podcast, JR Lay sits down with Nick Richtsmeier, Principal at Culture Craft and author of the upcoming book The Damn Rul…
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The Most Common Agency Pricing Mistakes, With Kristen Kelly
26:01
26:01
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26:01Points of Interest 0:00 – 0:13 – Introduction: Marcel Petitpas introduces the importance of pricing in agency profitability, emphasizing that even great delivery and project management can’t compensate for poor pricing strategy. 1:00 – 1:39 – The Problem with Pricing Guesswork: Kristen Kelly explains that most agencies lack a formal pricing framewo…
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Summertime Tax Moves, Expiring Credits, and That Big Beautiful Bill
25:00
25:00
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25:00It’s summertime... but there’s still tax planning to do. In this solo episode of Accounting in the Wild, Jason Dinesen breaks down what tax professionals (and taxpayers!) need to know right now — before key deadlines and credits disappear. In this episode: ⚡ Energy credits are going away — EV, solar, appliances, and more ✉️ IRS will no longer accep…
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The Wedge: A Simple Strategy to Stand Out and Scale (with Ryan Mitchell)
42:08
42:08
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42:08In today’s world of AI-generated sameness, how do you cut through the noise and actually make space for your brand? Most B2B entrepreneurs are stuck recycling tactics, chasing trends, and blending in with the competition—without realizing that their unique wisdom is the very thing that could set them apart. In this episode, JR Lay sits down with Ry…
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Recurring Revenue, More Freedom: Navigating the "Let's Build a SaaS" Trap, With Stephen Neville
38:43
38:43
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38:43Points of Interest 0:00 – 1:05 – Introduction: Marcel introduces Stephen Neville, CEO of BugHerd, highlighting his background in agency work and his transition into running a SaaS company that helps agencies streamline QA and client feedback. 2:24 – 3:10 – The Dream of SaaS: Marcel and Stephen discuss the allure many agency owners feel toward build…
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Leadership, Relationship, Stewardship: The New Rules of Financial Planning with Mark Morris
43:07
43:07
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43:07Mark Morris, author of The Secure Future Advisor, shares his powerful journey from battling addiction to becoming a trusted financial guide. Mark reveals why true financial security isn’t just about numbers—it’s about relationships, stewardship, and aligning your money with your values. You'll hear why most financial mistakes happen not on the clim…
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Fractional COO vs. Operational Intelligence: What Agencies Actually Need , With Kristen Kelly
32:41
32:41
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32:41Points of Interest 0:00 – 1:20 – Guest Introduction: Marcel introduces Kristen Kelly and sets the stage for a deep dive into the roles of fractional COOs versus building operational intelligence within growing agencies. 1:21 – 2:25 – The $1M Growth Threshold: Kristen explains how agencies crossing the $1M mark often face operational strain and conf…
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Data Security for Accountants, with Nick Mullen of Entoo Security
43:46
43:46
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43:46In this episode of Accounting in the Wild, Jason welcomes Nick Mullen, Chief Advisor at Entoo Security, for a critical conversation about cybersecurity for tax pros and accounting firms. ***DISCOUNT*** Mention Accounting in the Wild when you sign up for services with Entoo Security and they'll give you a 50% discount on your onboarding fees! Topics…
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The Ripple Effect: How Elevating Others Sparks Exponential Growth with David Trent
43:41
43:41
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43:41Too many entrepreneurs let fear and self-doubt keep them from starting the thing they know they’re called to do—whether it’s launching a business, writing a book, or simply sharing their story. In this episode, we’re joined by David Trent—entrepreneur, coach, and author of Elevate Others—to explore how we break through that inertia and take bold ac…
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Going from Solo Consultant to Firm Builder, With Michael Zipursky
39:03
39:03
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39:03Points of Interest 0:31 – 1:09 – Welcome & Guest Intro: Marcel introduces Michael Zipursky, founder of Consulting Success, highlighting his global impact helping consultants build six- and seven-figure businesses that align with their ideal lifestyles. 2:33 – 4:11 – Consulting Success Origins: Michael shares how his early ventures led to launching …
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1
Coaching with Clarity: The Mindset, Tools, and Energy Behind Business Growth with Matt Curry
43:14
43:14
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43:14As a former third-generation owner of a successful family produce business, Matt Curry shares the pivotal moment when he went from being “just a sales guy” to running a $40M company overnight after his father’s passing. That experience sparked his passion for helping entrepreneurial teams lead with clarity, confidence, and energy. Now a coach to gr…
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How to Choose the Right Project Management Tool for Your Agency , With Carson Pierce
36:42
36:42
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36:42Points of Interest 0:00 – 1:14 – Introduction & Context Setting: Marcel introduces Carson Pierce, Parakeeto's Head Consultant, to discuss project management tools in the agency space and the fundamentals that remain relevant despite ever-changing software options. 1:14 – 4:01 – Common Tools Used by Agencies: Carson outlines the most frequently used…
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Obligated or Committed? A Simple Test That Can Transform Your Life with Daniel White
39:00
39:00
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39:00Are you running your business—or is it running you? In this episode, JR Lay welcomes back Daniel White to explore a simple but powerful framework that can transform how B2B entrepreneurs operate: the difference between obligation and commitment. Too often, entrepreneurs feel stuck, drained, or overwhelmed because they’re acting from a sense of obli…
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Unlocking Tax Savings: Cost Segregation and Section 179D
30:45
30:45
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30:45In this episode of Accounting in the Wild, Jason is joined once again by Randy Eickhoff of Acena Consulting for a real-world discussion on two powerful tax strategies for real estate investors and building designers: cost segregation and the Section 179D deduction. They explore: What Section 179D is and who qualifies How cost segregation works and …
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The 3 Key Financial Metrics for Agency Success, With Jon Morris
33:28
33:28
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33:28Points of Interest 0:00 – 1:00 – Opening: Marcel introduces the episode’s focus on financial visibility and growth, and welcomes returning guest Jon Morris, CEO of Fiscal Advocate and creator of EngineBI. 1:00 – 2:55 – Jon’s Background: Jon shares his journey from founding Rise Interactive to launching Fiscal Advocate, emphasizing the value of fina…
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Your Unique Wisdom Is the Brand: How to Stand Out in B2B with Joe Pulizzi
51:09
51:09
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51:09Joe Pulizzi—entrepreneur, author, and founder of The Tilt and CEX—shares the truth most B2B entrepreneurs miss: success starts with belief and is sustained by purpose. Drawing from the highs and lows of his own journey, Joe unpacks how to find your tilt—the unique combination of experiences and insights that sets you apart in a noisy, AI-driven mar…
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The Role of Timesheets in Agency Profitability, With Kristen Kelly
33:37
33:37
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33:37Points of Interest 1:08 – 2:17 – Why Time Tracking Still Matters: Kristen and Marcel introduce the episode’s goal—to reframe time tracking from a frustrating chore into a strategic advantage for agencies. 2:28 – 4:59 – Debunking Common Misconceptions: Marcel breaks down the three common arguments against time tracking, particularly the mistaken bel…
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Becoming a Dream Architect: Build the Business and Life You Truly Want (with Bryan Sweet)
29:50
29:50
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29:50Are you feeling stuck in the chaos of the day-to-day grind, unsure of what the future holds for you as an entrepreneur? In an era of rapid change, uncertainty, and AI disruption, many entrepreneurs lose sight of their vision, forget their worth, and fall into the trap of complacency. That’s why this episode of the Level Up Business Podcast is a mus…
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The Big Beautiful Bill: Major 1099 Reporting Changes Explained (Plus an Update on the IRS FIRE System)
26:51
26:51
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26:51In this solo episode, Jason Dinesen dives into the proposed 1099-related changes in the so-called Big Beautiful Bill. From raising the reporting threshold to resetting Form 1099-K rules, this episode covers what’s really in the legislation—and what it means for you. Topics covered: Proposal to raise the $600 threshold to $2,000 starting in 2026 Ret…
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Three Days in the Dark: A Wake-Up Call for Entrepreneurs on the Edge
52:14
52:14
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52:14What happens when the business you built starts to break you? Shannon McLay, founder of Collective Wellness Revival and former CEO of The Financial Gym joins JR Lay for a conversation that goes far beyond entrepreneurship. After 12 intense years of building a business and raising over $14 million in funding, Shannon found herself at rock bottom—bur…
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Proper Revenue Recognition for Agencies, With Rich Brett
38:37
38:37
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38:37Points of Interest 1:09 – 2:28 – Meet Rich Brett: Rich shares his background in agency finance and how he now serves 12–15 agencies monthly by bridging gaps between finance, operations, and strategy. 2:29 – 4:03 – The FinOps Mindset: Rich defines FinOps as the intersection of finance and operations—connecting financial data with the reality of agen…
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The RIDE Framework: How to Reflect, Ideate, Design, and Experiment Your Way to Growth (with Rory Sylvia)
40:10
40:10
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40:10Rory Sylvia, founder of The Ways We Work, joins JR Lay to explore how leaders can create more human-centric, adaptive teams in the face of exponential change. Rory unpacks his RIDE framework—Reflect, Ideate, Design, Experiment—as a practical, repeatable rhythm for modern leadership. Together, they discuss why traditional top-down management models …
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Beyond Content: The ROI of Human Connection in B2B Podcasting with Robb Conlon
51:38
51:38
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51:38When your podcast feels transactional, it shows. You miss the chance to build real trust—and in B2B, that trust is everything. Especially now, when AI-generated “slop” is everywhere and people crave something real. Robb Conlon, founder of Westport Studios, joins JR Lay to break down why authentic connection is your podcast’s secret weapon. They tal…
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Top-Down vs Bottom-Up Forecasting, With Kristen Kelly
34:41
34:41
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34:41Points of Interest 0:00 – 1:00 – Introduction to Forecasting Challenges: Marcel and Kristen set the stage by identifying forecasting as a critical but often misunderstood aspect of agency operations, particularly in scaling businesses. 1:06 – 2:30 – Defining Forecasting’s Importance: They explain how forecasting provides the necessary visibility to…
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Values, Vision, Velocity: What 365 Days in Business Really Teaches You with Chris DuBois
29:09
29:09
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29:09What does the first year of business really look like—without the highlight reel? In this episode, JR Lay sits down with Chris DuBois, founder of Dynamic Agency OS, to unpack the real lessons from year one of building his business. Chris doesn't hold back. He shares the wins, the struggles, and the mindset shifts that helped him go from nearly taki…
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Compliance to Advisory: Mike Grinberg on Building a Purpose-Driven Firm
52:54
52:54
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52:54In this episode, we explore how to build a business that truly works for you — not the other way around. Mike Grinberg, a growth consultant for professional services firms, shares his insights on: ✅ Defining your owner’s intent – why you need to be crystal clear about what you want from your business ✅ Moving from transactional work to high-value a…
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From UPS to CEO: The Unseen Power Behind Entrepreneurial Growth with Roderick Walker
40:52
40:52
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40:52Most entrepreneurs today are chasing the latest technology -AI, automation, analytics- believing it’s the key to scaling. But what if the most powerful tool in your business doesn’t live in the cloud... but in your mind? In this episode of the Level Up Business Podcast, JR Lay is joined by Roderick Walker, Owner & CEO of Tavros Care, who shares his…
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When a $20M Near Miss: How to Rebuild Your Mind, Brand, and Business with Steve Patti
50:22
50:22
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50:22What would you do if your $20 million business exit collapsed just 30 days before closing? That’s exactly what happened to Steve Patti, a seasoned B2B marketing leader who has built and scaled companies across 12+ industries. In this episode, Steve shares the hard-earned wisdom from that moment and how it transformed his approach to business, brand…
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Taking Action on Profitability Improvements, With Mandi Ellefson
40:55
40:55
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40:55Points of Interest 0:00 – 1:18 – The Real Growth Blocker: Mandi kicks off by addressing how many agency owners avoid growth-driving actions not due to lack of knowledge, but due to fear and discomfort. Commitment to transformation must outweigh resistance. 2:22 – 3:53 – Mandi’s Mission at Hands-Off CEO: Mandi shares her focus on helping service-bas…
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From the NFL to Entrepreneurship: Redefining What Wealth Really Means with Cory Procter
39:43
39:43
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39:43Wealth is often measured in dollars. But what if the real scoreboard for success tracks something far more meaningful? In this episode JR Lay is joined by Cory Proctor, a former NFL offensive lineman turned entrepreneur and founder of Pro Capital Wealth Management. Cory brings a no-fluff perspective to what it really takes to grow a business, prote…
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How Parakeeto Helps Agencies Improve Profitability, With Kristen Kelly
35:41
35:41
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35:41Points of Interest 2:14 – 3:18 – Founding Insight: Parakeeto was created to help agencies easily answer crucial financial questions by replacing guesswork with structured systems. 3:23 – 4:39 – How Agencies Make Profit: Strong delivery margin is key. Parakeeto targets a 50%+ delivery margin and 20–30% net profit as benchmarks. 5:45 – 6:58 – Why Pro…
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The Entrepreneur’s Edge: Emotional, Mental, and Spiritual Growth (with Michael Pine)
30:58
30:58
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30:58Ever feel stuck as an entrepreneur—like you’ve hit a wall that no strategy, system, or scale tactic can break through? The truth is, your business growth is limited by your personal growth. Growth-minded entrepreneur Michael Pine, Managing Partner and Co Founder at thinkWealth, LLC, joins JR to unpack how investing in yourself—mentally, emotionally…
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1
What Is IOFM? Inside the Must-Have Resource for AP & AR Pros
11:53
11:53
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11:53Join host Jason Dinesen live from the IOFM Spring Conference in Orlando as he sits down with Jess Scheer, Executive Editor at the Institute of Finance & Management (IOFM), to explore why IOFM is the go-to resource for Accounts Payable, Accounts Receivable, and financial operations professionals. 🎧 In this episode: What IOFM is and who it serves The…
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