Jon Morris: Journey from Agency to Financial Consulting

In this episode of Consulting Spotlight, Software Oasis Founder, Michael Bernzweig, interviews Jon Morris, founder of Fiscal Advocate and former CEO of Rise Interactive. Jon shares his entrepreneurial journey, discussing how he transformed a $10,000 investment into a successful digital agency and later transitioned into financial consulting. He emphasizes the importance of data-driven decision-making, understanding financial metrics such as gross margin, and the role of innovation in driving business growth. Jon also highlights the challenges service-based companies face and the signs that indicate when it's time to seek financial guidance. The conversation explores the integration of AI in economic consulting and the importance of making tough decisions for business success.TakeawaysJon turned $10,000 into an eight-figure exit.Fiscal Advocate helps service-based companies with strategic planning.Data-driven decision-making is crucial for growth.Understanding gross margin is key to profitability.Many companies are unaware of their financial metrics.Investing in innovation can reduce churn and increase profits.AI can enhance financial consulting services.Making tough decisions is often necessary for business success.A strong financial process is essential for growth.The income statement is the ultimate measure of performance.Sound Bites"Investing in innovation can reduce churn.""Data-driven decisions require hard work.""There are only three KPIs that matter."Chapters00:00 Introduction to Jon Morris and His Journey02:44 Transition from Agency to Financial Consulting05:46 Understanding Financial Metrics and Their Importance08:45 Challenges Faced by Service-Based Companies11:48 Innovations in Financial Consulting with AI14:49 The Role of Data in Business Decision Making18:02 Identifying Signs for Seeking Financial Help20:50 Success Stories and Client Transformations23:42 The Importance of Tough Decisions in Business26:34 Keys to a Successful Financial Process29:25 The Ongoing Relationship with Clients32:29 Navigating the AI Landscape in Business35:44 Key Takeaways from Jon’s Entrepreneurial Journey38:34 Final Thoughts and Contact Information   Ready to action this strategy?Connect with this expert now for a complimentary strategy consult or exclusive offer.https://summit.softwareoasis.com/activate-offers/(Claim Your Offer / Schedule Consultation)Apply to Present at our Live Events as an experthttps://experts.softwareoasis.com/expert-introductionsGet Your Networking Passhttps://experts.softwareoasis.com/executive-networking-passClaim your complimentary event pass and attend live:https://bootcamps.softwareoasis.com/https://summit.softwareoasis.com/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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