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Scaling With The Right Clients with Christopher Dale

Mission Driven Business

Release Date: 11/29/2022

The Mission Driven Business Podcast Episode 77: Master Your Mid-Year Business Review In 3 Easy Steps show art The Mission Driven Business Podcast Episode 77: Master Your Mid-Year Business Review In 3 Easy Steps

Mission Driven Business

On this special episode, Brian dives into the all-important mid-year business review. Whether you’re navigating the early stages of entrepreneurship or deep into running a medium-sized business, the mid-year business review is the perfect opportunity to take stock of your progress so you can stay on track toward your goals. Learn why the mid-year review is essential, what key areas to focus on, and three practical steps to conduct a thorough assessment. Episode Highlights 1. Revisit your mission, vision, and values. Your mission statement is the heartbeat of your business, articulating its...

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The Mission Driven Business Podcast Episode 76: Finding Your Golden Threads with Elizabeth Jetton show art The Mission Driven Business Podcast Episode 76: Finding Your Golden Threads with Elizabeth Jetton

Mission Driven Business

Brian chats with financial planner-turned-business coach Elizabeth Jetton, M.Ed., CFP. Elizabeth has made igniting passion a throughline of her career, evolving from the first female stockbroker in Atlanta to founding a financial planning firm and now working as a business coach and teacher. On the episode, Elizabeth gets to the heart of what makes a mission-driven business successful. She dives deep into how to identify your unique gifts and utilize them to create a business that serves your needs and makes an impact. Episode Highlights Mission-driven businesses reflect their owners’ golden...

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The Mission Driven Business Podcast Episode 75: Building A Vision-Driven Business with Cara Bedford show art The Mission Driven Business Podcast Episode 75: Building A Vision-Driven Business with Cara Bedford

Mission Driven Business

Brian chats with marketing expert Cara Bedford. As the founder and CEO of Infinite Marketing, Cara leverages the global talent economy to drive impactful campaigns for mid-to-large-sized businesses, startups, and Fortune 500 companies. On the episode, Cara shares why having a clear vision for a business can create an authentic, cohesive brand narrative. She also stresses the importance of clear communication, effective delegation, and asking the right questions. Episode Highlights Mission-driven businesses are vision-driven businesses. When Cara thinks about mission-driven businesses, she...

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The Mission Driven Business Podcast Episode 74: Using Data To Drive Diversity with Ken Janssens show art The Mission Driven Business Podcast Episode 74: Using Data To Drive Diversity with Ken Janssens

Mission Driven Business

Brian chats with diversity, equity, and inclusion trailblazer Ken Janssens. During his 25-year-long career at JPMorgan Chase, Ken co-founded and chaired the company’s LGBTQ+ Executive Council, championing diversity and inclusivity at the highest levels. He’s also the former Board Chair for leading LGBTQ+ Workplace Inclusion non-profit Out & Equal. On the episode, Ken discusses his new venture, Windō, which aims to make corporate sustainability transparent and to connect young people with employers that share their values. He also shares his journey from activist leader to visionary...

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The Mission Driven Business Podcast Episode 73: Tech, Ethics, and Empowerment with Amanda Wilson show art The Mission Driven Business Podcast Episode 73: Tech, Ethics, and Empowerment with Amanda Wilson

Mission Driven Business

Brian chats with Amanda Wilson, the co-founder of #open, a dating app for ethically non-monogamous relationships. On the episode, Amanda opens up about the fear she faced pivoting from running political campaigns to launching a sex-positive tech business with her business and life partner. She also shares essential strategies and tactics for navigating the challenges of entrepreneurship and how she utilizes AI to fuel growth and innovation at #open. Episode Highlights Mission-driven businesses balance making money with benefiting society. Amanda defines a mission-driven business as one that...

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The Mission Driven Business Podcast Episode 72: Crafting A Legacy Of Leadership with Amanda Bauer-Frisch show art The Mission Driven Business Podcast Episode 72: Crafting A Legacy Of Leadership with Amanda Bauer-Frisch

Mission Driven Business

Brian chats with serial entrepreneur and visionary leader Amanda Bauer-Frisch. As the CEO of Small Legacies, Amanda creates a way to give thoughtful, high-quality learning tools that enhance a child’s development. She also oversees several other small, legacy-driven businesses under the Enduring Legacy brand. On the episode, Amanda opens up about how becoming a young widow and being open to the right, new opportunities shaped her entrepreneurial journey. She also provides a behind-the-scenes look at how she’s purchased several existing brands and shares tips for finding and acquiring...

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The Mission Driven Business Podcast Episode 71: Driving A Heart-Led Business with Brian Moak show art The Mission Driven Business Podcast Episode 71: Driving A Heart-Led Business with Brian Moak

Mission Driven Business

Brian chats with Brian Moak, an entrepreneur, consultant, coach, and motivational speaker focused on service-based businesses and team engagement. As the owner and CEO of HEART Certified Auto Care, Brian used empathy to transform his family’s business into an industry-leading auto shop. He also owns one of the largest Shack Shine franchises in North America and is a partner in a digital marketing firm. On the episode, Brian Moak details his rollercoaster entrepreneurial journey, riding the lows of losing $1.5 million in one year to growing his business to earn nearly $15 million in revenue....

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The Mission Driven Business Podcast Episode 70: How To Create Powerful Mission, Vision, and Values Statements show art The Mission Driven Business Podcast Episode 70: How To Create Powerful Mission, Vision, and Values Statements

Mission Driven Business

On this special episode, Brian dives deep into the art of crafting your business’s mission, vision, and value statements. These principles are the roadmap to success, and Brian gives a blueprint for creating powerful mission, vision, and values statements that shape the foundation of a successful company. This process is a fundamental topic for any budding entrepreneur or business owner.  Episode Highlights How to write an effective mission statement The mission statement is the heart of any business, encapsulating the “why” behind your company’s existence. To be effective, a...

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The Mission Driven Business Podcast Episode 69: Building A Business For Financial Independence with LaSean Smith show art The Mission Driven Business Podcast Episode 69: Building A Business For Financial Independence with LaSean Smith

Mission Driven Business

Brian chats with LaSean Smith, a software developer and business creator on a mission to help businesses and business owners succeed. LaSean spent more than a decade as a software executive at Amazon and Microsoft, where he uncovered patterns to use process as a tool to win in business more often. He now uses those insights to help entrepreneurs launch and sustain bootstrapped businesses.  On the episode, LaSean digs deep into what it means to have a values-based business and why owning a business is the most predictable way to achieve financial independence. He also outlines the...

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The Mission Driven Business Podcast Episode 68: Start 2024 With A Clean Slate With This Year-End Checklist show art The Mission Driven Business Podcast Episode 68: Start 2024 With A Clean Slate With This Year-End Checklist

Mission Driven Business

It’s hard to believe that 2023 is almost over. Before the New Year, it’s time to reflect on the past year and get ready for the next one. On this special episode, Brian lists off 10 business and 10 personal tasks that you should check off your list to end 2023 on the right note and start 2024 with a clean slate. Episode Highlights 10 End-Of-Year Business Action Items 1. Review your goals How did you do this year? What were you proud to accomplish? Anything you wish you could have done better? The end of the year is a great time to review the goals you made at the beginning of the year and...

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Brian chats with Christopher Dale, CFP, the founder of Life After Grief Financial planning. Through his practice, Chris helps clients in grief navigate financial matters by providing objective, impartial, and confidential financial advice.

On the episode, Chris shares how his own life experiences, including the loss of a parent and a child, served as a catalyst for him narrowing in on the niche of his business. He also shares his strategies and tactics for keeping the business impactful and profitable as it grows.

Episode Highlights

A mission-driven business is a life passion.

Chris has a very specific definition of a mission-driven business: “I describe it as a life passion turned into a career where you never feel like you’re working.”

That definition certainly rings true for Chris, who started his financial planning firm to step away from his stressful corporate job and focus on his family. It also allows him to use his own life experiences to help others navigate death and illness.

“I had all of this grief life experience, and then you couple this with the financial experience, and I’m uniquely suited to help somebody that is exactly like me,” Chris said.

Owning a niche can lead to unexpected opportunities.

Chris knew he had found his perfect niche when he couldn’t find any other companies that provided financial expertise to clients experiencing grief. But while marketing his niche to clients, he also connected with financial advisers aspiring to learn more, which led to opportunities he didn’t imagine at the start.

“It evolved into me making an online training course, and the feedback that I got from it was wonderful,” Chris said.

Grow with the right clients.

At this point in his career, Chris doesn’t have to grow his business that fast. He’s instead prioritizing picking the right clients for his skills and services than picking clients he’ll have to stop serving in the future. By being picky with clients, Chris can have a unique relationship with each person.

“When I look at my client base, there’s not one individual that I would like to shed,” Chris said. “That’s a pretty good feeling.”

Even though Chris is holding capacity at the moment, he’s still laying the foundation to grow his business in the future by nurturing the marketing for his services. However, as a business owner, he appreciates that he doesn’t have to pick between growing his business and spending time with his family.

“If I have to choose between something to do with my boys or my wife or bringing in new clients, I am going to absolutely choose to impact my family,” Chris said.

Resources + Links

About Brian and the Mission Driven Business Podcast

Brian Thompson, JD/CFP, is a tax attorney and certified financial planner who specializes in providing comprehensive financial planning to LGBTQ+ entrepreneurs who run mission-driven businesses. The Mission Driven Business podcast was born out of his passion for helping social entrepreneurs create businesses with purpose and profit.

On the podcast, Brian talks with diverse entrepreneurs and the people who support them. Listeners hear stories of experiences, strength, and hope and get practical advice to help them build businesses that might just change the world, too.