MSP Business School
A podcast geared to Technology Service Providers where we bring you strategies and tactics to grow your business and build a winning culture. This podcast helps MSPs and MSSPs accelerate their business through strategies, tips, and tactics for driving sales, marketing, and account management. Join our host, Brian Doyle, every Tuesday!
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Beau Butaud | How MSPs Can Turn SOC 2 Readiness Into a Competitive Advantage
11/18/2025
Beau Butaud | How MSPs Can Turn SOC 2 Readiness Into a Competitive Advantage
In this engaging episode of MSP Business School, host Brian Doyle welcomes Beau Butaud from Render Compliance. Beau shares his insights on navigating the complex world of SOC 2 compliance, emphasizing the importance of aligning SOC 2 audits with customer requirements and industry standards. With the rising demand for security and compliance in the MSP community, this episode is a deep dive into the nuances of governance, risk, and compliance that are critical for businesses handling sensitive data. The conversation begins with Beau's professional journey, highlighting his decision to establish Render Compliance to improve audit processes. The discussion transitions into practical insights on preparing for SOC 2 audits, where Beau advises on the significance of understanding scoping requirements and differentiating between Type 1 and Type 2 examinations. The episode further explores the pivotal role of policies and the evolving tech landscape's impact on data governance, offering listeners valuable perspectives on building effective controls and managing compliance challenges. Brian and Beau's dialogue underscores the strategic importance of SOC 2 readiness and operational excellence in safeguarding client data and reinforcing trust. Key Takeaways: Understanding SOC 2 Importance: Businesses should pursue SOC 2 compliance to meet client demands and protect sensitive data, with a clear understanding of the requirements and benefits. Audit Scoping: Defining a precise scope is crucial to ensure an effective SOC 2 audit process, and may involve a mix of system scopes and control definitions tailored to business operations. Policy Evolution: Regular policy reviews are essential to align with technological changes and ensure that data management practices remain relevant and effective. Collaborative Auditing: A good auditor provides guidance on expectations and gaps, enabling businesses to implement necessary changes and achieve compliance. Boutique Audit Advantages: Working with smaller firms like Render Compliance offers personalized service focused on quality and efficiency, helping first-time SOC 2 participants navigate the process smoothly. Guest Name: Beau Butaud LinkedIn page: Company: Render Compliance Website: Show Website: Host Brian Doyle: Sponsor vCIOToolbox:
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Jesse Miller | The Hidden Goldmine MSPs Are Overlooking
11/11/2025
Jesse Miller | The Hidden Goldmine MSPs Are Overlooking
In this episode of the MSP Business School podcast, host Brian Doyle welcomes Jesse Miller from PowerPSA Consulting to discuss the importance and structuring of vCISO programs in MSPs. Jesse shares his journey from a CISO of an MSP to founding PowerPSA Consulting, emphasizing the need for MSPs to offer vCISO services to enhance client value and expand recurring revenue. This engaging discussion explores the primary hurdles MSPs face in implementing and monetizing these services, delivering actionable insights and practical advice for listeners. Jesse Miller elaborates on how MSPs can become proactive by incorporating vCISO programs into their offerings. He highlights the significance of market research to tailor these programs to client needs and explains the importance of detailed client interviews for developing unique value propositions. The conversation dives deep into key issues like effectively packaging and pricing vCISO services, the role of cyber insurance in driving the demand for these services, and leveraging vCISO offerings as a strategy to outpace competitors. Jesse’s experiences and advice provide a roadmap for MSPs aiming to build successful vCISO programs. Key Takeaways: Monetizing VCISO Programs: It's crucial for MSPs to effectively package and promote vCISO services, positioning them as essential rather than optional to clients. Market Research and Target Clients: Conducting detailed interviews with existing clients helps in creating a tailor-made vCISO program that aligns with client needs and expectations. Cyber Insurance as a Catalyst: Rising demands from cyber insurance work as a significant factor pushing the necessity for robust vCISO programs. Opportunity for Growth: vCISO services can be an entry point into new markets and clients, offering a competitive edge over other MSPs. Elevating Strategic Partnerships: Providing vCISO services allows MSPs to transition from being viewed as commodities to strategic partners with their clients. Guest Name: Jesse Miller LinkedIn page: Company: PowerPSA Consulting Website: Show Website: Host Brian Doyle: Sponsor vCIOToolbox:
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Zulfiya Forsythe | What Happens When an MSP and AI Expert Join Forces
11/04/2025
Zulfiya Forsythe | What Happens When an MSP and AI Expert Join Forces
Join Brian Doyle on the latest episode of MSP Business School, where he sits down with Zulfiya Forsythe from the Omaldi Group. Zulfiya shares her experience entering the MSP sector and how accidents in work collaborations often create remarkable opportunities for business growth. As a data analytics expert, she discusses how her partnership with MSPs enhances client satisfaction by offering data-driven insights and AI-based automation. In this episode, Zulfiya Forsythe delves into the world of AI, exploring its vast capabilities and addressing common business challenges. Emphasizing the practicality of AI beyond the buzz, she explains how AI can be leveraged to improve business processes and addresses why automation is sometimes a more appropriate solution. Zulfiya highlights some of her successful AI integrations, including Vicki, an AI-powered voice agent that minimizes call management issues, and the Foreman Agent, a tool enhancing data access efficiency for construction companies and municipal operations. Key Takeaways: Zulfiya Forsythe has successfully integrated AI and automation into business processes, highlighting the partnership between AI-driven tools and traditional business operations. Discussing her agent Vicki, Zulfiya demonstrates how AI aids in managing customer service by answering calls and integrating data into client systems, subsequently increasing client retention and efficiency. The Foreman Agent exemplifies AI's capacity to streamline data retrieval by transforming extensive historical data into easily accessible insights, revolutionizing industries like construction. AI should not be confused with simple automation; while both improve processes, AI brings the ability to understand and process natural language, enhancing communication efficiency. A strategic approach to AI and automation can significantly optimize operations, allowing business leaders to focus on core business strategies while maintaining quality and service standards. Guest Name: Zulfiya Forsythe LinkedIn page: Company: Omadi Group Website: Show Website: Host Brian Doyle: Sponsor vCIOToolbox:
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Josh Kotler | How to Turn Your MSP into a Scalable, Sellable Machine
10/28/2025
Josh Kotler | How to Turn Your MSP into a Scalable, Sellable Machine
Join Brian Doyle on the MSP Business School podcast as he delves into the essential strategies for MSPs aiming for a successful business exit. Brian is joined by expert guest Josh Kotler from Canyon Point, who shares insights into the world of mergers and acquisitions (M&A) and offers invaluable advice for MSPs contemplating their exit strategies. This episode will guide you through the stages and steps necessary to enhance your exit and achieve the most rewarding outcome. Kotler emphasizes the importance of reaching a $4-10 million revenue mark for MSPs. He explains that this growth is essential for significant enterprise value creation, which is crucial for attracting higher multiples at the time of sale. Through his experience, Kotler also provides a glimpse into how MSPs can transform from owner-centric operations to scalable businesses. Listeners will gain insights into how to optimize financial management, improve operational efficiencies, and leverage peer networks to thrive and prepare for future transitions. Key Takeaways: Importance of Scaling: Kotler advises that MSPs should aim to reach at least $4 million in revenue to ensure a meaningful and profitable exit. Role of the Owner: Reducing the owner's involvement in daily operations increases business independence, enhancing the overall value during a sale. Building Financial Health: Maintaining robust financials and proper KPI tracking is crucial for demonstrating business maturity to potential buyers. Seek Guidance: Joining peer groups or consulting with experienced professionals can provide the insights needed for successful business evolution. Intentional Planning: It's vital for MSP owners to be proactive, starting their exit planning well in advance to optimize opportunities for successful transactions. Guest Name: Josh Kotler LinkedIn page: Company: Canyon Point Technologies Website: Show Website: Host Brian Doyle: Sponsor vCIOToolbox:
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Alex Farling | Building the Next Generation MSP
10/21/2025
Alex Farling | Building the Next Generation MSP
In this engaging episode of MSP Business School, host Brian Doyle converses with Alex Farling, a notable name in the Managed Service Provider sector. The discussion revolves around Alex's rich professional journey, from his early days in corporate training to managing an MSP, and eventually co-founding Lifecycle Insights. The conversation highlights how current trends, specifically AI, are forging new paths for MSPs to transition into strategic advisors, rather than purely technical service providers. Focusing on the rise of AI and its influence in the MSP landscape, Alex elucidates how technology is providing unprecedented opportunities for businesses to streamline operations without jargon-laden pitches. He delves into his latest venture, Empath, which aims to aggregate and centralize thought leadership and learning within the MSP industry. By cultivating a platform for continuous learning, Alex and his team aim to equip MSPs with the tools needed to grow and adapt in the fast-evolving tech environment. The episode is a treasure trove of insights for MSPs seeking to differentiate themselves in a highly competitive market. Key Takeaways: AI as a Catalyst: AI offers a unique chance for MSPs to become true strategic advisors, helping businesses streamline operations without using overly technical language. Decentralized Thought Leadership: Empath focuses on creating a centralized learning platform, aggregating insights from various thought leaders to guide MSPs in diverse areas beyond just cybersecurity. Transparency and Accountability: Alex stresses the importance of scorecards in driving team success and keeping everyone aligned toward shared goals. Empath’s Innovative Approach: By collaborating with vendors and MSP insiders, Empath is building a comprehensive educational platform that supports progressive learning paths for MSP professionals. Continuous Growth and Learning: The episode underscores the value of ongoing training and accountability in transforming MSPs and helping them achieve excellence. Guest Name: Alex Farling LinkedIn page: Company: Empath Website: Show Website: Host Brian Doyle: Sponsor vCIOToolbox:
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George Mellor | You're Already the Trusted Advisor. Act Like It.
10/14/2025
George Mellor | You're Already the Trusted Advisor. Act Like It.
In this engaging episode of MSP Business School, host Brian Doyle sits down with George Mellor, founder of VCIO Growth, to discuss transforming the roles of Virtual Chief Information Officers (VCIOs) within Managed Service Providers (MSPs). The conversation shines a light on the evolving landscape of QBR processes and the critical need for VCIOs to focus on client business outcomes rather than mere technical metrics. George shares insights from his journey in the MSP space, offering expertise on enhancing client relationships and maximizing business value. Throughout this episode, listeners are invited to explore how MSPs can avoid the commodity trap by emphasizing strategic client interactions. George discusses the pitfalls of focusing QBRs on ticket numbers and refresh cycles, urging a shift towards aligning technology initiatives with the client's business objectives. The discussion also delves into the potential of AI in MSP operations. By initiating AI conversations with clients, MSPs can harness new opportunities for business growth and demonstrate their value as trusted advisors in the tech space. This episode is packed with practical advice and innovative strategies for MSPs looking to enhance their VCIO capabilities. Key Takeaways: VCIOs need to focus on the client's business objectives rather than just showcasing technical achievements. Effective QBRs should integrate a strategic narrative that aligns with the client's long-term goals and business outcomes. AI presents a significant opportunity for MSPs to innovate and lead conversations with clients about technology governance and security. By engaging in deeper strategic dialogues, MSPs can transition from being seen as vendors to becoming integral business partners. Fractional VCIO services can bridge knowledge gaps and prepare MSPs for more effective client interactions, ultimately driving business growth. Guest Name: George Mellor LinkedIn page: Company: vCIO Growth Website: Show Website: Host Brian Doyle: Sponsor vCIOToolbox:
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Janessa Soucy | The Partner Success Playbook: Lessons MSPs Can’t Afford to Ignore
10/08/2025
Janessa Soucy | The Partner Success Playbook: Lessons MSPs Can’t Afford to Ignore
In this episode of "MSP Business School," host Brian Doyle welcomes Janessa Soucy, a vital part of the vCIO Toolbox team, to delve into the critical role of partner success in client retention. As Brian highlights the value of nurturing existing client relationships over acquiring new ones, Janessa offers her insights and experiences from transitioning from teaching to the MSP sector. Together, they explore how a partner success role can significantly impact an organization's client engagement and retention strategies. Throughout the conversation, Brian and Janessa underscore the importance of maintaining client relationships to minimize churn rates, a common industry challenge. Janessa shares her learnings and experiences from her first six months in the MSP industry, highlighting the proactive steps taken by vCIO Toolbox to refine client engagement practices. With relevant SEO keywords such as "client retention," "MSP industry," "partner success," and "customer satisfaction," this episode offers valuable guidance for MSPs looking to strengthen their client bonds and achieve sustained growth through improved customer success initiatives. Key Takeaways: Customer Success Investment: The value of investing in a dedicated partner success role can greatly enhance client retention and satisfaction by facilitating better client understanding and service offerings. Cost Efficiency in Retention: Retaining an existing customer is five to seven times more cost-effective than acquiring new clients, making client retention strategies crucial for sustained growth. Leveraging Surveys and Feedback: Deploying tools like customer satisfaction surveys helps gather essential client feedback, informing strategies to improve service delivery and address customer needs proactively. Operational Consistency: Consistently engaging with clients through mediums like newsletters and consistent touchpoints can enhance visibility and client connection. Education and Outreach: Providing educational content, resources, and training not only empowers clients but also strengthens their trust and dependence on the service provider. Website: Host: Brian Doyle: Sponsor: vCIOToolbox:
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Michael George | The Power of Partnership: Syncro’s Revolutionary Approach with Microsoft
09/30/2025
Michael George | The Power of Partnership: Syncro’s Revolutionary Approach with Microsoft
In this engaging episode of the MSP Business School podcast, host Brian Doyle welcomes Michael George from Syncro MSP to delve into the exciting developments in the managed service provider industry. Michael, a notable figure in enterprise tech, shares his journey from serving large enterprise suites to leading innovative MSP initiatives. This episode explores his strategic insights and the transformation of Syncro into a formidable player equipped to serve both emerging and established MSP markets. The conversation centers around the cutting-edge innovations happening at Syncro, particularly their expansion strategies and deep diving into Microsoft management integration. Michael discusses the strategic enhancements that Syncro is implementing to simplify technologies like Microsoft for smaller businesses. Key topics include the invaluable role of private equity in tech growth, the critical nature of reducing tech stack complexity, and Syncro's foresight into future-proofing MSP operations through advanced RMM and PSA solutions. He also highlights the challenges and opportunities faced by MSPs in 2023, positioning Microsoft as a critical partner in addressing these dynamics. Key Takeaways: Syncro MSP aims to revolutionize management for small to medium businesses by enhancing Microsoft integrations and simplifying their usage. Michael George emphasizes the importance of pursuing long-term strategies for MSPs, urging them to avoid short-term tool-switching for more sustainable growth. Private equity plays a dual role in spurring innovation and potentially stifling it with debt-driven business models, impacting many tech companies today. Enterprises should optimize labor and tech stacks to achieve greater efficiency, rather than focusing solely on cost reductions. Michael underscores the necessity for next-generation platforms to meet the evolving needs of the MSP industry, highlighting Syncro's role in promoting these advancements. Show Website: Host Brian Doyle: Sponsor vCIOToolbox:
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Winning the AI Game: Strategies for MSPs to Accelerate Client Relationships
09/24/2025
Winning the AI Game: Strategies for MSPs to Accelerate Client Relationships
Join Brian Doyle in this enlightening episode of MSP Business School as he unpacks the burgeoning potential of artificial intelligence in transforming the Managed Service Provider landscape. Doyle offers a deep dive into how MSPs can leverage AI to enrich client relationships and optimize business operations. This episode acts as an essential guide for MSPs striving for innovation and meaningful customer impacts. Gain insights into AI-powered customer support, an underutilized yet crucial tool for delivering 24/7 service experiences in small to mid-sized businesses. Doyle emphasizes the importance of integrating AI chatbots for boosting customer satisfaction and streamlining operations, particularly during peak business seasons. From predictive analytics to seamless marketing automation and cybersecurity, he carefully outlines how AI can address current gaps and lay the groundwork for more proactive and automated approaches within MSPs and their clients. Drawing on real-world scenarios, Doyle illustrates how AI can provide actionable insights, ensure cybersecurity readiness, and enhance productivity through workflow automation. Key Takeaways: AI-Powered Customer Support: Leverage AI chatbots to provide immediate customer service, enhancing satisfaction and operational efficiency. Predictive Analytics and Business Insights: Use AI in conjunction with BI tools to uncover trends and optimize inventory and marketing strategies. AI-Driven Marketing Automation: Implement AI to personalize marketing efforts, supporting continuous engagement and maximizing ROI. Enhancing Cybersecurity: Employ AI tools to detect and counter threats, ensuring robust protection for small business clients. Workflow Automation: Identify repetitive tasks ripe for AI automation, freeing up human resources for higher-value work. Show Website: Host Brian Doyle: Sponsor vCIOToolbox:
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Rob Warshaw | He Cracked the Fortune 10 Code. Now He's Revealing His Secrets.
09/16/2025
Rob Warshaw | He Cracked the Fortune 10 Code. Now He's Revealing His Secrets.
In this episode of MSP Business School, host Brian Doyle explores the dynamics of breaking into enterprise markets with expert guest Rob Warshaw. With his extensive experience in the Fortune 10 healthcare industry, Rob offers invaluable insights into how MSPs can navigate the complexities of engaging large-scale organizations. This episode presents a deep dive into the strategic steps needed to penetrate the enterprise segment, emphasizing the significance of understanding the customer and nurturing long-term relationships. The conversation begins with touching on the necessity for MSPs to understand the distinctive nature of enterprise clients compared to smaller-scale businesses. According to Rob and Brian, those targeting the enterprise sector should anticipate a long, yet rewarding journey involving arduous procurement processes and often extended sales cycles. The episode discusses critical elements such as aligning technological solutions effectively with client needs and setting realistic timelines to ensure a successful entry into the enterprise marketplace. Key Takeaways: Understanding the Client's Needs: Companies must prioritize understanding the specific problems their enterprise clients face and demonstrate a clear capability to solve these problems. Relationships Matter: The importance of having a strategic, long-term relationship rather than just a transactional approach cannot be overstated. Establishing trust and proving genuine interest in the client's industry are vital. Sales Cycle Realities: Preparing for an extended sales process is crucial, as closing deals in the enterprise sector often demands patience and strategic planning. Preparation is Key: Enterprises appreciate vendors who exhibit preparation, industry awareness, and tailored solutions, which are often more valued than mere enthusiasm or innovation claims. Pitfalls to Avoid: Misalignment between client needs and vendor capabilities can be a quick disqualifier. Vendors need to avoid appearing naive or uninformed about the client's industry and challenges. Guest Name: Rob Warshaw LinkedIn page: Company: DigiStratEx Website: Host: Brian Doyle: Sponsor: vCIOToolbox:
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CJ Arlotta | The PR Playbook MSPs Don’t Know They Need (Until It’s Too Late)
09/09/2025
CJ Arlotta | The PR Playbook MSPs Don’t Know They Need (Until It’s Too Late)
In this episode of MSP Business School, hosted by Brian Doyle, listeners are introduced to CJ Arlotta, an expert in public relations with a rich background in journalism and communications. The episode promises valuable insights into how MSPs (Managed Service Providers) can effectively engage with the press and media, a crucial yet often overlooked aspect of business growth and visibility. CJ, with his extensive experience, shares practical advice on positioning MSPs as thought leaders and utilizing strategic PR efforts to enhance brand visibility. Throughout the conversation, CJ emphasizes the importance of cultivating relationships with journalists and understanding the narrative needed to capture their interest. He provides detailed strategies on how MSPs can become credible sources for media outlets by consistently offering value through insights and expertise. Furthermore, CJ discusses the role of a PR consultant in bridging the gap between MSPs and media, outlining how specialized knowledge in verticals like IT and hospitality can significantly boost a company’s media presence. This episode is packed with actionable tips for MSPs seeking to enhance their media engagement and establish themselves as industry leaders. Key Takeaways: Relationship Building: Engage with journalists beyond the times you need coverage by offering insights and positioning yourself as a resource. Understanding Media Needs: Tailor your pitches to align with the journalist's current focus and the publication's audience. Strategic PR Initiatives: Employ PR specialists to navigate media landscapes effectively and ensure consistent messaging across all media platforms. Leveraging Content: Use media appearances and content creation as tools to establish credibility and thought leadership within your industry. Emerging Opportunities: Utilize emerging podcasts and local media to reach niche audiences and potential clients effectively. Guest Name: CJ Alotta LinkedIn page: Company: CJ Media Solutions, LLC Website: Host: Brian Doyle: Sponsor: vCIOToolbox:
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Todd Kane | The Harsh Truth About Growth: When to Raise Prices, Fire Clients, and Lead Better
09/02/2025
Todd Kane | The Harsh Truth About Growth: When to Raise Prices, Fire Clients, and Lead Better
In this illuminating episode of "MSP Business School," host Brian Doyle is joined by industry expert Todd Kane for a deep dive into the innovative world of Managed Service Providers (MSPs). Todd Kane discusses his early foray into the MSP domain and the wealth of experience he's gathered over the years. Listeners are taken on a journey through Todd's impressive career, from his beginnings as a young consultant in the tech field to his impactful roles at leading MSP companies like Longview Systems and Fully Managed. Through a data-driven and operationally focused lens, Todd sheds light on the challenges facing MSPs today, such as hypergrowth management and leadership development. The discussion emphasizes the significance of internal promotions and operational standardization to maintain a sustainable growth trajectory. Kane also addresses the critical factors an MSP needs to consider for organizational efficiency, demonstrating how the right KPIs and supportive leadership can drive substantial improvements in operational performance. Additionally, Todd explains how his consultancy endeavors, like the Service Manager Boot Camp, aim to equip MSPs with the necessary tools and training for efficient operations and effective leadership. Key Takeaways: Todd Kane emphasizes the importance of promoting leadership from within, focusing not just on senior technical ability but on holistic managerial and people skills. Operational standardization both in technical deliverables and internal processes is crucial for an MSP's success, helping eliminate chaos and ensure a predictable workflow. Effective management requires setting clear expectations, ongoing support and training, and optimal prioritization of tasks. Building and maintaining a healthy business culture is a proactive journey, reliant on deliberate leadership actions and adherence to core organizational values. Continuous operational assessment and strategic client management, including the bold step to "fire" unsuitable clients, are fundamental for long-term success and profitability in the MSP landscape. Guest Name: Todd Kane LinkedIn page: Company: Evolved Management Consulting Website: https://www.evolvedmgmt.com/ Host: Brian Doyle: Sponsor: vCIOToolbox:
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David Shultis | Outcomes Over Automation: The Human Side of Cybersecurity in MSPs
08/26/2025
David Shultis | Outcomes Over Automation: The Human Side of Cybersecurity in MSPs
In this engaging episode of "MSP Business School," host Brian Doyle chats with David Shultis, who shares unique insights from his dual role as an MSP leader and a university professor. Shultis delves into his journey from working in customer service to founding Red Panda Systems, an MSP recognized for its exceptional client-centric approach and comprehensive cybersecurity solutions. This episode brings out David’s dedication to teaching and his proactive efforts in shaping cybersecurity education at UNLV. Throughout the conversation, Shultis emphasizes the importance of integrating top-notch customer service with technical expertise. Keywords like "cybersecurity," "MSP solutions," and "customer experience" are prominent as the discussion turns to how organizations can stay competitive amidst evolving threats. David shares practical approaches to risk management and education, highlighting the importance of real-world experience in fostering cybersecurity skills. Discover how Red Panda Systems and its commitment to community involvement exemplify innovative practices in the business landscape. Key Takeaways: Service Excellence: Providing top-tier customer service creates a unique distinction in the competitive MSP landscape. Cybersecurity Education: Real-world experience is crucial, and educational institutions like UNLV are leading the way in practical cybersecurity training. Community Engagement: Volunteering and community involvement are essential components of a thriving business strategy. Career Development: Investing in employee education not only boosts individual growth but enhances organizational success. Business with a Purpose: Understanding both the technological and business aspects of cybersecurity helps drive successful outcomes. Guest Name: David Shultis LinkedIn page: Company: Red Panda Systems Website: Host: Brian Doyle: Sponsor: vCIOToolbox:
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Jake Carroll | Why Content is King for MSPs: Leveraging AI for Better Engagement
08/22/2025
Jake Carroll | Why Content is King for MSPs: Leveraging AI for Better Engagement
In this engaging episode of the MSP Business School podcast, host Brian Doyle reconnects with Jake Carroll, a recognized voice in the MSP sphere, currently spearheading innovative initiatives at Inforcer. Jake shares his extensive insights on AI enablement and how AI is transforming the MSP landscape, particularly through security applications and policy management within Microsoft 365. In a world where technology is continuously evolving, this episode poses essential discussions on leveraging AI tools to optimize efficiency and improve market reach. The conversation dives deep into how inforcer positions itself in the market by aiding MSPs in configuring and maintaining secure Microsoft 365 environments. Jake elaborates on the significance of Microsoft 365 security in underpinning AI readiness for SMBs and details how MSPs can grow and solidify their relationships with clients by tackling pressing issues like AI security. Core themes explored include the interplay between AI adoption and business risk management, showcasing how MSPs can capitalize on these developments to enhance client interactions and service delivery. Key Takeaways: AI is being increasingly used in the MSP industry for content creation, enhancing efficiency and streamlining communication tasks. inforcer aids MSPs by managing and securing Microsoft 365 environments, emphasizing the importance of security as fundamental for AI readiness. MSPs are encouraged to focus on understanding clients’ business models, critical workflows, and how technology can address business risk and efficiency. With AI tools like Microsoft Copilot becoming integral, MSPs need to adopt and adapt to these technologies to provide enhanced client service. Leveraging AI and content repurposing strategies can greatly improve MSPs’ marketing output and client engagement tactics. Guest Name: Jake Carroll LinkedIn page: https://www.linkedin.com/in/jake-carroll-3855977/ Company: inforcer Website: Host: Brian Doyle: Sponsor: vCIOToolbox:
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MSP are Modern Day Warriors driving the Tech Future
08/22/2025
MSP are Modern Day Warriors driving the Tech Future
289 subscribers 0 Share In this episode of MSP Business School, host Brian Doyle dives into what it means to be a modern-day Managed Service Provider (MSP). With a strong emphasis on adapting to the rapidly changing landscape of IT, Brian identifies the key areas where MSPs can evolve to meet contemporary challenges. The discussion covers critical topics such as involvement in line-of-business applications, embracing artificial intelligence, maintaining robust security practices, and forging strategic customer relationships. Brian starts by drawing parallels between today's MSPs and "modern-day warriors," whose mission is to protect data from cyber threats. He highlights the shift from traditional IT services to a more strategic approach that incorporates business intelligence and application-driven insights. As the tech landscape evolves with AI and cloud solutions, MSPs must engage proactively with these advancements to stay relevant. Brian provides actionable strategies to do so, stressing the importance of understanding customers' line of business applications and mastering AI tools. He presents tools like Whisper Flow and Jasper AI as examples of how technology can improve efficiency and customer engagement. As security remains a vital pillar, MSPs should focus on the outcomes of security measures rather than the intricacies of their tech stack. Key Takeaways: Modern-Day MSPs: The episode emphasizes the evolution of MSPs into strategic partners who must protect and manage data flows proficiently. Strategic Customer Engagement: Encourages MSPs to understand customers' business goals and align IT services accordingly to facilitate ROI-driven outcomes. AI Integration: Suggests incorporating AI forward, not first, by leveraging tools like Whisper Flow and Jasper AI to improve business processes and enhance customer solutions. Security Prioritization: Reinforces the importance of shifting focus from the stack's technicalities to the tangible security outcomes for customers. Future Readiness: MSPs should prepare for the AI-driven future by developing AI policies and understanding industry-specific AI tools. Notable Quotes: "We've all become modern-day warriors at this stage… being a modern-day warrior doesn't mean that we carry a shield and a sword anymore. It really means that we're protecting data." "Your customer, as much as you do, doesn't care about your stack…they just want to know that they have the tools to protect them. "The people across the table from you are business people. They are not IT people." "It's not just about having an AI tool, but it's how you can imply implement it into a process for application providers like me." "If we're able to show something on the risk register and we can show the impact and likelihood being pretty high, we know what systems it's touching." Resources: Whisper Flow: Tool for voice-to-text conversion. Jasper AI: AI-driven platform for marketing teams to optimize content creation. Decipher AI: An application that aids in generating social media posts and blog content from video material Show Website: Host Brian Doyle: Sponsor vCIOToolbox:
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Chris Johnson | The Ultimate Guide to Surviving Your First Cybersecurity Audit
07/22/2025
Chris Johnson | The Ultimate Guide to Surviving Your First Cybersecurity Audit
In this episode of MSP Business School, host Brian Doyle engages in a compelling conversation with Chris Johnson from GTIA about the upcoming Channel Con event and the importance of the GTIA Cybersecurity Trust Mark. Doyle shares his excitement about Channel Con being an excellent opportunity to network with vendors, customers, and partners in an educational and social environment. The discussion shifts focus to the GTIA Cybersecurity Trust Mark, where Chris elaborates on its significance in helping MSPs evidence their cybersecurity posture. The episode dives into the nuanced aspects of compliance, governance, and cybersecurity maturity. With an emphasis on understanding frameworks like the Trust Mark, both Brian and Chris highlight how they offer a structured way for MSPs to demonstrate their cybersecurity resilience and improve their internal processes. They discuss the real-world implications of policies, evidence collection, and the importance of embracing governance for long-term business viability. The episode serves as a wealth of insights into strategic business practices that bolster security and trust. Key Takeaways: GTIA Cybersecurity Trust Mark: An initiative aimed at enhancing MSPs’ cybersecurity resilience through compliance and governance best practices. Channel Con Event: An upcoming conference facilitating networking and education among MSPs and their partners, held in Nashville. Importance of Governance: Governance must align with leadership and strategy to ensure effective cybersecurity implementation. Assessment Process: Understanding and preparing for cybersecurity assessments is crucial for MSPs to effectively demonstrate their security posture. Industry Collaboration: The Channel Con event exemplifies the collaborative spirit of MSPs and vendors working together towards industry betterment. Show Website: Host Brian Doyle: Sponsor vCIOToolbox: Guest Name: Chris Johnson LinkedIn page: Company: GTIA Website
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From Commodity to Consultant: Elevating Your Client Relationships
07/17/2025
From Commodity to Consultant: Elevating Your Client Relationships
In this enlightening episode, Brian Doyle delves into the often-misunderstood world of strategic planning in customer success. While many in the industry are just starting to embrace strategy as a novel concept, Brian brings clarity and depth to the conversation by distinguishing between tactical and strategic initiatives. A frequent fixture on LinkedIn, Brian uses his platform to express his views on thriving as a service provider and how to leap from mere problem-solvers to proactive business partners. Focusing on building joint strategic plans with customers, Brian underlines the importance of understanding client goals and challenges to foster trust and collaboration. The episode highlights the nuances of technology roadmaps, warning against the oversimplification of categorizing them as strategic plans. Instead, it critiques this oversimplification as a failure to advance business outcomes. Detailed discussions cover how service providers can become indispensable by connecting technology services with client business goals, outlining the necessity of evolving as management consultants to enhance client relationships and secure long-term partnerships. Key Takeaways: Differentiating strategic initiatives from tactical tasks is crucial for service providers aiming to align closer with customer goals. Building joint strategic plans with customers helps establish a productive and transparent partnership, allowing for better alignment on shared goals. Understanding and utilizing current technologies can create low-cost, high-impact improvements in client operations, fostering trust. Reinforcing strategies with clear, cause-and-effect scenarios increases the perceived value and importance of proposed solutions. Ensuring customers are positioned as the hero in their stories, with service providers acting as expert guides, strengthens long-term relationships. Show Website: Host Brian Doyle: Sponsor vCIOToolbox:
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5 Killer Mistakes You're Making in Technology Business Reviews
07/08/2025
5 Killer Mistakes You're Making in Technology Business Reviews
In this engaging session, Brian Doyle delves into the art of conducting effective Technology Business Reviews (TBRs) for MSPs. With insights drawn from his years of experience, Brian highlights the top five mistakes to avoid in TBR delivery, ensuring that these interactions build stronger client relationships and drive business value. Through this coaching session, Brian equips IT professionals with actionable strategies to improve their client communication and presentation techniques. Brian outlines the critical importance of assembling the right stakeholder mix in TBR meetings, emphasizing roles such as financial executives and line-of-business managers. He cautions against common pitfalls like inconsistent data presentation and overly technical jargon that can derail the effectiveness of these sessions. By articulating clear business-to-technology alignments, Brian underscores how MSPs can transform TBRs into strategic planning opportunities that resonate with clients' business drivers and objectives. The session is not just about troubleshooting; it's about paving a path for effective engagement with key decision-makers and enhancing the consultative value offered to clients. These insights are vital for any MSP looking to solidify their position as a trusted advisor in the eyes of their clients. Key Takeaways Stakeholder Engagement: Successfully conducting TBRs requires engaging the right mix of stakeholders, including C-level executives and line-of-business managers, to ensure comprehensive strategic alignment. Meeting Management: Establish clear agendas and maintain focus, preventing clients from derailing meetings with unrelated issues, thus preserving the session's strategic objectives. Consistency and Clarity: Deliver consistent, non-technical data across meetings to help clients track progress and understand the strategic value being delivered. Business-Technology Alignment: Clearly communicate how technology initiatives align with business goals, offering clients a straightforward view of potential ROI and strategic benefits. Leveraging Relationships: Cultivate relationships with decision-makers by positioning yourself as a partner in achieving their strategic priorities. Show Website: Host Brian Doyle: Sponsor vCIOToolbox:
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RANT: Are Strategic Business Reviews New?
06/24/2025
RANT: Are Strategic Business Reviews New?
In this episode of MSP Business School, Brian Doyle dishes out a raw and insightful exploration of business reviews within the MSP industry. Addressing a trending topic on LinkedIn, Brian questions why strategic business reviews are suddenly being regarded as novel. By revisiting the foundational purpose of Business Reviews, he seeks to realign them with their intended strategic nature. Through this episode, Brian emphasizes how MSPs can harness effective roles such as VCIOs, account managers, and customer success reps to better execute these reviews. Brian discusses the importance of establishing strategic business reviews that prioritize client outcomes over mere sales efforts. He highlights how a truly strategic QBR can transform client relationships, enhance retention, and open avenues for new revenue opportunities. Throughout the episode, Brian reiterates the critical role of VCIOs in marrying technical insights with business strategies to deliver meaningful value to customers. By focusing on understanding a client's goals, challenges, and overall business objectives, MSPs can create and present tailored roadmaps that align with strategic initiatives. Key Takeaways: Strategic business reviews should focus on client outcomes and long-term goals rather than solely attempting to drive immediate sales. The roles of account managers, customer success reps, and particularly VCIOs are crucial in conducting effective strategic business reviews. A successful QBR involves understanding the client's business challenges, goals, and aligning proposed solutions with these strategic objectives. Consistently delivering fresh insights and updating meeting cadences can revitalize client engagement and involvement in their business reviews. Demonstrating risk, ROI, and the tangible benefits of proposed projects can significantly reduce sales friction and enhance client decision-making processes. Show Website: Host Brian Doyle: Sponsor vCIOToolbox:
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From MSP to Strategic Partner: Building a Successful Fractional VCIO Program
06/10/2025
From MSP to Strategic Partner: Building a Successful Fractional VCIO Program
In this insightful episode, Brian Doyle leads a detailed examination of VCIO and fractional VCIO services, much to the benefit of Managed Service Providers (MSPs) looking to expand their leadership roles. By delving into strategies that elevate MSPs beyond standard practices, Brian showcases how these roles fulfill a crucial need for innovation and cybersecurity adherence in businesses lacking internal CIOs. Throughout the discussion, he shares how fractional VCIO services present new opportunities for MSPs to charge for deeper strategic services. Through the lens of his extensive 17-year experience in the MSP industry, Brian reveals the pitfalls MSPs often face by offering comprehensive VCIO services without sufficient compensation. By detailing the distinctions between traditional technology business reviews and the strategic integration potential of fractional VCIO, Brian provides a roadmap for MSPs to enhance their customer relations while capturing new revenue streams. He also explores the importance of understanding client operations and the collaboration required across all organizational levels to effectively implement these services. Key Takeaways: VCIO as a Service Benefits: Discover the essential role of VCIO and fractional VCIO services in bridging strategic leadership gaps within businesses, pushing beyond typical QBR obligations. Monetizing Strategic Services: Brian explains how MSPs can successfully transition from free service delivery to a revenue-generating fractional VCIO model. Customer Engagement and Strategy: Learn how to engage with key customer stakeholders across varying levels, ensuring alignment of technology strategies with business objectives. Building Effective Packages: Insights into creating tiered service packages that scale with client needs, potentially unlocking new revenue for MSPs. Common Pitfalls: Guard against common errors in providing uncompensated services, ensuring profitability while maintaining high-value client relationship Show Website: Host Brian Doyle: Sponsor vCIOToolbox:
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The Ultimate Guide to Streamlining QBRs with VCIO Toolbox
06/03/2025
The Ultimate Guide to Streamlining QBRs with VCIO Toolbox
Delve into the intricacies of Technology Business Reviews with host Brian Doyle on MSP Business School. Explore how these reviews have evolved and learn innovative strategies for engaging clients amid data overload. Brian outlines a quarterly approach to QBRs, focusing on core reviews, security, health, and a year-end summary. Discover how to create joint strategic plans, assess risks, and gather valuable feedback from stakeholders. This episode is essential for MSPs looking to refine their client engagement strategies and optimize their review processes. Show Website: Host Brian Doyle: Sponsor vCIOToolbox:
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Joel Cahill | Cracking the Code: Behavioral Science's Role in Cybersecurity Training
05/27/2025
Joel Cahill | Cracking the Code: Behavioral Science's Role in Cybersecurity Training
Show Website: Guest Name: Joel Cahill LinkedIn page: Company: INFIMA Security Website: Host Brian Doyle: In this engaging episode of MSP Business School, hosted by Brian Doyle, listeners are introduced to Joel Cahill, co-founder of Infima, a cybersecurity company grounded in behavioral science. With Brian navigating through a scratchy voice due to Connecticut's pollen season, the discussion takes a dive into Joel's transition from a high-paced Wall Street career to steering a company aimed at refining security awareness training. This career leap was not just a change of industry but also a melding of unique backgrounds with Joel's trading insights meeting his co-founder's cybersecurity prowess from his time working with the Department of Defense. The conversation unpacks the application of behavioral science in both finance and cybersecurity, revealing insights into why people often react impulsively to potential phishing threats and how proper training can counteract these tendencies. Joel elucidates on the creation of Infima's automated security training solutions, shedding light on how these solutions reduce the strain on MSPs while empowering employees to become vigilant cyber defenders. This process doesn't just bolster cybersecurity but significantly adds value for MSPs looking to deepen their impact and effectiveness within their clientele. Key Takeaways: Behavioral Science in Cybersecurity: Joel explains the crossover of behavioral science principles from his trading experience to enhancing security awareness training. System 1 and System 2 Thinking: The episode dives into Kahneman's concept of System 1 and System 2 thinking and its relevance to cybersecurity training, particularly in phishing awareness. Company Culture and Cyber Awareness: Encouragement of a supportive company culture where employees are empowered to report mistakes promptly to mitigate cyber risks. Fully Automated Security Solutions: Infima's innovative approach to providing an automated and fully managed security awareness training platform for MSPs. The Value of Communication: Stressing the importance of MSPs effectively communicating with clients to bring value through understanding and overcoming cybersecurity challenges. Sponsor vCIOToolbox:
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Jim Houghton | Unlocking the Secrets of Client Engagement as a Tech Leader
05/20/2025
Jim Houghton | Unlocking the Secrets of Client Engagement as a Tech Leader
Show Website: Guest Name: Jim Houghton LinkedIn page: Company: JCMR Technology Website: Host Brian Doyle: In this latest episode of MSP Business School hosted by Brian Doyle, listeners are introduced to Jim Houghton, the COO of JCMR. This engaging conversation dives into Jim's extensive 34-year journey within the IT sector. Listeners gain insights into his various roles, from engineering to consulting, and some of the critical lessons he has learned managing both startups and roles within Fortune 500 companies. Doyle and Houghton explore the evolution of technology within companies, touching on the influence of technological advancements on business processes. The episode provides an in-depth look at the differences between operating within large corporations and MSPs. Jim brings to light the challenges of aligning resources and sales strategies to a company's operational scale and skillset. Key discussions also include leveraging AI and automation for business transformation, understanding customer needs, and moving beyond the allure of “shiny toy syndrome” in tech. With both profound insights and pragmatic advice, this episode is a treasure trove of knowledge for those navigating the IT and MSP landscape. Key Takeaways: Differentiating Corporate and MSP Operations: Understand how the dynamics and processes in MSPs differ drastically from those in large corporate settings, with an emphasis on sales cycles and resource management. Technology Evolution in Business Processes: Explore how emerging technologies, especially AI, should be strategically aligned with current business goals to enable process disruption and innovation. Customer-Centric Solutions: Successful MSPs tailor their offerings, addressing real customer pain points and avoiding the trap of technology for technology’s sake. Learning from Experience: Jim shares valuable lessons on adaptability and career progression, emphasizing the importance of being a lifelong learner and adapting to industry changes. Balance in Solutions: Navigating client engagements by delivering manageable and scalable tech solutions little by little, rather than overwhelming them with more than they can handle both financially and operationally. Sponsor vCIOToolbox:
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Matt Yasbeck | The Hidden Goldmine: How Divesting Contracts Can Propel Your MSP
05/15/2025
Matt Yasbeck | The Hidden Goldmine: How Divesting Contracts Can Propel Your MSP
Show Website: Guest Name: Matt Yesbeck LinkedIn page: Company: Yesteck Website: Host Brian Doyle: In this insightful episode of the MSP Business School podcast, host Brian Doyle welcomes Matt Yesbeck, a seasoned IT professional and entrepreneur who has carved a unique path in the managed service provider (MSP) industry. Yesbeck shares his journey from years spent in IT, through various corporate roles, to founding Yesteck IT Services and the innovative platform MSPX. This platform aims to streamline the process of buying and selling MSP contracts, unlocking new growth opportunities for MSP businesses. Highlighting the challenges many MSPs face, Yesbeck discusses how the idea for MSPX was born out of necessity. His son, tasked with pruning customers that no longer fit their business model, discovered the lack of a centralized place to divest these contracts efficiently. Yesbeck explains how MSPX is set to revolutionize the industry by providing a trusted marketplace backed by escrow transactions and AI-driven contract evaluations. This not only facilitates easier contract transfers but also ensures secure buyer-seller interactions, promising a value-based approach to expanding one's MSP business portfolio. Key Takeaways: Innovative Path to MSPX: Matt Yesbeck shares his unique career transition from IT technician to business owner and innovator in the MSP sector. Marketplace Solution: MSPX provides a platform for MSPs to buy and sell contracts, addressing a previously unmet need in the industry. Secured Transactions: The marketplace offers escrow-backed transactions to ensure confidence and security in the transfer of MSP contracts. Growth Opportunities: MSPX offers smaller MSPs a unique avenue for growth, facilitating easier access to new contracts and clients. Business Flexibility: The platform's features, such as revenue-based financing, empower smaller MSPs to expand without traditional financial constraints. Sponsor vCIOToolbox:
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Dustin Puryear | From Bottleneck to Breakthrough: Automation in Action for MSPs
05/08/2025
Dustin Puryear | From Bottleneck to Breakthrough: Automation in Action for MSPs
Show Website: Guest Name: Dustin Puryear LinkedIn page: Company: Giant Rocket Ship Website: Host Brian Doyle: In this episode of MSP Business School, host Brian Doyle is joined by Dustin Puryear of Giant Rocketship to delve into effective solutions for enhancing service delivery within MSP operations. Dustin shares his journey from managing an MSP to developing a vendor product that addresses the industry’s common pain points. The conversation focuses on how Giant Rocketship innovates ticket management and service coordination through automation, reducing backlog and improving client satisfaction. Dustin Puryear explains the genesis of Giant Rocketship as a response to the inefficiencies he noticed in ticket management during his MSP tenure. By automating the dispatch and prioritization of tasks, Rocketship helps MSPs manage workloads more effectively, saving time and resources. Dustin highlights the importance of focusing on the volume of work rather than ticket numbers, a common oversight in service delivery operations. With trends towards AI and automation, the discussion underscores the evolving nature of MSP business models and the necessity of adapting to new technologies. Key Takeaways: Streamlining Operations: Giant Rocketship automates the dispatch process, helping MSPs reduce ticket backlogs and improve service efficiency. Prioritization Through Automation: By prioritizing tickets based on SLA, customer impact, and team capabilities, the system ensures that urgent tasks are addressed promptly. Cost-Effectiveness: Implementing automation can help MSPs reassign resources and potentially reduce staffing needs, significantly improving ROI. Evolving Perceptions: Dustin emphasizes shifting from ticket-focused to activity-focused operations to enhance service delivery and customer satisfaction. Industry Trends: The adoption of AI and automation in MSPs is reshaping traditional service delivery models, necessitating a more strategic approach to technology and resources. Sponsor vCIOToolbox:
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The Secret Sauce to Winning at Cybersecurity: Governance Over Tools
05/01/2025
The Secret Sauce to Winning at Cybersecurity: Governance Over Tools
Insightful coaching session with Brian Doyle from VCIO Toolbox, listeners are introduced to the concept of "Governance as a Service" and how it can significantly impact and enhance the Managed Service Provider ecosphere. Brian explains the importance of governance in the security and compliance sectors, particularly in building a cybersecurity culture that increases cyber insurance viability and meets regulatory requirements. With the rising attention to governance in updates from frameworks like NIST CSF and CIS, organizations need a structured approach to ensuring cybersecurity and compliance efficacy. Throughout the episode, Brian discusses the essential components of an effective governance service including policy development, risk management, compliance monitoring, and data governance. He accentuates the role of MSPs in facilitating these processes, helping clients navigate regulatory landscapes such as CMMC, HIPAA, and ISO standards. Listeners will learn valuable strategies for enhancing client MSP relationships through stakeholder engagement, training, and continuous improvement, ultimately driving new recurring revenue streams for their business. Tools like VCIO Toolbox’s Cybranch GRC platform are highlighted for their efficacy in supporting these initiatives. Key Takeaways: Governance as a Critical Component: Governance plays a crucial role in cybersecurity, facilitating compliance, reducing audit workloads, and mitigating security risks, making it a valuable service offering for Managed Service Providers (MSPs). Evolving Regulatory Landscape:** Frameworks like NIST CSF 2.0 and CIS have shifted focus heavily towards governance, underscoring the importance of having robust governance systems to adhere to compliance requirements. Continuous Improvement and Client Engagement: Proactively maintaining policies, engaging with multiple stakeholders, and fostering a cybersecurity culture can streamline governance processes and strengthen client relationships. Maximizing MSP Tools and Resources: Utilizing technologies and frameworks effectively can help ensure clients meet their cybersecurity objectives with increased efficiency. Emerging Opportunities in Vendor Management: MSPs can further integrate governance services by managing vendor and supplier risks, providing comprehensive security and compliance solutions to clients. Show Website: Host Brian Doyle: Sponsor vCIOToolbox:
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Why 40% of Cyber Insurance Claims Get Rejected and How to Avoid It**
04/04/2025
Why 40% of Cyber Insurance Claims Get Rejected and How to Avoid It**
Show Website: https://mspbusinessschool.com/ Welcome to another engaging episode of MSP Business School, where your host Brian Doyle dives into the pressing issue of cyber insurance claims, which shockingly sees over 40% rejected, posing significant threats to businesses. In this fireside chat, Brian navigates through the core challenges MSPs face when dealing with cyber programs for their customers, urging them to build robust security and governance frameworks to minimize risks and ensure their claims are payable during security incidents. In this episode, the transcript illuminates how MSPs can enhance their cybersecurity offerings by focusing on accurate application processes, comprehensive policies, and improved risk management strategies. By implementing frameworks like NIST CSF or CIS, MSPs can better serve clients, ensuring that gaps are identified, and risks mitigated effectively. Brian stresses the value of multifaceted cybersecurity programs, from human capital considerations to architecture, tools, and advisory services, offering insightful strategies to build resilient client partnerships and establish themselves as trusted advisors in the C-suite. Key Takeaways: Cyber insurance claims see a 40% rejection rate, often due to inaccuracies in insurance applications. Creating a culture of cybersecurity through detailed policies, user training, and risk assessment is crucial for businesses. MSPs are encouraged to adopt a governance layer, leveraging frameworks like NIST CSF, to facilitate comprehensive risk management profiles. Emphasizing the role of VCISO, MSPs should assist clients in developing strategic cyber programs addressing architecture, tools, training, and compliance. Ensuring robust incident management and cybersecurity defense programs can safeguard against both immediate threats and long-term reputational damage. Host Brian Doyle: Sponsor vCIOToolbox: https://vciotoolbox.com
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Larry Meador, Cavelo | Navigating the Future of MSPs: Insights on Compliance and Risk Management
03/20/2025
Larry Meador, Cavelo | Navigating the Future of MSPs: Insights on Compliance and Risk Management
Show Website: Guest Name: Larry Meador LinkedIn page: Company: Cavelo Website: Host Brian Doyle: In this episode of MSP Business School, host Brian Doyle engages in a vibrant conversation with Larry Meador from Cavelo. Brian touches on his past experiences and insights into the MSP space, setting a friendly and informative tone for the discussion. Meanwhile, Larry shares his rich career journey, shedding light on the lessons learned and transformations observed in the industry over the years. The episode explores Larry's transition through different roles and companies, concluding with his current position at Cavelo, where he is instrumental in their mission to redefine attack surface management. Larry Meador delves into Cavelo's core functionalities and the significance of its platform in addressing the complexities of modern MSP environments. He emphasizes the shift towards comprehensive data management, identity access management, and asset discovery as key elements in an MSP's cybersecurity framework. Larry highlights the growing importance of understanding the whereabouts of sensitive data and the increasing demands of cyber insurance protocols. This episode is packed with valuable insights into leveraging technology for compliance and security optimizations, sustaining a trusted adviser role in the MSP sphere. Key Take Aways: : Larry's Career Path: With over 20 years in the MSP space, Larry Meador enriches the discussion with his extensive background and transitions through various roles leading up to Cavelo. Cavelo's Platform: Cavelo offers an attack surface management platform focusing on data discovery, asset discovery, identity access management, and vulnerability management for MSPs. Increased Compliance Needs: The conversation underscores how compliance and cyber insurance requirements are reshaping the responsibilities and capabilities of MSPs. MSP as Trusted Advisors: Larry points out the evolution of MSPs into roles similar to management consultants, emphasizing proactive data and security management. Industry Evolution: Addressing the broader industry shifts post-COVID, the discussion draws parallels with past trends, setting the stage for the future of MSP services. Sponsor vCIOToolbox:
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Frank Raimondi | From Vulnerability to Victory: Mastering Cybersecurity with the Right Tools
02/27/2025
Frank Raimondi | From Vulnerability to Victory: Mastering Cybersecurity with the Right Tools
Join Brian Doyle on the MSP Business School podcast as he has a fireside chat with Frank Raimondi from Nodeware. This episode provides an engaging exploration of the critical importance of cyber hygiene for businesses heading into the new year. It highlights the evolving responsibilities of MSPs in the cybersecurity landscape. As Frank delves into the intricacies of effective cybersecurity strategies, he also shares news about his new podcast venture, "Frankly Speaking," bringing fresh perspectives to existing and potential Nodeware users. In this insightful episode, listeners will gain valuable knowledge about essential measures for reinforcing cybersecurity, including vulnerability management, multi-factor authentication (MFA), email security, and security awareness training. Emphasizing the importance of proactive cyber hygiene, Raimondi speaks to the expanding role of penetration tests and third-party risk assessments. The conversation also touches on the growing necessity for MSPs to guide their clients through the changing cybersecurity terrain, with businesses realizing the significant risks posed by inadequate security measures. This episode is rich with strategies to boost security postures and reduce potential liabilities. Key Takeaways: Cybersecurity as a Priority: Implementing strong cyber hygiene is crucial for businesses to safeguard against claims rejections and ensure better engagement with their customers. Proactive Measures: Tools like vulnerability management, MFA, and security awareness training play a significant role in reducing cybersecurity risks. Human Factor in Cybersecurity: Emphasizing the cultural shift towards cyber awareness and making staff a key line of defense against potential threats. Value of Penetration Testing: MSPs are encouraged to offer penetration testing to evaluate and reinforce their clients' existing cybersecurity measures critically. Expansion of Cyber Services: MSPs have lucrative opportunities by adding more robust and comprehensive cybersecurity services based on emerging threats and client demands. Show Website: Guest Name: Frank Raimondi LinkedIn page: Company: Nodeware Website: Host Brian Doyle: Sponsor vCIOToolbox:
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Andrew Hartman | From Overwhelm to Overachiever: How to Master Your Schedule Like a Boss
02/18/2025
Andrew Hartman | From Overwhelm to Overachiever: How to Master Your Schedule Like a Boss
Show Website: Episode Summary: In this insightful episode of MSP Business School, Brian Doyle engages with Andrew Hartman, the founder of Time Boss, to delve into the intricacies of effective time management. The conversation highlights common pitfalls in managing time and stress, particularly in high-demand environments like MSPs, where technical founders often struggle with overwhelming tasks. Andrew shares his personal journey through oppressive stress, which even affected his health, and how he developed strategies that became foundational to his company, Time Boss. Andrew discusses the essence of managing chaos and the uniqueness of Time Boss, a system developed over a decade to bridge the gap between pressing daily demands and sustainable productivity. Key themes include the importance of carving out time for priorities amidst chaos, the impact of stress on creativity and performance, and the need for a structured framework to navigate daily tasks effectively. By adopting the Time Boss methodology, MSPs can expect a notable increase in productivity and personal peace, achieving a balanced work-life dynamic. Key Takeaways: Separate Chaos from Priorities: Andrew emphasizes the need to allocate time for both chaos and strategic priorities to manage overwhelming workloads effectively. Habit Change is Essential: Andrew stresses that improving time management involves altering long-standing habits and embracing new approaches to workload management. Unified Team Approach: By incorporating a shared language for time management within teams, organizations can enhance coordination and empathy among team members. Time Overlap Awareness: Understanding comeback time and multitasking effects on productivity can reclaim lost hours and increase focus on core tasks. Reality-Based Time Planning: Andrew advises that recognizing time's limitations helps in strategic adjustments to align tasks with available resources. Guest Name: Andrew Hartman LinkedIn page: Company: Time Boss Website: Host Brian Doyle: Sponsor vCIOToolbox:
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