Storylines Live

Jon Morris, Founder & CEO of Fiscal Advocate Inc., has spent decades as business leader in both the marketing and financial spaces. After growing his own marketing agency into one of the largest in the world, Jon transitioned into the financial industry to help people run better organizations and produce better results. In this episode, Jon and Paul discuss how data and numbers can help tell company stories, the importance of spending money on sales and marketing to grow faster, and how to serve customers more profitably.

Key Takeaways

A business's financial story is directly connected to its overall brand narrative, and numbers provide a foundational frame of reference that gives the story credibility.
The most important relationships in business, including with customers and employees, should be viewed as partnerships to foster trust and long-term success.
Businesses should become "gross margin obsessed" because this single metric is a key indicator of financial health and the ability to invest in growth.
Focusing on a few core metrics, such as cash, profit margin, and year-over-year revenue growth, can help businesses break through plateaus and achieve their goals.
Having a background in marketing can be a unique advantage in the financial world, as it provides an understanding of how to use data to fuel growth and improve decision-making.

Episode 52: Profitable Growth Through Story and Strategy

Key Takeaways

Timestamps

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