Profit With A Plan

Scaling Smart: Private Equity, Profit & Purpose
Guest: John Brooks, CEO of Warehouse on WheelsHost: Marcia Riner, Profit Booster® | PROFIT With A Plan PodcastEpisode Runtime: 33 minsTags: private equity, business growth strategy, business exit, scaling operations, stakeholder ROI, team ownership, trailer rentals
🚀 Episode Overview
What does it take to grow from 4,000 to over 37,000 assets, expand across North America, and create private equity returns as high as 9x?
In this powerful episode, Marcia is joined by John Brooks, the CEO of Warehouse on Wheels (WOW) — a seasoned financial and operational executive with deep experience in building PE-backed businesses for profitable exits. Since 2018, John has led WOW from a modest startup to one of North America’s fastest-growing trailer rental companies with 35+ offices and 37,000+ trailers.
You’ll hear what it really takes to scale sustainably, work with investors (not for them), and create legacy wealth — not just for founders, but entire teams.
⏱️ Key Takeaways & Timestamps
[00:03:00] How John Got Into Private EquityJohn shares his 7 “tours of duty” in PE-backed roles and the aha moment that led him to build WOW by acquiring a competitor.
[00:05:35] Vetting Your Private Equity PartnerNot all capital is created equal. John explains why business owners must interview PE firms, check cultural fit, and align expectations up front.
[00:07:00] Why PE is Rocket Fuel for Growth"You’ve built the rocket and mapped the flight path — now you need fuel." Private equity accelerates momentum if you’ve got a clear vision.
[00:09:45] Structuring Smart PartnershipsAvoid getting pushed aside: run your business like a business, not a lifestyle. Clean books, defined roles, and early clarity on ownership percentages are key.
[00:12:00] Staying In the Business After a DealExiting isn’t required. Many firms want leaders to stay and reinvest. WOW itself has transitioned from one PE sponsor to another — with John and his team intact.
[00:14:00] Sharing Wealth with Your TeamWOW’s employee reward model gives every team member a financial stake in the next sale — creating loyalty and life-changing impact.
[00:16:00] PE as a Culture and Leadership AmplifierPE isn’t just financial capital — it can bring senior leadership support, L&D investments, and help build organizations that scale.
[00:18:00] What to Expect in the Exit ProcessSelling to PE? Expect 6–12 months of due diligence, data rooms, advisors, and distraction. Prep early with experienced legal and banking support.
[00:21:00] Why PE Relationships FailSurprises kill trust. Misalignment, lack of transparency, and poor communication are the fastest paths to breakdowns with investors.
[00:23:00] Shifting from Entrepreneur to ExecutiveOwners must decide: stay and adapt to accountability, or exit and let others carry the vision. Either way, clarity from Day 1 matters.
[00:26:00] Alternative Capital OptionsYou don’t always need to give up equity. John shares insights into permanent non-control equity, private debt capital, and creative funding vehicles.
[00:28:00] 100% of $100 vs. 49% of $1MSometimes less is more. Giving up a slice of ownership can dramatically grow what you actually keep — if it comes with the right partners.
📚 Resources & Mentions
Warehouse on Wheels: www.wowtrailers.com“Ritz-Carlton service at Hampton Inn prices.”
John Brooks on LinkedIn: Connect with JohnFor behind-the-scenes lessons from a PE-fluent CEO
Free 30-Day Trial – Profit Booster® Marketing HubSmarter automations, better leads, more sales — no tech headaches.
💡 Final Thoughts
Private equity isn’t the villain it’s often made out to be. In fact, it may be the very thing that takes your business from where it is to where it could be — with capital, leadership support, and culture-enhancing investments that build lasting value.
As John puts it, the key isn’t if you raise capital — it’s who you raise it from and how prepared you are when the time comes.
 
 
💰This episode is sponsored by Profit Booster® Podcast Monetization Hub. 
We turn your interviews into a lead-generating machine—so you can capture, nurture, and convert listeners into paying clients. Stop leaving money on the table. Get started today at https://ProfitBoosterPod.com
🚀 Free Growth & Marketing Audit
Struggling to convert leads into loyal customers? It’s time to turn your customer reviews into profit!
Get your FREE Growth & Marketing Audit at ProfitBoosterBiz.com and start scaling smarter today.
 
🎧 Subscribe & Never Miss an Episode!Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode!
👤 About Marcia Riner
Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success.
Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com.
Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

Building Capacity & Using Positive Stress to Drive Business Growth
Podcast: Profit With A Plan - Episode 309Release date: July 1, 2025
Guest: Steve Perry, Founder of The Well Recruiting Solutions & Author of The Capacity ModelHost: Marcia Riner, Business Growth Strategist at Infinite Profit®
Episode Summary
Is stress holding you back—or pushing you forward? In this game-changing episode, Steve Perry breaks down how positive stress can expand your leadership capacity, grow your business, and create teams that thrive. Discover how to shift from breakdown to breakthrough, empower your team, and build a business that scales without burning out.
Whether you’re hiring your first employee or leading a large organization, this episode is packed with insights on capacity-building, mindset, team empowerment, and stress as a growth signal.
🔑 Key Takeaways
How stress can be a gift and a trigger for growth
The 3 stages of breakdown—and how to avoid them
Steve's Capacity Model pillars: Education, Habits, Relationships
Leading through change without losing your team
Why you must "fire yourself from the day-to-day" to scale
🕒 Timestamps for Key Points
00:00:08 – Can stress actually supercharge your business growth?
00:02:19 – Guest intro: Steve Perry’s journey from teen entrepreneur to Fortune 100 exec
00:05:50 – Building a business from necessity and grit: Steve’s entrepreneurial start
00:07:00 – “Begin with the end in mind”: Goal-setting as a stress reframer
00:09:00 – The Capacity Model: Stress is a gift
00:10:00 – The 3 stages of breakdown: disappointment → disillusionment → greener pastures
00:12:27 – The breakthrough alternative: how to actually grow your capacity
00:13:15 – 3 pillars of capacity: education, habits, and relationships
00:14:13 – How to shift your mindset in the middle of disappointment
00:15:12 – External inputs: mentors, coaches, and capacity lifters
00:17:00 – Applying this model across marriage, parenting, and personal life
00:18:30 – Frequency of hitting capacity ceilings—daily or monthly?
00:20:04 – Leading through a business pivot: Steve’s firsthand experience
00:22:41 – Why team alignment and transparency are key to embracing change
00:23:18 – Using stress to spark skill development and new opportunities
00:25:07 – The 4 truths of capacity-building
Personal and professional stress are intertwined
“Whether you think you can or can’t—you’re right”
Life is hard—or life is hard
Doing more ≠ working more hours
00:30:11 – Maximizing impact with the same 168 hours: the 1% that creates 50% of your results
00:32:12 – Where to find Steve and his free resource: HireTheWell.com
00:34:06 – Marcia’s takeaway: using stress to break through growth ceilings
🔗 Resources & Mentions
🎯 Download Steve’s 10 Must-Ask Interview Questions: HireTheWell.com
📘 The Capacity Model by Steve Perry
📲 Follow Steve Perry on LinkedIn: Steve Perry
 
 
💰This episode is sponsored by Profit Booster® Podcast Monetization Hub. 
We turn your interviews into a lead-generating machine—so you can capture, nurture, and convert listeners into paying clients. Stop leaving money on the table. Get started today at https://ProfitBoosterPod.com
🚀 Free Growth & Marketing Audit
Struggling to convert leads into loyal customers? It’s time to turn your customer reviews into profit!
Get your FREE Growth & Marketing Audit at ProfitBoosterBiz.com and start scaling smarter today.
 
🎧 Subscribe & Never Miss an Episode!Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode!
👤 About Marcia Riner
Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success.
Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com.
Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

Targeted Time: Work Smarter by Aligning Tasks to Your Peak ProductivityEP308 Profit With A Plan Podcast
Released: June 24, 2025
🎙 Guest: Daphne Valcin, MCC | Executive Coach & Productivity Strategist
Host: Marcia Riner, Business Growth Strategist | Infinite Profit®
🔍 Episode Summary:
If you’re working long hours and still not seeing meaningful results, the problem may not be your effort—it may be your timing. In this powerful episode, Marcia Riner sits down with Master Certified Coach Daphne Valcin to unpack how to manage your time according to your natural productivity rhythms using her proven Targeted Time Method. Learn how to stop spinning your wheels, increase your performance, and drive business results without burnout.
🕒 Timestamped Highlights:
[00:02:06] Introduction to guest Daphne Valcin and her coaching work with Fortune 500 leaders.[00:04:00] Daphne shares how her career shifted from PR to coaching through purpose-driven decision-making.[00:07:00] Why traditional time management doesn't work for everyone—and how natural energy rhythms change everything.[00:08:34] The first step in managing time effectively: discovering your peak energy window.[00:09:35] The myth of the 4 a.m. entrepreneur: how lifestyle and context shape your workday.[00:10:57] How to build a business around your creativity and energy instead of a 9–5 mindset.[00:12:26] Daphne introduces her Targeted Time framework:
Primary Time: Most focused and alert
Secondary Time: Good, but not optimal
Tertiary Time: Low-energy, minimal focus tasks[00:14:52] How to schedule meetings and tasks according to your energy tier.[00:17:01] Why sales tasks must be done during peak performance hours—and what happens when they aren’t.[00:18:45] The concept of Golden Hours and why they should be protected at all costs.[00:21:00] Real-life example of a missed opportunity from procrastinating during golden hours.[00:22:00] Avoiding “busy work” and using high-energy windows for strategy, not admin.[00:23:00] Leading with heart and boundaries: how to manage open-door policies without sacrificing performance.[00:24:50] The 10-minute interruption rule: why multitasking is a hidden productivity killer.[00:26:00] Boundaries with clients: how Daphne burned out from overgiving early in her business.[00:28:55] Transformational case study: client goes from $3K/month to $52K/month by managing her time better and shortening the sales cycle.[00:30:00] Delegation, scheduling, and respecting your energy as growth tools.[00:31:00] Using the Pomodoro Method for solopreneurs: 30/5-minute work/rest cycles.[00:32:10] The worksheet behind the magic: Daphne’s Targeted Time Planning Tool.[00:35:00] Final thoughts: how using your natural rhythm boosts profit, peace, and performance.[00:36:30] Where to find Daphne and how to grab her free Targeted Time Method Worksheet.
💡 Key Takeaways:
Understand your primary, secondary, and tertiary energy zones and align tasks accordingly.
Schedule profit-driving activities like sales, proposals, and strategic planning during your peak time.
Use Golden Hours to protect deep focus work—no meetings or distractions allowed.
Establish boundaries with your team and clients to protect productivity and prevent burnout.
Even minor tweaks like using timers or batch planning can produce exponential revenue growth.
📌 Resources & Links:
Free Worksheet: daphnevalcin.com/targetedtime
Learn more about Daphne: valsonstrategicsolutions.com
Connect on LinkedIn: Daphne Valcin
 
 
💰This episode is sponsored by Profit Booster® Podcast Monetization Hub. 
We turn your interviews into a lead-generating machine—so you can capture, nurture, and convert listeners into paying clients. Stop leaving money on the table. Get started today at https://ProfitBoosterPod.com
🚀 Free Growth & Marketing Audit
Struggling to convert leads into loyal customers? It’s time to turn your customer reviews into profit!
Get your FREE Growth & Marketing Audit at ProfitBoosterBiz.com and start scaling smarter today.
 
🎧 Subscribe & Never Miss an Episode!Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode!
👤 About Marcia Riner
Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success.
Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com.
Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

EP307 – Stop the Stupid: Build a Culture of Proactive Problem Solving with Doug Hall
Podcast: PROFIT With A PlanHost: Marcia RinerGuest: Doug Hall, Inventor & Author of “Proactive Problem Solving”
Is your business wasting time, talent, and money on preventable problems? This episode is your wake-up call.
Doug Hall—renowned inventor, innovation researcher, and founder of Eureka! Ranch—joins Marcia to expose the root cause of wasted resources in growing companies: broken systems and disengaged employees. Discover how to create a culture of proactive problem solving across every level of your organization—from the frontlines to leadership—and finally stop the stupid.
🔑 Key Takeaways:
How to engage employees in solving real problems (and not just complaining)
The 3.5-hour productivity killer affecting every manager’s day
Why front-line workers are your most untapped innovation engine
How to implement a proactive system without overwhelming your team
How proactive problem solving supports scaling, profitability, and exit readiness
⏱️ TIMESTAMPS & HIGHLIGHTS:
00:01:05 – The silent killers of productivity: inefficiencies, disengagement, and outdated thinking00:03:00 – Doug Hall’s background: From inventor at age 12 to innovating for global brands like Nike, P&G, and Walt Disney00:06:00 – Lessons from scaling a whiskey brand from startup to 100k+ cases/year00:07:30 – The aha moment: innovation wasn’t enough—execution systems were breaking00:09:00 – Building a culture of proactive problem solvers to stop being the bottleneck00:10:55 – Case study: bottling line fixed by a non-engineer frontline worker00:11:50 – Why employees already know what’s broken (and how to fix it)00:13:40 – From solopreneur to scalable business: how to empower your team00:15:00 – How one company went from $5M to $50M in pipeline using Doug’s framework00:16:40 – The key to solving marketing & operational breakdowns: systems, not just effort00:18:00 – Why leadership must define the what and the why to spark action00:20:00 – Motivating your team through small, meaningful wins00:22:10 – Stop change resistance by involving employees in co-creating the solution00:24:00 – Why managers and leadership need their own proactive training00:25:50 – Continuous improvement isn’t optional—it’s your competitive edge00:26:50 – The hidden cost: managers waste 3.5+ hours/day on workarounds and errors00:30:50 – The surprising value of staying a lifelong learner (even after 40 years in business)00:34:00 – Empowered employees = higher morale, longer retention, and more profit00:36:00 – How to get started: Doug’s book, workshops, and one-day in-person sessions00:37:20 – Marcia’s free growth and marketing audit for business owners ready for change
🔎 SEO Keywords:
employee engagement strategies, proactive problem solving, business inefficiencies, how to improve workplace systems, team accountability, culture of innovation, Doug Hall, Eureka Ranch, scaling operations, improving productivity, stop the stupid, business bottlenecks, profit growth strategies, operational excellence, leadership training, front-line empowerment, business optimization framework
🎯 Resources Mentioned:
Doug’s site: https://DougHall.com
Book: Proactive Problem Solving
Offer: 50% off Doug’s one-day company workshop for podcast listeners
 
Want to Turn Your Podcast into Profit?
Visit https://ProfitBoosterPod.com to learn how to turn your podcast episodes into lead-gen machines and sales funnels with our Podcast Monetization Hub.
 
 
💰This episode is sponsored by Profit Booster® Podcast Monetization Hub. 
We turn your interviews into a lead-generating machine—so you can capture, nurture, and convert listeners into paying clients. Stop leaving money on the table. Get started today at https://ProfitBoosterPod.com
🚀 Free Growth & Marketing Audit
Struggling to convert leads into loyal customers? It’s time to turn your customer reviews into profit!
Get your FREE Growth & Marketing Audit at ProfitBoosterBiz.com and start scaling smarter today.
 
🎧 Subscribe & Never Miss an Episode!Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode!
👤 About Marcia Riner
Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success.
Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com.
Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

Episode Title: Is Your Business Trapped in Your Head? How to Build Systems That Set You Free with Eric WilliamsReleased: June 10, 2025Guest: Eric Williams, Founder & Chief Business Transformation Officer at WillityHost: Marcia Riner, Business Growth Strategist at Infinite Profit®
🎯 Episode Overview
Too many business owners build a successful company—then get trapped inside it. In this high-impact episode, Marcia Riner talks with systems expert Eric Williams about the real reason founders can't step away from their business: it's all in their head.
Eric shares his proven framework to help overwhelmed entrepreneurs, executives, and small business owners eliminate chaos, document critical processes, and delegate confidently. Discover how to create operational systems, automate your workload, and become a strategic leader—not the doer.
 
🧠 Key Takeaways & Timestamps
00:02:56 – Meet Eric WilliamsFounder of Willity, Eric has helped over 300 entrepreneurs and managed 1,000+ employees. His mission? Free leaders from owner-dependency through systems, scheduling, and self-awareness.
00:04:03 – Why Process Building MattersEric explains how he discovered his superpower in building operational frameworks that empower teams—not just as cogs in a machine, but as high-impact contributors.
00:06:00 – Repeatable Tasks = Scalable GrowthMarcia breaks down why 90% of your business should be repeatable—and why skipping process creation early will hurt your ability to grow and hire effectively.
00:07:38 – Don’t Overbuild Too EarlyEric shares a cautionary tale about planning for 100 employees when you only have 2. Systematize in layers as you grow to avoid wasting time and resources.
00:09:05 – The First Red Flag You’re the BottleneckHitting 50+ hour work weeks consistently? That’s your signal. Eric explains how overworking should trigger system creation, not more hustle.
00:10:49 – Escaping the “Busy Week” TrapWhen every week feels like a one-off fire drill, you're in a productivity death spiral. Eric offers a mindset shift for recognizing patterns before burnout takes hold.
00:13:13 – Document What’s in Your HeadWhy “intuition” is really just an undocumented framework—and how to turn it into SOPs, video walkthroughs, or AI-optimized procedures.
00:15:00 – Delegation Starts with CommunicationLearn how to define decision boundaries: where your team has flexibility, and where precision matters. This is the core of sustainable delegation.
00:17:00 – Frameworks vs. InstructionsMarcia and Eric break down the difference between over-documenting and creating effective systems with room for creativity.
00:18:13 – Custom Work is Still SystematizableEven in personalized service industries, 80–90% of delivery is repeatable. Eric explains how to systemize without losing your personal touch.
00:21:01 – Narrow Your Focus to Scale SmarterToo many offers? Serving too many markets? Eric and Marcia discuss why simplifying your offerings is the first step to building lean, repeatable operations.
00:23:18 – Build Systems in Growth IncrementsRevisit your systems every 6–12 months. You need breathing room to reorganize, delegate, and shift from reactive to proactive leadership.
00:24:52 – From Doer to DelegatorThe dream business runs without you. Eric shares how to set up rules, roles, and reliable handoffs that allow you to finally take that vacation—without your phone.
00:26:00 – How to Troubleshoot ProcessesInstead of scrapping an entire workflow, learn how to isolate and fix the one step that’s breaking down. It’s faster, more efficient, and more empowering for your team.
00:27:40 – Employees Can Help Build Better ProcessesEngage your team in improving workflows. Their feedback can lead to time-saving changes and fosters ownership in the execution.
00:29:09 – Systems = Business ValueThinking of selling your business? Buyers want processes, not just profits. A documented, repeatable operation is what makes a company attractive—and transferable.
💡 Featured Tools & Frameworks
Mental Download Framework – Extract your expertise into step-by-step guides others can follow.
Delegation Readiness Checklist – Identify what can be handed off with clear metrics and controls.
Process Liberation Method – Escape owner-dependency by documenting, automating, and optimizing.
🎯 Final Thoughts
Whether you're just starting out or managing a large team, your business will only rise to the level of your systems. If you're tired of being the bottleneck and ready to create more freedom, structure, and profitability, start with Eric’s free masterclass:
👉 Watch now at willity.com/watch
 
Want to Turn Your Podcast into Profit?
Visit https://ProfitBoosterPod.com to learn how to turn your podcast episodes into lead-gen machines and sales funnels with our Podcast Monetization Hub.
 
 
💰This episode is sponsored by Profit Booster® Podcast Monetization Hub. 
We turn your interviews into a lead-generating machine—so you can capture, nurture, and convert listeners into paying clients. Stop leaving money on the table. Get started today at https://ProfitBoosterPod.com
🚀 Free Growth & Marketing Audit
Struggling to convert leads into loyal customers? It’s time to turn your customer reviews into profit!
Get your FREE Growth & Marketing Audit at ProfitBoosterBiz.com and start scaling smarter today.
 
🎧 Subscribe & Never Miss an Episode!Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode!
👤 About Marcia Riner
Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success.
Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com.
Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️
 

Built to Scale: Strategic Leadership That Frees You from the Day-to-Day EP305 Profit With A Plan PodcastReleased June 3, 2025Guest: Liz Weber, Global Leadership GuruHost: Marcia Riner, Business Growth Strategist | Infinite Profit®
Episode Summary:
In this episode of PROFIT With A Plan, Marcia Riner sits down with Liz Weber, a 2025 Top 30 Global Leadership Guru, leadership advisor, keynote speaker, and strategic consultant to boards and C-suite teams. Liz unpacks why most small business owners become the bottleneck in their companies—and what it takes to step into true strategic leadership.
If you’re tired of doing everything yourself, stuck managing every little detail, or worried that your business can't function without you—this episode is your blueprint for sustainable growth and succession-ready leadership.
Discover how to build systems, develop leaders, and scale without burnout. This is the episode founders, CEOs, and visionary entrepreneurs can’t afford to skip.
SEO Keywords:
leadership advisor for small business, strategic leadership for entrepreneurs, scalable business systems, how to delegate effectively, off-loading founder knowledge, business succession planning, developing leadership teams, simple systems to grow business, sustainable business growth, C-suite leadership strategies
🔑 Timestamps & Key Takeaways:
[00:02:05] – Why Founders Get StuckLiz breaks down the #1 reason small businesses stall out: founders who don’t let go. Learn why wearing all the hats is not leadership—and what to do instead.
[00:07:32] – Off-loading Knowledge for SustainabilityDiscover how documenting and transferring your processes is the first step toward creating a business that runs without you.
[00:12:18] – Building Simple Systems That Add ValueForget complicated workflows. Liz explains how simple, replicable systems are key to increasing both performance and business valuation.
[00:18:44] – Developing Leaders Inside Your BusinessIf you’re the smartest person in every meeting, your growth is capped. Learn how to identify, develop, and empower leaders who can take the reins.
[00:24:59] – What’s REALLY Hard for Founders to DoSpoiler: It’s not about marketing or money. Liz reveals the emotional hurdle most founders face—and how to overcome it with confidence.
[00:29:15] – Real-World Client Success StoryHear how one of Liz’s clients went from stuck in the weeds to scaling with ease by applying her leadership frameworks.
[00:36:48] – Creating a Succession-Ready BusinessWhy succession planning starts NOW—not when you’re ready to exit. Learn the signs your business is on the right track for legacy growth.
Connect with Liz Weber:
🔗 LizWeber.com📘 Author | 🎤 Speaker | 🧠 Strategic Consultant
Want to Turn Your Podcast into Profit?
Visit https://ProfitBoosterPod.com to learn how to turn your podcast episodes into lead-gen machines and sales funnels with our Podcast Monetization Hub.
 
 
💰This episode is sponsored by Profit Booster® Podcast Monetization Hub. 
We turn your interviews into a lead-generating machine—so you can capture, nurture, and convert listeners into paying clients. Stop leaving money on the table. Get started today at https://ProfitBoosterPod.com
🚀 Free Growth & Marketing Audit
Struggling to convert leads into loyal customers? It’s time to turn your customer reviews into profit!
Get your FREE Growth & Marketing Audit at ProfitBoosterBiz.com and start scaling smarter today.
 
🎧 Subscribe & Never Miss an Episode!Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode!
👤 About Marcia Riner
Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success.
Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com.
Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

Create Raving Fans: How Small Businesses Win Big with Memorable Experiences 
EP304 Profit With A Plan PodcastReleased May 27, 2025
Guest: Vance Morris, Customer Retention Expert, founder of Chesapeake Service SolutionsHost: Marcia Riner, Business Growth Strategist, CEO Infinite Profit®
Podcast Notes:
In this unforgettable episode of Profit With A Plan, Marcia Riner sits down with Vance Morris—Disney veteran, customer retention expert, and founder of Chesapeake Service Solutions. Vance reveals how small business owners can stop chasing new customers and start creating raving fans who return again and again—and bring their friends with them.
If you're tired of transactional relationships and want to build a business that thrives through loyalty, storytelling, and unforgettable experiences, this episode is your roadmap.
⏱️ Timestamps + Key Moments:
00:02:15 – Meet Vance Morris: From Disney leadership to customer experience strategist00:04:02 – What Disney taught Vance about loyalty and brand affinity00:05:38 – Why Chick-fil-A trains better employees than most companies00:07:00 – The real reason small businesses can’t blame the labor pool00:08:50 – Cultivating brand evangelists like Apple, Harley-Davidson & Disney00:10:04 – Why creating emotional connection beats flashy branding every time00:12:00 – How Vance used his kids in marketing to create unforgettable bonds with clients00:13:58 – The simple 3-part system to keep clients for life00:15:50 – Why paper newsletters still outperform digital marketing00:17:40 – How even B2B firms can use customer experience to grow loyalty00:20:55 – Real-world example: Turning an oil change shop into the "Disney of service stations"00:26:53 – The ROI of experience: higher prices, lower churn, and brand buzz00:29:11 – Branding an insurance agency as “the agency that rocks”00:31:05 – Why being memorable is better than being the cheapest00:32:11 – Little things, big impact: how a university security guard wowed Vance’s family00:36:03 – Vance’s free gift: 52 Ways to Wow Your Customers Without Breaking the Bank
💡 Top Takeaways:
Experience drives loyalty: Customers stay—and refer—when their journey is emotionally engaging.
Surprise & delight work: The smallest unexpected gestures can create lifetime value.
Memorable > Cheap: Competing on price is a race to the bottom. Stand out by being unforgettable.
Simple systems win: A printed newsletter, a timely postcard, and a story-rich email can transform retention.
Your brand is how they feel: Consistency, personality, and intentional details define your brand far more than a logo.
🎁 Vance’s Free Gift:
Download “52 Ways to Wow Your Customers Without Breaking the Bank” – practical weekly ideas to delight clients and stand out.👉 wow52ways.com
Vance Morris: deliverservicenow.com
 
 
💰This episode is sponsored by Profit Booster® Podcast Monetization Hub. 
We turn your interviews into a lead-generating machine—so you can capture, nurture, and convert listeners into paying clients. Stop leaving money on the table. Get started today at https://ProfitBoosterPod.com
🚀 Free Growth & Marketing Audit
Struggling to convert leads into loyal customers? It’s time to turn your customer reviews into profit!
Get your FREE Growth & Marketing Audit at ProfitBoosterBiz.com and start scaling smarter today.
 
🎧 Subscribe & Never Miss an Episode!Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode!
👤 About Marcia Riner
Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success.
Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com.
Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

Simplify & Scale: The Power of a Clear Business Promise 
🎙️ Guest:
Pete Mohr – Certified Exit Planning Associate, Kolbe Certified Consultant, Host of Business Owner Breakthrough
Host: Marcia Riner - Business Growth Strategist, Infinite Profit®
🔎 Episode Summary:
If you’re stuck in the daily grind, it’s time to shift from Operator to Owner. In this episode, business strategist Marcia Riner sits down with systems expert Pete Mohr to uncover the most powerful piece of his 6 P’s framework—your business Promise. Learn how to clarify your message, align your team, and optimize your operations for lasting profit and value.
Pete breaks down how simplifying your business model around a single, aligned Promise leads to greater profitability, scalable operations, and a company that can eventually run (and sell) without you.
⏱️ Timestamps & Key Takeaways:
00:03 – Introduction to Pete Mohr: From 30+ years in entrepreneurship to simplifying business ownership for stressed-out founders.
00:57 – What is the 6 P’s Framework?Pete introduces the core components:
Promise
Product
Process
People
Promotion
Profit
04:10 – Using the Kolbe Assessment to Build Aligned TeamsDiscover how Pete uses Kolbe to assess how team members make decisions, improving hiring and team dynamics for operational efficiency.
08:50 – Why the Promise Comes FirstYour Promise defines what problem you solve and how you lead your customer to a better life. It's the foundation of everything—from your marketing to your product delivery.
10:00 – Aligning the 5 P’s to Deliver on the Promise
Product must solve the defined problem
Process must deliver efficiently
People must be capable of delivering
Promotion must reflect the promise
Profit is the result of proper alignment
13:10 – The “Look Great, Feel Fantastic” Tagline ExamplePete shares a brilliant customer experience framework from his shoe business: clarity of promise that drives both buyer emotion and loyalty.
16:40 – Your Business Should Support Your LifePete emphasizes the mindset shift from "propping up your business" to having your business support your desired lifestyle.
19:10 – How to Re-Evaluate an Old PromiseOutdated offerings or assumptions can stall growth. Pete walks through how to use data and customer feedback to realign your brand promise.
22:20 – Using the 6 P's in Team Meetings and PlanningThe 6 P’s aren't just theoretical—they're used to structure weekly, monthly, and annual planning conversations.
25:00 – From Overwhelm to Action: Where to StartPete shares the Love It or Leave It exercise to help business owners identify tasks they should delegate.
27:10 – Creating Visual Accountability Through Org ChartsUse accountability charts to ensure everyone on your team knows their role in fulfilling the business promise.
29:00 – Final Advice: Don’t WaitYou can’t build an exit-ready, profitable business overnight—but you can take the first step today.
📥 Resources Mentioned:
Love It or Leave It Exercisehttps://simplifyingentrepreneurship.com/loveit
10 Laws to Move From Operator to Ownerhttps://simplifyingentrepreneurship.com/laws
Connect with Pete MohrWebsite: https://pete-mohr.comPodcast: Business Owner BreakthroughLinkedIn: Pete Mohr
 
 
💰This episode is sponsored by Profit Booster® Podcast Monetization Hub. 
We turn your interviews into a lead-generating machine—so you can capture, nurture, and convert listeners into paying clients. Stop leaving money on the table. Get started today at https://ProfitBoosterPod.com
🚀 Free Growth & Marketing Audit
Struggling to convert leads into loyal customers? It’s time to turn your customer reviews into profit!
Get your FREE Growth & Marketing Audit at ProfitBoosterBiz.com and start scaling smarter today.
 
🎧 Subscribe & Never Miss an Episode!Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode!
👤 About Marcia Riner
Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success.
Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com.
Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

Simplify, Document, Scale: The 3-Step System for Process Excellence 
EP302 Profit Withe a Plan PodcastReleased May 13, 2025
Guest: Errol Allen, Process Expert, Founder of Errol Allen ConsultingHost: Marcia Riner, Business Growth Strategist, CEO of Infinite Profit®
📋 Episode Description:
If your business is stuck in chaos, inconsistent execution, or employee confusion, the root issue might be your undocumented processes. In this episode of PROFIT With A Plan, host Marcia Riner is joined by Errol Allen, operations expert and founder of Errol Allen Consulting, to break down the three critical steps of process documentation every business needs to scale smoothly.
Errol shares how business owners can drive productivity, increase team morale, and improve collaboration—just by documenting what’s already being done. Whether you're growing fast or just tired of putting out fires, this episode gives you a practical roadmap to operational clarity.
Plus, don’t miss Errol’s exclusive bonus offer for listeners below 👇
⏱️ Key Timestamps & Takeaways:
00:00 – IntroductionMarcia Riner tees up the conversation around the business case for process documentation and introduces Errol Allen.
00:44 – The #1 Reason Businesses Need Process DocumentationDiscover why undocumented processes lead to confusion, rework, and inconsistency—and how documenting them provides a foundation for scalable success.
01:47 – The First Step: Discovery & EngagementErrol explains the importance of interviewing your team to understand what’s actually happening on the ground floor.
03:15 – Collaboration Boosts MoraleDocumenting processes isn’t a solo project—it’s a team sport. Errol shares how collaboration builds buy-in and increases engagement across departments.
04:39 – The Team-Oriented Flowcharting MethodologyVisualizing your processes with team involvement creates clarity. Errol reveals how flowcharts can uncover redundancies and inefficiencies in real time.
06:28 – Don’t Skip to SOPs Too SoonMost businesses rush to write SOPs (Standard Operating Procedures) without fully understanding the workflow. Errol breaks down why SOPs are the final step—not the first.
08:11 – Who Owns the Process Documentation Journey?The answer might surprise you. Errol explains the leadership mindset required to drive documentation forward with full commitment.
09:40 – The Overlooked Component: Process ReviewsIt’s not a “set it and forget it” process. Learn how often you should revisit your documentation to keep operations fresh and effective.
🎯 What You'll Learn:
Why process documentation is essential for sustainable growth
How team engagement leads to better outcomes
Why visual flowcharts are the key to operational clarity
How to avoid common mistakes when creating SOPs
The secret to getting team buy-in and execution consistency
🎁 Listener Bonus:
Errol is offering a FREE 1-hour process flowcharting session to the first listener who contacts him.📧 Email: errol@errolallenconsulting.com🌐 Learn more: www.documentyourprocesses.com
🔑 Keywords:
Process documentation, standard operating procedures, business systems, operations consulting, team collaboration, process flowcharting, Errol Allen, operational excellence, SOPs, business scalability, workflow optimization, business efficiency, process improvement, employee morale, business growth systems
 
 
💰This episode is sponsored by Profit Booster® Podcast Monetization Hub. 
We turn your interviews into a lead-generating machine—so you can capture, nurture, and convert listeners into paying clients. Stop leaving money on the table. Get started today at https://ProfitBoosterPod.com
🚀 Free 30 Day Trial of The Profit Booster Marketing Hub
If you're ready to simplify your marketing and start getting better results, grab your free 30-day trial of the Profit Booster® Marketing Hub.
No credit card. No tech headaches. Just smart, streamlined marketing that works.
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🎧 Subscribe & Never Miss an Episode!Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode!
👤 About Marcia Riner
Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success.
Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com.
Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️

Curiosity-Driven Leadership: The Operational Edge EP301 Profit With A Plan PodcastReleased May 6, 2025
Guest: Jon Bassford, Operations Expert, founder of Lateral SolutionsHost: Marcia Riner, Business Growth Strategist, Infinite Profit®
🎧 Episode Summary:
In this thought-provoking episode, Marcia Riner talks with Jon Bassford—TEDx speaker, bestselling author, and operations strategist—about how curiosity can be your company’s most overlooked competitive advantage. Jon unpacks how a curious mindset can fuel innovation, streamline systems, and help leaders build resilient, scalable organizations. If you're a business owner or leader looking to improve operations without burning out your team or yourself, this episode is packed with strategies you don’t want to miss.
🔑 Key Takeaways:
Why curiosity is a superpower in leadership and operations
How to cultivate a “curious culture” in your organization
The connection between psychological safety and performance
Avoiding the most common operational roadblocks that kill growth
The role of experimentation and questioning in long-term success
⏱️ Timestamps & Highlights:
00:00 – IntroductionMarcia introduces the episode theme: scaling smarter through curiosity.
01:45 – What is Curious Leadership?Jon explains how curiosity became the foundation of his leadership style and operational success.
05:12 – From Law to LeadershipHear Jon’s unconventional journey from law school to startup operations.
08:30 – What Is Operational Excellence?Jon defines operational excellence and its impact on growth, scale, and team alignment.
13:15 – Curiosity in CultureCreating a workplace that encourages questions, experimentation, and team buy-in.
17:00 – Psychological Safety in TeamsWhy leaders must create environments where teams feel safe enough to challenge, ask, and improve.
21:45 – Common Pitfalls in OperationsJon outlines the biggest mistakes he sees leaders make—and how curiosity can solve them.
27:10 – A Case Study in ChangeJon shares a real-world story where a curiosity-first approach reshaped a company’s operations and outcomes.
33:40 – Rapid-Fire with MarciaLightning-round insights on systems, curiosity, and how to step into operational greatness.
36:00 – Final Advice for EntrepreneursJon’s closing thoughts on being a curious leader and building sustainable success.
🔗 Connect with Jon Bassford:
📧 jon@think-lateral.com
 
💰This episode is sponsored by Profit Booster® Podcast Monetization Hub. 
We turn your interviews into a lead-generating machine—so you can capture, nurture, and convert listeners into paying clients. Stop leaving money on the table. Get started today at https://ProfitBoosterPod.com
🚀 Free Growth & Marketing Audit
Struggling to convert leads into loyal customers? It’s time to turn your customer reviews into profit!
Get your FREE Growth & Marketing Audit at ProfitBoosterBiz.com and start scaling smarter today.
 
🎧 Subscribe & Never Miss an Episode!Find Profit With a Plan on Apple Podcasts, Spotify, and all major podcast platforms. Stay tuned for more high-impact, profit-driven strategies in our next episode!
👤 About Marcia Riner
Marcia Riner is a business growth strategist who helps entrepreneurs scale smarter, increase profitability, and maximize business value. As CEO of Infinite Profit® and creator of the Profit Booster® strategies, she goes beyond advice—working alongside business owners to implement proven strategies that strengthen financial stability, optimize operations, and drive long-term success.
Whether you’re looking to boost profits, expand, or prepare for a high-value exit, Marcia delivers the expertise and hands-on support to make it happen. Learn more at InfiniteProfitConsulting.com.
Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️