2025 nearly broke me. Clients dropped. Revenue cratered. My dream car? Totaled by a dump truck, with no one inside. At our lowest, we were bleeding over $12,000/month. But we didn’t quit. And by November, we closed 10 new clients in a month and had our first $15K cash day. In this special New Year’s edition, I walk through the real story behind the posts: the burnouts, breakthroughs, and the shift that brought us back. What I cover: The exact moment I considered shutting it all downWhy dis...
All content for CFO Chronicles: The Secrets Behind Success is the property of James Donovan and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
2025 nearly broke me. Clients dropped. Revenue cratered. My dream car? Totaled by a dump truck, with no one inside. At our lowest, we were bleeding over $12,000/month. But we didn’t quit. And by November, we closed 10 new clients in a month and had our first $15K cash day. In this special New Year’s edition, I walk through the real story behind the posts: the burnouts, breakthroughs, and the shift that brought us back. What I cover: The exact moment I considered shutting it all downWhy dis...
You’re Losing Clients in Every Meeting and Don’t Know It - With Jordan Vickery
CFO Chronicles: The Secrets Behind Success
34 minutes
2 weeks ago
You’re Losing Clients in Every Meeting and Don’t Know It - With Jordan Vickery
Most firms treat meetings like a checkbox. Talk. Wrap. Move on. But what if the way you run and follow up on meetings is quietly costing you hours each week and revenue you don’t realize you’re losing? Jordan Vickery, co-founder of Vinyl, joins the show to reveal how firms are reclaiming 30-40 minutes per meeting, identifying hidden sales opportunities, and coaching their teams using nothing but meeting transcripts. If you’ve ever felt buried in post-call admin, or suspect your team is missin...
CFO Chronicles: The Secrets Behind Success
2025 nearly broke me. Clients dropped. Revenue cratered. My dream car? Totaled by a dump truck, with no one inside. At our lowest, we were bleeding over $12,000/month. But we didn’t quit. And by November, we closed 10 new clients in a month and had our first $15K cash day. In this special New Year’s edition, I walk through the real story behind the posts: the burnouts, breakthroughs, and the shift that brought us back. What I cover: The exact moment I considered shutting it all downWhy dis...
