Struggling to convert marketing activity into predictable revenue? In this episode of Small Business Matters, Tim and Taylor Fulton welcome Keith Finger, founder and Chief Revenue Fixer of Revenue Insights. Keith breaks down why “more leads” is often a band-aid, how to hunt down the real breakdowns in the revenue journey, and why documenting processes and improving handoffs can outpace any new website or shiny tech tool.
If you run an SMB or a B2B shop and want practical, systems-first thinking, you can apply this week — from fixing churn to building a sales culture that empowers people — press play. Keith explains how to stop shoveling more prospects into a leaky funnel, diagnose root causes (process vs people), and prioritize changes that produce sustainable revenue growth.
Takeaways
• Fix the root causes — not just the symptoms.
Many revenue problems look like marketing or sales issues, but the real breakdowns often come from unclear processes, poor handoffs, or misaligned expectations across teams. More leads won’t fix a leaky system.
• Documented processes create freedom, not bureaucracy.
Keith emphasizes that clear, repeatable processes help teams deliver consistently, reduce confusion, and allow leaders to step out of daily chaos. If it’s not written down, it’s not scalable.
• Technology can’t replace strategy.
New tools won’t solve foundational problems. Tech only accelerates what’s already working—or exposes what isn’t. Start with the workflow, not the software.
• Sales leadership matters more than sales hacks.
The most successful teams have leaders who coach, ask questions, encourage critical thinking, and foster accountability. A strong sales culture consistently beats short-term tactics.
• Revenue is a full-company responsibility.
The customer experience spans marketing, sales, product, and service. When each stage works in isolation, revenue suffers. When they’re aligned, growth becomes far more predictable.
Highlights
[03:22] What Matters Most to Small Businesses
[03:52] Symptomatic Fixes vs. Holistic, Process-driven Solutions
[05:40] Keith’s Journey
[07:59] Recognizing Common Patterns Across Different Clients
[09:58] How Rapid Tech Innovation Affects Revenue
[12:00] Problems Occur
[13:40] Identifying Good Customers
[16:01] Process Verses People Issues
[20:11] Attributes of a Successful Sales Leader
[21:59] Differences in Marketing Post-COVID
[24:42] Rapid-fire
[29:05] Contact Information
[29:55] Takeaways
[31:42] SBM News
About the Guest
Keith Finger is the founder and Chief Revenue Fixer at Revenue Insights. A Tulane alumnus, Keith has spent 20+ years helping B2B companies diagnose and fix revenue problems across marketing, sales, product, and customer success. He’s worked in over 20 countries, supporting sales teams and onboarding customers. Keith enjoys photography, hiking, traveling (over 60 countries and counting), exploring new cuisines, and brings a curiosity-driven, empathy-forward approach to revenue strategy.
Contact Information
Website: getrevenueinsights.com
Phone: 770-309-5651
Email: keith@keithfinger.com
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Struggling to convert marketing activity into predictable revenue? In this episode of Small Business Matters, Tim and Taylor Fulton welcome Keith Finger, founder and Chief Revenue Fixer of Revenue Insights. Keith breaks down why “more leads” is often a band-aid, how to hunt down the real breakdowns in the revenue journey, and why documenting processes and improving handoffs can outpace any new website or shiny tech tool.
If you run an SMB or a B2B shop and want practical, systems-first thinking, you can apply this week — from fixing churn to building a sales culture that empowers people — press play. Keith explains how to stop shoveling more prospects into a leaky funnel, diagnose root causes (process vs people), and prioritize changes that produce sustainable revenue growth.
Takeaways
• Fix the root causes — not just the symptoms.
Many revenue problems look like marketing or sales issues, but the real breakdowns often come from unclear processes, poor handoffs, or misaligned expectations across teams. More leads won’t fix a leaky system.
• Documented processes create freedom, not bureaucracy.
Keith emphasizes that clear, repeatable processes help teams deliver consistently, reduce confusion, and allow leaders to step out of daily chaos. If it’s not written down, it’s not scalable.
• Technology can’t replace strategy.
New tools won’t solve foundational problems. Tech only accelerates what’s already working—or exposes what isn’t. Start with the workflow, not the software.
• Sales leadership matters more than sales hacks.
The most successful teams have leaders who coach, ask questions, encourage critical thinking, and foster accountability. A strong sales culture consistently beats short-term tactics.
• Revenue is a full-company responsibility.
The customer experience spans marketing, sales, product, and service. When each stage works in isolation, revenue suffers. When they’re aligned, growth becomes far more predictable.
Highlights
[03:22] What Matters Most to Small Businesses
[03:52] Symptomatic Fixes vs. Holistic, Process-driven Solutions
[05:40] Keith’s Journey
[07:59] Recognizing Common Patterns Across Different Clients
[09:58] How Rapid Tech Innovation Affects Revenue
[12:00] Problems Occur
[13:40] Identifying Good Customers
[16:01] Process Verses People Issues
[20:11] Attributes of a Successful Sales Leader
[21:59] Differences in Marketing Post-COVID
[24:42] Rapid-fire
[29:05] Contact Information
[29:55] Takeaways
[31:42] SBM News
About the Guest
Keith Finger is the founder and Chief Revenue Fixer at Revenue Insights. A Tulane alumnus, Keith has spent 20+ years helping B2B companies diagnose and fix revenue problems across marketing, sales, product, and customer success. He’s worked in over 20 countries, supporting sales teams and onboarding customers. Keith enjoys photography, hiking, traveling (over 60 countries and counting), exploring new cuisines, and brings a curiosity-driven, empathy-forward approach to revenue strategy.
Contact Information
Website: getrevenueinsights.com
Phone: 770-309-5651
Email: keith@keithfinger.com
Struggling to convert marketing activity into predictable revenue? In this episode of Small Business Matters, Tim and Taylor Fulton welcome Keith Finger, founder and Chief Revenue Fixer of Revenue Insights. Keith breaks down why “more leads” is often a band-aid, how to hunt down the real breakdowns in the revenue journey, and why documenting processes and improving handoffs can outpace any new website or shiny tech tool.
If you run an SMB or a B2B shop and want practical, systems-first thinking, you can apply this week — from fixing churn to building a sales culture that empowers people — press play. Keith explains how to stop shoveling more prospects into a leaky funnel, diagnose root causes (process vs people), and prioritize changes that produce sustainable revenue growth.
Takeaways
• Fix the root causes — not just the symptoms.
Many revenue problems look like marketing or sales issues, but the real breakdowns often come from unclear processes, poor handoffs, or misaligned expectations across teams. More leads won’t fix a leaky system.
• Documented processes create freedom, not bureaucracy.
Keith emphasizes that clear, repeatable processes help teams deliver consistently, reduce confusion, and allow leaders to step out of daily chaos. If it’s not written down, it’s not scalable.
• Technology can’t replace strategy.
New tools won’t solve foundational problems. Tech only accelerates what’s already working—or exposes what isn’t. Start with the workflow, not the software.
• Sales leadership matters more than sales hacks.
The most successful teams have leaders who coach, ask questions, encourage critical thinking, and foster accountability. A strong sales culture consistently beats short-term tactics.
• Revenue is a full-company responsibility.
The customer experience spans marketing, sales, product, and service. When each stage works in isolation, revenue suffers. When they’re aligned, growth becomes far more predictable.
Highlights
[03:22] What Matters Most to Small Businesses
[03:52] Symptomatic Fixes vs. Holistic, Process-driven Solutions
[05:40] Keith’s Journey
[07:59] Recognizing Common Patterns Across Different Clients
[09:58] How Rapid Tech Innovation Affects Revenue
[12:00] Problems Occur
[13:40] Identifying Good Customers
[16:01] Process Verses People Issues
[20:11] Attributes of a Successful Sales Leader
[21:59] Differences in Marketing Post-COVID
[24:42] Rapid-fire
[29:05] Contact Information
[29:55] Takeaways
[31:42] SBM News
About the Guest
Keith Finger is the founder and Chief Revenue Fixer at Revenue Insights. A Tulane alumnus, Keith has spent 20+ years helping B2B companies diagnose and fix revenue problems across marketing, sales, product, and customer success. He’s worked in over 20 countries, supporting sales teams and onboarding customers. Keith enjoys photography, hiking, traveling (over 60 countries and counting), exploring new cuisines, and brings a curiosity-driven, empathy-forward approach to revenue strategy.
Contact Information
Website: getrevenueinsights.com
Phone: 770-309-5651
Email: keith@keithfinger.com
What does it take to build a thriving company in a competitive industry—and keep it growing for more than a decade? In this episode of Small Business Matters, host Tim Fulton and co-host Taylor Fulton sit down with Zac Nicklas, President & CEO of The Pool Boys in League City, Texas. Zac shares how he turned a small family-run pool service into a trusted, 15-employee operation that’s earned a reputation for professionalism, reliability, and integrity.
Whether you’re a seasoned entrepreneur or just starting out, Zac’s story is packed with insights about scaling smart, leading well, and finding balance between growth and personal priorities.
Episode Highlights:
• What Matters to Small Business? [03:36]
• Leading Like a CEO [06:32]
• Sustaining a Long-term Business Partnership [10:53]
• A Big Mistake Changes Everything [15:09]
• Building a Loyal, Low-turnover Team [15:36]
• Industry Involvement As a Growth Accelerator [18:37]
• Hiring a Second-in-command [23:09]
• Rapid-fire [25:55]
• Takeaways [29:06]
• Contact Information [30:58]
• SBM News [31:15]
About the Guest
Zac Nicholas is the President & CEO of The Pool Boys, a full-service pool maintenance and repair company based in League City, Texas. Founded in 2011, the company has grown from a two-man operation into a respected local brand known for its commitment to customer care and continuous improvement. Zac’s leadership philosophy centers on integrity, teamwork, and investing in people—principles that have helped him build a sustainable business with strong community roots. Tune in to hear how one small business owner built not just a company, but a culture of professionalism, trust, and purpose.
In this episode of the Small Business Matters podcast, Tim Fulton and his co-host, Taylor Fulton, welcome Brendan Martin, a Billboard-charting artist, songwriter, coach, and founder of Purpose Driven Entertainment. Brendan has collaborated with top names like Kendrick Lamar, T-Pain, and Mac Miller, while also helping over 1,000 artists land label deals, achieve a billion Spotify streams, and generate hundreds of millions of social media views.
Brendan shares his journey from freestyle battles in high school to opening for Mac Miller and Snoop Dogg, signing a restrictive record deal that stalled his career for a decade, and ultimately finding his calling in developing and marketing artists. His story highlights the resilience needed to pivot, adapt, and turn setbacks into opportunities.
Key takeaways from the conversation include:
• Customer care is everything: Small businesses can differentiate themselves from larger competitors through exceptional client service and relationships.
• Leadership responsibilities: As CEO, Brendan focuses on reputation, vendor relationships, negotiations, and exploring automations and AI to scale services.
• Innovation in marketing: He’s experimenting with AI-generated influencers, social media strategies, and playlisting to help artists grow audiences.
• The performer-to-mentor shift: Brendan explains why he thrives helping others succeed in music, offering insights shaped by both his creative experience and industry challenges.
• Lessons from mistakes: Losing relationships has often opened new doors, while overextending himself across too many projects has been a costly misstep.
Brendan’s story blends the creativity of music with the discipline of business, offering inspiration to entrepreneurs navigating growth, uncertainty, and the balance between passion and sustainability.
Episode Highlights:
• What Really Matters to Small Businesses? [02:46]
• Starting in the Music Industry [03:52]
• Responsibilities as the CEO [06:58]
• Current Technology and Marketing Trend [09:15]
• Transitioning from Performer to Producer [11:30]
• Experiencing and Enjoying the Power of AI [13:29]
• The Best and Worst Mistakes [16:06]
• Rapid Fire [19:05]
• Takeaways [24:47]
• Contact Information [24:47]
• SBM News [25:21]
What happens when a crisis hits your business? Would you be ready—or reactive?
In this thought-provoking episode, Tim Fulton sits down with Megan Paquin, founder and CEO of Paquin Public Relations, to explore the high-stakes world of crisis communications. With experience advising Fortune 100 brands, global institutions, and even litigation before the U.S. Supreme Court, Megan knows exactly how reputations are built—and how they can unravel in an instant.
She shares candid insights on:
• What crisis communications really is (and what it’s not)
• Why reputational equity is your best defense
• The underrated power of asking for help as a business owner
• How adopting an abundance mindset can reframe uncertainty and drive growth
A seasoned strategist, accredited PR counselor, and entrepreneur, Megan also reflects on launching her own agency—and what she would’ve done differently if she could go back—she would have started sooner.
Whether you're navigating a challenge now or want to prepare for what’s ahead, this episode is packed with wisdom, strategy, and encouragement for small business leaders ready to grow with confidence.
Episode Highlights:
• What Matters to Small Business [0:2:40]
• Becoming an Entrepreneur [0:03:38]
• What is a Crisis? [0:06:50]
• An Interesting Case [0:09:02]
• Preventing a Crisis [0:10:26]
• Fueling Growth [0:11:31]
• Role of the CEO [0:12:53]
• Advice for New Entrepreneurs [0:13:30]
• Learning from Mistakes [0:14:20]
• Dealing with Uncertainty [0:15:55]
• Rapid Fire [0:17:20]
• Takeaways [0:20:11]
• Contact Information [0:21:17]
• SBM News [0:21:25]
Longtime SBM friend Ryan Tabb recently joined Tim on the Small Business Matters Podcast. Ryan was an early graduate of the SBDC GrowSmart program (then called Fast Track) and a founding member of the SBM Mastermind Group. The Founder and CEO of Peachtree Junk Removal was working for a trash pickup company when he realized the demand for bulk item removal in metro Atlanta could support a small business. He created a business plan and launched Peachtree Junk Removal in 2009 with two employees. Fifteen years later, Peachtree has earned a reputation for exceptional customer service and professionalism.
In this episode, Ryan shares his entrepreneurial journey spanning 25 years in junk removal and recycling. He offers insights on maintaining a standard of professionalism, the importance of building strong internal and external relationships, and using digital marketing to grow your customer base. Join us to learn how to leverage Google in your marketing efforts, why CEOs need to prepare for both success and setbacks, and how Ryan outcoached Kirby Smart.
Episode Highlights:
• What Matters to Small Business [0:2:45]
• Journey to Junk Removal [0:04:53]
• The Role of CEO [0:06:36]
• Learning from Good and Bad Mistakes [0:08:18]
• Generating and Retaining Customers [0:11:32]
• Advice to New Business Owners [0:14:10]
• Rapid Fire [0:15:51
• Takeaways [0:19:35]
• Contact Information [0:20:24]
• SBM News [0:20:50]
In the latest episode of the Small Business Matters Podcast, Dean Rosson joins Tim and Taylor for an eye-opening discussion about health and fitness, and their impact on small business. Specializing in transforming individuals, companies, and organizations to improve their profitability, Dean explains why establishing a wellness culture is also important for your company's health. The co-founder and president of Fit2Win Corporate Wellness also dispels several fitness myths, shares how to die young at a very old age, and describes how taking care of your employees ensures your customers are taken care of too.
Episode Highlights:
• What Matters to Small Business [0:3:29]
• Implementing a Wellness Culture [0:05:14]
• Dean’s Story [0:10:23]
• Valuable Lessons Learned from a Dumbbell" [0:17:14]
• Programs for Small Business [0:22:42]
• Rapid Fire [0:26:20]
• Takeaways [0:32:19]
• Contact Information [0:33:46]
• SBM News [0:33:55]
In the latest episode of the Small Business Matters Podcast, entrepreneur, podcast host, and TV personality Richard Grove discusses his approach to managing growth, the pros and cons of running a family business, and strategies for making work engaging and enjoyable. The COO of Wall Control explains how he led the company to achieve over $100 million in lifetime retail sales by expanding its presence in the home improvement, commercial hardware, and industrial automation sectors. Richard also shares his experiences as the host of the Organization Conversation Radio Show & Podcast on Business RadioX, and as a regular contributor on the TV show "Renovation Hunters" on the Outdoor Channel.
Episode Highlights:
• What Matters to Small Business [0:2:42]
• Finding Motivation [0:05:27]
• Learning to Let Go [0:07:25]
• Common Challenges for Small Businesses Owners [0:11:50]
• Pros & Cons of Family Businesses [0:13:20]
• Tactics for Work/Life Balance [0:15:41]
• Best & Worst Mistakes [0:17:27]
• Marketing Strategy for Growth [0:21:45]
In the latest episode of the Small Business Matters Podcast, entrepreneur, podcast host, and TV personality Richard Grove discusses his approach to managing growth, the pros and cons of running a family business, and strategies for making work engaging and enjoyable. The COO of Wall Control explains how he led the company to achieve over $100 million in lifetime retail sales by expanding its presence in the home improvement, commercial hardware, and industrial automation sectors. Richard also shares his experiences as the host of the Organization Conversation Radio Show & Podcast on Business RadioX, and as a regular contributor on the TV show "Renovation Hunters" on the Outdoor Channel.
Episode Highlights:
• What Matters to Small Business [0:3:10]
• How It Began [0:03:45]
• Leadership Roles [0:06:49]
• Employee Interaction [0:07:48]
• Benefits of a Peer Group [0:09:15]
• Competitive Advantages [0:11:40]
• Learning from Mistakes [0:13:52]
• Advice to Aspiring Business Owners [0:14:59]
• Experiencing the El Camino [0:16:08]
• Analogy Between Small Business and the El Camino [0:18:59]
• Rapid Fire [0:20:40]
• Contact Information [0:24:45]
• Takeaways [0:25:12]
• SBM Announcements [0:27:43]
In this episode, branding expert Andy Suggs stops by to shed light on one of the small business owner’s most confusing areas of responsibility: marketing. Andy shares his expertise on defining and building your brand, understanding the 12 different brand archetypes, and common mistakes small businesses make. Tune in to learn how consumers digest information today, how Aaron Rents underwent a successful engagement that transformed their brand, and how a simple day of fishing turned into an epic tale.
Episode Highlights:
• What Matters to Small Business [0:1:58]
• How It Began [0:02:46]
• Defining Your Brand [0:04:19]
• Examples of Great Branding [0:07:24]
• What a Brand Engagement Looks Like [0:09:47]
• Branding Mistakes Small Businesses Make [0:15:58]
• About Reckon Branding [0:17:59]
• Leading Client Onboarding [0:19:28]
• What’s Different Today [0:20:34]
• Aaron Rents: Portrait of a Successful Brand Engagement [0:23:00]
• One Piece of Marketing Advice [0:27:44]
• Rapid Fire [0:30:13]
• Takeaways [0:35:00]
• Contact Information [0:35:55]
• SBM Announcements [0:37:33
For more than 30 years, Thomas J. Ashenden has dedicated his career to representing injured people who have been the victims of negligence. Founded 24 years ago, Ashenden & Associates handles catastrophic personal injury and wrongful death cases arising from negligence involving automobiles, premises liability, medical negligence, hotel and apartment security negligence, and Workers’ Compensation claims.
Mr. Ashenden was named to the Georgia Super Lawyers list for 10 consecutive years. He was also honored to become certified as a member of the Million Dollar Advocates Forum based in Santa Cruz, CA, in 2000. Other honors include:
• Named to Martindale-Hubbell’s Bar Register of Preeminent Lawyers in
America
• The Million Dollar Advocates Forum, certified member
• “Leading Plaintiff’s Lawyers in America, The Law Dragon 3000″,
Member Peoples Law School, Past Chairman
• AV Rating
• Named to Georgia Super Lawyers List, 2014 – 2023
Show Notes:
In this episode, Super Lawyer, Vistage member, and SBM coaching client Tom Ashenden shares the secret to success as a business owner and founding partner in a personal injury law firm. Tom credits his 23 years in business to humility and a commitment to ethics and treating people right. As a result, referrals continue to be his firm’s largest new client generator.
Episode Highlights:
• What Matters to Small Business [0:2:55]
• Entry into Personal Injury Law [0:04:05]
• A Typical Engagement [0:04:33]
• Secrets of Long Term Success [0:06:13]
• Role as Leader [0:07:19]
• Professional Training and Growth [0:10:17]
• Ethics as a Differentiator [0:12:10]
• Preparedness is Everything [0:13:23]
• Changes in the Past 30 Years [0:13:59]
• There are No Shortcuts [0:15:17]
• Advice for Young Attorneys [0:16:11]
• Working on Cases as the Owner [0:17:34]
• Standout Cases [0:18:28]
• Rapid Fire [0:22:51]
• Contact Information [0:24:18]
• Takeaways [0:24:58]
• SBM Announcements [0:26:07]
Dr. Bernie Mullin is a globally recognized management and marketing consultant and speaker, renowned for his unique approach to sports marketing. Co-author of the book “Sports Marketing,” Bernie's career spans over 30 years as a chief executive or senior director in prominent organizations in professional sports, collegiate athletics, and entertainment venue operations. His focus on start-ups and turn-around situations has led to the development of winning organizations on the field, court, and ice, and the creation of sustained peak-performing organizations on the business side, achieving unprecedented levels of success.
In his distinguished career, Bernie has received numerous additional honors and recognition including being dubbed “The Guru of Ticket Sales” by Sports Illustrated in 1993, “The Pirate of Profitability” in 1986 by the forerunner of the SportsBusiness Journal, and being named the Boy Scouts of America “Peach of an Athlete Award” recipient in 2008. Bernie is also the Founder and Chairman of The Aspire Group which works with its partners to maximize organizational effectiveness and grow revenues and attendance. Under Bernie’s guidance, the firm generates over $200 million annually in revenue and has served 200+ brands and properties across 11 countries and three continents in 17 different sports.
Show Notes:
In this episode, sports guru Bernie Mullin explains how to build a winning brand through effective database development and management. Bernie also shares insights into knowing and activating your customers, how to hire a team of superstars, and negotiating with Pope Francis.
Episode Highlights:
• What Matters to Small Business [0:01:24]
• Discovering a New Career [0:03:50]
• A Typical Engagement [0:04:33]
• Sports vs. Traditional Small Business [0:08:48]
• Segmenting Your Audience [0:14:48]
• WHOPPP Hiring Strategy: Hiring All As [0:15:48]
• Rapid Fire [0:24:35]
• Contact Information [0:27:32]
• Takeaways [0:27:53]
• SBM Announcements [0:30:44]
Pat Renn is a financial professional who has been cited in ABC, NBC, FOX, and CBS for his work in wealth management. A CERTIFIED FINANCIAL PLANNER™ with over 35 years of financial counseling experience, he is also the president and founder of The Renn Wealth Management Group. Pat once served as president of both the Georgia Society of the Institute of Certified Financial Planners and the Georgia chapter of the International Association for Financial Planning.
A published author as well, Pat has written two books, Finding Your Money’s Greater Purpose, and most recently, Your Financial Future and Legacy. He was born in Greece and moved with his family to the U.S. when he was 10 years old. Today Pat resides in metro Atlanta and is married with two sons. In his leisure time, he enjoys traveling, golfing, fly fishing, and wing shooting.
Show Notes:
In this episode, financial planner and successful small business owner Pat Renn joins our hosts for an informative discussion on succession planning. Pat shares insights on this important process and why many small business owners find it easier to get into business than it is to get out of it.
Pat talks about the need to begin planning for your exit sooner rather than later, why many small business owners are choosing to work longer, the role shared values play in his hiring process, and how leaders need to set the pace. Tune in to learn how to maximize the value of your business, how to begin the succession planning process, and a little bit about wing shooting.
Episode Highlights:
• What Matters to Small Business [0:03:40]
• Blind Spots [0:05:10]
• The Continuity Plan [0:06:17]
• Identifying Your Successor [0:07:39]
• The Planning Process [0:09:39]
• Current Trends [0:12:19]
• Success vs. Failure [0:13:54]
• A Collaborative Process [0:17:29]
• Role of a Leader [0:20:08]
• Rapid Fire [0:21:52]
• Contact Information [0:26:31]
• Takeaways [0:27:37]
• SBM Announcements [0:29:35]
Steve Reisig is one of the founding partners of SRSA Commercial Real Estate and specializes in the leasing and sale of office and industrial space. His impressive career includes over 33 years of experience in commercial real estate brokerage, consulting, and asset management and his portfolio boasts over One Billion dollars in sales and leases.
Reisig along with his partner Barry Spizer, CCIM, received the F. Poche Waguespack Award for the highest volume of commercial real estate sales and leases in Louisiana. Reisig is a multi-million dollar producer and recognized by the Real Estate Board of New Orleans as a Life Member and Super Salesman for 27 consecutive years.
Show Notes:
In this episode, Tim and Taylor welcome one of Tim’s oldest friends to the show. A successful entrepreneur in commercial real estate, Steve Reisig shares insights into today’s market, how to maintain a strong business partnership for more than 40 years, the secret to working with your spouse, and what’s ahead for the changing business. Tune in to learn the importance of trust between business partners, how to sustain a business through the hard times, and recognizing when you need help.
Episode Highlights:
What Matters to Small Business [0:03:23]
The Journey to SRSA [0:04:33]
Sustaining Your Business through the Hard Times [0:08:03]
Maintaining a Strong Partnership [0:10:26]
Working with Your Spouse [0:12:45]
How Remote Work Effected Commercial Real Estate [14:18]
Changes in Roles [0:19:56]
Learning from Mistakes [0:24:01]
Rapid Fire [0:27:19]
Contact Information [0:30:00]
Takeaways [0:30:45]
SBM Announcements [0:30:42]
The voice of the Kansas City Royals, Joel Goldberg is also an Emmy Award-winning broadcaster, keynote speaker, and published author. He began dreaming of a career as a sportscaster at a young age, always wanting to deliver news of the previous night’s game to his teachers. He’s spent more than a quarter century on television, relying on relationship-building to tell athletes' stories.
Joel’s unique access enables him to share lessons learned from the baseball field to the boardroom as a motivational speaker and to homes everywhere through his business podcast, “Rounding the Bases”. Joel helps clients build a stronger culture and speak about the little things that add up to the big home runs in business and life. He is the author of “Small Ball Big Results” and believes that finding passion and a reason for doing the little things can unlock big results.
Show Notes:
In this episode, Tim and Taylor enjoy talking about two of their favorite things—baseball and small business. They’re joined by Joel Goldberg, author, speaker, and the voice of the Kansas City Royals. Joel shares the similarities between small business and the business of baseball, the importance of managing failure well, why managers need to be adaptable, and the use of data in business and baseball.
Episode Highlights:
• The Business of Baseball [0:06:55]
• Characteristics of Great Players [0:11:10]
• What Makes a Manager Successful [0:14:11]
• Focusing on Culture [0:18:14]
• The Data Trend [0:22:22]
• “Small Ball Big Results” [26:05]
• Rapid Fire [0:28:28]
• Contact Information [0:34:53]
• SBM Announcements [0:36:23]
In 2021, Alina Lee founded Your Ad Attorney, LLC which serves as outside general counsel to companies in the marketing, tech, retail, utilities, and consulting spaces. Before becoming an entrepreneur, Alina was Senior Corporate Counsel for several corporations including Mailchimp and Southern Company Gas, worked as a corporate transactional attorney at Morris, Manning & Martin (MMM) in Atlanta, and practiced corporate transactional law for almost two years at Rogers & Hardin.
Alina graduated from Vanderbilt University Law School, where she received Academic Excellence Awards in Comparative Law and Immigration Law and Policy. She attended the University of Georgia for her undergraduate degree in History while playing on UGA's varsity women's golf team, which was ranked top five in the nation. In her sophomore year, Alina became the youngest medalist of a NCAA Division I golf tournament when she tied for first place (no play-off) at the Ladies Puerto Rico Classic.
Show Notes:
In this episode, Tim and Taylor welcome Atlanta attorney turned entrepreneur, Alina Lee to the podcast. Alina discusses her journey from golf prodigy to attorney to business owner. Realizing unprecedented growth, Alina shares her surprise by the early success of her new law firm, the benefits of providing true work-life balance, and helping small businesses protect their intellectual property.
Episode Highlights:
• What Matters to Small Business [0:03:03]
• Getting Started [0:03:31]
• A Unique Market [0:05:00]
• Leading the Firm [0:07:32]
• Intellectual Property: Protecting Your Brand [0:08:27]
• Surprising Success [10:11]
• Learning on the Job [0:12:10]
• Leveraging Lessons Learned through Golf [0:13:24]
• Accountability in a Flexible Workplace [0:16:28]
• Ideal Employee Profile [0:18:56]
• Best and Worst Mistake [0:20:33]
• What’s Next? [0:23:03]
• Maintaining Your Mental Health [0:24:24]
• Rapid Fire [0:26:10]
• Contact Information [0:30:00]
• SBM Announcements [0:31:01]
Steve Reisig is one of the founding partners of SRSA Commercial Real Estate and specializes in the leasing and sale of office and industrial space. His impressive career includes over 33 years of experience in commercial real estate brokerage, consulting and asset management and his portfolio boasts over One Billion dollars in sales and leases.
Reisig along with his partner Barry Spizer, CCIM, received the F. Poche Waguespack Award for the highest volume of commercial real estate sales and leases in Louisiana. Reisig is a multi-million dollar producer and recognized by the Real Estate Board of New Orleans as a Life Member and Super Salesman for 27 consecutive years.
Show Notes:
In this episode, Tim and Taylor welcome one of Tim’s oldest friends to the show. A successful entrepreneur in commercial real estate, Steve Reisig shares insights into today’s market, how to maintain a strong business partnership for more than 40 years, the secret to working with your spouse, and what’s ahead for the changing business. Tune in to learn the importance of trust between business partners, how to sustain a business through the hard times, and recognizing when you need help.
Episode Highlights:
• What Matters to Small Business [0:03:23]
• The Journey to SRSA [0:04:33]
• Sustaining Your Business through the Hard Times [0:08:03]
• Maintaining a Strong Partnership [0:10:26]
• Working with Your Spouse [0:12:45]
• How Remote Work Effected Commercial Real Estate [14:18]
• Changes in Roles [0:19:56]
• Learning from Mistakes [0:24:01]
• Rapid Fire [0:27:19]
• Contact Information [0:30:00]
• Takeaways [0:30:45]
• SBM Announcements [0:30:42]
Scott Wozniak, CEO of Swoz Consulting, has consulted with leaders on six continents, including Silicon Valley startups, family enterprises, and Fortune 500 companies. A member of Mensa, Scott reads over 200 books each year and has written three books, with a fourth coming at the end of 2023. He earned a master’s degree in business with an emphasis in Organizational Leadership. Scott has worked with some of the leading brands of our time including multiple Silicon Valley “unicorns” and Nucor Steel.
During an eight-year tenure with Chick-fil-A, Scott worked directly with the founding family and executive team to design leadership development programs, set strategy, and lead company-wide upgrades—and though he is not an employee there anymore, he regularly consults with their leaders. Scott enjoys working with leaders who have a passion for being great.
Show Notes:
In this episode, CEO of Swoz Consulting and 2021 SBM Conference speaker Scott Wozniak drops by to chat with Tim. Scott shared his thoughts on virtual vs. in-person work environments, the critical need for leaders to create clarity, and working with Chick-fil-A. Tune in to learn the importance of connection, community, and collaboration, how COVID accelerated change, and the role of today’s small business CEO.
Episode Highlights:
• What Matters to Small Business [0:02:28]
• Discovering a New Career [0:03:50]
• The Leadership Performance [0:08:44]
• Lessons Learned at Chick-fil-A [0:12:38]
• Creating Clarity [0:16:47]
• Post Covid Leadership [0:20:40]
• In-Person vs. Virtual Workplace [0:22:35]
• Swoz Consulting [0:26:08]
• Book Release: Make Your Brand Legendary [0:30:16]
• Rapid Fire [0:32:04]
• Takeaways [0:37:34]
• Contact Information [0:38:25]
• SBM Announcements [0:39:12]
As a Career Transition Coach and LinkedIn Strategist, Erin Andersen has extensive experience in writing resumes and cover letters, creating LinkedIn pages that stand out during your job search, and coaching on how to land your next job. Her areas of expertise are Transition, Toxic Work Culture Navigation, and LinkedIn.
Erin also provides LinkedIn marketing strategy and training for small to medium sized businesses in regard to profile optimization and content strategy. She holds a Master of Science in Management from Wake Forest University and earned a BA in English Language from Furman University.
Show Notes:
In this episode, LinkedIn strategist Erin Andersen sits down with Tim and Taylor to share best practices for creating a successful LinkedIn strategy. The informative discussion explores the evolution of LinkedIn from a site primarily used for recruiting, to the business and networking platform we know today.
Erin provides insights on all things LinkedIn, from creating individual and company pages and engaging versus posting to finding top talent on the platform. Tune in to learn what not to do on LinkedIn and how to leverage the tool to expand your brand and become known as a thought leader.
Episode Highlights:
• The Journey [0:02:53]
• Target Client Profile [0:05:50]
• What Not to Do [0:07:56]
• LinkedIn as a Social Platform [0:09:57]
• The Evolution of LinkedIn [0:12:11]
• Individual Vs. Company Pages [0:14:03]
• Favorite LinkedIn Tool [0:15:45]
• Following Vs. Connecting [0:16:57]
• Video Posts [0:18:17]
• Engagement Vs. Posting [0:19:10]
• Finding Talent on LinkedIn [0:22:26]
• Free Vs. Premium Versions [0:23:59]
• Rapid Fire [0:25:32]
• Takeaways [0:27:55]
• Contact Information [0:28:52]
• SBM Announcements [0:29:40]
Jay McDonald is a successful Executive Coach to CEOs, business owners, and leaders in multiple industries, helping folks become their best while enjoying great personal lives, and improving results. He’s also an experienced board member, having served on dozens of boards, chairing every board committee during his career.
Jay is the author of Strategic Jaywalking: The Secret Sauce to Life & Leadership Excellence, and Co-Author of Corporate Banking: A Practical Approach to Lending. A Vistage Master Chair, currently leading five Vistage groups, Jay is a graduate and facilitator of the prestigious Stanford Vistage Executive Leadership Program.
Show Notes:
Tim and Taylor recently welcomed Tim’s friend Jay McDonald to the podcast. Jay shares the lessons he’s learned over a 40-year career that began in a bank mailroom. Tune in to learn why leaders must be willing to ask the difficult questions, the key to leading successfully in good times and in bad times, and why Jay keeps failing at retirement.
Episode Highlights:
• What Matters to Small Business [0:02:23]
• The Journey [0:03:30]
• Today’s Most Difficult HR Issue [0:07:57]
• Writing Strategic Jaywalking [0:11:30]
• Best Mistake Made So Far [0:16:52]
• Role of the Leader [0:20:17]
• Leading in Good Times Verses Bad [0:22:35]
• Rapid Fire [0:29:03]
• Contact Information [0:35:26]
• Takeaways [0:37:04]
• SBM Announcements [0:37:37]
A skilled human resources trainer, Hunter Lott is dedicated to the rights of management and good business decision-making. He has presented to over 100,000 business owners and managers at all levels on topics such as hiring, motivation, leadership, firing, and staying out of court.
Hunter is also the author of Please Sue Me-The Guide to Safe Hiring and Firing Practices for the Frontline Manager with a Short Attention Span. He serves as HR support for small businesses and a resource for individual leaders in their situational decision-making through his website HunterLott.com.
An award-winning senior course leader for the American Management Association, Hunter is a top-rated speaker with the Society for Human Resource Management. He was named “Speaker of the Year” for Vistage in 2006 and received a lifetime achievement award from Vistage in 2012.
Show Notes:
When it comes to managing talent, Hunter Lott is the smartest person Tim knows. In this episode, Hunter blows the lid off common human resources myths. He provides insights into the major changes in human resources in the past few years, making HR a profit center, and the importance of treating employees and candidates like customers. Hunter, Tim, and Taylor discuss the differences in today’s workforce and the need to get creative with employee benefits to maintain top talent.
Episode Highlights:
• What Matters to Small Business [0:03:14]
• Consulting Small Business Owners [0:04:11]
• Today’s Most Difficult HR Issue [0:07:57]
• Big Picture in HR [0:14:41]
• Advice for CEOs Facing Layoffs [0:16:53]
• Hire Slow, Fire Fast is a Thing of the Past [0:19:48]
• Getting Creative with Employee Benefits [0:26:28]
• HR as a Profit Center [0:29:59]
• Rapid Fire [0:33:12]
• Contact Information [0:36:00]
• Takeaways [0:36:18]
• SBM Announcements [0:37:04]
Struggling to convert marketing activity into predictable revenue? In this episode of Small Business Matters, Tim and Taylor Fulton welcome Keith Finger, founder and Chief Revenue Fixer of Revenue Insights. Keith breaks down why “more leads” is often a band-aid, how to hunt down the real breakdowns in the revenue journey, and why documenting processes and improving handoffs can outpace any new website or shiny tech tool.
If you run an SMB or a B2B shop and want practical, systems-first thinking, you can apply this week — from fixing churn to building a sales culture that empowers people — press play. Keith explains how to stop shoveling more prospects into a leaky funnel, diagnose root causes (process vs people), and prioritize changes that produce sustainable revenue growth.
Takeaways
• Fix the root causes — not just the symptoms.
Many revenue problems look like marketing or sales issues, but the real breakdowns often come from unclear processes, poor handoffs, or misaligned expectations across teams. More leads won’t fix a leaky system.
• Documented processes create freedom, not bureaucracy.
Keith emphasizes that clear, repeatable processes help teams deliver consistently, reduce confusion, and allow leaders to step out of daily chaos. If it’s not written down, it’s not scalable.
• Technology can’t replace strategy.
New tools won’t solve foundational problems. Tech only accelerates what’s already working—or exposes what isn’t. Start with the workflow, not the software.
• Sales leadership matters more than sales hacks.
The most successful teams have leaders who coach, ask questions, encourage critical thinking, and foster accountability. A strong sales culture consistently beats short-term tactics.
• Revenue is a full-company responsibility.
The customer experience spans marketing, sales, product, and service. When each stage works in isolation, revenue suffers. When they’re aligned, growth becomes far more predictable.
Highlights
[03:22] What Matters Most to Small Businesses
[03:52] Symptomatic Fixes vs. Holistic, Process-driven Solutions
[05:40] Keith’s Journey
[07:59] Recognizing Common Patterns Across Different Clients
[09:58] How Rapid Tech Innovation Affects Revenue
[12:00] Problems Occur
[13:40] Identifying Good Customers
[16:01] Process Verses People Issues
[20:11] Attributes of a Successful Sales Leader
[21:59] Differences in Marketing Post-COVID
[24:42] Rapid-fire
[29:05] Contact Information
[29:55] Takeaways
[31:42] SBM News
About the Guest
Keith Finger is the founder and Chief Revenue Fixer at Revenue Insights. A Tulane alumnus, Keith has spent 20+ years helping B2B companies diagnose and fix revenue problems across marketing, sales, product, and customer success. He’s worked in over 20 countries, supporting sales teams and onboarding customers. Keith enjoys photography, hiking, traveling (over 60 countries and counting), exploring new cuisines, and brings a curiosity-driven, empathy-forward approach to revenue strategy.
Contact Information
Website: getrevenueinsights.com
Phone: 770-309-5651
Email: keith@keithfinger.com
