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by Troy Hipolito
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- Nov 20, 20241h 6m
Transform Your Business with Custom Financial Dashboards
In my recent discussion on The Troy Show, I explored how CPAs, CFOs, and business owners leveraged custom dashboards to assess their current status and future goals. My guest, Cary Prejean, a CPA and business advisor, shared valuable insights on this topic. As a CPA, Cary created dashboards that provided actionable financial data, helping owners understand key metrics like gross margins, operating expenses, and financial ratios—often overlooked when focusing only on cash flow. His weekly dashboards highlighted sales, inventory, receivables, and payables, enabling owners to take corrective action throughout the month. Cary stressed the importance of documented processes so employees could follow consistent procedures, reducing the need for micromanagement. With these processes in place, owners were able to step back and let their leadership teams manage operations effectively. For CPAs, offering dashboards positioned them as trusted advisors, providing insights beyond historical financial statements and setting them apart from competitors. Ultimately, this helped business owners focus on their roles as visionaries and revenue generators. Timestamps: 00:02:00 Explaining actionable financial data 00:09:17 Benefits of dashboards for CPAs 00:11:51 Discussing the cash flow projection dashboard 00:20:57 Sales dashboard and tracking performance 00:24:12 Receivables and payables dashboard 00:32:38 Having the business work for you 00:35:43 Designing the business for the future 00:40:03 Time investment for business owners 00:43:43 Reviewing the well-oiled machine process guide 00:48:38 Size of companies suitable for the process 00:58:03 Closing remarks and offering resources Key Takeways: Weekly dashboards track sales, inventory, and receivables for timely corrective actions. Documented processes enable consistent employee procedures without micromanagement. The "Well-Oiled Machine" process focuses on actionable data, eliminating dysfunction, and strategic planning. Offering dashboards differentiates CPAs as trusted advisors, providing insights beyond historical statements. Connect with Cary: https://www.linkedin.com/in/caryprejean/
- Nov 4, 202455 min
Turn Connections into Clients with LinkedIn Video
Welcome to another exciting episode of our video podcast, where we dive deep into the game-changing world of using video on LinkedIn to foster meaningful business connections! Are you ready to elevate your networking game? In today’s episode, we, the "not so boring LinkedIn enthusiasts," share insights on leveraging video content to skyrocket your professional relationships. With our combined expertise in IT, game design, and maximizing contact profitability, we're here to help you stand out in the crowded LinkedIn landscape! What You'll Learn: Crafting Your Online Presence: Discover the essential steps to prepare your LinkedIn profile and attract your ideal clients. Personalization is Key: We emphasize the power of personalized, candid videos over generic ones, making your outreach more impactful. Utilizing Video Apps: We share our experience with various video applications, highlighting why Scoop is a game-changer for personalized communication. Effective Video Strategies: Learn three powerful methods to use video effectively: thanking new connections, replying to messages, and promoting your events. Script Examples: We provide a practical script for thanking new connections and inviting them to engage in further conversation. Timestamps: 00:02:04 Background information about the host, Troy 00:05:55 Discussing the advantages of using video on LinkedIn 00:11:08 Introducing guest speaker Ed Forteau and his background 00:16:03 Discussing the conversion rates and effectiveness of video 00:20:53 Explaining what makes Scoop different from other video options 00:24:34 Demonstrating a quick demo of the Scoop app 00:37:16 Discussing the key features and benefits of Scoop 00:46:52 Methods for using video on LinkedIn Connect with Ed Forteau https://www.linkedin.com/in/edforteau/ Follow me at: The Troy Agency - https://www.thetroyagency.com/ Linkedin - https://www.linkedin.com/company/the-troy-agency/ Youtube - https://www.youtube.com/@thetroyagency Instagram - https://www.instagram.com/troyhip/ Twitter - https://twitter.com/Troy_Hipolito Tiktok - https://www.tiktok.com/@troyhip
- Oct 14, 202441 min
Creating Authentic Connections on LinkedIn With Apps
Welcome to The Troy Show: Creating Authentic Connections on LinkedIn, where I help you unlock the power of LinkedIn to build meaningful, lasting relationships. Join me, Troy, as I share my journey from a failed business owner to a LinkedIn strategist, showing you how to stand out, personalize your communication, and grow your network authentically. From tips on relationship building to maximizing LinkedIn’s features, each episode offers practical strategies to help you turn connections into opportunities. If you're ready to up your LinkedIn game and create real connections, this show is for you. Timestamps: 00:00:00 Introduction and welcoming the audience 00:02:06 Background about the host and his journey 00:05:48 Explaining the Scoop app and its features 00:10:12 Importance of personalized video messages 00:13:02 Live demo setup and audience participation 00:16:59 Reel showcasing the host's background 00:18:58 Inviting the audience to participate in the live demo 00:21:48 Discussing the pricing and affiliate program 00:24:28 Addressing limitations faced during the live demo 00:26:13 Answering audience questions about automation and personalization 00:28:33 Clarifying the ability to personalize video titles 00:30:43 Wrapping up and thanking the audience 00:32:12 Discussing the future rollout and updates for the app 00:34:06 Emphasizing the importance of personalized communication 00:36:31 Final thoughts and closing remarks Key takeaways: Engaging your audience right from the start helps build connection and rapport. Sharing personal experiences can create a relatable and trustworthy image. Personalized communication, especially through video, is key to standing out on LinkedIn. Apps and tools that integrate with platforms like LinkedIn and Gmail can streamline relationship building. Live demos provide a powerful way to showcase product features and usability. Encouraging audience participation increases engagement and connection. Offering discounts and affiliate programs can drive interest in your product. Addressing challenges transparently during live events builds credibility. Balancing automation with personalization is essential for maintaining authentic connections. Continual updates and improvements keep tools relevant and adaptable to users’ needs. You can also follow me on social media and check my website for more resources and information. The Troy Agency - https://www.thetroyagency.com/ Linkedin - https://www.linkedin.com/company/the-troy-agency/ Youtube - https://www.youtube.com/@thetroyagency Instagram - https://www.instagram.com/troyhip/ Twitter - https://twitter.com/Troy_Hipolito Tiktok - https://www.tiktok.com/@troyhip
- Sep 25, 202451 min
Elevating Your Business with Smart Financial Strategies
In this episode, Cary Prejean discusses his "Well-Oiled Machine" system, focusing on mastering financial strategies for businesses, including cash flow management and effective team organization. He explains how his process begins with actionable financial data, eliminates dysfunction through documented processes, and incorporates long-term planning and coaching for owners and leadership teams. Prejean emphasizes the distinction between the visionary role of an owner and the managerial responsibilities of daily operations, noting that many owners struggle with management. He advises bringing in additional management as businesses grow, highlighting the importance of trust and documented processes to maintain functionality. Additionally, he addresses common issues that derail businesses, encourages employee involvement in standard procedures, and underscores the significance of cash flow projections and strategic planning aligned with the owner's lifestyle and goals. Timestamps: 00:01:09 Explaining the Well-Oiled Machine process 00:03:26 Guidelines for finding and hiring managers 00:04:42 The role of a fractional CFO 00:11:15 Building and documenting processes 00:14:24 Tools and software for processes and KPIs 00:22:36 Defining satisfaction for business owners 00:27:04 Perspectives on taking a business to the next level 00:30:37 Importance of financial data and dashboards 00:32:04 Consequences of owners constantly firefighting 00:35:04 Overcoming resistance to change from founders 00:38:08 Common KPIs to focus on for growth 00:48:31 Exit valuations satisfying for business owners 00:51:22 Adopting the right narrative for desire Key Highlights: Financial strategies are essential for addressing cash flow issues and organizing teams. The "Well-Oiled Machine" process focuses on actionable financial data for better operations. Distinguishing between an owner's visionary role and daily management is important. Owners often hesitate to trust management with their business. Documented processes are crucial for maintaining operational functionality. Addressing dysfunctional processes helps prevent business derailment. Involving employees in standard procedures enhances efficiency. Monitoring cash flow projections is vital for informed financial decisions. Strategic planning should prioritize owner satisfaction and lifestyle alignment. Coaching helps owners and leaders develop effective long-term strategies.
- Sep 11, 202455 min
How to Get the Attention of Top-Level Leaders with Ben Albert
In this engaging episode, I, the Not So Boring LinkedIn Guy, sit down with Ben Albert, a dynamic connector and the founder of GrowGetters. Ben is also the host of the Real Business Connections podcast and the owner of Balbert Marketing. We dive deep into networking, the importance of building a strong foundation, and the secrets to attracting top-level leaders to your podcast or business. Ben Albert secures top-tier speakers for his podcast because he takes decisive action. In this episode, we delve into how he achieves this and explore ways to empower others with LinkedIn or podcast platforms to enhance their efforts. Join us for an insightful discussion on improving your approach and unlocking the secrets to success. Key Highlights: Ben Albert's Journey The Power of Networking Overcoming Introversion Secrets to Attracting Top-Level Leaders Building a Strong Foundation Leveraging Testimonials and Social Proof The Role of AI in Networking Handling Rejection and Persistence Practical Tips for Aspiring Podcasters Timestamps: 00:00:33 - Guest Introduction: Ben Albert 00:01:04 - Troy's Initial Impressions of Ben 00:03:00 - Troy's Networking Challenges 00:04:03 - Ben's Secret to Attracting Top Leaders 00:07:06 - Building a Local Podcast 00:09:19 - Purpose and Vision of a Podcast 00:12:17 - Foundational Items for Starting a Business or Podcast 00:14:52 - Name Dropping and Social Proof 00:19:04 - Six Key Stages for Podcast Success 00:21:04 - Importance of Testimonials 00:24:04 - Promoting Others to Promote Yourself 00:27:12 - Creating Opportunities 00:31:06 - Importance of Taking Action 00:36:53 - Learning from Rejection 00:40:54 - Human Connection vs. AI 00:44:11 - Perception as a Decision-Making Factor Ben Albert: Ben hosts a network of 5 podcasts called "Real Business Connections," runs the highly successful Balbert Marketing, and has replaced his established sales income in just over a year. He helps businesses save time and increase revenue with proven marketing systems. Balbert Marketing provides a holistic service to empower industry leaders to grow their brand online and attract their ideal clientele. Youtube: @realbusinessconnections
- Sep 4, 202440 min
Create, Manage, and Grow Your LinkedIn Live & Podcasts
In this episode, Sarra and I explored the powerful potential of leveraging podcasts and LinkedIn Live for business growth. Sarra Messili, the dynamic Co-founder and CEO of Podcast Inc., brings over a decade of experience in launching and scaling podcasts. Her expertise spans guest outreach, production, and monetization, helping brands create engaging audio content. Sarra highlighted the importance of consistency, recommending that we aim for at least two podcast episodes per month. She also discussed how her AI service can craft podcast content tailored to match clients' unique tone and style. We also delved into my new video messaging tool designed for personalized outreach, which promises to enhance our connection with our audience. Despite some technical hiccups, we are excited to move forward and implement these strategies. Stay tuned for more insights and updates—your engagement and feedback are crucial to our success! What you will learn in this conversation: ✶ How to set up your LinkedIn LIVE and Podcast (from start to finish) ✶ How to promote effectively ✶ How to use other platforms to boost your reach ✶ How to take action and get started. You can also follow me on social media and check my website for more resources and information. The Troy Agency - https://www.thetroyagency.com/ Linkedin - https://www.linkedin.com/company/the-troy-agency/ Youtube - https://www.youtube.com/@thetroyagency Instagram - https://www.instagram.com/troyhip/ Twitter - https://twitter.com/Troy_Hipolito Tiktok - https://www.tiktok.com/@troyhip
- May 6, 20241h 6m
Unlocking Actionable Financial Data Custom Dashboards for CPAs & Businesses
Discover how custom dashboards revolutionize financial management for CPAs and businesses in this informative video. Dive into the world of actionable financial data as we explore the benefits and functionalities of custom dashboards. Learn how CPAs leverage these tools to streamline financial analysis, improve decision-making, and drive business growth. Whether you're a CPA looking to enhance client services or a business owner seeking better financial insights, custom dashboards offer invaluable solutions. Join us as we unlock the power of custom dashboards and transform your financial management processes!
- Apr 23, 202441 min
Instant Personalization for LinkedIn Meet Your New App
Introducing the ultimate tool for instant personalization on LinkedIn – your new favorite app! Dive into this video to discover how this innovative app revolutionizes your LinkedIn experience. Explore its features, benefits, and real-world applications as we showcase how it streamlines personalization to help you stand out on the platform. Whether you're a job seeker, entrepreneur, or professional, this app empowers you to create meaningful connections with ease. Join us as we unveil the future of LinkedIn personalization and take your profile to new heights! The Troy Agency Troy Hipolito | LinkedIn The Troy Agency | LinkedIn The Troy Agency | Tiktok The Troy Agency | Instagram The Troy Agency | Twitter The Troy Agency | Youtube The Troy Agency | Digital Card The Troy Agency | Two-Pager Accelerator #ClientAcquisition, #PersonalizationStrategies, #StrategicSystems, #ClientRelationships, #BusinessGrowth
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About The Troy Show
Build high-value relationships from LinkedIn by creating personal branding with human engagement.Includes OUTREACH, BRANDING, & BOOKINGS. Manage your LinkedIn efforts and drive appointments, Run your LinkedIn Events, and even serve as consulting to run your revenue-generating systemWe are real people who connect the dots, create your videos, schedule your posts, reply to your conversations & vet your appointments
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