Extending Strategy Time

Posted by JasonBlumer on Dec 1, 2020 in Strategy growth Leadership

Extending Strategy Time from Blumer CPAs on Vimeo.Transcript:If you've watched many of my videos, you know my partner and I block off all of our work for a year in advance. We block our calendar off a year in advance and we've been doing that for years and growing in that competency about how to manage and take hold of our time. Where you do that is in the future; you go into the future and you own that future by telling the calendar what it's going to be before you get to it. That's called "strategic planning." To do that kind of work, you need to wedge into your life time for strategic planning, so we even say, "Put a block on your calendar at least two hours every week called 'strategy and planning,' and the bigger your firm gets, it needs to grow."Well, we…

Our New Agency Community

Posted by JasonBlumer on Nov 24, 2020 in

Our New Agency Community from Blumer CPAs on Vimeo.Transcript:Jason Blumer here with Blumer CPAs. During the pandemic, we've noticed something, that there's been a lot of communities being started, that is gatherings of people that want to come together with a common purpose. And you know what? We're starting one too. For creative agency owners, we are having a private community where they're going to come together and be able to learn and grow together. But ours is different. So we've been running communities. We actually have another company where my partner has been and I have been running a community for over a decade. So we have done a lot of work in community building. One thing that really makes communities successful is when they come in with a common sense of learning.So there's a particular type of education that we will bring agency owners into…

How To Do Strategic Planning: Part 4 of 4

Posted by JasonBlumer on Nov 24, 2020 in Strategic Planning Series

How to Do Strategic Planning, Part 4 of 4 from Thriveal CPA Network on Vimeo.Transcript:Okay, we've done all the heavy lifting in the first three videos in Strategic Planning Season. And as we've been mentioning, November, December is strategic planning season, this is the season. The holiday season? No. This is the season where entrepreneurs plan their future. And go back to video one, to find out what planning and what strategic means. Why did we put those words, strategic planning together, they're real important.So, what have we been doing up to this point? We've really been just dumping all the things out, prioritizing, listing core initiatives. Really just getting more and more granular as to what we're going to accomplish next year. Now boots on the ground happens in phase four. This is when now we take our core initiatives, go see what that means in video three,…

How To Do Strategic Planning: Part 3 of 4

Posted by JasonBlumer on Nov 17, 2020 in Strategic Planning Series

How to Do Strategic Planning, Part 3 of 4 from Thriveal CPA Network on Vimeo.Transcript:Part three, this is part three of four of how to do strategic planning. If you've been watching our videos, you know by now November and December, at the end of the year, are strategic planning season. All entrepreneurs should be doing strategic planning, if you're an owner of a business, this is the time you do it. And so, we've been talking about what we did in part one and part two in the strategic planning process. Now in this phase three, what we're getting to is listing core initiatives. So part one was we did a brain dump, part two was we prioritized that brain dump, which was strategic. That was the strategic choices of what to do and what not to do. Here we are in part three, we're like, "Oh, we can…

How to Do Strategic Planning: Part 2 of 4

Posted by JasonBlumer on Nov 10, 2020 in Strategic Planning Series

How to Do Strategic Planning, Part 2 of 4 from Thriveal CPA Network on Vimeo.Transcript:Here we are in part two of four videos on strategic planning season. November and December are strategic planning seasons for entrepreneurs. So you should be planning, you should be doing strategic planning. Go see video one about what the heck strategic planning even means.So here we are in part two. In part one, I shared that we did a brain dump of our ideas, my partner and I. Here we are in part two, and in part two, this is the strategic part. What we do is we go through the whole brain dump, all the sticky note papers all over our conference room walls, and we assign priorities of when we want to get these things done, by a month and a year, of course.Now, sometimes the year for us pushed out…

How to Do Strategic Planning: Part 1 of 4

Posted by JasonBlumer on Nov 3, 2020 in Strategic Planning Series

How to Do Strategic Planning, Part 1 of 4 from Thriveal CPA Network on Vimeo.Transcript:This is strategic planning season. At the end of the year in November and December my partner and I always do strategic planning. That's what you should be doing too. If you're an entrepreneur, you should be doing strategic planning right now in November and December. And this is part one of four videos. I'm going to tell you exactly how we do it. Listen in and follow up on those videos.First, why planning? Strategic planning? Why planning? Because any entrepreneur who's a successful entrepreneur, typically you're going to find them out in the future, deciding the future before it gets here into the present. Planning is a key concept to winning. You don't plan and figure out your future in the moment, you will have already figured out some calendar system in the future…

Immature Passions Stunt Growth

Posted by JasonBlumer on Oct 27, 2020 in

Immature Passions Stunt Growth from Blumer CPAs on Vimeo.Transcript:We're going to talk about your immature passions. And I got to tell you a story. I love rock and roll documentaries. So I love to watch the story behind these rock and roll bands, right? And how they grow together and how they break apart. Many bands break apart. That's just very common. But there are some bands, like Metallica, Aerosmith, Rush. These bands stay together 30 and 40 years; it's crazy. And I love to see why and of course there's a lot of psychology to it. But when you have these passionate people in these rock bands, their immaturity, because if they've been running bands for 30 and 40 years, they started them when they were sometimes in their teens or when they were in their early twenties, when you're really immature. Because you are immature in your early twenties and…

Reading Your Market

Posted by JasonBlumer on Oct 20, 2020 in

Reading Your Market from Blumer CPAs on Vimeo.Transcript:If you have watched our prototype components model for growth videos, these are the videos that talk about how there's a service side and a market side to a creative company. And the market side informs the service side. Service is the inside of your company where operations happen. Market is what you're selling into. And this video is about reading your market and it's something you have to do. You have to understand what your market's doing. The way my partner and I do that is we're on platforms like Twitter, Instagram, Facebook, and we're seeing the messages from the market that we serve, what they're saying, what they're hearing. We also have a podcast where we interview agency owners. So we're always hearing what do they think about the market? What are they seeing? What are they saying about…

Win with Recurring Lead Gen

Posted by JasonBlumer on Oct 13, 2020 in

Win with Recurring Lead Gen from Blumer CPAs on Vimeo.Transcript:Lead gen, this is something that my partner and I have been discussing lately. And lead gen is hard, generating leads, business development, these kind of things. And we are learning hardcore, especially in a pandemic, lead gen is all about rhythms. It is all about getting blocks on your calendar and just doing stuff over and over, just hitting the market over and over. And especially in creative services, what we're doing is we're building trust a lot. So we're just contacting with one person at a time. That's how we do that big project work with those big creative clients is we just hit one client at a time just building trust, so it takes a lot of time.So the way to be successful at lead gen is just to attack it with rhythms on a…

Visual Onboarding Timelines

Posted by JasonBlumer on Oct 6, 2020 in

Visual Onboarding Timelines from Blumer CPAs on Vimeo.Transcript:Hey, Hey, we do some big projects with some big clients in our firm. And there's so many parts, so many moving parts, and so many people that we always do a kickoff. That begins our relationship with our client. One thing not long ago that we've started doing is, we've started adding visual timelines to our kickoff. And the reason we do that is because of client feedback we've heard. We do so many things, and we get so embedded in our client's world and their work, that they keep wondering, "When's that part starting, or when did that end, or when am I looking forward to this?" So there's some kind of feeling of expectation or wondering. And what we want to do is bring clarity to our client. That brings a lot of value to a client when…