Discover Your Agency’s Untapped Financial Insights with Jon Morris

Jon Morris is the Founder & CEO of EngineBI, Inc. and Chairman of Fiscal Advocate LLC where he helps clients scale with a proprietary, tech-enabled approach for surfacing hidden financial insights that drive critical business decisions. In his spare time, Jon enjoys studying data-driven approaches to developing youth players. Here, he discusses how to improve your agency’s financial health.

Key Takeaways:

- How EngineBI helps agencies make decisions

- How Jon scaled Rise Interactive

- Data-driven approaches to develop youth soccer players

Episode Timeline:

1:30 Jon's dogs

2:30 How Jon scaled Rise Interactive from a $10,000 prize to a company with 500 employees

4:30 How EngineBI helps agencies make decisions

6:45 What do the average agency's financials look like?

8:00 The three numbers agencies should focus on

8:40 The BASE framework

9:20 Keeping things simple is key

10:00 The CPR score

11:30 The importance of gross margin

13:30 The ideal agency managerial alignment

15:30 How do agencies react to Jon's message?

17:00 The importance of storytelling

18:00 Jon's data-driven approach to youth soccer

21:30 Are coaches receptive to Jon's analytics?

This episode’s guest:

• Jon Morris on LinkedIn

• Jon@EngineBI.net

• EngineBI.net

• Fiscaladvocate.com

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