Joseph Frost, Co-Founder of yorCMO, hosts this exclusive retreat for executives to unwind and hear from their peers about new opportunities and innovations in the C-Suite.
Episodes
Thursday Dec 18, 2025
Thursday Dec 18, 2025
In this episode of The Fractional C-Suite Retreat, Joseph Frost sits down with Lee Brumbaugh, CEO of Sales Acceleration and long-time SalesEx advisor, to explore how fractional leadership, AI adoption, and modern sales strategy are transforming the way SMBs scale revenue.
Takeaways
- Why the future belongs to specialized, on-demand fractional expertise
- How SMBs should think about AI tools, sales productivity, and tech overwhelm
- The difference between automating work and improving intelligence in the sales process
- How fractional leaders can move from “trading time for money” to building a sellable firm
- Why the strongest advisors focus on serving first, not selling
- How Sales Acceleration’s model delivers 32% average revenue growth in the first year
Whether you're a fractional C-suite leader, a founder trying to scale smarter, or a sales executive working to improve ROI, this episode offers tactical clarity and strategic frameworks you can put into practice immediately.
Links
Lee Brumbaugh- CEO of Sales Acceleration
LinkedIn: https://www.linkedin.com/in/lee-brumbaugh-7835512b/
Website: https://www.linkedin.com/in/sonja-obrien
Ways to Tune In
- Amazon Music - https://music.amazon.com/podcasts/9a0b6e7b-76d7-4909-ab01-e3082d6637e0/the-fractional-c-suite-retreat
- Apple Podcast - https://podcasts.apple.com/us/podcast/the-fractional-c-suite-retreat/id1597847745
- Spotify - https://open.spotify.com/show/5Z2uHcI4xXz92M9sODSoYL?si=a89b68adf7134964
- Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly93d3cuZnJhY3Rpb25hbGNzdWl0ZXJldHJlYXQuY29tL2ZlZWQueG1s
- YouTube https://youtu.be/cuDCet1u9eo
Fractional C-Suite Retreat is produced by Frost Media Group
Learn more at https://frostmediagroup.com
Thursday Nov 20, 2025
Thursday Nov 20, 2025
The conversation delves into the challenges and strategies associated with fractional leadership, particularly focusing on the importance of building trust and the role of industry expertise in gaining engagement from business owners.
Takeaways
•The primary hurdle in fractional leadership is gaining engagement.
•Building trust as a fractional leader differs from full-time roles.
•Business owners often seek fractional leaders with industry expertise.
•Multi-industry experience can enhance trust with business owners.
•Trust is a critical component in the hiring process for fractional roles.
•The perception of fractional leaders varies based on industry experience.
•Fractional roles can attract professionals from diverse industries.
•Industry expertise is a significant factor in hiring decisions.
•Business owners value strategic needs over just industry knowledge.
•The landscape of fractional leadership is evolving with changing business needs.
Links
Sonja O'Brien
LinkedIn: https://www.linkedin.com/in/sonja-obrien
Ways to Tune In
•Amazon Music - https://music.amazon.com/podcasts/9a0b6e7b-76d7-4909-ab01-e3082d6637e0/the-fractional-c-suite-retreat
•Apple Podcast - https://podcasts.apple.com/us/podcast/the-fractional-c-suite-retreat/id1597847745
•Spotify - https://open.spotify.com/show/5Z2uHcI4xXz92M9sODSoYL?si=a89b68adf7134964
Fractional C-Suite Retreat is produced by Frost Media Group
Learn more at https://frostmediagroup.com
Thursday Oct 30, 2025
Thursday Oct 30, 2025
In this episode of the Fractional C-suite Retreat, Joseph Frost engages with Michael Stier, an area president and former fractional CMO, discussing the challenges and strategies in growing businesses, particularly focusing on exit planning, the impact of AI, and the importance of recruiting and retaining fractional CFOs. They explore how AI can enhance business efficiency, the unique recruiting model of Focus CFO, and the educational challenges faced in marketing. The conversation emphasizes the need for strategic planning and the value of personality and culture fit in business relationships.
Takeaways
•Business owners often neglect exit planning until it's too late.
•AI should be viewed as an opportunity to enhance business efficiency.
•CFOs typically struggle with business development due to their skill set.
•Investments in AI must be carefully evaluated to avoid waste.
•Recruiting experienced CFOs is crucial for business success.
•Personality and culture fit are key in matching CFOs with clients.
•Education on the role of CFOs is necessary for business owners.
•Marketing strategies must align with business goals for effective outcomes.
•Clients expect fast results and clear outcomes from fractional services.
Links
Michael Stier
LinkedIn: https://www.linkedin.com/in/michaelstier
Ways to Tune In
•Amazon Music - https://music.amazon.com/podcasts/9a0b6e7b-76d7-4909-ab01-e3082d6637e0/the-fractional-c-suite-retreat
•Apple Podcast - https://podcasts.apple.com/us/podcast/the-fractional-c-suite-retreat/id1597847745
•Spotify - https://open.spotify.com/show/5Z2uHcI4xXz92M9sODSoYL?si=a89b68adf7134964
•YouTube- https://youtu.be/uNTzHyaCrhI
Fractional C-Suite Retreat is produced by Frost Media Group
Learn more at https://frostmediagroup.com
Thursday Oct 09, 2025
Thursday Oct 09, 2025
In this episode of the Fractional C-suite Retreat, Joseph Frost and Tony Bagdy discuss the evolving landscape of business strategy, focusing on the importance of CRM systems like Salesforce and the integration of AI into business processes. They explore how C-suite leaders can leverage these tools to drive growth, improve data management, and enhance operational efficiency. The conversation also touches on the need for strong leadership in AI initiatives and the importance of understanding user needs in technology implementation.
Takeaways
- Growing a business is challenging, but it can be simplified.
- Salesforce is often misunderstood as just a CRM for emails.
- AI is becoming ubiquitous in business, creating both opportunities and challenges.
- Understanding user needs is crucial when implementing technology.
- Companies need to establish clear processes before leveraging AI.
- AI should enhance business strategy, not replace it.
- Organizations must embrace change to stay competitive.
- Data quality is essential for effective AI implementation.
- Leadership in AI should be interdisciplinary and collaborative.
- Fractional leaders can provide valuable external perspectives on change.
Links
LinkedIn:
Tony Bagdy – President and Managing operator Lyrics Solution: https://www.linkedin.com/in/tonybagdy
Ways to Tune In
- Amazon Music - https://music.amazon.com/podcasts/9a0b6e7b-76d7-4909-ab01-e3082d6637e0/the-fractional-c-suite-retreat
- Apple Podcast - https://podcasts.apple.com/us/podcast/the-fractional-c-suite-retreat/id1597847745
- Spotify - https://open.spotify.com/show/5Z2uHcI4xXz92M9sODSoYL?si=a89b68adf7134964
- Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly93d3cuZnJhY3Rpb25hbGNzdWl0ZXJldHJlYXQuY29tL2ZlZWQueG1s
- YouTube https://youtu.be/5Dm6zoy7wfI
Fractional C-Suite Retreat is produced by Frost Media Group
Learn more at https://frostmediagroup.com
Thursday Sep 25, 2025
Thursday Sep 25, 2025
In this episode of the Fractional C-suite Retreat, Joseph Frost engages with Mark Case from BD Pros to discuss the evolving landscape of sales and marketing. They explore the importance of human connection in business, the impact of AI on sales processes, and the significance of mentorship in shaping careers. The conversation delves into the intersections of marketing, sales, and advertising, emphasizing the need for authenticity and relationship-building in a noisy digital environment. They also touch on the role of trade shows, the future of sales strategies, and the potential of influencer marketing in B2B contexts.
Takeaways
•Growing a business requires a balance of innovation and human connection.
•AI should complement, not replace, human relationships in sales.
•Empathy and understanding are crucial in navigating the AI landscape.
•Sales skills are essential for entrepreneurs to succeed.
•Books can provide valuable insights into effective sales strategies.
•Marketing and sales should work together to achieve common goals.
•In-person interactions are becoming more valuable in a digital world.
•The future of sales will require authenticity and trust.
•Influencer marketing can be effective in reaching target audiences.
•The AI revolution presents both challenges and opportunities for businesses.
Quote of the show:
“AI is powerful, but B2B sales still run on relationships—people buy from those they like and trust.” - Marc Case
Links
LinkedIn:
Marc Case: https://www.linkedin.com/in/marccase
Ways to Tune In
•Amazon Music - https://music.amazon.com/podcasts/9a0b6e7b-76d7-4909-ab01-e3082d6637e0/the-fractional-c-suite-retreat
•Apple Podcast - https://podcasts.apple.com/us/podcast/the-fractional-c-suite-retreat/id1597847745
•Spotify - https://open.spotify.com/show/5Z2uHcI4xXz92M9sODSoYL?si=a89b68adf7134964&nd=1&dlsi=3c080c801afb42f7
•Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly93d3cuZnJhY3Rpb25hbGNzdWl0ZXJldHJlYXQuY29tL2ZlZWQueG1s
•YouTube - https://youtu.be/CuZ8bRRRG6Q
Fractional C-Suite Retreat is produced by Frost Media Group
Learn more at https://frostmediagroup.com
Thursday Sep 11, 2025
Thursday Sep 11, 2025
In this episode of the Fractional C-suite Retreat, Joseph Frost engages with Steve Thornton, discussing the complexities of growing a business, understanding profitability, and identifying ideal clients. They explore the importance of recognizing good versus bad business, the role of complexity in client relationships, and the significance of effective communication within organizations. The conversation also delves into the value of fractional leadership and the need for a flexible business operating system that adapts to client needs.
Takeaways
- Growing a business requires understanding where profit is generated.
- C-suite executives should focus on identifying good versus bad business.
- Complexity in client relationships can impact profitability.
- Defining an ideal client profile is crucial for business success.
- Communication of profitability insights is essential across all levels of an organization.
- Networking and building relationships are key to business growth.
- Fractional leadership offers flexibility and access to top talent.
- Choosing the right business operating system can enhance client engagement.
- Consulting should focus on solving immediate client problems.
- A successful business model adapts to the unique needs of each client.
Quote of the show:
"Technology can make things faster, but it can’t replace sincerity. People can feel when you’re just automating them through the pipeline versus when you truly see them." — Steve Thornton
Links
LinkedIn:
Steve Thornton: https://www.linkedin.com/in/stevethorntonmba
Website: https://www.apex-mgt.com/steve-thornton
Ways to Tune In
- Amazon Music - https://music.amazon.com/podcasts/9a0b6e7b-76d7-4909-ab01-e3082d6637e0/the-fractional-c-suite-retreat
- Apple Podcast - https://podcasts.apple.com/us/podcast/the-fractional-c-suite-retreat/id1597847745
- Spotify - https://open.spotify.com/show/5Z2uHcI4xXz92M9sODSoYL?si=a89b68adf7134964
- Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly93d3cuZnJhY3Rpb25hbGNzdWl0ZXJldHJlYXQuY29tL2ZlZWQueG1s
- YouTube - https://youtu.be/4DJzRZDHyzk
Fractional C-Suite Retreat is produced by Frost Media Group
Learn more at https://frostmediagroup.com
Thursday Jun 26, 2025
Thursday Jun 26, 2025
In this episode, Dave Blanchard interviews Sal D'Auria, CEO of UBX Systems, discussing the company's mission to optimize energy efficiency in commercial buildings. Sal shares insights on leadership, market opportunities, and the importance of customer feedback in driving innovation. He emphasizes the need for a strong go-to-market strategy and the role of data in enhancing customer relationships. The conversation highlights the disruptive potential of UBX's solutions in the HVAC industry and offers valuable advice for aspiring entrepreneurs.
Takeaways
- UBX Systems focuses on optimizing energy efficiency in commercial buildings.
- The company targets a $100 billion market opportunity.
- Sal's leadership style emphasizes hiring great people and fostering a positive culture.
- Challenges faced as a CEO often present opportunities for growth.
- Listening to customers is crucial for understanding their needs.
- UBX's solutions simplify building automation, making it accessible to more customers.
- A strong go-to-market strategy is essential for success.
- Data collection and analysis enhance customer relationships and product development.
- Disruption in the HVAC industry requires innovative solutions to common problems.
- Entrepreneurs should maintain focus while being aware of market changes.
Quote of the show:
"When you listen to the customer, you build not just a product—they help shape your company." – Sal D'Auria
Links
LinkedIn:
Dave Blanchard: https://www.linkedin.com/in/cognesis
Salvatore D'Auria https://www.linkedin.com/in/salvatore-d-auria-229b0244
Website:
Dave Blanchard: https://www.linkedin.com/in/cognesis/
Ways to Tune In
- Amazon Music - https://music.amazon.com/podcasts/9a0b6e7b-76d7-4909-ab01-e3082d6637e0/the-fractional-c-suite-retreat
- Apple Podcast - https://podcasts.apple.com/us/podcast/the-fractional-c-suite-retreat/id1597847745
- Spotify - https://open.spotify.com/show/5Z2uHcI4xXz92M9sODSoYL?si=a89b68adf7134964
- Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly93d3cuZnJhY3Rpb25hbGNzdWl0ZXJldHJlYXQuY29tL2ZlZWQueG1s
- YouTube - https://youtu.be/PYOH7dDBsOA
Fractional C-Suite Retreat is produced by Frost Media Group
Learn more at https://frostmediagroup.com
Friday Jun 06, 2025
Friday Jun 06, 2025
In this episode of the C-suite retreat, host Dave Blanchard speaks with Alex Alexandrov, CEO of ICC Group, about the company's rapid growth through acquisitions, the impact they have on clients, and the challenges faced in the engineering services sector. Alex shares his personal journey from Russia to becoming a CEO, emphasizing the importance of values, careful decision-making, and the need for engineers to adopt a business mindset. The conversation highlights the significance of client relationships and the drive for continuous improvement in business practices.
Takeaways
- Growing a business can be challenging but manageable.
- Acquisitions can significantly enhance company growth.
- Client impact is measured by tangible cost savings.
- Values and integrity are crucial in business operations.
- Engineers must develop business acumen to succeed.
- Choosing opportunities wisely is essential for growth.
- The regulatory environment can impact business decisions.
- Living your values is key to instilling them in your team.
- The American dream is achievable with hard work.
- Building strong client relationships leads to repeat business.
Quote of the show:
"Validation is key before investing."
Links
LinkedIn:
Dave Blanchard: https://www.linkedin.com/in/cognesis
Website:
Alex Alexandrov: https://www.icc-inc.net/
Dave Blanchard: https://www.linkedin.com/in/cognesis/
Spotify https://creators.spotify.com/pod/show/fractional-pros-canada
Ways to Tune In
- Amazon Music - https://music.amazon.com/podcasts/9a0b6e7b-76d7-4909-ab01-e3082d6637e0/the-fractional-c-suite-retreat
- Apple Podcast - https://podcasts.apple.com/us/podcast/the-fractional-c-suite-retreat/id1597847745
- Spotify - https://open.spotify.com/show/5Z2uHcI4xXz92M9sODSoYL?si=a89b68adf7134964
- Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly93d3cuZnJhY3Rpb25hbGNzdWl0ZXJldHJlYXQuY29tL2ZlZWQueG1s
- YouTube - https://youtu.be/jYMN_4_obYk
Fractional C-Suite Retreat is produced by Frost Media Group
Learn more at https://frostmediagroup.com
Thursday May 22, 2025
Thursday May 22, 2025
Ways to Tune In
- Amazon Music - https://music.amazon.com/podcasts/9a0b6e7b-76d7-4909-ab01-e3082d6637e0/the-fractional-c-suite-retreat
- Apple Podcast - https://podcasts.apple.com/us/podcast/the-fractional-c-suite-retreat/id1597847745
- Spotify - https://open.spotify.com/show/5Z2uHcI4xXz92M9sODSoYL?si=a89b68adf7134964
- Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly93d3cuZnJhY3Rpb25hbGNzdWl0ZXJldHJlYXQuY29tL2ZlZWQueG1s
- YouTube - https://youtu.be/smL8xvvQo7A
Fractional C-Suite Retreat is produced by Frost Media Group
Learn more at https://frostmediagroup.com
Thursday May 08, 2025
Thursday May 08, 2025
In this episode, Dave Blanchard and Chad Person discuss the evolution of marketing as businesses grow, particularly in the context of professional services. They explore the different phases of business growth, from discovery to profitability, and emphasize the importance of strategic planning and understanding market needs. Chad shares insights on how marketing strategies should adapt at each stage, the significance of validation, and the need for a shift from an inside-out to an outside-in approach. The conversation also highlights the role of marketing assistance for startups and the importance of unifying marketing and sales efforts to drive growth. In this conversation, Chad and Dave discuss the evolution of marketing in businesses, particularly in professional services. They explore the importance of building credibility, operationalizing marketing for growth, scaling beyond local markets, preparing for exit and valuation, and the need for a strategic approach to marketing. Chad emphasizes the significance of systems, leadership, and diversification in achieving sustainable growth and preparing for a successful exit.
Takeaways
- Marketing evolves as a business grows.
- Professional services firms often struggle with marketing maturity.
- The planning process is critical for startups.
- Inside-out vs. outside-in approaches to strategy.
- Strategy should precede planning in marketing.
- Validation of ideas is crucial before investing.
- Marketing needs to capture leads beyond word of mouth.
- Thought leadership is essential for content strategy.
- Referral relationships can significantly boost growth.
- Attracting traffic is vital for scaling businesses. Building credibility is essential for executing plans.
- Shifting from tactical to strategic marketing is crucial.
- Content should drive trust and revenue.
- Operationalizing marketing allows owners to focus on growth.
- A marketing leader is necessary for sustainable growth.
- Diversification helps expand wallet share among clients.
- Understanding buyer needs is key for service expansion.
- Investing in people and processes enhances business value.
- Branding should not solely rely on the founder.
- An outside-in approach improves marketing strategy.
Quote of the show:
"Validation is key before investing."
Links
LinkedIn:
Chad Person: https://www.linkedin.com/in/chad-personcmo
Dave Blanchard: https://www.linkedin.com/in/cognesis
Website:
Chad Person https://yorcmo.com/chad-person/
Dave Blanchard: https://www.linkedin.com/in/cognesis/
Spotify https://creators.spotify.com/pod/show/fractional-pros-canada
Ways to Tune In
- Amazon Music - https://music.amazon.com/podcasts/9a0b6e7b-76d7-4909-ab01-e3082d6637e0/the-fractional-c-suite-retreat
- Apple Podcast - https://podcasts.apple.com/us/podcast/the-fractional-c-suite-retreat/id1597847745
- Spotify - https://open.spotify.com/show/5Z2uHcI4xXz92M9sODSoYL?si=a89b68adf7134964
- Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly93d3cuZnJhY3Rpb25hbGNzdWl0ZXJldHJlYXQuY29tL2ZlZWQueG1s
- YouTube - https://youtu.be/z9LkadKLF7g
Fractional C-Suite Retreat is produced by Frost Media Group
Learn more at https://frostmediagroup.com