The Fractional C-Suite Retreat
 

The Fractional C-Suite Retreat

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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

Premium Advice - Fractional C-Suite Retreat - Episode # 020

Tuesday Apr 05, 2022

Tuesday Apr 05, 2022

Chris Quandt is the Director of Special Projects at Kimsa LLC. He has a knack for easily seeing the numbers in estate planning and tax strategies. He values integrity and open mindedness in a leader. Chris joins host Joseph Frost to talk about some of the latest innovations he is seeing in the C-suite. 

 

Takeaways 

  • There are unique employee retention programs out there that members of the c-suite are missing out on. These are unique ways that will help you keep your employees in a difficult time such as now.
  • Premium financing is when you get the bank to lend you money to pay for insurance premiums. 
  • You can create an assist value within insurance. That way if an employee leaves you still keep the benefits.
  • You want to make sure you are working with people who you connect with on core values. Don’t spend time working with people you don’t get along with.
  • Fractional professionals try to be as tax efficient as possible. This makes it likely that fractional professionals and financial professionals will work together. 
  • Opportunity zones are an economic tool that allow people to invest in distressed areas of the US.
  • A good leader will have integrity. It can be easy to do something that might not be in the best interest of someone but you want to avoid that and remain open minded.

 

 

Quote of the Show:

 

15:02 I typically like to start with a zoom call, just cause it's pretty convenient and see if I connect with them. Sometimes you just could tell you're not connecting well, or they don't share your values. I don't want to inorganically come up with reasons to reach out, but just making sure that we're connecting on a regular basis. And I'm keeping them top of mind when I'm meeting with clients that could have problems that they could solve.”



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The Client Experience - Fractional C-Suite Retreat - Episode # 019

Tuesday Mar 29, 2022

Tuesday Mar 29, 2022

Sarah Ginand is the Owner at Strategic Marketing Consulting, LLC. Building the relationship and the connection between your customers and employees is something that she sees as incredibly important and wants everyone to see how much it can help a company. Sarah sits down with host Joseph Frost to talk about that and some of the other innovations in the C-Suite.

 

 

Takeaways 

  • Relationship building is an important aspect of working as a C-suite executive. You want to build a solid relationship with your employees and clients. 
  • Think about your clients' issues and how you can better. You want to hear what they have to say and not just be a cheerleader for yourself.
  • You want to give people content that is interesting to them. You will only know what is interesting to them by building the relationship.
  • Encourage people to join professional organizations. That is an easy way for people to interact with others in their world. 
  • Make a phone call as a leader to check in with one of your best clients. It goes a long way and sets a good example for all the employees.
  • There are many ways to be a leader in an organization. You want to pair people with things that they are interested in for being a leader. 
  • You are asking a fractional leader to partner with you to help reach your goals, rather than just hiring a full time person who will do what you want.

 

 

Quote of the Show:

 

32:08 “You are asking a fractional leader to partner with you as opposed to, complete a transaction to reach your goals. And so the fractional leader has a lot of experience typically in your area or similar areas. And understands the big picture, but also gets how to bring that down to an implementation level too.”



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The Future of Technology - Fractional C-Suite Retreat - Episode # 018

Tuesday Mar 22, 2022

Tuesday Mar 22, 2022

Frederick Akpoghene is the CEO/Founder at JeGO Technologies Inc. He knows how deep tech works and he is passionate about using technology to better the lives of everyone. Frederick sits down with host Joseph Frost to talk about some of the innovations that he sees in the c-suite space. 

 

Takeaways 

  • The biggest opportunity that people in the c-suite are missing is making each employee feel like a valued member of the team. Doing this will help mitigate turn over and reduce how often you have to hire.
  • Everyone has to work together as a team. You might have some separate individual goals, everyone in the company should share the same ultimate goal. 
  • Each person in your company is a different person, and they might respond to leadership in different ways. It’s your job to understand them and find the best way to communicate with them.
  • Meeting with people through VR can allow for a deeper connection with the co-worker or client, as it gives you a better sense of interaction.
  • You want to find ways to maximize your time. Your time is precious and you want to make sure you are getting everything you can out of it.
  • As Mark Cuban said, business is a 24/7 sport. You can’t take time off from it and expect to still be at the top of your game.
  • You need to change people’s minds. You have to get them to start thinking about the solution to the problems that they are experiencing.

 

 

Quote of the Show:

 

6:06  “I like to get personal, even though a lot of the typical approach in corporate America is not getting too personal, more so understanding the person like how's your family, why are you up to one o'clock working on the company, do you have a friend, hobbies, what are other things that you like to do and enjoy it? Every conversation I wanted to take something away about that person so I can improve my leadership approach with them.”




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The Next Generation - Fractional C-Suite Retreat - Episode # 017

Tuesday Mar 15, 2022

Tuesday Mar 15, 2022

Joshua Bylsma is the Founder, CEO at Tradion. He believes that leadership is all about investing in others. He sees the importance of trusting those in your team for their input or perspective. He joins host Joseph Frost to talk about some of the interesting aspects he is seeing in the c-suite space. 

 

Takeaways 

 

  • There is an opportunity for younger people to step up and get into the c-suite world. It can be a struggle for younger people to connect but they bring in fresh ideas. 
  • Take the time to listen to others and be invested in what they are saying to you. You never know who you may inspire. 
  • The most successful CEOs are the ones who are helping prepare the next generation of c-suite executives behind them.
  • It’s easy to become jaded or cynical when dealing with meetings all day and constantly being bombarded but it’s important to keep being optimistic and be excited.
  • You have to learn to trust your team. You hire people and surround yourself with people who are good in areas you are not and you need to trust their judgment. 
  • It’s critical that you as the c-suite professional set the bar for how the employees should treat work. The work ethic, hours put in and values all stem from you.
  • Leaders need to inspire and influence. You can’t be a good leader without decision making skills and influencing those around you.

 

 

Quote of the Show:

 

5:21 “I've found it's helped me even think through my own things I'm dealing with and I've learned to be a little more vulnerable, even when having those conversations with the younger generation. And I've found that just having this conversation sometimes helps me solve problems I didn't realize I needed to solve yet.”

 

26:52 “I often come back to it's my responsibility to. The bar, everything from how many hours I put into my work ethic to what's important. Um, and then communicate that out verbally, as well as my actions to the team and model that I think that's been critical. And I think it is critical.”





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All Around the World - Fractional C-Suite Retreat - Episode # 016

Tuesday Mar 08, 2022

Tuesday Mar 08, 2022

Wendy Pease is the Language Translation Expert at Rapport International. She is also the host of the “Global Marketing Show Podcast” and the author of “The Language of Global Marketing”. She joins host Joseph Frost to talk about the importance of making sure that your business is ready to go international.

 

Takeaways 

 

  • From the day you start your company, think about going international. That way you can plan ahead and avoid any troubles of language barriers.
  • Reach out to your connections in the state you are in. Federal and state governments provide free resources and grants to companies that are doing international business.
  • The number one export of the U.S. is services. 
  • Google translate isn’t always accurate. You want to find a service that can provide you with an accurate translation.
  • There is technology called translation memory. It will allow you to keep your speech consistent in whichever language you are trying to translate.
  • There are many options for doing video in another language so people can understand, such as dubbing, subtitles, etc.
  • You have to think of your audience and what their expectations are when you are designing something to be used internationally.

 

 

Quote of the Show:

 

0:50 “From day one of a company starting their business, they should be thinking about going international. If you're developing software and you don't think about globalizing it, it becomes a nightmare later on.”




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Foundational Principles - Fractional C-Suite Retreat - Episode # 015

Tuesday Mar 01, 2022

Tuesday Mar 01, 2022

Bryan Smeltzer is the President at LiquidMind and the author of “The Visionary Brand: The Success Formula Behind the Worlds most Visionary Brands”. He knows how to make your brand stand out and make a difference in your marketplace. He sits down with host Joseph Frost to talk about the innovations they see in the c-suite space. 

 

 

Takeaways 

  • Inspiring your team and being passionate about what you are doing is something that the c-suite professionals are missing out on. 
  • If a c-suite executive is visible and around to everyone, that can drive internal and external passion for the employees and make them more motivated to work.
  • The pandemic has made communication around teams worse as everyone works remotely, so communication becomes more important.
  • Be an innovator, not an imitator. Market driven is the imitators and marketing driving are the innovators. 
  • You want to always have something that has a positive impact on your marketplace as often as you can. 
  • Culture is incredibly important when it comes to retaining your team. This can help people to feel like they are part of something bigger than themselves and it feels authentic.
  • There is a division paradox where people think they are a visionary but they really aren’t. All the generational companies have visionaries who lead them.

 

 

Quote of the Show:

 

1:20  “I don't see the c-suite, in many instances, especially the larger the company gets the less tangible they are to those underneath them. And the team many times needs that tangible CEO down in the ground floor with them locking arms, but also probably more importantly as instilling a culture in the company.”

 

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Being a Visionary - Fractional C-Suite Retreat - Episode # 014

Tuesday Feb 22, 2022

Tuesday Feb 22, 2022

Kimberlee Slavik is the Speaker, VP of Sales, and the inventor of Visnostics at DynaExec LLC. She is also the a best selling author with her book, “Visnostic Selling”. Her wealth of knowledge about sales and revenue is something that every company could use. She sits down with host Joseph Frost to talk about some of the latest trends they see in the c-suite space.   

 

Takeaways 

  • The gig economy dramatically impacts the world of those in the c-suite. 
  • The gig economy wasn’t as large before, but now it is a growing movement along with the great resignation.
  • Fractional professionals are going to be in more demand as the years go on as they are appealing than hiring a full time professional and giving them benefits. 
  • You want to take in any information you can. If you work with plenty of different industries, your wealth of knowledge is that much wider. 
  • It’s not what you say, but how you say it. Sometimes the information comes across the best way in person.
  • When you talk with a c-suite executive, you want to find out what works well for them and then ask them what could be done better and see if you can help with that. 
  • As an outsider employee, you don’t need to worry about the inner working or the politics of a company. 

 

 

Quote of the Show:

 

7:20 “I think the C suite, the C level fractional leadership is going to explode. And it's an exciting time to already have that experience under your belt to be able to go out there and execute, because I think the man's going to rise significantly.”

 

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Impactful Fractional Professionals - Fractional C-Suite Retreat - Episode # 013

Tuesday Feb 15, 2022

Tuesday Feb 15, 2022

Greg McDonough is the Managing Partner at Blackburn Capital Advisors. He’s also the host of the podcast “The Impactful Leadership show”. He sits down with host Joseph Frost to talk about the importance of fractional professionals and how they can help companies grow and manage tasks.

 

Takeaways

  • There’s a tremendous amount of resources available to c-suite executives right now that hasn’t been explored to its fullest potential.
  • Build a team around you that is full of experts in areas you aren’t as well versed in. This will help in your time of need and free you up to focus on the bigger picture.
  • To build the trust between you and your clients is incredibly important.
  • Build trust with your clients by starting on a smaller project for them. Then overtime, keep seeing if they have any other work you can help them with.
  • Being able to relate to the client is important. It helps them to connect with you and also makes it more likely they will hire you for your services.
  • Use a bad experience as a life lesson. You can use the bad experience to help you understand how to avoid that mistake again.
  • Make sure to manage the expectations and that they are agreed upon. You don’t want to end up giving too much of your time away when you have other clients. 

 

 

Quote of the Show:

 

4:27 “The way I built trust with my clients is by identifying a very small initial project.  It could be a financial analysis, it could be work on PPP. There's a handful of things that I sort of dive into initially that I scope, it's small, it's a handful of hours with a work , there's a value proposition at the end for the client. And we execute on that. And when I deliver it very quickly, it turns into another conversation around what other opportunities  they're seeing or struggling with or things that are on their desks that they may want to take off their desks.”



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Trust and Flexibility - Fractional C-Suite Retreat - Episode # 012

Tuesday Feb 08, 2022

Tuesday Feb 08, 2022

Jennifer Zick is the Founder and CEO at Authentic Brand. Being a fractional professional requires walking the line between supporting your client and telling them what they need to change, and Jennifer sees how all of this works. She sits down with host Joseph Frost to talk about some of the latest innovations she sees in the c-suite. 

 

Takeaways 

  • Executives are getting caught up in the minor details of the marketing standpoint and not focusing on the big picture and the fundamentals. 
  • It’s important to know who your company matters to and why your company matters to them. 
  • Don’t focus on pitching yourself. Focusing on how you can help your customers and that will lead to your pitch.
  • As a fractional professional, you want to support your clients but you also have to tell them the truth if something isn’t working. 
  • There are plenty of forums for CEOs but there isn’t much out there for integrators as the second in command.
  • You have to make sure you are managing expectations properly when you are a fractional professional, you still have a responsibility to your company. 
  • Make sure that the company you are going to work with already has an operating system in place. It makes it easier to be on the same level with them and know where to go from where they currently are.

 

 

Quote of the Show:

 

05:46 “I say there's two questions to ask. It's who do we want to matter to and why should we matter to them? And then how do we intersect their world in a way that's meaningful and relevant. And when we get to that point of intersecting their world, instead of then what do we pitch them, it's how do we help them?”



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Navigating the Digital Space - Fractional C-Suite Retreat - Episode # 011

Tuesday Feb 01, 2022

Tuesday Feb 01, 2022

Scott Belt is the President and Founder at Impact CFO Services. He has over 20 years of business experience and has the proven ability to build strong teams. He joins host Joseph Frost to sit down and talk about some innovations that are up and coming in the world of c-suite executives. 

 

Takeaways 

  • Everything has changed since the pandemic started. Businesses went virtual and it was hard for some to adapt, but you need to learn to live in this new world. 
  • You can be ahead of the competition if you really dedicate yourself to mastering the new way of doing work. 
  • You have to be able to pivot to the online space. All work is being done virtually now and if you can’t keep up with that you won’t see success. 
  • Having a strong balance sheet can help your business survive even the most difficult economic downturns. 
  • Entrepreneurs don’t see risks. It’s the job of the CFO to show them the risk and make sure they are aware of all the challenges. 
  • Using bookkeeping, you can see where a company is going to be heading and then you can see what you need to help them with. 
  • Marketing and sales is the lifeblood of every business. They bring in the revenue and they keep the company going. 

 

 

Quote of the Show:

 

2:45 “If you can take advantage of the new world and the new way of doing business, you can be very successful because there is a percentage out there that can't, or won't, or has decided to just give up trying. And that is where the opportunities really lie is to take over those companies or to take over that space.”




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