EPISODE · Jun 9, 2026 · 33 MIN
111 John Morris: The Financial Blind Spots Killing Your Agency
from Agency Forward · host Chris DuBois
Hey everyone, today I'm joined by Jon Morris.Jon is the founder of Rise Interactive, a digital marketing agency he grew to over $40M in revenue before selling. He now runs Fiscal Advocates Inc. and advises agency owners on the financial infrastructure they need to grow without burning out or breaking the business. Jon's work sits at the intersection of financial strategy and agency operations, and he's spent years helping owners understand the numbers that actually matter.I wanted Jon on because most agency owners are running blind when it comes to their finances. They know revenue and roughly what's in the bank but the metrics that actually predict health and growth are usually invisible until it's too late.In this episode, we discuss:When agency owners should stop ignoring cash reservesHow to use financial data to time hiring decisionsWhat profit margin separates thriving agencies from struggling onesAnd more...You can learn more about Jon on LinkedIn.-----------Lead Gen is the hardest part of running an agency.For most, it's unpredictable, it's slow, and it's usually expensive.Gia flips that.It's the all-in-one growth platform that turns your existing relationships and client work into a steady pipeline.Gia automates lead gen follow-up and content, and it's all from the work you're already doing.You can check it out and get some free bonuses at getgia.ai/dynamicagency-----------No one was asking for another community. But I've made one anyway.So what's different?The Dynamic Agency Community is designed around access rather than content.Access to peers who've done it before.Access to experts who've designed solutions.Access to resources that have been battle-tested.And right now, the price for founding members is only $97/year.Join today so your agency has immediate access to everything you need to grow.You can join at DynamicAgencyOS.com/Community.-----------Subscribe to the Agency Forward blog on Substack.We have weekly blog content with practical advice to help you advance your agency.-----------And if you're ready for 1-on-1 help to create some mind-blowing offers for your agency, visit DynamicAgencyOS.com to schedule a free consultation. Running an agency is tough, but you don't need to go it alone.
Embed this episode
What this episode covers
Jon Morris, founder of Rise and creator of the CPR Score, shares the financial frameworks he used to scale an agency to $40M — and the blind spots most agency owners never see until it's too late.
Ready to play
111 John Morris: The Financial Blind Spots Killing Your Agency
No transcript for this episode yet
Similar Episodes
No similar episodes found.