Pivot to Profit

Visit https://www.pamjordan.com to work with Pam’s team.✖️✖️✖️What happens when you finally make money… but still don’t feel fulfilled?In this eye-opening episode of Pivot to Profit, Pam Jordan sits down with investor, entrepreneur, and wealth coach Jerremy Newsome to unpack the emotional side of wealth building and why so many successful entrepreneurs still operate from scarcity.After growing up with very little money and later building multiple seven- and eight-figure businesses, Jerremy discovered that financial success alone doesn’t create happiness, freedom, or peace.✖️✖️✖️Inside this episode, Jerremy shares:•How he started investing at just 12 years old•The investing lesson that changed his entire life•Why entrepreneurs struggle to feel “safe” financially•How scarcity mindset affects even wealthy people•The importance of building assets outside your business•Why happiness and presence matter more than moneyThis conversation blends investing, business, mindset, and spirituality into a powerful discussion every entrepreneur needs to hear.✖️✖️✖️Connect with Jerremy:Instagram: https://www.instagram.com/jerremynewsome/ LinkedIn: https://www.linkedin.com/in/jerremynewsome/ ✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/Remember—it’s not what you make that matters, it’s what you keep.

Visit https://www.pamjordan.com to work with Pam’s team.✖️✖️✖️Think your business is profitable… but your bank account says otherwise?In this solo episode of Pivot to Profit, Pam Jordan breaks down Accounting 101 in a way every founder can finally understand without the jargon.After working with six- and seven-figure business owners, Pam noticed a major gap: entrepreneurs are great at building businesses… but often don’t fully understand their numbers.In this episode, she simplifies the fundamentals so you can make smarter decisions, increase profitability, and avoid costly mistakes.✖️✖️✖️Inside this episode, you’ll learn:•The difference between profit and actual cash in your bank•What a P&L really tells you (and what it doesn’t)•How to read a balance sheet without confusion•The truth about accounts receivable (AR) and accounts payable (AP)•Cash vs accrual accounting (and which one to use)•Why reconciliation is critical and often missed✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/Remember—it’s not what you make that matters, it’s what you keep.

Visit https://www.pamjordan.com to work with Pam’s team.✖️✖️✖️What if scaling your business didn’t mean hiring more full-time employees—but working smarter with the right support?In this episode of Pivot to Profit, Pam Jordan sits down with Tiffany Pantozzi—real estate leader, marketing expert, and founder of SYNC—to break down how she scaled multiple businesses by mastering delegation, systems, and virtual support.From building a top-performing real estate brokerage to replacing a $100K employee with three remote specialists, Tiffany shares the exact strategies that helped her increase productivity, improve profit margins, and reclaim her time.✖️✖️✖️Inside this episode, you’ll learn:•The “hourly rate” exercise every entrepreneur must do•How Tiffany tripled productivity using virtual assistants•Why most business owners struggle with delegation (and how to fix it)•The systems and SOPs needed to scale without burnout•How to balance investing in growth while staying financially smart✖️✖️✖️Connect with Tiffany: Website: https://scalewithsync.com Instagram: @tiffanypantozzi✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/Remember—it’s not what you make that matters, it’s what you keep.

Visit https://www.pamjordan.com to work with Pam’s team.✖️✖️✖️What happens when a high-performing Silicon Valley executive realizes success isn’t enough?In this powerful episode of Pivot to Profit, CFO Pam Jordan sits down with Deepika Sandhu—six-time award-winning author and founder of SoulSparks Press—to unpack how she turned burnout into a thriving publishing company helping over 100 authors share their stories.From a 25-year corporate career to launching a fast-growing business rooted in purpose, Deepika shares:✖️✖️✖️Deepika shares:•The mindset shift that changed everything in her 40s•How SoulSparks Press scaled to 100+ authors•Why “everyone saying yes” might mean you’re underpricing•The truth about publishing (traditional vs. self vs. boutique)•How books create visibility, authority, and legacyIf you’re a high achiever feeling the pull toward something more—this episode is your permission slip.✖️✖️✖️Connect with Deepika: Instagram: https://www.instagram.com/deepikasandhu.co  SoulSparks Press: https://www.instagram.com/soulsparkspress ✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/Remember—it’s not what you make that matters, it’s what you keep.

Visit https://www.pamjordan.com to work with Pam’s team.✖️✖️✖️Most entrepreneurs wait until they feel ready—but that’s not how real businesses are built.In this episode of Pivot to Profit, CFO Pam Jordan sits down with Ann Lopez, founder of Studio 790, to break down how she left corporate at 39 and built a multi-seven figure design firm by taking action before she felt prepared.✖️✖️✖️Ann shares:•Why confidence comes after action—not before•How she landed her first major client with zero experience•The mindset shift from scarcity to abundance•The Profit First system that created consistent profitability•How she grew her business without relying on Instagram✖️✖️✖️🔗 Connect with Ann Lopez:LinkedIn: https://www.linkedin.com/in/ann-lopez-3165722b/ Instagram: https://www.instagram.com/annlopezliving Studio 790: Instagram: https://www.instagram.com/studio790interiordesign/✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/Remember—it’s not what you make that matters, it’s what you keep.

Visit pamjordan.com to schedule a call with Pam’s team.In this episode of Pivot to Profit, CFO Pam Jordan sits down with Ebony Green, founder of The SLP Business Suite and The Speak Center, to share how she went from burnout to building a $3.2M business—and helping other Speech Language Pathologists do the same.Ebony breaks down the exact shifts that enabled her to scale quickly without sacrificing purpose, including the systems, leadership, and decisions that made all the difference.✖️✖️✖️In this episode, you’ll learn:The burnout moment that sparked her breakthroughHow she scaled from solo SLP to $3.2M CEO in 5 yearsWhy delegation and data are non-negotiablesThe $20K mistake that reshaped her strategyHow to grow fast without chaos✖️✖️✖️Connect with Ebony:Website: slpbusinesssuite.comInstagram: @slpbusinesssuiteLinkedIn: Ebony GreenFacebook: The SLP Business SuiteYouTube: @theslpbusinesssuiteTikTok: @slpbusinesssuite✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/Remember—it’s not what you make that matters, it’s what you keep.

Visit https://www.pamjordan.com to work with Pam’s team.✖️✖️✖️In this episode of Pivot to Profit, CFO Pam Jordan breaks down the 7 most common tax mistakes that are costing entrepreneurs thousands (and sometimes hundreds of thousands) of dollars every year.From choosing the wrong entity structure to waiting until tax season to take action, these mistakes are incredibly common and completely fixable with the right strategy.Pam shares real client examples and practical insights from helping business owners save millions in taxes, including $13 million saved in just one year.✖️✖️✖️In this episode, you’ll learn:• Why choosing the wrong entity structure can cost you six figures• The difference between legal vs. tax structure (and why it matters)• How using after-tax dollars instead of pre-tax strategies drains your wealth• Why waiting until March or April is too late to reduce your tax bill• Simple strategies like the Augusta Rule and Accountable Plan• The dangers of messy bookkeeping and mixing personal + business finances• The critical difference between a tax professional vs. a tax strategistPam also walks through how proactive tax planning can shift money away from the IRS and into your pocket—helping you build real, long-term wealth.If you’re a business owner who wants to keep more of what you earn, this episode is a must-listen.✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/Remember—it’s not what you make that matters, it’s what you keep.

Visit https://www.pamjordan.com to work with Pam’s team.✖️✖️✖️AI isn’t replacing entrepreneurs—it’s creating a massive opportunity for those who know how to solve real problems.In this episode of Pivot to Profit, CFO Pam Jordan sits down with longtime entrepreneur Kim Doyal to explore how AI is reshaping business and why this moment feels like a modern-day gold rush.Kim shares her journey from retail management and early online business experiments to building digital products, scaling a planner to nearly half a million dollars in sales, and now diving deep into AI-powered solutions.The conversation highlights a powerful shift: it’s no longer about mastering every tool—it’s about understanding your customer’s problem and using technology to solve it faster, smarter, and more profitably.✖️✖️✖️In this episode, you’ll learn:• Why AI is creating a “gold rush” moment for entrepreneurs• How to turn your existing skills into scalable, tech-enabled offers• The biggest mistake founders make when approaching AI tools• Why simplicity and storytelling matter more than ever• How to build solutions without being technical• The importance of knowing your numbers while scaling new opportunitiesPam guides the conversation toward what matters most: building a business that’s not only innovative but profitable, sustainable, and aligned with your life.If you’ve been curious (or overwhelmed) about AI, this episode will help you see the opportunity clearly and take your first step forward.✖️✖️✖️🔗 Connect with Kim Doyal: Website: https://kimdoyal.com  Substack: https://kimdoyal.substack.com LinkedIn: https://linkedin.com/in/kimdoyal✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/Remember—it’s not what you make that matters, it’s what you keep.

Visit https://www.pamjordan.com to work with Pam’s team.✖️✖️✖️Most service providers don’t have a marketing problem—they have a pricing problem.In this episode of Pivot to Profit, CFO Pam Jordan sits down with pricing strategist Shannon Mattern to unpack why so many talented service providers are undercharging for their work—and how shifting from hourly pricing to value-based pricing can transform profitability.Shannon shares her journey from a six-figure corporate marketing role to building a thriving online business helping service providers price their work based on outcomes instead of time. Along the way, she reveals the mindset shifts, pricing strategies, and business model changes that allowed her to build a business that supports her life—not the other way around.✖️✖️✖️In this episode, you’ll learn:• Why hourly pricing keeps service providers stuck• The mindset traps that cause founders to undervalue their work• How value-based pricing transforms both revenue and profitability• Why high-ticket offers can actually be easier to sell than low-ticket ones• The “Package Matrix” strategy that helps clients choose between time vs money• What numbers successful founders track every month to stay profitablePam and Shannon also discuss the importance of knowing your numbers—from direct overhead costs—so that your pricing actually supports the life and business you want to build.If you're a service provider ready to stop undercharging and start building a more profitable business, this conversation is packed with practical insights.✖️✖️✖️🔗 Connect with Shannon Mattern:Website: https://shannonmattern.com Web Designer Academy: https://webdesigneracademy.com✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/Remember—it’s not what you make that matters, it’s what you keep.

Visit https://www.pamjordan.com to work with Pam’s team.✖️✖️✖️In this episode of Pivot to Profit, CFO Pam Jordan reveals the three hidden profit leaks that are costing many service-based businesses six figures a year especially as they scale past $1M in revenue.Many founders assume profitability problems mean they need more sales. But in reality, profit often disappears through small operational inefficiencies, pricing gaps, and overhead decisions that compound over time.Pam walks through the three most common leaks she sees when working with founders between $1M and $5M in revenue, and explains exactly how to fix them quickly.✖️✖️✖️You’ll learn:• Why profit problems are rarely revenue problems• How underpricing and scope creep destroy margins• The hidden cost of poor team utilization• Why overhead bloat often disguises itself as “investment”• How to calculate the true cost of delivering your services• A simple 30-minute expense audit every founder should runIf you’re scaling your service business and want to keep more of the money you’re making, this episode will help you identify where your profit is leaking and how to plug those gaps.✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/Remember—it’s not what you make that matters, it’s what you keep.

Visit https://www.pamjordan.com to work with Pam’s team.✖️✖️✖️Hitting seven figures isn’t the finish line—it’s where the real leadership test begins.In this episode of Pivot to Profit, CFO Pam Jordan sits down with Brett Gilliland, Founder and CEO of Elite Entrepreneurs, to unpack why so many businesses stall between $1M and $3M—and what it actually takes to scale to $10M and beyond.✖️✖️✖️You'll learn:Why only 3–5% of businesses ever reach $1MThe “gear shift” growth stages from $30K to $10MWhy founders feel more stressed (and sometimes make less money) after hitting seven figuresHow to build purpose, values, and meeting rhythms that drive real accountabilityThe difference between transactional employees and emotionally invested teamsThe key financial metrics every scaling CEO must trackIf you’re stuck in the one-to-three million range—or determined to get there without burning out—this episode is your roadmap.✖️✖️✖️🔗 Connect with Brett Gilliland: LinkedIn: https://www.linkedin.com/in/builttolastchamp  Website: https://growwithelite.com  Instagram: https://www.instagram.com/eliteentrepreneurshq/ ✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/Remember—it’s not what you make that matters, it’s what you keep.

Visit https://www.pamjordan.com to work with Pam’s team.✖️✖️✖️Feeling stuck, burnt out, or unsure how to scale your agency profitably? John Doherty knows exactly how it feels—and how to turn it into success.In this episode, CFO Pam Jordan sits down with John, a serial entrepreneur and digital marketing veteran who built and sold two agencies. They dive into what worked, what didn’t, and how to build profitable businesses without losing your sanity. ✖️✖️✖️You'll learn:• How burnout led John to sell his first profitable agency• The power of mentorship and strategic coaching in scaling fast• How to structure offers that sell themselves and keep clients coming back• Lessons on profit, cash flow, and knowing when to walk away✖️✖️✖️Connect with John Doherty:Website: https://www.johnfdoherty.com/coaching/LinkedIn: https://www.linkedin.com/in/johnfdoherty/Instagram: https://www.instagram.com/dohertyjf✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/Remember—it’s not what you make that matters, it’s what you keep.

Visit https://www.pamjordan.com to work with Pam’s team.✖️✖️✖️Are you a business owner trying to scale but feeling stuck? In today’s episode of Pivot to Profit, Pam Jordan sits down with Laura Frontiero, founder and CEO of Bio Radiant Health, an Inc 500 company transforming midlife health.✖️✖️✖️You'll learn:• How understanding your financials gives you the courage to pivot.• Laura’s “burn the ships” moment: leaving a $1M pension to grow her own business.• Why midlife health is critical for high-performing entrepreneurs.• The root causes of low energy: infections, toxins, nutrient deficiencies, stress, and trauma.• Building a business with clarity, strategy, and sustainable growth.✖️✖️✖️Connect with Laura Frontiero:Instagram: @laura.frontieroLinkedIn: Laura Frontiero Website: midlifeenergycrisisreport.com/midlife-energy-crisis-free-report/?lead_source=pam✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/Remember: It’s not what you make that matters—it’s what you keep.

Visit https://www.pamjordan.com to work with Pam’s team.✖️✖️✖️In this episode of Pivot to Profit, CFO Pam Jordan sits down with conversion optimization expert Talia Wolf, founder of GetUplift and creator of the Emotional Targeting Framework.Most business owners focus on traffic, button colors, and “best practices.” But Talia reveals why conversions have nothing to do with blue vs. red buttons — and everything to do with psychology.✖️✖️✖️You'll learn:• Why emotion drives every buying decision (even in B2B)• How surface-level tactics are costing you revenue• The difference between pricing concerns and emotional concerns• A real case study that increased conversions by 14%• Why profitability — not just revenue — matters as you scale• How transparency with your team impacts financial growth• Why saying “no” is a profit strategy✖️✖️✖️Connect with Talia Wolf:YouTube: www.youtube.com/@TaliaWolf LinkedIn: www.linkedin.com/in/taliagw/ Instagram: www.instagram.com/taliagwWebsite: https://getuplift.co/✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/If you’re investing in marketing but not seeing returns, this conversation will change how you think about messaging, optimization, and revenue growth.

Visit https://www.pamjordan.com to work with Pam’s team.✖️✖️✖️In this episode of Pivot to Profit, CFO Pam Jordan sits down with entrepreneur and product innovator Ron Gourley, who shares hard-earned lessons from over 35 years of building companies in cosmetics, supplements, OTC drugs, and regenerative medicine.✖️✖️✖️You'll learn:• The difference between smart money and dangerous money• Why early-stage founders need flexible capital• Why profit, health, and longevity must be built together✖️✖️✖️Connect with Ron Gourley:LinkedIn: https://www.linkedin.com/in/ron-gourley-277727a6/Website: ordersupernatural.comGo to www.OrderSuperNatural.com to use the coupon code: pod26✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/Because at the end of the day, it’s not what you make, it’s what you keep.

Visit https://www.pamjordan.com to work with Pam’s team.✖️✖️✖️In this episode of Pivot to Profit, CFO Pam Jordan breaks down how service providers can raise prices confidently without losing clients, even as labor, software, shipping, and overhead costs continue to rise.Pam shares real client examples — including how delayed price increases cost one business $40,000 — and walks through a clear three-part framework for pricing with data, not fear. You’ll learn why pricing is a math problem, how to evaluate which clients can tolerate increases, and how to communicate changes clearly and confidently.✖️✖️✖️You’ll learn: • Why delayed price increases quietly destroy profit • How rising costs shrink margins without you noticing • Why emotional pricing decisions backfire • The biggest mistakes founders make when raising prices✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/Remember—it’s not what you make that matters, it’s what you keep.

Visit https://www.pamjordan.com to work with Pam’s team.✖️✖️✖️In this episode of Pivot to Profit, CFO Pam Jordan sits down with Sven and Logan of AEVI Business Capital to break down what business owners need to know about cash flow, accounts receivable, and responsible access to capital.With decades of experience in collections and financing, Sven explains why bad debt becomes harder to collect each month, how weak onboarding creates cash-flow chaos, and why fast-funding options often trap entrepreneurs in long-term financial stress. Logan shares how lenders actually evaluate founders, why interest rates alone don’t tell the full story, and how term length and structure impact real profitability.✖️✖️✖️You’ll learn: • How weak contracts and onboarding kill cash flow • The real cost of “fast money” funding • Why the interest rate alone is the wrong metric • How responsible capital protects your business and employees✖️✖️✖️Connect with Sven Nelson: LinkedIn: www.linkedin.com/in/theguythatgetsyoupaid/Website: www.aevibusinesscapital.com/✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/Remember—it’s not what you make that matters, it’s what you keep.

Visit https://www.pamjordan.com to work with Pam’s team.✖️✖️✖️In this episode of Pivot to Profit, CFO Pam Jordan sits down with financial strategist Ryan Morehead to break down how entrepreneurs should actually think about wealth, liquidity, and long-term cash flow.Ryan explains why chasing net worth targets like “$10 million” often misses the point—and how business owners can create predictable retirement cash flow without sacrificing liquidity or taking unnecessary risk.Pam and Ryan unpack common founder mistakes like hoarding cash, misunderstanding retirement planning, and relying on hope instead of math—while showing how smart strategy helps entrepreneurs keep more of what they earn.✖️✖️✖️You’ll learn:• Why cash flow matters more than net worth• Where entrepreneurs should—and shouldn’t—park capital• Why most retirement strategies miss the real goal• How business owners should think differently about wealth✖️✖️✖️Connect with Ryan Morehead:Phone/Text: 832-362-0231Email: [email protected]: https://www.instagram.com/financial.ryan/LinkedIn: https://www.linkedin.com/in/ryanjmorehead/✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/Remember—it’s not what you make that matters, it’s what you keep.

Visit https://www.pamjordan.com to schedule a call with our team.✖️✖️✖️In this solo episode of Pivot to Profit, CFO Pam Jordan breaks down how to scale a service-based business beyond yourself without sacrificing profit, control, or sanity. Pam shares her journey from solo fractional CFO to building a multi-service firm, and the proven framework she uses to help founders step out of day-to-day fulfillment and into the true CEO role.Here’s what you’ll learn:• The four pillars required to build a business that runs without you• How to create repeatable frameworks your team can follow• What to hire first—and why most founders hire the wrong roles✖️✖️✖️In this episode of Pivot to Profit, Pam ties the conversation back to profit discipline, operational leverage, and leadership clarity—and why founders who stay trapped in fulfillment eventually cap their growth.If your business still depends on you to function, this episode will change how you think about scaling.Listen now to learn how to grow a business that works with you—or without you.✖️✖️✖️Meet the ExpertPam Jordan – CEO of Pivot Business GroupYouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/Build a business that grows without burning you out.

Visit https://www.pamjordan.com to schedule a call with our team.✖️✖️✖️Lead generation doesn’t drive growth unless it turns into real, sustainable profit — and in this episode, Todd Hartley breaks down what revenue acceleration actually looks like inside a scaling business.Pam Jordan sits down with Todd Hartley, bestselling author and CEO of WireBuzz, to break down how founders can grow revenue without burning out teams or destroying margins—and why video, visual selling, and optimizing the full “path to yes” drive compounding growth.Here’s what you’ll learn:• What revenue acceleration really means (and why it’s not just more leads)• The danger of scaling revenue without margin discipline• How capacity, efficiency, and profit are deeply connected✖️✖️✖️Connect with Todd Hartley:• Website: toddhartley.com• LinkedIn: Todd Hartley• Instagram: Todd Hartley• Facebook: Todd Hartley✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/✖️✖️✖️Key Takeaways:· Growth without margin discipline is a fast path to burnout.· Revenue acceleration starts with optimizing the full sales journey.· Visual selling shortens cycles and improves decision-making.

Visit https://www.pamjordan.com to schedule a call with our team.✖️✖️✖️Marketing doesn’t drive growth unless it’s tied to profit, margins, and lifetime value.In this episode of Pivot to Profit, CFO Pam Jordan sits down with award-winning marketer and agency founder Kim Lawton (Inspira Marketing Group, Enthused Marketing) to break down how profitable brands approach marketing ROI, retention, and sustainable growth.Kim shares why trend-chasing wastes marketing dollars, what data actually proves ROI, and how focusing on customer lifetime value leads to stronger margins and long-term success.In this episode, you’ll learn: • How to align marketing with profitability • Why lifetime value matters more than impressions • What metrics to track for real marketing ROI • How to scale marketing spend without killing margins✖️✖️✖️Connect with Kim Lawton:• LinkedIn: Kim Lawton• Instagram: @enthusekim• YouTube: @kimlawtonmktg• Email: [email protected]• Websites: Inspira Marketing | Enthused Marketing✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/✖️✖️✖️Marketing only works when it’s measured by what it keeps — not just what it brings in.

Visit https://www.pamjordan.com to schedule a call with our team.✖️✖️✖️Most founders don’t think about IT or cybersecurity until something breaks — or gets really expensive.In this episode of Pivot to Profit, CFO Pam Jordan sits down with Noah Landow, Founder and CEO of Macktez, to break down what business owners actually need to know about technology as they scale — and why weak IT foundations quietly drain profit, productivity, and trust.With nearly 30 years of experience, Noah shares how he accidentally became an entrepreneur, what his very first hire taught him about real business growth, and why IT isn’t about flashy tools — it’s about reliability, security, and relationships.✖️✖️✖️Here’s what you’ll learn:• How Noah stumbled into entrepreneurship — and built a 29-year business • The 3 foundational tech decisions every small business must make early • Why weak passwords can quietly destroy companies • What metrics Noah actually watches as a service-based CEO ✖️✖️✖️Connect with Noah Landow:• Website: https://macktez.com/• LinkedIn: Noah Landow• Email: [email protected]✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/

Visit https://www.pamjordan.com to schedule a call with our team.✖️✖️✖️If you feel like you’re making money but somehow never seeing it — and taxes keep hitting harder every year — this episode is required listening.In this episode of Pivot to Profit, CFO Pam Jordan is joined by Pivot’s go-to tax strategist Alexis Sidney for a timely, no-fluff breakdown of year-end tax planning — and a real client case study that saved hundreds of thousands of dollars before it was too late.✖️✖️✖️Here’s what you’ll learn:• Why clean books are the foundation of every tax strategy • How S-Corps go wrong — and how to fix them properly• How accountable plans can put $20k+ tax-free back in your pocket • Why finding out your tax bill in March is already too late ✖️✖️✖️Need help understanding your numbers or reducing your tax liability before it’s too late?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/✖️✖️✖️Remember — it’s not what you make that matters.It’s what you keep. 💰

Visit https://www.pamjordan.com to schedule a call with our team.✖️✖️✖️When an entire industry shifts overnight, only the founders who truly understand their numbers, their margins, and their customers survive — and today, James Klein breaks down exactly how he did it.In this episode of Pivot to Profit, CFO Pam Jordan sits down with lifelong entrepreneur James Klein, CEO of Adonis Vitality, Harmonium Health & TrueCanine, whose 40+ year journey spans IT, supplements, pet products, direct response, and consulting. James shares how he built multiple companies, what he learned from going public twice, and why sustainable, brand-driven growth consistently outperforms short-term offers.✖️✖️✖️Here’s what you’ll learn:• How Amazon wiped out supplement margins in just 8 months• How to scale with lean teams and fractional talent• The real math behind customer lifetime value• Why retention is a founder’s strongest asset• How James evaluates opportunities, builds brands, and juggles multiple companies• Where business owners get stuck — and how to fix it fast✖️✖️✖️Connect with James Klein:• Website: https://adonisvitality.com/ | https://truecanine.com/• LinkedIn: https://www.linkedin.com/in/james-klein• Instagram: @real_jamesklein✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/✖️✖️✖️Key Takeaway:It’s not what you make — it’s what you keep 💰

Visit https://www.pamjordan.com to schedule a call with our team.✖️✖️✖️If you’re an entrepreneur sitting on a pile of points you don’t know how to use, this episode will change the way you think about travel.Pam Jordan sits down with Eli Facenda, founder of Freedom Travel Systems, to show business owners how to turn everyday spend into first-class flights, luxury hotels, and unforgettable family trips—all without spending more money.✖️✖️✖️Here’s what you’ll learn: • How Eli turned a $25k income into 💺 first-class travel for $6 • The biggest mistakes entrepreneurs make with rewards • Why hoarding points is costing you memories, freedom, and time with the people you love✖️✖️✖️Connect with Eli Facenda: • Website: https://www.freedomtravelsystems.com/ • Instagram: @elitravelguy✖️✖️✖️Recommended Videos: – How to Build a Business Without Sacrificing Well-Being: https://www.youtube.com/watch?v=ocp3NBDuqtg – Own Your Organizational Culture: https://youtu.be/92rFF2-hQXo?si=RSAa9cfDPhPrEaPI – Designing a Business That Honors Your Life: https://youtu.be/wXw8w72PpHI?si=uvN-Ozdm7-Y7AJwe✖️✖️✖️Want More Financial Clarity? YouTube: https://www.youtube.com/@pamjordancfo LinkedIn: https://www.linkedin.com/in/pamjordan Instagram: https://www.instagram.com/pamjordancfo/ Facebook: https://www.facebook.com/PamjordanCFO/✖️✖️✖️Key Takeaways:• Why points are your permission slip to build experiential wealth• How to reverse-engineer your dream trips using business spend

Visit https://www.pamjordan.com to schedule a call with our team.✖️✖️✖️In this episode of Pivot to Profit, Pam Jordan sits down with Jake Karls—co-founder and Chief Rainmaker of Mid-Day Squares—for a raw, unfiltered conversation about resilience, identity, and the truth behind building a brand in one of the most competitive industries on the planet.Jake’s entrepreneurial story is anything but polished. From childhood pressure and family expectations to near-miss financial moments, costly operational mistakes, and the emotional toll of scaling fast—Jake brings honesty that most founders shy away from.Pam and Jake break down:· Why sacrifice, and the value of a dollar still guides his decisions· The financial turning point that proved Mid-Day Squares could win· The $30 operational error that ended up costing millions· Why therapy became the co-founders’ most important investmentIf you’re building a brand, scaling a consumer product, or navigating the emotional weight of entrepreneurship—this episode gives you the truth behind the headlines and the lessons that matter.Listen now to learn how to scale without losing yourself in the process.✖️✖️✖️Meet the Experts:Pam Jordan is the CEO of Pivot Business Group, helping entrepreneurs understand their numbers, increase profits, reduce taxes, and build long-term wealth through financial clarity.Jake Karls is the co-founder and Chief Rainmaker of Mid-Day Squares, a category-disrupting functional chocolate brand taking over retail shelves across North America. Known for his boundary-pushing storytelling, bold leadership, and vulnerability as a founder, Jake has helped scale MDS into a powerhouse brand built on authenticity, connection, and fearless execution.Connect with Jake: Website: https://www.middaysquares.com/ LinkedIn: Jake Karls | Mid-Day Squares Instagram: @jakekarls | @middaysquares TikTok: @middaysquares✖️✖️✖️Recommended Videos:– How to Build a Business Without Sacrificing Well-Being: https://www.youtube.com/watch?v=ocp3NBDuqtg – Own Your Organizational Culture: https://youtu.be/92rFF2-hQXo?si=RSAa9cfDPhPrEaPI – Designing a Business That Honors Your Life: https://youtu.be/wXw8w72PpHI?si=uvN-Ozdm7-Y7AJwe✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/✖️✖️✖️Key Takeaways from This Episode:· Resilience is built long before the business—it starts with how you’re shaped. · Small mistakes can create massive consequences—details matter. · Emotional health isn’t optional; therapy is a strategic investment. · Know your KPIs, know your mission—clarity drives momentum. · Success isn’t money—it’s the freedom to keep building what you believe in.

Visit https://www.pamjordan.com to schedule a call with our team.✖️✖️✖️In this episode of Pivot to Profit, Pam Jordan sits down with Dave Zaron—systems architect, martial artist, and founder of Zaronology—for a deeply honest conversation about burnout, rebuilding, and finding purpose-driven peace in business.Dave shares how chasing revenue over alignment nearly cost him everything, leading to layoffs, financial pressure, and an existential reset. His journey from passion-fueled founder to strategic systems expert reveals the hard lessons that many entrepreneurs avoid until it's too late.Pam and Dave unpack:· Why “yes” is the most dangerous word in scaling· The collapse that forced Dave to lay off 60% of his team—and what it taught him about responsibility· His concept of Integrated Ownership and how it changed everything· Why tech isn’t the problem—your avoidance of it might be· How Zaronology helps founders optimize with intention, not just automation· What peace over profit really looks like (and how to know when you’re suffering for the wrong reasons)If you're scaling fast or feeling stuck, this episode is your blueprint for aligning systems, leadership, and values—so you can scale with clarity instead of chaos.Listen now to learn how to build a business that works for you—not one that drains you.✖️✖️✖️Meet the Experts:Pam Jordan is the CEO of Pivot Business Group, helping entrepreneurs understand their numbers, increase profits, reduce taxes, and build long-term wealth through financial clarity.Dave Zaron is the founder of Zaronology, a systems design and strategy firm helping businesses scale tech stacks with clarity and depth. He's also the creator of Integrated Ownership and a forthcoming author.Connect with Dave:zaronology.comwww.linkedin.com/in/davezaron✖️✖️✖️Recommended Videos:–How to Build a Business Without Sacrificing Well-Being: https://www.youtube.com/watch?v=ocp3NBDuqtg– Own Your Organizational Culture: https://youtu.be/92rFF2-hQXo?si=RSAa9cfDPhPrEaPI– Designing a Business That Honors Your Life: https://youtu.be/wXw8w72PpHI?si=uvN-Ozdm7-Y7AJwe✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/✖️✖️✖️Key Takeaways from This Episode:·  Systems aren’t just tools—they’re strategy. Tech without intention leads to chaos.·  Burnout is a sign of misalignment. When you're suffering and still profitable, it’s time to reassess.·  Ownership is not abdication. If it affects your time, money, or reputation—you must own it.·  Clarity fuels sustainability. Know when to say no and build systems that reflect your values.·  Peace is the new profit. Revenue means nothing if it costs your mental health.Remember: It’s not what you make—it’s what you keep. 

Visit pamjordan.com to schedule a call with Pam’s team.  Marketing isn’t about louder messaging — it’s about clearer storytelling.In this episode of Pivot to Profit, CFO Pam Jordan sits down with Latricia Trice, founder and CEO of LTrice Marketing & Consulting, to break down how entrepreneurs can build brands that actually connect and convert.After nearly 20 years leading marketing in corporate and nonprofit spaces, Latricia launched her own agency in 2023 — scaling to six figures in just six months and hitting seven figures in under three years. Now she helps founders clarify their message, own their value, and leverage storytelling to grow profitably.You’ll learn:• The biggest marketing mistakes small businesses make• Why storytelling is the ultimate competitive advantage• How to use AI without losing your human voice• The confidence shift required to charge what you’re worth• What it really takes to scale with a fractional marketing team🔗 Connect with Latricia:📸 Instagram: @ltricia_trice | @ltriceconsulting💼 LinkedIn: LTrice Marketing & Consulting Website: ltriceconsulting.com✖️✖️✖️Recommended Videos: – Overdrafts, Crack Loans, and a Comeback: The Slay Bae Beauty Journey | Gina Micheletti – Power Partnerships Help You Scale with Genesis PT Founders | Dr. Becky Allen and Dr. Corrie Maguire – From Burnout to Buyout: How Pam Helped This Agency Pivot to Profit | Kristina Kuss✖️✖️✖️Want More Financial Clarity? 📺 YouTube: @pamjordancfo 💼 LinkedIn: Pam Jordan 📸 Instagram: @pamjordancfo 📘 Facebook: Pam Jordan CFO✖️✖️✖️Key Takeaways from This Episode: ✅ Clear storytelling beats loud marketing every time ✅ Your message must match the mindset of your ideal audience ✅ AI is a tool — not a replacement for human connection ✅ Charging your worth starts with believing your value ✅ A fractional marketing team can accelerate growth without the overhead

Visit pamjordan.com to schedule a call with Pam’s team. In this episode of Pivot to Profit, CFO Pam Jordan sits down with Ebony Green, founder of The SLP Business Suite and The Speak Center, to uncover how she turned burnout into a $3.2 million practice — and sparked a movement empowering Speech Language Pathologists to become thriving business owners.Ebony built her multi-seven-figure empire by embracing what she calls intentional acceleration — and now she’s on a mission to help others do the same.You’ll learn:• The burnout moment that became Ebony’s breakthrough• How she scaled from solo SLP to $3.2M CEO in just five years• The power of delegation, data, and aligned leadership• The $20,000 mistake that changed everything• How to scale quickly — without losing your purpose🔗 Learn more about Ebony at slpbusinesssuite.com💼 LinkedIn: Ebony Green📘 Facebook: The SLP Business Suite 📸 Instagram: @slpbusinesssuite 📺 YouTube: @theslpbusinesssuite ✖️ TikTok: @slpbusinesssuite✖️✖️✖️Recommended Videos:– Overdrafts, Crack Loans, and a Comeback: The Slay Bae Beauty Journey | Gina Micheletti – Power Partnerships Help You Scale with Genesis PT Founders | Dr. Becky Allen and Dr. Corrie Maguire – From Burnout to Buyout: How Pam Helped This Agency Pivot to Profit | Kristina Kuss✖️✖️✖️Want More Financial Clarity?📺 YouTube: @pamjordancfo💼 LinkedIn: Pam Jordan📸 Instagram: @pamjordancfo📘 Facebook: Pam Jordan CFO✖️✖️✖️Key Takeaways from This Episode:✅ Burnout can be a launchpad — if you listen to it✅ Scaling starts with structure, systems, and support✅ Your data holds the key to your freedom✅ Intentional growth leads to purposeful impact✅ Fast growth doesn’t have to mean chaos

Visit pamjordan.com to schedule a call with Pam’s team.In this episode of Pivot to Profit, CFO Pam Jordan sits down with Joshua Cates, founder and CEO of Hero Marketing Agency and author of The Marketing Revolution, to unpack the truth about scaling, data, and profit in today’s business world.Josh has built and sold multiple companies, helped generate over a billion dollars in revenue, and is now redefining what “marketing with purpose” really looks like.You’ll learn:• The mindset shift every entrepreneur needs about money • How to use data as a tool (not a distraction) • Why most agencies fail their clients — and how Hero Marketing fixes it • The numbers every business owner should actually track • How to scale profitably without losing your purpose🔗 Learn more about Josh at heromarketingagency.com📺 YouTube: @marketlikeahero💼 LinkedIn: Joshua Cates📸 Instagram: @marketlikeahero📘 Facebook: Hero Marketing Agency✖️✖️✖️Recommended Videos: – Overdrafts, Crack Loans, and a Comeback: The Slay Bae Beauty Journey | Gina Micheletti – Power Partnerships Help You Scale with Genesis PT Founders | Dr. Becky Allen and Dr. Corrie Maguire – From Burnout to Buyout: How Pam Helped This Agency Pivot to Profit | Kristina Kuss✖️✖️✖️Want More Financial Clarity?📺 YouTube: @pamjordancfo💼 LinkedIn: Pam Jordan📸 Instagram: @pamjordancfo📘 Facebook: Pam Jordan CFO✖️✖️✖️Key Takeaways from This Episode:✅ Marketing should start with your numbers — not your ads✅ Data is your decision-making power, not a distraction✅ Profit-focused marketing builds sustainable growth✅ The right strategy can align purpose and performance✅ Remember — it’s not what you make that matters, it’s what you keep

Visit pamjordan.com to schedule a call with Pam’s team. Running a family business is hard — keeping it thriving for over 40 years is even harder.In this episode of Pivot to Profit, CFO Pam Jordan sits down with Julie Rotuno, second-generation CEO of Mid-Atlantic Packaging, to unpack what it really takes to modernize, scale, and lead a multi-generational business without losing its soul.Julie shares how she went from painting her parents’ office as a teen to becoming CEO of their multi-million-dollar company — and how she's redefining what legacy leadership really looks like.You’ll learn:• How to balance tradition and transformation in a family-run business • What it takes to step into succession with confidence and clarity • The strategies Julie used to rebuild operations and acquire a company during the pandemic • Why focusing on profit, not just sales, drives long-term growth🔗 Learn more about Julie’s company at midatlanticpackaging.comFollow her on LinkedIn: @JulieRotuno✖️✖️✖️Recommended Videos:– Overdrafts, Crack Loans, and a Comeback: The Slay Bae Beauty Journey | Gina Micheletti – Power Partnerships Help You Scale with Genesis PT Founders | Dr. Becky Allen and Dr. Corrie Maguire – From Burnout to Buyout: How Pam Helped This Agency Pivot to Profit | Kristina Kuss✖️✖️✖️Want More Financial Clarity?📺 YouTube: @pamjordancfo💼 LinkedIn: Pam Jordan📸 Instagram: @pamjordancfo📘 Facebook: Pam Jordan CFO✖️✖️✖️Key Takeaways from This Episode:✅ Legacy matters — but innovation is what keeps it alive✅ Clear systems and strong leadership drive sustainable growth✅ Profitability is more than a number — it’s a mindset✅ It’s possible to modernize a family business without losing its heart✅ The right CFO can change everything

Visit pamjordan.com to schedule a call with Pam’s team. Most business owners are leaving money on the table — not because they’re bad at what they do, but because they’re underpricing. In this solo episode of Pivot to Profit, CFO Pam Jordan breaks down her exact pricing strategy that helps entrepreneurs finally charge what they’re worth (and keep more of what they make).Inside this episode:• The Harvard-backed stat that proves small pricing errors destroy profit• The mindset shift every CEO needs before raising prices• Pam’s 3-part pricing formula for products and services• Why overhead is your hidden profit killer🔗 Learn more and connect with Pam’s team: pamjordan.com✖️✖️✖️Recommended Videos:– Overdrafts, Crack Loans, and a Comeback: The Slay Bae Beauty Journey | Gina Micheletti– Power Partnerships Help You Scale with Genesis PT Founders | Dr. Becky Allen and Dr. Corrie Maguire✖️✖️✖️Want More Financial Clarity?📺 YouTube: @pamjordancfo💼 LinkedIn: Pam Jordan📸 Instagram: @pamjordancfo📘 Facebook: Pam Jordan CFOLet’s build a business that fuels your purpose and your profit.✖️✖️✖️Key Takeaways from This Episode:✅ Small pricing mistakes can quietly destroy profit margins✅ Mindset shifts are essential before increasing prices✅ Use Pam’s 3-part pricing formula to build sustainable profit✅ Overhead can be a silent profit killer — track it relentlessly✅ Confident pricing leads to confident growthClick the link to calculate your perfect price: https://go.pamjordan.com/how-to-price-your-work-for-profit

Visit pamjordan.com to schedule a call with Pam’s team.✖️✖️✖️Only 1.8% of female founders ever hit seven figures — and business coach Dawn McGruer says the reason isn’t society or the market.It’s a mindset.In this episode of Pivot to Profit, CFO Pam Jordan sits down with Dawn to unpack how she built multiple seven-figure businesses, rewired her subconscious for success, and teaches other entrepreneurs to do the same.Dawn shares: • Why mindset is the real profit strategy • How she turned a $35K flop into a million-dollar launch in 14 days • The five critical factors every founder must master to scale • What it really takes to hit seven figures sustainably🔗 Learn more about Dawn at dawnmcgruer.com Follow her on Instagram & LinkedIn @dawnmcgruer✖️✖️✖️Recommended Videos: – Overdrafts, Crack Loans, and a Comeback: The Slay Bae Beauty Journey | Gina Micheletti – Power Partnerships Help You Scale with Genesis PT Founders | Dr. Becky Allen and Dr. Corrie Maguire✖️✖️✖️Want More Financial Clarity?📺 YouTube: @pamjordancfo💼 LinkedIn: Pam Jordan📸 Instagram: @pamjordancfo📘 Facebook: Pam Jordan CFOLet’s build a business that fuels your purpose and your profit.Visit pamjordan.com to schedule a call with Pam’s team.✖️✖️✖️Key Takeaways from This Episode:✅ Mindset—not mechanics—is the foundation of sustainable profit.✅ Failure is feedback: Dawn turned a $35K flop into a $1M launch in just two weeks.✅ The subconscious often limits growth more than strategy ever will.✅ Scaling requires mastering five core areas: mindset, model, marketing, money, and momentum.✅ Hitting seven figures isn’t about hustle—it’s about alignment, awareness, and systems.

Visit pamjordan.com to schedule a call with Pam’s team.✖️✖️✖️What happens when the medical system tells you “you can’t”?For Allison Germundson, founder of One Strong Woman Therapy, those two words became her fuel to build a thriving women’s health practice from the ground up.In this episode of Pivot to Profit, CFO Pam Jordan talks with Allison about how she turned rejection into motivation, opened her business while recovering from childbirth, and scaled it into a 10-therapist powerhouse.Together they dig into: – The “Watch Me” mindset that sparked her entrepreneurial journey – How tracking key metrics turned chaos into confidence – Why women must stop calling what’s common “normal” – Building profit and purpose in a mission-driven business🔗 Connect with Allison and One Strong Woman Therapy: https://www.onestrongwoman.com/📸 Instagram: @onestrongwomantherapy📘 Facebook: One Strong Woman Therapy, LLC ✖️✖️✖️Key Takeaways from This Episode: ✅ Rejection can be the spark that ignites an entrepreneur’s journey ✅ Tracking key metrics transforms chaos into confidence and growth ✅ What’s “common” in women’s health isn’t always normal—advocacy starts with awareness ✅ Purpose-driven businesses can be both profitable and deeply impactful ✅ The “Watch Me” mindset turns obstacles into opportunities for expansion✖️✖️✖️Recommended Videos: – Overdrafts, Crack Loans, and a Comeback: The Slay Bae Beauty Journey | Gina Micheletti – Power Partnerships Help You Scale with Genesis PT Founders | Dr. Becky Allen and Dr. Corrie Maguire – The Hidden Costs of Cross-Border Payments | Marc Racette, Pulse FX✖️✖️✖️Want More Financial Clarity?📺 YouTube: @pamjordancfo 💼 LinkedIn: Pam Jordan 📸 Instagram: @pamjordancfo 📘 Facebook: Pam Jordan CFOLet’s build a business that fuels your purpose and your profit.

Visit pamjordan.com to schedule a call with Pam’s team.✖️✖️✖️Most business owners don’t realize they’re bleeding profit through hidden foreign exchange fees — until it’s too late.In this episode of Pivot to Profit, CFO Pam Jordan sits down with Marc Racette, founder of Pulse FX, to reveal the unseen costs behind cross-border payments — and how one company lost $35,000 just receiving a wire.Marc breaks down how to protect your margins, forecast cash flow with confidence, and stop banks and payment processors from quietly taking a cut of every sale.If your business sells internationally, pays overseas contractors, or collects funds through Stripe, PayPal, or Shopify — this conversation could save you thousands.🔗 Connect with Marc Racette and Pulse FX: https://pulsefx.com✖️✖️✖️Recommended Videos: – Overdrafts, Crack Loans, and a Comeback: The Slay Bae Beauty Journey | Gina Micheletti – Power Partnerships Help You Scale with Genesis PT Founders | Dr. Becky Allen and Dr. Corrie Maguire✖️✖️✖️Want More Financial Clarity?📺 YouTube: @pamjordancfo 💼 LinkedIn: Pam Jordan 📸 Instagram: @pamjordancfo 📘 Facebook: Pam Jordan CFOLet’s build a business that fuels your purpose and your profit.✖️✖️✖️Key Takeaways from This Episode:✅ Hidden foreign exchange fees can quietly erode profits without you noticing.✅ One business lost $35K on a single wire transfer — proof that small FX costs add up fast.✅ Banks and payment processors often take a cut of every cross-border transaction.✅ Tracking and managing FX exposure helps protect your margins and stabilize cash flow.✅ If you sell internationally or pay overseas contractors, optimizing FX can save you thousands.

Visit pamjordan.com to schedule a call with Pam’s team.✖️✖️✖️In this episode of Pivot to Profit, Pam Jordan sits down with Rachel Phillips, CEO of Fully Accountable, to dig into what makes an e-commerce business truly exit-ready: clean, decision-grade financials; the KPIs that matter, and how to stop burning ad dollars on channels that don’t return.Rachel also shares what separates owners who scale to multi-7 figures from those who stall—and where AI actually helps (and doesn’t) in finance.🔗 Connect with Rachel and Fully Accountable: https://fullyaccountable.com✖️✖️✖️You’ll learn: – The key differences between bookkeepers, controllers, and CFOs – How simple pricing and expense audits can drive double-digit profitability gains – Real client results, including a 14% profit increase in just 30 days🔗 Learn more and connect with Pam’s team: pamjordan.com✖️✖️✖️Recommended Videos: – Overdrafts, Crack Loans, and a Comeback: The Slay Bae Beauty Journey | Gina Micheletti – Power Partnerships Help You Scale with Genesis PT Founders | Dr. Becky Allen and Dr. Corrie Maguire✖️✖️✖️Want More Financial Clarity?📺 YouTube: @pamjordancfo💼 LinkedIn: Pam Jordan📸 Instagram: @pamjordancfo📘 Facebook: Pam Jordan CFOLet’s build a business that fuels your purpose and your profit.✖️✖️✖️Key Takeaways from This Episode:✅ Fractional CFOs give you high-level strategy at a fraction of the cost✅ Bookkeepers, controllers, and CFOs each play distinct roles in growth✅ Expense audits can unlock immediate profit gains✅ Real-world results: +14% profit in just 30 days✅ Scaling past $750K? It’s time for financial clarity and a growth roadmap

Visit pamjordan.com to schedule a call with Pam’s team.✖️✖️✖️In this episode of Pivot to Profit, Pam Jordan sits down with Lindsay Kirby, RN and founder of Sculpt Wellness, to uncover the real story behind building (and rebuilding) a seven-figure med spa.From growing up on a wheat farm with a scarcity mindset to discovering red light therapy and scaling her business, Lindsay shares the highs of hitting $360K in year one—and the lows of ending up $1M in debt.She dives into the costly mistake of chasing “the next machine,” how it nearly broke her, and why she’s now laser-focused on profitability, client lifetime value, and redefining what modern healthcare should look like.🔗 Learn more and connect with Lindsay:Sculpt Wellness: sculptwellness.comInstagram: @lindsaykirby_✖️✖️✖️Recommended Videos:– Overdrafts, Crack Loans, and a Comeback: The Slay Bae Beauty Journey | Gina Micheletti– Power Partnerships Help You Scale | Genesis PT Founders Dr. Becky Allen and Dr. Corrie Maguire✖️✖️✖️Want More Financial Clarity?📺 YouTube: @pamjordancfo💼 LinkedIn: Pam Jordan📸 Instagram: @pamjordancfo📘 Facebook: Pam Jordan CFOLet’s build a business that fuels your purpose and your profit.✖️✖️✖️Key Takeaways from This Episode:✅ First-year success can still lead to long-term debt if profit isn’t prioritized✅ Chasing machines ≠ chasing margins✅ Profitability starts with a mindset shift and clear strategy✅ Med spa growth is possible without sacrificing your financial health✅ The future of wellness is proactive, profitable, and personal

Visit pamjordan.com to schedule a call with Pam’s team.✖️✖️✖️In this solo episode of Pivot to Profit, Pam Jordan breaks down why a fractional CFO might be the smartest investment you can make for your business. From defining the difference between a bookkeeper, controller, and CFO to sharing real-world client stories, Pam reveals how fractional CFOs save business owners money, bring financial clarity, and create the roadmap for sustainable growth.You’ll learn:– Why a full-time CFO costs $250K+ and how a fractional CFO bridges the gap – The key differences between bookkeepers, controllers, and CFOs – How simple pricing and expense audits can drive double-digit profitability gains – Real client results, including a 14% profit increase in just 30 days – If your business is scaling past $750K in revenue, it’s time to stop guessing and start planning. A fractional CFO can give you the confidence, clarity, and profit strategy to take your business where you want it to go.🔗 Learn more and connect with Pam’s team: pamjordan.com✖️✖️✖️Recommended Videos: – Overdrafts, Crack Loans, and a Comeback: The Slay Bae Beauty Journey | Gina Micheletti – Power Partnerships Help You Scale with Genesis PT Founders | Dr. Becky Allen and Dr. Corrie Maguire✖️✖️✖️Want More Financial Clarity?📺 YouTube: @pamjordancfo 💼 LinkedIn: Pam Jordan 📸 Instagram: @pamjordancfo 📘 Facebook: Pam Jordan CFOLet’s build a business that fuels your purpose and your profit.✖️✖️✖️Key Takeaways from This Episode: ✅ Fractional CFOs give you high-level strategy at a fraction of the cost ✅ Bookkeepers, controllers, and CFOs each play distinct roles in growth ✅ Expense audits can unlock immediate profit gains ✅ Real-world results: +14% profit in just 30 days ✅ Scaling past $750K? It’s time for financial clarity and a growth roadmap

Visit pamjordan.com to schedule a call with Pam’s team.✖️✖️✖️In this episode of Pivot to Profit, Pam Jordan sits down with Sarah Sullivan, second-generation investor and founder of Sugo Capital, for a candid look at building passive wealth and reshaping money mindsets.From breaking free of scarcity thinking to managing $150M in assets, Sarah shares how she helps everyday investors create financial freedom through real estate, oil & gas, and private equity.You’ll learn:– The mindset shift that fueled her entrepreneurial leap – How one real estate deal replaced a year’s salary – Why oil & gas can be a powerful (but risky) tax strategy – The real ROI of your time as an entrepreneurIf you’re an investor, entrepreneur, or business owner eyeing your next chapter, this episode is packed with insights to help you stack passive income and invest with confidence.🔗 Resources mentioned:– Sugo Capital website: https://sugocapital.com – Resource hub with ROI calculators & tax tools: https://sugocapital.com/sugo-resource-center✖️✖️✖️Want More Financial Clarity?📺 YouTube: @pamjordancfo 💼 LinkedIn: Pam Jordan 📸 Instagram: @pamjordancfo 📘 Facebook: Pam Jordan CFOLet’s build a business that fuels your purpose and your profit.✖️✖️✖️Key Takeaways from This Episode:✅ You don’t need millions to start building passive income ✅ The right asset class can unlock real financial freedom ✅ Strategic tax planning = next-level ROI ✅ Your mindset around money shapes every investment ✅ There’s more to wealth than hustle — it’s about leverage and intention

Visit https://www.pamjordan.com to schedule a call with our team.✖️✖️✖️In this episode of Pivot to Profit, Pam Jordan sits down with Dr. Becky Allen and Dr. Corrie Maguire, co-founders of Genesis PT & Wellness, who turned personal passion and clinical excellence into a scalable, profitable business model transforming pelvic health care.Whether you're a provider, practice owner, or purpose-driven entrepreneur — this episode is packed with tactical insights, financial truth bombs, and a fresh take on building a values-based business that actually works.You’ll learn:– The first money moves that proved their business had real potential – How the right Visionary–Integrator partnership fuels long-term growth – Why pricing, revenue streams, and profit tracking matter more than ever – The Genesis Way: their holistic approach to leadership, operations, and pelvic healthConnect with Becky & Corrie:Instagram – @drbeckypelvicpt | @drcorriethepelvicptClinic – Genesis PT & WellnessWant clarity on your business numbers?Visit pamjordan.com to schedule a call with our team.✖️✖️✖️Meet the Experts:Pam Jordan is the CEO of Pivot Business Group, helping entrepreneurs increase profits, reduce taxes, and build wealth through financial strategy that actually makes sense.Dr. Becky Allen & Dr. Corrie Maguire are the dynamic duo behind Genesis PT & Wellness — a pioneering pelvic health brand combining clinical excellence with operational brilliance. They empower both patients and providers through The Genesis Way, reshaping the standard of care across the industry.✖️✖️✖️Recommended Videos: – From Scarcity Mindset to Multi-Clinic Growth – Why Pricing Strategy is More Important Than Followers – The Visionary/Integrator Dynamic That Scales✖️✖️✖️Want More Financial Clarity? 📺 YouTube: @pamjordancfo 💼 LinkedIn: Pam Jordan 📸 Instagram: @pamjordancfo 📘 Facebook: Pam Jordan CFOLet’s build a business that fuels your purpose and your profit. ✖️✖️✖️Key Takeaways from This Episode:✅ Financial clarity starts with honest tracking — not guesswork ✅ The right business partner can make or break your vision ✅ Pricing isn’t just numbers — it’s about impact, value, and sustainability ✅ Operations matter just as much as clinical outcomes ✅ You can’t scale chaos — systems, culture, and leadership are everything

Visit https://www.pamjordan.com to schedule a call with our team.✖️✖️✖️In this episode of Pivot to Profit, Pam Jordan sits down with Gina Micheletti — founder of Slay Bae Beauty Co., salon owner, educator, and bold-as-hell entrepreneur who went from bartending on Broadway in Nashville to building a booming beauty brand.Gina pulls back the curtain on the real, raw, and often messy journey of scaling a salon — from signing a lease she had to pay $25K to escape, to hiring (and then downsizing) a full team of stylists, to navigating a whirlwind reality TV wedding that exploded her online presence overnight.Pam and Gina dive deep into what it actually takes to grow a beauty business without going broke (or breaking down), and how to shift from stylist to CEO — with boundaries, business smarts, and a brand that’s built to last.You’ll learn: – What no one tells you about commercial leases and buildouts — and how to avoid expensive rookie mistakes – Why “more” stylists doesn’t always mean more profit – The mindset shift that helped Gina stop being “just a stylist” and step fully into leadership – How going viral on reality TV transformed her social media and brand strategyIf you're in the beauty industry or scaling a service-based business, this episode is full of truth bombs, tactical advice, and Gina’s signature no-fluff wisdom.✖️✖️✖️Meet the Experts:Pam Jordan is the CEO of Pivot Business Group, helping entrepreneurs understand their numbers, increase profits, reduce taxes, and build wealth through strategic financial planning.Gina Micheletti is the founder of Slay Bae Beauty Co. in Nashville, a salon owner and extension educator known for her bold brand, industry education, and unapologetic leadership style.Connect with Gina: 🌐 Salon Website 📱 Reality + Lifestyle IG – @gina.doesmyhair 🎓 Hair Extension Education IG – @slay.signature✖️✖️✖️ Recommended Videos: – Don’t "Create" a Personal Brand – From Scarcity Mindset to Running a Multi-Million-Dollar Firm – How to Build a Business Without Sacrificing Well-Being✖️✖️✖️ Want More Financial Clarity? 📺 YouTube: @pamjordancfo 💼 LinkedIn: Pam Jordan 📸 Instagram: @pamjordancfo 📘 Facebook: Pam Jordan CFOWant help building a business that doesn’t break your back or your bank account? Reach out and let’s talk strategy.✖️✖️✖️ Key Takeaways from This Episode: ✅ Real growth comes from hard decisions, not just hustle. ✅ Not all teams are built to scale — be intentional, not impulsive. ✅ A strong brand is more than aesthetics — it’s alignment, leadership, and truth. ✅ Don’t be afraid to pivot — especially when the price of staying stuck is higher than change. ✅ Beauty is business — and behind every glam shot is grit.

Visit https://www.pamjordan.com to schedule a call with our team.✖️✖️✖️In this solo episode of Pivot to Profit, Pam Jordan pulls back the curtain on the Profit First system — the proven cash management method that helps entrepreneurs build wealth, pay off debt, and finally stop stressing about cash flow.From real client wins to her personal journey implementing Profit First in her own business, Pam shares why chasing top-line sales is a trap — and why focusing on profit is the path to freedom, impact, and sustainable growth.Pam breaks down: – Why EBITDA and profit — not revenue — determine your company’s true value – How Profit First creates the cash discipline to pay down debt and seize growth opportunities – The five essential bank accounts every entrepreneur should have – Simple, actionable steps to implement Profit First starting todayIf money feels like it’s slipping through your fingers, this episode is your wake-up call and roadmap to financial clarity. ✖️✖️✖️💡 Meet the Expert:Pam Jordan is the CEO of Pivot Business Group, helping entrepreneurs understand their numbers, increase profits, reduce taxes, and build wealth through strategic financial planning.Connect with Pam: 🌐 Website 📱 Instagram 💼 LinkedIn 📘 Facebook 📺 YouTube ✖️✖️✖️Recommended Videos: – Profit First Professionals: The System Changing Small Business | Ron Saharyan – The Profit First Method: How to Pay Yourself and Save Taxes | Alexis Sidney ✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfo?sub_confirmation=1LinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/Want help building a business that doesn’t break your back or your bank account? Reach out and let’s talk strategy.✖️✖️✖️Key Takeaways from This Episode: ✅ Top-line revenue is a vanity metric — profit is where freedom lives ✅ When you control your cash, you control your future ✅ Financial clarity isn’t just about spreadsheets — it’s about strategy, security, and peace of mind ✅ Profit First gives you a proactive, empowering system to grow with confidence ✅ Start now — small, consistent shifts can lead to major financial breakthroughsYour profit is the strategy. Let’s build from there.

Visit https://www.pamjordan.com to schedule a call with our team.✖️✖️✖️In this episode of Pivot to Profit, Pam Jordan sits down with Nicole Roe—interior designer, lifestyle creator, and founder of R. Nickson Interiors—to explore how redefining luxury, healing her money story, and building a magnetic brand helped her turn creativity into a million-dollar business.Pam and Nicole explore:– The $60K invoice that flipped the script on her money beliefs – Why your fear around money could be costing you high-end clients – The role of design, storytelling, and authenticity in brand-building – What luxury actually means—and how to deliver it without selling your soul – The one thing banks care about most when you’re ready to scale – Why staying grounded (and yes, owning a tortoise) keeps her alignedThis episode is a must-listen for entrepreneurs, creatives, and service providers ready to build aligned, profitable businesses—without burning out or selling out.✖️✖️✖️Meet the Experts:Pam Jordan is the CEO of Pivot Business Group, helping entrepreneurs understand their numbers, increase profits, reduce taxes, and build wealth through strategic financial planning.Nicole Roe is the founder of R. Nickson Interiors, a full-service design studio rooted in intentional, luxury spaces that blend style and soul. She’s also a lifestyle creator redefining what success looks and feels like for modern women in business.Connect with Nicole:Website: https://rnicksoninteriors.comInstagram / Facebook / LinkedIn / Pinterest / YouTube: @rnicksoninteriorsPersonal Instagram: https://instagram.com/the.nicoleroe🐢 Bonus: Don’t miss Milton, Nicole’s giant tortoise and unexpected brand icon.✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfo?sub_confirmation=1LinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/Want help building a business that doesn’t break your back or your bank account? Reach out and let’s talk strategy.✖️✖️✖️Key Takeaways from This Episode: – The stories we carry about money shape the results we get in business – Design is about more than aesthetics—it’s about alignment – Profitability isn’t a dirty word (and it can coexist with purpose) – You don’t need to be “ready” to start charging more—you need to be brave – Luxury is personal: define it, then deliver it with integrityIt’s not what you make—it’s what you keep. (And wealth without alignment isn’t wealth.)

Visit https://www.pamjordan.com to schedule a call with our team.✖️✖️✖️🎙️ In this episode of Pivot to Profit, Pam Jordan sits down with Ron Saharyan — co-founder and managing partner of Profit First Professionals — to dig into the mindset, methodology, and movement behind Profit First.If you’ve ever wondered how to actually keep more of the money you make, this episode is for you.Pam and Ron dive into:Why “Sales – Expenses = Profit” is the wrong formulaThe dangers of staying “in a groove” too longHow Profit First gives business owners clarity, control, and peace of mindWhy half-implementing Profit First can do more harm than goodThe power of systems to protect profit and fuel growth✖️✖️✖️💡 Meet the Experts:Pam Jordan is the CEO of Pivot Business Group, helping entrepreneurs understand their numbers, increase profits, reduce taxes, and build wealth through strategic financial planning.Ron Saharyan is the co-founder and managing partner of Profit First Professionals, a global organization of accountants, bookkeepers, and financial coaches who help small business owners thrive financially using the Profit First methodology.👉 Connect with Ron:🌐 Website: Profit First Professionals📘 Facebook: Ron Saharyan👉 Connect with Pam:💻 Website: pamjordan.com📅 Work with Pam’s team: Schedule a Call✖️✖️✖️Recommended Videos:– From Scarcity Mindset to Running a Multi-Million-Dollar Firm: https://www.youtube.com/watch?v=RV0-AS8iMKQ– How to Build a Business Without Sacrificing Well-Being: https://www.youtube.com/watch?v=ocp3NBDuqtg– Don’t "Create" a Personal Brand: https://www.youtube.com/watch?v=S1TJIlXtuCU✖️✖️✖️Want More Financial Clarity?YouTube: @pamjordancfoLinkedIn: Pam JordanInstagram: @pamjordancfoFacebook: Pam Jordan CFOWant help leading with more clarity, profit, and purpose? Let’s talk strategy.✖️✖️✖️Key Takeaways from This Episode:✅ Profit is not what's left over — it's what you prioritize✅ “Entrepreneurial poverty” is real — but it's preventable✅ Profit First creates structure, clarity, and peace of mind✅ Half-measures hurt: implement the full system to see real results✅ Great financial systems fuel both growth and freedom✅ Your business should serve your life — not the other way aroundYou don’t need to earn more to be profitable. You need a better system.

Visit https://www.pamjordan.com to schedule a call with our team.✖️✖️✖️In this episode of Pivot to Profit, Pam sits down with Amber Spears — thought leader, super-connector, and co-founder of East 5th Avenue — to unpack the real power of partnerships, affiliate marketing, and trust-based growth.Pam and Amber unpack: • The three proven ways to acquire customers (and why most entrepreneurs ignore one of them). • How to spot rising talent and trends before the market does. • Why relationships, not algorithms, drive long-term business stability. • The systems behind Four Rooms Mastermind and how Amber has helped countless entrepreneurs scale through connection.If you’ve ever wondered how to build partnerships that actually pay off (in revenue, reputation, and referrals), this conversation is your blueprint.✖️✖️✖️Meet the Experts:Pam Jordan is the CEO of Pivot Business Group, helping entrepreneurs understand their numbers, increase profits, reduce taxes, and build long-term wealth through financial clarity.Amber Spears is the co-founder of East 5th Avenue, a partnership and affiliate strategy firm helping entrepreneurs scale through trust-based relationships. She's also the creator of Four Rooms Mastermind and a sought-after super-connector.Connect with Amber Spears:Email: [email protected]: fourroomsmastermind.com✖️✖️✖️Recommended Videos: – Designing a Business That Honors Your Life | Luly B. Carreras – From Scarcity Mindset to Running a Multi-Million-Dollar Firm | Barbara Schreihans – Radical Self-Acceptance for High Achievers | Dr. Laura Gallaher✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfo LinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/✖️✖️✖️Key Takeaways from This Episode: • Great partnerships drive revenue, referrals, and reputation • Systems make partnerships scale faster. • Relationships build stronger businesses than algorithms. • Most entrepreneurs ignore one of the top three ways to get customers.Remember: It’s not just about reach—it’s about relationships that convert.

Visit https://www.pamjordan.com to schedule a call with our team.✖️✖️✖️In this episode of Pivot to Profit, Pam Jordan sits down with JJ Reynolds, founder of Vision Labs and data-driven marketing strategist, for an eye-opening conversation about scaling smarter, not just bigger.JJ shares his unconventional journey from filming Napa Valley wineries to leading a data consultancy that helps $5M+ businesses unlock profitable growth through better measurement and reporting. His perspective on marketing spend, profitability, and the real story behind the numbers is a must-listen for any entrepreneur frustrated by wasted ad dollars or murky ROI.Pam and JJ unpack:• Why most businesses treat marketing as a black hole—and how to stop the leaks• The Data Order of Operations and why vision must drive your spend• The two biggest mistakes companies make when tracking performance• How sending the right signals back to ad platforms can double profitability• The KPIs JJ uses to run Vision Labs (and why you should too)• Why “a number is useless unless you act on it”If your marketing feels expensive but unclear, this episode shows you how to align your data with your goals so you can grow profitably with clarity, not chaos.✖️✖️✖️Meet the Experts:Pam Jordan is the CEO of Pivot Business Group, helping entrepreneurs understand their numbers, increase profits, reduce taxes, and build long-term wealth through financial clarity.JJ Reynolds is the founder of Vision Labs, a data strategy and reporting firm that helps marketing and sales teams make smarter, faster, and more profitable decisions.Connect with JJ:🔗 visionlabs.com🔗 LinkedIn: https://www.linkedin.com/in/jj-reynolds✖️✖️✖️Recommended Videos:– Cutting $250K in Expenses with AI: https://www.youtube.com/watch?v=ybylRzTwifE–  Smarter Ops Boost Margins & Free Your Time: https://www.youtube.com/watch?v=sXAzuT6fF28–  Building a Business That Won’t Break with SOPs: https://www.youtube.com/watch?v=taHPHOCMvdA&t=107s✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/✖️✖️✖️Key Takeaways from This Episode:• Data without action is worthless. Clarity comes from knowing what to do next.• Marketing ROI starts with vision. If you don’t know your end goal, your spend is wasted.• Most businesses miss two key elements: sending signals back to ad platforms and measuring short-term value velocity.• Profit per employee is one of the most powerful (and overlooked) efficiency metrics.• Growth at all costs can bankrupt you—clarity and profitability must scale together.Remember: It’s not what you make—it’s what you keep.

Visit https://www.pamjordan.com to schedule a call with our team.✖️✖️✖️In this episode of Pivot to Profit, Pam Jordan sits down with Braydon Barrett—founder of Look Like You Lift, high-performance fitness coach, and entrepreneur who turned a near-collapse into a comeback.After explosive growth left his company bloated and unprofitable, Braydon made a bold move: slashing $250,000 in annual expenses with AI and rebuilding a lean, high-margin business model. Today, with just two employees, his business is more profitable than ever—and he’s proving that smart systems, decisive leadership, and financial clarity are the real flex.Pam and Braydon unpack:• The hiring and software mistakes that drained his profits• How AI replaced $250K worth of overhead and inefficiency• The KPIs every entrepreneur must track to stay lean and profitable• Why identity—not just strategy—determines whether clients succeed• How Braydon’s mindset shift turned him into a numbers-driven CEO• The bold pivot to serving affluent clients and scaling with intentionIf you’ve ever wondered whether cutting back could actually take you further, this episode is a masterclass in scaling smarter, not bigger.Listen now to learn how to trim the bloat, take control of your numbers, and build a business that’s both sustainable and wildly profitable.✖️✖️✖️Meet the Experts:Pam Jordan is the CEO of Pivot Business Group, helping entrepreneurs understand their numbers, increase profits, reduce taxes, and build long-term wealth through financial clarity.Braydon Barrett is the founder of Look Like You Lift, a high-performance coaching company helping high-achieving men transform their bodies—and their lives—through strength, identity shifts, and systems that last.Connect with Braydon:@looklikeyoulift | looklikeyoulift.com✖️✖️✖️Recommended Videos:– Rebuilding After Burnout w/ Dave Zaron: https://youtu.be/ocp3NBDuqtg– Cutting Costs Without Killing Growth: https://youtu.be/92rFF2-hQXo– Designing a Profitable Business Model: https://youtu.be/wXw8w72PpHI✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/✖️✖️✖️Key Takeaways from This Episode:• AI isn’t the future—it’s the profit-saving present.• Cutting expenses doesn’t mean shrinking—it means scaling smarter.• Identity drives results: in fitness, business, and leadership.• Numbers don’t lie—clarity creates confidence and profitability.• Profit > size: A lean, focused business beats bloated growth every time.Remember: It’s not what you make—it’s what you keep.

Visit https://www.pamjordan.com to schedule a call with our team.✖️✖️✖️In this episode of Pivot to Profit, Pam Jordan sits down with Jhana Li—operations strategist and founder of Spyglass Ops—for a masterclass on turning operational chaos into higher profit margins, reclaimed time, and scalable growth.Jhana’s path to entrepreneurship was anything but typical. While traveling the Americas in a van, she served as COO for a digital agency—an unconventional role that revealed her knack for operational excellence and the power of systems to unlock growth. Since then, she’s led ops for multiple startups, consulted for 50+ businesses, and coached hundreds more before launching Spyglass Ops.Pam and Jhana dive into:• The costly mistake of “solving” ops problems by over-hiring• How to boost revenue per employee without adding payroll bloat• Time audits that reveal millions in lost revenue potential for CEOs• Building a business that runs smoothly without constant firefighting• Why money is neutral—and how to let it flow without guilt• The mindset shift that helped Jhana raise her prices 10x in one yearIf you’re tired of profit leaks, endless bottlenecks, and wearing every hat, this conversation will help you build lean, high-performing operations that scale profit—not just revenue.✖️✖️✖️Meet the Experts:Pam Jordan is the CEO of Pivot Business Group, helping entrepreneurs understand their numbers, increase profits, reduce taxes, and build long-term wealth through financial clarity.Jhana Li is the founder of Spyglass Ops, where she helps founders tighten systems, train teams, and scale profitably by eliminating inefficiencies—especially in labor costs. She’s led operations for startups, consulted for dozens of companies, and coached hundreds of entrepreneurs worldwide.Connect with Jhana:spyglassops.comwww.linkedin.com/in/jhana-liwww.instagram.com/thejhanaliwww.youtube.com/@theJhanaLi✖️✖️✖️Recommended Videos:– How to Build a Business Without Sacrificing Well-Being: https://www.youtube.com/watch?v=ocp3NBDuqtg– Own Your Organizational Culture: https://youtu.be/92rFF2-hQXo– Rebuilding After Burnout: Systems, Ownership & Peace: https://www.youtube.com/watch?v=qAnjJCc1e1I✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/✖️✖️✖️Key Takeaways from This Episode:• Hiring more people won’t fix broken processes—it just hides them.• Boosting revenue per employee is the fastest path to higher margins.• High-value CEOs stuck in low-value work are leaving millions on the table.• Smooth operations mean fewer fires, happier clients, and sustainable growth.• Pricing should match the value you deliver—don’t undercharge out of fear.• Profit is a choice. Build systems that protect it. Remember: It’s not what you make—it’s what you keep.

Visit https://www.pamjordan.com to schedule a call with our team.✖️✖️✖️In this episode of Pivot to Profit, Pam Jordan sits down with Jeff Sands, Marine Corps veteran, serial entrepreneur, investor, and co-founder of Glow Natural Wellness and Glow Investment Group for an inspiring look at turning scarcity into sustainable, purpose-driven wealth.From a single-parent household in Vermont to leading troops in Iraq, Jeff’s early life taught him resilience, discipline, and the value of starting over. After leaving the corporate world—frustrated by its misaligned values—he and his wife, Michelle, embraced a nomadic life through Costa Rica, Mexico, and Nicaragua. That freedom gave them the confidence to launch Glow Natural Wellness, bootstrapping through years of struggle until the breakthrough niche of virtual hormone replacement therapy for women propelled the company to back-to-back Inc. 5000 honors and a 55-person team.With Glow thriving under Michelle’s leadership, Jeff now focuses on Glow Investment Group, where he acquires and optimizes profitable, values-aligned businesses, particularly in health and wellness. His approach blends operational improvements, cross-promotion, and strategic use of other people’s capital to drive impact and profitability.Pam and Jeff explore:• How growing up with a scarcity mindset shaped his views on money and risk• The transition from Marine Corps officer to entrepreneur and why integrity matters more than titles• Building a company around passion, service, and an underserved market for exponential growth• Why “other people’s capital” is a powerful tool for scaling without overleveraging yourself• Turning profit into impact—from supporting global entrepreneurs to funding charitable projects in Peru• The systems and leadership shifts that free you from the operator’s seat so you can focus on high-value growthIf you want to build a profitable business that aligns with your values, creates freedom, and fuels lasting impact, this episode is your playbook.✖️✖️✖️Meet the Experts:Pam Jordan is the CEO of Pivot Business Group, helping entrepreneurs understand their numbers, increase profits, reduce taxes, and build long-term wealth through financial clarity.Jeff Sands is a Marine Corps veteran, serial entrepreneur, investor, and co-founder of Glow Natural Wellness and Glow Investment Group. He specializes in acquiring and scaling values-driven businesses in the health and wellness space while creating wealth that fuels global impact.Connect with Jeff:@glownaturalwellness | glownaturalwellness.com✖️✖️✖️ Recommended Videos: – Designing a Business That Honors Your Life: https://www.youtube.com/watch?v=wXw8w72PpHI –From Scarcity Mindset to Running a Multi-Million-Dollar Firm: https://www.youtube.com/watch?v=RV0-AS8iMKQ&t=1s –Radical Self-Acceptance for High Achievers: https://www.youtube.com/watch?v=L-JUhvkdV78 ✖️✖️✖️Want More Financial Clarity?YouTube: https://www.youtube.com/@pamjordancfoLinkedIn: https://www.linkedin.com/in/pamjordanInstagram: https://www.instagram.com/pamjordancfo/Facebook: https://www.facebook.com/PamjordanCFO/✖️✖️✖️Key Takeaways from This Episode:• Scarcity can fuel discipline—but purpose drives sustainable success• Bootstrapping through hard years often precedes exponential growth• The right niche can transform a struggling business into a market leader• Profitable businesses can—and should—be built around values and impact• Scaling with other people’s capital reduces personal risk and accelerates growth• Systems and leadership allow you to step back from operations and focus on visionPurpose and profit aren’t enemies—when aligned, they create legacy.

Visit https://www.pamjordan.com to schedule a call with our team.✖️✖️✖️In this episode of Pivot to Profit, Pam Jordan sits down with Justin Maxwell—partner at Big Life Financial, fractional family office leader, and advocate for building wealth that lasts for generations. Justin shares his powerful journey from teenage landscaping gigs (and the money myths they carried) to becoming a trusted advisor for entrepreneurs who want both profit and peace.They dig into the truth behind financial independence for business owners—why betting everything on a “big exit” is a dangerous gamble, and how to start building a safety net of cash reserves, alternative investments, and tax-savvy strategies now.Pam and Justin explore:–Breaking free from limiting money beliefs and redefining what “wealth” means for your family– Why most founders need to “take chips off the table” long before they think they do–Profit vs. growth: when to prioritize one over the other for sustainable success–The mindset shift from operator → CEO → owner-investor–Justin’s vision for a 150-year family legacy rooted in values, education, and stewardship of wealth–How integrating faith, traditions, and financial literacy can transform the next generation into wise wealth builders, not consumersThis conversation is a must-listen for entrepreneurs stuck in the “golden cage” of business ownership—ready to create not just a livelihood, but a legacy.✖️✖️✖️Meet the Experts:Pam Jordan is the CEO of Pivot Business Group, helping entrepreneurs understand their numbers, increase profits, reduce taxes, and build wealth through strategic financial planning.Justin D. Maxwell is a partner at Big Life Financial, specializing in advanced tax strategy, wealth protection, and exit planning. He helps business owners keep more of what they earn, scale profitably, and create lasting generational impact.Connect with Justin:Instagram: @justin_d_maxwellLinkedIn: Justin Maxwell✖️✖️✖️Recommended Videos:If you liked this episode, you'll love these videos:– How to Put Your Kids on Payroll and Save Thousands in Taxes: https://youtu.be/Y1mvyHCnFWY?si=hR-Gh6VOZ6d63imE– Mistakes Families Make When Trying to Build Generational Wealth: https://youtu.be/ECTeVU2sUq0?si=X7K5HK3J5ZFZly1W– The Profit First Method: How to Pay Yourself and Save Taxes: https://youtu.be/SC5pY0AxVPA?si=PDHdKNECj6ITwbT6✖️✖️✖️Key Takeaways from This Episode:–Don’t wait for the “perfect time” to diversify wealth—start removing risk from your business early.– Profit beats unchecked growth when building stability and freedom.– Your business is an investment, not your entire identity or net worth.–Generational wealth requires more than money—it needs vision, values, and intentional planning.– Legacy planning starts now, not someday.Remember: It’s not what you make—it’s what you keep. (And wealth without freedom isn’t wealth.)