The Smooth Operator Podcast

Episode 057: Financial planning with Diane Mayor

An episode of The Smooth Operator Podcast

By Alyson Caffrey
The Smooth Operator Podcast is one operator's take on business, personal life and entrepreneurship. The average business owner's professional and personal lives are so closely intertwined that they must pay attention to little the details that separate them from the average. Hey my Name is Alyson Caffrey... I sit (and have sat) in the COO seat for several six and seven-figure businesses. Follow along with me while we dive into what separates average business owners from the amazing ones and what that means for you in your daily life.
More places to listen

More places to listen

Episode 058: An impromptu question from my mother
Today I pace in my backyard and think about something my mom asked me during our coffee chat. See you inside. To get Seth Godin's book, Leap First, head here: https://seths.blog/2015/02/leap-first-is-now-available/
04:42
June 14, 2019
Episode 057: Financial planning with Diane Mayor
Today on the podcast, we have a special guest-- Diane Mayor! Diane Mayor helps entrepreneurs lifeproof their businesses with strategic planning you’ll actually want to follow through on. With over a decade of experience in corporate investment banking, Diane knows exactly how small businesses should project, protect and crush their wildly ambitious financial goals. Diane has presented on planning alongside online marketing giants like Amy Porterfield and James Wedmore.  In her spare time, Diane is passionate about travel, live events, coffee, Converse and spreadsheets - though not always in that order.  Join us today as we talk about entrepreneurial financial planning and how to get a better handle on your numbers!   Head over to: www.dianemayor.com/operationssimplified to snag her template and share with us what you would do with your 'lifeboat' months :)
27:48
June 7, 2019
Episode 056: What needs to be true?
Today on the podcast, I chat about my favorite question to ask myself at the end of the week and how it can help you define 'what's next.' See you inside!
09:09
May 31, 2019
Episode 055: How to tackle process handoff
Today on the podcast, we discuss process handoff and how to ensure that you build in the structure for quality control. Oh, and we mention chicken sandwiches a lot... like a whole lot.  See you inside!
13:45
May 29, 2019
Episode 054: Takeaways from an NYC event
Today on the show, I chat about my top takeaways from Unfair Advantage Live! How the project went, what my biggest takeaways were and how that can apply to your service business. See you inside!
19:29
May 28, 2019
Episode 053: Schedules vs deadlines
Today on the podcast I unpack the benefits of having scheduled projects vs deadline driven projects and the effects schedules have on your team culture, your project budget and the success of your projects as a whole. See you inside! To learn more about how you can implement scheduled workflows into your business head to operationsagency.com/class :) 
10:04
April 29, 2019
Episode 052: 3 Takeaways from Hiking Zion National Park
Today on the podcast I'll discuss my three takeaways from hiking 50 miles in 4 days. I'll see you inside! For more on how we help our clients grow their capacity and operate simply, head to operationsagency.com/class
11:15
April 26, 2019
Episode 051: On writing process best practices
Today on the podcast, I'm back with our CEO, Kelly, to chat about two really important things to keep in mind before you even think about writing a process.  See you inside!
13:02
April 12, 2019
Episode 049: On comparison and how to combat negativity
Today on the podcast I chat about comparison and how you can structure a new relationship (with a new hire or a new ops person) to get the best results possible. I'll see you inside! Watch my free training: http://operationsagency.com/class
09:41
April 10, 2019
Episode 050: On discipline with Cody Burch
Today on the podcast to celebrate 50 episodes, I sit down with Cody Burch, founder of Red Anchor Marketing and One Hour Funnel to chat about discipline and his amazing gift of showing up even when the going gets rough. Cody's agency and coaching practices help entrepreneurs take back control of their marketing and build funnels faster.  Right now, Cody is probably sipping a home-made espresso and cranking out work while blasting Andy Mineo from his Marshall speaker. He currently resides in beautiful Colorado Springs with his lovely wife, Christy, and three sons; Jacob, Luke and Ben.  Cody's book, The One Hour Funnel, unpacks the step-by-step system he uses to build funnels in an hour or less.  Go snag Cody's book for free: https://www.onehourfunnelbook.com/ Cody's event, One Hour Funnel Live, is an intimate gathering of marketers who want a clear marketing strategy and a proven path to get it done. Attend Cody's event in June 2019: https://www.onehourfunnellive.com/ Message me about future guests:  fb.me/operationsagency
33:54
April 8, 2019
Episode 048: Consistency, clarity and growing
Today on the podcast I chat about how running has effected my life and business and the three things you can include when deciding to implement something into your daily workflow.  Also a quick invitation at the end to help you with the operational problems that have been weighing on you. See you inside! Send me a message:  fb.me/operationsagency  Check out our free training: http://operationsagency.com/class
10:45
April 5, 2019
Episode 047: March in review
In this episode, I break down what worked and what didn't for me in the March.  How it's been transitioning from ONLY client work to juggling sales calls and how nice it is to spend three FULL weeks at home if you're an 'on the road' entrepreneur.  See you inside!
10:03
April 3, 2019
Episode 046: I just bought something from a door-to-door salesperson
Today I bought something from a door-to-door salesperson... here's why.
08:20
March 15, 2019
Episode 045: An operator's thoughts on sales and how to approach something you don't 'like' doing
Today on the episode I unpack the three things you can do to help approach something you don't like doing in your business and how to be ready to get it off your plate as soon as possible. 
07:19
March 13, 2019
Episode 044: On agreements
Today on the podcast, I chat about how important agreements are in my life and how you can create agreements in your life, with your team and with your business to yield incredible results. See you inside! To learn more about how we help our clients structure operating agreements with their businesses, check out operationsagency.com/class
13:09
March 11, 2019
Episode 043: The fear of not being liked
Today on the podcast, I talk a bit about important it was to me to be liked and why that could be holding you back from working with the right clients and hiring the right coaches.  See you inside! To learn more about how we help folks streamline their operations head to operationsagency.com/class
09:19
March 8, 2019
Episode 042: Hiring best practices
Today on the podcast, I'm back with Kelly, our amazing CEO, to chat about some do's and don't around hiring.  Let's set you up for success bringing a new team member on!  See you inside! If you want to learn more about how you can avoid the dangers of making the wrong hire, head to operationsagency.com/class
19:37
March 6, 2019
Episode 041: February in review
Today on the podcast, I unpack some February goals and chat a bit about what pivots I made and why.  See you inside!
07:33
March 4, 2019
Episode 040: What to fall back on when you face uncertainty
Today on the podcast I unpack what I fall back on when things aren't going as I expect.  See you inside! If you want to learn what you can implement into your business to create structure and handle growth, head to operationsagency.com/class
07:18
March 1, 2019
Episode 039: Doing what you're good at
Today on the podcast I chat about doing only what you're good at and how that can be dangerous to developing new skills and serving your clients.  See you inside! For expertise on how to structure your business to handle growth head over to operationsagency.com/class for a free training!
07:38
February 27, 2019
Episode 038: 'FOMO' and FOCUS
Today on the podcast we'll talk a little bit about attending live events, introducing new ideas and how to combat 'FOMO' with FOCUS.  See you inside!
09:13
February 25, 2019
Episode 037: Takeaways from a recent mastermind
Today on the podcast, I'm going to chat about three takeaways from a recent mastermind meeting in Florida. See you inside! To learn more about Yuri and Healthpreneur™ head to healthpreneurgroup.com !
12:51
February 22, 2019
Episode 036: Tracking and lip liner
Today on the podcast I'm going to chat about the benefits of tracking and a recent lip liner search.  See you inside! If you'd like to learn more about how we help companies use tracking to scale their business head to operationsagency.com/class !
09:10
February 20, 2019
Episode 035: That time I was part of a Guinness World Record
Today on the podcast I share a story about the time I was part of a Guinness world record and how some things I noticed can help when developing processes.  See you inside!
05:48
February 15, 2019
Episode 034: How to structure creativity
Today on the podcast, I'll chat about how even the most creative and innovative pioneers need structure to allow them to achieve their vision! I'll see you inside! To learn more about our method and to dive deeper into the things I talk about on this episode, head to operationsagency.com/class.
10:31
February 13, 2019
Episode 033: Your wardrobe and your processes
Today we chat about how creating processes is much like creating a killer wardrobe!  I'll see you inside! To learn more about our process for how we help entrepreneurs get out of the weeds and above their business head to operationsagency.com/class
13:59
February 9, 2019
Episode 032: Onlookers and Action takers
Today on the podcast I chat about a recent airport experience I had and how to approach your processes if someone or something gets stuck. See you inside!
10:17
February 8, 2019
Episode 031: What to do when you don't hit your goals
Today on the podcast, I get real about not hitting my January revenue goals and share the three things I keep in mind when I don't hit my goals. See you inside!
08:42
February 6, 2019
Episode 030: Task management tactics
Today on the podcast I chat about the Productivity Planner by Intelligent Change and what it's taught me about task management. To get yours head here: https://www.intelligentchange.com/products/the-productivity-planner
10:29
February 4, 2019
Episode 029: The power of process in your product offerings
Today on the podcast, we chat about your process and how it informs the products/services you offer.  To learn more about how to implement simple operating elements into how you fulfill, head to operationsagency.com/training.  See you inside!
05:50
February 1, 2019
Episode 028: The Entrepreneur vs the Business Owner
Today on the podcast, I talk a little bit about what we believe to be the biggest distinction between entrepreneur and business owner.  If you want to learn more about how we implement simple operational elements, head over to operationsagency.com/training.  See you inside!
06:35
January 30, 2019
Episode 027: Communication tactics that cut through the noise
Today on the podcast we chat about operational communication tactics that can help avoid overwhelm.  I'll see you inside!
09:24
January 28, 2019
Episode 026. What I learned from launching my very first Facebook Ad
Today on the podcast, we chat about the three biggest things I learned after launching my very first Facebook Ad campaign just before the holidays.  I'll see you inside! Links: https://www.facebook.com/business/learn/facebook-ads-pixel
08:55
January 25, 2019
Episode 025. Choosing amazing partners
Today on the podcast, I'll unpack three really important things to look for in a business partner.   See you inside! Trainual: https://bit.ly/2TYH595 Wise Advise and Assist: https://wiseadviseteam.com/
06:09
January 23, 2019
Episode 024: The importance of writing things down
In this episode, we talk about the importance of writing things down.  How to leave a legacy in your personal life and in your business.  See you inside!
05:22
January 21, 2019
Episode 023. Quality and Quantity: A Mac and Cheese Story
Today on the podcast we discuss Mac and Cheese and how keeping quality and quantity consistent can help when developing process or products and services. See you inside!
07:51
January 18, 2019
Episode 022. What to do when your dog eats chocolate
Today on the podcast we chat about that time Lucy ate chocolate and why outliers are key indicators for how you are operating.  See you inside!
08:59
January 16, 2019
Episode 021: Contingency Plans
Today on the podcast we discuss the importance of contingency plans and how maybe being a bit pessimistic can save you time and money. See you inside!
07:59
January 14, 2019
Episode 020. Preparing to accelerate
Today on the podcast, I'm back from a holiday hiatus with some tips on how you can prepare for acceleration in 2019.  See you inside!
07:16
January 11, 2019
Episode 019. An interview with G the Shep about the Music Process
In this episode I interview my buddy Grayson about his music process and what it's like 'leveling up' at a music studio. I'll see you inside.
09:06
December 16, 2018
Episode 018. Operations and planting trees
Today on the podcast, I chat about my experience planting trees in our backyard and how it made me think about operations. See you inside!
07:22
December 14, 2018
Episode 017. Corporate vs. Online Operations
Today on the podcast I'm back with our CEO, Kelly Kannett, to chat about corporate operations vs online operations and what ALL operating elements need to have to be successful. See you inside!
10:12
December 12, 2018
Episode ___ Explicit vs clean content
Today on the podcast, Kelly and I christen the show with our first f-bomb and talk about why we chose the explicit tag over the clean one. See you inside!
03:40
December 8, 2018
Episode 016. Finishing things and some wisdom from my father-in-law
Today on the podcast, I chat about our home renovations and probably some of the best advice I've ever gotten, but didn't heed. See you inside!
05:31
December 8, 2018
Episode 015. Love language and oil changes
Today on the podcast I unpack my results from the 5 love languages test and how 'acts of service' preserve the relationships you have in your life. See you inside!
05:36
December 6, 2018
Episode 014. Why not all founders are CEO's
Today on the podcast, I invited a very special guest to tease out some controversial content. CEO of Operations Agency, Kelly Kannett, and I discuss my realizations about bringing on a business partner versus just hiring someone to help me. Kelly and I break down the mindset and data behind why not all 'Founders' are 'CEO's'. See you inside!
17:10
December 5, 2018
Episode 013. A principle from The Office’s Dwight Shrute
In this episode I talk about being useful and how we can learn a thing or two from Dwight Shrute.
04:17
December 2, 2018
Episode 012. Thoughts on off-boarding
Today on the podcast we discuss the importance of off-boarding. Everyone talks about on-boarding, but it's JUST as important to have a really clear off-boarding process when working with your clients.
06:14
December 2, 2018
Episode 011. On routines and decision fatigue
In this episode, you'll hear my bleeding heart on decision fatigue and how to remedy that using a really awesome routine.
13:30
December 1, 2018
Episode 010. Why choosing systems is all about your preferences
Today on the podcast we talk about 'putting a ring on it' and choosing systems that line up with your preferences. See you inside!
07:10
November 30, 2018
Episode 009. When to operate...
Today we look at the three key indicators that your operations may be a little off. I chatted with my CEO, Kelly, yesterday and we decided that these are the items to pay attention to. See you inside!
05:20
November 28, 2018
Episode 008. Keep your knees up
Today on the podcast we talk about how focusing on one thing can be more effective than focusing on EVERYTHING all at once.
04:43
November 28, 2018
Episode 007. Your comedy routine
Today on the podcast we talk about trying your new comedy routines on trusted sources... see you inside!
02:47
November 28, 2018
Episode 006. Objects in motion stay in motion
Today on the podcast, I discuss one major takeaway I had from reading Jeff Haden's 'Motivation Myth' and why productive resting has changed my work day.
05:50
November 27, 2018
Episode 005. DISRUPTION: the good, the bad, the ugly
Today on the podcast we talk about the buzz word 'disruption' and what it could mean for you!
05:52
November 27, 2018
Episode 004. Generalist vs. Specialist
In this episode, I riff on why 'generalist' and 'specialist' are not mutually exclusive...
05:06
November 26, 2018
Episode 003. Unique process and chili contests
On this episode of the podcast, I share my insights after losing a chili contest and what that has to do with the uniqueness of your processes.
05:05
November 26, 2018
Episode 002. Why your processes aren't being run
Today on the podcast we talk about why your processes aren't being run and the three things you can do to ensure you're implementing your processes to the best of their ability.
03:53
November 26, 2018
Episode 001. Who I am and why I operate
Getting to know me a little better, why I love operations and how it shows people that you care.
07:39
October 25, 2018
Episode 000: Welcome to the Smooth Operator Podcast
Welcome to the Smooth Operator Podcast with your host and Operator, Alyson Caffrey
00:44
October 25, 2018
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