Visit pamjordan.com to schedule a call with our team.
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In this episode of Pivot to Profit, Pam Jordan welcomes visionary marketer and internal communications expert Suzanne Scarano—founder of Forethought and creator of the renowned “magic session” process. With nearly three decades of experience in brand development and strategic marketing, Suzanne shares her entrepreneurial journey from early lessons in resilience and smart money management (inspired by her immigrant family and a career that began at Publix and in banking) to building a modern, virtual agency before “remote work” was mainstream.
Pam and Suzanne dive into:
– Why owning your organization’s culture is non-negotiable—and what happens when you let someone else write it for you
– The critical role of actionable, truly meaningful core values (ditch “integrity” for “do the right thing, even when no one’s looking”) for engaging teams, hiring, and inspiring performance
– How internal communications—often ignored—drive retention, morale, and bottom-line profit, with client case studies showing up to 94% engagement and tangible results (from new council signups to decreased turnover)
– The evolution from running endless, backward-looking financial reports to leveraging leading indicators, projections, and weekly KPIs, with EOS-driven discipline for agile, forward-focused decision-making
– Building a virtual agency for client convenience and work-life balance long before the pandemic—and why structured accountability trumps hours at the office
– How financial strategy shifts as you grow: from exhaustive spreadsheet tracking to clear, fast feedback loops and having trusted people in key finance roles
– A sneak peek at Forethought’s next offering—democratizing cutting-edge internal comms and magic sessions for smaller organizations
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💡 Meet the Experts:
– Pam Jordan is the CEO of Pivot Business Group, helping entrepreneurs understand their numbers, increase profits, reduce taxes, and grow wealth through strategic financial planning.
– Suzanne Scarano is founder and CEO of Forethought, a marketing and communications consulting firm specializing in internal communications, alignment, and brand-building for essential industries.
Connect with Suzanne:
https://forethoughtmarketing.com/
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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://www.youtube.com/watch?v=Y1mvyHCnFWY
– How To Hire Your Kids To Immediately Reduce Your Taxes! (Step by Step): https://www.youtube.com/watch?v=6nKN_AD21kQ
– $15000 IRS Loophole for Parents (Legal But Nobody Does It): https://www.youtube.com/watch?v=iardyOuyxxo
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Want More Financial Clarity?
– YouTube: https://www.youtube.com/@pamjordancfo?sub_confirmation=1
– LinkedIn: https://www.linkedin.com/in/pamjordan
– Instagram: https://www.instagram.com/pamjordancfo/
– Facebook: https://www.facebook.com/PamjordanCFO/
Wondering how to align your team and culture for higher engagement and profit—or which numbers will help you see what’s coming, not just what happened? Let us know what you’d like to explore next!
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Key Takeaways from This Episode:
– Your culture and core values are your competitive advantage: Don’t let others define them. Make them actionable, real, and specific.
– Internal communication is profit power: Direct impact on retention, engagement, and operational costs—don’t overlook it.
– Actionable, relevant KPIs and forward-focused projections drive growth: Stop obsessing over only lagging indicators; weekly tracking, transparency, and leading metrics enable course correction before you’re in trouble.
– Magic sessions align organizations at every level: Bringing every stakeholder into the conversation early creates buy-in, faster execution, and better outcomes for any communication or marketing initiative.
– Financial freedom is about more than money: It’s about maximizing your life’s quality—so you can attend school events, celebrate with family, and build a company that enables, not restricts, your dreams.
– Relationship and gratitude fuel success: Celebrate wins, pay yourself first, and remember to build trusted teams—both on the finance and talent front.
Remember: It’s not what you make—it’s what you keep, and what you build for the people around you!
