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Showing episodes and shows of
HaloPSA And Scalable
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All Things MSP
TRUST BUT VERIFY: The MSP Lesson on Documentation, API Keys, and Auditing | EP135
This week, hosts Justin Esgar and Eric Anthony pull back the curtain on a recent crisis within Justin's company that highlights a universal MSP challenge: the dangerous intersection of trust, poor documentation, and automated billing.Justin shares a raw, real-time story about discovering that custom API calls, built by a former programmer to connect HaloPSA with third-party resellers, had failed to update for months. This led to the company being shorted $60–$70 per month on a single customer — a problem likely compounding across multiple clients.The hosts dive deep into the operational fallout: spending three hours trying to l...
2025-10-21
38 min
MSP Heroes Podcast by Growth Generators
MSP Tools 101: What a PSA Is and Why You Need One
Running an MSP is tough when you’re juggling tickets, emails, projects, billing, and client communication across different tools. That’s where a PSA, Professional Services Automation software, comes in. In this video, I break down exactly what a PSA is, why every new MSP owner needs one, and how it can help you stay organized, bill accurately, and scale your business without the chaos. You’ll learn the key benefits of using a PSA, the warning signs that it’s time to get one, and a quick look at beginner-friendly PSA options like Atera, SuperOps, HaloPSA, Syncro, and more. Wh...
2025-10-21
19 min
Uncle Marv's IT Business Podcast (Real Talk for IT Pros & MSPs)
MSP Spotlight: Tech Brews LLC (EP 907)
This episode explores the journey of Kevin Dutkiewicz launching Tech Brews, his approach to serving underserved small businesses, the struggles with business administration, and the philosophy of running a modern MSP without the typical minimums. Uncle Marv and Kevin debate the realities of break-fix models, Trunk Slammer myths, and community-driven solutions. Listeners gain insight into tech stacks, vendor management, legacy client support, and why being active in groups like MSP Geek is vital for IT pros. Geek out with discussions on home automation, Code Mash, and what truly helps an MSP succeed in today’s dynamic market.Ac...
2025-10-01
45 min
Uncle Marv's IT Business Podcast (Real Talk for IT Pros & MSPs)
Starting an MSP in 2025 (EP 897)
Matt Mulcahy shares the blueprint for launching MSP Cyber in 2025. We cover what it really costs, what tools matter, where MSPs are going wrong with value, and why combining IT with digital marketing is a game-changer.Why Listen:Learn the real startup costs of an MSP todayWhy Miami’s IT market is still wide openShifting value away from just help desk servicesHow CRMs beat PSAs for real business growthBalancing fixed projects with managed clientsPractical EOS planning for growthScaling smart while avoiding tool sprawlCompanies, Products, Books Mentioned:Ubiquity: https://ui.comWindstream/Unity: https://www.wi...
2025-08-29
58 min
Uncle Marv's IT Business Podcast (Real Talk for IT Pros & MSPs)
Mizo: Revolutionizing MSP Workflows (EP 889)
Join me as I chat with Nat about the transition from managed services to building an AI-driven solution for ticket management and documentation. Nat shares candid insights from the PitchIT bootcamp, talks integrations with IT Glue and other platforms, and reveals their vision for empowering techs and boosting MSP margins. Whether it’s learning how AI can augment your team or understanding the future of project work in the MSP ecosystem, you’ll get actionable advice and plenty of laughs along the way.List of Companies, Products, and BooksWebsite: https://mizo.techConnectWise: https://www.connectwise.comH...
2025-08-08
19 min
Uncle Marv's IT Business Podcast (Real Talk for IT Pros & MSPs)
SonicWall Unplugged: MRR and No-Commit Contracts (EP 882)
Uncle Marv hosts SonicWall’s finest—Lisa Compton and Julian Agapitos—for a packed roundtable all about the latest in firewall tech, MSP best practices, and business flexibility. We cover the move from Gen 6.5 to Gen 7 (and 8!), the new $99 TZ80 firewall, and how SonicWall’s cyber insurance and warranty options stack up. The conversation brings out hard truths about contracts, vendor transparency, SASE, ZTNA, and the magic of single-pane-of-glass management via the new Sonic Platform. This one’s a ride: from serious product talk to playful banter about channel events and network pets, you’ll get the full MSP experience.
2025-07-24
57 min
Uncle Marv's IT Business Podcast (Real Talk for IT Pros & MSPs)
xAmplify: MSP Growth Engine (EP 860)
Ever wonder how top MSPs break through the noise and get deals done? Dmitrius Garcia, president and co-founder of XAmplify, joins Uncle Marv to share the company’s journey from product-centric to service-first. Learn how XAmplify’s AI agent and analytics platform are helping MSPs turn complex jargon into clear value propositions, track every campaign, and build stronger relationships with vendors—all while boosting their close rates. Why Listen:Learn how to shift from technician to business leader by asking the right questions and building relationships.Discover the power of data-driven decisions and how analytics can boost c...
2025-07-01
24 min
Uncle Marv's IT Business Podcast (Real Talk for IT Pros & MSPs)
Browser Security: Why MSPs Need It (EP 844)
Ever wonder how to secure remote access without costly VPNs? DefensX’s new ZTNA product is designed for MSPs and enterprises, offering granular control and flexible deployment. Dave Maik explains why their approach is different—and why MSPs are raving about the ability to mix and match features to fit client needs. Why Listen:Hear the story behind DefensX’s Innovator Vendor of the Year awardExplore new ZTNA and browser security featuresLearn how DefensX supports MSPs with easy, flexible integrationsGain actionable advice for protecting against AI and browser-based attacksGet inspired by real-world success stories from the MSP com...
2025-06-19
14 min
Uncle Marv's IT Business Podcast (Real Talk for IT Pros & MSPs)
Syncro XMM: MSP’s Secret Weapon (EP 828)
Uncle Marv welcomes Syncro’s CEO Michael George and Chief Product Officer Dee Zepf for an in-depth conversation about the all-new XMM platform. Listeners get an insider’s look at how Syncro is addressing the biggest pain points for MSPs—integrating Microsoft 365 management, automating security baselines, and streamlining workflows within a single pane of glass. Michael and Dee share their journey from Continuum to Syncro, the risks and rewards of betting big on innovation, and how their partner-first approach is reshaping the MSP landscape.Key topics include Syncro’s unique per-technician pricing, the impact of private equity on MSP t...
2025-05-28
48 min
scaleUP with HaloPSA and Scalable
From Burnout to 25 Leads a Month: The YouTube Strategy That Transformed an MSP | with the Bearded 365 Guy
In this episode of Scale Up, Darren Strong and Mit Patel sit down with Jonathan Edwards, better known as The Bearded 365 Guy - to unpack how he went from MSP burnout to building a global lead-generating machine.Jonathan shares the raw, behind-the-scenes story of his transformation. After 15 years of running a small MSP and feeling stuck, he reignited a forgotten passion for video, committed to a simple but powerful strategy, and built a channel that now brings in 25+ high-quality inbound leads every month - from all over the world.But this isn’t just about YouTube. It’s about find...
2025-05-09
47 min
scaleUP with HaloPSA and Scalable
Boost MSP Revenue with Targeted Marketing Strategies featuring Steph Hackney
In this episode of the ScaleUP Podcast, Darren Strong and Mit Patel are joined by Steph Hackney, Channel Marketing Manager at OpenText to explore marketing strategies for MSPs.Many MSPs rely on word-of-mouth but lack a structured marketing strategy. Steph shares practical insights on developing a plan, defining target audiences, and creating consistent, long-term marketing efforts that drive real business growth.Key Takeaways:• Where to start with MSP marketing• The power of vertical marketing for targeted success• Budget allocation – balancing online and offline strategies• How events and networking bui...
2025-02-12
32 min
SMB Community Podcast
MSPs and the Evolving Tech Environment: Reselling Hardware & Software
In this episode of the SMB Community Podcast, hosts Amy and James discuss the dynamics of reselling computer hardware and software for MSPs, emphasizing the importance of building trust with clients. They highlight recent changes in market leadership among PSA and RMM tools, with Kaseya overtaking ConnectWise. The conversation also covers major developments in the tech industry, such as the proliferation of data centers and chip manufacturing to support AI growth. Additionally, Amy announces a new class aimed at helping MSPs add AI management and security services to their offerings, underscoring the significant business opportunities in AI management.
2025-01-30
31 min
SMB Community Podcast
MSPs and the Evolving Tech Environment: Reselling Hardware & Software
In this episode of the SMB Community Podcast, hosts Amy and James discuss the dynamics of reselling computer hardware and software for MSPs, emphasizing the importance of building trust with clients. They highlight recent changes in market leadership among PSA and RMM tools, with Kaseya overtaking ConnectWise. The conversation also covers major developments in the tech industry, such as the proliferation of data centers and chip manufacturing to support AI growth. Additionally, Amy announces a new class aimed at helping MSPs add AI management and security services to their offerings, underscoring the significant business opportunities in AI management.
2025-01-30
31 min
Uncle Marv's IT Business Podcast (Real Talk for IT Pros & MSPs)
760 Revolutionizing MSP Communications with bvoip
In this engaging episode of the IT Business Podcast, Uncle Marv sits down with George Bardissi, founder of bvoip and MSP Initiative. George opens up about his transition from running an MSP to creating a VoIP solution specifically designed for IT service providers. He discusses the challenges of balancing multiple ventures and the importance of valuing one's time in the MSP world. George explains how bvoip's OneStream platform integrates deeply with popular PSA and ticketing systems, automating call logging and enhancing customer service for MSPs. He shares insights on why many MSPs hesitate to resell VoIP services a...
2025-01-24
48 min
scaleUP with HaloPSA and Scalable
Consistency, Community and Growth: Proven Sales Strategies for MSPs with Tracie Orisko from Huntress
In this podcast, Tracie Orisko from Huntress, Darren from Scalable and Tim from HaloPSA discuss effective sales strategies for MSPs. Tracie highlights the importance of community and consistency in sales, emphasising her role in “surprise and delight” for partners and building seamless entry points for MSPs. She recounts her accidental start in the MSP space, transitioning from cold-calling to founding Managed Sales Pros, which grew into a top lead generation engine before integrating with Huntress. The discussion focuses on overcoming challenges small MSPs face when building a sales engine. Tracie underscores the need for consistency, stating that it...
2025-01-08
36 min
SMB Community Podcast
Year-End Marketing: What Are Some Good End of Year Campaigns?
Now nearly halfway into December, James and Amy return to discuss Q4 marketing plans and recent headlines in the news. --- 1.) MSP Question of the week: What are some good marketing campaigns to run at the end of the calendar year? --- 2.) Notes on the News a). Amazon Chip Supplier: As one of the top web server suppliers in the world (AWS), Amazon is capitalizing on a great market opportunity. b.) Paid Training for Cybersecurity: James and Amy both realize there is a big skills gap in our...
2024-12-12
32 min
SMB Community Podcast
Year-End Marketing: What Are Some Good End of Year Campaigns?
Now nearly halfway into December, James and Amy return to discuss Q4 marketing plans and recent headlines in the news. --- 1.) MSP Question of the week: What are some good marketing campaigns to run at the end of the calendar year? --- 2.) Notes on the News a). Amazon Chip Supplier: As one of the top web server suppliers in the world (AWS), Amazon is capitalizing on a great market opportunity. b.) Paid Training for Cybersecurity: James and Amy both realize there is a big skills gap in our...
2024-12-12
32 min
scaleUP with HaloPSA and Scalable
AI vs Automation: Cutting Through the Fog for MSPs
In this episode, Darren Strong, founder of Scalable and Mit Patel, founder, and former owner of London-based MSP, Netstar, sat down with and Morgan Aspinall, Head of Product at HaloPSA, to delve into the hot topic of AI versus automation and how you as an MSP can cut through the fog. The podcast explores the evolving role of artificial intelligence (AI) and automation in MSPs, emphasising their distinct capabilities and potential benefits. They highlight how AI, often mistaken for automation, is primarily a sophisticated tool for organising and analysing vast data, like an enhanced search engine. They contrast this with...
2024-12-11
40 min
Uncle Marv's IT Business Podcast (Real Talk for IT Pros & MSPs)
753 DNSFilter: Threat Detection 7 Days Faster
Uncle Marv sits down with Richie Wade, Manager of Sales Engineering at DNSFilter, to explore the cutting-edge world of DNS security. Richie shares insights on how DNSFilter is leveraging AI to detect threats up to 7 days faster than traditional methods, catching 70% of threats with their in-house solution. The conversation dives into DNSFilter's recent integrations with major PSAs like ConnectWise and Datto Autotask, aimed at streamlining workflows for MSPs. Richie explains how these integrations minimize administrative workload and improve billing accuracy. Uncle Marv and Richie also discuss the changing cybersecurity landscape, with Richie revealing a 14% increase in...
2024-12-09
29 min
scaleUP with HaloPSA and Scalable
The Game-Changing MSP Shift: Leveraging Your Tech Background to Lead Sales and Build a Pipeline
In this episode, Darren Strong, founder of Scalable and Mit Patel, founder, and former owner of London-based MSP, Netstar, sat down with Tim Barton-Wines, Chief Commercial Officer at Halo Service Solutions, to deep dive into the unique journey of transforming technical MSP founders into effective sales leaders. Many MSPs start as tech experts with a passion for IT solutions but lack the commercial drive to sell effectively. Our guests share insights on transitioning from a technical focus to a sales mindset, breaking down each step from finding prospects to securing loyal clients . Drawing from years of experience, Mit, D...
2024-11-07
54 min
The Halo Way
Inside Halo: How Do We Make Decisions? with Morgan Aspinall (HaloPSA)
Halo has now become the world’s first purebred unicorn, all whilst having it’s global HQ in Suffolk. In achieving this, hundreds of decisions have been made, but how do we go about this decision making? In this episode of The Halo Way podcast, we sit down with Morgan to discuss some hypothetical questions to show what decision making looks like here at Halo. 00:00 Intro 01:42 Is honesty more beneficial for the employer or the employee? 09:23 Is there room for people who just want to do their job and go home at Halo? 13:08 How far should democratic decision making go? ...
2024-10-24
26 min
scaleUP with HaloPSA and Scalable
Not Selling Out: The Secret to Halo's Success with Paul Hamilton
In this episode, Darren Strong, founder of Scalable and Mit Patel, founder, and former owner of London-based MSP, Netstar, sat down with and Paul Hamilton, CEO of Halo, to delve into the hot topic of mergers and acquisitions (M&A) in the managed service provider (MSP) market. With many MSPs considering selling their businesses, Paul shares his unconventional approach of focusing on long-term growth rather than selling. His philosophy revolves around creating lasting success by retaining full ownership and avoiding the pressure of short-term financial gains from M&A. Paul emphasises the importance of long-term thinking, explaining that Halo’s DNA is b...
2024-10-02
1h 02
The Halo Way
Hiring for Culture: The Secret to a World Class eNPS Score with Tim Bowers (HaloPSA)
In the first episode in this season of The Halo Way podcast, we sit down with Tim Bowers, head of our PSA product and a true cornerstone of Halo. Known for his constant presence in the Halo community, Tim shares how he balances it all. We dive into Halo’s culture, our approach to hiring, what drives Tim in life, and Tim thinks about what role he might play in a hunter-gatherer society. Get in touch: podcast@imaginehalo.com Connect with Tim: https://www.linkedin.com/in/halotimbowers/ Follow us on LinkedIn: https://www.linkedin.com/company/haloservicesolutions/ Apply to...
2024-08-15
32 min
scaleUP with HaloPSA and Scalable
Using KPIs to Propel MSP Growth
In this episode, Darren Strong, founder of Scalable, and Morgan Aspinall, Product Manager of HaloPSA, are joined by Mit Patel, founder, and former owner of London-based MSP, Netstar. The lively discussion focusses on the strategic use of data to drive business performance in Managed Service Providers. The conversation explores the importance of setting clear, long-term business objectives and utilising key performance indicators to monitor progress effectively. They emphasise the need for streamlined data dashboards that enhance decision-making capabilities across the organisation, stressing that KPIs should be manageable in number and tailored to individual and departmental roles to ens...
2024-08-06
33 min
scaleUP with HaloPSA and Scalable
The Hidden Costs of Bad Culture in MSPs
In this episode, Darren Strong, the Founder of Scalable sits down with Morgan Aspinall, the Product Manager of HaloPSA to explore the crucial role of culture in Managed Service Providers and how it directly impacts profitability. Darren shares how a positive culture that prioritises people can lead to happier clients and a more successful business. The right culture attracts the right customers, and passionate employees deliver exceptional service, boosting overall profitability. Morgan and Darren discuss the importance of being clear about your culture and values, hiring people who fit, and providing a robust onboarding process...
2024-07-03
34 min
scaleUP with HaloPSA and Scalable
Mit Patel: Revealing His Secrets to MSP Growth
In this episode, recorded at Halo House, Darren Strong, the Founder of Scalable sits down with Morgan Aspinall, the Product Manager of HaloPSA. They are joined by their guest, Mit Patel, founder, and former owner of London-based MSP, Netstar. Mit founded Netstar in 2002 at the age of 20, and successfully grew the business to become an industry leading MSP with a 60 strong team. Netstar experienced impressive growth, averaging around 25% Year on Year, for a 19-year period. Following his successful exit of Netstar in 2021, Mit has remained actively engaged in the MSP community. He is an active...
2024-06-04
37 min
Business of Tech: Daily 10-Minute IT Services Insights
EU Approves Landmark AI Regulations, Virtual Machines Out, Cloud and AI In, Building an AI Strategy
The European Union's approval of landmark AI regulations marks a significant milestone in the governance of artificial intelligence. These regulations represent the first comprehensive framework for AI governance, aiming to make AI more human-centric and placing restrictions on high-risk AI systems. The regulations include measures such as banning certain AI applications and requiring labels for others. The AI Act is expected to become law in May, with full regulations in effect by mid-2026. Violations of the AI Act can result in substantial fines, up to $38 million or 7% of a company's global revenue.This development is crucial for...
2024-05-24
22 min
scaleUP with HaloPSA and Scalable
Beyond the Bottom Line: Planning for Profitability
In the first episode, Darren Strong, the Founder of Scalable sits down with Tim Bowers, the CEO of HaloPSA, to explore the crucial topic of profitability and how to effectively track it within your business. Darren stresses the importance of intentional planning, urging MSPs to start their financial year with clear objectives and strategies to ensure profitability. He introduces the ‘Rule of 78,’ a method for setting monthly recurring revenue growth targets, and highlights the importance of clear communication to align everyone in your business towards the same goals. Tim offers a unique take on profitability, high...
2024-04-30
22 min
Business of Tech: Daily 10-Minute IT Services Insights
The Business of Tech Lounge - Wednesday, March 27 2024
On today's episode of the Business of Tech Lounge, Dave Sobel discusses new insights on compensation, running a business, and AI's impact on sales. Guests include Peter Kujawa, Fred Carey, Nick Lorizio, and Thomas Ryan. The episode covers AI-enhanced cybersecurity tools, waste management, and AI's potential impact on diets. N-Able shared its Ecoverse vision at the Empower event in Texas, focusing on transforming IT management for MSPs through integrations with Rewst and HaloPSA to streamline workflows and data management. Special thanks to SalesBuildr for sponsoring the show. https://salesbuildr.com/ ...
2024-03-30
34 min
The Halo Way
Behind the Scenes at McLaren: Throwing Out the Rule Book
This week Richard gives us the low down on the very first Halo Orbit at the McLaren Technology Centre. We get a deep dive into some of Halo’s outside-of-the box marketing strategies and how life without a rule book has led to Halo’s success. Get in touch at podcast@imaginehalo.com LinkedIn: https://www.linkedin.com/company/haloservicesolutions HaloITSM: https://www.linkedin.com/showcase/haloitsm/ HaloPSA: https://www.linkedin.com/showcase/halopsa/ HaloCRM: https://www.linkedin.com/showcase/halocrm-software/ Website: https://www.haloservicesolutions.com/podcast Instagram: https://www.instagram.com/lifeathalo/ TikTok: https://www.tiktok.com/@haloservicesolutions
2024-01-18
30 min
MSP Cyber Roundtable
E26. Security Triaging With Your PSA
Join Matthew Fisch and Zach Keeney of FortMesa on the MSP Cyber Roundtable along with special guest Morgan Aspinall from HALOPSA as they talk about effective procedures, accurate metric monitoring, closure time, result evaluation, post-action steps, and ticket ranking. In addition, we review CIS Control v8 13: Network Monitoring and Defense.
2023-12-20
59 min
The Halo Way
Breaking the Mould: Building a Career in Tech Without a Tech Degree
Can you work in the tech industry with a humanities degree? We sit down with HaloCRM consultant, Niamh, to chat about her experience as a woman in tech with a non-technical background. She talks about changing attitudes and expectations of working in the industry throughout the 2000s, as well as sharing some invaluable advice for individuals embarking on their tech careers. Get in touch at podcast@imaginehalo.com LinkedIn: https://www.linkedin.com/company/haloservicesolutions HaloITSM: https://www.linkedin.com/showcase/haloitsm/ HaloPSA: https://www.linkedin.com/showcase/halopsa/ HaloCRM: https://www.linkedin.com/showcase/halocrm-software/ Website: https://www...
2023-11-30
34 min
All Things MSP
EP31 - To PSA or Not To PSA w/Tim Bowers of HaloPSA
In this episode of the "All Things MSP" podcast, host Justin Esgar and co-host Eric Anthony, producer extraordinaire, sit down with special guest Tim Bowers, CEO of Halo PSA. The episode delves into the non-technical aspects of running an IT services business and focuses on how a PSA (Professional Service Automation) system can be a game-changer for MSPs.Tim Bowers introduces Halo PSA, emphasizing its role as a service delivery platform tailored for MSPs. The discussion centers on the advantages of using a PSA system, particularly for smaller MSPs, and the benefits of having a long-term strategic focus. They explore...
2023-10-24
34 min
Business of Tech: Daily 10-Minute IT Services Insights
Mon Apr-3-2023: ConnectWise, Kaseya & Backbox insights, HaloPSA's AI customer service pitfall
Two things to know today ConnectWise, Kaseya, and Backbox reports highlight the importance of cybersecurity and automation for MSPs in 2023 AND The potential pitfalls of AI-powered customer service highlighted by new integration Advertiser: https://oit.co/mspradio/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/ Support the show on Patreon: https://patreon.com/mspradio/ Want our...
2023-04-03
07 min
RadioAchab: l’IT per te.
SpuntIT - HaloPSA: in aiuto degli MSP per lavorare meglio e con più margini
Gli MSP sono spesso frutto di un’evoluzione: due tecnici, qualche file e un gestionale possono gestire i primi clienti. Poi il business si allarga e non si riesce più a star dietro a tutto. Per fortuna c’è HaloPSA, una soluzione che integra service desk, CRM, gestione contratti, progetti, reportistica e dispone di un portale utente. Ne parliamo con Gianmarco Rubino, Software Consultant per HaloPSA, e con Claudio Panerai, responsabile del portfolio prodotti di Achab, per la rubrica “SpuntIT”. Tutti i dettagli sul sito di RadioAchab.
2021-11-05
34 min
Paul Green's MSP Marketing Podcast
Episode 46: So which is the best PSA?
In this week’s episode It’s the One Trillion Dollar question… which is the best PSA? The right PSA, set-up in the right way, can make you more efficient and increase your profits… but how do you choose a PSA in the first place? On this week’s show Paul is joined by a PSA expert to help guide you Paul’s also going to be looking at the two most important elements of your website; traffic and conversion. You can’t rely on just one or the other. You need both. So Paul details how you can make them...
2020-09-29
29 min