Shows
B2B Tech Leaders Lounge40 - The Financial Co-Pilot: How AI is Changing the Game for Business Decision-Making with Fiscal Advocate's Jon MorrisYour host, Liudmila Kiseleva, talks with the CEO of Fiscal Advocate, Jon Morris. Jon discusses his transition from founding a successful digital marketing agency to launching a tech-driven finance management company for service-based businesses. He explains how Fiscal Advocate’s software, Engine BI, supports budgeting and forecasting, and previews their upcoming AI tool, “Jim,” designed to enhance financial decision-making. The conversation covers data security, client success stories, and the company’s focus on helping mid-sized firms optimize their finances through technology and expertise.To learn more about Jon's work, click HERE and HERE.Think yo...2025-07-1713 min
How To Founder117 Your Financial Forecast is Probably Wrong with Jon MorrisWhat if the financial forecast you're betting your business on is doomed from day one?In this eye-opening episode, we sit down with Jon Morris, who transformed a $10,000 business plan win into Rise Interactive, scaling to $40 million before selling. Now at Fiscal Advocate, Jon reveals why 73% of startups fail due to poor financial planning and shares the brutal truth: we all suck at predicting the future. Discover why lofty goals actually give your team permission to overspend, the industry benchmarks that separate winners from losers, and the three KPIs that matter more than your entire spreadsheet. This...2025-07-1543 min
Cake on Tuesday: The Leadership Blueprint8 - Celebrating Small Wins: The Importance of Recognition in a High-Performance Culture with Fiscal Advocate's Jon MorrisIn this episode of Cake on Tuesday: The Leadership Blueprint, Elizabeth Bieniek interviews the CEO of Fiscal Advocate, Jon Morris. Jon shares his journey from building and selling a major marketing agency to helping entrepreneurs with financial management. He discusses finding joy in everyday business tasks, building a positive company culture, and fostering innovation. Jon offers practical advice on financial metrics for service businesses and emphasizes the importance of customer care. Check out Jon's work HERE. Connect with Jon on LinkedIn.Think you'd be a great guest on the show? Apply...2025-07-0817 min
Uncensored CMOWhy AI will be a creative game changer - Simon Morris, AdobeSimon Morris is Adobe’s VP of International Marketing, joins us to share how Adobe is empowering creativity at scale. We discuss the impact of AI on marketing, why creativity will always need human skills, and how Adobe partners with brands like Real Madrid to build iconic campaigns. Simon also shares what makes a great marketing leader today, how to launch products successfully, and what’s next for AI and creators.Timestamps:00:00 - Intro00:43 - The size of the Cannes activation for Adobe01:38 - Simon’s marketing career04:21 - Adobe’s CEO named cr...2025-07-0731 min
Mind Caddie - Improve Your Mental Golf GameDeveloping Self Mastery through EFFECTIVE TRAINING – Jon Wallett #365Today on the Mind Caddie we are joined by top Performance coach Jon Wallett I have known Jon for many years and have always been really impressed by his approach to getting the very best from his players He has had outstanding results with players at every level but especially in helping young players realise some of their golfing ambitions He has some incredible resources on his website www.elitecoaching.com We had a wonderful conversation about Jon’s research into what truly makes the difference in developing TOUR PL...2025-07-0456 min
AIBiZSmart Innovation, Scalable Growth: Budgeting for Impact with Jon MorrisIn this insightful episode of AIBiz, host Avik Chakraborty is joined by Jon Morris, founder of Fiscal Advocate and former CEO of a $40M agency, to break down one of the biggest paradoxes in business: how to fuel innovation without financial chaos. Jon shares powerful strategies on optimizing gross margins, reframing financial data as a tool for creativity, and knowing when to bootstrap or raise capital. If you’ve ever struggled with balancing innovation and discipline, this episode delivers the mindset and metrics you need to scale smart.
About the Guest:Jon Morris is the founder of...2025-07-0120 min
The Agency Profit PodcastThe 3 Key Financial Metrics for Agency Success, With Jon MorrisPoints of Interest0:00 – 1:00 – Opening: Marcel introduces the episode’s focus on financial visibility and growth, and welcomes returning guest Jon Morris, CEO of Fiscal Advocate and creator of EngineBI.1:00 – 2:55 – Jon’s Background: Jon shares his journey from founding Rise Interactive to launching Fiscal Advocate, emphasizing the value of financial insights in scaling agencies.3:00 – 4:30 – Overview of Fiscal Advocate & EngineBI: Jon explains the core services of Fiscal Advocate—bookkeeping and FP&A—and how EngineBI enables forward-looking budgeting, forecasting, and business intelligence.4:30 – 6:45 – Clarifying the Relationship Between Fiscal Advocate & Parakeeto: Marcel and Jon outline how their services complement each other—Fiscal Advocate focuses on compan...2025-06-2533 min
Closing Time: quick insights from sales & marketing expertsHow to grow your agency in an uncertain economy (with offensive + defensive strategies) -- with Jon MorrisThe North American economy is uncertain, so what should your agency be doing to stay profitable and keep growing? In this episode of Closing Time, we sit down with Jon Morris, founder of Fiscal Advocate, a firm that helps marketing agencies make smarter financial decisions through real planning—not just bookkeeping. Jon shares the offensive and defensive strategies every agency should be using to navigate today’s unpredictable market. From identifying what’s really stalling growth to maximizing cash flow and investing wisely, this conversation is packed with insights to help agency owners weather the storm and come o...2025-06-0916 min
Business is BullshitGuest Appearance: The Get Shit Done Podcast with John MorrisThe Get Shit Done Experience asked to interview us. Word is, Jared’s got dirt on someone — or maybe John Morris just lost a bet. Either way, the host had his hands full. Watching the circus is one thing. Getting pelted with elephant shit is another. But John didn’t flinch. He juggled our three overly opinionated personalities like a seasoned Gibsonton carnival clown — and didn’t drop a single pin. Here’s the description ripped off directly from The...2025-05-061h 37
The Deep Specialization™️ PodcastInnovation Essentials for Digital Agencies in 2025 | Jon MorrisWhat would happen if you allocated at least 5% of your agency’s revenue to innovation? Join Corey Quinn as he chats with Jon Morris—CEO/Chairman of Fiscal Advocate—about the essential role of innovation in scaling digital agencies. Drawing from his success building and advising high-growth firms, Jon shares how agencies can stay competitive by prioritizing innovation, defining their ideal client, and allocating resources wisely—even on a tight budget.
From AI and client experience to specialization and gross margin, this episode breaks down the key metrics and mindset behind smarter, faster growth.
Whether you're run...2025-04-1645 min
Front Row Dads with Jon VromanMasculine Leadership in Love: Creating Safety, Trust, and Passion with Sam Gibbs MorrisThis week, we dive into the beautiful, messy, and transformative journey of relationships. This is the second part of my interview with Sam Gibbs Morris, a men’s coach, speaker, and relationship mentor, who shares his insights on masculinity, love, and emotional growth. In this episode, Sam explains why being in a relationship is like attending 1,000 funerals—a willingness to let go of past versions of your partner to fully embrace who they are today. We Cover: Letting Go of Expectations - How to release control and embrace love as it is. T...2025-01-1526 min
EGGS! The PodcastEggs 393: The evolution of a CEO with Jon MorrisSummary
In this episode, Mike Smith and Ryan Roghaar interview Jon Morris, CEO and founder of Fiscal Advocate, discussing his entrepreneurial journey, the evolution of a CEO, the importance of mentorship, and the decision-making process in business.
Jon shares insights on goal setting, differentiation in a crowded market, and the significance of sales and marketing budgets. He emphasizes the need for constant innovation and the importance of tracking success through metrics and KPIs.
Takeaways
Surrounding yourself with mentors is crucial for growth.
The role of a CEO evolves as...2024-12-1959 min
Front Row Dads with Jon VromanThe Weight of Shame: What Every Man Must Understand to Heal with Sam Gibbs MorrisIn this week’s episode we explore one of the most pervasive, yet rarely discussed emotions men face: shame. Joining me is Sam Gibbs Morris, a men’s coach, speaker, and soon-to-be father, whose personal journey from addiction and self-doubt to healing and empowerment will leave you with the tools and strategies to overcome shame. Together, we unpack the role of shame in shaping men’s lives, relationships, and legacies. We Cover: Origins of Shame - How childhood experiences shape adult insecurities. Addiction and Shame - Why we use substan...2024-12-0339 min
Cinema DualEpisode 58 - Horror VI (With Dan Morris)On this episode of Cinema Dual, Dan Morris returns to celebrate spooky season with selections from this year's Hooptober marathon.
Movies Discussed: The Hands of Orlac, Onibaba, Stree
Recommendations : Insidious, The Sect, Peeping Tom, Oddity, Salem's Lot (2024), Twixt (Chris), Lake Michigan Monster (Dan), The Frighteners, Death Becomes Her (Jon)
For more of our movie thoughts, including our series on the films of Akira Kurosawa, you can check them out at www.cinemadual.com.
You can read more of Dan's writing over at The Beat.
Cinema Duals' Mountain of Gloriousness...2024-10-281h 19
My Dad's CarPaul Gardner 'SpeedBroker': My Dad's cars were so embarrassing I used to duck down in the back to hide. BX, Corolla, Skoda, Mini, Morris Minor S5E1Send us a textWelcome back to season 5 of My Dad's Car! We are joined by Paul Gardner from SpeedBroker who found us through our popular social media game 'Car Spotting Tennis' in which we trade interesting vehicle spots with a racquet sports twist.It was a black Citroen BX that Jon spotted that used to belong to Paul's Dad.He had a run of mundane cars Paul recalls...Boring stuff - Toyota Corolla, Citroen BX (boring at the time), Nissan Primera, Almera, Mum's Mini, Morris Minor the list goes on...Along...2024-10-1545 min
My Weekly MarketingUnlocking Business Growth Strategies with Jon MorrisEver wondered how to transform a humble startup into a multimillion-dollar enterprise? Learn from Jon Morris, who turned a $10,000 investment into a $37 million digital marketing agency. Jon’s insights into incremental investments and long-term vision will redefine your approach to business growth. He also shares his latest exciting venture, Fiscal Advocate, a tech-enabled finance management company for professional service firms, emphasizing the power of leveraging financial data to drive smarter business decisions.In this episode, we’ll examine the unique strategic decisions that can elevate your business to new heights. Jon shares...How separating the roles of o...2024-10-0137 min
The District Church PodcastJon Morris from Vima ChurchThis week the guys have another local pastor on the podcast: Jon Morris from Vima Church. Jon and his family planted their church after moving from Arkansas in 2019. Listen to hear their journey and what it has looked like to be a "parachute church planter."
On another note, what is the correct way to pronounce "Arkansas"?2024-09-231h 13
The Small Business Black Holes with Alan PentzFinancial Mastery: Jon Morris on Maximizing Profit in Professional ServicesJon Morris, founder and CEO of Fiscal Advocate and former CEO of Rise Interactive, shares his journey from growing a digital marketing agency to creating a finance management company for professional service businesses. He emphasizes the importance of leveraging financial data to make intelligent decisions about time and money allocation.Morris delves into crucial financial metrics for professional service companies, including gross margin, profit margin, and cash reserves. He explains the significance of these numbers and provides benchmarks for optimal performance. The discussion covers strategies for improving gross margins, the importance of investing in sales and marketing, and...2024-09-1037 min
Versa Business Tips Podcast🎙️ Episode 36: Unlocking Agency Growth: Financial Strategies & Insights with Jon Morris of EngineBIWelcome to another power-packed episode of the Versa Business Tips Podcast!In Episode 36, we are thrilled to welcome Jon Morris, Founder & CEO of EngineBI and Chairman of Fiscal Advocate. Jon is a recognized leader in marketing agency management, with a remarkable track record of scaling Rise Interactive into one of the largest independent digital agencies. His expertise in delivering technology-enhanced, data-driven financial insights is helping agencies unlock new levels of growth and profitability.What You’ll Learn: • Scaling Strategies: Proven methods for taking your agency from $12K to $35M+ in revenue. ...2024-08-2131 min
Agentic ShiftJon Morris, Founder of Fiscal Advocate and Rise InteractiveWe talk to Jon Morris, formerly the founder of Rise Interactive and currently the founder of Fiscal Advocate. Jon tells us how he created a screening test that only 22% of applicants passed, how to navigate the four stages of of a CEO, how his algorithm called CPR measures the effectiveness of an agency and the two most important financial metrics every agency should focus on.2024-07-3025 min
Cinema DualEpisode 55 - Ozu (With Dan Morris)On this episode of Cinema Dual, Dan Morris returns to talk with Jon and Chris about Yasujirō Ozu.
Movies Discussed: Tokyo Story, Good Morning, Floating Weeds
Recommendations : 35 Shots of Rum, Perfect Days (Dan), I Saw the TV Glow, Ferrari (Chris), The Adventures of Buckaroo Banzai Across the 8th Dimension (Jon)
For more of our movie thoughts, including our series on the films of Akira Kurosawa, you can check them out at www.cinemadual.com.
You can read more of Dan's writing over at The Beat.
Cinema Duals' Mountain of Gl...2024-07-151h 26
The Law of RelevancyThe Law of Relevancy with Jon MorrisThis week, Jon Morris joins us to share his extensive experience in the digital marketing industry. As the founder of , , and , Jon brings a wealth of knowledge on how agency owners can create value, build resiliency, and make informed financial decisions. Jon discusses the key metrics that matter most for agency growth, including cash flow, profit margins, and year-over-year revenue growth. He also introduces the Cost Per Result score, an innovative algorithm designed to help agencies focus on critical metrics for success. Whether you’re an agency owner or a professional in the service industry, this episode offers invaluable advice and p...2024-06-2028 min
PR 360Discover Your Agency’s Untapped Financial Insights with Jon MorrisJon Morris is the Founder & CEO of EngineBI, Inc. and Chairman of Fiscal Advocate LLC where he helps clients scale with a proprietary, tech-enabled approach for surfacing hidden financial insights that drive critical business decisions. In his spare time, Jon enjoys studying data-driven approaches to developing youth players. Here, he discusses how to improve your agency’s financial health. Key Takeaways:- How EngineBI helps agencies make decisions- How Jon scaled Rise Interactive- Data-driven approaches to develop youth soccer playersEpisode Timeline:1:30 Jon's dog...2024-06-1923 min
Cinema DualBonus Episode - Hundreds of Beavers (With Dan Morris)On this episode of Cinema Dual, Jon and guest co-host Dan Morris joyfully discussed the slapstick comedy Hundreds of Beavers.
Movies Discussed: Hundreds of Beavers
For more of our movie thoughts, including our series on the films of Akira Kurosawa, you can check them out at www.cinemadual.com.
You can follow Dan's writing for The Beat here.
Cinema Duals' Mountain of Gloriousness
The Films of Cinema Dual
Follow us on Blue Sky: @joncinemadual @belownirvana
Follow us on Spotify: Cinema Dual
2024-05-1325 min
Agency BlueprintSeason 12 | Ep 134 | Science of Decision-Making with Jon MorrisAre your decisions guiding you to where you want to take your business? As an agency owner, you should focus your decisions on data to increase revenue, improve profits, and ultimately improve cash flow. In this episode of The Agency Blueprint, Jon joins me to discuss the science of agency decision-making and why all decisions should be guided by data. Jon Morris is the Founder and CEO of Ramsay Innovations, a tech-enabled finance and strategic planning company that helps marketing agencies drive success. He was also the Founder and CEO of Rise Interactive, an award-winning full-service digital ma...2024-05-1032 min
See Jurassic RightPark Experts 65 - On Brand with Jon Glover and Marisa PinsonJURASSIC PARK IS A BRAND! Today the hosts of the excellent new podcast, On Brand with Jon and Marisa, Jon Glover and Marisa Pinson, join See Jurassic Right to talk about Jurassic Park movie tie-ins like McDonalds and Kodak, souvenirs with our name on it at theme parks, go on a few merch rants (Taylor Swift vinyl! The Hasbro v Mattel wars, Funko Pops!), sexual movie buckets, and so much more!Follow On Brand with Jon and Marisa:https://podcasts.apple.com/us/podcast/on-brand-with-jon-and-marisa/id1689066721 https://www.podcastone.com/pd/On-Brand-with-Jon-and-Marisa ...2024-05-031h 05My Dad's CarSteve Waddingham: Working at Dad's garage, Grandad was a chauffeur in a Morris Minor, Aston Martin, Allegro and more. S4E1Send us a textThe first episode of Season 4 really sets the bar high (but panic not, we've got some great guests waiting in the wings too), Steve Waddingham is the official company historian for none other than Aston Martin Lagonda, but when he's not researching old colour names, and digging out race cars from dusty barns, he's behind the wheel of his own Austin Allegro! Yep... you read that right! We talk about his Father's Austin Cambridge, him working at his Dad's garage fixing cars. His Grandad who was a chauffeur, but typically drove a M...2024-04-2339 min