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Easy Scaling Podcast
Courtney Tarrant
103 episodes
4 months ago
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode102 Money talk doesn’t have to be boring—or reserved for the finance bros. In this episode, I sit down with Kaitlyn Carlson, founder and CEO of Theory Planning Partners, to break down what wealth creation actually looks like for female entrepreneurs. From her time managing wealth for ultra-high-net-worth families to building her own boutique financial planning firm, Kaitly...
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Entrepreneurship
Business
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All content for Easy Scaling Podcast is the property of Courtney Tarrant and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode102 Money talk doesn’t have to be boring—or reserved for the finance bros. In this episode, I sit down with Kaitlyn Carlson, founder and CEO of Theory Planning Partners, to break down what wealth creation actually looks like for female entrepreneurs. From her time managing wealth for ultra-high-net-worth families to building her own boutique financial planning firm, Kaitly...
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Entrepreneurship
Business
Episodes (20/103)
Easy Scaling Podcast
Financial Planning for Female Entrepreneurs with Kaitlyn Carlson
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode102 Money talk doesn’t have to be boring—or reserved for the finance bros. In this episode, I sit down with Kaitlyn Carlson, founder and CEO of Theory Planning Partners, to break down what wealth creation actually looks like for female entrepreneurs. From her time managing wealth for ultra-high-net-worth families to building her own boutique financial planning firm, Kaitly...
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8 months ago
39 minutes

Easy Scaling Podcast
The Power of Data-Driven Marketing with Chelsya Ashley
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode101 Hey everyone! I’m thrilled to introduce today’s guest, Chelsya Ashley, owner of Cheya Media and an absolute powerhouse when it comes to marketing strategy. Chelsya brings over 8 years of experience working with major brands like JCPenney, AARP, and Stanley Tools. Now, she’s channeling that expertise into helping health, wellness, and lifestyle brands grow with ease thro...
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9 months ago
44 minutes

Easy Scaling Podcast
Real Talk | How We Acquired Easy Scaling
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode100 Hey everyone! Welcome back to another episode of the Easy Scaling Podcast. In our last episode, we gave you a glimpse into our acquisition of Easy Scaling and how we came to lead this incredible podcast. Now, we're going deeper into our journey, revealing more about who we are, our backstory, and our visions for Easy Scaling. In this episode, we'll share more about our p...
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9 months ago
26 minutes

Easy Scaling Podcast
Real Talk | I Sold Easy Scaling
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode99 Hey everyone! Welcome to a very special episode of the Easy Scaling Podcast with a huge announcement. I’m sitting down with Courtney Tarrant and Jennifer Spivak, the new trailblazers at the helm of Easy Scaling. Guess what? They’re also taking over this podcast, making this my final episode as your host. In this episode, we're unpacking the details of why I chose to pas...
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11 months ago
49 minutes

Easy Scaling Podcast
Team Meeting | Using market research to nail your offer
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode97 In this episode, Rachel (Head of Marketing and Sales) and Andrea (Head of Agency Operations) take over the podcast while Jordan is out on maternity leave. They’re diving into the crucial topic of offer validation and market research—why it’s the key to creating a successful offer that truly connects with your audience. From avoiding the disappointment of a flop to gather...
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1 year ago
27 minutes

Easy Scaling Podcast
IMO | Dealing with interpersonal conflict as a business owner
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode96 In this episode, I'm getting into a topic we all deal with at some point: handling conflict in business. Whether it's with a team member, a client, or even between team members, these uncomfortable situations can pop up and throw a wrench in your day. I'm sharing my thoughts on setting a firm no-nonsense policy for disrespectful behavior and how to tell the difference bet...
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1 year ago
10 minutes

Easy Scaling Podcast
IMO | Dealing with Burnout
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode95 Today, I’m peeling back the layers on a topic that touches all of us at some point: burnout. While we often link burnout directly to work overload, my recent conversations, particularly with my coach Julia, have shed light on a different angle—that personal life complexities can be just as much as a problem in leading us to feel overwhelmed and burnt out. In this episode,...
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1 year ago
5 minutes

Easy Scaling Podcast
IMO | Building and managing a team
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode94 In this episode, I'm talking about something that comes up a lot inside Scaling School: building and managing a team. I often discuss this with clients who are navigating the growth of their teams, from hiring their first employee to expanding further. We'll explore strategies for keeping a team motivated, ensuring retention, and fostering loyalty. I’m getting into the ch...
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1 year ago
23 minutes

Easy Scaling Podcast
IMO | Should I follow up?
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode93 In today's episode, I'm unpacking something crucial that every business owner needs to master: following up. You might have heard the old saying, "the fortune is in the follow-up." Trust me, it couldn't be truer, and I'll share why not following up might be costing you more than you think. We'll go over why following up is a game-changer, enriched with personal stories ...
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1 year ago
7 minutes

Easy Scaling Podcast
Team meeting | Maternity leave planning then and now
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode90 In this episode, I discuss how I'm preparing for my second maternity leave and the lessons learned from the first. Joined by Andrea, we talk about setting up our business to function smoothly in my absence. Andrea has grown from a VA to heading client services, and we explore what that transition entails. We go into the specifics of how we've adapted our business model to...
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1 year ago
45 minutes

Easy Scaling Podcast
IMO | Patience: Why rushing your goals can hold you back
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode91 In today's episode, we're diving into a topic that every entrepreneur can relate to: patience. Or perhaps more accurately, impatience. Historically, I’ve been an impatient person, and while this trait can fuel our motivation and drive, it can also lead to frustration and poor decision-making. We’ll explore the dual nature of impatience and discuss how it can both propel u...
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1 year ago
8 minutes

Easy Scaling Podcast
IMO | Do you really need a freebie funnel?
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode90 In today's episode, we tackle the topic of freebie funnels, but with a twist. While I'm a big advocate for using freebie funnels to significantly grow a list, the real question I'm addressing today is: Do you actually need a freebie funnel right now? This is a question many of you have asked, especially when considering the jump from individual client work to larger grou...
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1 year ago
7 minutes

Easy Scaling Podcast
#BTS | Creating calendar freedom in your business
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode89 In this episode, I’m talking about why I'm not one to brag about how little I work. It's a trend I've noticed, with people flaunting minimal work hours, but I'm not here to judge. We're all different, with unique goals and expectations when it comes to running a business. But we all know that businesses aren’t built without hard work involved. The focus for me is ...
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1 year ago
24 minutes

Easy Scaling Podcast
Real Talk | Strategic planning and goal setting for Q2
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode88 This episode goes into the importance of quarterly planning and how you can jump into Q2 and make the most of it. With Q1 almost behind us (crazy, right?), it's time to look ahead. Whether you've been planning all along or just getting started, this is your starter guide for the next quarter. I'll share insights from our 90-day planning process and if you want to dive d...
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1 year ago
17 minutes

Easy Scaling Podcast
Office Hours | Strategic focus on what will move the needle
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode87 In this episode of the podcast, I’m chatting with Meg Truccano, one of our Scaling School students. We talked about different lead generation strategies, exploring both local and online avenues. Our conversation focused on pinpointing where Meg should concentrate her efforts to maximize her return on investment in terms of time and resources. I love pushing entrepreneurs...
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1 year ago
41 minutes

Easy Scaling Podcast
Team Meeting | Using PR and Podcast Pitching to Get Visible
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode86 In this episode, I’m chatting with Karen Delano, an Easy Scaling team member and PR and podcast pitching expert. She does all my own pitching and also works with our clients to secure top-notch features and podcast interviews. We cover the visibility strategy I personally use to get featured in Business Insider, Forbes and Nasdaq. We also go over the ways we position ou...
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1 year ago
43 minutes

Easy Scaling Podcast
Team Meeting | Funnel and Ad Strategy
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode85 In this episode, I get into the nitty-gritty of marketing funnels and ads with Norleena Horton a member of Team Easy Scaling. As someone who's passionate about peeling back the layers of our business strategies, I thought this conversation was important to have. Norleena brings a wealth of knowledge not only as a Scaling School professor but also in handling our own mark...
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1 year ago
55 minutes

Easy Scaling Podcast
Office Hours | Goal-setting for success
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode84 In today's episode, I’m talking about effective goal-setting with Scaling School student, Jillian Anderson. Jillian is in the process of building her copywriting business and has some lofty goals for 2024. We chat through her main goals, what that looks like in clients needed for each of her offers, where her focus should be to achieve them and so much more. If yo...
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1 year ago
49 minutes

Easy Scaling Podcast
Real Talk | 2023 reflection and 2024 predictions
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode83 In this episode, I’ve invited my coach and frequent podcast guest, Julia DeWolfe to take a look at the past year in the online business space and make some predictions on what’s coming up in 2024. Julia is a business and ...
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1 year ago
1 hour 9 minutes

Easy Scaling Podcast
Real Talk | Aligning your mindset with your annual plan with Emma-Louise Parkes
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode82 In this episode, I sit down with a frequent guest of the podcast, Emma-Louise Parkes. Emma-Louise is a business and mindset coach and also a tenured professor for Scaling School. If you’ve tuned in to the las...
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1 year ago
56 minutes

Easy Scaling Podcast
For the full show notes and access to resources mentioned in this episode visit https://www.easyscaling.com/blog/episode102 Money talk doesn’t have to be boring—or reserved for the finance bros. In this episode, I sit down with Kaitlyn Carlson, founder and CEO of Theory Planning Partners, to break down what wealth creation actually looks like for female entrepreneurs. From her time managing wealth for ultra-high-net-worth families to building her own boutique financial planning firm, Kaitly...