Ep. 05 | Strategies to Master Your Finances
A big part of building and creating a life by design is your pocketbook. Money is a word that grabs everyone's attention. On today's episode, I've invited not only a fantastic friend of mine but also a person I consider one of the top gurus in the world when it comes to finances. So much so that she is my CFO.
Pam Jordan is a no-nonsense financial expert and speaker. Pam specializes in analyzing and streamlining the backend of fast-growing companies, as well as efficiently creating more profit and strategic growth.
Pam has an MBA from Elon University and has been honored with numerous awards and accolades including: Outstanding Business and Financial Executive of the Year, Financial Executive of the Year, and 40 under 40 in the Triad Business Journal. She has been featured on Entrepreneur.com, as well as podcasts such as The Digital Marketer and Business Lunch with Roland Frasier. She is also a certified Profit First Professional and Empire Operating System Coach.
Over seven years ago, Pam started Pivot Business Group. Carrying the title Founder and CEO, she works day in and day out to identify and eliminate errors, create financials businesses can trust, and work with her clients long term to maximize growth (and profit). Pam recognized that most entrepreneurs begin their business based on an idea or passion. This being the case, many of them are not interested in the financial side of running a company. That’s where the Pivot team steps in. They focus on untangling businesses' finances while you continue to grow your company, create ideas, and take over the industry.
Pam and her team manage over half a billion dollars for entrepreneurs.
Pam and her husband, Nick, met while Pam was in her junior year of college and have been together ever since. Together, they have three children.
In her personal time, Pam likes to brainstorm new business endeavors, blog on her food account ImaCeliac.com, and end the night with her favorite drink – Bourbon.
LISTEN ON:
Spotify
Apple Podcast
Google Podcast
00:00:01 - Intro
00:01:57 - The birth of Pivot
00:04:19 - What takes out an Entrepreneur
00:06:12 - You can’t sell your way out
00:08:02 - Overcome Entrepreneur shame
00:10:48 - Tax Strategist vs. Tax Filer
00:11:53 - Why I made Pam my CFO
00:14:08 - Release the poverty mindset
00:17:40 - Get your house in order
00:19:30 - The Profit Advisor
00:22:34 - The Profit First methodology
00:31:20 - The mental relief of allocations
00:34:40 - Seasons of stewardship
00:41:05 - Pam’s three questions
00:47:17 - Closing remarks
FOLLOW Pam Jordan:
👉www.PamJordan.com
👉https://www.instagram.com/pamjordancfo/
👉https://www.facebook.com/PamjordanCFO/
👉https://www.linkedin.com/in/pamjordan/
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