EP334 Profit With A Plan Podcast Released January 27, 2026

Guest: Jon Morris, CEO of Fiscal Advocate Host: Marcia Riner, CEO of Infinite Profit®, Business Growth Strategist

If you’re spending on growth but your revenue is not moving, your budget might be the real problem. In this episode, we break down how agencies and professional service firms can intentionally fund sales, marketing, and R&D instead of relying on referrals and hope. You’ll hear how to use benchmarks to spot what’s off, track whether your investments are working, and make decisions that lead to real profit and a lot more peace of mind.

• Why underfunding sales, marketing, and R&D causes growth to stall • How your income statement tells the real story of your priorities • The key benchmarks agencies can use to stop guessing • How to judge marketing ROI using break-even timing • Why budgets should stay steady while tactics keep evolving • How fractional CFO support creates urgency and clarity fast

[00:06] Spending on growth but not growing, here’s why results stall [06:32] The 8% sales and marketing benchmark for agencies [09:03] Why most firms invest 0% in R&D and what that costs [12:31] Break-even analysis: how fast should marketing pay back [15:26] The patience problem: giving marketing enough runway [21:44] Reverse-engineering revenue goals into monthly client wins [28:16] Structuring financials so answers are instant [30:19] Financial stewardship and urgency when cuts are required [32:26] Payroll benchmark reality check for service firms [35:32] Profit is emotional: how clarity helps you sleep at night

FiscalAdvocate.com Jon Morris on LinkedIn jon@fiscaladvocate.com

Marcia Riner is a business growth strategist, creator of the Profit Booster® strategies, and CEO of Infinite Profit®. She helps entrepreneurs scale smarter, increase profitability, and build businesses that are worth more, whether they plan to keep them or sell them.

As host of Profit With A Plan, Marcia shares expert interviews and actionable strategies to help business owners increase revenue, improve systems, and prepare for high-value exits. With decades of experience in finance, operations, and marketing, she delivers clear, profit-driving insights you can use right away.

📞 Questions? Call (949) 229-2112 or visit InfiniteProfitConsulting.com

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