Today’s episode is a bit different—we’re sharing an insightful discussion from my guest appearance on "The Action Academy" podcast, hosted by Brian Luebben.

In this episode, Brian and I dive into my journey of transforming my business from basic bookkeeping to offering high-value, relationship-focused "fractional CFO" services. We discuss the importance of cultivating deeper client relationships, strategic pricing, and the shift from a high-volume to a high-value business model. I also share personal stories about my transition to living in Costa Rica, the lifestyle changes that came with it, and practical steps for anyone considering a similar leap.

Brian and I reflect on our entrepreneurial journeys, emphasizing the value of expertise, the impact of mentorship, and the importance of surrounding ourselves with successful individuals. We also touch on balancing work with life, the concept of "geographic arbitrage," and the benefits of a relaxed yet productive lifestyle.

Whether you're a business owner looking to shift your business model, or someone dreaming of moving abroad to enhance your lifestyle, this episode is packed with actionable insights and uplifting stories you'll definitely want to hear.

Brian Luebben is a dynamic business leader renowned for his innovative approach to scaling companies. Known for his compelling framework that has helped numerous businesses transition from six to seven-figure revenues, Brian emphasizes the importance of adaptive pricing strategies. He believes in continuously increasing value and output, thereby justifying price hikes. This forward-thinking approach encourages businesses to communicate their growth and value assertion clearly to their customers, creating a sense of urgency and scarcity—a concept rooted in the psychological principles of persuasion outlined by experts like Robert Cialdini. Brian's methodologies inspire businesses to elevate their game, ensuring they stay ahead in an ever-changing market landscape.

Visit Brian’s website here!

What you'll hear in this episode: 04:34 CPA and fractional CFO managing own practice. 08:21 Diminishing returns on energy, sacrifices personal life. 10:03 Questioning life's purpose and career goals. 15:41 Prioritize family time; redesign life-business balance. 18:01 Kept house, stayed majority of year there. 21:51 Reduce costs to escape never-ending work cycle. 25:13 Enjoying flexible work-life from anywhere, embracing possibilities. 28:12 Business offers more diversity and creativity than real estate. 31:25 Limited self by time, not valuing expertise. 33:02 Elevated value, skills, networks, revenue, clientele, learning. 36:58 Increase value and prices; invoke scarcity, urgency. 39:33 Transitioned from free coaching to online course. 43:24 Focus on serving 10 clients with dedication. 47:16 Ensure easy refunds to attract ideal customers. 50:58 Investing in Costa Rica real estate projects. 54:16 Free content criticized due to perceived truth.

If you like this episode, check out:

3 Ways to Become a Better Small Business Customer Don't Make This Huge Mistake with Goal Setting Don’t Stop Playing the Long Game Want to learn more so you can earn more? 5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refreshVisit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.