Agentic Shift

Auteur(s): David Rodnitzky
  • Résumé

  • Conversations with agency leaders about how and why they built (and often sold) their agencies. Each episode is a 60 minute interview with a prominent agency founder or CEO, telling their founder story, their unique approach to client management, hiring, and culture, and the challenges and lessons they have learned over the years.
    2024 Agentic Shift
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Épisodes
  • Phil Case, President and Chief Client Officer of Max Digital
    Feb 6 2025
    We talk to Phil Case, President and Chief Client Officer of Max Connect Digital. Phil shares his journey from studying Arabic for diplomacy to pivoting into marketing. He led a successful agency before joining Max Connect Digital, growing it from $17M to over $50M in revenue. He emphasizes audience-driven marketing, long-term brand building, and balancing performance with strategy for sustainable success.
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    33 min
  • Jerome Myers, Founder of DreamCatchers
    Jan 14 2025
    We talk to Jerome Myers, the founder of DreamCatchers, who shares his journey from a corporate career to entrepreneurship and his mission to guide founders through successful business exits. The conversation explores Jerome’s personal and professional transformation, emphasizing the importance of purpose, identity, and preparation in the exit process. Jerome highlights the challenges entrepreneurs face post-exit, such as identity crises, lack of purpose, and unfulfilling use of newfound freedom. Jerome introduces the “Founder’s Exit Paradox” and shares a four-step framework, NEXT—Nourish, Evaluate, Explore, and Transcend—designed to help founders transition successfully after exiting their businesses. He underscores the significance of having a clear identity, aligning with personal values, and preparing for life beyond work to achieve fulfillment and avoid regret.
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    42 min
  • Todd Taskey, Founder of Potomac Business Capital
    Nov 21 2024
    We talk to Todd Taskey, founder of Potomac Business Capital and host of the Second Bite Podcast. The conversation dives deep into the intricacies of mergers and acquisitions in the digital marketing and agency space, with a particular focus on companies in the $1 million to $5 million EBITDA range. Todd shares his firm's unique approach to sell-side transactions, emphasizing the importance of strategic deal structuring, fostering competition among buyers, and addressing key challenges like founder dependency and infrastructure gaps. He illustrates these points with real-world case studies, highlighting successful transactions that propelled companies to new heights.
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    46 min

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