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Glass Jars & Budgeting in Your Business with Phil McGilvray
Episode 14027th November 2025 • Creating the World's Best Client Experience • Alison Katschkowsky
00:00:00 00:29:09

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Alison talks with Phil McGilvray about the critical link between financial management and client value. Phil shares insights from his grandmother's budgeting method and highlights the emotional challenges entrepreneurs face with finances.

They discuss the misconceptions of focusing solely on revenue, the importance of tracking key financial metrics, and building financial stability. Phil introduces his "financial cascade" approach and offers practical tips for overwhelmed business owners, emphasizing that effective financial management is vital for achieving business success and personal goals.

HIGHLIGHTS:

13:20 Financial Roadblocks Uncovered

15:36 Five Essential Numbers to Track

17:36 The Financial Cascade Explained

25:54 Turning Business Success into Personal Wealth

27:18 Closing Thoughts and Resources

connect with Phil:

website: www.philmcgilvray.com

Linkedin: https://www.linkedin.com/in/phil-mcgilvray-3036572


SPONSOR:

Cellev8

Discount code: THEALISONK2024


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