Jon Morris built Rise Interactive from a solo operation to one of the largest independent digital marketing agencies in the world, scaling it to nearly $40 million in revenue over 16 years. He started with prize money from the University of Chicago's New Venture Challenge in 2004 and rode the wave of digital advertising's explosive growth.

Today, Jon is the founder and CEO of The Fiscal Advocate, where he serves as a fractional CFO for professional service firms. In this episode, Jon shares his "double wind" framework - the idea that success comes from having wind at your back in both your service offerings and your client selection. He explains why picking high-growth industries and rapidly growing clients matters more than raw talent, discusses the future of AI in financial planning, and reveals why structured data is the key to unlocking AI's potential. Jon also opens up about the challenges creative agency owners face when forced to become entrepreneurs and why getting into the financial weeds separates great CEOs from the rest.

Want to learn more about Jon Morris's work? Check out their website at https://www.fiscaladvocate.com/.

Connect with Jon Morris on LinkedIn at https://www.linkedin.com/in/jonmorrisramsayinnovations/.

Think you'd be a great guest on the show? Apply at https://podcast.allies4me.com/podcast-guest/.

Want to learn more about Craig Andrew's work at allies4me? Check out his website at https://allies4me.com/.