Episode 140

full
Published on:

27th Nov 2025

Glass Jars & Budgeting in Your Business with Phil McGilvray

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


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Discount code: THEALISONK2024


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About the Podcast

Creating the World's Best Client Experience
What really goes into a Client Experience?
This show takes a closer look at client experiences and the different elements we use to help enhance and produce REAL transformation. Client Experiences are more than just a 'transaction', they can be a space and vehicle which allows people to make amazing quantum shifts in perspective, which ultimately leads to REAL change going forward. In shining a light on how client experiences look, we illustrate how self-care looks for our businesses. On this show we talk to industry leaders, business owners, entrepreneurs and thought leaders in the coaching and service industry spaces on how they are creating amazing client experiences in a post pandemic world. We talk about the challenges, as well as the wins and what lessons and takeaways can mean for us going forward. Whether your experiences are in person at retreats or events or are online or both, we want to talk to you!