Mastering Sales & Scaling Revenue with James Donovan

What do door-to-door sales in Australia and high-ticket deals for CPAs have in common? James Donovan.

In this episode, James shares how he went from knocking on doors to building a company that delivers high-margin clients to fractional CFOs and accountants. We dive into his approach to lead generation, sales process optimization, and how he handles objections like "the leads are bad" by owning the entire sales funnel—from click to close.

You'll learn:

• Why persistence beats talent in sales

• How to qualify clients before they qualify you

• The power of niching down and systematizing growth

• Why James is planning to buy an accounting firm (despite hating accounting in school)
  

Whether you're scaling a service business, running B2B sales, or just looking to sharpen your revenue strategy, this episode is full of actionable gems.

🎧 Tune in and take notes https://entrepreneursunited.us/links/.

#EntrepreneursUnited #B2BSales #FractionalCFO #SalesStrategy #LeadGeneration #RevenueGrowth

How do you build wealth that lasts beyond you?

In this episode of the Entrepreneurs United Podcast, hedge fund veteran and North Carolina winery owner Jay Raffaldini joins John St. Pierre and Rich Hoffmann to share powerful lessons on entrepreneurship, adaptability, and multigenerational wealth.

Jay unpacks why most family wealth disappears by the third generation, how to structure businesses so they cannot be sold off too easily, and what it really takes to preserve both money and legacy. From Wall Street trading floors to vineyards, he reveals strategies for risk management, perseverance, and teaching future generations the value of ownership and work.

Whether you are scaling your business, thinking about your family’s future, or simply looking for entrepreneurial wisdom from someone who has lived it, this episode is full of insights you can put into action today.

This week, we’re joined by Jake “The Wizard” Tlapek, CGO of Finch and no-fluff marketing strategist helping entrepreneurs turn confusion into clarity and clarity into growth.

In this high-impact conversation, Jake breaks down:

• Why 99% of businesses are ignoring the biggest free marketing opportunity

• The "One Strategy, One Offer, One Channel, One Year" framework

• How to fire yourself from day-to-day tasks and scale with focus

• The most common misstep even great founders make

• When (and why) to work with an agency vs. building in-house
  

Whether you're stuck in the weeds or scaling fast, Jake shares how to build systems that rank, convert, and grow without guessing your way through marketing.

🔥 Bonus: Hear how Jake mapped a 100-person org chart when his agency had just 2 people and used it to break through growth walls on the way to 50+ employees.

🧠 Key Takeaway: You don’t need more ideas. You need to simplify, stay consistent, and build with purpose.

📲 Follow Jake the Wizard:

Website: thewizard.marketing

Agency: finch.com

TikTok & IG: @thewizardmarketing

X (Twitter): @JakeTtheWizard

🎧 Like this episode? Follow Entrepreneurs United for more real talk with founders, operators, and builders turning vision into execution.