In this special edition of the Fractional Pros Canada podcast, host Robert Mendelson leads a roundtable discussion with fractional executives from across Canada. The conversation focuses on year-end planning, reflecting on the past year, and setting goals for the upcoming year. The panelists share their experiences, challenges, and strategies for client retention, managing burnout, and staying relevant during the quieter holiday season. They also discuss the importance of authenticity in business relationships and provide valuable advice for new fractional professionals.
Takeaways
•Year-end planning is crucial for fractional executives.
•Reflecting on key metrics helps in setting future goals.
•Client retention is critical during year-end evaluations.
•Quiet periods can be used for planning and reflection.
•Staying top of mind with clients is essential during holidays.
•Authenticity and vulnerability are becoming more important in business.
•Setting clear objectives can guide focus for the year ahead.
•Flexibility in planning is key to adapting to changes.
•Video communication enhances personal connections.
•Networking is vital; leverage your connections.
Links
Craig Wahl – Fractional COO
Craig Wahl is a seasoned executive advisor, fractional COO, and leadership architect with a rare combination of lived experience, operational depth, and direct execution support.
Email: craig.wahl@njorth.ai
Company website: www.njorth.ai
LinkedIn: https://www.linkedin.com/in/craigawahl/
Leslie Macumber – Fractional CIO
I bring clarity and control to chaotic organizations, operating as a Fractional Fixer for IT & Data. My mission is simple: extinguish digital dumpster fires and transform overwhelming data disorder into clear, actionable insights before budgets melt down. I step in as a senior leader providing end-to-end C-suite governance, from strategic planning to enterprise risk management, so your executive team can focus on growth instead of looming technology disasters.
Email: leslie.macumber@gmail.com
Company website: www.njorth.ai
LinkedIn: https://www.linkedin.com/in/lmacumber/
Kendra Vyse – Business Stategist
As a business strategist I help service-based entrepreneurs scale their businesses with confidence by refining their offers, providing clear hiring roadmaps, and implementing systems that keep more money in your pocket. Together, we create a clear path to sustainable growth, ensuring your business is not only profitable but also aligned with your goals and vision.
Email: experts@cleardirectionadvisors.com
Company website: www.cleardirectionadvisors.com
LinkedIn: www.linkedin.com/in/kendravyse/
Ways to Tune In
•Amazon Music - https://music.amazon.com/podcasts/6e4e178d-5197-4e02-a97a-56d43b60a449/fractional-pros-canada-podcast
•YouTube – https://youtu.be/OJIrQuE5vHg
•Spotify – https://open.spotify.com/show/0F0J9sCNrr0cUSO3qkR844
•Creator: https://creators.spotify.com/pod/show/fractional-pros-canada
Fractional Pros Canada is produced by Frost Media Group
Learn more at https://frostmediagroup.com
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About Robert Mendelson: Fractional CMO
Robert Mendelson is one of Canada’s leading Fractional Chief Marketing Officers (Fractional CMO), bringing over 30 years of comprehensive marketing experience from both entrepreneurial ventures and major corporate roles. His practice is focused on driving significant growth for B2B and B2C clients within the eCommerce and manufacturing sectors.
A specialist in modern marketing strategy, Robert Mendelson utilizes generative AI to build custom AI agents and design efficient AI-powered workflows, providing his clients with a distinct competitive advantage. He implements the proprietary YORCMO framework, a system designed to deliver consistent, measurable marketing improvements and a clear return on investment.
As a central figure in the Canadian business landscape, Robert Mendelson founded Fractional Pros Canada, the country’s preeminent online community for fractional executives to connect, learn, and refer business. He is also the host of the popular Fractional Pros Canada podcast, where he shares insights with industry leaders.
For companies in Canada, the USA, and globally seeking expert fractional marketing leadership to scale their business, Robert Mendelson offers strategic guidance and proven solutions. To learn more about his fractional marketing services for the eCommerce and manufacturing industries, visit fractionalecommercecmo.com