Uncle Marv's IT Business Podcast (Real Talk for IT Pros & MSPs)

Marnie Stockman's journey from high school math teacher to CEO of Lifecycle Insights is a testament to her adaptability and problem-solving skills. She explains how her experience in education led her to customer success in the ed-tech world, eventually culminating in the creation of Lifecycle Insights, a company focused on improving quarterly business reviews (QBRs) for MSPs. The conversation shifts to the importance of customer success in the MSP industry. Marnie emphasizes the need for MSPs to move beyond technical jargon and focus on strategic, business-oriented discussions with clients. She highlights the evolution of QBRs and how they should be integrated into the sales process to demonstrate value and align with clients' business objectives. The latter part of the interview focuses on leadership, core values, and Marnie's current projects. She discusses her book "Lead It Like Lasso" and her podcast "The Lens of Leadership," which draws leadership lessons from the TV show Ted Lasso. Marnie provides insights on identifying and implementing core values in business, offering practical tips for MSPs to align their personal and company values.=== LinksLead it Like Lasso Website: https://www.leaditlikelasso.com/Lead it Like Lasso: A Leadership Book for Life: https://amzn.to/3Mdkseh=== SponsorsThis episode is sponsored by SuperOps, the modem PSA-RMM Software for MSPs and IT Professionals.The IT Business Podcast is powered by Netally, maker of innovative and reliable tools for wired and Wi-Fi network testing.Check out all of our partners: https://www.itbusinesspodcast.com/sponsors/ === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Steve Copeland introduces Rythmz as a carrier-agnostic solution that combines up to seven SIM cards to create a bonded aggregate network. This approach offers both increased bandwidth and redundancy, making it suitable for various applications including disaster recovery, business continuity, and event support. The technology acts as an SD-WAN for 5G and startups, providing a versatile internet solution. Copeland discusses the evolution of Rythmz from an event-focused solution to a comprehensive internet replacement option for businesses. He highlights use cases ranging from cybersecurity incident response to supporting food trucks with reliable POS connectivity. The conversation also covers the technical aspects, including performance capabilities, ease of setup, and compatibility with existing network infrastructure. Copeland emphasizes the partner-focused business model and the company's commitment to education and proof-of-concept trials for potential clients.Key Takeaways: Rythmz offers "internet in a box" using multiple SIM cards for increased bandwidth and redundancyThe solution can replace traditional internet connections in many business scenariosRythmz works on a partner-only model, targeting MSPs and IT service providersThe technology is easily deployable and configurable for various network setupsRythmz is developing AI-driven historic and predictive outage mapping for targeted marketingThe company offers proof-of-concept trials to demonstrate the technology's effectivenessEpisode Sponsor:Thread: http://itbusinesspodcast.com/thread === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Danny Jenkins provides insights into ThreatLocker's zero-trust framework and how it helps businesses implement the principle of least privilege. He explains the company's unified bundle, which combines allow listing, network controls, threat detection, and managed response services. Jenkins emphasizes the importance of shifting the security paradigm from default allow to default deny and educating the market about robust cybersecurity practices. The conversation covers the challenges MSPs face in implementing and selling security solutions to clients. Jenkins stresses the need for clear communication, quick response times, and thorough documentation when dealing with security measures. He also discusses ThreatLocker's recent activities, including their presence at Black Hat in Las Vegas and their upcoming Zero Trust World event in Orlando. Key Takeaways:Zero-trust security is about granting the least amount of privilege necessary for a taskThreatLocker offers a unified bundle combining allow-listing, EDR, MDR, and other security featuresZero Trust World is an annual cybersecurity event focused on hands-on learning and industry insightsMSPs need to evolve from IT support to proactive security managementThe cybersecurity industry needs to catch up with cybercriminals, who are currently about two years aheadAI-powered threats are increasing, creating new challenges for cybersecurity professionalsClear communication with clients about security measures is crucial for MSPsZero Trust World 2025: FEB 19 - 21, 2025 at Caribe Royale, Orlando, Florida Register here: https://zerotrustworld.threatlocker.com/Use discount code ZTWMBSYSTEMS25 for $200 off registrationEpisode Sponsor: SuperOps: https://itbusinesspodcast.com/superops === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Uncle Marv introduces TechCon Unplugged, an annual conference for IT business owners and managed service providers, scheduled for September 12-14 in Hanover, Maryland. The conference, now in its fifth year, originated from a desire to create a more inclusive and supportive environment for smaller IT professionals. ** Need a discount code for Techcon Unplugged? Use MSP75 for $75 bucks off.Joe Knezovich and Kyle Kenyon share their experiences attending TechCon Unplugged. They highlight the conference's intimate setting, which allows for more meaningful interactions with vendors and fellow attendees. Both emphasize the value of networking opportunities and the practical knowledge gained from presentations and informal discussions. The hosts discuss how TechCon Unplugged differs from larger industry conferences. They note that the event is more affordable, offers better access to vendors, and provides content specifically tailored to the needs of smaller IT businesses and MSPs. The conference's community-driven approach is praised, with attendees often contributing valuable insights and expertise. The conversation touches on the role of vendors at TechCon Unplugged. Unlike larger conferences, vendors at this event are described as less pushy and more focused on providing genuine assistance. The hosts share personal anecdotes of how vendor interactions at the conference led to beneficial business changes long after the event. Uncle Marv emphasizes the importance of time-saving strategies in IT businesses, sharing his own experiences with streamlining operations. The hosts also discuss the value of standardization and leveraging manufacturer support to improve efficiency. The episode concludes with a strong recommendation for IT professionals to attend TechCon Unplugged, highlighting its potential for business growth, networking, and learning.** Need a discount code for Techcon Unplugged? Use MSP75 for $75 bucks off.=== Sponsors:SuperOpsTruGrid === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

In this episode of the IT Business Podcast, host Uncle Marv sits down with Damien Stevens, founder and CEO of Servosity, to discuss the challenges and opportunities in the managed service provider (MSP) industry. Damien shares insights from his MSP Mindset podcast, which features interviews with successful entrepreneurs, authors, and coaches. The conversation covers the importance of transitioning from a technical expert to a business-focused mindset. Damien emphasizes the need for MSPs to adapt to changing business relationships and understand diverse vendors. He shares his personal experience of rapid team growth and the challenges he faced with inadequate backup processes, which led to the creation of Servosity. Damien and Marv discuss the evolution of backup and disaster recovery solutions, highlighting the increasing complexity of cyber threats and compliance frameworks. They explore the potential of artificial intelligence in IT services, emphasizing the importance of using AI to enhance customer experience rather than replacing human roles. The podcast also delves into the impact of technology on client expectations and business operations. Damien shares his vision for creating a community around his podcast content, similar to a Bible study group, where members can have meaningful discussions and support each other.Key Takeaways: Transitioning from a technical expert to a business-focused mindset is crucial for MSP success.Testing backups regularly is essential for ensuring data recovery.AI should be used to enhance customer experience, not replace human roles.Creating a community around podcast content can foster meaningful discussions and support.Adapting to changing client expectations due to technological advancements is important.Sponsors:This episode is brought to you by SuperOpsAdditional support provided by TruGrid === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Nick Scozzaro discusses the inception and evolution of ShadowHQ, a platform initially built to address cyber threats but now also used for other scenarios like natural disasters. Drawing from his background in secure communications at BlackBerry, Nick emphasizes the need for a digitized approach to incident response. ShadowHQ offers a comprehensive solution by providing a secure environment for managing crises, collecting evidence, and supporting audits and lawsuits post-incident. The platform's unique feature is its ability to digitize and automate response playbooks, which are adaptable to various industries and scenarios. The conversation also touches on the platform's capabilities and future developments. While ShadowHQ does not fully automate processes, it incorporates AI to identify gaps and suggest improvements. Nick highlights the importance of continuous readiness and the platform's compliance and insurance benefits. The episode concludes with a discussion on the proactive role organizations must play in maintaining and updating their incident response plans, and how ShadowHQ's roadmap is shaped by customer feedback. Key TakeawaysShadowHQ is a comprehensive platform for managing cyber crises, offering secure environments for incident response.The platform supports evidence collection and protection, crucial for audits and lawsuits.ShadowHQ's digital playbooks are adaptable to various industries and scenarios, enhancing readiness and resilience.Continuous readiness and regular updates are essential for effective incident response.ShadowHQ's development is driven by customer feedback, with AI features to identify gaps and suggest improvements.Sponsors and Partners: Thread: http://itbusinesspodcast.com/thread === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Uncle Marv kicks off the episode by introducing Anup Ghosh and ThreatMate, a company focused on improving cybersecurity for IT networks. Anup shares insights into the company's approach to attack surface management, emphasizing the importance of viewing security through an adversarial lens. Unlike traditional vulnerability management tools, ThreatMate identifies "security exposures," which include insecure protocols and default passwords, offering a comprehensive view of potential threats. The discussion highlights ThreatMate's capabilities in managing both external and internal network threats. Anup explains how their platform can inventory network devices, conduct continuous security audits, and perform authenticated scans for compliance. The conversation also touches on ThreatMate's integration with ConnectWise PSA and plans for further partnerships. Additionally, Anup introduces their AI-powered vulnerability management platform, which prioritizes significant risks to streamline the workload for managed service providers. The episode concludes with a look at ThreatMate's partnership with SeedPod Cyber, offering discounted ransomware insurance to clients.Key Takeaways:ThreatMate's platform focuses on identifying security exposures beyond traditional vulnerabilities.Continuous, lightweight network scans help maintain a strong security posture.AI and machine learning are integral to ThreatMate's approach, reducing the burden on service providers.Integration with ConnectWise PSA and other platforms enhances ThreatMate's service offerings.The partnership with SeedPod Cyber provides clients with access to discounted ransomware insurance.Sponsors and Partners: Thread: http://itbusinesspodcast.com/thread === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Uncle Marv and Shanna Utgard kick off the episode with a lively exchange, reminiscing about Shanna's journey from nearly falling victim to a ransom attack to becoming a respected figure in cybersecurity. The discussion quickly shifts to a pressing news story involving a dispute between Microsoft, CrowdStrike, and Delta Airlines. Delta has accused these tech giants of contributing to a recent IT outage that reportedly cost the airline over $500 million. Both Microsoft and CrowdStrike have denied these claims, suggesting that Delta's own delayed monetization efforts were to blame. Shanna emphasizes the complexities of third-party losses in cybersecurity, highlighting how such disputes often lead to finger-pointing and legal entanglements. The episode also explores the unexpected dominance of Zoom as the go-to remote support tool, with Uncle Marv sharing personal anecdotes about his experiences with various vendors. The conversation touches on the shift in support dynamics since the pandemic, leading to Zoom's widespread adoption for technical assistance. The episode wraps up with a humorous nod to Star Trek Picard, showcasing the fun and engaging rapport between Uncle Marv and Shanna. Key Takeaways: Shanna Utgard's inspiring transformation into a cybersecurity advocate.The ongoing dispute between Microsoft, CrowdStrike, and Delta Airlines regarding an IT outage.Insights into the challenges of third-party losses in cybersecurity.The rise of Zoom as a preferred tool for remote support.Lighthearted discussions about technology and pop culture, including Star Trek Picard.Show Sponsors:SuperOps: https://www.itbusinesspodcast.com/SuperOpsTruGrid: https://www.itbusinesspodcast.com/TruGrid === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Marvin and Chris kick off the discussion by exploring the core functionalities of the MSP Process platform. Chris explains how the platform helps MSPs verify the identity of end-users and technicians, thereby preventing unauthorized access and AI voice phishing attacks. The platform's unique technician verification feature is particularly emphasized as a critical tool to thwart malicious actors. The conversation then shifts to the platform's security features, including encrypted communication and data storage on Azure. Chris highlights the platform's integration with major PSA solutions, allowing seamless operation within existing workflows. They also discuss the potential of AI technology in enhancing MSP operations, with Chris sharing insights into ongoing AI projects aimed at improving communication and security. Finally, Marvin and Chris touch upon the platform's pricing model, which is based on the number of technicians using the system, and its customizable branding options. They conclude with plans for future events and the anticipation of more vendor interviews and podcasts.Key TakeawaysUser and Technician Verification: The platform offers unique verification methods to prevent unauthorized access and phishing attacks.Secure Data Sharing: Features include encrypted communication and secure data storage on Azure, ensuring the safety of sensitive information.AI Integration: Ongoing projects aim to leverage AI for enhanced security and communication within MSP operations.Customizable Branding: The platform is fully brandable, allowing MSPs to maintain their identity while using the tool.Pricing Model: The platform is priced based on the number of technicians, with a minimum of five licenses required for concurrent use.=== Sponsors and PartnersThis episode is sponsored by Thread === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

In this engaging episode, Uncle Marv and MacKenzie Brown explore the critical role of threat intelligence in modern cybersecurity. MacKenzie explains the dual nature of her role at Blackpoint Cyber, balancing threat research with enabling their SOC team to respond effectively to cyber threats. She emphasizes the importance of understanding both academic and real-world threat intelligence and how MSPs can leverage this knowledge to protect their clients better. MacKenzie introduces the concept of the democratization of threat intelligence, advocating for making threat intelligence more accessible and actionable for MSPs. She highlights the challenges MSPs face, such as limited resources and the need to educate clients on the importance of cybersecurity. The conversation also touches on the necessity of having strong, supportive vendor partnerships that provide actionable intelligence and not just tools. MacKenzie shares her personal experiences and insights from her career, offering a unique perspective on the intersection of IT and cybersecurity. Key Takeaways: Dual Role at Blackpoint Cyber: MacKenzie balances threat research and enabling SOC operations.Democratization of Threat Intelligence: Making threat intelligence accessible and actionable for MSPs.Academic vs. Real-World Threat Intelligence: Understanding the difference and its applicability.Challenges for MSPs: Limited resources and the need for client education.Vendor Partnerships: Importance of having supportive vendors that provide actionable intelligence.Proactive vs. Reactive Security: Shifting focus from reactive to proactive security measures.Importance of Basic Security Practices: Emphasizing fundamental security controls.Cybersecurity Misconceptions: Addressing the misconception that MSPs don't understand security.Cost of Cybersecurity: Discussing the financial challenges and the need for affordable solutions.Future of Cybersecurity: Insights into the evolving landscape and the role of MSPs.Links:Florida Mom Accused of Screwing Nail into Daughter's Buttocks: https://tinyurl.com/muh7chhjVuori Clothing (MacKenzie's Favorite Leggings): https://vuoriclothing.com/ === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Rob Rae, known as the "godfather of the channel," shares insights from his extensive experience in the MSP industry. He discusses the significance of building relationships and fostering community within the IT sector, emphasizing how these factors contribute to long-term business success. Rae reflects on his early experiences with ASCII events and how they shaped his understanding of the MSP community. The conversation explores the changing nature of technology consumption, influenced by the pandemic and the preferences of younger generations. Rae highlights the shift towards marketplace models and the importance of adapting to new buying behaviors. He also touches on Pax8's recent and upcoming events, including Beyond 2023 in Denver and the upcoming Beyond Berlin, showcasing the company's growth and international expansion. Key Takeaways: Community building is crucial in the MSP industryThe pandemic and younger generations are driving changes in technology consumptionMarketplaces are becoming increasingly important in the IT sectorFace-to-face relationships still hold value in the MSP worldThe lifetime value of contracts through MSPs is significantly higher than direct vendor salesThe MSP industry is experiencing substantial growth, with predictions of billion-dollar MSPs in the near futureBalancing professionalism with approachability is important in business interactionsInternational expansion is a key focus for major players in the MSP spaceLinks:ASCII Edge - The MSP Conference: https://events.ascii.com/Pax8: https://www.pax8.com/en-us/ === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

In this episode, Ted and Woody explain the functionality of Uncompromized, which provides identity theft protection, dark web monitoring, and internet privacy for individuals. They detail how the service allows MSPs to invite clients to subscribe easily, offering them immediate monitoring and protection against identity theft. The discussion also touches on the significance of scrubbing personal information from data broker sites, a feature that sets Uncompromized apart from traditional identity protection services. Ted and Woody share insights on the user-friendly nature of the service, its cost-effectiveness, and how it can help MSPs expand their service offerings while enhancing their clients' security posture. Key takeaways from the episode include the ease of onboarding for clients, the importance of protecting employees' personal data, and the potential for MSPs to generate revenue through this service. The conversation underscores the evolving landscape of cybersecurity and the need for MSPs to adapt and provide comprehensive solutions that address the challenges posed by remote work and increased digital threats.Key TakeawaysUncompromized offers identity theft protection, dark web monitoring, and internet privacy for individuals.The service is easy to deploy and requires no complex installations.MSPs can invite clients to subscribe, providing immediate monitoring and protection.The product helps scrub personal information from data broker sites.MSPs can earn revenue as employees pay for the service over time.Uncompromized is designed to enhance security for remote workers and their families. === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Uncle Marv sits down with Dori Spade, who has over 17 years of experience in the MSP industry, having worked with MSPs ranging from $8 million to over $100 million in value. Dori discusses her transition from managing MSPs to founding Call to Action, a consulting firm that helps MSPs navigate common challenges such as role clarity and scaling. She emphasizes that regardless of the size of the MSP, the foundational principles of customer service and technical support remain constant. Dori also highlights the importance of Quarterly Business Reviews (QBRs) in maintaining strategic oversight of clients, a practice she refined over her career. She shares insights into the common pitfalls MSPs face, including the lack of clear roles and responsibilities and the challenges of scaling. Dori's current focus is on helping MSPs increase their wins in new business sales by breaking down silos between sales and service teams. She concludes by expressing her admiration for the ASCII organization and her plans to engage more deeply with its community.Key TakeawaysDori Spade has extensive experience in the MSP industry, having worked with both small and large MSPs.She founded Call to Action to help MSPs overcome common challenges and achieve success.Clear roles and responsibilities are crucial for the efficient operation of MSPs.Quarterly Business Reviews (QBRs) are essential for strategic client management.Scaling is a challenge for MSPs of all sizes, requiring tailored strategies for growth.Bridging the gap between sales and service teams can lead to increased success in new business sales.Dori plans to engage more with the ASCII community and attend future events.Links:Call to Action Website: https://calltoactionllc.com/ASCII Edge - The MSP Conference: https://events.ascii.com/ === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Uncle Marv welcomes Corey Tapper, a new ASCII member and owner of Techevolution, to the IT Business Podcast. Corey shares his experience attending ASCII events over the years before finally becoming a member, citing the emotional impact of seeing Frank Abagnale speak and the valuable networking opportunities. Techevolution, Corey's company, has been in business for 25 years. It started as a break-fix operation and transitioned to an MSP model about 8-10 years ago. What sets Tech Evolution apart is their ownership of a data center, allowing them to offer full-service technology solutions to their customers. Corey explains that his journey into data center ownership began with a bet to host email and websites on a dial-up connection. Recognizing the potential for recurring revenue, he gradually built out a server room and eventually a full-fledged data center. This unique approach allowed Techevolution to offer services like shared Exchange hosting before it was widely available. The company serves clients primarily in the New England area for MSP services but has hosting customers worldwide. Corey describes their data center setup, emphasizing their $3 million investment in equipment and infrastructure. They also offer co-location services to other MSPs and companies. Corey highlights the benefits of ASCII membership, particularly the peer groups and the supportive community. He values the ability to seek advice from fellow members and the spirit of collaboration, even among competitors. Key Takeaways:ASCII events provide valuable networking and learning opportunitiesTransitioning from break-fix to MSP model can enhance business stabilityOwning a data center can provide unique service offerings and revenue streamsPeer support and community are crucial benefits of ASCII membershipCollaboration among MSPs can lead to mutual growth and success === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Uncle Marv begins by interviewing Eric Pinto from SocSoter, who discusses their new reporting platform designed to help MSPs prepare for audits and compliance checks. Pinto emphasizes the importance of providing evidence for services offered to customers, especially in the context of 24/7 coverage. Next, the host speaks with Dave Cava, partner at Encore Strategic and co-author of "The Pumpkin Plan for Managed Services." Cava shares insights on helping MSPs understand pricing and customer approach strategies. He mentions positive feedback from his presentation, particularly regarding a case study on a $200,000 MSP. The interview with Nick Wolf from Cork reveals a new partnership with DataStream, a cyber insurance broker. This collaboration allows MSPs to receive instant cyber insurance quotes through the Cork dashboard. Wolf also mentions Cork's participation in upcoming ASCII events and their first presentation at the current event. Joel Zaidspiner of Channel Pro discusses the publication's role in supporting MSPs and their upcoming events. He highlights the Channel Pro Defend event focusing on cybersecurity, scheduled for August 7th and 8th in New Jersey. Zaidspiner also outlines future events in Charlotte, Dallas, and Los Angeles, each with specific themes such as AI and cybersecurity. === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Uncle Marv hosts the IT Business Podcast live from ASCII Edge in Boston, featuring guest Brianna Rubino, Director of Events for the ASCII Group. Brianna shares insights on ASCII's 40th anniversary celebration and the ongoing event series. The ASCII EDGE event series includes nine events across North America, with eight in the U.S. and one in Canada. Brianna hints at exciting plans for 2025, including new locations for events. The ASCII Cup, set to take place in Tampa Bay, will be a significant celebration featuring an 80s theme and a "Back to the Future" party. Brianna discusses her role in planning these events and the process of selecting speakers. She emphasizes the mutual benefits for speakers and attendees, as it allows business owners to showcase their knowledge and interact with peers. The interview touches on Brianna's three-year tenure with ASCII and how the events compare to her previous experiences. She describes the ASCII community as a "traveling circus," highlighting the recurring cast of vendors and members across different cities. The conversation concludes with a tease about the upcoming ASCII Cup celebration in Tampa, promising a big and amazing event to mark the 40th anniversary. Key Takeaways: ASCII is celebrating its 40th anniversaryASCII EDGE series includes 9 events across North AmericaASCII Cup in Tampa Bay will feature an 80s themeNew event locations planned for 2025ASCII events provide networking opportunities for members and vendorsBrianna Rubino has been with ASCII for 3 years as Director of EventsLinks:ASCII Edge: https://events.ascii.com/ === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

In this episode of the IT Business Podcast, Uncle Marv interviews Ann Westerheim from Ekaru at the ASCII EDGE event in Boston. Ann discusses her book "Cybersecurity for Main Street, Cyber Fit in 21 Days," which aims to simplify cybersecurity concepts for small businesses. She emphasizes the importance of basic security measures like multi-factor authentication and explains how her book has led to speaking opportunities. The conversation examines recent cybersecurity incidents, including the CrowdStrike update issue, and how these events raise awareness among businesses. Ann and Uncle Marv stress the importance of incident response planning and testing, as well as the need for continuous cybersecurity education.They also discuss the challenges of convincing clients to invest in cybersecurity measures, highlighting the need to frame the conversation in terms of business risk and potential financial impact. The interview concludes with Ann sharing her experiences as an ASCII member and the benefits of attending industry events. Key Takeaways: Simple cybersecurity measures can significantly reduce risks for small businessesRecent incidents highlight the importance of cybersecurity awareness and planningFraming cybersecurity in terms of business risk helps convince clients to investContinuous education and repetition are crucial for cybersecurity awarenessIndustry events and memberships provide valuable networking and learning opportunitiesLinks:Ann's Company: https://www.ekaru.com/Ann's Book "Cyberseurity for Main Street": https://amzn.to/3yhxgNqASCII Edge: https://events.ascii.com/ === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Uncle Marv interviews Dawn Sizer at the ASCII event in Boston, marking their first in-person meeting. Dawn shares her experience speaking at the event about automation and the positive response from attendees. They discuss the challenges of remote work verification, particularly in light of deepfake technology, and explore potential solutions such as enhanced background checks and identity verification methods. The conversation shifts to recent vendor issues in the industry, with both acknowledging that such problems could affect any company. They also touch on the problem of remote workers using automation to fake activity, highlighting the need for better monitoring solutions. Dawn elaborates on the benefits of ASCII membership, which she's been part of since around 2017. She emphasizes the value of community, networking opportunities, and financial benefits such as discounts on business insurance and vendor relationships. Dawn also mentions ASCII's women's network, which provides support and business-building opportunities for women at all levels in IT organizations. Key Takeaways: Remote work verification is becoming increasingly challenging due to deepfake technologyEnhanced background checks and identity verification may be necessary for remote hiringRecent vendor issues highlight the vulnerability of all companies in the industryASCII membership provides valuable community, networking, and financial benefits for MSPsASCII offers a women's network for support and business-building in the IT sectorLinks: ASCII Edge - The MSP Conference: https://events.ascii.com/3rd Element Consulting: https://www.3rdelementconsulting.com/ === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Uncle Marv welcomes Kris Shoemaker from Cavelo to discuss their data risk management platform. Cavelo positions itself under the attack surface management umbrella, offering a comprehensive solution for MSPs that includes data discovery and classification, vulnerability management, identity access management, and asset discovery. Kris explains that Cavelo's approach is data-centric, focusing on protecting a company's data and intellectual property. The platform uses agents deployed on Windows, Mac, and Linux devices to discover and classify sensitive information according to various frameworks. This allows MSPs to identify and protect their clients' "crown jewels." The vulnerability management module of Cavelo is highlighted as a robust solution, competing with major players in the field. Kris emphasizes that while Cavelo excels at finding and prioritizing vulnerabilities, it integrates with existing remediation tools rather than handling remediation itself. The identity access management feature is discussed, which helps identify users with access to sensitive data and tracks their activities. Cavelo integrates with both on-premises Active Directory and Office 365 tenants to provide a comprehensive view of permissions. Kris describes the onboarding process as streamlined and MSP-friendly, with easy deployment options and self-updating agents. He emphasizes that Cavelo is designed for ongoing monitoring rather than one-time assessments, though it can perform quick scans for potential new clients. The interview concludes with a discussion of Cavelo's position in the cybersecurity landscape. Kris positions Cavelo as a "left of boom" solution, focusing on proactive visibility and insights to help prevent or mitigate security incidents. Key Takeaways: Cavelo offers a comprehensive data risk management platform for MSPsThe platform focuses on data discovery, classification, vulnerability management, and identity access managementCavelo uses agents on various operating systems to discover and classify sensitive dataThe vulnerability management module competes with major players in the fieldCavelo integrates with existing remediation tools rather than handling remediation itselfThe platform provides insights into user access and permissions across on-premises and cloud environmentsCavelo positions itself as a proactive, "left of boom" solution in the cybersecurity landscapeWebsite: https://www.cavelo.com/ === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Damon West, the keynote speaker at ASCII Edge in Boston, joins Uncle Marv to discuss his extraordinary life story. West begins by praising ASCII Edge for their exceptional client relationships and event organization. West recounts his past as a Division 1 starting quarterback at the University of North Texas, whose career was cut short by injury. This led to substance abuse issues, which escalated when he was introduced to methamphetamine while working as a stockbroker in Dallas. His addiction spiraled out of control, resulting in a life of crime and eventually a life sentence for organized crime. The turning point in West's life came in Dallas County Jail, where he met a seasoned convict named Muhammad. Muhammad shared the powerful analogy of the coffee bean, encouraging West to be like a coffee bean that changes its environment rather than being changed by it. This philosophy transformed West's outlook and behavior in prison. West describes how he became a positive influence in prison, helping others and maintaining a hopeful attitude. His transformation was so significant that after seven years, the parole board interviewed him and ultimately released him. West now lives on parole until 2073 but has become a sought-after motivational speaker and author. The interview touches on West's efforts to find Muhammad after his release, only to discover he had passed away. In honor of Muhammad's impact, West established a scholarship in his name for students from Muhammad's old neighborhood. West concludes by mentioning his books, including "The Coffee Bean: A Simple Lesson to Create Positive Change" and his autobiography "The Change Agent." Buy the Books!The Coffee Bean: A Simple Lesson to Create Positive Change: https://amzn.to/4djhdxrThe Change Agent: https://amzn.to/3WfXk3sKey Takeaways: Adversity can be an opportunity for personal growth and transformationThe power of positive thinking and hope in overcoming challengesThe importance of being a "coffee bean" - changing your environment rather than letting it change youThe impact of servant leadership and believing in othersThe value of education and giving back to the community === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Uncle Marv kicks off the episode by acknowledging the sponsor, SuperOps, and dives into the major news of the CrowdStrike incident. A faulty sensor configuration update from CrowdStrike led to widespread computer outages affecting about 8.5 million Windows machines globally. Marv explains how he managed client concerns and highlights the critical need for robust disaster recovery strategies and business continuity planning. He underscores the importance of having a comprehensive crisis response plan and testing it regularly to ensure effectiveness. Marv also praises the IT community for their rapid response and effective communication during the incident, noting the collaborative efforts across various platforms and peer groups. Marv shares his personal weekend ordeal with a new HP system that repeatedly blue-screened at a client's site but worked fine in his office. After troubleshooting, he discovered a faulty NVIDIA T1000 add-in card was the culprit. He also recounts the sudden resignation of a staff member, CJ, and the ensuing challenges due to the lack of communication from the client. The episode wraps up with Marv discussing his upcoming trip to ASCII Edge and encouraging listeners to use his Amazon affiliate link to support the podcast.Key TakeawaysCrowdStrike Incident: A faulty sensor configuration update caused widespread outages, emphasizing the need for robust disaster recovery and business continuity plans.Rapid Response and Communication: Effective communication and collaboration within the IT community were crucial in managing the incident.Personal Troubleshooting: Marv's experience with a faulty NVIDIA T1000 card highlights the challenges of diagnosing hardware issues.Staff Resignation: The importance of clear communication between clients and service providers was underscored by a sudden staff resignation.LinksASCII Edge 2024: https://events.ascii.com/CrowdStrike Lessons: https://tinyurl.com/9esmm7ysCrowdStrike Community Support: https://tinyurl.com/mhypna7t === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Boost MSP Efficiency with Strategy OverviewWebsite: https://www.strategyoverview.com/In this episode, Uncle Marv sits down with Alex Markov to delve into Strategy Overview, a software platform tailored for MSPs to optimize their strategic planning and client management. Alex explains how the platform's powerful and flexible template engine allows MSPs to standardize their processes and save significant time. The user-friendly interface and comprehensive client portal are highlighted as key features that set Strategy Overview apart from other tools. The discussion also covers the platform's development history. Initially created as a spreadsheet to manage Alex's own MSP operations, it evolved into a multi-tenant product over seven years. This journey involved overcoming various challenges and continuously refining the tool based on user feedback. Alex and Marv explore the platform's extensive features, including QBRs, asset management, Office 365 licensing, and a ticketing system integrated with ConnectWise. They also discuss the future of Strategy Overview, particularly the integration of AI to automate tasks and further reduce the workload for MSPs. The episode concludes with insights into the MSP industry, the advantages of different business models, and the importance of maintaining a balance between growth and personalized customer service.Key TakeawaysUnique Template Engine: Strategy Overview's template engine allows MSPs to create customized reports and standardize processes efficiently.User-Friendly Interface: The platform is designed with a clean and intuitive UI, enhancing user experience.Comprehensive Client Portal: Clients can access their strategy, health scores, budgets, and tickets through a white-labeled portal.Development Journey: The platform evolved from a spreadsheet to a sophisticated tool over seven years, driven by real-world MSP needs.Future AI Integration: Plans to integrate AI aim to automate QBR prep and ticket handling, saving significant time for MSPs.Industry Insights: Discussion on the benefits of different MSP business models and the trend towards boutique service providers. === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Revolutionizing SaaS Security with OvereWebsite: https://www.overe.io/In this episode, Uncle Marv welcomes Paul Barnes, co-founder and CEO of Overe, to discuss their SaaS security platform and its role in the IT Nation Pitch It Accelerator program. Overe focuses on providing automated security analysis and continuous monitoring for SaaS applications, addressing the increasing number of cloud security incidents. Key Highlights: Introduction to Overe: Paul explains that Overe was created to address the growing need for SaaS and cloud application security. The company offers two main products: Novia Assess, a free tool for visibility and risk assessment, and Overe Protect, a comprehensive service for policy enforcement and adversarial activity response.Focus on Microsoft 365: Overe initially targets Microsoft 365 due to its widespread use among MSPs and their clients. The company plans to expand to other popular SaaS applications like Google Workspace.M365 Benchmark Audit: Overe's free assessment tool goes beyond Microsoft's security score by providing a customized score based on the client's licenses, company attributes, and security policies. It also includes dark web monitoring and MFA status checks.Licensing and Security: Paul discusses the challenges MSPs face in upgrading clients from basic to premium security licenses. Overe's tools help MSPs demonstrate the need for higher security levels without necessarily pushing for the expensive E5 license.Automated Responses: Overe's platform includes automated policy enforcement and response to adversarial activities. The system continuously monitors for policy drifts and automatically re-enforces security settings if they are altered.Framework Alignment: Overe's policies align with frameworks like NIST and CMMC, providing MSPs with benchmarking against industry standards.Unique Selling Points: Overe differentiates itself with a user-friendly setup, comprehensive threat intelligence, and integration with endpoint data to reduce false positives and provide high-confidence alerts.Market Strategy: While Overe is focused on MSPs, the platform is also accessible to mid-market and enterprise clients. The company is expanding its presence in the U.S., recognizing the significant market potential.Future Plans: Overe aims to enhance its product offerings, expand its monitoring capabilities, and strengthen its U.S. sales and distribution channels. The company is committed to supporting MSPs and attending industry events like IT Nation.Key TakeawaysOvere offers innovative SaaS security solutions with automated analysis and continuous monitoring.The platform initially focuses on Microsoft 365 but plans to expand to other SaaS applications.Overe's tools help MSPs assess and improve client security without pushing for unnecessary high-cost licenses.Automated policy enforcement and response features ensure continuous protection against security threats.Overe's policies align with industry frameworks like NIST and CMMC, providing valuable benchmarking.The company is expanding its presence in the U.S. and aims to support MSPs through easy-to-use tools and strategic partnerships. === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Uncle Marv welcomes Tim Coach to discuss strategic spending in IT businesses. Tim emphasizes the importance of aligning spending with business goals and market demands. He advises against arbitrary budget cuts, instead recommending a focus on ROI and strategic investments. Tim highlights the significance of investing in both technology and talent. He suggests prioritizing spending on areas that directly impact customer satisfaction and business growth. Tim also discusses the need for flexibility in budgeting, allowing for adjustments as market conditions change. The conversation covers the challenges of balancing short-term needs with long-term investments. Tim recommends a mix of both, ensuring immediate operational needs are met while also planning for future growth. He stresses the importance of continuous learning and adaptation in the fast-paced IT industry. Tim shares strategies for maximizing ROI, including careful vendor selection, negotiation tactics, and leveraging partnerships. He also discusses the value of investing in employee training and development to enhance productivity and retention. The episode concludes with Tim's advice on creating a culture of strategic spending within organizations. He emphasizes the need for clear communication, alignment across departments, and regular review of spending strategies to ensure they remain effective and relevant. Key Takeaways: Align spending with business goals and market demandsFocus on ROI rather than arbitrary budget cutsInvest in both technology and talentPrioritize spending that impacts customer satisfaction and growthMaintain flexibility in budgeting to adapt to market changesBalance short-term needs with long-term investmentsMaximize ROI through careful vendor selection and partnershipsInvest in employee training and developmentCreate a culture of strategic spending within the organizationRegularly review and adjust spending strategiesLinks: Florida Man Wrestles Alligator in Fire Station: https://youtu.be/OW9OhDvdMjA === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

In this episode of the IT Business Podcast, host Uncle Marv interviews William Hibbard, owner of TorqueNet LLC. The two discuss Bill's journey from Air Force cyber operations officer to running his own Managed Service Provider (MSP) business. Hibbard shares insights on transitioning from a hobby to a full-fledged business, his approach to cybersecurity, and the challenges of being a solo tech. Bill explains how his Air Force background in information assurance prepared him for his current role, though he notes that the business aspects required separate learning. He discusses his company's evolution, including the move from Colorado to Florida, and how he maintained 80% of his customer base during the relocation. The conversation covers Bill's security stack, which includes tools like ThreatLocker and Huntress, and his perspective on balancing security with usability for clients. He also shares valuable advice for solo MSPs, emphasizing the importance of collaboration with other local IT professionals. Throughout the interview, Uncle Marv and Bill reminisce about their shared past in Satellite Beach, Florida, including their time on the track team and working at McDonald's. They discuss how their hometown has produced several IT professionals and touch on upcoming reunions. Key Takeaways: Air Force experience in cyber operations can provide a strong foundation for running an MSPTransitioning from hobby to business requires adapting pricing and service modelsCollaboration with other local MSPs can be beneficial for solo operatorsA robust security stack is crucial, but must be balanced with client usabilityContinuous learning and adapting to new technologies is essential in the IT industryWebsite: https://torquenet.net/ === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Stuart Holtby introduces Get In Sync as a comprehensive platform that helps businesses uncover their IT strategy. He uses the analogy of a treasure map to explain how the tool works, assisting organizations in putting together all their applications, information, projects, and processes to visualize their overarching strategy. The platform goes beyond traditional IT spend analysis, incorporating various aspects of business operations. It uses frameworks like TBM to provide a holistic view of technology-related costs and budgets. Get In Sync creates a two-way marketplace where both MSPs and their clients can actively participate in strategic planning. Stuart emphasizes that Get In Sync is designed to be a leading indicator, unlike QBRs which are lagging indicators. The tool provides real-time insights, allowing businesses to make informed decisions quickly. It features idea creation and prioritization capabilities, enabling organizations to foster innovation and vet new ideas effectively. The platform is AI-enabled, making it easy for users to access information using natural language queries. It offers view access to everyone in an organization while distributing portfolio management responsibilities across different departments. Get In Sync is positioned as a sell-through product for MSPs, allowing them to boost their VCIO margins and resell the application to clients. Stuart discusses the pricing model and mentions ongoing efforts to integrate with ConnectWise Manage, particularly for project management. Key Takeaways: Get In Sync helps businesses visualize and develop their IT strategyThe platform provides a holistic view of technology-related costs and budgetsIt offers real-time insights, unlike traditional quarterly business reviewsThe tool features idea creation and prioritization capabilitiesAI-enabled functionality allows easy access to informationGet In Sync can be resold by MSPs to boost VCIO marginsWebsite: https://getinsync.ca/ === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Uncle Marv interviews Kevin Lancaster and Matt Solomon from Channel Program about their new product, MyITspend. The guests introduce the tool as a client management solution designed to help MSPs optimize their client relationships and boost revenue. Kevin explains that MyITspend grew out of the need to solve big problems in the MSP industry and make operations more efficient. The tool started with the Navistack concept, which helps MSPs visualize their technology stack and identify gaps. MyITspend expands on this by allowing MSPs to manage their own and their clients' technology spend, contracts, and subscriptions. Matt highlights the tool's ability to uncover shadow IT and provide greater visibility into clients' technology investments. This enables MSPs to have more mature conversations during quarterly business reviews and identify new revenue opportunities. He also demonstrates the tool's interface, showing how it helps MSPs track their own expenses, manage contracts, and visualize their clients' technology stacks. They emphasize the tool's potential for lead generation, allowing MSPs to offer it to prospects as a way to gain insight into their IT spend. Kevin and Matt discuss pricing, with internal use starting at $99 per month and customer-facing licenses at $249 per month. They stress the tool's affordability and potential ROI through improved operational efficiency and new revenue opportunities. The conversation touches on the challenges of getting clients to share their technology spend information and how MSPs can position the tool as a valuable service. The guests also hint at future developments, including integrations with PSAs and features to help MSPs manage contracts and commissions from various sources. Key Takeaways: MyITspend helps MSPs manage their own and clients' technology spendThe tool provides visibility into contracts, subscriptions, and renewal datesIt can be used for lead generation by offering it to prospectsMyITspend enables more mature conversations during quarterly business reviewsThe tool helps MSPs differentiate themselves in a crowded marketplaceIt addresses operational inefficiencies in contract and subscription managementPricing is designed to be affordable for MSPs of all sizesFuture developments include integrations with PSAs and expanded featuresWebsite: https://info.channelprogram.com/myitspend === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Dawn Sizer, CEO of Third Element Consulting, joins Uncle Marv to discuss the success of her MSP business. She attributes their success to working closely with her husband and having a strong leadership team. Dawn shares insights on adopting AI tools like Copilot, emphasizing the importance of skilled workers to effectively use these tools. The conversation covers Third Element Consulting's high client retention rate, which Dawn credits to authenticity, transparency, and building strong relationships with clients. They discuss the challenges of providing IT services to diverse industries, including government agencies and cannabis businesses, focusing on high availability and compliance. Dawn talks about her active participation in the channel community, highlighting the benefits of peer learning and vendor relationships. She also shares her company's growth plans, including hiring a salesperson and aiming for significant revenue increases. The episode concludes with a discussion on recent Florida man stories and upcoming industry events. Key Takeaways: Strong leadership team and working with a spouse can contribute to MSP successEffective use of AI tools requires skilled workersHigh client retention stems from authenticity and strong relationshipsDiverse client industries require focus on high availability and complianceActive channel participation provides valuable peer learning opportunitiesGrowth strategies include hiring dedicated sales staffLinks from the show: Date Night with The Sizers: https://www.itbusinesspodcast.com/293Florida Man Uses Alligator to Open Beer Can: https://tinyurl.com/5ak58crw === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Joe Lohmeier, NinjaOne's new channel chief, joins the IT Business Podcast to discuss the company's recent developments and growth. NinjaOne, formerly known as NinjaRMM, has expanded its offerings to become a unified endpoint management platform serving both MSPs and internal IT departments. The conversation covers NinjaOne's rebranding, its recognition as a top RMM solution for 20 consecutive quarters, and the launch of the Ninja One Now partner program. Lohmeier highlights the company's focus on customer satisfaction, product innovation, and responsiveness as key factors in their success. NinjaOne's platform now includes features such as RMM, backup, patch management, endpoint monitoring, and mobile device management. The company has seen significant growth in both the MSP and enterprise markets, with some customers managing over 100,000 endpoints. Lohmeier discusses the challenges faced by MSPs in managing increasingly vulnerable and risky endpoints, and how NinjaOne is positioned to help address these issues. He also touches on the company's approach to AI integration, emphasizing a cautious and thoughtful implementation to ensure security and reliability. The interview concludes with insights into NinjaOne's global expansion, its record growth in 2023, and hints at upcoming announcements in the fall. Key Takeaways: NinjaOne has rebranded from NinjaRMM and expanded its offeringsThe company has been rated the #1 RMM for 20 consecutive quartersNinjaOne Now partner program launched to simplify partnershipsNinjaOne serves both MSPs and internal IT departmentsThe platform includes RMM, backup, patch management, and MDM featuresNinjaOne is seeing growth in both SMB and enterprise marketsThe company is taking a cautious approach to AI integrationNinjaOne is expanding globally with a strong presence in APAC and EMEAWebsite: https://www.ninjaone.com/ === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Sudhir Nambiar, co-founder and CEO of XAmplify, introduces their marketing automation platform tailored for MSPs and IT service providers. The platform offers solutions for channel marketing, partner relationship management, and through-channel marketing automation. XAmplify allows MSPs to conduct co-branded campaigns with multiple vendors, addressing the challenge of managing relationships with 10-15 vendors simultaneously. The platform provides a centralized location for marketing activities, deal registrations, and vendor management. Key features of XAmplify include: Co-marketing and co-selling capabilitiesIntegration with popular CRMs and PSAsWhite-label and co-branding optionsVideo hosting and landing page creationList management with built-in validationMulti-tenancy for managing multiple vendor relationshipsBidirectional sync between CRMs and marketing automation toolsSudhir emphasizes the platform's ability to protect MSPs' leads and contacts while enabling efficient collaboration with vendors. XAmplify also offers features for lead sharing, deal registration, and pipeline visibility. The platform aims to help MSPs grow their business by providing tools for revenue growth, closing deals faster, and expanding their service offerings. Sudhir shares his background as a former MSP, which influenced the development of XAmplify to address common industry challenges. Key Takeaways: XAmplify offers a centralized platform for MSPs to manage multiple vendor relationshipsThe platform provides co-marketing and co-selling capabilitiesIntegration with popular CRMs and PSAs streamlines workflowBuilt-in list validation and management protect MSPs' dataXAmplify aims to help MSPs grow revenue and close deals fasterWebsite: https://xamplify.com/ === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Wayne Creamer, founder and CEO of Symoda, returns to the IT Business Podcast to discuss the evolution of their customer-centric communication platform for managed service providers (MSPs). With 20 years of experience in the MSP space, Wayne identified communication as a recurring problem among customers, which led to the creation of Symoda. Initially a mobile-based solution, Symoda is expanding to desktop and team platforms like Slack and Teams. The platform integrates with ConnectWise and Autotask, enhancing communication and support within organizations. It offers features such as customizable push notifications, streamlined ticket management, and user onboarding processes. Wayne emphasizes the importance of effective communication in managing customer relationships. Symoda’s push notification feature allows for targeted communication with customers, helping to resolve issues quickly and improve satisfaction. The platform aims to enhance communication at all levels: end-user, MSP contact, and VIP support. The discussion also covers Symoda’s progress since last year, including the addition of a free customer option with marketing material, training, and a one-person trial. Wayne mentions plans for future integrations with other tools like Zendesk, Freshdesk, Halo, and Simot, aiming to make their solution end-user centric and adaptable to different tool changes. Artificial Intelligence (AI) development is underway at Symoda, with the goal of improving efficiency and providing personalized support options. Wayne shares insights on building customer trust, personalization, and the value of feedback in product evolution. Key Takeaways: Symoda addresses communication challenges in the MSP industryThe platform is expanding from mobile to desktop and team platformsIntegration with ConnectWise and Autotask enhances communication and supportAI development aims to improve efficiency and personalized supportEffective communication is crucial for managing customer relationshipsSymoda offers customizable push notifications and targeted communicationFuture integrations planned with various tools to increase adaptabilityWebsite: https://symoda.com/ === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Uncle Marv and Matt Koenig catch up after a missed meeting at IT Nation Secure. They discuss NodeWare's continuous vulnerability management solution and its recent spin-off as a separate company. Matt highlights Nodeware's compliance with various cybersecurity standards, including the recently updated CIS control version 8.1. The conversation covers Nodeware's new patch management feature, which allows users to schedule and deploy Windows updates directly from the dashboard. Matt explains the process of selecting and applying patches, emphasizing the importance of giving users notice before reboots. They discuss the challenges MSPs face in implementing vulnerability management across all clients and Nodeware's efforts to address these concerns. Matt mentions potential partnerships with third-party companies to assist MSPs in managing the initial influx of vulnerability data. The podcast touches on NodeWare's integrations with various platforms and marketplaces, as well as upcoming features like third-party patching for Windows ecosystem applications and support for Mac and Linux systems. Uncle Marv and Matt stress the importance of MSPs being proactive in cybersecurity, understanding their clients' cyber liability insurance requirements, and avoiding "willful ignorance" when it comes to security vulnerabilities. Key Takeaways: Nodeware now offers patch management directly from its dashboardContinuous vulnerability management is crucial for compliance and cybersecurityMSPs should be proactive in addressing security vulnerabilities for all clientsUnderstanding and meeting cyber liability insurance requirements is essentialUpcoming features include third-party patching and support for Mac and Linux systems === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Larry Garcia introduces Strety as a Business Operating System Software (BOSS) designed to help companies improve operational efficiency. The tool focuses on key performance indicators (KPIs), goal setting, and project management. Strety integrates with Microsoft Teams and offers features such as smart agendas, automatic reminders, and goal tracking. It can be used internally by MSPs and can also be offered to their clients as a value-added service. Garcia explains that Strety helps companies execute on data insights, filling the gap left by tools like Bright Gauge, which primarily focused on data visualization. The platform guides users through implementing operational improvements, similar to what a business coach might recommend. The interview highlights Strety's approach to onboarding, recommending that companies start with weekly meeting cadences before progressing to goal setting and long-term planning. Garcia shares an example of an MSP that improved efficiency by 5-10% after implementing Strety, potentially saving on hiring additional staff. Garcia also discusses Strety's participation in the IT Nation Pitch It program and their plans for future growth and development. Key Takeaways: Strety is a business management tool designed for operational efficiencyIt integrates with Microsoft Teams to reduce tool fatigueThe platform can be used internally by MSPs and offered to their clientsStrety focuses on KPIs, goal setting, and project managementImplementation can lead to significant efficiency improvements for businessesWebsite: https://www.strety.com/ === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Patrick Clawson introduces CheckRed Security as a comprehensive cloud security SaaS solution that covers both cybersecurity and compliance aspects. The platform uniquely addresses IaaS, PaaS, and SaaS security in a single multi-tenant environment, making it ideal for service providers. CheckRed goes beyond monitoring and risk assessment by providing guided remediation workflows and detailed reports. The platform is designed to be MSP-friendly, with features like free sign-ups and simplified charging based on employee count. Clawson highlights the platform's efficiency, mentioning that it can scan a 1,000-user environment in just 10 minutes and a 70,000-user environment in about an hour and 15 minutes. This speed allows MSPs to create new revenue-generating opportunities quickly. The platform is API-based and doesn't require agents. It integrates with existing cyber platforms like SOAR, XDR, and SEM. CheckRed provides a multi-tenant view for MSPs, allowing them to see security scores for all clients at once, based on the NIST ERM score. CheckRed covers about 60 major SaaS apps, including less commonly monitored platforms like Monday.com. The platform also includes an SDK for onboarding and managing lesser-known apps at a local level.Key Takeaways: CheckRed offers a comprehensive cloud security solution for IaaS, PaaS, and SaaSThe platform is designed specifically for MSPs and service providersRapid scanning and reporting capabilities save time and create new revenue opportunitiesMulti-tenant design allows easy management of multiple clientsCovers a wide range of SaaS apps, including less common onesWebsite: https://checkred.com/ === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Uncle Marv interviews Zach Kromkowski from Senteon, a cybersecurity company participating in the IT Nation Pitch It Accelerator program. Senteon provides automated system hardening and compliance solutions for workstations, servers, and browsers based on CIS standards. Zach explains that Senteon's platform automates the implementation of over 1,200 security settings recommended by CIS. The company has rewritten about 550 GPOs from a security perspective and hosts weekly educational webinars with CIS and subject matter experts to discuss these settings. Senteon's approach differs from traditional methods like Intune or Group Policy by not only pushing changes but also verifying their effectiveness. The platform includes a learning mode to tailor risk assessments and create a roadmap for improving security posture over time. The interview covers Senteon's pricing model, which is $1 per endpoint per month with a 250-endpoint minimum. Zach emphasizes the tool's MSP-friendly features, including multi-tenancy support and the ability to deploy settings across multiple clients. Key features of Senteon include real-time monitoring, analysis, and alerting, as well as the ability to track changes made by users and revert them if necessary. The platform also offers an "undo button" to quickly revert all changes made by Senteon. Zach highlights Senteon's unique approach to security configuration management, making changes directly via the Win32 API rather than relying on Microsoft tools. The platform works with both cloud and on-premises environments and can help identify misconfigured settings and potential security issues. Key Takeaways: Senteon automates system hardening based on CIS standardsThe platform covers 1,200+ security settings for workstations, servers, and browsersSenteon offers real-time monitoring, analysis, and alertingPricing is $1 per endpoint per month with a 250-endpoint minimumThe platform includes a learning mode and multi-tenancy support for MSPsSenteon can identify misconfigured settings and potential security issuesThe "undo button" allows quick reversion of all changes made by SenteonWebsite: www.senteon.com === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Robert J. Scott, co-founder of Monjur, returns to the IT Business Podcast to discuss their contracts-as-a-service platform for IT managed service providers. Scott highlights the benefits of participating in the IT Nation Pitch It Accelerator program, including valuable connections and exposure that have accelerated Monjur's growth. Monjur offers a cloud-based legal service with industry-leading templates customized for each MSP and dynamically updated. The platform integrates with quoting tools and sales processes, streamlining the contracting process. Scott explains the difference between their Essentials and Standard plans, with the Essentials plan designed for smaller MSPs with revenue under $1.5 million. The interview covers how Monjur stays current with various state and international laws using AI-powered legal research tools in partnership with Lexis Nexus. Scott also discusses the affordability of their services, with plans starting at $149 per month for smaller MSPs. The conversation explores the types of templates available, including master service agreements, statements of work, and specialized attachments for managed compliance and AI services. Scott emphasizes the importance of their Schedule of Third-Party Services, which acts as a waiver protecting MSPs from liability related to third-party vendors. The podcast also discusses the relationship between Monjur's services and E&O insurance, highlighting how their platform provides additional protections not covered by insurance. Scott explains how Monjur can assist MSPs in incident response and claims defense, depending on their insurance carrier and policy.Key Takeaways: Monjur offers cloud-based, dynamically updated legal services for MSPsThe platform integrates with quoting tools to streamline the contracting processPricing starts at $149/month for smaller MSPs with revenue under $1.5 millionMonjur uses AI-powered legal research tools to stay current with laws and regulationsThe Schedule of Third-Party Services provides crucial liability protection for MSPsMonjur's services complement E&O insurance by offering additional protections === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Uncle Marv sits down with Michelle Accardi, CEO of LionGard, to explore the latest advancements in MSP technology and the exciting developments at LionGard. The conversation kicks off with a discussion about Liongard’s role in enhancing MSP operations through comprehensive attack surface management. Michelle explains how Liongard’s platform automates IT asset inventory, monitors configuration changes, and provides a cyber risk dashboard tied to cyber insurance controls.Michelle introduces Leo, Liongard’s generative AI support agent, designed to assist partners with support needs, ticket updates, and generating new reports. This AI tool aims to increase partner satisfaction by providing immediate answers and facilitating efficient problem resolution.The episode also highlights the upcoming RoarCon event, Liongard’s inaugural user conference, set to take place in Frisco, Texas. Michelle shares her excitement about the event, which will feature keynote speaker Eric O'Neill, a cybersecurity expert and former FBI operative. Additionally, Michelle discusses her initiative, MSP Mavens, a networking group for women executives in the MSP industry, aimed at fostering peer support and professional growth.Throughout the interview, Michelle emphasizes the importance of growth for both LionGard and its MSP partners. She discusses strategies for MSPs to monetize their tech stacks and improve efficiency, ultimately driving profitability. The episode concludes with a light-hearted segment where Michelle shares a personal story about her daughter's recent adventure in Florida.Key TakeawaysLiongard’s Platform: Automates IT asset inventory, monitors configuration changes, and provides a cyber risk dashboard.Leo AI Support Agent: Assists with support needs, ticket updates, and report generation, enhancing partner satisfaction.RoarCon Event: Liongard’s inaugural user conference featuring cybersecurity expert Eric O'Neill.MSP Mavens: A networking group for women executives in the MSP industry, promoting peer support and professional growth.Growth Strategies: Emphasis on monetizing tech stacks and improving efficiency to drive profitability for MSPs.Website: https://www.liongard.com/ === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Uncle Marv recaps his recent attendance at multiple tech conferences, focusing on IT Nation Secure and PAX 8 Beyond. He highlights key announcements from these events, including ConnectWise's Security 360 product and PAX 8's new Marketplace. The podcast explores the world of conference swag, with Uncle Marv reviewing various items across categories such as tech gadgets, writing utensils, socks, and shirts. He emphasizes the importance of thoughtful, quality swag that attendees will actually use and appreciate. In a special segment, Uncle Marv interviews Cynthia Schreiner from CyberQP about their popular hot sauce swag. Cynthia explains the thought process behind choosing hot sauce as their signature item, highlighting its ability to start conversations and leave a lasting impression. The episode also touches on the increasing number of tech conferences and the challenges of attending multiple events in a short period. Uncle Marv expresses his intention to scale back on conference attendance in the future.Key Takeaways: ConnectWise released Security 360, a new product for MSPs to aggregate security dataPAX 8 unveiled their new Marketplace with features like storefronts and Opportunity ExplorerQuality and thoughtfulness in swag items are crucial for leaving a lasting impressionUnique swag items, like CyberQP's hot sauce, can become a company's signature at eventsThe tech conference landscape is becoming increasingly crowdedWebsite: https://cyberqp.com/ === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Uncle Marv welcomes Darrin Swan with Todyl to discuss the company's comprehensive cybersecurity platform designed for SMBs and MSPs. Darrein explains that Todyl was founded to address the growing cybersecurity challenges faced by smaller businesses that lack the resources of larger enterprises. Todyl's platform integrates various security tools into a single, user-friendly solution, including next-gen firewalls, intrusion detection and prevention systems, and secure remote access capabilities. This approach simplifies cybersecurity management for SMBs and allows MSPs to offer robust security services to their clients more efficiently. Darrin highlights the importance of a layered security approach, emphasizing that traditional antivirus solutions are no longer sufficient in today's threat landscape. He explains how Todyl's platform provides comprehensive protection against a wide range of cyber threats, including ransomware, phishing, and advanced persistent threats. The conversation touches on the challenges of securing remote work environments, a concern that has become increasingly relevant in recent years. Todyl's solution includes secure remote access features that enable businesses to protect their networks and data regardless of where employees are working. Darrin also discusses Todyl's partnership model with MSPs, explaining how the platform enables these providers to offer enterprise-grade security solutions to their SMB clients without the need for extensive in-house expertise or resources. This model helps bridge the cybersecurity gap for smaller businesses while creating new revenue opportunities for MSPs. The interview concludes with Darren sharing his insights on the future of cybersecurity, predicting a continued increase in threats and the growing importance of AI and machine learning in detecting and mitigating these risks. Key Takeaways: Todyl offers a comprehensive cybersecurity platform tailored for SMBs and MSPs.The platform integrates multiple security tools into a single, user-friendly solution.A layered security approach is crucial in today's threat landscape.Secure remote access is a key feature for protecting distributed work environments.Todyl's partnership model enables MSPs to offer enterprise-grade security to SMBs.AI and machine learning are expected to play an increasing role in future cybersecurity solutions.Website: https://www.todyl.com/ === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Simon Green, a veteran in the IT industry, joins Uncle Marv to discuss his extensive career and the changing landscape of technology. With over 25 years of experience, Simon has witnessed the transformation of IT from mainframes to cloud computing. Simon reflects on his early days in IT, starting as a programmer and gradually moving into management roles. He emphasizes the importance of continuous learning and adaptability in the fast-paced tech world. Simon shares how he transitioned from hands-on technical work to leadership positions, highlighting the need for both technical expertise and people skills in IT management. The conversation covers the challenges faced by IT professionals, including keeping up with rapidly evolving technologies and managing client expectations. Simon offers practical advice for newcomers to the field, stressing the importance of building a strong foundation in core IT concepts while remaining open to emerging trends. Simon and Uncle Marv explore the impact of cloud computing and artificial intelligence on the IT landscape. They discuss how these technologies are reshaping businesses and creating new opportunities for IT professionals. Simon provides insights on how companies can leverage these technologies to improve efficiency and stay competitive. The episode concludes with Simon sharing his thoughts on the future of IT and offering guidance to business owners on integrating technology into their operations. He emphasizes the need for a strategic approach to IT investments and the importance of aligning technology with business goals.Key Takeaways: Continuous learning is crucial in the ever-evolving IT industryBalancing technical skills with people management is key for IT leadersCloud computing and AI are transforming the IT landscapeA strong foundation in core IT concepts is essential for career growthAligning IT strategies with business goals is critical for success === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Rex Frank, a veteran in the managed services industry, shares his journey from working at a break-fix company to becoming a leader in managed services. He emphasizes the critical role of process documentation in scaling IT businesses and improving service quality. Frank discusses the challenges faced by managed service providers (MSPs) in the early days, including the transition from break-fix models to proactive maintenance. He highlights the importance of standardization and how it contributes to better service delivery and increased profitability. The conversation explores the concept of "process maturity" and its impact on business operations. Frank explains how well-documented processes can lead to consistent service delivery, reduced errors, and improved customer satisfaction. He also touches on the significance of employee training and the benefits of having clearly defined roles and responsibilities within an organization.Frank shares insights on pricing strategies for MSPs, emphasizing the need to align pricing with the value delivered to clients. He discusses the evolution of pricing models in the industry and how businesses can optimize their pricing to remain competitive while ensuring profitability. The interview concludes with Frank's thoughts on the future of managed services, including the potential impact of artificial intelligence and automation on the industry. He encourages MSPs to continually adapt and improve their processes to stay ahead in an ever-changing technological landscape. Key Takeaways: Process documentation is crucial for scaling IT businessesStandardization leads to improved service delivery and profitabilityWell-defined processes contribute to consistent service and reduced errorsPricing should align with the value delivered to clientsContinuous adaptation and improvement are essential for MSP success === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Nancy Henriquez, an IT veteran with more than two decades of experience, joins Uncle Marv to discuss her career trajectory and the lessons she's learned in the tech industry. Nancy began her journey at Motorola, where she spent 15 years honing her skills and climbing the corporate ladder. She then moved to Citrix, where she faced new challenges and opportunities for growth. Throughout the interview, Nancy emphasizes the importance of adaptability and continuous learning in the IT field. She shares how she navigated through various roles, from individual contributor to people manager, and the valuable lessons she gained from each position. Nancy also discusses the significance of mentorship and how it has shaped her career and leadership style. The conversation explores the challenges Nancy faced as a woman in a male-dominated industry. She offers advice on how to overcome these obstacles and the importance of building a strong support network. Nancy also shares her experiences with work-life balance and how she manages to juggle her professional responsibilities with personal commitments. Nancy provides insights into effective leadership strategies, stressing the importance of empathy, clear communication, and fostering a positive team culture. She discusses how these principles have helped her succeed in her current role as a senior director at a major tech company. The interview concludes with Nancy's thoughts on the future of IT and the skills that will be crucial for success in the coming years. She encourages listeners to embrace change, stay curious, and never stop learning. Key Takeaways: Continuous learning is crucial in the fast-paced IT industryMentorship plays a vital role in career developmentAdaptability is key to navigating different roles and companiesEffective leadership requires empathy and clear communicationBuilding a strong support network is essential for overcoming challengesWork-life balance is achievable with proper time management and prioritizationEmbracing change and staying curious are important for long-term success in IT === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Uncle Marv sits down with Daniel Ellis, the CEO and founder of PC PowerSave, to discuss the innovative software solution designed to reduce energy consumption and costs for computer systems. Daniel shares his passion for technology and sustainability, detailing his journey from working in IT for a school to developing a prototype that eventually became PC PowerSave. Daniel explains how PC PowerSave works, highlighting its two main modes: analysis and optimization. The software analyzes the power consumption of computer systems and provides detailed reports on potential savings. It then optimizes settings to reduce energy usage, such as adjusting monitor brightness and shutting down idle computers. This not only saves money but also helps MSPs demonstrate value to their clients. The conversation also covers the practical aspects of deploying PC PowerSave, including its compatibility with various hardware and its ease of installation via a single PowerShell command. Daniel emphasizes the software's flexibility, allowing MSPs to resell it or integrate it into their service offerings as a differentiator. Daniel shares his experiences with the Pitch It Accelerator program and his involvement in the IT Nation community, expressing his excitement for the upcoming IT Nation Connect event. The episode concludes with Uncle Marv wishing Daniel luck in the Pitch It contest and encouraging listeners to explore more vendor profiles on the IT Business Podcast website.Key TakeawaysPC PowerSave is a software solution designed to reduce energy consumption and costs for computer systems.The software operates in two modes: analysis and optimization, providing detailed reports and making subtle adjustments to save energy.MSPs can resell the software or integrate it into their service offerings, providing a financial and environmental benefit to their clients.The software is easy to deploy via a single PowerShell command and is compatible with various hardware, excluding Mac systems.Daniel Ellis shares his journey from IT work in a school to developing PC PowerSave and his involvement in the IT Nation community. === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Introduction:Uncle Marv introduces the episode and the guest, Dave Maik from Defense X.Defense X is a cybersecurity company that participated in the IT Nation Pitch It Accelerator Program.Discussion Highlights:Program Experience: Dave shares his positive experience with the Pitch It program, emphasizing the exposure and growth it provided.Product Features: Defense X offers a secure web browser solution with DNS protection, credential protection, and file protection. The core product focuses on browsing protection, preventing credential misuse, and scanning file downloads.Employee Monitoring: The product includes features for monitoring employee activities and assessing risk scores based on their browsing behavior.New DNS Solution: Defense X recently launched a cost-effective DNS-only solution at 25 cents per license, aimed at providing basic protection and an entry point for further upgrades.Feature Enhancements: The company continuously updates its product based on client feedback, ensuring quick implementation of new features.AI Integration: Defense X is exploring AI to enhance its cybersecurity solutions.Market Differentiation: Dave explains how Defense X's DNS solution offers more comprehensive features compared to other products and integrates well with various MSP tools like ConnectWise, Ninja, and Datto.Future Plans: The company aims to expand its market presence and continue adapting to new cybersecurity threats.Key TakeawaysDefense X provides a comprehensive cybersecurity solution with secure web browsing, DNS protection, credential protection, and file protection.The company has launched a new, affordable DNS-only solution to help MSPs start with basic protection.Defense X continuously updates its product based on client feedback, ensuring quick implementation of new features.The company is exploring AI to enhance its cybersecurity offerings.Defense X's solutions integrate well with various MSP tools, providing a seamless experience for users.Website: https://www.defensx.com/ === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Cameron McFie introduces Xeneth's flagship product, MSPlus, which provides billing automation solutions for managed service providers. The software focuses on two main modules: Microsoft CSP (Cloud Solution Provider) and managed services contracts. MSPlus aims to save MSPs time and money by automating billing processes, particularly for Microsoft 365, Azure, and other managed services. Cameron explains that the software can significantly reduce billing time, with some companies cutting their billing process from 30 days to just a day or two. The discussion highlights the potential for increased revenue, with Cameron stating that MSPs are often under-billing by 5-10% due to manual errors or outdated pricing. This translates to a global issue worth billions of dollars in the managed services industry. Cameron emphasizes Xeneth's expertise in the Microsoft CSP program and their ability to provide consulting services alongside their software. He explains unique features like split billing for different user types and the ability to accurately bill for various Microsoft services, including Azure usage. The conversation touches on Cameron's background in the MSP industry and how his experiences led to the creation of Xeneth. He shares anecdotes about under-billing issues in his previous roles, which motivated him to develop a solution for accurate billing. The interview concludes with Cameron discussing Xeneth's participation in the IT Nation Pitch It Accelerator program and their plans for future growth. He mentions their focus on serving MSPs with 50 or more customers and their goal to streamline the onboarding process further. Key Takeaways: MSPlus automates billing for Microsoft CSP and managed services contractsThe software can save MSPs significant time in their billing processesMany MSPs are under-billing by 5-10%, leading to lost revenueXeneth offers expertise in Microsoft CSP alongside their software solutionThe product is best suited for MSPs with 50 or more customersXeneth offers a free trial for up to 10 customers to demonstrate potential revenue gainsWebsite: https://xeneth.com/ === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Uncle Marv sits down with Doug Kreitzberg, the founder and CEO of SeedPod Cyber, to explore the intricacies of cyber insurance tailored for managed service providers (MSPs) and their clients. Doug explains that SeedPod Cyber offers a full-fledged cyber insurance program that protects against various cyber threats, including ransomware attacks, data breaches, and social engineering. Unlike traditional insurance providers, SeedPod Cyber partners with MSPs to get a behind-the-firewall view of their clients' environments, allowing for more accurate risk assessment and competitive pricing. Doug elaborates on how their approach differs from the rest of the market, which often relies on external scanning and application data, leading to higher costs due to uncertainty. By underwriting the tech stack and deployment of MSPs, SeedPod Cyber can offer substantial savings to businesses. He also discusses the regulatory aspects of selling insurance and how their partnership model allows MSPs to present insurance options without needing a license. The episode explores the specifics of the controls SeedPod Cyber looks for, such as automated patch management, EDR solutions, multi-factor authentication, and backup protocols. Doug shares success stories where businesses have significantly reduced their insurance costs by meeting these criteria.Doug also reflects on his journey to founding SeedPod Cyber, driven by his experience managing cyber incidents and recognizing the need for integrated insurance and security solutions for small and medium-sized businesses. He highlights the importance of continuous monitoring and the potential for dynamic pricing based on real-time risk assessment. Finally, Doug shares his positive experience with the IT Nation Pitch It Accelerator Program, emphasizing the value of the insights gained and the exposure to the MSP community. He expresses optimism about the future, regardless of the competition's outcome, and looks forward to leveraging the networks built during the program.Key TakeawaysInnovative Cyber Insurance: SeedPod Cyber offers a unique cyber insurance program that partners with MSPs for better risk assessment and competitive pricing.Behind-the-Firewall Approach: By getting a behind-the-firewall view, SeedPod Cyber can accurately assess risks and reduce insurance costs.Regulatory Compliance: MSPs can present insurance options to clients without needing a license, thanks to SeedPod Cyber's partnership model.Comprehensive Controls: The insurance program looks for specific security controls, such as automated patch management and multi-factor authentication.Success Stories: Businesses have saved significantly on insurance costs by meeting SeedPod Cyber's criteria.Founder’s Journey: Doug Kreitzberg's experience with cyber incidents led him to create an integrated insurance and security solution for SMBs.Continuous Monitoring: Future plans include dynamic pricing based on real-time risk assessment.Positive Pitch It Experience: The IT Nation Pitch It Accelerator Program has provided valuable insights and exposure to the MSP community.Links from the showWebsite: https://seedpodcyber.com/ === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Uncle Marv kicks off the show by recounting his travel woes from the previous week, which prevented him from recording the live show. He then introduces his guest, Matt Forman, the owner of Local Circuit IT, a successful MSP based in Denton, Texas. Matt shares his experience of growing his business from a two-person team to a staff of four, emphasizing the importance of finding the right employees who fit the company culture. He discusses the challenges of letting go of control and delegating responsibilities as the business expands. Matt attributes his steady growth to hiring employees who genuinely enjoy their work and prioritizing customer service above all else. The conversation then shifts to Matt's plans for relocating to a larger office space due to structural issues with their current building. He expresses his dislike for the moving process but recognizes the need for more space to accommodate his growing team. On the topic of marketing, Matt admits it's his weakest area as an introvert. He relies heavily on word-of-mouth referrals and a website designed to guide potential clients through the sales process. Uncle Marv offers marketing advice, suggesting community involvement, networking events, and leveraging local awards and recognition. Other topics covered include handling after-hours work, offering unlimited PTO, and the benefits of being involved in local charities and community boards.Key TakeawaysFinding the right employees who fit the company culture is crucial for growth.Prioritizing customer service and going the extra mile can set a business apart.Steady, intentional growth is preferable to rapid, uncontrolled expansion.Marketing can be challenging for introverted business owners, but word-of-mouth and community involvement can be effective strategies.Relocating to a larger office space may be necessary as a business grows, but the moving process can be daunting.Links from the showLocal Circuit Website: https://www.thelocalcircuit.com/Florida Man Caught on Video Buying Mask Before Failed Robbery: https://tinyurl.com/p2c6npuk === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Juan Fernandez, the Global Channel Chief of SuperOps, shares exciting announcements and insights from the Pax8Beyond event in Denver. He reveals that SuperOps has joined the PAX8 Marketplace, becoming the first and only RMM/PSA offering available through the platform. This integration not only streamlines the procurement process for MSPs but also unlocks a range of benefits through the SuperOps + PAX8 partnership. Juan highlights the launch of the SuperOps + PAX8 Academy, which will provide training, peer groups, and a dedicated help desk to support MSPs in building their processes and procedures around SuperOps. Additionally, he unveils VisionX, a groundbreaking product that empowers MSPs to visualize and plan their desired future growth, profitability, and operational metrics. VisionX offers a comprehensive view of technician proficiency, customer fit, and other key factors, enabling MSPs to make informed decisions and chart their path to success. Juan emphasizes SuperOps' commitment to supporting MSPs of all sizes, from solopreneurs to million-dollar businesses, by providing customizable tools and resources. He acknowledges the unique challenges faced by smaller MSPs and highlights VisionX's ability to help them achieve their desired goals, whether it's employee satisfaction, customer retention, or business growth. The interview concludes with Juan's passion for driving positive change in the industry, culminating in the announcement of "Change Day" on June 11, 2024, at the Beyond MSP event. This initiative aims to transform the industry by empowering MSPs to break free from conformity and embrace their unique paths to success.Key TakeawaysSuperOps joins the PAX8 Marketplace as the first and only RMM/PSA offeringSuperOps + PAX8 Academy, peer groups, and dedicated help desk for MSP supportVisionX empowers MSPs to visualize and plan desired growth, profitability, and operationsCommitment to supporting MSPs of all sizes with customizable tools and resources"Change Day" announced for June 11, 2024, at the Beyond MSP event === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Josh Liberman, a veteran conference-goer, shares his insights from attending the Pax8 Beyond conference. He commends the impressive logistical execution and seamless organization of the event, highlighting the vast array of vendors present. Josh emphasizes the significance of discovering new technologies and processes at these conferences, as well as the opportunity to connect with fellow professionals and exchange ideas. Josh reveals that he encountered around 15 vendors he was previously unfamiliar with at the Pax8 Beyond conference, underscoring the value of exploring new offerings and niches. He provides background on his company, NetSciences, and the challenges of operating an MSP in New Mexico, a state often overlooked in the industry. Despite the geographical isolation, Josh expresses his appreciation for the Southwest region's unique landscape and culture. He draws a parallel between the networking opportunities at conferences and his annual visits to a small island in Belize, where he encounters familiar faces in a tight-knit community.Key TakeawaysPax8 Beyond conference showcased impressive logistical execution and a diverse range of vendors.Discovering new technologies, processes, and networking with peers are key benefits of attending industry events.Josh encountered around 15 previously unknown vendors at the conference.Operating an MSP in New Mexico presents unique challenges due to the state's geographical isolation.Josh values the Southwest region's landscape and culture, drawing parallels to his annual visits to a small island in Belize. === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Brian Kane, representing Malwarebytes, joins the podcast to discuss the company's new product line, ThreatDown, which replaces their previous business offerings. ThreatDown provides a centralized OneView portal for multi-tenant management and security scoring of client environments. The Security Advisor feature in OneView assigns a security score based on factors like deployment levels, patch status, and integrations with RMM/PSA tools, helping MSPs identify and address security gaps. ThreatDown is available through distribution partners like Pax8, catering to both usage-based and upfront license purchase models based on MSP preferences. Malwarebytes has transitioned from a direct sales model to a channel-focused approach, working closely with partners and distribution to drive business. The company values customer feedback and incorporates it into product development and enhancements.Key Takeaways: ThreatDown is Malwarebytes' new enterprise-class SMB security solutionOneView portal provides centralized multi-tenant management and security scoringSecurity Advisor feature assigns security scores based on deployment, patching, and integrationsAvailable through distribution partners like Pax8, with flexible licensing modelsMalwarebytes has shifted to a channel-focused approach, valuing partner collaboration === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.