Pax8 Academy Live

How Dispatching Can Save MSPs Thousands of Dollars | Pax8 - Academy Live Podcast Episode 40

In this episode of Academy Live, Chris Wicks, Manager of Academy Coaching at Pax8, breaks down the power of dispatching and why it’s one of the smartest investments an MSP can make.
With 20 years in the industry, Chris shares how proper dispatching boosts operational efficiency, improves engineer satisfaction, and prevents client chaos. All while saving your MSP thousands of dollars per year.
🔑 Key Topics Covered ✅ Why dispatching is critical to MSP profitability✅ The “Power of 15 Minutes” and its financial impact✅ How dispatching improves engineer focus and reduces burnout✅ Client satisfaction: building trust through clear communication✅ Traits that make a great dispatcher📌 Whether you’re considering hiring your first dispatcher or optimizing the one you already have, this video will change how you think about service delivery.👍Like and 🔔Subscribe to stay up to date on our latest episodes. Remember, we post NEW episodes every other Tuesday at 1 PM MT.
 
🗓️ This episode was previously streamed on Youtube on 01/13/2026
 
⎯⎯⎯⎯⎯⎯⎯⎯CONNECT WITH THE HOSTSRex Frank | Vice President of Academy | Pax8 https://www.linkedin.com/in/rexfrank/ Chris Kaiser | Director of Peer Initiatives | Pax8 https://www.linkedin.com/in/ckaisercsquared/Amanda Glidden | Director of Academy Content | Pax8 https://www.linkedin.com/in/amandafglidden/
⎯⎯⎯⎯⎯⎯⎯⎯CONNECT WITH THE GUESTChris Wicks | Manager of Academy Coaching | Pax8https://www.linkedin.com/in/chriswicksco/ ⎯⎯⎯⎯⎯⎯⎯⎯
LINKSPax8 Academy Homepage https://tinyurl.com/y4m8d3cd Become a Partner with Pax8 Academy https://signup.pax8.com/?lang=EN_US⎯⎯⎯⎯⎯⎯⎯⎯ ☁ Pax8 Beyond 2026 ☁ Learn more about our partner event: https://www.pax8beyond.com/
☁ Learn More About Pax8 ☁ Why Pax8? - http://pax8.io/H1MI50NFhHl Explore our cloud marketplace - http://pax8.io/Ix0450NFhI9 ☁ Subscribe To Our Channel ☁ Never miss an episode of Academy Live - http://pax8.io/5yxJ50JJ3Z3 ☁ Follow Us ☁ LinkedIn - http://pax8.io/1jFu50JJ423 Twitter - http://pax8.io/AAth50JJ42u Facebook - http://pax8.io/A4gR50JJ43f ☁ Shop Pax8 Club ☁ See our collection of softwear - http://pax8.io/5xUR50NFhJb 

The Next Generation of Skills that MSPs Need and What Clients Expect in 2026 | Pax8 - Academy Live Podcast Episode 39

Technical skills may get you hired, but they are no longer enough to help you grow. In this episode of Academy Live, we explore how engineers and technical professionals can evolve their careers by building account management skills, stronger client relationships, and early leadership capabilities.
As MSP roles continue to change, clients expect more than reactive support. They want trusted advisors who understand their business, communicate clearly, and guide them through new technologies, including AI driven processes. This video breaks down what the next era of engineering and account management looks like, and why soft skills are now critical to standing out.
🔑 Key Topics Covered ✅ Why technical skills alone are no longer enough for MSP career growth ✅ Account management fundamentals every engineer should understand ✅ Relationship building as a differentiator for MSP professionals ✅ What next generation MSP clients expect from engineers and service teams ✅ How engineers can step into informal leadership roles ✅ Integrating AI processes with people and teams effectively ✅ Identifying the skills that help you stand out and move up ✅ Using microlearning and instructor led training to build leadership capability 🔗 Soft Skills Library: https://academy.pax8.com/learn/dashboard/channel/152 📌 If you are looking to grow your impact, prepare for the future MSP client, and move beyond purely technical work, this episode offers practical guidance you can apply right away. 👍Like and 🔔Subscribe to stay up to date on our latest episodes. Remember, we post NEW episodes every other Tuesday at 2 PM MT.
 
⎯⎯⎯⎯⎯⎯⎯⎯CONNECT WITH THE HOSTSRex Frank | Vice President of Academy | Pax8 https://www.linkedin.com/in/rexfrank/ Chris Kaiser | Director of Peer Initiatives | Pax8 https://www.linkedin.com/in/ckaisercsquared/Amanda Glidden | Director of Academy Content | Pax8 https://www.linkedin.com/in/amandafglidden/
⎯⎯⎯⎯⎯⎯⎯⎯ LINKSPax8 Academy Homepage https://tinyurl.com/y4m8d3cd Become a Partner with Pax8 Academy https://signup.pax8.com/?lang=EN_US⎯⎯⎯⎯⎯⎯⎯⎯ ☁ Pax8 Beyond 2026 ☁ Learn more about our partner event: https://www.pax8beyond.com/
☁ Learn More About Pax8 ☁ Why Pax8? - http://pax8.io/H1MI50NFhHl Explore our cloud marketplace - http://pax8.io/Ix0450NFhI9 ☁ Subscribe To Our Channel ☁ Never miss an episode of Academy Live - http://pax8.io/5yxJ50JJ3Z3 ☁ Follow Us ☁ LinkedIn - http://pax8.io/1jFu50JJ423 Twitter - http://pax8.io/AAth50JJ42u Facebook - http://pax8.io/A4gR50JJ43f ☁ Shop Pax8 Club ☁ See our collection of softwear - http://pax8.io/5xUR50NFhJb 

Leadership in 2026: Developing Future Leaders in the Age of AI | Pax8 - Academy Live Podcast Episode 38

What makes someone a great leader in 2025? It is not technical mastery or being the smartest person in the room. In the age of AI, the most impactful leaders are the ones who coach, communicate, and elevate the people around them.
In this episode of Academy Live, Tyler Vallario, Senior Learning Experience Facilitator and Advisor at Pax8, unpacks what leadership really requires today.
🔑 Key Topics Covered ✅ Why leadership skills matter most in the age of AI ✅ How to identify internal candidates with real leadership potential ✅ How leaders can strengthen communication, coaching, and people-first skills ✅ What Tyler learned about leadership from his time in the Marines ✅ Developing talent from within versus hiring externally ✅ Turning potential into real capability through intentional development ✅ How delegation, trust, and accountability shape emerging leaders ✅ Why “soft skills” are becoming critical power skills for MSPs 🔗 Unlocking Your Team's Potential: Leadership Strategies for Psychological Safety Course: https://academy.pax8.com/learn/courses/6525/unlocking-your-teams-potential-leadership-strategies-for-psychological-safety 🔗Holding Difficult Conversations Course: https://academy.pax8.com/learn/courses/6195/holding-difficult-conversations 📖 Check Out Tyler's Book, Get Off the Ladder: https://www.amazon.com/Get-Off-Ladder-Satisfaction-Everyday/dp/B0DHXZ25V5 📌 From spotting potential to building skills to trusting new leaders with real responsibility, this episode arms you with a practical, modern playbook for cultivating leadership that lasts. 👍Like and 🔔Subscribe to stay up to date on our latest episodes. Remember, we’re live 🔴 on YouTube every other Tuesday at 2 PM MT.
🗓️ This episode was previously streamed on Youtube on 12/16/2025
 
⎯⎯⎯⎯⎯⎯⎯⎯CONNECT WITH THE HOSTSRex Frank | Vice President of Academy | Pax8 https://www.linkedin.com/in/rexfrank/ Chris Kaiser | Director of Peer Initiatives | Pax8 https://www.linkedin.com/in/ckaisercsquared/Amanda Glidden | Director of Academy Content | Pax8 https://www.linkedin.com/in/amandafglidden/
 
⎯⎯⎯⎯⎯⎯⎯⎯CONNECT WITH THE GUEST
Tyler Vallario | Sr. Learning Experience Facilitator & Advisor | Pax8 https://www.linkedin.com/in/tyler-vallario-edd-ms-905b0a44/
⎯⎯⎯⎯⎯⎯⎯⎯ LINKSPax8 Academy Homepage https://tinyurl.com/y4m8d3cd Become a Partner with Pax8 Academy https://signup.pax8.com/?lang=EN_US⎯⎯⎯⎯⎯⎯⎯⎯ ☁ Pax8 Beyond 2026 ☁ Learn more about our partner event: https://www.pax8beyond.com/
☁ Learn More About Pax8 ☁ Why Pax8? - http://pax8.io/H1MI50NFhHl Explore our cloud marketplace - http://pax8.io/Ix0450NFhI9 ☁ Subscribe To Our Channel ☁ Never miss an episode of Academy Live - http://pax8.io/5yxJ50JJ3Z3 ☁ Follow Us ☁ LinkedIn - http://pax8.io/1jFu50JJ423 Twitter - http://pax8.io/AAth50JJ42u Facebook - http://pax8.io/A4gR50JJ43f ☁ Shop Pax8 Club ☁ See our collection of softwear - http://pax8.io/5xUR50NFhJb 

5 Ways AI Can Make an Engineer's Life Easier: Transform Your Ticketing & Triage System | Pax8 - Academy Live Podcast Episode 37

AI is changing the game for engineers, but only if you feed it the right data. Are you an MSP and wondering how to implement this in your shop? We’ve got you covered… welcome to Academy Live!In this episode, Pax8 Senior Executive Coach Rob Hird breaks down his Beyond 2025 Breakout Session: AI and Engineers 101. We’ll explore the 5 Cs of AI adoption: Confidentiality, Compliance, Cost, Capacity, and Capability. So you can roll out AI responsibly, avoid “garbage in, garbage out,” and start seeing real results. 🔑 Key Topics Covered ✅ What AI really is (and isn’t)✅ AI vs. automation: what’s the difference?✅ How to prepare your ticketing data for AI use✅ The 5 Cs of AI adoption every MSP should know✅ Using AI for triage, classification, and sentiment analysis✅ Avoiding bad data and building reliable knowledge bases✅ How AI can serve as digital labor—not a replacement for engineers📌Check out this video to learn how to make AI your engineers’ most valuable teammate!Liked what you saw on the show today? Here are the on-demand resources you can download:🔗 The 5 Cs of AI adoption Flyer: https://academy.pax8.com/share/asset/view/4333 🔗 Good Data Flyer: https://academy.pax8.com/share/asset/view/4325 ⬇️ Download the The Agentic Inflection Point full report to learn how to thrive in the era of the managed intelligence provider: https://pages.pax8.com/agentic-inflection.html 👍Like and 🔔Subscribe to stay up to date on our latest episodes. Remember, we’re live 🔴 on YouTube every other Tuesday at 2 PM MT.
🗓️ This episode was previously streamed on Youtube on 12/02/2025
 
⎯⎯⎯⎯⎯⎯⎯⎯CONNECT WITH THE HOSTSRex Frank | Vice President of Academy | Pax8 https://www.linkedin.com/in/rexfrank/ Chris Kaiser | Director of Peer Initiatives | Pax8 https://www.linkedin.com/in/ckaisercsquared/Amanda Glidden | Director of Academy Content | Pax8 https://www.linkedin.com/in/amandafglidden/
 
⎯⎯⎯⎯⎯⎯⎯⎯CONNECT WITH THE GUEST
Rob Hird | Senior Executive Coach | Pax8https://www.linkedin.com/in/robhird/
⎯⎯⎯⎯⎯⎯⎯⎯ LINKSPax8 Academy Homepage https://tinyurl.com/y4m8d3cd Become a Partner with Pax8 Academy https://signup.pax8.com/?lang=EN_US⎯⎯⎯⎯⎯⎯⎯⎯ ☁ Pax8 Beyond 2026 ☁ Learn more about our partner event: https://www.pax8beyond.com/
☁ Learn More About Pax8 ☁ Why Pax8? - http://pax8.io/H1MI50NFhHl Explore our cloud marketplace - http://pax8.io/Ix0450NFhI9 ☁ Subscribe To Our Channel ☁ Never miss an episode of Academy Live - http://pax8.io/5yxJ50JJ3Z3 ☁ Follow Us ☁ LinkedIn - http://pax8.io/1jFu50JJ423 Twitter - http://pax8.io/AAth50JJ42u Facebook - http://pax8.io/A4gR50JJ43f ☁ Shop Pax8 Club ☁ See our collection of softwear - http://pax8.io/5xUR50NFhJb 

How to Sell and Monetize AI Today: Insights from the MIP Playbook | Pax8 - Academy Live Podcast Episode 36

In this episode of Academy Live, Chance Weaver, VP of AI Adoption Americas at Pax8, joins the show to break down how Managed Service Providers can evolve into Managed Intelligence Providers (MIPs) and start selling AI today! This episode walks through the frameworks that turn AI from an intimidating buzzword into a revenue-generating reality. 🔑 Key Topics Covered ✅ What is the Managed Intelligence Provider (MIP) Playbook? ✅ How to have real, consultative conversations with customers about AI ✅ How to turn on Copilot Chat for your Customers for FREE ✅ Overview of Pax8’s Guided Growth and Academy enablement ✅ Using the Result Selling Framework to unlock AI opportunities ✅ Overcoming AI fear and transforming tech roles ✅ How Pax8 helps partners monetize and scale AI ✅ The role of Guided Growth and the Pax8 Agent Store 📌Plus, Chance addresses the human side of AI adoption: the fear, the uncertainty, and the massive opportunity it brings for MSPs who act early and start the conversation before someone else does.🔗 Learn more about Guided Growth: https://pages.pax8.com/data-ai-guided-growth.html 🔗 Learn more about the Results Selling Framework: https://academy.pax8.com/pages/193/results-selling-framework-hub ⬇️ Download the The Agentic Inflection Point full report to learn how to thrive in the era of the managed intelligence provider: https://pages.pax8.com/agentic-inflection.html 👍Like and 🔔Subscribe to stay up to date on our latest episodes. Remember, we’re live 🔴 on YouTube every other Tuesday at 2 PM MT.
🗓️ This episode was previously streamed on Youtube on 10/28/2025
 
⎯⎯⎯⎯⎯⎯⎯⎯CONNECT WITH THE HOSTSRex Frank | Vice President of Academy | Pax8 https://www.linkedin.com/in/rexfrank/ Chris Kaiser | Director of Peer Initiatives | Pax8 https://www.linkedin.com/in/ckaisercsquared/Amanda Glidden | Director of Academy Content | Pax8 https://www.linkedin.com/in/amandafglidden/
 
⎯⎯⎯⎯⎯⎯⎯⎯CONNECT WITH THE GUEST
Chance Weaver l VP of AI Adoption Americas l Pax8https://www.linkedin.com/in/chanceweaver/
⎯⎯⎯⎯⎯⎯⎯⎯ LINKSPax8 Academy Homepage https://tinyurl.com/y4m8d3cd Become a Partner with Pax8 Academy https://signup.pax8.com/?lang=EN_US⎯⎯⎯⎯⎯⎯⎯⎯ ☁ Pax8 Beyond 2026 ☁ Learn more about our partner event: https://www.pax8beyond.com/
☁ Learn More About Pax8 ☁ Why Pax8? - http://pax8.io/H1MI50NFhHl Explore our cloud marketplace - http://pax8.io/Ix0450NFhI9 ☁ Subscribe To Our Channel ☁ Never miss an episode of Academy Live - http://pax8.io/5yxJ50JJ3Z3 ☁ Follow Us ☁ LinkedIn - http://pax8.io/1jFu50JJ423 Twitter - http://pax8.io/AAth50JJ42u Facebook - http://pax8.io/A4gR50JJ43f ☁ Shop Pax8 Club ☁ See our collection of softwear - http://pax8.io/5xUR50NFhJb 

How to Build a High-Performing Remote Team | Pax8 - Academy Live Podcast Episode 35

In this episode of Academy Live, we sit down with Dr. Jake Necessary, CISO at StaffDNA, to break down what it really takes to lead high-performing remote teams.Jake has spent decades thriving as a remote employee, long before remote work became mainstream. Through case study research, he uncovered a major gap in how organizations manage distributed teams. His findings reveal that traditional leadership strategies do not automatically translate into virtual environments.🔑 Key Topics Covered ✅ Why remote leadership requires intentional design✅ How systems, tools and clarity replace the physical office✅ Using OKRs and decision frameworks to drive alignment✅ Building self-governing teams built on empowerment and trust✅ Why top-down leadership fails in virtual environments✅ The role of shared leadership in high-performing remote teams✅ How strong community and culture create belonging at a distance✅ Practical steps to improve remote team structure and communication✅ How managers can evolve to support hybrid and distributed workers📌 This conversation gives you a research-backed foundation for building teams that stay connected, aligned and effective. Check it out to learn how intentional structure, strong systems and shared leadership create remote organizations that thrive.👍Like and 🔔Subscribe to stay up to date on our latest episodes. Remember, we’re live 🔴 on YouTube with NEW episodes every other Tuesday at 2 PM MT.
🗓️ This episode was previously streamed on Youtube on 11/11/2025
 
⎯⎯⎯⎯⎯⎯⎯⎯CONNECT WITH THE HOSTSRex Frank | Vice President of Academy | Pax8 https://www.linkedin.com/in/rexfrank/ Chris Kaiser | Director of Peer Initiatives | Pax8 https://www.linkedin.com/in/ckaisercsquared/Amanda Glidden | Director of Academy Content | Pax8 https://www.linkedin.com/in/amandafglidden/
 
⎯⎯⎯⎯⎯⎯⎯⎯CONNECT WITH THE GUEST
Dr. Jake Necessary | CISO | StaffDNAhttps://www.linkedin.com/in/jnecessary/
⎯⎯⎯⎯⎯⎯⎯⎯ LINKSPax8 Academy Homepage https://tinyurl.com/y4m8d3cd Become a Partner with Pax8 Academy https://signup.pax8.com/?lang=EN_US⎯⎯⎯⎯⎯⎯⎯⎯ ☁ Pax8 Beyond 2026 ☁ Learn more about our partner event: https://www.pax8beyond.com/
☁ Learn More About Pax8 ☁ Why Pax8? - http://pax8.io/H1MI50NFhHl Explore our cloud marketplace - http://pax8.io/Ix0450NFhI9 ☁ Subscribe To Our Channel ☁ Never miss an episode of Academy Live - http://pax8.io/5yxJ50JJ3Z3 ☁ Follow Us ☁ LinkedIn - http://pax8.io/1jFu50JJ423 Twitter - http://pax8.io/AAth50JJ42u Facebook - http://pax8.io/A4gR50JJ43f ☁ Shop Pax8 Club ☁ See our collection of softwear - http://pax8.io/5xUR50NFhJb 

Practical Steps to Succeed with AI | Pax8 - Academy Live Podcast Episode 34

AI can feel overwhelming, but it doesn’t have to. In this episode of Academy Live, Rex and Chris sit down with Dave Wiseman, Data and AI Program Manager at Pax8, to unpack what real AI success looks like and how to prepare if you haven’t started yet.Dave shares practical ways to measure AI outcomes, like efficiency gains, increased profitability, and reduced risk, while offering advice for leaders battling AI fatigue.🔑 Key Topics Covered ✅ What AI success really means for MSPs and SMBs✅ How to measure efficiency, profitability, and risk reduction with AI✅ Tips to avoid burnout and “AI fatigue” in today’s hype cycle✅ The big question: when should you hire someone for AI?📌 From time-boxing your learning to knowing whether hiring an AI specialist makes sense for your organization, this conversation is packed with insights to help you cut through the noise and focus on what really matters.👍Like and 🔔Subscribe to stay up to date on our latest episodes. Remember, we’re live 🔴 on YouTube with NEW episodes every other Tuesday at 2 PM MT.
🗓️ This episode was previously streamed on Youtube on 9/30/2025
 
⎯⎯⎯⎯⎯⎯⎯⎯CONNECT WITH THE HOSTSRex Frank | Vice President of Academy | Pax8 https://www.linkedin.com/in/rexfrank/ Chris Kaiser | Director of Peer Initiatives | Pax8 https://www.linkedin.com/in/ckaisercsquared/Amanda Glidden | Director of Academy Content | Pax8 https://www.linkedin.com/in/amandafglidden/
 
⎯⎯⎯⎯⎯⎯⎯⎯CONNECT WITH THE GUEST
Dave Wiseman | Data and AI Program Manager | Pax8https://www.linkedin.com/in/-david-wiseman/
⎯⎯⎯⎯⎯⎯⎯⎯ LINKSPax8 Academy Homepage https://tinyurl.com/y4m8d3cd Become a Partner with Pax8 Academy https://signup.pax8.com/?lang=EN_US⎯⎯⎯⎯⎯⎯⎯⎯ ☁ Pax8 Beyond 2026 ☁ Learn more about our partner event: https://www.pax8beyond.com/
☁ Learn More About Pax8 ☁ Why Pax8? - http://pax8.io/H1MI50NFhHl Explore our cloud marketplace - http://pax8.io/Ix0450NFhI9 ☁ Subscribe To Our Channel ☁ Never miss an episode of Academy Live - http://pax8.io/5yxJ50JJ3Z3 ☁ Follow Us ☁ LinkedIn - http://pax8.io/1jFu50JJ423 Twitter - http://pax8.io/AAth50JJ42u Facebook - http://pax8.io/A4gR50JJ43f ☁ Shop Pax8 Club ☁ See our collection of softwear - http://pax8.io/5xUR50NFhJb 

From Peer Groups to Profit: How Pax8 Helped Shape PivIT Strategy’s Success | Pax8 - Academy Live Podcast Episode 33

What does it really take to grow a successful MSP? In this episode of Academy Live, we chat with Jeff Wolverton, CEO of PivIT Strategy, to hear his story of transformation, perseverance, and growth. Jeff shares how joining Pax8’s Phoenix Peer Group gave him the foundation to strengthen his MSP across sales, service, and operations. We’ll hear his stories about how the lessons learned (and tough love) from his peers helped him avoid costly mistakes and refocus on profitable growth. From rebuilding his sales approach with the Results Selling Framework, to shifting strategy away from chasing shiny objects, to putting in the hard work that peer groups inspire, Jeff’s story proves there’s no “easy button” for growth, but there is a roadmap. 🔑 Key Topics Covered ✅ The role of Pax8 peer groups in building a profitable MSP ✅ Lessons learned from early hiring and sales mistakes ✅ How the Results Selling Framework reshaped Jeff’s sales process ✅ Using focus and intent to overcome shiny object syndrome ✅ Practical takeaways every MSP can apply to scale 📌Check this video out to learn how Jeff leveraged peer collaboration, strategy, and relentless execution to turn lessons into over a million-dollar results. 👍Like and 🔔Subscribe to stay up to date on our latest episodes. Remember, we’re live 🔴 on YouTube with NEW episodes every other Tuesday at 2 PM MT.
🗓️ This episode was previously streamed on Youtube on 10/14/2025
 
⎯⎯⎯⎯⎯⎯⎯⎯CONNECT WITH THE HOSTSRex Frank | Vice President of Academy | Pax8 https://www.linkedin.com/in/rexfrank/ Chris Kaiser | Director of Peer Initiatives | Pax8 https://www.linkedin.com/in/ckaisercsquared/Amanda Glidden | Director of Academy Content | Pax8 https://www.linkedin.com/in/amandafglidden/
 
⎯⎯⎯⎯⎯⎯⎯⎯CONNECT WITH THE GUEST
Jeff Wolverton | CEO | PivIT Strategy https://www.linkedin.com/in/jeff-wolverton-07b27b5/
⎯⎯⎯⎯⎯⎯⎯⎯ LINKSPax8 Academy Homepage https://tinyurl.com/y4m8d3cd Become a Partner with Pax8 Academy https://signup.pax8.com/?lang=EN_US⎯⎯⎯⎯⎯⎯⎯⎯ ☁ Pax8 Beyond 2026 ☁ Learn more about our partner event: https://www.pax8beyond.com/
☁ Learn More About Pax8 ☁ Why Pax8? - http://pax8.io/H1MI50NFhHl Explore our cloud marketplace - http://pax8.io/Ix0450NFhI9 ☁ Subscribe To Our Channel ☁ Never miss an episode of Academy Live - http://pax8.io/5yxJ50JJ3Z3 ☁ Follow Us ☁ LinkedIn - http://pax8.io/1jFu50JJ423 Twitter - http://pax8.io/AAth50JJ42u Facebook - http://pax8.io/A4gR50JJ43f ☁ Shop Pax8 Club ☁ See our collection of softwear - http://pax8.io/5xUR50NFhJb 

How to Raise Your Rates: Pricing Strategies for MSPs | Pax8 - Academy Live Podcast Episode 32

Pricing isn’t just about numbers — it’s about knowing your value.In this episode of Academy Live, we sit down with Jonathan Mack, Lead Executive Coach at Pax8, to dive deeper into his Beyond 2025 session: Did You Raise Your Rates?Jonathan unpacks why 99% of clients accept rate increases, the importance of knowing what level of provider you really are, and how to avoid the most common mistakes MSPs make when adjusting pricing.🔑 Key Topics Covered: ✔️ Why entering the cycle is critical to long-term success✔️ The role of investing in your people in pricing strategies✔️ How to begin with the end in mind and define the real outcomes you want✔️ Tools and data MSPs can use to raise rates with confidence🔗 Check out the "How to Raise Your Rates Course here: https://academy.pax8.com/learn/course... 📌 Whether you’re just starting to think about your pricing or looking to refine your strategy, this conversation will give you practical tools to boost margins, strengthen client relationships, and scale your business.
👍Like and 🔔Subscribe to stay up to date on our latest episodes. Remember, we’re live 🔴 on YouTube with NEW episodes every other Tuesday at 2 PM MT.
 
🗓️ This episode was previously streamed on Youtube on 09/02/2025
 
⎯⎯⎯⎯⎯⎯⎯⎯CONNECT WITH THE HOSTSRex Frank | Vice President of Academy | Pax8 https://www.linkedin.com/in/rexfrank/ Chris Kaiser | Director of Peer Initiatives | Pax8 https://www.linkedin.com/in/ckaisercsquared/Amanda Glidden | Director of Academy Content | Pax8 https://www.linkedin.com/in/amandafglidden/
 
⎯⎯⎯⎯⎯⎯⎯⎯CONNECT WITH THE GUEST
Jonathan Mack | Lead Executive Coach | Pax8https://www.linkedin.com/in/jonathan-s-mack/
⎯⎯⎯⎯⎯⎯⎯⎯ LINKSPax8 Academy Homepage https://tinyurl.com/y4m8d3cd Become a Partner with Pax8 Academy https://signup.pax8.com/?lang=EN_US⎯⎯⎯⎯⎯⎯⎯⎯ ☁ Pax8 Beyond 2026 ☁ Learn more about our partner event: https://www.pax8beyond.com/
☁ Learn More About Pax8 ☁ Why Pax8? - http://pax8.io/H1MI50NFhHl Explore our cloud marketplace - http://pax8.io/Ix0450NFhI9 ☁ Subscribe To Our Channel ☁ Never miss an episode of Academy Live - http://pax8.io/5yxJ50JJ3Z3 ☁ Follow Us ☁ LinkedIn - http://pax8.io/1jFu50JJ423 Twitter - http://pax8.io/AAth50JJ42u Facebook - http://pax8.io/A4gR50JJ43f ☁ Shop Pax8 Club ☁ See our collection of softwear - http://pax8.io/5xUR50NFhJb 

From Data to Dollars: Using the Portfolio Approach to Improve Margins in Your MSP | Pax8 - Academy Live Podcast Episode 31

In this episode of Academy Live, Pax8 welcomes Larry Cobrin, Founder and CEO of MSPCFO, to break down how MSPs can improve profitability by treating their client base like a portfolio. Larry explains the portfolio approach to identifying top and bottom performing clients, digging into why performance varies, and making data-driven changes that improve margins.🔑 Key Topics Covered: ✅ Treating clients as a portfolio to identify strengths and weaknesses ✅ Basics of agreement pricing and defining value ✅ Using data analysis to improve margins ✅ Turning insights into accountability within peer groups ✅ Real-world impact: how MSPs are reaching major revenue milestones📌 Whether you’re questioning if your data is “good enough” or looking for a strategy on uncovering opportunities hidden in your PSA, this episode offers practical insights to help you take action - one client at a time.
 
🔗 Check out Larry’s Academy Course: https://academy.pax8.com/learn/courses/6841/unlocking-revenue-potential-introducing-mspcfo-insights 🔗 Interested in MSPCFO? Get it here → 🔹 MSPCFO Basic MSPCFO Basic gives MSPs the visibility to fix data gaps, track employee productivity, and analyze agreements for smarter, more profitable operations. https://app.pax8.com/products/cbdc77a5-7618-4763-b8fb-0607364e6e83 🔸 MSPCFO Premium MSPCFO Premium takes profitability further with client P&Ls, client ranking insights, and revenue growth analysis to maximize margin and scale with confidence. https://app.pax8.com/products/06d805c1-c77f-4080-8aaf-fd458d1c6db5 🔗Check out Larry’s first appearance on Academy Live: https://www.youtube.com/watch?v=nBpDKVys5Zw 👍Like and 🔔Subscribe to stay up to date on our latest episodes. Remember, we’re live 🔴 on YouTube with NEW episodes every other Tuesday at 2 PM MT.
 
🗓️ This episode was previously streamed on Youtube on 09/16/2025
 
⎯⎯⎯⎯⎯⎯⎯⎯CONNECT WITH THE HOSTSRex Frank | Vice President of Academy | Pax8 https://www.linkedin.com/in/rexfrank/ Chris Kaiser | Director of Peer Initiatives | Pax8 https://www.linkedin.com/in/ckaisercsquared/Amanda Glidden | Director of Academy Content | Pax8 https://www.linkedin.com/in/amandafglidden/
 
⎯⎯⎯⎯⎯⎯⎯⎯CONNECT WITH THE GUESTS
Larry Cobrin | Founder and CEO | MSPCFOhttps://www.linkedin.com/in/larry-cobrin/
⎯⎯⎯⎯⎯⎯⎯⎯ LINKSPax8 Academy Homepage https://tinyurl.com/y4m8d3cd Become a Partner with Pax8 Academy https://signup.pax8.com/?lang=EN_US⎯⎯⎯⎯⎯⎯⎯⎯ ☁ Pax8 Beyond 2026 ☁ Learn more about our partner event: https://www.pax8beyond.com/
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