Margins and Mandates
Join Jeff Lortz as he explores the critical balance between
profitability and growth mandates. Each episode delivers frameworks,
insights, and real-world strategies from leaders who've
navigated high-stakes business challenges.
AO GROWTH ADVISORS
The podcast where strategy meets execution for ambitious operators
Essential Listening for Operators
Strategic conversations that tackle the real challenges of balancing margins and mandates
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Johan Abadie
In this episode of Margins and Mandates, Jeff reconnects with Johan Abadie, VP of Demand Generation and Revenue Strategy at SalesIntel, for a candid conversation about building pipeline in an era of AI hype, cheap data traps, and shifting buyer expectations.
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Nate Burke
In this episode of Margins and Mandates, Jeff sits down with Nate Burke, CMO at 7 AI, to unpack what it really takes to build and run a marketing organization inside an emerging AI cybersecurity company.
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Steve Martin
In this episode, Jeff sits down with Steve Martin, a seasoned CMO who’s been in the trenches of SaaS, CRM, and PE-backed growth stories for the past two decades. From his early days at Lotus post-IBM acquisition to his recent role leading marketing at Act!, Steve opens up about the evolving challenges of scaling software compan
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Pam Boiros
In this episode of Margins and Mandates, Jeff sits down with Pam Boiros, fractional CMO, marketing strategist, and co-founder of . Pam shares her journey from leading marketing at major HR tech companies to building her consulting practice,
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Michelle Katz
In this episode of Margins and Mandates, host Jeff Lortz sits down with Michelle Katz, founder of From Prospects — a data-driven intelligence platform shaking up the traditional world of legal recruiting and firm research.
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Ryan De La Parra
This is a long , thin type of bread of French origin, that is distinguishable by its length and crisp crust
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Jeff Nulsen
In this episode of Margins and Mandates, Jeff Lortz sits down with Jeff Nulsen, a seasoned marketing executive, to unpack how he helped transform a brand overshadowed by security crises into a thriving, trusted growth engine while serving as CMO at N-Able.
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Margins and Mandates explores how business leaders build resilient, high-performing organizations in demanding markets. Hosted by Jeff Lortz — an experienced CEO, operator, and founder of the Agile Operator playbook — each episode features candid conversations about the strategies, challenges, and decisions that define real leadership. If you’re an executive, founder, or senior operator driving growth and results, this is your playbook for leading under pressure.
What if the best way to grow a business… is to stop chasing growth?
In this episode, Jeff sits down with Jason Sgro, CEO of The Atom Group, a cybersecurity and software firm serving public sector and critical infrastructure across New England. Jason has built a highly profitable, referral-driven business with no sales team, no marketing engine, and no ambition to scale beyond what the business—and the people inside it—can sustain.
They explore why specialization beats competition, how trust becomes a growth engine, and what AI means for the future of professional services. Along the way, Jason shares a different model for building a company—one focused on durability, discipline, and long-term relationships over speed and scale.

Discover Strategic Insights
Find the frameworks and conversations most relevant to your challenges
Specialization, Trust, and the Discipline of Scale
What if the best way to grow a business… is to stop chasing growth? In this episode, Jeff sits down with Jason Sgro, CEO of ...
Launching, Leading, and Scaling when the Margin for Error is Thin
Garth Coleman, CEO of Canvas GFX, joins Margins and Mandates to share his journey from engineer to first-time CEO—and ...
A Founder’s Journey: Healthcare, Loss, and Building Something That Actually Matters
In this episode, Jeff sits down with Ken Accardi, founder and CEO of Ankota, about his journey from GE Healthcare to building a ...
Flying the Business: Data, Dynamic Pricing, and the Future of Charter
In this episode of Margins & Mandates, Jeff hosts Justin Nihon, CEO of Linear Air, a technology-enabled air charter broker focused ...
Mike Sarrafinas x Jeff Lortz Podcast
What happens when a bootstrapped business hits its real inflection point—not survival, but scale? In this episode of Margins ...
Scaling in a Zero-Tolerance Market with Ed Gaudet of Censinet
Ed Gaudet is the founder and CEO of Censinet, a healthcare-focused governance, risk, and compliance platform that started in ...
AI, Private Equity, and the Future of Marketing Leadership
In this episode, Jeff reconnects with Norman, a fellow CMO and operator, to unpack the evolving challenges of leading growth in ...
Direct Mail in a Digital World: Dennis Kelly on Reinventing a $38B Channel
Direct mail might sound like a relic of the past, but as Dennis Kelly, CEO of Postalytics, explains, it's becoming one of the smartest ...
Building Categories, Brands, and Credibility in Cybersecurity with Mike O'Malley
In this episode of Margins and Mandates, Jeff sits down with Mike O'Malley, CMO of Oligo Security, to talk about what it really ...
AI, HR, and the Future of Work: Insights from Pam Boiros
In this episode of Margins and Mandates, Jeff sits down with Pam Boiros, fractional CMO, marketing strategist, and co-founder ...
From Legacy to Lift-Off: Go-to-Market Lessons from SaaS CMO Steve Martin
In this episode, Jeff sits down with Steve Martin, a seasoned CMO who's been in the trenches of SaaS, CRM, and PE-backed ...
Everyone Owns Pipeline: Inside Nasuni’s Co-Sell Culture
In this episode of Margins and Mandates, Jeff sits down with Ryan de la Parra, Head of Global Partner Marketing at Nasuni, ...
From Breach to Brand Trust: Jeff Nulsen on Rebuilding and Scaling with AI
In this episode of Margins and Mandates, Jeff sits down with Jeff Nulsen, a seasoned marketing executive, to unpack how he ...
Human, Data, AI: Johan Abadie’s Blueprint for Modern Demand Generation
In this episode of Margins and Mandates, Jeff reconnects with Johan Abadie, VP of Demand Generation and Revenue Strategy at ...
Trust, Teams, and Tough Markets: How Nate Burke Builds a Marketing Engine
In this episode of Margins and Mandates, Jeff sits down with Nate Burke, CMO at 7 AI, to unpack what it really takes to build and ...
Selling Data to Doubters: Michelle Katz on Marketing to the Legal World
In this episode of Margins and Mandates, host Jeff Lortz sits down with Michelle Katz, founder of From Prospects — a data-driven ...
Margins and Mandates
Margins and Mandates explores how business leaders build resilient, high-performing organizations in demanding markets.
Margins and Mandates Podcast