Podcasts about cepa

Research shows that aligning company and personal purpose improves productivity, retention, and overall wellness in the workplace.Greg Sloan, CFP®, CEPA, CPMTM, is the Chief Purpose Officer and Co-Founder of Go Beyond, a talent development company that leverages behavioral science and technology to help companies attract, engage, and grow their people.Go Beyond has humanized and gamified the purpose discovery process for both company and worker. Their SaaS platform includes on-demand videos, self-guided exercises, and behavioral assessments to build a purpose-centered culture.With over 25+ years of experience in financial services, Greg is a serial founder who discovered the benefits of activating personal purpose in the workplace and loves sharing this knowledge with other leaders. To try Go Beyond, please visit: https://www.gobeyond.work/solutions/purpose-pulse and select "try it for yourself" and receive 15% off using promo code Ande15. Measure the 6 Factors driving disengagement, turnover, and burnout: https://www.gobeyond.work/solutions/purpose-pulseConnect with Greg and Go Beyond via these social platforms:Greg Sloan's personal LinkedIn:https://www.linkedin.com/in/gregonpurpose/Company LinkedIn: https://www.linkedin.com/company/go-beyond-work/Greg Sloan's personal Facebook:https://www.facebook.com/greg.sloan.520Company's Facebook:https://www.facebook.com/trygobeyond.workGreg Sloan's personal Twitter:https://twitter.com/gregonpurposeTwitter:https://twitter.com/GoBeyond_workGreg Sloan's personal Instagram:https://www.instagram.com/gregonpurpose/Instagram: https://www.instagram.com/gobeyond.work/Thank you for carving out time to improve your Founder Game - when you do better, your startup will do better - cheers!Ande ♥https://andelyons.com#bestyoutubechannelforstartups #startupstories #startuplife #hrtechstartupJOIN STARTUP LIFE LIVE MEETUP GROUPGet an alert whenever I post a new show!https://bit.ly/StartupLifeLIVECONNECT WITH ME ONLINE: https://twitter.com/AndeLyonshttps://www.linkedin.com/in/andelyons/ https://www.instagram.com/ande_lyons/ TikTok: @andelyonsANDELICIOUS ANNOUNCEMENTSArlan's Academy: https://arlansacademy.com/Scroobious - use Ande15 discount code: https://www.scroobious.com/How to Raise a Seed Round: https://bit.ly/AAElizabethYinTune in to Mia Voss' Shit We Don't Talk About podcast here: https://shitwedonttalkaboutpodcast.com/SPONSORSHIPIf you resonate with the show's mission of amplifying diverse founder voices while serving first-time founders around the world, please reach out to me to learn more about making an impact through sponsoring the Startup Life LIVE Show! ande@andelyons.com.  Ande ♥

Welcome to the second of two special editions of the Chemical Watch podcast based on this year's Global Outlook 2023 series of articles produced by the Chemical Watch News & Insight team.

Want to learn more? Go to: ennislp.comConnect with Joe: https://www.linkedin.com/in/josephdurnford/Check out JD Merit: https://jdmerit.com/============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================

Colin's Bio:Colin is the founder of Zizzi Investments along with his brother Brennan. Investing and soccer have been two of his biggest passions for as long as he can remember.Colin studied finance and accounting at American University, where he was also a four year member of the NCAA Division 1 soccer team. After college, he moved to Spain for 16 months to pursue his dream of playing professional soccer. He returned home to play professional soccer in Central PA for the next three years.While still playing soccer, it was by completely by chance that he joined a local advisory firm where he spent the next 10 years. During this time, Colin earned his CFP®, AIF®, and CEPA® designations while helping to oversee more than $500 million of qualified retirement plan assets and $100 million of individual wealth management relationships.Colin resides in Mechanicsburg, PA with his wife Molly, his son's Carter, Julian, and Leo, and his dog Sage.Colin's Social:https://www.linkedin.com/in/colinzizzi/Twitter: @ColinZizziMusic in this episode was obtained from Bensound.

Season 4 Episode 24 | Recorded July 11, 2022 Scott Scarano and Jason Ackerman, CPA, CFP®, CGMA spend time with Chet Buchman, CPA, CVA, CEPA, CGMA, CNC, who shares his experiences on maintaining work-life balance while running a successful accounting firm. They discuss forming client relationships, KPIs, and utilizing data for better employee performance. Chet also talks about nontraditional hiring practices, being a role model, and fixing busy season. They wrap up with book recommendations and Chet's advice for other CPA firm owners. Getting into Accounting The firm in the past The Cerebral CPA Changes in the firm for work-life balance and systems theory Forming relationships with clients Timesheets How the changes have been made Tracking data and using it to help employees Chet's management style KPIs and how people re-utilize extra time Tracking things that aren't time CBDs (Career Best Days) Chet and Scott's Atomic Habits The higher and lower performers Family The best thing about the firm Working from home during COVID and hybrid Going paperless or not Data analysts, Tableau New things in the future of the firm Nontraditional hires and hiring practice Accounting in High School Being a role model Helping others and giving time and space Work-life balance, integration, etc Fixing busy season To work or not to work Golf Advice for other CPA firm owners Wrapping up Book recommendations All the Shoutouts: Ron Baker, James Clear, SafeSend, Tableau, Zapier, Patrick Lencioni, Cal Newport, Jay Shetty, Ryan Holiday, Chuck Klosterman, Darren Hardy --- Send in a voice message: https://anchor.fm/accountinghigh/message

As Russia's invasion of Ukraine entered its second year, Russian President Vladimir Putin signaled that it won't end soon and U.S. President Joe Biden vowed to support Kyiv for "as long as it takes." Sam Greene, a professor at the Russia Institute at Kings College London, director of democratic resilience at CEPA, and co-author of the book Putin Vs. The People, joins host Steve Gutterman to discuss Putin's speech and what to watch for as the war grinds on.

Jeff and Brett chat with Ghislain Gouraige, CEPA, a partner with NewEdge Wealth.Ghislain discusses his work with ultra-high-net-worth families and entrepreneurs, helping them meet their investment needs, philanthropic goals, and lifestyle objectives.The discussion focuses on the guidance he provides to entrepreneurs as they prepare to exit their business. Few business owners succeed in the sale efforts of their business, and many of those who succeed end up unhappy with their decision. Ghislain aims to fix that.He discusses the many factors owners need to consider separately and apart from their companies. If you are a business owner thinking about an exit in the future, you do not want to miss this episode!Streaming now on  YouTube, Spotify, Google, Amazon Music, and Apple Podcasts.Click here and make sure to also check out the podcast series “ONWARD”, which provides insights and strategies published by the NewEdge team on what it means for an entrepreneur to have a wholesome wealth strategy rather than a simple financial plan.

Building a business that is transferable or sellable really begins when an owner launches a business with their eventual goals for exit --- do they indeed want to get value out of the business at some point in the future with a sale…or do they have vision for eventually transferring the business to children or key employees.If they simply want a lifestyle business while building their desired financial wealth outside of the business…then building for an eventual sale or transfer isn't necessary…However, we find that most owners want to…and often need to…get some value out of the business eventually…and frequently consider the business to be central to their retirement plan…Also…an owner who builds a transferable business has many more options for their eventual exit than they would with a lifestyle business…So, we can work with owners for years in identifying what aspects of their business….if focused on and strengthened…will increase the value and sellability of the business…We want to help clients get the business to a place where it's ready to be sold or transferred for the value they need or want…And in doing that they find it helpful to have someone outside of the business…like us…come in and look under the hood and identify blind spots that the owner might have pertaining to growth and value acceleration…And that's what we want to discuss in this episode…. Common Blind Spots in Building Business ValueWant to learn more? Go to: ennislp.comConnect with Joe: https://www.linkedin.com/in/josephdurnford/Check out JD Merit: https://jdmerit.com/============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================

One strategy for accelerating the value of your business is grow through acquisition….and we've discussed this strategy in past episodes with M&A Advisors Matt Craft and Laurie Barkman. Today we are going to revisit the topic with our guest who has made three multi-million $$ acquisitions to scale is core business to over $35 million in revenue. We want to discuss what he's learned from his experience and also his thoughts about a successful exit – I know he has some specific ideas about what an owner should do after they exit. Our topic today is… Business Acquisitions and a Successful Exit And we have with us Orrin Klopper, CEO and Co-Founder of Netsurit…Want to learn more? Go to: ennislp.com============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================

Last year was terrible for stocks, with the Dow, S&P and tech-heavy Nasdaq all posting double-digit losses. And that showed up in retirement accounts. According to Fidelity, In the third quarter of 2022, 401(k) balances were 23 percent lower than the year before. That's a lot of loss. This makes for stressful savers, especially those nearing retirement. So, what's an investor to do? Let's find out. In this week's podcast, host Stacy Johnson is joined by financial journalist Miranda Marquit. Listening in and sometimes contributing is producer Aaron Freeman. This week, we're joined by Robert Gilliland, the managing director and senior wealth advisor with Concenture Wealth Management. He's going to help us navigate our retirement accounts during a bear market. Remember, even though we sometimes talk about money and specific investments on this show, don't take them as recommendations. Before investing in anything or making any other money moves, do your own research and make your own decisions. You can watch this episode below, or if you'd prefer to listen, you can do that with the player at the top of this article or download the episode wherever you get your podcasts: Listen on Apple Podcasts Listen on Google Podcasts Listen on Spotify Don't forget to check out our podcast page for more episodes designed to help you make the most of your money and our YouTube page for more videos. Watch the YouTube version of this episode: https://youtu.be/L1pl3i8yduw Also, don't forget to check out our podcast sponsor, Tellus for the opportunity to supercharge your savings with an account backed by real estate. Use the code MONEYTALK and get 6.00% APY for 7 days with a $125 minimum deposit. Is your retirement in trouble? For many Americans, their only exposure to the stock market is what's in their 401(k)s. This can feel extremely frustrating after a year like 2022. However, the good news, Robert points out, is that down years are usually followed by recovery. There might be a setback, but if you don't panic and lock in your losses, chances are that your portfolio will recover. We'll talk about specific ways you can prepare yourself and your portfolio to avoid a retirement setback during a down stock market. If you want to learn more about planning for retirement, check out these additional resources from Money Talks News: 10 Ways the New Retirement Law Helps Savers of All Ages Retirement, Real Estate and I Bonds: We Answer Your Questions What Happens If I Really Do Run Out of Money in Retirement? 11 Retirement Funding Goals Everyone Ought to Hit by Age 50 13 Bad Investments for Your Retirement 5 Fast Ways to Turbocharge Your Retirement Savings Health Savings Accounts and Why They Are Great for Retirement Is a Bond Ladder Strategy Right for Your Retirement? Is a Retirement Bucket Strategy Right for You? The Pros and Cons of Dividend Stocks for Retirement Savings Worried about what's next for the stock market? Even if you stay the course and aren't worried about your retirement, you might still be nervous about the stock market and a coming recession. We look at what we think might be on the way and what you can do about it. (Check out our podcast episode recapping the biggest financial stories of 2022—and how they might impact your pocketbook.) Don't forget to check out the Money Talks News Solutions Center, where you can find links to high-yield bank accounts, financial advisors and other helpful tools for making the most of your money. Make sure you check out our other great articles and podcast episodes on making the most of your investments, no matter what's happening in the markets. Where Stocks Are Going in 2023 and Where You Should Invest Now How to Prepare Your Savings for a Recession 3 Ways Recessions Can Make You Rich Stocks Are Tanking: What You Need to Know Now How to Invest When Both Stocks and Bonds Are Falling 7 of the Best Ways to Invest That Don't Involve Stocks 7 of the Best Dividend Stocks to Help Fund Your Retirement How to Pick Winning Stocks, Step by Step 7 Things You Should Know Before Investing in I Bonds 15 Money Moves for a Richer New Year Meet this week's guest, Robert Gilliland Robert G. Gilliland CRPC®, CEPA®, is the managing director and senior wealth advisor of Concenture Wealth Management and has more than 25 years of experience serving residents in the Houston area. Throughout his career, Gilliland has developed extensive money management and leadership expertise. While attending Stephen F. Austin State University, he ran a franchise of restaurants where he learned valuable organizational, interpersonal and time management skills. This experience would serve him well as he accepted a job at Merrill Lynch after graduation and would hold various leadership roles, including Sales Manager, Resident Director, and later, a member of the Advisory Council to Management. With a strong desire to serve local residents without the constraints of corporate mandates and to offer a wider variety of products and solutions to help them better achieve their financial goals, Gilliland founded his own independent financial advisory firm, Concenture Wealth Management. Gilliland is an investment advisor representative (IAR) who holds both the Chartered Retirement Planning Counselor (CRPC®)and the Certified Exit Planning Advisor (CEPA®) designations. He has been named to Forbes "Best-in-State Wealth Advisors" list in both 2019 and 2020. Outside of the office, Gilliland is an avid hunter and fisherman. He serves on several boards and foundations, including the Board of Trustees for Northland Christian School in Houston and volunteering at Warrior's Weekend, an annual outdoor community event supporting combat veterans. Website Don't listen to podcasts? A podcast is basically a radio show you can listen to anywhere and anytime, either by downloading it to your smartphone, or by listening online. They're awesome for learning stuff and being entertained when you're in the car, doing chores, jogging or riding your bicycle. You can listen to our latest podcasts here or download them to your phone from any number of places, including Apple, Spotify, RadioPublic, Stitcher and RSS. If you haven't listened to our podcast yet, give it a try, then subscribe. You'll be glad you did! About the hosts Stacy Johnson founded Money Talks News in 1991. He's a CPA, and he has also earned licenses in stocks, commodities, options principal, mutual funds, life insurance, securities supervisor and real estate. Miranda Marquit, MBA, is a financial expert, writer and speaker. She's been covering personal finance and investing topics for almost 20 years. When not writing and podcasting, she enjoys travel, reading and the outdoors.Become a member: https://www.moneytalksnews.com/members/See omnystudio.com/listener for privacy information.

In August of 2019, Confluence CEO, Greg Weimer sat down with a few of the firm's younger associates to get their perspectives on wealth management, workplace culture, and life. Since that time, much has changed. In this episode, we catch up with those same professionals: Randall J. Holcombe, CFP®, Director of Wealth Planning; Katie Montagazzi, CFP®, Director of Marketing and Communication; Gregory Weimer II, CFP®, CEPA, Chief Operating Officer; and Chuck Ziants, CFP®, Wealth Manager. Join us as explore how Confluence has evolved, examine some of the reasons behind the firm's success, and look ahead as we continue to improve and innovate on behalf of our clients.

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to look back at 2022's stock market and provide their outlook on what could be in store for both the stock market and the economy in 2023.Read the Article: https://www.henssler.com/investors-look-ahead-to-a-choppy-2023/

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts, Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to look back at 2022's stock market and provide their outlook on what could be in store for both the stock market and the economy in 2023. Timestamps and Chapters 00:00     Market Roundup: Covering Jan. 2 – Jan 6, 202310:55     Top 10 Movers: Insights into the current market cycle21:40     Investment Whys: 2023 OutlookFollow Henssler:  Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter   LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Want to learn more?Go to: ennislp.com============================================ “We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================

Travis Catania, CEPA, Certified Value Builderhttps://businesssuccessionpros.com/(760) 703-5667AboutWith a background in organizational leadership, I help busy business owners connect with the needed resources to create a winning strategy that aligns their personal financial, and business objectives to exit their business on their own terms. I partner with the business owners in several ways from project-based strategic initiatives, organizational change & alignment to ongoing engagement where I serve as the interim/fractional CEO. NARI, National Association of the Remodeling Industryhttps://narisd.org/Send us mailNari San DiegoPO Box 3840Rancho Santa Fe, CA 92067narisandiego22@gmail.comNARI's roots go back to 1935 when President Roosevelt's National Recovery Act established the beginnings of NERSICA (The North East Roofing, Siding and Insulation Contractors Association).In 1956 President Eisenhower established Operation Home Improvement, a nationwide effort emphasizing the rehabilitation of existing housing rather than new construction. The National Home Improvement Council (N.H.I.C) emerged from this effort.By the mid-1960s, NERSICA no longer reflected the membership of the growing industry and its name was changed to the National Remodelers Association (NRA).In 1983, the National Remodelers Association and the National Home Improvement Council joined to establish the National Association of the Remodeling Industry (NARI). Today, NARI has 58 chapters nationwide and has enjoyed a sizeable growth period during the past decade. In 2000, NARI moved its national headquarters from Alexandria, Virginia, to Des Plaines, Illinois, and as the Voice of the Remodeling IndustryTM, continues to prosper. OUR MISSIONNARI's Core Purpose is to advance and promote the remodeling industry's professionalism, product and vital public purpose.

Are we headed for a recession in 2023? What economic indicators should we be paying attention to? These are some of the questions we explore in the 21st episode of our Sharing Knowledge Series. Host Kevin Vonderau, chief lending officer at Westfield Bank, sits down with Jon Park and Brian Toma, CFP®, AIF®, CEPA to offer predictions for 2023 and provide guidance to business owners who are bracing for a possible recession. Jon founded Westfield Bank in 2001 and has remained as executive chairman since he retired as CEO in 2021. Brian is managing partner and a registered investment advisor at Freeman Heyne Toma Financial Advisors.Investment products: • Are not FDIC insured • Are not bank guaranteed • May lose value• Are not a deposit • Are not insured by any federal or state government agencyWe want to hear your feedback. Take our survey at westfield-bank.com/sks Have questions? Email westfield-bank@westfield-bank.com.For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

En este episodio hablamos con Pato Molina COO de Exactly. Pato nos cuesta un poquito de su historia y del proyecto Exactly. Exactly es un protocolo DeFi de lending & borrowing 100% argentino! Y como todo Argentino intenta hacer algo distinto, en este caso, la diferencia del protocolo con Aave o Compound es su foco en ofrecer servicios a tasa fija. Links: https://twitter.com/patriciomolina https://twitter.com/ExactlyProtocol https://exact.ly/ Host: Diego Towers Edición: Emanuel Arias Producción y Grafica: Martin 8a Voice Over: Yanina Alba Instagram: https://www.instagram.com/bitcoin_para_todos_/ Youtube: https://www.youtube.com/channel/UCaHX81nmxyVYqh8YEKo4jAg Telegram Bitcoin para todxs: https://t.me/joinchat/GukzYtOdC1dlOTkx Twitter: https://twitter.com/Diego_Torres_ --- Send in a voice message: https://anchor.fm/diego-torres3/message

Planning and Future Dollars: Every Owner's Needs are UniqueI had the privilege of interviewing a favorite adviser of mine today with Edward Jones, Jesse Abercrombie.  Jesse is a CEPA like me, and we know each other through the Exit Planning Institute. We refer clients to each other and enjoy our collaborative work, because our values and client centric philosophies align well.Jesse got his start in the financial planning industry 20 years ago and has built a very successful practice in working with business owners. Most financial advisers don't work with business owners because the gratification of investable assets doesn't generally come until there's a liquidity event, but Jesse had the vision for the future and even though he knew it would be a longer road to build up his practice, he stayed the course with his owner clients, advising them along the way until the time came for an exit. At that point, they've established a strong, trusting relationship that leaves the client knowing Jesse's got their back. Jesse's approach is all customized, and knows it has to be, because each case and each client's needs are unique. No cookie cutter here. He talked about how he loves working with entrepreneurs; how driven they are to succeed and grow something from nothing. Jesse is a leader with his clients, but also a leader within the Edward Jones organization. Many advisers, especially newer ones, will connect with him for advice on launching and building a practice. Those who have added exit planning onto their practice especially appreciate Jesse's expertise and advice in this area. He operates within the corporate values of Edward Jones, helping other advisers become great at what they do by sharing his best practices generously. For more about Jesse and Edward Jones, listen to the episode hereFind Julie hereThank you to this month's sponsor!  Sunbelt Business Advisors and John A Knutson & Co, PLLP, JAK + Co and TrustPointIt's never too early to start planning.Check out the Business Readiness Transition online course offered by Julie #Keyestrategies

On today's show, we have Chad Olivier, CFP®, CEPA, and CEO of Olivier Group. Chad has been in the business since 1996. He is an author, host of “Money Talks” on local Fox Thursday 9pm news, and his team of 9 manages 360 million in assets. He has been married to his wife Rose for 23 years and has 4 boys ages 9-17. In this episode, we discuss the importance of a life outside of work and how it is possible to scale a business and still “have a life”. Chad shares how he hires his team members and how training is critical when building a team. Listen to learn what balance looks like in this sought-after teacher and successful business owner's life.   Join us today to learn about these things: Chad's grandmother shared his how grandfather took care of her after his passing and set him on the path to getting into finance. (1:21) His secret to keeping balance as a sought-after teacher and successful business owner. (2:39) How caring about hobbies or passions other than work can help you to set boundaries. (4:55) Learn how delegation and training go hand in hand. (15:56) RESOURCES Learn more about our guest: https://www.oliviergroup.com/ https://www.linkedin.com/in/chad-olivier-70b29621 Email: travis@travisparry.com Get Travis' newest book!

All small business owners, at least all the ones we know, are continually focused on sales and increasing revenue. And rightfully so if they have a desire to get value out of the business eventually with a transaction.As you've heard us say many times here in the past, nothing is more important than financial performance when selling your business to a third party, but it's also important if you decide to sell to insiders or an ESOP.You will need cash flow to be successful in executing any of these exit routes and that begins with sales. With that said, we also find that it can be challenging for small business owners to have a disciplined approach to sales forecasting and so that's our topic today.A Beginners Guide to Sales ForecastingAnd we have with us repeat guest Chris Tully of Sales Growth Advisors.Want to learn more? Go to: ennislp.com============================================“We want you to help you build a business that is sellable and exitsuccessfully on your own terms and conditions.” - Pat Ennis============================================

Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial are joined by attorney Arun Gupta from Reeves Law P.C., to discus how corporate documents and personal estate planning go hand in hand when it comes to business interests. While estate planning documents can be unpleasant to think about, both corporate documents and an estate plan are essential for the flow of assets when a business owner dies. "Our Three Cents” is a spinoff podcast of “Money Talks,” focusing on good business strategies, business valuations, and business exit planning. “Our Three Cents” is brought to you by Henssler Financial.Click Here to Subscribe to the Henssler Money Talks podcast. 

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined his fellow Research Analysts, Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to discuss the possibility of a recession, what this recession may look like, and what positions may work for investors. Read the Article: https://www.henssler.com/if-a-recession-is-ahead-what-positions-will-benefit-portfolios 

Greg Sloan, CFP®, CEPA, CPM™, is a Chief Purpose Officer and Co-Founder of Go Beyond. This People Development company combines Behavioral Science and Technology to improve well-being in the workplace. With over 25+ years of experience in financial services, Greg is a serial founder who discovered his purpose and wants to share the knowledge of how to achieve this same goal with others. He is a thought leader who centers his time and energy on purpose and people, focusing on purpose in the workplace, the future of work, and financial wellness. Go Beyond's mission is to create scalable, science-based tools and content that can be easily distributed worldwide to enable people to live better lives. They accomplish this by activating purpose in the workplace to help companies recruit, grow, and retain workers. Research shows that aligning company and personal goals improves productivity, retention, and overall wellness in the workplace. After consecutive pandemic years, employee burnout has become a ubiquitous problem, impacting companies of every size, industry, and level. The consequences are devastating and far-reaching, negatively impacting people's personal and professional lives. For example, one employee survey found that a staggering 77 percent of employees are experiencing burnout at their current job. This reality is exacerbating already-high employee turnover rates, which reached historic highs this year, reorienting the workforce in real-time. As a result, four in five HR leaders say that mental health and employee well-being are top priorities for their companies. Today's episode discusses how Purpose Pulse enables companies and coaches to measure individual and organizational well-being. In addition, we explore how the combination of behavioral science and technology can help diagnose the root causes of disengagement, turnover, and burnout to allow organizations to allocate resources effectively to the most needed employee assistance programs.

Henssler Money Talks – November 19, 2022Season 36, Episode 47This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined his fellow Research Analysts, Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to discuss interest rates and the possibility of what a recession may look like. They take a closer look at the macroeconomics of the market and mid-term elections. They round out the show by answering listeners' questions on why the market acts on certain news.Timestamps and Chapters00:00     Market Roundup: Covering Oct. 14 – Nov. 18, 202223:00     Case Study: What Might Work in a Recession?33:33     Q&A Time: How does the “rational” market pick which news to listen to?Follow Henssler:  Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Want to learn more? Go to: ennislp.com============================================“We want you to help you build a business that is sellable and exitsuccessfully on your own terms and conditions.” - Pat Ennis============================================

Managing a future-forward tax practice that is efficient, profitable and agile can be overwhelming. Meeting client expectations, streamlining workflows and handling staffing challenges are just some top-of-mind concerns. One resonating topic throughout this year, is also the debate regarding shifting the tax filing deadlines. Will they remain what they currently are or is there an appetite for change? The AICPA Tax Practice Resilience Task Force, composed of a diverse group of tax professionals, are tackling these issues. In this Tax Section Odyssey episode, April Walker, CPA, CGMA, Lead Manager — Tax Practice & Ethics, Association of International Certified Professional Accountants, representing AICPA & CIMA, chats with three members of the task force: Chris Wittich, MBT, CPA, Partner — Boyum Barenscheer, Kelly Rohrs, CPA, P.C., Owner — Kelly A. Rohrs, CPA, and Chet Buchman CPA, CVA, CEPA, CGMA, CNC, Managing Partner — Swindoll, Janzen, Hawk & Lloyd, LLC, to discuss the genesis of the group, topics of discussion amongst the members and future endeavors. What you'll learn in this episode Mission of the task force (1.00) Top practice management pain points (2.20) Tax filing deadlines (5.37) Task force members' viewpoint on changing tax filing deadlines (9.33) What changing tax filing deadlines entails (12.06) Conclusion regarding advocating for tax filing deadline changes (16.24) Potential alternative fixes that could make a difference (18.57) Future ventures of the task force (24.41) Upcoming Zoom roundtable sessions (31.12) Closing thoughts (32.12)  AICPA resources Practice Management & Professional Standards — Browse tax practice management resources and guidance to help keep your firm performing at the optimal level. Reimagining Your Tax Practice Q&A roundtable sessions — Tackle today's top practice management issues with a free interactive virtual Q&A roundtable series. Get innovative advice from our panel of experts on running an efficient, agile and profitable practice. Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices. This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.

Tune in to the Maximize Business Value Podcast this week to hear Tom speak with fellow CEPA and author of 17 Reasons Your Company Is NOT Investment Grade, Zane Tarence! Check out this can't-miss episode! Be sure to pick up Zane's book, too! You can find it here:  https://amzn.to/3URjXsOZane Tarence, Partner and Head of Founders Advisors' Technology and Business Services Group, is an experienced investment banker, entrepreneur and recognized expert on the growth and monetization of digital media, internet technology and software companies. Over the past 20 years, Zane has led and completed more than 87 technology deals, including facilitating the sale of some of the largest lead generation internet businesses in the United States. Zane is a noted speaker with Vistage International and Convene. He is the founder of the preeminent SaaS and internet summit, Silicon Y'all. Zane is the author of 17 Reasons Your Company Is NOT Investment Grade.Tom Bronson is the founder and President of Mastery Partners, a company that helps business owners maximize business value, design exit strategy, and transition their business on their terms. Mastery utilizes proven techniques and strategies that dramatically improve business value that was developed during Tom's career 100 business transactions as either a business buyer or seller. As a business owner himself, he has been in your situation a hundred times, and he knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Want to chat more or think Tom can help you?  Reach out at tom@masterypartners.com or check out his book, Maximize Business Value, Begin with The Exit in Mind (2020).Mastery Partners, where our mission is to equip business owners to Maximize Business Value so they can transition their business on their terms.  Our mission was born from the lessons we've learned from over 100 business transactions, which fuels our desire to share our experiences and wisdom so you can succeed.To provide securities-related services discussed herein, certain principals of Founders Advisors, LLC are licensed with Founders M&A Advisory, LLC, member of FINRA & SiPC. Founders M&A Advisory is a wholly-owned subsidiary of Founders Advisors. Neither Founders M&A Advisory nor Founders Advisors provide investment advice.

In this brand-new episode of Gimme Some Truth, we delve into a topic we haven't covered previously on the podcast – Commercial Real Estate. MLG Capital real estate analyst Jorgio Hopkins – a Madison native and UW-Madison grad – sits down with Walkner Condon's Jonathon Jordan, CFP, CEPA, and Nate Condon to cover the basics of this potential investing avenue. They go over the essentials of the sector, how broader investing themes like COVID-19 & interest rates have impacted commercial real estate, and how potential investors can access these types of investments. Questions about this topic or other topics you'd like us to cover in future episodes? Send us an email at podcast@walknercondon.com. LINKS Watch on YouTube Walkner Condon's YouTube Channel Contact Us Meet with an Advisor --- Send in a voice message: https://anchor.fm/walkner-condon/message

This week on the Maximize Business Value Podcast, Tom speaks with fellow CEPA and author, Dr. Nolan Duck, about all-things exit planning! Be sure to check out Dr. Nolan's fantastic CEPA book, too! You can find it here:  https://amzn.to/3DpoYSeDr. L. Nolan Duck is the founder and CEO of DBG Advisors. Nolan is passionate about working with business owners to get their company organizationally healthy and financially profitable as they move toward an exit. Whether they plan to sell now or ten years from now, his goal is to build the Full Value of their company, so they are ready to sell if someone comes calling. He uses his experience of selling companies to guide business owners through the exit planning process and the sale of their company.Tom Bronson is the founder and President of Mastery Partners, a company that helps business owners maximize business value, design exit strategy, and transition their business on their terms. Mastery utilizes proven techniques and strategies that dramatically improve business value that was developed during Tom's career 100 business transactions as either a business buyer or seller. As a business owner himself, he has been in your situation a hundred times, and he knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Want to chat more or think Tom can help you?  Reach out at tom@masterypartners.com or check out his book, Maximize Business Value, Begin with The Exit in Mind (2020).Mastery Partners, where our mission is to equip business owners to Maximize Business Value so they can transition their business on their terms.  Our mission was born from the lessons we've learned from over 100 business transactions, which fuels our desire to share our experiences and wisdom so you can succeed.

9 out of 10 business owners we work with are married. Most are married…and as married business owners ourselves…we recognize the unique challenges of being both married and a business owner. For one thing, the business if allowed to, can become all-consuming leaving little to no time or energy for the marriage relationship. Unique challenges like this one, absolutely can impact the marriage….but also the strength of the business and the eventual exit of the owner and whether of not it's successful. And so that's our topic today… The Unique Challenge of Being Married and Running a Business.Want to learn more? Go to: ennislp.com============================================“We want you to help you build a business that is sellable and exitsuccessfully on your own terms and conditions.” - Pat Ennis============================================

The thought of retirement or what's next for you and your business is intimidating. But like many big decisions you make throughout your career, thoughtful planning will help set you up for success. That's why in our 19th episode of the Sharing Knowledge Series, host Kevin Vonderau, chief lending officer at Westfield Bank, sits down with Gary D. Sirak, CLU®, ChFC®, president of Sirak Financial Services and author of How to Retire and Not Die: The 3 Ps That Will Keep You Young and Mark Dorman, AIF, CLU®, ChFC®, CFBS, CEPA, president & CEO of Legacy Business Advisors Ohio and Contributor to Forbes Business Council.In this episode, Kevin, Gary, and Mark discuss considerations and factors that impact personal retirement, business perpetuation, and succession planning.We want to hear your feedback. Take our survey at westfield-bank.com/sksHave questions? Email westfield-bank@westfield-bank.com.For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

This week on the Maximize Business Value Podcast, join us and hear from fellow CEPA, Ali Nasser! You won't want to miss this great interview! Be sure to check out Ali's fantastic CEPA book, too! You can find it here:  https://amzn.to/3DpoYSeAli Nasser is a passionate entrepreneur, communicator, and life enthusiast. He loves connecting with people, and enhancing intentionality to help them find their best path forward. Ali truly enjoys supporting causes that create a positive impact in our world. Ali was born in London, England, and moved to Texas in 1994 with his family. He currently lives in Houston with his fiancée, Brooke. Together, they enjoy experiencing different cultures and cuisines, and are always up for an adventure. You might even find him at the track, racing cars.Tom Bronson is the founder and President of Mastery Partners, a company that helps business owners maximize business value, design exit strategy, and transition their business on their terms. Mastery utilizes proven techniques and strategies that dramatically improve business value that was developed during Tom's career 100 business transactions as either a business buyer or seller. As a business owner himself, he has been in your situation a hundred times, and he knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Want to chat more or think Tom can help you?  Reach out at tom@masterypartners.com or check out his book, Maximize Business Value, Begin with The Exit in Mind (2020).Mastery Partners, where our mission is to equip business owners to Maximize Business Value so they can transition their business on their terms.  Our mission was born from the lessons we've learned from over 100 business transactions, which fuels our desire to share our experiences and wisdom so you can succeed.

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associates D.J. Barker, CWS® and K.C. Smith, CFP®, CEPA, to provide guidance to a couple of investors who have differing opinions on how much they should rely on Social Security in their financial plan. Read the Article: https://www.henssler.com/how-much-should-you-rely-on-social-security-for-your-retirement

This week on the Maximize Business Value Podcast, we welcome author and CEPA, Justin Goodbread! Tune in to hear some great advice from a fellow CEPA, and find out more about Justin's book, 'Your Baby's Ugly'! FIND JUSTIN'S BOOK HERE: https://amzn.to/3RoZadRJustin Goodbread is the owner of Financially Simple, a company that aims to help business owners manage their wealth, sell their business and prepare for retirement. Financially Simple has been featured nationally in Forbes, Fox News, NerdWallet, Yahoo! Finance and Investopedia. Justin runs the Financially Simple blog, podcast and YouTube channel. He's been awarded Knoxville Tennessee's 40 Under 40, Investopedia's Top 100 Advisor, Exit Planning Institute's Leader of the Year and more*. He's been a featured speaker for the University of Tennessee MBA Finance Department, the Exit Planning Institute, various professional workshops and more.Tom Bronson is the founder and President of Mastery Partners, a company that helps business owners maximize business value, design exit strategy, and transition their business on their terms. Mastery utilizes proven techniques and strategies that dramatically improve business value that was developed during Tom's career 100 business transactions as either a business buyer or seller. As a business owner himself, he has been in your situation a hundred times, and he knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Want to chat more or think Tom can help you?  Reach out at tom@masterypartners.com or check out his book, Maximize Business Value, Begin with The Exit in Mind (2020).Mastery Partners, where our mission is to equip business owners to Maximize Business Value so they can transition their business on their terms.  Our mission was born from the lessons we've learned from over 100 business transactions, which fuels our desire to share our experiences and wisdom so you can succeed.

Henssler Money Talks – October 22, 2022Season 36, Episode 43 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associates D.J. Barker, CWS® and K.C. Smith, CFP®, CEPA, to discuss the week's market movements, earnings, and economic releases Retail Sales and Industrial Production. K.C. and D.J. provide guidance to a couple of investors who have differing opinions on how much they should rely on Social Security in their financial plan. The hosts round out the show providing income-producing stock recommendations for a long-time listener. Timestamps and Chapters00:00     Market Roundup: Covering Oct. 17 – Oct. 21, 202221:06     Case Study: How Social Security Fits in Your Financial Plan33:01     Q&A Time: Recommendations for Income-Producing Stocks Follow Henssler:  Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial are joined by Kenny Hall, an attorney and partner at Moore Ingram Johnson & Steele, LLP. He is an expert in tax litigation, mergers and acquisitions, capital raises and restructuring and captive insurance companies. Kenny joins the Our Three Cents hosts to talk about the benefits of having a corporate attorney involved in your business well before exit planning is even considered. Having a company's basic documentation in place can put owners in a better position to receive the expected value of the transaction, as prospective buyers will ask to see certain records when conducting due diligence."Our Three Cents” is a spinoff podcast of “Money Talks,” focusing on good business strategies, business valuations, and business exit planning. “Our Three Cents” is brought to you by Henssler Financial.

Jeanine Barkan, a colleague and business exiting expert, joins Kent for a second episode to answer the question: Where do I start? She explains the important of businesses performing a SWOT analysis, keeping important documents within reach, and other factors that determine the market value of your business. Name rebranding and more. Stay tuned for part three with Jeanine!   Guest: Jeanine Barkan, CVA, CEPA https://www.myexitus.com/services   Host: Kent Owings AWMA®, Wealth Advisor   Find Us: https://www.therealmoneypros.com https://www.treecityadvisors.com

Want to learn more? Go to: ennislp.com============================================“We want you to help you build a business that is sellable and exitsuccessfully on your own terms and conditions.” - Pat Ennis============================================

This week on the Maximize Business Value Podcast, we welcome author and CEPA, Rick Krebs! Tune in to hear some great advice from a fellow CEPA, and find out more about Rick's book, 'Sell Your Business by Design'! FIND RICK'S BOOK HERE: https://amzn.to/3CoAFcHTom Bronson is the founder and President of Mastery Partners, a company that helps business owners maximize business value, design exit strategy, and transition their business on their terms. Mastery utilizes proven techniques and strategies that dramatically improve business value that was developed during Tom's career 100 business transactions as either a business buyer or seller. As a business owner himself, he has been in your situation a hundred times, and he knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Want to chat more or think Tom can help you?  Reach out at tom@masterypartners.com or check out his book, Maximize Business Value, Begin with The Exit in Mind (2020).Mastery Partners, where our mission is to equip business owners to Maximize Business Value so they can transition their business on their terms.  Our mission was born from the lessons we've learned from over 100 business transactions, which fuels our desire to share our experiences and wisdom so you can succeed.

Many business owners will have to experience a business exit at some point in their career. While an exit may seem as easy as just – well, exiting – many entrepreneurs will find that they missed out on the ability to choose. Jeanine Barkan, a professional partner of our advisory firm, joins Kent to explain how her company, Exitus, helps business owners make that next step. Are you looking to sell your business? Follow along in the coming weeks to hear more about Jeanine and how companies like hers can help.   Guest: Jeanine Barkan, CVA, CEPA https://www.myexitus.com/services   Host: Kent Owings, AWMA®, Wealth Advisor   Find Us: https://www.therealmoneypros.com https://www.treecityadvisors.com

Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Giuliana Barbagelata, CFP®, join” Chief Investment Officer Troy Harmon, CFA, CVA, to discuss how disability insurance can help protect your ability to earn a living. They cover employer group policies, own-occupation policies and waiting periods before benefits begin. Read the Article: https://www.henssler.com/protection-against-disability-from-derailing-your-plan

This week on the Maximize Business Value Podcast, host Tom Bronson welcomes author and CEPA, Julie Keyes! Tune in to hear some great advice from a fellow CEPA, and find out more about Julie's book, 'Poised For Exit'! FIND JULIE'S BOOK HERE: https://amzn.to/3M31AOoJulie Keyes is the founder and owner of KeyeStrategies, LLC and has been an entrepreneur the majority of her life. As the founder and operator of several companies, she understands what keeps an owner up at night and the balancing act required to work both ‘in' and ‘on' the business.  Having outside perspective and mentoring made all the difference for her, as she spent years growing and improving her companies before selling and becoming a business adviser in 2011.Tom Bronson is the founder and President of Mastery Partners, a company that helps business owners maximize business value, design exit strategy, and transition their business on their terms. Mastery utilizes proven techniques and strategies that dramatically improve business value that was developed during Tom's career 100 business transactions as either a business buyer or seller. As a business owner himself, he has been in your situation a hundred times, and he knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Want to chat more or think Tom can help you?  Reach out at tom@masterypartners.com or check out his book, Maximize Business Value, Begin with The Exit in Mind (2020).Mastery Partners, where our mission is to equip business owners to Maximize Business Value so they can transition their business on their terms.  Our mission was born from the lessons we've learned from over 100 business transactions, which fuels our desire to share our experiences and wisdom so you can succeed.

Henssler Money Talks – October 8, 2022Season 36, Episode 41This week on “Money Talks,” Chief Investment Officer Troy Harmon is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Giuliana Barbagelata, CFP®, to cover the ISM Manufacturing and Nonmanufacturing Indices and the University of Michigan Consumer Sentiment Survey. K.C. and Giuliana team up to discuss how disability insurance can help protect your ability to earn a living. They cover employer group policies, own-occupation policies and waiting periods before benefits begin. The financial experts round out the show answering a listener's question on mutual funds, required minimum distributions, and qualified charitable distributions. Timestamps and Chapters00:00     Market Roundup: Covering Oct. 3 – Oct. 7, 202223:11     Case Study: Disability Insurance: Protect your Ability to Earn34:01     Q&A Time: Mutual Funds, Required Minimum Distributions, and Qualified Charitable Distributions.  Follow Henssler:  Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

As America becomes increasingly diverse, the issue of religious freedom has come to the forefront. The Religious Freedom Restoration Act was passed in 1993 to protect the rights of religious minorities. However, there has been growing concern that the act could be used to discriminate against LGBTQIAP+ individuals in the workplace. Listen in as Kelly Bunting and host Shari Simpson navigate this difficult topic and provide resources for your organization. Guest: Kelly Dobbs Bunting, Lawyer at Greenberg Traurig, LLP. and Co-Chair of the law firm's Labor & Employment Practice's Workplace Compliance & Counseling Group Kelly has considerable experience defending class and collective wage and hour litigation and misclassification claims, having defended employers in Title III ADA access litigation and litigation alleging race, sex, pregnancy, age, disability discrimination, harassment, and retaliation. She is deeply experienced in virtually all aspects of employment litigation, including wage and hour, labor, Title VII, harassment, discrimination, wrongful termination, non-competition and non-solicitation, trade secrets, SOX and Dodd Frank whistleblower claims, CEPA, ADEA, FMLA, NJLAD, and failure to accommodate issues. She has identified and managed employment issues in M&A deals and appeared before the EEOC, NLRB, and DOL in many states, as well as state agencies in DE, NY, NJ and PA. Kelly has represented many clients in mediation and settlement negotiations and created HR and compliance training modules. She is regularly sought after as a workforce trainer for issues related to harassment and discrimination, FCPA compliance, good management techniques, and union avoidance. Kelly focuses much of her practice on international L&E issues, including employment/secondment contracts, data privacy, and global anti-corruption compliance. She advises clients on national and international handbook policies, procedures, and strategic HR issues and provides day-to-day counsel in hiring, employee relations, employee discipline, and termination. She also conducts and advises on internal investigations. Mentioned in the episode: Lambda Legal Human Rights Campaign Out and Equal National LGBT Chamber of Commerce

•Vuelos afectados debido al banco de neblina en el AIFA•Londres estrenará Pinocho, de Guillermo del Toro•Más información en nuestro podcast

Non-Qualified Deferred Compensation is an unfunded, unsecured promise by the employer to a key employee to pay compensation at a specific time or upon a specific event in the future. The program is a contract between the employer and the key employee for the payment of future benefits. As we help Business owners plan for their exit nonqualified deferred compensation can be a very viable solution for attracting, retaining, and rewarding key employees. It can also be used as a key piece in structuring an internal sale of the business to either key employees or children.However, Non-Qualified Deferred Compensation has a few disadvantages or planning challenges which we will mention today – and also today we are going to hear from an expert on an alternative solution that addresses the disadvantages and that's what we are going to discuss today, An Alternative to Non-Qualified Deferred Compensation.Want to learn more? Go to: ennislp.com============================================“We want you to help you build a business that is sellable and exitsuccessfully on your own terms and conditions.” - Pat Ennis============================================

En este episodio nos visitó Pablo Mata sommelier y representante de Cepa 21. Hablamos sobre como disfrutamos mejor de un vino, que información es más relevante para educarnos y hablamos de cepa 21.

Scott Snider is the President of Exit Planning Institute (EPI), which is widely recognized as the authority on exit planning in the United States and offers the Certified Exit Planning Advisor (CEPA) credential program. Scott earned the CEPA credential in 2008 and saw the potential for growing the exit planning discipline within the financial planning […]

Accounting High (aka Sons of CPAs) Season 3 Episode 15 | Recorded July 12, 2022 Purpose - the reason for which something is done or created. What is your reason for doing or creating something? In this episode, Niks and Scott share their own purposes and give us an insight into how we can find ours. Our passion defines us but our purpose defines who, what, and where we want to be. Listen in and get a better look into yourself like our hosts did and you might be surprised at what your true purposes are. 1 - A lot of things I do are by accident, but accidentally on purpose 2 - Be sure to check out liveflow.io/sons 6 - How do moments in our lives fit into our purpose 8 - Figuring things out as they come along. Does that work out? Shout out to Jason Ackerman, CPA, CFP®, CGMA, Blake Oliver, CPA 10 - The moment we realize it's always about money until it's not Shout out to Dave Olsen, Jay Shetty, Madeline Reeves 14 - Living in your Dharma is a certain route to fulfillment Shoutout to Liz Mason 16 - Purpose. What is it really? How do we know what ours is? 19 - Quadrants of potential 24 - Niks goes through an exercise about finding her Dharma Shoutout to Ashley Carroll 25 - The 4 types of people: Creators, Makers, Guides, and Leaders 27 - Creators are always on the move. Work hard, play hard 32 - My passion where I really want to help people is to learn from my mistakes and that's doing this podcast 36 - Makers work hard but always maintain balance. The best right hand Shoutout to Christopher Leon 38 - Guides use their knowledge to help people find their purpose Shoutout to Ryan Lazanis, CPA, Kenji Kuramoto 39 - Leaders govern, inspire, and engage others Shoutout to Ron Baker 45 - Most of the reason we're so serious is that we're so worried about what somebody else will think if we do different Shoutout to Zachary Call, CPA 49 - Helping others is a lot easier when we're comfortable in our own shoes Shoutout to Mary Delaney, Karbon 54 - Nobody's going to tell you what your purpose is. You gotta figure that out 56 - Our purpose can change. It evolves with us Shoutout to Chet Buchman, CPA, CVA, CEPA, CGMA, CNC 60 - Your passion is for you. Your purpose is for others. Your passion becomes a purpose when you use it to serve others 74 - Everybody has something that they are great at and that's part of their purpose 75 - This podcast became a platform for Scott to find purpose 77 - Making the accounting world a better place one ear at a time. Thank you! --- Send in a voice message: https://anchor.fm/sonsofcpas/message

Our Three Cents — Good Help is Hard to FindSeason 2, Episode 9Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial delve into common problems many small businesses are having including  finding and retaining employees in the tight labor market, inflation that has skewed the value of nearly every product and service, and intense competition for workers has driven the average hourly wage up."Our Three Cents” is a spinoff podcast of “Money Talks,” focusing on good business strategies, business valuations, and business exit planning. “Our Three Cents” is brought to you by Henssler Financial.Click Here to Subscribe to the Henssler Money Talks podcast.