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Pulse of the Practice

Dec 23, 2019

Will and Paul wish all of you a Merry Christmas! They reflect on the year and how we all can be making an impact.

Dec 16, 2019

Will and Paul bring back Ryan Conn to pick his brain about catching stress in the workplace, and effectively helping staff and clients come back to a healthy dialogue in times of stress.

Dec 9, 2019

Will and Paul interview Ryan Conn from Shelton & Associates to talk about his transition from years of law enforcement into the accounting industry. Listen to the unique perspective he brings, and learn about the critical skills that were transferrable from one career to the next.

Dec 2, 2019

Will and Paul dig into the unique way that Business by Design ends their calendar year, with closing their doors to the outside world. Hear the benefits, some of how it was implemented and decide for yourself if this would be valuable to execute in your firm.

Nov 18, 2019

The decision on handling existing clients when transition to an advisory centric firm comes up with predictable regularity. Hear some insights on how this scenario presents a true win-win opportunity for those clients.