Dec 5, 20233 minThe Steps to a Mindset of Possibilities As human beings, it can be easy to think negatively about many aspects of our work and life. Whether it is about yourself, your company,...
Jun 22, 20233 minFocusing on Ideal ClientsIn uncertain economic times, many firms feel the need to take on any client they can get. Yet one of the biggest problems firms have is...
May 24, 20234 minRevamping Your Business Development Process The ability to provide holistic service is key to delivering value to clients. However, many firms are still stuck in a traditional...
May 16, 20231 minE130 - 6 Tools to Generate Leads for Your NicheWelcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode Jon...
Mar 28, 20231 minE124 - How to Take a New Approach to Growth & Client FilteringWelcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
Jan 24, 20231 minE115 - The Biggest Shift in Growth A Look Back at 2022 & Looking Ahead to 2023Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, host...
Dec 13, 20224 minProviding an Exceptional Client Experience Every firm wants to ensure its clients feel valued and cared for. But how do you go about achieving it? Often, clients will have very...
Oct 25, 20221 minE103 - Why Learning Skills and Career Pathways is Important in Your FirmWelcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, the...
Sep 7, 20223 minHow to Stand Out from the Competition As we talk to accountants from firms throughout the country, we hear a familiar lament: the profession is more competitive than ever. As...
Apr 19, 20223 minPackaging and Pricing Services You’ve built your practice to offer all sorts of valuable services to clients: tax, accounting, assurance, advisory, consulting, and...
Dec 15, 20214 minHow to Be a More Consultative Salesperson If you’re just starting a career in sales, you likely think you know what you’re getting into. You’ll be making phone calls, talking...