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LIFT: 6 Key Aspects of Business Advice – Part 2
Enjoyed part one of our ultimate framework guiding your transformation into advisory services? Get ready for part two of our special 100th episode! Join Paul Latham in, Six Key Aspects of Business Advice – Part 2, on a Look Into The Future! On LIFT, viewers can...LIFT: Coaching Others Made Simple
We’ve all experienced those moments of feeling stuck while tackling tasks. The key question is: where and what type of help do we need? Enter the readiness assessment tool. Join Paul Latham as he takes us through, Coaching Others Made Simple, on a Look Into the...LIFT: Growing the Firm Starts With a Plan
Do you have a plan to grow your firm? While it sounds simple, it first requires that you understand the 4 ways to grow a business. Join Paul Latham as he takes us through, Growing the Firm Starts With a Plan, on a Look Into the Future! On LIFT, viewers can #AskPaul...E-CPA: Tired of Taxes – Finding Your Path (With Special Guest Frank Wisehart)
Tired of Taxes? Some accountants never got into taxes in the first place, while others simply grow tired of taxes after doing them annually for a countless number of years. So the big question is – if you don’t do taxes, what CAN you DO? Join Garrett...LIFT: Breaking Down The Client Relationship Lead
You’ve seen the proactive planning team approach, now it’s time to dig deeper, and look at one of the key roles, the client relationship lead. Join Paul Latham as he takes us through, Breaking Down The Client Relationship Lead, on a Look Into the Future!...LIFT: Proactive Pitch Meeting Part 2 – Q&A
How should you be positioning yourself to new prospects? We’ve seen the presentation – so lets dig in deeper, to understand how we can prepare ourselves for success. Join Paul Latham as he takes us through, Proactive Pitch Meeting Part 2: Q&A, on a Look Into...LIFT: Proactive Pitch Meeting Part 1 – Setting the Stage
It’s important to be seen as proactive, and not reactive, especially when it comes to new clients. So, how should you position yourself for success? Join Paul Latham as he takes us through, Proactive Pitch Meeting Part 1: Setting the Stage, on a Look Into the Future!...LP: How can I get the sleep I need to perform at my best?
We all know that a good night’s sleep is important to performing well and showing up as the leader we want to be. So, why is it so hard to actually make it happen? It’s time to step back into the Dimension of Possible and get some answers from Intend2Lead’s Sarah Elliott and Brian Kush.
On each episode of Leading Possibilities, they take on some of the biggest leadership challenges that accountants face.
If you’ve ever felt like you could use more sleep (who doesn’t?!), you’ll need to check out this episode!
To have one of your leadership questions answered in a future episode, reach out to Sarah and Brian at info@intend2lead.com and as always, keep investing in yourself!
LIFT: Deep Dive – Creating Your Boutique Team
We’ve talked about the boutique approach and the benefits it can bring, but how can we begin to incorporate this forward looking method within our own firms? Join Paul Latham as he takes us through, Deep Dive: Creating Your Boutique Team, on a Look Into the Future! On...LP: When I get busy and stressed, I can get really negative. How can I be more positive?
It’s easy to get stressed when things are busy, and when we get stressed, it’s even harder to navigate our busy lives! There’s got to be a way to break the cycle. It’s time to step back into the Dimension of Possible and get some answers from Intend2Lead’s Sarah Elliott and Brian Kush.
On each episode of Leading Possibilities, they take on some of the biggest leadership challenges that accountants face.
If you’ve ever felt like stress is making it harder for you to keep a positive mindset, this is the episode you’ve been waiting for!
To have one of your leadership questions answered in a future episode, reach out to Sarah and Brian at info@intend2lead.com and as always, keep investing in yourself!
LIFT: Accounting Staff Shortages – Path Forward
Accountants, CPAs, enrolled agents, it seems like there aren’t enough of us to go around. But why? And more importantly, what can we do about it? Join Paul Latham as he takes us through, Accounting Staff Shortages: Path Forward, on a Look Into the Future! On...E-CPA: Tired Of Taxes – Avoiding The Tax Trap (With Special Guest Shelia Darby)
Tired of Taxes? Some accountants never got into taxes in the first place, while others simply grow tired of taxes after doing them annually for a countless number of years. So the big question is – if you don’t do taxes, what CAN you DO? Join Garrett...LP: How can I fuel my brain, so I can perform better at work?
To perform at our best, we must fuel our brains. Yet, as critical as nutrition is to being a healthier leader, it’s often one of the most neglected areas for busy accountants. It’s time to step back into the Dimension of Possible and get some answers from Intend2Lead’s Sarah Elliott and Brian Kush.
On each episode of Leading Possibilities, they take on some of the biggest leadership challenges that accountants face.
If you’re ready to better fuel your brain, so you can enhance your performance at work, make sure to check out this episode!
To have one of your leadership questions answered in a future episode, reach out to Sarah and Brian at info@intend2lead.com and as always, keep investing in yourself!
LIFT: T Account Consulting
T Accounts – Remember those from accounting 101? Although most don’t use them anymore, did you know that they are actually one of the keys necessary for pivoting to advisory services? Join Paul Latham as he takes us through, T Account Consulting, on a Look Into the...LP: How can I improve my ability to withstand challenging times?
We all experience challenging times in our lives. So how can we improve our ability to withstand the tough times that we face? It’s time to step back into the Dimension of Possible and get some answers from Intend2Lead’s Sarah Elliott and Brian Kush.
On each episode of Leading Possibilities, they take on some of the biggest leadership challenges that accountants face.
If you’ve ever had a tough busy season, this episode is for you!
To have one of your leadership questions answered in a future episode, reach out to Sarah and Brian at info@intend2lead.com and as always, keep investing in yourself!
LIFT: Remote Work – Balancing Act
Remote work – we’ve all talked about it, and maybe it’s even led to some debates. One thing is for sure, it’s here to stay. So how can we succeed in this new virtual environment? Join Paul Latham as he takes us through, Remote Work – Balancing Act, on a...LP: How can I sharpen my focus, so I can get the important things done?
We all face so many distractions in our everyday lives. Is there a way to cut out the noise, and focus on tasks we need to get done? It’s time to step back into the Dimension of Possible and get some answers from Intend2Lead’s Sarah Elliott and Brian Kush.
On each episode of Leading Possibilities, they take on some of the biggest leadership challenges that accountants face.
If you’ve ever had a hard time focusing on something important, you’ll have to check out this episode!
To have one of your leadership questions answered in a future episode, reach out to Sarah and Brian at info@intend2lead.com and as always, keep investing in yourself!
LIFT: 2023 Predictions
It’s that time again! Time to look ahead to the new year. So, what changes can we expect to see in 2023? Join Paul Latham as he takes us through 2023 Predictions, on a Look Into the Future! On LIFT, viewers can #AskPaul anything! Evolve Now’s time traveler, Paul...E-CPA: Automation Made Simple With Simply Automate
RPA – we’ve all heard of it, but how can we as accountants use it to make our lives better? Join Garrett, and special guest Wilton Rogers of Simply Automate Inc. in, Automation Made Simple With Simply Automate. Interested in getting a bot of your own? We’ve...Weekly Dive – Warehousing
Where do all those Amazon packages come from, anyway? Warehousing companies! They provide services for general merchandise, refrigerated goods, and other types of products that keep our modern world going ‘round. What do you need to know about the warehousing industry...My days feel so out of control. How can I make time for myself?
Have you ever felt like your work is controlling your life? We’ve all felt that way at one point or another! So, how can we make more time for ourselves? It’s time to step back into the Dimension of Possible and get some answers from Intend2Lead’s Sarah Elliott and Brian Kush.
On each episode of Leading Possibilities, they take on some of the biggest leadership challenges that accountants face.
If you’ve ever had trouble making time for yourself, make sure to check out this episode!
To have one of your leadership questions answered in a future episode, reach out to Sarah and Brian at info@intend2lead.com and as always, keep investing in yourself!
ECPA: Tired of Taxes – The Long Path
Tired of Taxes? Some accountants never got into taxes in the first place, while others simply grow tired of taxes after doing them annually for a countless number of years. So the big question is – if you don’t do taxes, what CAN you DO? Join Garrett...LIFT: Conflict Resolution – Taming The Beast
No matter how hard we try, conflict is unavoidable. So how can we deal with conflict the right way? Join Paul Latham and special guest Jeffrey Deckman as they take us through Conflict Resolution – Taming The Beast on a Look Into the Future! On LIFT, viewers can...LP: What’s a simple way to reduce my stress and anxiety and also enhance my presence and focus?
Have you ever wanted reduce your stress and anxiety, but don’t know how? We’ve all been there! It’s time to step back into the Dimension of Possible and get some answers from Intend2Lead’s Sarah Elliott and Brian Kush.
On each episode of Leading Possibilities, they take on some of the biggest leadership challenges that accountants face.
If you’ve ever felt stressed or anxious, this episode is for you!
To have one of your leadership questions answered in a future episode, reach out to Sarah and Brian at info@intend2lead.com and as always, keep investing in yourself!
LIFT: Conscious Leadership
Leadership isn’t easy, and to most accountants, it might feel impossible… but it’s not. Join Paul Latham and special guest Jeffrey Deckman as they take us through Conscious Leadership on a Look Into the Future! On LIFT, viewers can #AskPaul anything! Evolve...BFOTB: Time Management
We’ve all said it, there aren’t enough hours in the day! But with proper time management, you’ll be able to find all the hours you need, to succeed. Join Garrett, to get the knowledge you need to break free of the box and punch above your...LP: Help! I can’t stop thinking about work!
Have you ever finished work for the day, but your mind decided to put in some overtime? It’s not just you! It’s time to step back into the Dimension of Possible and get some answers from Intend2Lead’s Sarah Elliott and Brian Kush.
On each episode of Leading Possibilities, they take on some of the biggest leadership challenges that accountants face.
If you’ve ever found yourself thinking about work during your time off, You won’t want to miss this episode!
To have one of your leadership questions answered in a future episode, reach out to Sarah and Brian at info@intend2lead.com and as always, keep investing in yourself!
LIFT: Marketing Made Simple
Accounting firm marketing – an impossible task… or is it? It’s time to stay relevant and move past your pain points! Join Paul Latham and special guest Jena Wilson as they take us through Marketing Made Simple on a Look Into the Future! On LIFT, viewers can...BFOTB: Advice to young Accountants
Change is constant, and the accounting space has changed to offer new growth and advancement in ways we never thought possible. Join Garrett to get the knowledge you need to break free of the box and punch above your...Weekly Dive: Used Car Dealers
Rising prices, chip shortages, and “supply chain issues” driving you nuts? You’re not alone! The used car market has undergone an unprecedented ride, and continues to chart a new course. What do you need to know about the used car dealer industry in order to win new...BFOTB: Entrepreneurs Are Everywhere
Entrepreneurs are everywhere, so how do we begin to understand this new trend in the profession? Start your week with the knowledge you need to break free of the box and punch above your...LP: How can I set healthier boundaries for myself?
Do you have trouble setting healthy work-life boundaries? You’re not alone! It’s time to step back into the Dimension of Possible and get some answers from Intend2Lead’s Sarah Elliott and Brian Kush.
On each episode of Leading Possibilities, they take on some of the biggest leadership challenges that accountants face.
If you’ve ever had trouble setting healthy boundaries, make sure to check out this episode!
To have one of your leadership questions answered in a future episode, reach out to Sarah and Brian at info@intend2lead.com and as always, keep investing in yourself!
BFOTB: Client Positioning
How should you position yourself to your clients to embrace your role as a relevant advisor? Start your week with the knowledge you need to break free of the box and punch above your...E-CPA: Tired of Taxes – The Slow Burn (With Special Guest, Nick Mears)
Tired of Taxes? Some accountants never got into taxes in the first place, while others simply grow tired of taxes after doing them annually for a countless number of years. So the big question is – if you don’t do taxes, what CAN you DO? Join Garrett...Weekly Dive: Wind Power
Think wind power’s just a bunch of hot air? The US generated as much electricity from renewable energy in 2020 as it did from coal according to the EIA. If you’d like to know more, let us make learning about this industry a “breeze”! What do you need to know...BFOTB: Stop the Blame
Are you consumed by negative thoughts about how others have it easier than you? Break the cycle and focus on what you can control first. Start your week with the knowledge you need to break free of the box and punch above your...BFOTB: Getting Paid
When working with clients, sometimes the hardest step is the final step, talking about getting paid. Don’t loose sight of the value you provide and embrace the idea that getting paid isn’t a bad thing. Start your week with the knowledge you need to break...LIFT: Driving Team Performance
A challenge for every firm, no matter the size, is getting the team to work on the same page. Join Paul as he takes us through Driving Team Performance, on a Look Into the Future! On LIFT, viewers can #AskPaul anything! Evolve Now’s time traveler, Paul Latham,...BFOTB: Clarifying Direction
Being a relevant advisor is more important now than ever, but simply providing information or doing tasks is not enough – you need to add...Weekly Dive: Book Publishers
Does anyone read books anymore? You might think the answer is no, but the real answer is more complex than that. It’s time to get a solid “read” on the publishing industry. What do you need to know about the book publishing industry in order to win new clients, grow...BFOTB: Stop
Stop living in the past, embracing change will help you become the firm of tomorrow. Get the knowledge you need to break free of the box and punch above your...LIFT: Firing Clients, the Right Way
Not everybody should be your client, so how should you decide which clients to keep, and more importantly, what is the right way to fire a client? Join Paul as he takes us through Firing Clients, The Right Way on a Look Into the Future! On LIFT, viewers can #AskPaul...LP: I feel overcommitted and overwhelmed all the time. What can I do about it?
Do you feel overcommitted and overwhelmed all the time? What can you do about it? It’s time to step back into the Dimension of Possible and get some answers from Intend2Lead’s Sarah Elliott and Brian Kush.
On each episode of Leading Possibilities, they take on some of the biggest leadership challenges that accountants face.
If you’ve ever felt overwhelmed by too many commitments, this episode is for you!
To have one of your leadership questions answered in a future episode, reach out to Sarah and Brian at info@intend2lead.com and as always, keep investing in yourself!
BFOTB: Process
You can’t take steps towards success if you don’t have a good process to start with. Get the knowledge you need to break free of the box and punch above your...LP: Why am I so exhausted all the time, and what can I do about it?
Do you feel exhausted all the time? What can you do about it? It’s time to step back into the Dimension of Possible and get some answers from Intend2Lead’s Sarah Elliott and Brian Kush.
On each episode of Leading Possibilities, they take on some of the biggest leadership challenges that accountants face.
If you’ve ever felt drained after a long workweek, this episode is for you!
To have one of your leadership questions answered in a future episode, reach out to Sarah and Brian at info@intend2lead.com and as always, keep investing in yourself!
BFOTB: Our Own Fears
Self-reflection is not just important for philosophers…it’s important for everyone! It’s not always the easiest thing to do, but we each need to take time to recognize our own fears. Our fears are the things that hold us back; they are the excuses we...LIFT: Overcoming Mistakes
Nobody’s perfect, everyone makes mistakes. So how should you interact with your clients when something doesn’t go as planned? Join Paul as he takes us through Overcoming Mistakes on a Look Into the Future! Missed the episode Building Client Goodwill? Click...BFOTB: Email Tips
Staying on top of your emails and inbox is one of the most useful project management productivity areas to address – get rid of the clutter, so you can focus on being the advisor to your clients that you need to...Tired of Taxes: MAFF Is Awesome (With Special Guest Jason Pierce)
Tired of Taxes? Some accountants never got into taxes in the first place, while others simply grow tired of taxes after doing them annually for a countless number of years. So the big question is – if you don’t do taxes, what CAN you DO? Join Garrett...Weekly Dive: Architectural Services
As humans, one of our three basic needs is shelter – and today, the majority of us live in urban or suburban environments surrounded by buildings as far as the eye can see. Architects are responsible for designing many of these places for people to live, work, learn,...LIFT: Building Client Goodwill
Everyone makes mistakes! But your client’s response to those mistakes can be impacted by the little things you do every day. Join Paul as he takes us through Building Client Goodwill on A Look Into the Future! On LIFT each week, viewers can #AskPaul anything!...LP: I know I need to take better care of myself, so why is it so hard to actually do it?
You know you need to take better care of yourself, so why is it so hard to actually do it? It’s time to step back into the Dimension of Possible and get some answers from Intend2Lead’s Sarah Elliott and Brian Kush.
On each episode of Leading Possibilities, they take on some of the biggest leadership challenges that accountants face.
If you’ve ever had trouble making yourself a priority, this episode is for you!
To have one of your leadership questions answered in a future episode, reach out to Sarah and Brian at info@intend2lead.com and as always, keep investing in yourself!
Weekly Dive – Self Storage Services
Self storage services across the United States serve an increasing number of people – but for reasons you might not always expect. What do you need to know about the self storage service industry in order to win new clients, grow your existing relationships, and...LIFT: Push and Pull in Action
You’ve heard of the push-pull approach, but what does it look like in practice? Join Paul as he takes us through Push and Pull in Action! Missed Marketing Push and Client Pull? Click here to watch now: bit.ly/3KQRyho On LIFT, viewers can #AskPaul anything! Evolve...LP: How can I make sure I don’t repeat a tough busy season?
How should you make sure that you don’t repeat a tough busy season? It’s time to step back into the Dimension of Possible and get some answers from Intend2Lead’s Sarah Elliott and Brian Kush.
On each episode of Leading Possibilities, they take on some of the biggest leadership challenges that accountants face.
If you’re looking to learn how to shift your mindset to become better at selling, this episode is for you!
To have one of your leadership questions answered in a future episode, reach out to Sarah and Brian at info@intend2lead.com and as always, keep investing in yourself!
E-CPA: NFT Breakdown
What do YOU need to know about NFTs? Join Garrett, as he provides a detailed look at these non-fungible tokens and their future implications, for today’s modern CPA. If you want to learn more about becoming an Entrepreneurial CPA, check out the rest of The E-CPA Show...Don’t Be Seen as Crazy: How to Market Your Proactive Services
Proactivity is a process, so how can you effectively relay that idea to your current and potential clients? Join Paul as he shows us how to market proactive services! On LIFT each week, viewers can #AskPaul anything! Evolve Now’s time traveler, Paul Latham,...Tired of Taxes: Business Valuation (with special guest Alina Rivera)
Tired of Taxes? Some accountants never got into taxes in the first place, while others simply grow tired of taxes after doing them annually for a countless number of years. So the big question is – if you don’t do taxes, what CAN you DO? Join Garrett...Weekly Dive: Venture Capital Funds
What do you need to know about venture capital funds to win new clients, grow your existing relationships, and maximize your practice? We’ll show you how to talk the talk, with the industry intelligence powered by Vertical IQ. Head on over to...Weekly Dive – Financial Planners and Investment Advisors
What do you need to know about financial planners and investment advisors in order to win new clients, grow your existing relationships, and maximize your practice? Learn how to talk the talk, with the industry intelligence powered by Vertical IQ. Head on over to...MOI: Data Security
How do you keep your data secure? What are the odds that a data breach will impact you, your firm, or your clients? Join our host Joe Brunsman, as he explains what to look out for, in order to keep your, and your clients data secure! On Masters of Innovation, you’ll...MOI Cyber Insurance Costs on the Rise
Paying more for cyber insurance? Need cyber insurance? Join Garrett Wagner and our host Joe Brunsman, as we tell you what to look out for in the newest episode of Masters of Innovation! Ready for the future of accounting #CPE, click here to get started today...Weekly Dive – Auto Dealerships
Auto Dealerships are a ubiquitous part of the American landscape. They’re the intermediaries between foreign and domestic car manufacturers, auto parts distributors, tire makers, and tool and IT companies on the one hand, and the consumer or corporate fleet buyer on...Marketing Push and Client Pull
How do you show proactivity, while controlling the narrative and your brand? Join Paul as he takes us through marketing push, and client pull! On LIFT each week, viewers can #AskPaul anything! Evolve Now’s time traveler, Paul Latham, Principal at Haydenrock...E-CPA: Navigating Client Push Back – Price Increases
Need to increase prices, but don’t want to upset clients? Join Garrett, as he shows us how to navigate client push back! If you want to learn more about becoming an Entrepreneurial CPA, check out the rest of The E-CPA Show series, and reach out to @garrettwagner37 to...Weekly Dive – Semiconductor Manufacturers
Semiconductors are all over the headlines, getting blamed for parking lots full of trucks that can’t be delivered to customers and rising product prices in general. We’re told there’s a global shortage of these thingamajigs, but most of us would probably say we’ve...LIFT: Career Ladder Done Right
Thinking about moving up the ladder? Join Paul as he takes us on a journey to explore the ins and outs of climbing the career ladder, and its benefits to both companies and employees! On LIFT each week, viewers can #AskPaul anything! Evolve Now’s time traveler,...LIFT: Trends 2022
Curious about the upcoming trends for 2022 in the accounting world? Join Paul as he takes us through these upcoming trends! On LIFT each week, viewers can #AskPaul anything! Evolve Now’s time traveler, Paul Latham, Principal at Haydenrock Solutions, gives us the...Blockchain
We have all heard of blockchain before, but do we really know what it is, what it means for accountants today, and what the future impact will be? Tune in to our special documentary episode of the entrepreneurial CPA show hosted by Garrett Wagner, the entrepreneurial...How Can I Make More Time For Myself In the New Year?
As we ring in the new year, it’s time to think of YOU! Sarah & Brian have some ideas to help us put ourselves first in the New Year.
Check out their coaching program at www.intend2lead.com and reach out with questions you have and would like answered on future episodes!
How Can I Make Sure This Year is Better Than Last
There’s a huge shift in transitional energy around this time of year. It’s time to reflect on the past year and move onto the next! Was this year great? Not so great? How can we learn from the past year so we can positively transition into the New Year?
Check out their coaching program at www.intend2lead.com and reach out with questions you have and would like answered on future episodes!
Lift: Making Time – Selling a Part of Your Practice
Set aside time today with our time traveler, Paul Latham, as he talks about making time when we think we’ve run out! We all can feel that time is not on our side and we simply cannot get the things done we want on a daily basis. Alas, as we cannot create more time in...ECPA: VC Money – Going Deeper
Ready to dig deeper than just the headline? Empower yourself with the knowledge you need to understand the history of the various external financed and capital transactions to learn from the past. Enhance your knowledge about the sources and uses of capital and...LIFT: Going Virtual
Let’s hear from our time traveler, Paul, as he dives into the hottest topic lately: Going virtual. Many firms went virtual during the pandemic – but what if we made virtual the norm? On LIFT each week, viewers can #AskPaul anything! Evolve Now’s time traveler,...ECPA: Joining Boards
Should you join a board just for the sake of joining a board? Let’s take a journey down memory lane with Garrett and we’ll find out if this concept should be a thing of the past, or if it holds a place in our modern world. If you want to learn more about becoming an...Weekly Dive – Mobile Home Parks
The mobile home industry is facing a turning point – along with the 22 million Americans currently living in these places. With a few new mobile homes being built and others being torn down for redevelopment, what’s next? Join Annie at @verticalIQ as she...LP: Too Busy to Grow as a Leader?
Are you too busy for leadership growth? Sarah and Brian give their thoughts on how you can slow down and reflect with intention. It might be a little easier than you think!
Check out their coaching program at www.intend2lead.com and reach out with questions you have and would like answered on future episodes!
LP: Work-Life Balance; The Struggle is Real
Do you find it challenging to find the perfect work-life balance? You’re not alone! Tune in with Sarah Elliott and Brian Kush to hear what we can do to help find balance in our lives.
Check out their coaching program at www.intend2lead.com and reach out with questions you have and would like answered on future episodes!
LP – Leading Others While Dealing With Our Own Struggles
As leaders, it’s okay to let your team know if you’re struggling too! Let go of the perfectionist mindset and embrace the growth mindset.
Check out their coaching program at www.intend2lead.com and reach out with questions you have and would like answered on future episodes!
LP – How Do I Deal With All This Pressure
Are you always feeling under pressure? Maybe MOST of that pressure is created by yourself and your own mindset. Take some advice from Sarah & Brian and let that self-pressure go!
Check out their coaching program at www.intend2lead.com and reach out with questions you have and would like answered on future episodes!
