Servant Leadership Institute’s 2014 Fall Workshops
Read moreOctober 11, 2014
Art Barter returned to the show to discuss some of his upcoming events with Richard and Joe. The Servant Leadership Institute will be hosting three workshops this Fall.October 23rd: The Little Foxes: Engaging the Outliers. This workshop will focus on how to engage the small group of people in every community that undermine the goals and conventions of the greater whole. The workshop gives several strategies to help these individuals become more productive.
October 29th: Rising Above: Thriving in the Face of Adversity with Servant Leadership. Art Barter will talk about the benefits of being a leader with a servant’s heart. He will talk about how leaders can guide those around them through tough, turbulent and prosperous times.
November 7th: Finally, the Fall workshops will close with Servant Leadership 101: The Road Best Traveled This workshop will be an in-depth study of how Servant Leadership was implemented at Datron World Communications.
All of the workshops will be held at the Servant Leadership Institute in Carlsbad (map it), from 8:00am – 12:00pm.
Professional Tennis Team Comes to San Diego
May 3, 2014 Richard and Joe welcomed Russell Geyser of Geyser Holdings (formerly Gibraltar Holdings) to the show. His entrepreneurial spirit has led to great financial success in commercial and residential real estate development. He is also a producer of a couple of films in production called Stealing Cars and Lost in the Sun as well ...Read moreMarketing to Best Clients Not New Clients
May 1, 2014 Become the most trusted advisors not just analysts of past financial dynamics, should be the drive force behind any CPA’s marketing plan. Also, marketing more to best clients than possible new clients is a way to become the firm of the future.Read moreSuccession Planning so the CPA Firm is Handed to the Future
April 28, 2014 This is the most important issue facing the CPA industry because only 25% of all firms have a viable succession plan. There are several keys that need to be addressed in this, but among the most important is providing services to the top clients as firm not just the senior partner or owner.Read moreSix Tactics CPA Businesses Need to be Firms of the Future
April 25, 2014 1. People 2. Paperlessness 3. Work flow 4. Technology 5. Seasonality 6. Hourly BillingRead more