))
40 - Building a Future-Ready Firm: Tech, Talent, and Advisory Insights with Caleb Jenkins
Manage episode 439174428 series 3554142
محتوای ارائه شده توسط Laurence Whittam. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Laurence Whittam یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
In this episode of Business Beyond Borders, Laurence Whittam is joined by Caleb Jenkins, a 40 under 40 honoree and ProAdvisor of the Year, to discuss key strategies firms can use to succeed in today's challenging market. In this episode, you will be able to:
- Learn how Caleb’s firm transitioned from traditional to value-based pricing.
- Discover the benefits of leveraging QuickBooks Online and cloud technology for real-time client collaboration.
- Understand the importance of forecasting and proactive financial advisory for clients.
- Explore techniques for employee retention and how to build a strong firm culture.
- Hear Caleb’s personal story of growing up in the accounting world and how it shaped his approach to leadership.
You can reach Caleb Jenkins on LinkedIn or caleb@rljfinancial.com for any follow-up questions.
48 قسمت
اشتراک گذاری
