Beste Branch Out Podcast podcaster (2024)

1
Ask, Listen, Act: Enhancing Your Client Experience - Alyson Fieldman 37:23

1y ago37:23

37:23

According to research, one in seven clients has an unvoiced complaint. Do you know how your clients feel about your firm's service? In today’s episode, Alyson Fieldman, founder of Rockit Results, an independent consulting firm specializing in strategic marketing for high-growth professional services firms, shares her expertise in client experience …

1
Disconnect to Connect: Transforming Your Workplace and Your Life - Amy Vetter 46:19

1+ y ago46:19

46:19

Does it ever feel as if your life has become mechanical or routine? Do you find that it’s becoming more and more difficult to find success in your career? This is the episode for you! Today, we speak with keynote speaker, CPA, yogi, technologist, TEDx speaker, Breaking Beliefs Podcast host, and CEO of the B3 Method Institute, Amy Vetter, who guides…

1
Strategic Growth for Professional Services Firms - Gale Crosley 52:11

1+ y ago52:11

52:11

Strategic growth is about more than just growth for growth’s sake. It’s about identifying the most efficient path for profitability and sustainability and then pursuing it. Our guest today, Gale Crosley, is a Strategic Growth and Innovation Consultant who has helped countless growth-oriented CPA and Accounting firms overcome barriers and achieve hi…

1
The Power of Professional Empathy - Bruce Ditman 52:31

1+ y ago52:31

52:31

Give credit and take blame; this is Bruce Ditman’s golden rule of leadership. In today’s episode, he shares his story of how he went from selling television advertising to Chief Marketing Officer at Marcum LLP, a $700 million dollar CPA & accounting firm, then later to the founder of Chief Seconds. Bruce has never had one day of formal marketing ed…

1
The Nexus of Creativity and Entrepreneurship - Scott Scarano 51:38

1+ y ago51:38

51:38

Unexpected connections exist all around us; we just have to be open to them. One such connection that many listeners may find surprising is the link between music and accounting. Our guest today, Scott Scarano, has always had a passion for both these disciplines. He describes accounting as the language of business and music as the language of life.…

1
The Value of Thought Leadership - Elana Margulies Snyderman 25:56

1+ y ago25:56

25:56

Elana Margulies-Snyderman is a director and thought leadership expert at EisnerAmper, a global audit and tax firm with offices worldwide and throughout the US. She hosts two podcast series, one dedicated to financial services and the other focusing on private equity deal-making. She also contributes to the firm's content management by maintaining a…

1
Successful Cross-Selling in Professional Services Firms - Timothy Keith 40:41

1+ y ago40:41

40:41

Today we are joined by Timothy Keith, the CEO and Founder of Propense.ai, an AI cross-selling platform that helps professional services firms grow more efficiently and holistically. Tim shares his unique career path that helped build his expertise in the professional services industry, starting with his experience in CRM implementation at a large-s…

1
Strategic Marketing for Private Equity and Deal Advisors - Jack Vawdrey 43:47

1+ y ago43:47

43:47

The private equity and deal advisor landscape is currently ablaze with fierce competition, reaching unprecedented heights and continuously expanding. Professional service providers working in the sector must showcase their unparalleled expertise, captivating the attention of target companies. Joining us today to help navigate the intricacies of bui…

1
The Power of Brand Recognition - Mike Jones 43:54

1+ y ago43:54

43:54

Creating a remarkable brand is not a task for the faint of heart. It requires unwavering authenticity, a fierce dedication to values, and an unrelenting commitment to purpose. Mike Jones, the CEO and Managing Partner of Resound, truly believes in these principles. With an unbridled passion for every client, he leads Resound’s vision, strategy, and …

1
Giving Emotions a Seat at the Table - Denise Logan 55:40

1+ y ago55:40

55:40

Selling your business is not just a transaction. It is a period of transition filled with unexpected highs and lows. After exiting her own legal practice and watching a close friend struggle with the sale of his company, global keynote speaker and bestselling author, Denise Logan realized that business owners need emotional support for this process…

1
Empowering CPAs to Build and Scale Profitable Practices - Chase Birky 50:51

1+ y ago50:51

50:51

Small and aspiring CPA firms face several formidable challenges. From workload management to technology implementation and expanding their professional expertise, they will likely spend a disproportionate amount of time and energy on things other than building their book of business and serving clients. To solve this problem, today’s guest started …

1
Essential Skills for Business Development Success - Alex Egan 42:43

2y ago42:43

42:43

A big part of business development is communication; selling yourself or someone else, building relationships, making a pitch, and so on. As a professional, you should build up the skillset to truly be able to articulate what value, skills, and experience you (or your group) have. Today, we are joined by Alex Egan, a director at Kaufman Rossin, a f…

1
Finding Passion in the Work You Do – Randy Crabtree 37:53

2y ago37:53

37:53

Sometimes, a job that was initially fulfilling begins to feel less meaningful over time. Luckily, there are several strategies you can follow to help you reignite your passion for the work that you already do or even redefine your role around what gets you excited! Today, we are joined by Randy Crabtree, speaker, writer, co-founder, and partner of …

1
Resilience Breeds Success - Lisa Howze 32:19

2y ago32:19

32:19

Resilience breeds success, and no one articulates it better than Lisa Howze. Lisa is a former Michigan state representative and the former chief of staff and chief government affairs officer for Detroit Mayor Mike Duggan. She is now known as "The Career Transformation Specialist" and joins us today to discuss her book, Candy Girl Mentality. Lisa ge…

1
Building Credibility to Facilitate Authentic Connections - George Sirignano 42:14

2y ago42:14

42:14

Building a strong network of professional connections ultimately comes down to the time and energy you are willing to invest in those relationships. Today’s guest understands this and has managed to build credibility by consistently looking for new ways to add value. George Sirignano is the Managing Partner of Old City Investment Partners, a firm t…

1
Ask Questions to Uncover Opportunity - Gary Braun 42:33

2y ago42:33

42:33

The word “sales” often leaves a sour taste in people’s mouths. But sales is different than most people think, as today’s guest explains. Gary Braun, the Co-Founder of Pivotal Advisors, shares why it’s all about asking the right questions. Gary takes us on the journey of how he and his brother launched Pivotal Advisors and the lessons they have lear…

1
The Entrepreneur's Mindset - Isatou Smith 44:04

2y ago44:04

44:04

To be an entrepreneur requires hard work, self-discipline, and a tremendous amount of courage. When you are your own boss, there is no one else to look to. Therefore, everything your business needs to succeed requires your efforts and discipline. Today we are joined by the Managing Director of EisnerAmper, Isatou Smith. She is a natural entrepreneu…

1
Leading Through Challenging Situations - Susan Black-Beth 47:55

2y ago47:55

47:55

From heading a family business, running franchising models, running a private equity firm, and being a mother to two, is there anything Susan Black-Beth can't do? Growing up in an entrepreneurial family, Susan's relationship with business started at an early age and has been formative to her leadership style. In this episode, Susan shares the value…

1
Embrace Uncertainty & Take Risks - David Hartley 48:13

2y ago48:13

48:13

Today we are joined by partner, director, and advisor at Anders CPAs, David Hartley to discuss how he has found success and happiness in his career by taking risks and embracing uncertainty. You'll hear about David's professional career journey, the catalysts for change early on, and how he handled changes he encountered along the way. We also talk…

1
Rethink Your Approach to Work - Dan Montgomery 36:18

2y ago36:18

36:18

In today's high-paced professional world, it's easy to lose perspective on what moves the needle in your company and get mired down in a slew of everyday tasks and emails. And while creating a structure that prioritizes reflection and planning can be challenging, it is immensely beneficial in the long run. Here to help us unpack this topic and give…

1
Increase Revenue with Client Advisory Services (CAS) - Ed Warren 33:34

2y ago33:34

33:34

Building a Client Advisory Services (CAS) practice can be challenging, but when you identify the right business opportunities and apply a value-based pricing model, you'll not only increase your business revenue but reveal your true worth to your clients! Today's guest has identified seven tips for growing your CAS practice and is here to share his…

1
Drive Innovation with Curiosity & Discipline - Gary Thomson 44:36

2y ago44:36

44:36

Insatiable curiosity is often correlated with leadership and business success. But if it isn't combined with a healthy dose of strategy and discipline, it can have the opposite effect. With more than 35 years of experience in public accounting, Gary Thomson is a sought-after consultant and leadership development expert. His years of experience work…

1
Earn Confidence and Play The Long Game - Meahgan O'Grady Martin 36:21

2y ago36:21

36:21

Telling her story on the Podcast today is one of McGuireWoods' Women in Private Equity to Know, Meahgan O'Grady Martin. Meahgan is the Director of Business Development for Palladium Equity Partners and a chairwoman at the Association for Corporate Growth Women in Leadership committee. During our discussion, we unpack the process of enduring challen…

1
Transform Your Leadership and Ignite Your Team - Dan Cremons 43:12

2y ago43:12

43:12

As a leader, your team's performance is your responsibility; if you take this responsibility seriously, you can transform your organization. Today's guest is Dan Cremons, former private equity investor and CEO and the bestselling author of The Blue Flame and Winning Moves. While writing his first book with the aim of helping leaders improve their a…

1
Your Practice is an Entrepreneurial Endeavor - Jay Harrington 52:10

2y ago52:10

52:10

No matter what line of work you choose to pursue, finding a clear niche and narrowing down who you serve and how you add value will be one of the best ways to ensure your career success. Today we welcome Jay Harrington to share his story starting at a large law firm, then starting his own private law, and finally launching his current consultancy. …

1
Firm Leaders, What's on Your List? - Gary Shamis 41:14

2y ago41:14

41:14

In the evolving landscape of the accounting world, firms need to manage growth and shifts in the right way if they are going to survive. Here on the podcast today, we are joined by Gary Shamis, Principal of Winding River Consulting, who shares the wisdom he has acquired in his long and illustrious career as a leader in this space. Firm leaders will…

1
People Are the Most Important Asset - Paul Aversano 45:43

2y ago45:43

45:43

People are at the center of almost every business, whether clients, employees or a combination of both. This is even more true in the professional services industry, where a people-focused approach is essential to success. However, it is not always clear what a people-centered approach is and how to establish it in your organization’s culture. In t…

1
How to Be Ahead of the Curve - Leon Brujis 44:11

2+ y ago44:11

44:11

Are you looking to succeed in business, exceed your goals and ambitions, and advance in your career? Well, you're in the right place, and today, you'll learn how staying ahead of the curve can set you apart, especially early on in your profession! In this episode, we welcome back returning guest Leon Brujis of Palladium Equity Partners, the oldest …

1
Subscription Model for Professionals - Ed Kless 30:38

2+ y ago30:38

30:38

Professional firms typically bill by the hour, as any accountant or lawyer knows all too well. But, as you'll discover in this episode, today's guest argues strongly for implementing a subscription-based model. Meta-consultant and business iconoclast, Ed Kless is the Senior Director of Partner Development and Strategy for Sage in North America and …

1
Cracking the Code to M&A Growth - John Bly 36:22

2+ y ago36:22

36:22

Mergers and acquisitions can sometimes feel daunting for entrepreneurs, but they don't have to be. In fact, growth through M&A can yield huge rewards if you are willing to accept some risk and remain open to opportunities. Today, we are joined by John Bly, the South Atlantic Regional Leader for Top 35 CPA firm, Aprio, as he cracks the code to M&A g…

1
The Human Capital Challenges of M&A - Jennifer Fondrevay 37:36

2+ y ago37:36

37:36

Change is inherent in Mergers and Acquisitions (M&A) transactions, making preparation and methods to overcome the challenges associated with the change essential to a successful process. In today’s show, we speak to Jennifer Fondrevay, an M&A expert, speaker, and Founder of Day1 Ready. Her company is on a mission to rediscover the humanity in busin…

1
The Future of How Clients Buy - Eric Gregg 42:43

2+ y ago42:43

42:43

It's no secret that the B2B buyer has changed more in the past ten years than in the previous 100. The modern consumer is digitally driven, socially aware, and has all the information they need at their fingertips. So, how can B2B service providers keep up with this rapid evolution and meet the buyers of today where they're at? To help us find the …

1
Consistently Invest in Growth - Maria Moss 43:07

2+ y ago43:07

43:07

Today on the Branch Out Podcast, we are joined by a passionate people developer and self-described rebel with a cause, Maria Moss! Maria is a training and development consultant and the owner of Phoenix Leadership Solutions, a training consulting firm that utilizes classroom-based learning and development programs to help empower leaders to reach t…

1
Be Curious and Invest in Yourself - Jeff Henningsen 37:46

2+ y ago37:46

37:46

Jeff Henningsen has always been curious, creative, and committed to his goals. These are some of the traits that have allowed him to succeed in so many different realms. Jeff’s entrepreneurial career started with mowing lawns to make some extra money while he was still in school; this turned into a business that he was able to sell at the age of 22…

1
Make an Impact and Build a Scalable Life - Brett Hickey 38:15

2+ y ago38:15

38:15

Today we speak with accomplished Founder and CEO of Star Mountain Capital, Brett Hickey. Brett shares his personal and professional journey from a small town in Northern Canada to founding one of the leading lower middle-market investment firms in New York City. Brett discusses how his unique background led him to where he is today and why he belie…

1
Hire Smart People and Get Out of The Way - Tyler Fair 22:13

2+ y ago22:13

22:13

"Hire smart people and get out of the way." This is the leadership philosophy of today's guest, Tyler Fair. Tyler is the co-founder and CEO of SourceScrub, the leading data service for dealmakers who want to find, research, and connect with founder-owned businesses. Though the company is just seven years old, it has grown into an 8-figure business …

1
Human Connection Catalyst – Thom Singer 38:40

3y ago38:40

38:40

Some of the many work-life aspects that the COVID-19 pandemic impacted were the opportunities to network and build professional relationships. Talking to us today about his professional journey and how he made it through the pandemic is Thom Singer, professional speaker, coach, podcast host, and networking expert. Thom started his career in marketi…

1
Create Value Through Content - George Khalife 47:55

3y ago47:55

47:55

Today we are joined by George Khalife, the Vice President of US Capital Formation with the Toronto Stock Exchange, and the host of the podcast, Let's Grab Coffee. Listeners can expect to get some great insight into how creating content offers direct value to your network and you and why it is so important to show up as your best self for your audie…

1
Taking Control of Your Personal Brand - Lydia Michael 35:55

3y ago35:55

35:55

Often, we put in so much time and effort to create a brand identity, but we don't realize that there's a huge disconnect between that brand identity and our consumers' perception of our brand image. In this episode, we are joined by Lydia Michael, Founder of Blended Collective, a multicultural marketing firm that helps people and brands reach and e…

1
Bring Action and Drive Diversity - Brandon Hawkins 39:08

3y ago39:08

39:08

SPECIAL EPISODE: Diversity Matters in the Middle Market, brought to you by the Association for Corporate Growth (ACG) and Connection Builders. For today’s conversation, we are joined by Brandon Hawkins, Chief Revenue Officer at CFO Hub. Brandon shares the story of how he benefits from having a diverse pool of people in his corner, both professional…

1
Create Opportunities for Nontraditional Talent - Michelle Chao 22:48

3y ago22:48

22:48

SPECIAL EPISODE: Diversity Matters in the Middle Market, brought to you by the Association for Corporate Growth (ACG) and Connection Builders. No matter your educational background or where you start out in your career, if you have support, an open mind, and are willing to put in the effort, there is no limit on which direction you can go! Nobody e…

1
Don’t Make Assumptions - Ariail Barker 31:41

3y ago31:41

31:41

SPECIAL EPISODE: Diversity Matters in the Middle Market, brought to you by the Association for Corporate Growth (ACG) and Connection Builders. In today’s conversation, we are joined by Ariail Barker, Senior Director of Business Development & Sponsor Coverage with 7 Mile Advisors, a boutique middle-market investment banking firm. She is also the hos…

1
Financial Literacy Is Critical - Karen A Clark 33:40

3y ago33:40

33:40

SPECIAL EPISODE: Diversity Matters in the Middle Market, brought to you by the Association for Corporate Growth (ACG) and Connection Builders. Being financially literate does more than help your bottom line: it also improves your mental health. Today’s guest has experienced this firsthand… Join us to hear from Karen A. Clark, SVP Multicultural Stra…

1
Everyone’s Path is Different - Charmone Adams 30:26

3y ago30:26

30:26

SPECIAL EPISODE: Diversity Matters in the Middle Market, brought to you by the Association for Corporate Growth (ACG) and Connection Builders. Building a career without coming from a background rich in resources can lead to many challenges and struggles. But it can also develop unique qualities that bring perspective and diversity into the workplac…

1
Look For the Next Generation - Marcia Nelson 27:53

3y ago27:53

27:53

SPECIAL EPISODE: Diversity Matters in the Middle Market, brought to you by the Association for Corporate Growth (ACG) and Connection Builders. One of the easiest ways to drive diversity equity and inclusion is to reach out to the youth, show them that they can do it too, or give them the opportunities to enter the field. Talking to us today about h…

1
Diversity Equals Alpha - Leon Brujis 43:19

3y ago43:19

43:19

SPECIAL EPISODE: Diversity Matters in the Middle Market, brought to you by the Association for Corporate Growth (ACG) and Connection Builders. Today we are joined by Leon Brujus, a Partner at Palladium Equity Partners. Leon shares his three-pronged approach to diversity that he and his firm use. We discuss the importance of cognitive diversity and …

1
Why Diversity Matters - Martin Okner & Thomas Bohn 47:29

3y ago47:29

47:29

SPECIAL EPISODE: Diversity Matters in the Middle Market, brought to you by the Association for Corporate Growth (ACG) and Connection Builders. In today's episode, we are joined by Thomas Bohn, President and CEO of the Association for Corporate Growth (ACG), and Martin Okner, President and COO of dpHUE and past chair of the ACG Global Board of Direc…

1
Demystifying Diversity - Ernie Lyles 36:16

3y ago36:16

36:16

SPECIAL EPISODE: Diversity Matters in the Middle Market, brought to you by the Association for Corporate Growth (ACG) and Connection Builders. Ernie Lyles was always incredibly ambitious, and at the Howard University School of Law, Ernie gained the confidence which made him realize what he was capable of. Starting his finance career with a summer i…

1
Creating an Inclusive Culture - Joshua Berggrun 25:37

3y ago25:37

25:37

SPECIAL EPISODE: Diversity Matters in the Middle Market, brought to you by the Association for Corporate Growth (ACG) and Connection Builders. Joshua Berggrun joins us today to share his thoughts on how firms can create a more inclusive workplace and why that tends to attract and retain better talent. Josh is an attorney with Calfee, Halter & Grisw…

1
Make Time for Growth - Ryan Cutter 26:58

3y ago26:58

26:58

Many of us could not readily answer if you asked us what we had for lunch yesterday or how we spent our time last week. Talking to us today about making time for growth is Ryan Cutter, senior associate with CID Capital and positive intentions and actions enthusiast. Ryan tells us how he manages a full-time job yet still gives himself time to read b…

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