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40 - Building a Future-Ready Firm: Tech, Talent, and Advisory Insights with Caleb Jenkins
Manage episode 439174428 series 3554142
Innhold levert av Laurence Whittam. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Laurence Whittam eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.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.
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