We’ve just hit a pretty amazing milestone in our firm. My Dad started our firm in November 1997, 25 years ago now. And 6 years later, he let me join the firm to lead the firm into the future. It was so special to celebrate this anniversary with my Dad recently, with Julie, my wonderful partner and friend, and our whole team at our team retreat. I know it’s common to write the obligatory “25 Things I Learned from Leading our 25 Year-Old Firm” but I’m not going to. I’m just going to share two key areas where I’ve learned […]
Watch as Jason Blumer, CPA, Adam Davidson, and Meghan Phillips discuss Davidson’s book, The Passion Economy, at SXSW 2022. Jason and Meghan were featured subjects in the book on what passion entails in the world of entrepreneurship.
So you have a growing firm. And you have wisely created a leadership team to take some of the weight off your shoulders as an owner and to help manage the day-to-day activity of running the firm. But have you considered taking them out of the day-to-day activity of running the firm? Have you considered holding an annual leadership team retreat, with just firm owners and leadership team? You should! Why A Leadership Team Retreat? My partner and I say to clients we consult with “you can’t read the label on your own bottle.” In order to read the contents, […]
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