Getting Results with Dr. Jean

Dr. Jean, The Results Queen® features her special guest, Kyle Smith, an accountant who aims to be more than just a compliance provider. They discussed his unconventional journey from professional poker player to finance CFO, with the goal of helping businesses grow and succeed. Emphasizing the importance of accountants providing value beyond just the numbers, and becoming a strategic partner that can drive ROI. The discuss Key financial metrics like revenue, gross profit, net income, and cash flow are highlighted as critical KPIs that business owners should track regularly. They also cover the benefits of having a fractional CFO, especially for rapidly growing companies. The episode challenges accountants to shift their mindset from being a cost center to an investment that can significantly impact a business's success.

Find Kyle here:

Website: www.stratacloudaccountants.com/gettingresults

Linked In: https://www.linkedin.com/in/kyle-smith-cpa-9582038a/

Dr. Jean, The Results Queen welcomes her special guest, Laura Renner, the founder of Freedom Makers. Laura discusses how her company pairs military spouses with solopreneurs and small businesses as virtual assistants. The flexibility and adaptability of military spouses make them ideal for tasks requiring consistency, like social media, email, and CRM management. They emphasize the importance of clear communication and structure when working with remote assistants. Laura also highlights the trust-building process, as business owners may be hesitant to delegate tasks at first. Dr. Jean and Laura discuss the benefits of military spouse virtual assistants, including their research, organization, and process-driven skills. Laura advises listeners to make a list of tasks they struggle to complete and consider how a virtual assistant could help. They showcase how virtual assistants, especially those with a military background, can support the needs of small businesses.

Find Laura here:

Website: www.freedom-makers.com

Linked In: https://www.linkedin.com/in/laurarenner/

Dr. Jean, The Results Queen® and her special guest, Laura Nash discuss Laura's journey from working at a skateboard park as a teenager to becoming a financial advisor. A key theme is the importance of business owners not neglecting their personal finances while focusing on their business. They emphasize the need to plan for the future, including unexpected events, and to prioritize financial goals like college savings and retirement over short-term spending. The episode also highlights the value of couples having regular "money dates" to discuss budgets, spending, and financial goals. Dr. Jean and Laura provide advice centered around setting short, mid, and long-term financial goals, investing accordingly, and consulting a financial advisor who aligns with your values to get ongoing guidance and support in achieving your financial objectives.

Find Laura here:

Website: https://westfinancial.com/

Linked In: https://www.linkedin.com/in/lauranashcfp/

Dr. Jean, The Results Queen, and her special guest, Lawyer Ryan P. Smith, discuss how lawyers need to be masters at law but also at business development. Ryan runs a niche practice serving broker-dealers and registered investment advisors. Ryan, driven by entrepreneurial spirit and respect for small business owners, started his own law firm after working in other law firms previously. Ryan's firm helps smaller RIAs navigate complex financial regulations, allowing them to focus on clients rather than compliance. Dr. Jean and Ryan discuss how lawyers make natural business developers, but many struggle with fear of rejection. They encourage a process-driven, relationship-building approach, providing value before expecting payment. To aspiring lawyer-entrepreneurs, Ryan advises deep self-reflection on what you enjoy and can improve. He treats his firm as a client, rigorously managing matters and cashflow. They discuss how having a specialized, relationship-focused mindset can build a thriving legal business, even for a new solo practitioner. Ryan's key advice: focus on the process, not just outcomes, and make it easy for clients to pay you.

Dr. Jean, The Results Queen® and her special guest, Daniel Axelrod, a financial advisor, discuss finances and goals. Dr. Jean and Daniel share the importance of understanding clients' personal relationships with money, often shaped by their upbringing and values. They discuss exercises he uses to help clients identify their financial mindsets and align their goals. Dan emphasizes the need for realistic expectations when selling a business, advising early engagement with professionals to plan an efficient exit strategy. He also explains his firm's sophisticated wealth forecasting system, which models different scenarios to determine clients' core capital needs and surplus funds for other priorities. They explore how personal and family backgrounds influence financial decision-making. The episode provides actionable steps for listeners to reflect on their values and engage with financial advisors to create a tailored plan for their long-term goals.

Find Daniel here:

Website: www.bernstein.com

Email: [email protected]

LinkedIn: https://www.linkedin.com/in/daniel-axelrod-cfp%C2%AE-cdfa%C2%AE-248a9a44/

Dr. Jean, The Results Queen has special guest, Carl de Prado of A2Z Business IT. Carl emphasizes the critical need for businesses, especially small to mid-sized oganizations, to have a comprehensive cybersecurity plan. Carl also highlights the evolving nature of cybercrime and the significant financial and reputational impact of data breaches. Dr. Jean and Carl stress that compliance is not the same as security, and businesses must take proactive measures to protect their data and assets. Key recommendations include conducting a cybersecurity risk analysis, implementing security frameworks like NIST, monitoring cloud-based applications, and utilizing password management and multi-factor authentication. They encourage businesses to take action and develop a well-designed, tested cybersecurity plan, rather than procrastinating. A robust cybersecurity plan can help businesses protect their data, maintain operations, and build trust with their customers.

Find Carl here:

Book a Call: https://booking.a2zbusinessit.com/

Website: https://www.a2zbusinessit.com/

LinkedIn: https://www.linkedin.com/in/carlaz2bit/

Dr. Jean, The Results Queen® and her special guest,David Flores Wilson, a financial advisor and business owner. David shares his early entrepreneurial experiences, such as trading comics and investing his mother's account in college, which sparked his interest in finance. They discussed the importance of finding a financial advisor who understands the unique challenges of business owners, from personal experience. David's holistic approach to financial planning, where he acts as a quarterback for his clients, connecting them with various experts to address their personal and business needs. They discuss the value of financial literacy and highlight David's efforts to share insights and trends through his blog, to help educate the community.

Find David here:

Website: https://sincerusadv.com/

LinkedIn: https://www.linkedin.com/in/david-flores-wilson-cfp%C2%AE-cfa-02b5a/

Dr. Jean, The Results Queen® and her special guest, Mike Murphy, discuss embracing change and adapting for business success. Mike shares his journey of developing diverse skill sets and an ability to see the big picture and execute tactical solutions. He emphasizes the importance of embracing change, maintaining intellectual curiosity, and building an aligned leadership team for business success. Mike observes that some business owners resist change and prioritize personal gain over company growth, while others are open to adapting and seeking outside help. He advises business owners to regularly check their premises, understand their market, and manage their operations efficiently to drive profitability. The key takeaways are the need for adaptability, strategic thinking, and a willingness to challenge one's assumptions in order to achieve sustainable business growth.

Find Mike here:

Welcome Page: https://sunstonemanagementadvisors.com/gettingresults/

LinkedIn: https://www.linkedin.com/in/michaelf-murphy/

Dr. Jean, The Results Queen® and her guests, Jen Landis and Tad Schantz from Baum, Smith & Clemens, LLP. Jen and Tad discuss career progression and partnership dynamics at an accounting firm, Baum, Smith & Clemens, LLP. The two partners, Tad and Jen, share how they joined the firm as interns, were recognized for their potential, and eventually became partners in their 30s. Baum, Smith & Clemens, LLP founders focused on succession planning, ensuring a smooth transition to the next generation. Tad and Jen highlight the importance of transparency, communication, and trust within their partnership, as well as the benefits of implementing the Entrepreneurial Operating System (EOS®) to improve the firm's efficiency and decision-making. They emphasize the value of balancing different personalities and perspectives to achieve the firm's collective goals, rather than individual interests. The podcast provides insights into successful partnership dynamics and firm management in the accounting industry.

Find Jen & Tad here:

Website: https://www.bsccpas.com/

Jen's Linked In: https://www.linkedin.com/in/landisjennifer/

Tad's Linked In: https://www.linkedin.com/in/tadschantz/

Dr. Jean, The Results Queen® welcomes her guests, PR expert Adele Gambardella and former FBI hostage negotiator Chip Massey, the co-founders of Convincing Company. They share their combined expertise in crisis communications and negotiation. They emphasize the importance of addressing the emotional side of crises and using "forensic listening" to understand clients better. They discuss persuasion techniques backed by research and the significance of psychology and empathy in business partnerships. Strategies for effective communication include taking a genuine interest in others, adapting communication styles, and practicing active listening. Personal stories and quotes illustrate aligning actions with values. This episode underscores the power of building strong relationships and effective communication in both business and life.

Find Adele and Chip Here:

Convincing Company Website: https://convincingcompany.com/

Training So Good Website: https://trainingsogood.com/

Adele LinkedIn: https://www.linkedin.com/in/adelegambardella/

Chip LinkedIn: https://www.linkedin.com/in/chip-massey-23787b106/

Find their Book Here: https://a.co/d/0MtQEhD