Go Beyond Numbers

Have you ever wanted to write a book, but didn't know where to start?

In the latest installment of Go Beyond Numbers, Tony sits down with Jocelyn Baker, Ghostwriter and editor, to discuss her work with entrepreneurs and business owners. She primarily writes business books, so she knows enough about financial planning, psychology, parenting, fitness, technology, and leadership.

Having worked with Tony to develop a book in the past, Jocelyn will share her experiences in ghostwriting, as well as some questions to consider if you're interested in leveraging a book to help grow your business and brand.

Timecodes:

0:06 - Introduction and overview on the topic of the day

2:34 - Welcoming Jocelyn Baker to the show

3:15 - Jocelyn's background as a reporter and the transition into ghostwriting

4:20 - Every project is a new and exciting one for Jocelyn

6:20 - Beginning the process of writing a book when working with Jocelyn

7:48 - The overall process of writing a book with Jocelyn

14:06 - Every book Jocelyn writes is meant to match the tone of the author

15:58 - Tony's experience working with Jocelyn

20:40 - Instances where Jocelyn has turned down a ghostwriting gig with a client

24:08 - How expensive is this process?

25:33 - Should everyone write a book?

29:49 - It all starts with a conversation. Reach out to Jocelyn!

31:00 - How you can reach Jocelyn via email

31:29 - Closing remarks

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In the latest installment of Go Beyond Numbers, we're exploring particular strategies to consider for enhancing your business.

In his new book "Go Beyond Numbers: Surprising Discoveries About Successful Businesses," Tony Rose highlights 23 strategies you can begin incorporating into your business based on his 40 years of experience. For this episode, we're taking a deep dive into four of these strategies and how they correspond to the various capitals we've discussed in prior episodes.

So sit back, relax, and enjoy another thought-provoking conversation that's bound to leave you with some key takeaways for you and your business.

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:25 - "Identify your employee's striving instincts"

11:56 - "Know the in's and out's of your raving fans"

15:15 - Just go have a conversation with your customers and find out what they love about your company

17:25 - "Be agile"

23:45 - Getting stuck in your old ways can lead to a company's collapse

27:37 - "Partner your process with your values"

35:21 - How you can order Tony's new book and receive a deeper analysis on these strategies

37:23 - Closing remarks

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In the latest installment of Go Beyond Numbers, Tony and Ryan welcome a special guest to the show, Kathleen Adams, to discuss the unique concept of Lifestyle Preservation Planning™.

Kathleen is the Founder of Second 50 Financial. As a financial planner for over 20 years, she and her team have developed a process to address the expanded needs of successful business owners who are enjoying a wonderful lifestyle and require a different kind of financial plan.

Lifestyle Preservation Planning™ essentially means maintaining a current and future income stream that supports both the needs and wants of the owner.

So sit back, relax, and enjoy this special episode of Go Beyond Numbers!

Timecodes:

0:05 - Overview on the special dynamic of today's show

1:30 - Tony welcomes Kathleen Adams to the show

2:58 - Kathleen's path to Lifestyle Preservation Planning™

6:11 - How Kathleen helps clients understand what it is they want

10:12 - Confidence, opportunity and vitality

14:25 - Addressing the fear of living another 40-50 years

18:44 - The immediate desire from most of Kathleen's clients

20:38 - Examples of mistakes that people are making

24:47 - How Kathleen keeps herself informed on financial literacy and information

27:35 - How you can get in contact with Kathleen and her team at Second 50 Financial

28:35 - Closing remarks

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In the latest installment of Go Beyond Numbers, Tony and Ryan explore the true nature behind your accountant and the value they provide.

Having an accountant is a great first step, but it's important to understand how to effectively utilize your accountant. In the social contract, what do you ask of them and what do they have a right to ask of you? By answering these crucial questions, you and your accountant can ultimately maximize the value of the relationship.

Listen as Tony shares his outlook on this pivotal relationship, which is bound to leave you reconsidering your expectations from your accountant. So sit back, relax, and enjoy another thought provoking discussion!

Timecodes:

0:05 - Overview on the topic of the show

1:35 - Tony's outlook on what an accountant should really do for their client

3:56 - "Do you care for me?"

5:26 - The role of an accountant within a client's financial practices

10:03 - What the accountant should be expecting of the client

14:28 - Which capital this relationship falls under

17:30 - How a client can go about strengthening their social capital

21:00 - Clear communication is crucially important

23:04 - What an enriched relationship looks like with your accountant

26:31 - Tony's final thoughts on the matter

27:33 - How to stay up-to-date with the show

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Words are extremely important and they possess the power to alter our lives. Oftentimes, the words that roll around in our heads manifest some way in not only our business dealings, but our personal lives as well.

In the latest installment of Go Beyond Numbers, Tony Rose breaks down some of the words he finds to be essential in both his personal and professional life. Listen as Tony explores his definition of these words, as well as the flip-side to them.

Through this conversation, Tony showcases the important differences behind goals versus outcomes. Both words come across as similar, but they contain vastly different ideals behind them!

So sit back, relax, and enjoy another thought-provoking conversation surrounding the power of words. Also, we invite all our listeners to share their own list of words with us via our Facebook page.

Timecodes:

0:05 - Overview on the power of words

1:45 - Why Tony believes words are so important in every moment of our lives

2:53 - The importance of having curiosity in your life and business

5:37 - The negative aspects associated with indifference or complacency

8:30 - The importance behind persistence, determination, and tenacity

14:46 - Tony's meaning behind confidence, assurance, and courage

23:15 - The emotions and actions surrounding defense, protection, and security

27:58 - How offense and aggression comes into play with business and personal life

35:15 - A missed opportunity can be an opportunity

43:08 - Tony's favorite set of words with power

44:55 - Inviting our audience to share their words with us on the Go Beyond Numbers Facebook Page

46:12 - Closing remarks

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When dealing with critical personal or business decisions, we typically seek advice or consultation from trusted advisors. Whether it be credibility within a particular sector of business, reliability to do an effective job, or a particular level of intimacy you feel with that individual, there are key factors that contribute to selecting the right advisor to assist you.

In the latest installment of Go Beyond Numbers, Tony explores a mathematical formula used to evaluate the overall quality of a trusted advisor. Listen as Tony showcases the variables that comprise the Trusted Advisor Formula, as well as provides a few examples on using the equation to your benefit.

This is a conversation you don't want to miss! So sit back, relax, and grab a pen and paper because today's conversation is jam-packed with beneficial information that could help bolster the team around you to achieve desired goals.

Timecodes:

0:06 - Welcome to the show and overview on today's topic

1:40 - Who should be on your team?

3:33 - What skills should your team be comprised of

7:30 - The factors that make up the a trusted advisor

9:00 - The Trusted Advisor Formula

14:30 - Walkthrough on how the Trusted Advisor Formula works using two examples

22:56 - How your team can work together to make you money

32:21 - The importance of intimacy when examining this equation

37:11 - Closing remarks

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In the second installment of Go Beyond Numbers, Tony and Ryan explore the four-part planning process to ultimately promote clarity and present solutions. Whether you're looking to overcome a personal or professional challenge, Quadrant Planning can help you overcome any obstacle.

Listen as Tony breaks down each quadrant and highlights the overall importance behind them all. Only through utilizing Clarity, Solutions, Implementation, and Management, can an individual or business owner accomplish their problem and thrive on the other side of it.

So sit back, relax, and enjoy another enlightening conversation that could help influence the way you tackle your next issue.

Timecodes:

00:07 - Show introduction and overview on prior episode

01:00 - Welcoming Tony Rose to the show and starting discussion on Quadrant Planning

03:24 - How Quadrant Planning plays a big role in businesses particularly

06:28 - Overview on the Clarity quadrant

08:45 - The Solutions quadrant

10:15 - How the Implementation quadrant comes into play

12:10 - The Management quadrant and why it's at the end of the planning process

18:30 - How the Quadrant Planning process can be applied to small businesses

22:40 - Tony's book "Say Hello to the Elephants" and his inspiration behind it

27:00 - Closing remarks and what we can expect on future episodes

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In the inaugural episode of Go Beyond Numbers, listen as host, Ryan Ruff, sits down with the Founding Partner of Rose, Snyder & Jacobs LLP, Tony Rose, to launch the podcast.

At the very foundation of understanding ourselves and how we should not only conduct our business but also our personal lives, Tony has identified the key principles entitled "The Human Capitals."

So sit back, relax, and enjoy an enlightening conversation surrounding these essential elements that, when harnessed and fine-tuned, can lead to drastic improvements in various forms of your life.

Timecodes:

00:08 - Show introduction and overview on the show as a whole

02:00 - What are The Human Capitals?

06:40 - Why it's important for CEO's, entrepreneurs, and family businesses to consider

11:30 - Where the idea for The Human Capitals arose from

17:00 - How to know if you have these capitals within your business

19:23 - How to measure each one of the capitals

23:30 - How our Social Capital has been altered due to Covid-19 pandemic

28:45 - "I got this"

30:34 - Closing remarks

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