Welcome to The BDO Show! A podcast for passionate BDOs wanting to level up their game with advice and stories from battle-tested BDO’s.

In this week's episode, host Emily Detour, alongside co-hosts Alan Peterson, Sterling Birdsong, and Ryan Kroge, dive into strategies for maintaining business momentum during the summer slowdown. They explore the challenges unique to the warmer months when distractions and holidays can disrupt even the most organized BDOs.

Here were the highlights:

• Effective Vacation Planning: Set expectations with clients and colleagues before going on vacation—maintaining communication ensures smooth transitions and reduces the risk of losing business.
• Strategic Use of Downtime: Use summer slowdowns to build strategic marketing plans and strengthen professional networks, preparing for a busier fall season.
• Work-Life Balance: Achieving a balance is critical. Plan vacations considering the least impact on work and ensure to carve out time for family and personal relaxation.
• Resource Utilization: Leverage technology and team support to manage tasks efficiently during periods of absence.
• Building Trust: Developing strong, reliable relationships with clients and referral sources can ensure they are willing to wait for your return, reducing the stress of handling urgent matters on vacation.

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This episode is sponsored by: SBA Protection Quick Close Life Insurance – the fastest, easiest way to secure the insurance protection your borrower needs for their SBA loan.

For more information, visit their website www.sbaprotection.com or email Adam Bergen at [email protected] _________________________________________ 

CHAPTERS 

0:00 | Navigating Summer Slowdowns and Travel Nightmares 

3:18 | Maintaining Momentum and Balancing Family Time During Summer

6:37 | Balancing Work and Vacation Strategies for BDOs

15:52 | Balancing Vacation and Work Through Technology and Team Support

24:56 | Navigating Vacation Challenges and Building Trust in Business

 

 

The views and opinions expressed in this program are our own and/or those of our guests. They do not necessarily reflect the views or positions of our employers.