Branch Out - A Podcast from Connection Builders
Business:Careers
In today's high-paced professional world, it's easy to lose perspective on what moves the needle in your company and get mired down in a slew of everyday tasks and emails. And while creating a structure that prioritizes reflection and planning can be challenging, it is immensely beneficial in the long run. Here to help us unpack this topic and give us a fresh perspective on our approach to work is Dan Montgomery, audit partner and director of business development at Forge Financial and Management Consulting, a forward-thinking advisory firm. In our conversation, Dan expands on how Forge's novel approach is making the busy season more manageable for their team and what they are doing to prioritize planning, reflection, and productivity at their company. We then move on to what Dan has learned from the value of journaling, reflection, and planning and how those lessons have changed the way he works and lives his life. Finally, today's episode offers a high-level breakdown of creating an innovative professional services model that allows for increased profitability, greater productivity, and, most importantly, more personal life satisfaction.
Key Points From This Episode:
Forge Financial Management Consulting
Dan Montgomery on LinkedIn
Dan Montgomery's Email
Connection Builders
Alex Drost LinkedIn
Branch Out Podcast LinkedIn
Connection Builders LinkedIn
Ask, Listen, Act: Enhancing Your Client Experience - Alyson Fieldman
Disconnect to Connect: Transforming Your Workplace and Your Life - Amy Vetter
Strategic Growth for Professional Services Firms - Gale Crosley
The Power of Professional Empathy - Bruce Ditman
The Nexus of Creativity and Entrepreneurship - Scott Scarano
The Value of Thought Leadership - Elana Margulies Snyderman
Successful Cross-Selling in Professional Services Firms - Timothy Keith
Strategic Marketing for Private Equity and Deal Advisors - Jack Vawdrey
The Power of Brand Recognition - Mike Jones
Giving Emotions a Seat at the Table - Denise Logan
Empowering CPAs to Build and Scale Profitable Practices - Chase Birky
Essential Skills for Business Development Success - Alex Egan
Finding Passion in the Work You Do – Randy Crabtree
Resilience Breeds Success - Lisa Howze
Building Credibility to Facilitate Authentic Connections - George Sirignano
Ask Questions to Uncover Opportunity - Gary Braun
The Entrepreneur's Mindset - Isatou Smith
Leading Through Challenging Situations - Susan Black-Beth
Embrace Uncertainty & Take Risks - David Hartley
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