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40 - Building a Future-Ready Firm: Tech, Talent, and Advisory Insights with Caleb Jenkins
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Contenu fourni par Laurence Whittam. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Laurence Whittam ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
In this episode of Business Beyond Borders, Laurence Whittam is joined by Caleb Jenkins, a 40 under 40 honoree and ProAdvisor of the Year, to discuss key strategies firms can use to succeed in today's challenging market. In this episode, you will be able to:
- Learn how Caleb’s firm transitioned from traditional to value-based pricing.
- Discover the benefits of leveraging QuickBooks Online and cloud technology for real-time client collaboration.
- Understand the importance of forecasting and proactive financial advisory for clients.
- Explore techniques for employee retention and how to build a strong firm culture.
- Hear Caleb’s personal story of growing up in the accounting world and how it shaped his approach to leadership.
You can reach Caleb Jenkins on LinkedIn or caleb@rljfinancial.com for any follow-up questions.
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