Resource Browser

02/21/2025
Jason Blumer

Too Much Transparency

I’m noticing a continuing trend of some financial professionals leaning into extreme financial transparency online, and I want to explore why I might be...

Episode 163
01/28/2025

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Embracing Change in 2025 with Jason Blumer

01/14/2025
Jason Blumer

Leveraging an Accountability Partner for Firm Growth

The Why, What, and How of Leveraging an Accountability Partner We have many Thriveal members who leverage accountability partners to help them stay on...

12/27/2024
Rob King

The Art of Active Listening

I recently attended a Business Valuation Conference, and one of the speakers’ themes was becoming a great leader in the firm using Active Listening...

Episode 162
12/23/2024

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Modern Leadership in Accounting with Brett Kelly

with Brett Kelly

Episode 161
11/25/2024

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Entrepreneurial Growth and Smart Restructuring with Ian Vacin

with Ian Vacin

Episode 160
10/22/2024

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Boosting Firm Efficiency with Ian Vacin

with Ian Vacin

Episode 159
09/25/2024

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Strategic Tax Planning and Leadership with Jackie Meyer

with Jackie Meyer

09/11/2024
Jason Blumer

Balancing Your Marketing Outreach

As a firm owner, it’s important to master how we approach our market for new business. For many firm owners in today’s US market,...

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