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Dan and Nicole Ratner are a power couple in the association world leading organizations to achieve record growth in membership and plan highly efficient events over their 36 combined years in the industry. After climbing to the highest levels of leadership in multiple organizations, they both made the unusual choice to step off the corporate ladder and put family first. Throughout this podcast, you’ll hear how they help non-profit and for-profit businesses move from incremental growth to exp ...
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We provide practical firm innovations, based on the decades we have spent as practicing accountants and business consultants. We know what works best, because we've done it. Smithink provides a wide variety of consulting services and educational events, tools and resources under the one roof. Now including a monthly podcast.
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So one of a kind innovative show where we actually bring the small businesses in on the air live with us and we’re gonna interview them and then we’re gonna find out what they need what they really need right now. And if you’re in the trenches every day like me with small businesses you know what they need is a helping hand someone to lean on right now someone to help them get through the day that’s why were here help is on the way.
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This show aims to help entrepreneurs and business leaders with practical ways to take their business to the next level. We interview business leaders, bestselling authors, successful entrepreneurs and we share stories/insights from the best business, leadership and personal development books. We then extract essential, actionable steps for you to apply to get results. Our mission is to help entrepreneurs and leaders build businesses that grow and flourish.
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show series
 
Often, we are asked to sit on boards of charities, sporting clubs, community organisations, and other similar organisations. One consideration is “Should I accept the appointment?” and “Is it for me?”. The other is understanding the benefit of helping others, doing “your bit” for the community, making key contacts, and developing your firm. This se…
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There is a vast array of software and solutions in the market all designed to assist accountants in providing initial and engaging business advisory services to their clients. Understanding the differences and how products fit into the business advisory process is critical if firms are to select the right tools for their firm. This session will pro…
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Every practitioner knows the importance of quality but many have not realised that quality reviews can be a very effective way to not only ensure clients are receiving high-quality service but to unlock other service opportunities. David will highlight how firms are achieving success in developing new work from their quality reviews in this webinar…
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Smithink is proud to launch The Crunch, a new benchmarking service for accounting firms, in partnership with The Benchmarking Group. If there is one take-home message from the first Crunch Report, it’s quality over quantity. In this session, David will highlight key results from the first survey and discuss the issues behind the stand-out firms. PR…
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Today’s accounting advisor must provide high-level advisory services as well as simple accounts management. Learn how to be a proficient storyteller, extracting meaning from the numbers and helping clients understand their financial story, using powerful web-based techniques like the 4 Chapters for Success, the Power of One and the 3 Big Cash Flow …
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For an accounting firm to be successful there are a large number of systems, people and processes that need to be effectively lead and managed. This session will focus on what makes a great leader. We will also cover the 10 common mistakes managers make and how to overcome them. PRESENTED BY: Mark Holton…
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In an age where the boundaries of business are being redefined, offshoring emerges as a pivotal strategy for accounting firms to harness global talent and drive economic efficiency. That said, the success in offshoring is not merely about transferring tasks overseas; it demands a meticulous approach, profound understanding, and nuanced organisation…
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Clearly, the leaders of the firm have a huge influence over the success of the business whether it is growing the business, managing client relationships or managing the practice. Yet, all too often, unlike employed team members, performance reviews do not occur and performance targets are not set. This can result in the firm not optimising the con…
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As the baby boomers move to retirement and the hereafter we are going to see an enormous transfer of wealth to the following generations. Yet, family structures have become more complex so it is not a simple task to create appropriate plans. Often beneficiaries are not aligned with their goals. Estates can sometimes need to continue for many years …
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Join us for a compelling panel discussion webinar featuring esteemed leaders in the accounting profession as they share their valuable insights and highlight essential practices they feel should be prioritised over the next 12 months. Gain exclusive access to expert perspectives and actionable recommendations to stay ahead in the evolving landscape…
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Join us for an exclusive webinar featuring an insightful interview with Maree Jones, Manager at McKinley Plowman who has leveraged technology alongside her team to help fuel the organisation’s thriving accounting advisory business! Discover the secrets behind their success and gain valuable tips for implementing technology-driven strategies in your…
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Every professional service firm acknowledges that there are extra services they provide that many of their clients need but do not use. This is particularly the case when someone else in the firm provides the other service. This session will explore how firms can unlock these extra opportunities and achieve effective cross selling in their business…
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Measuring performance in an accounting firm is a critical task. This session will examine the recent Accountants Pulse Report 2022 that details the industry the challenge now is measuring how we compare to our peers. This session will review the latest industry trends and benchmarks and how they relate to the performance of your firm. PRESENTED BY:…
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A common theme when we interview team members in firms is dissatisfaction with their performance reviews and how their performance is being measured. In this world where recruiting team members is often a challenge, retaining strong performers is critical. This webinar will consider effective ways to provide feedback and assist individuals to grow …
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There is a vast array of software and solutions in the market all designed to assist accountants in providing initial and engaging business advisory services to their clients. Understanding the differences and how products fit into the business advisory process is critical if firms are to select the right tools for their firm. This session will pro…
  continue reading
 
In an era of acute labour shortages, it is critical that there is a strong focus on training to ensure not only high efficiency and technical competency but to also provide team members with the knowledge they need to advance their careers. This webinar will outline the topic categories that should form part of any training program, how training sh…
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Strategic planning starts with aligning your client’s business with its vision, mission and values. Then taking the time to think through where it makes sense to focus energy and resources in order to reach intended outcomes and results, and ensure all stakeholders are aligned and working toward common goals. This session will help you determine wh…
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Utopia is to never have any mistakes and all the work is produced with maximum efficiency. Unfortunately, the reality is that often some trade-off is required between efficiency and the possibility of error. In this session, we will review how firms endeavour to maintain operating efficiency while effectively managing the risk of errors and the res…
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There are many key performance indicators that can assist accounting firms in monitoring performance and efficiency. This session will look at some of the common compliance performance drivers, how they are used, monitored and what to measure your team against. We will also examine other “non financial” engagement KPIs that can help monitor activit…
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There are only two ways to solve resource shortages. Find more labour and/or get more production from existing labour. In this session, we will review how firms are addressing the labour shortage with strategies to unlock new sources of labour. We will also review how firms are using resourcing planning and other tools to boost productivity. Presen…
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There is a vast array of software and solutions in the market all designed to assist accountants in providing initial and engaging business advisory services to their clients. At first glance, many appear to do the same things. Understanding the differences and how products fit into the business advisor process is critical if firms are to select th…
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Having a clear strategy can help your business navigate in turbulent times -however, creating a strategy that is simple and easy to understand is usually quite difficult. In this second part, I walk through the final questions that can help you develop a strategic plan for your business. Key Questions: 1. Where will you play? The focus Question. 2.…
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Having a clear strategy can help your business navigate in turbulent times - however, creating a strategy that is simple and easy to understand is usually quite difficult. In these next two episodes, I walk through some questions that can help you develop a strategic plan for your business. Key Questions: 1. The Purpose Question – why do we exist? …
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If almost all successful people have encountered failure along the way, then failure could be seen as the path toward success. This is the last episode in our series on How to Fail Forward. In this part 5, I highlight that our perspective must be to embrace failure and see it as part of the journey. And then take on the mindset that "Failure is the…
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When we fail, sometimes we find it hard to forgive. The capacity to forgive ourselves and others could be daunting, but it is necessary if we want to move forward. Over the last few weeks, we have been going through a series on How to Fail Forward. In this fourth episode, we see why it is important to: Forgive yourself and others. Visit businesslea…
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Have you ever felt the need to blame something or someone when you have failed at something? Well, most of us do. Over the last few weeks, we have been going through a series on How to Fail Forward. In this third episode, we see the benefit of asking ourselves: Have I Done Everything I Could? Visit businessleaderscoach.com/howtofailforwardpt3 If yo…
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We are going through a series of five episodes looking at the topic: How to Fail Forward, and in this second episode, I ask; “What Do I Still Need To Learn? Sometimes the reason why we are facing a failure is because we need to learn something from it. Therefore, asking the question; “What Do I Still Need to Learn?” is important. Visit businesslead…
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How we handle failure can play a key role towards how we achieve our goals. Over the next five episodes, we are going to be looking at the topic: How To Fail Forward, and in this episode, I ask; “How Do We See Failure? I share some mindset statements that should help us start to see failure from a more healthy perspective. Visit businessleaderscoac…
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How do professional service firms re-focus from compliance services to value-added reliance services? Mark shares his innovative 7-step to success divisional advisory process that includes insight on the correct firm structure, infrastructure requirements, turning numbers into knowledge, action planning and identifying your clients' additional need…
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We all know that things are changing rapidly in the world of work, and recently Gallup pulled together what they called the 'Big 5'. According to them, the workplace is seeing the biggest disruption in some time, and it is changing the way we work and the future. This episode covers 'The Big 5 Disruptions That Business Leaders Must Address and what…
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Peter Drucker, the father of modern management, is known to have said: "In a few hundred years, when the history of our time will be written from a long time perspective, it is likely that the most important event historians will see is not technology, not the internet, not e-commerce. It is the unprecedented change in the human condition. For the …
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David Smith discusses with OpenInvest co-founder Andrew Varlamos how clients unwilling to pay for financial advice often make poor investment choices, potentially damaging their chances of a financially secure retirement. The webinar will highlight how accounting firms can help while also avoiding the regulatory burden that comes with the financial…
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In this short podcast episode, I share why Business Leaders Coach is explicitly on a mission to help small and medium-sized businesses grow from start-up to scaleup. I give a very high-level overview of why the economy grows when leaders choose to grow their businesses. Visit businessleaderscoach.com/whenyoursmallbusinessgrows for statistics shared…
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Giving feedback sometimes can be a challenging behaviour to apply as a leader when you don't have a clear framework. In this episode, I show you how to give feedback using four simple steps. Key Points: 1. Position - Making sure that you position the conversation in right place and at the right place. 2. Action - Focus on the behaviour: What you he…
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In this episode, I reflect on the importance of the meaning of work. Have you ever asked yourself why we work? Of course, a simple answer would be to put food on the table and pay bills, but what if there's more? Here, I share some deeper insights on how we should view work. Any leader with challenges attracting or retaining people needs to underst…
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Many small businesses struggle with the strategic management of their business. They are often in the here and now of solving today's issues. Yet, we all know that taking a regular step back to review progress, set targets and develop plans is highly beneficial to ensure focus is maintained on the issues that matter over the longer term. Many small…
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In October 2001, Jim Collins published his book Good To Great, and since then many CEOs have made reference to this iconic book. Twenty-one years later, this book is perhaps more relevant now than ever before. In this episode, I share principles to learn from Good To Great. Key Points: Companies need to focus on having: - Disciplined People - Disci…
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During a crisis, it might be tough to know what to do. In this episode, I share 5 Choices Great Leaders Make To Manage Crisis. Main points: Choosing to have Hope Choosing to control Emotions Choosing to take Action Choosing to practice Routine Choosing to take time to Think Go to https://www.businessleaderscoach.comto find out more…
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What is VUCA? It is a term the US Army coined describing the world as Volatile, Uncertain, Complex and Ambiguous. In this episode, I give more meaning to these words and share the VUCA counter to help business leaders navigate these turbulent times. Key Points: • What is VUCA, and where did this idea originate? • What does VUCA mean for businesses?…
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In this episode we tackle a common question leaders ask: how do I motivate and engage my people? In the current climate of hybrid working, many leaders are eager to know how to ensure that their people are motivated. Key Points Covered: · What is Motivation? · The two main ways we are motivated · P.R.E.P (4 principles to help motivate and engage yo…
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Having leaders at all levels within an organisation is essential for business success. Yet the leadership pipeline is one area that gets neglected the most in scaling up companies until it is almost too late. In this episode, I walk you through how to build your leadership pipeline and the five transitions that a typical leader will need to go thro…
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Following on from Part 1, in this second episode I walk you through the final steps to apply situational leadership style. Situational Leadership is a well-known leadership model that every manager and leader in a scaleup company must master. This episode is divided into two parts. In this part two, I share · The two main overall approaches to the …
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Having challenges delegating to a direct report? Situational Leadership is a well-known leadership model that every manager and leader in a scaleup company must master. In this episode, I walk you through how to apply situational leadership style in six simple steps. This episode is divided into two parts. In this part one, I share · The two condit…
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What great business books did you read in 2021? Well, in this episode I share with you 5 Great Leadership Books I Read in 2021. I give you one main thought or big idea and also an action to take based on this thought. The 5 Great Books are: 1. Humility Is The New Smart by Edward Hess & Kathrine Ludwig 2. Leading with Character by Jim Loehr 3. Leadi…
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As the world rapidly changes, becoming a learning leader is the only way to stay relevant, but how do we do that? In this episode, I share 5 Steps to Becoming A Learning Leader and I share practical ways to implement a learning strategy daily. Key Points: Choosing to become a Self-Directed Learner A Learning Leader must have a Growth Mindset. A lea…
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Does Every Leader Need A Coach? Well, in this podcast episode, I give four reasons leaders need coaches in today's fast pace world. Coaching has become a significant need, and more and more leaders are aware of the need for a coach. In this episode, you will also hear what Eric Schmidt, former CEO of Google and Bill Gates, say on this vital topic. …
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Today's accountants and consultants need to consider providing high-level advisory services as well as compliance services to their selected clients. In this webinar we will cover how to be a proficient financial storyteller, extracting meaning from the numbers and help clients understand their financial story, using web-based techniques like the 4…
  continue reading
 
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