The Modern Toolkit with Rob Brown

November 17, 2022

Would your clients describe your firm as “modern”? Are you utilizing all the tools that your competitors have started to leverage for themselves? In this episode, Rob Brown joins Tom to discuss what updates an accounting firm needs to survive in the modern day.

Order Tom’s new book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/

SHOW NOTES:
00:00 – Intro
05:15 – Accounting Professional vs Fintech Data Mongers
08:58 – First of five necessary skills for an accounting firm.
14:13 – Why are networks becoming more popular?
18:38 – Second of five necessary skills for an accounting firm.
23:40 – How can we get out of our comfort zone when navigating a sale?
29:39 – Two rules for our network members.