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Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors

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Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors

Scaling New Heights Podcast: Cutting Edge Training For Small Business Advisors

Woodard Events

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Followers
0
Plays
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About Us

The “Scaling New Heights” podcast is designed for accountants and other business advisors, providing professionals with year-round access to some of the key training from our annual Scaling New Heights conference. Each weekly broadcast includes an interview with a featured guest who is either a past Scaling New Heights presenter or a presenter we’ve recruited for an upcoming conference.

Latest Episodes

Episode 43: Practice Planning: Managing People (Part Two of a Six-Part Series)

In the second part of this six-part series (see Episode 39 for Part 1), Joe speaks with Caleb Jenkins, a practitioner, and Chris Farrell, a software developer, about managing people. During this episode, Joe, Caleb and Chris discuss three key areas of management: Hiring, Evaluation and Retention, with best practices, practical methods, andtips and tricks that they have gleaned over a combined 40 years of managing teams.

39 MIN1 w ago
Comments
Episode 43: Practice Planning: Managing People (Part Two of a Six-Part Series)

Episode 42: The Entrepreneurial Leap: A Conversation with Gino Wickman

During this episode, Joe Woodard talks with Gino Wickman - creator of the popular Entrepreneurial Operating System (EOS). During the episode, Gino discusses the key concepts in his new book called The EntrepreneurialLeap including the traits required for someone to be truly a successful entrepreneur and ways for advisors to protect the journey of their clients who are engaging in entrepreneurial initiatives.

27 MIN3 w ago
Comments
Episode 42: The Entrepreneurial Leap: A Conversation with Gino Wickman

Episode 41: The Execution Factor: A Conversation with Kim Perell

During this episode Joe Woodard talks with Kim Perell, Scaling New Heights main stage presenter and author of the bestselling book The Execution Factor: The One Skill that Drives Success. During the conversation Joe and Kim discuss the 5 traits of consistent and effective execution: Vision, Passion, Action, Resiliency, and Relationships...and how each of these traits applies to small business advisors and their clients. You can learn more about Kim Perell on her website at http://www.kimperell.com. Click here to purchase a copy of her book.

29 MINAPR 22
Comments
Episode 41: The Execution Factor: A Conversation with Kim Perell

Episode 40: Fix this Next: A Conversation with Mike Michalowicz

During this episode Joe has a conversation with Mike Michalowicz about his new book called Fix this Next. This latest book by Mike focuses on identifying the key areas of improvement within each small business and leaning into those areas with your small business clients. According to Mike, the role of the advisor is key, because small business owners lack the visibility and the objectivity to focus on what they need "fix next." Click here to learn more about Mike's new book.

23 MINAPR 14
Comments
Episode 40: Fix this Next: A Conversation with Mike Michalowicz

Accounting Practice Planning

In the first part of this six-part series, Joe speaks with Caleb Jenkins, a practitioner, and Chris Farrell, a software developer, to give an overview of practice planning. During this episode, Joe, Caleb and Chris discuss practice planning, including the benefits of defining what you are trying to accomplish, the need to apply a strategy as you develop your practice plan and how to be intentional throughout the process. Listen as Joe, Caleb and Chris provide the five key components of practice planning.

27 MINJAN 31
Comments
Accounting Practice Planning

The Age of Brilliance

During this episode Joe talks Simon T. Bailey, author of two amazing books on Brilliance in your personal and professional life: Shift Your Brilliance: Harness the Power of You, andRelease Your Brilliance: The Four Steps of Transforming Your Life and RevealingYour Genius to the World. In their conversation, Joe and Simon focus heavily on intentional living, embracing professional purpose, and accomplishing unprecedented success by leveraging purpose to overcome fear, uncertainty and doubt.

21 MIN2019 AUG 26
Comments
The Age of Brilliance

Understanding and Servicing Latino Owned Businesses

During this episode Joe talks with two leaders within the accounting profession who Latino and who are passionate about empowering Latino-owned businesses. During the episode we dispel some of the myths about Latino owned businesses, drill down on key needs and pain points experienced by Latino owned businesses and provide practical steps advisors can take to engage Latino owned businesses – even if you are not part of the Latino community.

22 MIN2019 APR 28
Comments
Understanding and Servicing Latino Owned Businesses

Client Experience - the Key to Practice Distinction

During this episode, Joe interviews Simon Bailey - author of the bookSPARK Five Platinum Service Principles for Creating Customers for Life. During the episode, Simon breaks down the acronym "SPARK" and introduces two additional terms, "VUCA," and "Duja Ve." And...Simon and Joe connect these principles to client transformation - the shift within the profession from those who solely offer compliance and bookkeeping services (back office work) to a business coaching role (boardroom work).

23 MIN2019 FEB 26
Comments
Client Experience - the Key to Practice Distinction

Emergency Measures for Critical Small Business Issues

During this episode Joe speaks with Dawn Fotopulos, author of the award winning bookAccounting for the Numberphobic about critical issues facing small business owners and how accountants and bookkeepers can provide remedies - both short and long term.

28 MIN2019 JAN 20
Comments
Emergency Measures for Critical Small Business Issues

Conquering Task Overload

In this episode, Joe Woodard covers practical methods for living more productive and effective lives - professionally and personally. Accounting professionals lives are filled with project deadlines, unfinished tasks, to-do lists, and constant requests from clients, employees, and vendors. Joe's strategies detailed in this episode will empower you to tame task overload and turn responses to life's inputs into intentional, thoughtful, and highly effective actions in your practice and your life.

29 MIN2018 NOV 26
Comments
Conquering Task Overload

Latest Episodes

Episode 43: Practice Planning: Managing People (Part Two of a Six-Part Series)

In the second part of this six-part series (see Episode 39 for Part 1), Joe speaks with Caleb Jenkins, a practitioner, and Chris Farrell, a software developer, about managing people. During this episode, Joe, Caleb and Chris discuss three key areas of management: Hiring, Evaluation and Retention, with best practices, practical methods, andtips and tricks that they have gleaned over a combined 40 years of managing teams.

39 MIN1 w ago
Comments
Episode 43: Practice Planning: Managing People (Part Two of a Six-Part Series)

Episode 42: The Entrepreneurial Leap: A Conversation with Gino Wickman

During this episode, Joe Woodard talks with Gino Wickman - creator of the popular Entrepreneurial Operating System (EOS). During the episode, Gino discusses the key concepts in his new book called The EntrepreneurialLeap including the traits required for someone to be truly a successful entrepreneur and ways for advisors to protect the journey of their clients who are engaging in entrepreneurial initiatives.

27 MIN3 w ago
Comments
Episode 42: The Entrepreneurial Leap: A Conversation with Gino Wickman

Episode 41: The Execution Factor: A Conversation with Kim Perell

During this episode Joe Woodard talks with Kim Perell, Scaling New Heights main stage presenter and author of the bestselling book The Execution Factor: The One Skill that Drives Success. During the conversation Joe and Kim discuss the 5 traits of consistent and effective execution: Vision, Passion, Action, Resiliency, and Relationships...and how each of these traits applies to small business advisors and their clients. You can learn more about Kim Perell on her website at http://www.kimperell.com. Click here to purchase a copy of her book.

29 MINAPR 22
Comments
Episode 41: The Execution Factor: A Conversation with Kim Perell

Episode 40: Fix this Next: A Conversation with Mike Michalowicz

During this episode Joe has a conversation with Mike Michalowicz about his new book called Fix this Next. This latest book by Mike focuses on identifying the key areas of improvement within each small business and leaning into those areas with your small business clients. According to Mike, the role of the advisor is key, because small business owners lack the visibility and the objectivity to focus on what they need "fix next." Click here to learn more about Mike's new book.

23 MINAPR 14
Comments
Episode 40: Fix this Next: A Conversation with Mike Michalowicz

Accounting Practice Planning

In the first part of this six-part series, Joe speaks with Caleb Jenkins, a practitioner, and Chris Farrell, a software developer, to give an overview of practice planning. During this episode, Joe, Caleb and Chris discuss practice planning, including the benefits of defining what you are trying to accomplish, the need to apply a strategy as you develop your practice plan and how to be intentional throughout the process. Listen as Joe, Caleb and Chris provide the five key components of practice planning.

27 MINJAN 31
Comments
Accounting Practice Planning

The Age of Brilliance

During this episode Joe talks Simon T. Bailey, author of two amazing books on Brilliance in your personal and professional life: Shift Your Brilliance: Harness the Power of You, andRelease Your Brilliance: The Four Steps of Transforming Your Life and RevealingYour Genius to the World. In their conversation, Joe and Simon focus heavily on intentional living, embracing professional purpose, and accomplishing unprecedented success by leveraging purpose to overcome fear, uncertainty and doubt.

21 MIN2019 AUG 26
Comments
The Age of Brilliance

Understanding and Servicing Latino Owned Businesses

During this episode Joe talks with two leaders within the accounting profession who Latino and who are passionate about empowering Latino-owned businesses. During the episode we dispel some of the myths about Latino owned businesses, drill down on key needs and pain points experienced by Latino owned businesses and provide practical steps advisors can take to engage Latino owned businesses – even if you are not part of the Latino community.

22 MIN2019 APR 28
Comments
Understanding and Servicing Latino Owned Businesses

Client Experience - the Key to Practice Distinction

During this episode, Joe interviews Simon Bailey - author of the bookSPARK Five Platinum Service Principles for Creating Customers for Life. During the episode, Simon breaks down the acronym "SPARK" and introduces two additional terms, "VUCA," and "Duja Ve." And...Simon and Joe connect these principles to client transformation - the shift within the profession from those who solely offer compliance and bookkeeping services (back office work) to a business coaching role (boardroom work).

23 MIN2019 FEB 26
Comments
Client Experience - the Key to Practice Distinction

Emergency Measures for Critical Small Business Issues

During this episode Joe speaks with Dawn Fotopulos, author of the award winning bookAccounting for the Numberphobic about critical issues facing small business owners and how accountants and bookkeepers can provide remedies - both short and long term.

28 MIN2019 JAN 20
Comments
Emergency Measures for Critical Small Business Issues

Conquering Task Overload

In this episode, Joe Woodard covers practical methods for living more productive and effective lives - professionally and personally. Accounting professionals lives are filled with project deadlines, unfinished tasks, to-do lists, and constant requests from clients, employees, and vendors. Joe's strategies detailed in this episode will empower you to tame task overload and turn responses to life's inputs into intentional, thoughtful, and highly effective actions in your practice and your life.

29 MIN2018 NOV 26
Comments
Conquering Task Overload
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