Protea Conversations

Protea Conversations

por Zane Stevens
Negocios

Episode 26 - John Fenton - Building Resilience in Business and Sports

In this conversation, Zane Stevens interviews John Fenton, a seasoned leader in the accounting and coaching sectors. John shares his journey from a 30-year career in accounting to becoming a leadership coach, emphasizing the importance of vision, resilience, and relationship-building in both sports and business. He reflects on his experiences in Division 1 football, the lessons learned about teamwork and leadership, and how these principles apply to navigating change in the corporate world. John also discusses the significance of staying true to one's values and the necessity of developing resilience in the face of challenges. In this conversation, Zane Stevens and John Fenton explore the importance of identifying core values, the transition from a CPA firm partner to a coaching role, and the necessity of coaching in the accounting industry. They discuss coaching philosophies, the significance of gratitude in leadership, and provide advice for new leaders. John shares personal reflections on his purpose and the impact of vulnerability in leadership. Takeaways - John Fenton emphasizes the importance of having a clear vision in leadership. - Building relationships is crucial in the accounting profession. - Resilience and flexibility are essential skills in navigating change. - Lessons from sports can be applied to business leadership. - Sticking to one's values is key in decision-making. - Teamwork and trust are foundational to success in any field. - The path to leadership requires dedication and hard work. - Understanding the dynamics of emotions can impact performance. - It's important to focus on the next best action in challenging situations. - The grass is not always greener; sometimes perseverance pays off. Many people lack clarity on their core values. - Reflection is key to identifying personal values. - Aligning values with work leads to greater happiness. - Coaching is essential for growth in the accounting industry. - Building relationships is crucial for effective leadership. - Gratitude can significantly improve team dynamics. - New leaders should focus on listening and understanding their team. - Vulnerability in leadership fosters connection and growth. - Goal setting should be focused and intentional. - Continuous self-improvement is a hallmark of effective leadership. Sound Bites "You have to rely on other people." "Vision is very clear." "Focus on the next best action." "Peopling is hard." "Think differently, achieve more." "What is my purpose?" Chapters 00:00 Introduction to John Fenton and His Journey 01:40 Early Career in Accounting and Transition to Leadership 05:13 Lessons from Division One Football 11:03 The Importance of Leadership and Vision 15:21 Navigating Change and Resiliency in Business 24:26 Developing Resiliency and Staying True to Values 27:52 Identifying Core Values 34:06 Transitioning to Coaching 39:45 The Need for Coaching in Accounting 43:15 Coaching Philosophy and Style 51:36 Advice for New Leaders 54:04 Personal Reflections and Purpose Connect with John: LinkedIn personal - https://www.linkedin.com/in/johnjfentonceocoach/ Get the book, 5 Minute Mastery - https://www.amazon.com/stores/John-J.-Fenton/author/B07JF9LCS3?ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true
E26
8 ene 2025
52:47

Episode 25 - Rory Henry - Transforming Advisory Conversations for Better Outcomes

Meet Rory! Zane speaks with Rory Henry, a certified financial planner and behavioral financial advisor, about the integration of behavioral finance and holistic wealth management. Rory discusses his journey from tax professional to wealth management, emphasizing the importance of a holistic approach that considers all aspects of a client's financial life. The conversation delves into the evolution of financial advisory, the significance of understanding clients' emotional relationships with money, and the necessity of having difficult conversations to guide clients toward their ideal futures. Rory also explores the concept of money scripts and how they influence financial decisions, advocating for a values-based planning approach to create meaningful financial strategies. In this conversation they discuss the intricate relationship individuals have with money, the importance of self-assessment in financial planning, and the need for holistic approaches in wealth management. Rory shares insights from his new book aimed at accounting professionals, emphasizing the integration of behavioral finance and the necessity of engaging non-financial spouses in financial discussions. He also highlights his mission to reduce financial stress and expand financial literacy through media. Takeaways - Holistic financial planning encompasses all aspects of a client's financial life. - Behavioral finance plays a crucial role in understanding client decisions. - Asking the right questions can lead to deeper client insights. - The emotional side of finance is often overlooked but essential for effective advisory. - Engaging in future self-exercises can provide clarity on financial goals. - The accounting profession is evolving into a more holistic advisory role. - Improv can enhance personal development and public speaking skills. - Asking for help is essential for growth and learning. - The future of accounting is bright with many opportunities. Sound Bites "Return on relationship is key." "We need to ask the right questions." "We're advising clients from womb to tomb." "Don't be afraid to ask for help." Chapters 00:00 Introduction to Holistic Wealth Management 05:14 The Evolution of Financial Advisory 10:00 Understanding Holistic Financial Planning 15:10 The Role of Behavioral Finance 19:51 Navigating Difficult Conversations in Advisory 24:58 Exploring Money Scripts and Their Impact 30:01 The Future of Financial Advisory 30:01 The Importance of Self-Assessment in Financial Planning 31:00 Introducing the Book: A Guide for Accounting Professionals 34:18 The Value of Holistic Financial Planning 36:57 Engaging Non-Financial Spouses in Financial Conversations 38:49 Rory's Mission to Reduce Financial Stress 39:45 Future Goals: Expanding Financial Literacy through Media 41:18 The Role of Improv in Personal Development 46:58 Advice for New Accountants and the Future of the Profession Connect with Rory: LinkedIn personal - https://www.linkedin.com/in/roryshenry/ Get the book - https://advisror.com/
E25
18 dic 2024
50:40

Episode 24 - Vipul Sheth - The Future of Outsourcing in Accounting

Meet Vipul! Zane Stevens speaks with Vipul Seth, Managing Director of AdvancedTrack Outsourcing. They explore Vipul's journey from a family business background to becoming a transformative leader in the accounting industry. Vipul shares insights on the evolving role of accountants, the importance of technology in enhancing client relationships, and the vision behind his successful outsourcing firm. The conversation emphasizes the need for accountants to be proactive advisors and professional friends to their clients, ultimately aiming to change lives through their work. In this conversation, Vipul Sheth discusses the importance of building a culture of excellence in accounting, embracing technology for future growth, and the significance of collaboration and mentorship in the industry. He shares valuable lessons from his early career, emphasizes the need for patience in business, and highlights the role of sports in developing teamwork skills. Vipul also reflects on his leadership values, advocating for authenticity and open communication within teams. Takeaways - Accountants can change lives, but not by producing a set of accounts. - The journey into accounting often starts with unexpected influences. - Building relationships is key to successful accounting practices. - Technology allows accountants to be more proactive in their advisory roles. - Creating a business that operates independently is a crucial goal. - Mistakes in business are valuable learning experiences. - Accountants should strive to be professional friends to their clients. - Challenging oneself leads to continuous improvement in business. - Outsourcing can free up time for more client-facing activities. - The success of a business is tied to the success of its clients. Building a culture of excellence is essential for success. - Embracing technology is crucial for staying relevant. - Continuous learning and collaboration with peers are key. - Patience is vital for long-term business growth. - Authenticity in leadership fosters trust and openness. - Team sports can enhance teamwork and communication skills. - Testing new technologies with clients can lead to innovation. - A no-blame culture encourages honesty and accountability. - Mentorship plays a significant role in professional development. - Adaptability is necessary in a rapidly changing business environment. Sound Bites "Accountants make a difference. We absolutely do." "I wanted a business that could operate without me." "Building a culture of excellence is key." "Keep reading, talk to your peers." "Authenticity is key in leadership." "Collaboration leads to better results." "Patience is essential in business." "Be ready for a rough ride in business." "Honesty is the number one quality in a friend." Chapters 00:00 Introduction to ProteaConversations 01:42 Meet Vipul Seth: A Transformative Leader 04:32 The Journey into Accounting 10:01 The Role of Accountants in Changing Lives 16:28 Transitioning from Audit to Business Ownership 21:11 Starting AdvancedTrack: The Vision Behind the Business 25:43 The Unique Approach of AdvancedTrack 31:03 Creating Value Through Technology and Outsourcing 32:38 Building a Culture of Excellence 35:30 Embracing Technology for Future Growth 38:44 Staying Ahead in Technology 45:09 Lessons from Early Career Experiences 48:04 Leadership Values and Authenticity 53:59 Advice for New Business Owners 54:55 Personal Insights and the Role of Sports
E24
4 dic 2024
55:36

Episode 23 - Caleb Jenkins - The Power of Vision in Career Success

Introducing Caleb Jenkins, the 2024 Insightful Accountants Pro Advisor of the Year. We Caleb's journey in accounting, his early influences, and the importance of community service. Caleb shares insights on wealth management, values-based investing, and the significance of having a vision and direction in one's career. The conversation highlights the impact of family support, personal growth, and the drive to make a difference in the community. In this conversation, Caleb Jenkins discusses the importance of trust in community programs, the complexities of different types of poverty, and how these insights have revolutionized his approach to business. He emphasizes the shift from compliance to advisory work in accounting, the significance of community engagement, and the balance between leadership and following. Caleb also shares practical advice for aspiring accountants and personal insights into his life and values. Takeaways - Caleb Jenkins emphasizes the importance of community service and giving back. - He started his accounting journey at a young age, influenced by his father's firm. - Caleb's passion for accounting was nurtured through hands-on experiences. - He believes in the power of leadership over following. - Education and self-directed learning played a crucial role in his career. - Caleb chose to pursue an Enrolled Agent designation instead of a CPA. - He is passionate about values-based investing and wealth management. - Caleb's outreach work in Haiti has significantly impacted his perspective. - He encourages others to take accountability for their career paths. - Caleb's success is attributed to hard work, determination, and a clear vision. Trust is essential for community programs to succeed. - Understanding the difference between crisis and chronic poverty is crucial. - Chronic poverty requires a deeper analysis of root causes. - Business practices should focus on solving underlying issues, not just surface symptoms. - Advisory work in accounting is about addressing root problems. - Daily routines can impact work-life balance and productivity. - Community engagement provides inspiration and growth opportunities. - Effective leadership involves having a clear vision and inspiring others. - Aspiring accountants should seek certification and community involvement. - Personal experiences shape our professional journeys and values. Sound Bites "I loved the eight hours of shredding." "I started tracking my own books on QuickBooks." "The aspect of being a leader rather than a follower." "Advisory work is about solving root problems." "Community inspires me and seeing others grow." "Vision is the intersection of your higher principle." "Get certified as a QuickBooks Pro Advisor." Chapters 00:00 Introduction to Protea Conversations 01:18 Caleb Jenkins: A Journey in Accounting 03:50 Early Influences and Family Background 10:03 The Path to Accounting: Passion and Opportunity 22:40 The Importance of Vision and Direction 27:48 Outreach Work and Community Impact 28:51 The Importance of Trust in Community Programs 30:09 Understanding Different Types of Poverty 35:41 Revolutionizing Business Practices 37:40 The Shift from Compliance to Advisory 42:31 The Value of Community Engagement 46:16 Leadership: Balancing Vision and Following 49:20 Advice for Aspiring Accountants 51:50 Personal Insights and Fun Facts Connect with Caleb: LinkedIn personal - https://www.linkedin.com/in/calebjenkins1994/
E23
20 nov 2024
55:24

Episode 22 - Eugene Dilan - The Power of Inclusion in Leadership

In this episode of Protea Conversations, host Zane Stevens engages with Dr. Eugene Dilán, a clinical psychologist and leadership expert. They explore Eugene's journey from a challenging upbringing in Brooklyn to becoming a successful consultant. The conversation delves into the importance of human connection in business, the transformative power of leadership, and the mission behind Dilan Consulting Group. Eugene shares insights on overcoming personal doubt, the significance of inclusion in leadership, and his aspirations for the future, including a new nonprofit initiative aimed at fostering community dialogue. Takeaways - Leadership is about understanding and connecting with people. - Personal experiences shape our professional paths. - Inclusion in decision-making fosters ownership and commitment. - Transformative leadership requires empathy and understanding. - Business should prioritize stakeholders over shareholders. - Perseverance is key to overcoming challenges in entrepreneurship. - Creating a safe space for dialogue is essential for growth. - Self-awareness is crucial for effective leadership. - Community engagement enhances personal and professional fulfillment. - Every moment is an opportunity for co-creation. Sound Bites "Business is Human." "You always have a choice." "The difference between successful entrepreneurs is perseverance." Chapters 00:00 Introduction to Leadership and Psychology 02:42 Eugene's Journey to Psychology 10:21 Growing Up in Brooklyn: A Personal Narrative 19:41 Career Path: From Nonprofits to Consulting 27:32 Transformative Leadership: The Importance of Inclusion 30:56 Founding Delon Consulting Group 38:55 The Mission of Delon Consulting 42:18 Daily Operations and Community Engagement 47:42 Short-Term Goals and Future Aspirations 51:25 Overcoming Personal Doubt 53:25 Advice for Aspiring Leaders 56:30 Personal Insights and Rapid Fire Questions Connect with Eugene: LinkedIn personal - https://www.linkedin.com/in/eugenedilan/
E22
6 nov 2024
54:22

Episode 21 - Jamie Skinner - The Art of Process Improvement in Accounting

In this episode of Protea Conversations, Zane speaks with Jamie Skinner, a fractional controller and CFO, about her journey into accounting, the challenges of entrepreneurship, and the importance of process improvement in financial operations. Jamie shares her experiences transitioning from a corporate role to consulting, her passion for helping small businesses, and her insights on work-life balance as a solopreneur. The conversation also touches on the significance of networking, learning from mistakes, and the personal joys of life outside of work. Takeaways - Jamie Skinner emphasizes the importance of following your passion in your career. - The transition from a corporate job to consulting can be challenging but rewarding. - Process improvement is a key focus for Jamie in her consulting work. - Networking is crucial for success in entrepreneurship. - Mistakes are a part of the journey; learning from them is essential. - Being transparent with clients about mistakes fosters trust. - Work-life balance is achievable with the right strategies. - Small business owners often need guidance in financial management. - Utilizing technology can enhance efficiency in business operations. - Having a supportive partner can help manage family and work responsibilities. Sound Bites "This is what I want to do." "I love being in the mountains." "If you don't ask, the answer is always no." Chapters 00:00 Introduction to Prodig Conversations 01:18 Journey into Accounting: Jamie Skinner's Story 06:36 Career Decisions: From Teaching to Accounting 12:28 Transforming Financial Processes in Healthcare 18:55 The Leap to Consulting: Challenges and Opportunities 26:27 The Role of a Consultant: More Than Just Numbers 30:41 Process Improvement: A Consultant's Passion 35:07 Balancing Work and Family Life 43:24 Future Goals: The Fiscal Guardian Club 48:42 Advice for Aspiring Entrepreneurs 56:55 Personal Insights: Beyond the Professional 01:02:11 Rapid Fire Questions: Fun Facts About Jamie Connect with Jamie: LinkedIn personal - https://www.linkedin.com/in/jamieskinnerreno/
E21
30 oct 2024
57:15

Episode 20 - Terrell Turner - The Golden Age of Leadership

Terrell Turner, founder of TL Turner Group, shares his journey in the accounting industry and the importance of curiosity and gaining diverse experiences. He emphasizes the value of focusing on experiences rather than chasing titles or money. He also discusses the significance of understanding the human nature element in accounting and finance and how it can make you a valuable business partner. He shares his decision to start his own practice and the high-risk nature of entrepreneurship. Terrell Turner, CPA shares his journey of starting his own accounting firm and the challenges he faced along the way. He discusses the importance of taking risks and having confidence in your skills. He also talks about the process of niching down and focusing on serving law firms, which led to the development of the Golden Age of Business framework. This framework helps set clear goals and expectations for team members and improves overall performance. Terrell emphasizes the importance of having hard conversations and making tough decisions as a leader. He also shares a personal insight into his life and the lessons he learned from overcoming challenges. takeaways Focus on gaining diverse experiences rather than chasing titles or money. Understand the human nature element in accounting and finance to become a valuable business partner. Stay curious and ask questions to continuously learn and understand different perspectives. Be prepared for high-pressure situations by gaining experience and practicing in low-risk environments. Entrepreneurship involves taking risks and being strategic in building a successful practice. Taking risks and having confidence in your skills can lead to success in starting your own business. Niching down and focusing on serving a specific industry can improve efficiency and performance. The Golden Age of Business framework helps set clear goals and expectations for team members. Leaders should not shy away from hard conversations and tough decisions. Personal challenges can shape your perspective and teach you compassion for others. Sound Bites "Don't chase the title, don't chase the money, chase the experiences." "I can operate in this high risk environment." "I ended up starting my firm on April 1st of 2020 when everything was shutting down for the pandemic." "You truly are there to help them in what is one of the toughest times they will probably ever experience." Chapters 03:44Terrell's Journey in the Accounting Industry 10:55The Value of Curiosity and Diverse Experiences 17:32Understanding the Human Nature Element in Accounting and Finance 20:19The Importance of Asking Questions and Continuous Learning 23:40Preparing for High-Pressure Situations through Low-Risk Experience 32:36Taking the Leap: Starting Your Own Accounting Practice 34:53Taking Risks and Building Confidence 37:33Starting a Business During the Pandemic 39:10Helping Clients in Tough Times 41:02The Golden Age of Business Framework 48:42Setting Clear Goals and Expectations 59:45Leadership: Having Hard Conversations 01:02:07Personal Insights: Overcoming Challenges
E20
16 oct 2024
1:05:02

Episode 19 - Bryan Coryell - The Intersection of Law and Music

Meet Bryan! Bryan Coryell, an accomplished attorney and pianist, shares his journey through law and music, insights into legal compliance, and the evolving landscape of trust and estate law. He discusses the balance between his legal career and artistic pursuits, highlighting the parallels between studying music and practicing law. His focus on trust and estate law involves a personal and practical approach to resolving disputes and providing legal advice to clients. The conversation delves into the complexities of legal disputes, decision-making, and conflict resolution, emphasizing the importance of understanding the gray areas and the human element in law. Bryan Coryell shares insights on managing people, navigating the legal system, and developing people skills in the legal profession. He also discusses personal interests in cooking, the outdoors, and music. Takeaways - His journey from music to law reflects the intersection of creativity and analytical thinking in both fields. - The personal and practical approach to trust and estate law involves resolving disputes and providing legal advice to clients in a family context. - The parallels between studying music and practicing law highlight the blend of creativity and logical analysis in both disciplines. Understanding the gray areas and human element is crucial in legal disputes. - Developing people skills is essential for success in the legal profession. - Personal interests and hobbies are significant in maintaining work-life balance and personal growth. Sound Bites "Bryan's journey from music to law reflects the intersection of creativity and analytical thinking in both fields." "The personal and practical approach to trust and estate law involves resolving disputes and providing legal advice to clients in a family context." "The parallels between studying music and practicing law highlight the blend of creativity and logical analysis in both disciplines." "Finding common ground is fundamental in conflict resolution." Chapters 00:00 Exploring Bryan's Journey Through Law and Music 07:57 Transition to the World of Law and Legal Career Path 33:20 Navigating the Gray Areas of Legal Disputes 40:29 Developing People Skills in the Legal Profession 57:22 Balancing Work and Personal Interests LinkedIn personal - https://www.linkedin.com/in/bryan-coryell-369203a/
E19
9 oct 2024
59:27

Episode 18 - Adam Lean - Sales expert teaching accountants how to value themselves

Meet Adam! Adam Lean, founder of the CFO Project, shares his journey from being an accountant to starting his own e-commerce business and eventually offering CFO advisory services. He emphasizes the importance of focusing on the future and helping business owners improve their cash flow. Adam believes that accountants should shift their focus from compliance work to providing valuable advisory services that help businesses grow. He created the CFO Project to teach accountants how to attract clients, sell high-ticket CFO services, and deliver results. Adam Lean shares his journey from architecture to accounting and entrepreneurship. He discusses the importance of gaining practical experience and the power of peer groups in achieving success. He emphasizes the need for hard work, the ability to identify problems, and the importance of protecting and leveraging influence as a leader. Takeaways - Accountants should shift their focus from compliance work to providing valuable advisory services that help businesses grow. - Business owners care more about the future and improving their cash flow than the historical records. - The CFO Project teaches accountants how to attract clients, sell high-ticket CFO services, and deliver results through a mentorship program. - Joining peer groups and engaging with others who are going through similar experiences can provide valuable support and insights. - Challenges are inevitable in business, and it's important to persevere and learn from them. - Identifying problems and finding solutions is essential for success as an accountant and entrepreneur. - Leadership is about having influence and responsibly protecting and supporting others. - Being an introvert doesn't hinder success in sales; caring for others and making them feel valued is key. - Hard work, problem-solving, and protecting influence are essential for achieving success in business and leadership. - Personal insights include being an introvert and the value of caring for others in sales. Sound Bites "Business owners care way more about having a better future than they do about ensuring that the past is recorded correctly." "Everything that you do in business impacts cash flow. Cash flow is the only thing required to stay in business and to have a better business." "Having those people that are living the same experiences as you right now is such a powerful tool towards your own success." Chapters 00:00 Introduction to Adam Lean and the CFO Project 02:43 Adam's Journey from Accountant to Entrepreneur 07:15 The Importance of Understanding Numbers in Business 10:46 The Shift from Historical to Future-Focused Accounting 20:08 The Birth of the CFO Project and the Mentorship Program 27:30 The Value of Practical Mentorship in Accounting 38:35 The Power of Peer Groups in Achieving Success 43:17 Lessons Learned from Business Challenges 51:36 Protecting and Leveraging Influence as a Leader 56:23 Success in Sales as an Introvert 59:48 The Value of Hard Work and Problem-Solving LinkedIn personal - https://www.linkedin.com/in/adamlean/ LinkedIn business - https://www.linkedin.com/company/thecfoproject/ The CFO Project - https://thecfoproject.com/start-a-cfo-service?utm_campaign=3NF57QJ&utm_source=Protea-Financial&utm_medium=partners
E18
2 oct 2024
57:56

Episode 17 - Stacey Feldman - Conversation with a start-up veteran

Stacey Feldman, partner COO at FullSend Finance, shares her journey in the accounting world and the lessons she learned along the way. From majoring in accounting to working at startups like PopSockets, Stacey's career has been defined by her adventurous and ambitious spirit. She emphasizes the importance of being open to opportunities, taking initiative, and being comfortable asking questions. Stacey also discusses the challenges and rewards of working in the startup environment, building a strong company culture, and balancing work and personal life. Stacey and Zane discuss the importance of work-life balance and how to prioritize different areas of life based on their needs. They also talk about the significance of leading by example as a leader or entrepreneur and how it contributes to building a strong culture. Stacey shares her personal challenges and how she overcame self-doubt. They emphasize the power of community and the importance of leveraging support networks. Takeaways - Be open to opportunities and take initiative to pursue them - Don't be afraid to ask questions and seek guidance - Working in a startup environment requires adaptability and a willingness to take on various roles - Building a strong company culture is essential for success - Finding a balance between work and personal life is crucial for long-term happiness and productivity - Leading by example as a leader or entrepreneur is crucial in building a strong culture and showing your team that it's okay to prioritize other aspects of life. - Challenges and self-doubt are common in entrepreneurship, and it's important to leverage your network and seek support to overcome them. - Being part of a supportive community and leveraging the knowledge and experiences of others is essential for personal and professional growth. Sound Bites "We recognize that everyone is human and we have the power now in our positions to bring that humanness into business." "I wanted to be an entrepreneur. I wanted to build something and I want to own it and kind of grow with it." "I've never really been much intimidated by certain people of different stature or different roles. We all are people and there's always a way to connect." "Different parts of your life are going to need different amounts of your time at different periods in time." "As long as you keep focused on all those things that are important for you, you will feel satisfied." "The optics of being a leader or being an entrepreneur is sometimes understated in certain cultures of how important it is to lead by example." Chapters 00:00 Introduction and Background 03:15 Recognizing the Importance of Humanness in Business 08:13 Transitioning from Employee to Entrepreneur 19:12 Embracing Opportunities and Building Connections 24:12 Building a Strong Company Culture 35:30 Finding Work-Life Balance and Productivity 38:21 Leading by Example 41:48 Data Intelligence for Small Businesses 46:04 Overcoming Challenges and Self-Doubt 49:07 The Power of Community LinkedIn personal - https://www.linkedin.com/in/staceyfeldmancpa/ LinkedIn business - https://www.linkedin.com/company/gofullsend/
E17
25 sept 2024
1:00:26
5 de 7