PFP25101. Grow 4 Ways Business Workshop
The Grow 4 Ways workshop is for firm leaders and advisors who work with business owners looking for their next, best growth ideas, using a repeatable tool that will help you ideate, sort and filter your strategies for immediate implementation.
This workshop, when first created, took a company from the edge of bankruptcy to a 7-location business with a 7-figure bottom line in just 7 years and continues to help small businesses stay on track with their short and long-term growth plans and dreams.
Join Mackey McNeill, CPA/PFS and owner of two successful financial firms, MACKEY and The Prosperity People, for an engaging and hands-on workshop designed to help you and your clients avoid “Shiny Object Syndrome,” escape autopilot and bring exciting new growth ideas to any type of firm. Not only will you have a fun and engaging experience, but you'll also walk away with a hands-on growth tool that you can use year after year.
Key Deliverables:
Kick up new ideas
Identify quick wins
Generate enthusiasm and excitement in your team
Prove your goals are achievable
Convert your work easily and quickly into an action plan
Make 2025 your best year ever
Learning Objectives:
- Move from advisor/ technician to coach. As knowledge is commoditized by AI, CPAs need a new value proposition. Learning how to engage others and help them find their own answers is key.
- How to ask great questions. The results we get are from the choices we make. The choices we make are from the questions we ask. Come learn how to ask great questions. The kind that inspire others to achieve the best version of themself or their company.
- Bring fresh new growth ideas into your business. Discover the power of community to expand your thinking.
- Experience creativity in action. Consider how you might bring more creativity into your work and firm.
Date/Time
–
NASBA Field of Study
Business Management & Organization
Level
Intermediate – (3-4 years in the profession)
Advanced Preparation
none