• Triple Play: How to Get the Bigger Picture & Transform Your Business
    2024/12/26
    Join Tom Wheelwright as he discovers how you can transform your business by using the "Triple Play" with author and business coach, Dan Sullivan.

    Dan Sullivan is founder and president of The Strategic Coach Inc. A visionary, an innovator, and a gifted conceptual thinker, Dan has over 35 years’ experience as a highly regarded speaker, consultant, strategic planner, and coach to entrepreneurial individuals and groups. Dan’s strong belief in and commitment to the power of the entrepreneur is evident in all areas of Strategic Coach® and its successful coaching program, which works to help entrepreneurs reach their full potential in both their business and personal lives.

    He is author of over 40 publications, including The Wall Street Journal Bestseller: Who Not How, The Great Crossover, The 21st Century Agent, Creative Destruction, and How The Best Get Better®. He is co-author of The Laws of Lifetime Growth and The Advisor Century.

    In this episode, learn how to apply the "Triple Play" to your business, become aware of the unseen components you need to pay attention to, and gain clarity by acquiring the big picture.

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


    SHOW NOTES:

    00:00 - Intro.
    06:18 - 3x3 Triple Play: Your "Future" is Being a Better Guesser and Bettor.
    19:28 - Create Integrated Unity
    20:59 - What are your connectors? Can you create community?
    27:17 - Capture the Big Picture
    30:29 - How else to utilize 3x3 in business.
    33:05 - Everything Created Backwards




    Youtube Description End:


    Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/


    **********************************
    PODCAST: WealthAbility®
    **********************************
    Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show
    YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f


    **********************************
    Resources
    **********************************
    Tom’s Book: Tax-Free Wealth https://taxfreewealthbook.com
    Visit WealthAbility® https://wealthability.com/
    Sign up for Tom’s Free Weekly Report https://wealthability.com/getreport/
    Schedule A Call With My Team https://wealthability.com/schedulecall/


    ***********************************
    Social Media
    ***********************************
    Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/
    Facebook (WealthAbility®) https://www.facebook.com/4wealthability/
    Twitter (WealthAbility®) https://twitter.com/WealthAbility
    Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/
    Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA


    Looking for more on Dan Sullivan?

    Website: strategiccoach.com
    Books: "Everything Created Backwards" "Who Not How" "The Gap and the Gain" "The Self-Managing Company"
    Facebook: facebook.com/DanSullivanSC/
    X / Twitter: twitter.com/DanSullivanSC?lang=en
    LinkedIn: https://www.linkedin.com/in/dansullivansc/



    DISCLAIMER: WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.
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    41 分
  • Get Paid What You Deserve: Fearlessly Pricing for Your Expertise
    2024/12/12
    Join Tom Wheelwright as he discovers how entrepreneurs can price their products and services exactly what they deserve and "boost" their profits with author and keynote speaker, Casey Brown.

    Casey helps organizations be paid well for their excellence. She leads a team of experts who help organizations discover their true pricing power—and watch their profits rise as a result. With degrees in Chemical Engineering, Spanish and Business and career experience in engineering, Six Sigma and pricing strategy for multiple Fortune 500 companies, Casey brings unmatched expertise to help clients.

    Casey’s decades-long reputation as a pricing expert arose from pioneering innovative pricing content, formulating and executing pricing strategies, and coaching and training teams to drive culture change and dramatic, sustainable results. Now she leads the team at Boost to help organizations price from confidence, negotiate with courage, and make better pricing decisions.

    In this episode, learn how to make your value clear to your consumers, how to build trust with potential prospects, and how to price with confidence - not fear.

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



    00:00 - Intro.
    06:18 - How entrepreneurs can communicate their value.
    10:03 - STOP letting fear drive how much money you earn.
    11:32 - STOP taking your brilliance & expertise for granted.
    15:32 - Pricing for billable hours.
    17:18 - Steps to build trust with potential prospects.
    21:53 - Monthly fee vs. Hourly fee?
    24:35 - Pricing Power: Am I underpriced or overpriced? The answer is in the market.
    30:00 - Steps for price increases with existing customers.
    33:22 - What if I sell products? Does this all apply to me? Where does it differ?




    Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/


    **********************************
    PODCAST: WealthAbility®
    **********************************
    Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show
    YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f


    **********************************
    Resources
    **********************************
    Tom’s Book: Tax-Free Wealth https://taxfreewealthbook.com
    Visit WealthAbility® https://wealthability.com/
    Sign up for Tom’s Free Weekly Report https://wealthability.com/getreport/
    Schedule A Call With My Team https://wealthability.com/schedulecall/


    ***********************************
    Social Media
    ***********************************
    Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/
    Facebook (WealthAbility®) https://www.facebook.com/4wealthability/
    Twitter (WealthAbility®) https://twitter.com/WealthAbility
    Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/
    Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA


    Looking for more on Casey Brown?

    Website: boostpricing.com, caseybrown.com
    Books: "Fearless Pricing"
    LinkedIn: https://www.linkedin.com/in/caseybrownboost



    DISCLAIMER: WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.
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    37 分
  • Wealth Transfer & Capitalism Post Election
    2024/12/05
    Join Tom Wheelwright as he discovers how the next presidency may impact our country's wealth transfer and how capitalism may be revolutionized with his guest and author, Ken Costa.

    Ken Costa has been a leading investment banker, author and philanthropist for the last 40 years. Born in South Africa, he was active in the anti-apartheid movement as a student leader in Johannesburg and went on to study law at Queens College, Cambridge, subsequently becoming Chair of UBS Investment Bank (EMEA) and Lazard International. He is currently chairman of Helios Fairfax, the largest private equity group in Africa. As a supporter of investment in the next generation he chairs Glorify, a meditation app. He is Emeritus Professor of Commerce at Gresham College and was coordinator of the City's response to the Make Poverty History Campaign. He has been a contributor to the Financial Times, the Wall Street Journal, The Times and the Daily Telegraph.

    In this episode, learn why it is so critical for entrepreneurs to collaborate with other generations amidst this revolution in capitalism, the importance that "Co-Destiny" plays in all of our futures, and what steps to take as we watch the greatest wealth transfer unfold.

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



    00:00 - Intro.
    03:58 - The swing back to capitalism.
    08:10 - Rejecting vs. Changing Capitalism
    10:45 - Elon Musk: A Refreshing Shift in Efficiency & Technology
    15:28 - Zillennials revolutionize capitalism toward purpose and away from "game"-ification.
    20:15 - The Future of Decentralization
    23:21 - Co-Destiny and how we bridge the gap.
    27:40 - Steps to take toward collaboration.





    Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/


    **********************************
    PODCAST: WealthAbility®
    **********************************
    Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show
    YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f


    **********************************
    Resources
    **********************************
    Tom’s Book: Tax-Free Wealth https://taxfreewealthbook.com
    Visit WealthAbility® https://wealthability.com/
    Sign up for Tom’s Free Weekly Report https://wealthability.com/getreport/
    Schedule A Call With My Team https://wealthability.com/schedulecall/


    ***********************************
    Social Media
    ***********************************
    Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/
    Facebook (WealthAbility®) https://www.facebook.com/4wealthability/
    Twitter (WealthAbility®) https://twitter.com/WealthAbility
    Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/
    Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA


    Looking for more on Ken Costa?

    Website: https://kencosta.com/
    Books: “The 100 Trillion Dollar Wealth Transfer: How the Handover from Boomers to Gen Z Will Revolutionize Capitalism”



    DISCLAIMER: WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.
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    33 分
  • Superpower Up: Finding a Stellar Assistant
    2024/11/28
    Join Tom Wheelwright as he discovers how you can have more time, make more money, and have more fun doing it with his guests co-founders and partners of Superpowers, Ryan Cassin and Steven Neuner.

    Superpowers helps entrepreneurs achieve new levels and freedom and growth through their unique process, which provides Executive Assistants the three key components of an effective relationship: curriculum, coaching, and community. Ryan Cassin and Steven Neuner co-authored Superpowered with Shannon Waller, which uncovers the secrets of what makes our favorite entrepreneurs as stellar and impactful as they are: through finding the right assistant.

    In this episode, learn how to control your time as an entrepreneur with the superpowers of the right assistant so you can spend your day on the critical issues and doing exactly what you want in your business and personal life.

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

    SHOW NOTES:
    00:00 - Intro.
    04:33 - Personal Assistant vs. Executive Assistant
    08:29 - Do I need an assistant?
    10:14 - Superpowers of a personal assistant
    17:24 - Transformational impact of expanding a relationship.
    22:35 - Establish boundaries and structure early.
    26:23 - Most Impactful things an assistant can do.
    33:17 - Using an executive assistant for time management.
    37:55 - What makes an Entrepreneurial Executive Assistant?
    41:21 - How can I find an Entrepreneurial Executive Assistant?
    45:41 - Don't settle for anything other than the real deal.

    Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/

    ********************************** PODCAST: WealthAbility® **********************************
    Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show
    YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f

    ********************************** Resources **********************************
    Tom’s Book: Tax-Free Wealth https://taxfreewealthbook.com
    Visit WealthAbility® https://wealthability.com/
    Sign up for Tom’s Free Weekly Report https://wealthability.com/getreport/
    Schedule A Call With My Team https://wealthability.com/schedulecall/

    *********************************** Social Media ***********************************
    Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/
    Facebook (WealthAbility®) https://www.facebook.com/4wealthability/
    Twitter (WealthAbility®) https://twitter.com/WealthAbility
    Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/
    Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA

    Looking for more on Ryan Cassin and Steven Neuner?
    Website: Superpowershq.com Books: https://superpoweredbook.com/


    DISCLAIMER: WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.
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    48 分
  • Are You Ready for Trump's Tax Plan?
    2024/11/14
    Join Tom Wheelwright as he discusses how Trump’s tax plan will impact you and your small business with his guest and author of Taxocracy, Scott Hodge.

    Scott is President Emeritus & Senior Policy Advisor at the Tax Foundation, which he led as President for over two decades between 2000 and 2022. He is recognized as one of Washington’s leading experts on tax policy, the federal budget, and government spending.

    In this episode, discover how you and your tax professional can plan for and benefit from the upcoming Trump tax policies, which areas your small business may be vulnerable, and gain insight into what steps you can take in the next year.

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

    00:00 - Intro.
    05:00 - Trump's Promises: Which will be kept?
    10:00 - Economic Growth Analysis: How Do We Move Forward?
    16:14 - The Deficit: What or who will pay for tax reduction?
    23:03 - Big Business vs. Small Business: Is the 20% deduction vulnerable?
    26:21 - Addressing the spending side of the budget.
    32:00 - Changes in the IRS Budget.
    37:44 - What to do in the next year.

    Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/

    ********************************** PODCAST: WealthAbility® **********************************
    Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show
    YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f

    ********************************** Resources **********************************
    Tom’s Book: Tax-Free Wealth https://taxfreewealthbook.com
    Visit WealthAbility® https://wealthability.com/
    Sign up for Tom’s Free Weekly Report https://wealthability.com/getreport/
    Schedule A Call With My Team https://wealthability.com/schedulecall/

    *********************************** Social Media ***********************************
    Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/
    Facebook (WealthAbility®) https://www.facebook.com/4wealthability/
    Twitter (WealthAbility®) https://twitter.com/WealthAbility
    Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/
    Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA

    Looking for more on Scott Hodge?
    Website: https://taxfoundation.org/about-us/staff/scott-hodge/
    Books: “Taxocracy: What You Don’t Know About Taxes and How They Rule Your Daily Life”


    DISCLAIMER: WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.
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    46 分
  • What's Next: Our Clients Are Our Co-Creators
    2024/11/08
    Join Tom Wheelwright as he discusses how business owners can survive the rapid changes in technology by creating powerful branding that will perpetually evolve with, empower, and serve Generation AI with author, strategy accelorator, and consultant - Lior Arussy.

    Lior is a seven-time author and one of the world’s leading authorities on customer experience, transformation, and change, and the founder of the transformation firm Strativity Group. He is an investor, strategy accelerator, speaker, and award-winning consultant. He has helped some of the world’s leading brands such as Mercedes Benz, Delta Airlines, Walmart, FedEx, Johnson & Johnsons, and MasterCard to author the next chapter in their success. His seven previous books include Next is Now, Excellence Every Day, Innovating IT, Customer Experience Strategy, Exceptionalize It, and Passionate and Profitable.

    In this episode, discover the tools you need to thrive amidst change, and how to adapt your business from being a destination to becoming a co-creator with your clients and make their dreams happen.

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

    00:00 - Intro. 03:55 - Change is the new normal.
    08:03 - Conversion: Old Experiences to New Resilience
    13:13 - Focus on what matters to the client.
    15:47 - Look at the threat, emotional state, value & convictions, risk.
    17:00 - Where is the new value for the client in an AI world?
    23:00 - The Authority Collapse & Empowerment Breakdown: Knowledge, Service, Collaboration, Entrepreneur, Communication, and Creative Empowerment.
    28:00 - Treat clients as co-creators. Not as customers.
    33:55 - The Real Truth: Connect with humanity.
    38:40 - Advice #1: Stop ignoring gratitude of your superpower.
    40:28 - Advice #2: Stop trying to fix the past, start finding the opportunity.

    Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/

    ********************************** PODCAST: WealthAbility® **********************************
    Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show
    YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f

    ********************************** Resources **********************************
    Tom’s Book: Tax-Free Wealth https://taxfreewealthbook.com
    Visit WealthAbility® https://wealthability.com/
    Sign up for Tom’s Free Weekly Report https://wealthability.com/getreport/
    Schedule A Call With My Team https://wealthability.com/schedulecall/

    *********************************** Social Media ***********************************
    Facebook (Tom Wheelwright) https://www.facebook.com/
    Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/
    Twitter (WealthAbility®) https://twitter.com/WealthAbility
    Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/
    Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA

    Looking for more on Lior Arussy?
    Website: liorarussy.com
    Books: Dare to Author!, Next is Now, Excellence Every Day, Innovating IT, Customer Experience Strategy, Exceptionalize It, and Passionate and Profitable.


    DISCLAIMER: WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.
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    44 分
  • Your Brain, Technology, and Productivity
    2024/11/01
    Join Tom Wheelwright as he discusses how our brains are mismatched with technology, and how we can improve our higher brain function amidst digital distractions and sensory overload with his guest, neurologist and neuropsycholigist - Dr. Richard Cytowic.

    Richard E. Cytowic is an award-winning neurologist, Professor of Neurology at George Washington University of Medicine, and author of Your Stone Age Brain in the Screen Age. In his new book, he traces the roots of our screen addictions, explains why we’re so susceptible to digital devices; how Big Tech takes advantage of our Stone Age brains to hook us on these devices and whatever products they are pushing, and discusses how we can possibly break their spell.

    In this episode, discover how the overstimulated brain impacts productivity, business relationships, and overall energy, and how you can successfuly use technology, resist its addictive power, and take back the control we have lost.

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

    SHOW NOTES:
    00:00 – Intro.
    03:39 - Power of Writing vs. Typing
    07:20 - Brain has a fixed limit of energy available to it.
    11:11 - Zoom Fatigue: Reduce Visual Clutter.
    13:10 - Restore in Nature.
    15:36 - Comparison: Take inventory of what's going right.
    19:55 - Channel of Imagination: Why phone calls beat zoom.
    24:25 - AI is an exceptional tool.
    29:30 - How do we manage our energy?
    33:45 - "I am most productive when I am____."
    39:35 - Tips for avoiding digital distractions and sensory overload.

    Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/

    ******************************* PODCAST: WealthAbility® *****************
    Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show
    YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f

    ********************************** Resources **********************************
    Tom’s Book: Tax-Free Wealth https://taxfreewealthbook.com Visit WealthAbility® https://wealthability.com/ Sign up for Tom’s Free Weekly Report https://wealthability.com/getreport/ Schedule A Call With My Team https://wealthability.com/schedulecall/
    ******************************** Social Media ****************************
    Facebook (Tom Wheelwright) https://www.facebook.com/Tom.Wheelwright.CPA/
    Facebook (WealthAbility®) https://www.facebook.com/4wealthability/
    Twitter (WealthAbility®) https://twitter.com/WealthAbility
    Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/
    Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA

    Looking for more on Dr. Richard Cytowic?
    Website: https://cytowic.net/
    Books: “YOUR STONE AGE BRAIN IN THE SCREEN AGE: Coping with Digital Distraction and Sensory Overload”


    DISCLAIMER: WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.
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    43 分
  • OKRs & Peak Productivity Tips
    2024/10/24
    Join Tom Wheelwright as he discusses how to ensure your business is always performing at its peak with his guest, writer, and co-author of “Who Does What by How Much?” - Josh Seiden.

    Josh has worked with hundreds of organizations as an individual contributor, leader, founder, and consultant. As a software designer–turned–coach, consultant, and speaker, he has helped organizations fuse strategy, become customer-centric, and utilize evidence-based decision-making to become more agile, make better products, and achieve greater success.

    In this episode, discover OKRs (Objectives and Key Results) critical value to your business, how to recognize if and when you’re working on the wrong things for your business, and how to build an optimal system that promotes peak performance and productivity.

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

    00:00 – Intro.
    02:36 - What are OKRs (Objectives and Key Results)?
    06:15 - Set OKRs at Every Level 10:06 - Goal Setting: Who Does What By How Much?
    14:49 - Create Your OKR System
    17:33 - Prioritize Your Client’s Needs
    22:10 - Determine the Right Work 27:30 - Balancing Problems & Methods.
    30:55 - Steps to Building Your OKR System
    35:18 - Why Customer Centricity: Finding Your Intersection

    Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/

    ********************************** PODCAST: WealthAbility® **********************************
    Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show
    YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f

    ********************************** Resources **********************************
    Tom’s Book: Tax-Free Wealth https://taxfreewealthbook.com
    Visit WealthAbility® https://wealthability.com/
    Sign up for Tom’s Free Weekly Report https://wealthability.com/getreport/
    Schedule A Call With My Team https://wealthability.com/schedulecall/

    *********************************** Social Media ***********************************
    Facebook (Tom Wheelwright) https://www.facebook.com/
    Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/
    Twitter (WealthAbility®) https://twitter.com/WealthAbility
    Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/
    Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA

    Looking for more on Josh Seiden?
    Books: “Who Does What by How Much? A Practical Guide to Customer-Centric OKRs”
    Website: okr-book.com, https://www.joshuaseiden.com/, https://www.senseandrespond.co/


    DISCLAIMER: WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.
    続きを読む 一部表示
    38 分