High-yield and low-maintenance: This is your ultimate goal as an accounting firm member, regardless of where you are in your career journey. Brought to you by Upstream Academy, The Upstream Leader Podcast is your source for insights and education on becoming a high performing firm leader. Join hosts Jeremy Clopton and Heath Alloway for interviews with insightful, engaging and entertaining experts, who share knowledge and expertise on firm best practices, processes, technology and more! With ...
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A show dedicated to helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Each episode is conversational with tips and tricks to help you apply the principles of M.A.P. as they relate to starting and building a successful accounting business. Topics include Marketing, Lead Generation, Ideal Clients, Pricing, Price Strategies, Accounting Services, Value Added Services, Workflow, Practice Management, Staff Training, Clie ...
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From Billable Hours to Client Empowerment: Jeremy Clopton’s Vision for Accountrepreneurship
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In this insightful episode of Building the Premier Accounting Firm, leadership development expert Jeremy Clopton of the Emerging Leaders Academy, sits down with host Roger Knecht to recount his transformative journey within the accounting profession, emphasizing the need for a paradigm shift towards entrepreneurship, innovation, and client-centric …
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Rewind : From Accounting Professional to Business Coach & Advisor with John Warrillow
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Join us as we revisit this conversation from 2020! Perhaps you’ve done the accounting for years and see areas within the business that the client could improve but don’t know how to properly advise them. Maybe you’ve heard you need to offer more value-added services beyond the accounting you offer, but how? John shares his experience owning and sel…
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Mid-Year Update: Optimism, Growth, PE and More
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Jeremy Clopton and Heath Alloway get together to discuss their recent experiences and insights from various conferences, workshops, and personal time on this special recap Episode 73 of The Upstream Leader. They explore the importance of reconnecting with nature and practicing gratitude, both in personal life, and in the workplace, and how empoweri…
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Join us this Wednesday for a new episode where Roger discusses what it means to be an entreprenuer in accounting with Jeremy CloptonBy Roger Knecht - Universal Accounting Center
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Rewind : A Revolutionary Approach to Learning the Accounting Model with Mark Robilliard
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Join us as we revisit this conversation from 2020! Either as a degreed accountant or business owner we each would benefit stopping for a moment to consider the big picture of business as it appears in the accounting model. Listen as Mark shares his storying of stumbling into the accounting profession, graduating and working as an accountant yet sti…
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From Hollywood to High Finance: Mastering Storytelling in Accounting w/ Jeff Bartsch
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In this compelling episode of Building the Premier Accounting Firm, host Roger Knecht engages with Jeff Bartsch, a communication strategist who transitioned from the entertainment industry to the world of accounting. Together, they explore the transformative power of storytelling in enhancing client relationships and marketing strategies for accoun…
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Join us this Wednesday for a new episode where Roger discusses messaging with Jeff Bartsch.By Roger Knecht - Universal Accounting Center
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Rewind : Life Has Its Surprises – Going from Single Mother to Successful CPA w/ Brittany Brown
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59:34
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Join us as we revisit this conversation from 2020! There’s a phrase, when life gives you lemons make lemonade and Brittany did just that. Listen as she shares her story and in time excels in the accounting profession to the point of starting and building a successful accounting business. As you hear her story pay attention to the enthusiasm and pos…
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Winning The Cash Flow Game w/ David Safeer
1:15:56
1:15:56
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This week on Building the Premier Accounting Firm, Roger Knecht interviews cash flow expert David Safeer, Founder and CEO of David Safeer International, an institution that trains accountants on matters of cash flow, and also works with CFOs to optimize their cash flow strategies and run businesses more effectively. In this episode, Roger and David…
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On Episode 72 of The Upstream Leader, host Jeremy Clopton welcomes back Jake Thompson, Chief Encouragement Officer at Compete Every Day. They discuss Jake's new book, Lead Better Now, which focuses on practical strategies for self-leadership and team development, and offers actionable insights for both new and seasoned leaders. Jake stresses the im…
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Join us this Wednesday for a new episode where Roger discusses all things cash flow with David Safeer.By Roger Knecht - Universal Accounting Center
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Rewind : Becoming a Profit & Growth Expert with Allen Bostrom, CPA
42:54
42:54
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Join us as we revisit this conversation from 2020! Taking an active interest in the client’s business, their business model, helps you see beyond the numbers. As you become interested in the owner, their business and understand their goals you’ll better be able to advise and help them make more informed business decisions. As such you will be their…
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Mastering the Art of ‘Accountrepreneurship’: Insights from Ann Carden
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42:33
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In this enlightening episode of “Building the Premier Accounting Firm,” host Roger Knecht engages in a profound discussion with seasoned entrepreneur Ann Carden. With over 43 years of experience in business marketing and sales, Ann shares her journey to becoming an entrepreneur and insights she’s learned along the way. She offers invaluable lessons…
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Join us this Wednesday for a new episode where Roger discusses revving up your revenue with Ann Carden.By Roger Knecht - Universal Accounting Center
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Rewind: Accounting Success Redefined: From Pricing Strategies to Profiting off AI w/ Mark Wickersham
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Join us as we revisit this conversation from 2023! Join host Roger Knecht in this episode of "Building the Premier Accounting Firm" as he sits down with Mark Wickersham, a Chartered Accountant, public speaker, and renowned author known for being the most sought-after profit improvement expert in the accounting community. This insightful conversatio…
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The Holistic Approach to Client Representation w/ Chris Papin
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In this enlightening episode of Building the Premier Accounting Firm, host Roger Knecht sits down with Chris Papin to explore his distinctive methodology in client representation through his triad of businesses—Papin CPA, Papin Law, and Papin Insurance. Chris offers a deep dive into the intersection of legal and accounting services, entrepreneurial…
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Strong Leadership Through Mergers & Acquisitions
34:46
34:46
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Join The Upstream Leader Podcast as host Heath Alloway discusses mergers and acquisitions with Bruce Zicari, managing partner and CEO of The Bonadio Group, on Episode 71. Bruce shares valuable lessons on leading successful mergers, fostering integration, and building trust within teams. Bruce's firm has successfully navigated 22 mergers, many with …
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Join us this Wednesday for a new episode where Roger discusses work life balance with Mark Wickersham.By Roger Knecht - Universal Accounting Center
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Rewind : Strategic Exit Planning & Why Entrepreneurs Pay for the Expert Guidance of CFOs, Consultants & Coaches w/ Darryl Bates-Brownsword
43:17
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Join us as we revisit this conversation from 2023! Welcome to another insightful episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, Roger sits down with Darryl Bates-Brownsword, an esteemed Business Consultant and Coach, who brings over 25 years of invaluable experience to the table. Prepare to gain a w…
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Mastering Financial Foresight w/ Blagoja Hamamdjiev
46:43
46:43
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Welcome to the Building the Premier Accounting Firm podcast with host Roger Knecht. This week, Roger sits down with Blagoja Hamamdjiev, CEO of Modeliks, to delve into the critical aspects of business funding and financial planning. The conversation centers around simplifying financial processes, the importance of teaching money management to childr…
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Join us this Wednesday for a new episode where Roger discusses mastering financial foresight with Blagoja Hamamdjiev.By Roger Knecht - Universal Accounting Center
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Rewind : Building a Virtual Accounting Business: Insights from Kate Josephine Johnson of Heritage Business Services
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Join us as we revisit this conversation from 2023! Welcome to another engaging episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, Roger sits down with Kate Josephine Johnson, the owner of Heritage Business Services, LLC, a virtual bookkeeping firm serving small businesses all over the United States. Kat…
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The Evolving Role of CFOs and the Future of Accounting w/ Kevin Appleby
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45:44
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In this episode of Building the Premier Accounting firm, host Roger Knecht interviews chartered accountant and COO Kevin Appleby to explore his journey from traditional accounting roles to strategic advisory positions. They delve into the changing landscape of the CFO’s responsibilities and the future of accounting in the age of automation and AI. …
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Jeremy Clopton rejoins us for Episode 70 of The Upstream Leader as he engages in an insightful conversation with Carla McCall, managing partner at AAFCPAs and now Chair of the AICPA. Exploring her journey of authentic leadership, the importance of candor and self-reflection, and how creating a culture where team members can bring their whole selves…
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Rewind : Unveiling the Secrets of QuickBooks with Alicia Katz Pollock
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Join us as we revisit this conversation from 2023! Welcome to "Building the Premier Accounting Firm" with your host, Roger Knecht. In this captivating episode, Roger sits down with Alicia Katz Pollock, a distinguished QuickBooks Online expert, coach, speaker, author, and entrepreneur. Alicia's journey into the world of accounting began with her fas…
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The Power of Branding and Effective Communication in Accounting w/ Heather Hurst
56:35
56:35
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Thank you for tuning in to another episode of Building the Premier Accounting Firm with Roger Knecht. This episode delves into the crucial role that consistent branding and effective communication play in establishing a top-tier accounting firm through the perspective of industry expert Heather Hurst. Roger and Heather explore how these elements no…
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Rewind : Mastering the 'State of Being': Michelle Quinonez's Approach to Business and Success
46:21
46:21
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Join us as we revisit this conversation from 2023! Join us for another enlightening episode of "Building the Premier Accounting Firm" as your host, Roger Knecht, sits down with Accountapreneur, Michelle Quinonez for a captivating conversation. Michelle takes us on a journey through her incredible path in accounting and the establishment of her own …
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From Plates to Profits: Kasey Anton’s Entrepreneurship Journey from Restauranteur to Accounting Visionary
43:55
43:55
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In this enlightening episode of Building the Premier Accounting Firm, host Roger Knecht interviews Kasey Anton, founder of Spark Business Consulting and author of “Profit First For Restaurants.” Kasey shares her transformative journey from the restaurant industry to establishing a thriving accounting firm. This episode is a treasure trove of insigh…
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AI, Tech, and Leadership: Navigating the Minefield
38:14
38:14
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Jeremy Clopton returns to host Episode 69 of The Upstream Leader featuring Danielle Supkis Cheek, Vice President, Head of Analytics and AI at Caseware. They discuss the transformative role of technology in accounting, how AI and analytics are reshaping the profession and what it means for modern leadership. Danielle shares practical strategies for …
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Join us this Wednesday for a new episode where Roger discusses Profit First for Resturants with Kasey Anton.By Roger Knecht - Universal Accounting Center
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Rewind : The CFO's Playbook: Mastering High Ticket Client Acquisition w/ Alyssa J Dillon
45:17
45:17
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Join us as we revisit this conversation from 2023! Welcome to "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, we have the privilege of sitting down with Alyssa Dillon, a highly experienced financial professional with nearly 15 years of expertise. Get ready for an enlightening conversation as Alyssa shares her r…
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Balance Beyond Business: Dr. Sabrina Starling’s Blueprint for True Work/Life Balance
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Welcome to another enlightening episode of Building the Premier Accounting Firm with Roger Knecht. Today, Roger welcomes Dr. Sabrina Starling, a renowned business psychologist and author. Dr. Starling and Roger delve into critical topics affecting accounting businesses, such as marketing, pricing, and staffing. Plus, Dr. Starling discusses her advo…
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Join us this Wednesday for a new episode where Roger discusses 25 hour work weeks and 4 week vacations with Dr. Sabrina StarlingBy Roger Knecht - Universal Accounting Center
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Rewind : Navigating the Heart-Led Path: Troy Ballard's Expertise in Serving Purpose-Driven Businesses
48:29
48:29
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Join us as we revisit this conversation from 2023! Welcome to "Building the Premier Accounting Firm" with your host Roger Knecht. In this episode, Roger sits down with Troy Ballard, a highly experienced and certified professional bookkeeper and Accountapreneur with over three decades of experience in the field of bookkeeping. Tune in as they delve …
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Effective Networking for Introverts w/ Matthew Pollard
42:05
42:05
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In this episode, Universal Accounting Center President Roger Knecht dives deep into the world of accounting and bookkeeping with Matthew Pollard, a renowned expert in rapid business growth. Pollard shares his wisdom on how to transform an accounting firm into a premier establishment by leveraging motivation, goal-setting, and strategic differentiat…
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Tune in for key leadership insights on navigating adversity, on Episode 68 of The Upstream Leader. Anthony Sanfilippo, co-founder of Sorelle Capital, joins Heath Alloway to discuss his successes and tribulations in the hospitality industry. Full of stories from a 40+ year career, Anthony speaks on the importance of integrity, how to implement ideal…
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Join us this Wednesday for a new episode where Roger discusses sales systems for introverts with Matthew PollardBy Roger Knecht - Universal Accounting Center
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Rewind : Embracing the Profit-First Philosophy w/ Liz Szporn
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Join us as we revisit this conversation from 2023! Welcome to another episode of "Building the Premier Accounting Firm" with your host, Roger Knecht. In this insightful episode, Roger sits down with Elizabeth Szporn, a seasoned guide at Profit First Professionals. As an expert in transforming accounting, bookkeeping, and coaching firms, Elizabeth b…
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Mindset, Delegation, and Growth w/ Laurent Notin
46:34
46:34
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Welcome to Building the Premier Accounting Firm with Roger Knecht, where we delve into the essential elements of overcoming business obstacles with Laurent Notin, a dedicated business coach who specializes in guiding entrepreneurs through their journey. Laurent highlights the crucial role of a supportive entrepreneurial environment and the mental r…
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Join us this Wednesday for a new episode where Roger discusses entrepreneurship and mental fitness with Laurent Notin.By Roger Knecht - Universal Accounting Cente
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Rewind : Unleashing the Power of Digital Marketing: Insights from Christian Jones, President of TaxProMarketer
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Join us as we revisit this conversation from 2023! Welcome to "Building the Premier Accounting Firm" with your host, Roger Knecht. In this episode, Roger sits down with Christian Jones, the President of TaxProMarketer, a leading company specializing in digital marketing for accountants and tax practitioners. Together, they delve into a wide range o…
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Revolutionary Remote-first Strategies w/ Jason Snider
43:52
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Welcome to another insightful episode of “Building the Premier Accounting Firm,” where we delve into the transformative journey of Jason Snyder, the pioneering mind behind Aspire Advisors and Summa Ecommerce Advisors. Today, Jason shares his unique approach to modernizing accounting practices by emphasizing business advisory services and embracing …
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From Idea to Impact: Navigating a Startup
36:18
36:18
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Heath Alloway returns to host Episode 67 of The Upstream Leader, and he talks to James Stapleton, co-founder of Codefi, about his insights on tech entrepreneurs and startups, the challenges they deal with, and how accounting firms can look to aid this specialized group of clients. Through Codefi, James seeks to streamline financial operations and r…
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Join us this Wednesday for a new episode where Roger discusses team building and remote work with Jason SniderBy Roger Knecht - Universal Accounting Center
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Rewind : The Business of Selling Your Business: Essential Strategies for Success w/ Jessica Fialkovich
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Join us as we revisit this conversation from 2023! Get ready for a must-listen episode of "Building the Premier Accounting Firm" with your host Roger Knecht, as he sits down with Jessica Fialkovich, business exit expert, small business advocate, entrepreneur and podcast host. Together, they explore everything you need to know about preparing your b…
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Transforming Your LinkedIn into a Client-Generating Powerhouse w/ John Nemo
1:00:46
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In this insightful episode of Building the Premier Accounting Firm, host Roger Knetch welcomes John Nemo, a renowned LinkedIn expert, who shares his transformative journey from a corporate job to generating $135,000 in new business within just 90 days using LinkedIn. Nemo’s expertise offers invaluable guidance for accountants and entrepreneurs aimi…
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Join us this Wednesday for a new episode where Roger discusses LinkedIn, lead generation and mindset with John Nemo.By Roger Knecht - Universal Accounting Center
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Rewind : Becoming the Disruptive Accountant w/ Futurist Daniel Burrus
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Join us as we revisit this conversation from 2023! Daniel Burrus is considered one of the World’s leading futurists on global trends and disruptive innovation who, over the past forty years, has established a worldwide reputation for his exceptional record of accurately predicting the future of technology-driven change and its direct impact on the …
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From Landscapes to Ledger Lines: Max Emma’s Story of Entrepreneurial Triumph
45:54
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Welcome to another inspiring episode of Building the Premier Accounting Firm with Roger Knecht. This week Roger explores the journey of Max Emma, a remarkable individual whose story is a testament to resilience, innovation, and the entrepreneurial spirit. Born in the former Soviet Union and now a successful entrepreneur in the United States, Max sh…
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Transforming Communication: Strategic Storytelling
38:38
38:38
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Join Jeremy Clopton on Episode 66 of The Upstream Leader as he talks to Jeff Bartsch, founder of Story Greenlight. They explore the power of storytelling in transforming communication strategies for accounting professionals, a skill Jeff refined first with over 20 years of experience writing stories in Hollywood, and then subsequently, coaching pro…
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