Bringing CPA Firms into the Future (with Jackie Meyer)
Release Date: 03/31/2022
Keeping Students on the Field and in School (with Tim McLaughlin)
Bigger Than Business
How can a community keep its children in school and on a pathway to graduation and beyond? How can public-private partnership build a program for disadvantaged kids that becomes effective even beyond its creators’ dreams? Listen as our guest shares how the Fields and Futures program was created, its exponential impact on the youth of Oklahoma City, and how a “stone soup” mentality enriched the project to benefit the entire community. Tim McLaughlin says he feels fortunate to have his family’s values that built Advance Food Company, the business his father David co-founded in 1973....
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The Future of Performance Enhancement (with Dr. Amy Kruse)
Bigger Than Business
What does the future hold for neuro technology? What strides have been made in performance enhancement via brain studies? How can investors help shape the landscape of mental health treatments? Listen as our guest shares how her new endeavor is investing in companies that elevate human flourishing, how modern treatments can unlock a new era of mental health solutions, and how her expert experience provides an advantage in assessing start-ups that will transform the field of neurosciences. Dr. Amy Kruse has more than 20 years of experience in science, technology, and innovation, with a...
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The Biggest Developer Nobody’s Ever Heard Of (with Isaac Manning)
Bigger Than Business
What is Servant Leadership, and what does it bring to the lives of others? How does being told you’re “too stupid” parlay into an almost 40-year career as a respected and sought-after architect and developer? How do you create from tragedy a way to help families across the nation? Listen as our guest, Isaac Manning, shares how his success came from failure, how he engages in servant leadership to build communities, and how his creation and involvement in the “Light the Trail Ride” is providing people nation-wide a way to open up communication on depression and suicide. Isaac Manning...
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Timing: Good Faith & Good Fortune (with Josh Robertson)
Bigger Than Business
How do you go from making $19,000 a year to being a vendor for the White House? How do you weather troubled times to preserve your family and stay afloat personally and professionally? What does it take to start a business at 22 and grow it into a $60 Million company? Listen as our guest shares his path of entrepreneurship from start-up to multiple thriving businesses, what it’s like to partner with a parent, and how focusing on the needs of others can prove that life can be Bigger Than Business! Josh Robertson founded his first company, National HME, at age 22, which grew to over 20...
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A Creative Spirit Grounded in Principles (with Janeé Hill)
Bigger Than Business
Why is it important to train people how to treat you? How can knowing your guiding principles establish your path to success? How can leveraging your capabilities affect not only your future, but the futureof those around you? Listen as our guest shares why it’s necessary to lean into the hard stuff, why giving should be about more than just money, and how it is never too late to be the person you were destined to be. Janeé Hill is a seasoned strategic brand builder, television producer, and motivational speaker. She is best known for her bottom-line business approach, out-of-the-box...
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An Eagerness to Learn, Serve, and Make an Impact (with Wade T. Myers)
Bigger Than Business
How do you go from being literally dirt poor to becoming a serial entrepreneur responsible for founding, investing in, or serving on the board of over 100 companies? How can an eagerness to learn and serve shape your life in a way that influences local and global communities for the better? Listen as our guest shares his path from a subsistence farm life to one filled with “FinTech” and “Impact investing,” the importance of knowing what you are good at and creating a dream team to handle the rest, and how a willingness to serve can open doors to amazing opportunities for...
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The Role of Intention in a Family Office (with Rob McLaughlin)
Bigger Than Business
How do you decide if you need a Family Office? What goes into building one that will truly serve your family’s needs? What role does intentionality play in its design and success? Listen as our guest shares with us how a commitment to shared values created a need for a Family Office to steward his family’s resources in a way that impacts not only generations of family members, but an entire community, as well, and how communication and clarification of objectives helps maintain trust, respect, and good dynamics within the family. Rob McLaughlin worked his way from District Sales...
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Growing Professionally and Personally Within a Family Business (with David K. Sargent)
Bigger Than Business
In a family business, how do you overcome being the Owner’s Child? What can you do to ensure success on your own merits? How do you lead a team that may initially question your qualifications? Listen as our guest shares his advice for not only young people wanting to join the family business but also for the parents who want their kids to continue the business legacy, and thoughts on how being the Owner’s Child doesn’t have to overshadow your own success. David K. Sargent started investing in stocks when he was 13 years old, which allowed him to buy into a business with his family while...
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Master Your Internal Board Meeting (with Dr. Shannan Crawford)
Bigger Than Business
Why is the success of an organization dependent on the health – not just physical health, but also mental and spiritual health - of the leader? When the microculture of a team is set by leadership, how can business owners refocus the parts of their own brains to help cultivate their employees’ most forward-thinking and creative efforts? Listen as our guest shares why some companies become plateaued due to leaders’ negative non-verbals having a trickle-down effect on their teams, how stressors can prevent leaders from being fully present at work or at home, how the “imposter...
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Overcoming the Challenges of a Family Business (with Dr. Keanon Alderson)
Bigger Than Business
What are the challenges of creating, working for, or taking over a family business? What are the strengths a family business needs to succeed? How can you avoid the pitfalls that cause the high failure rate in succession of a family business? Listen as our guest, Dr. Keanon Alderson, gives us a picture of how each succeeding generation tends to lead, what tools are necessary to shape a healthy family business – including a family constitution! - and what resources are available to owners to help them ensure success through generations. Dr. Keanon Alderson, a dynamic speaker and...
info_outlineHow can you shed 60% of your client base and still grow? How can a CPA take time off right before April 15, a notorious deadline in the industry, while others are sweating and working overtime? How can setting boundaries with your clients lead to a prosperous, more holistic business?
Listen as our guest, Jackie Meyer, tells us how she built her own practice after being fired for having too much of an entrepreneurial mind-set, what attributes led to her becoming a much sought-after consultant on best practices, and how what she calls Meraki Leadership leads to a fulfilling life in both work and at home.
Jackie Meyer leads Meyer Tax Consulting, a team of top-tier talent across the US, that specializes in Tax Strategies Planning, Business Development and Leadership Coaching programs for a high return on investment. Jackie also founded TaxPlanIQ, a tax firm planning application that helps with calculations, planning and organization, and she has pledged to dedicate ten percent of the profits to charity this year. Jackie, a CPA, Certified Concierge Accountant, and a Certified Tax Specialist, is a member of the Forbes Finance Council and has written several published articles for Forbes, which can be found online. She earned a BBA Finance from the University of Texas at Arlington, a Master of Science in Accounting from Southern Methodist University, and is currently working on a Doctorate of Strategic Leadership at Regent University. Jackie is married to Mark, and they live in Southlake, Texas, with their two children.
Bigger Than Business is the show where you’ll discover real-world stories of business owners living their purpose. You’ll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face.