The Boomer Briefing: A Boomer Consulting, Inc. Podcast
The Boomer Briefing is a weekly podcast hosted by some of the top thought-leaders in the accounting profession who provide consulting services to hundreds of the highest performing CPA firms. Each week, we will discuss where we can help you solve a critical business issue in 20 minutes or less. Our topics span the latest in accounting news and feature interviews with industry leaders to provide listeners with key takeaways and actionable advice for growing their firms. We focus on the five areas critical to a CPA firm's success: leadership, talent, technology, processes and growth. By providing strategies in each of these five areas, we hope to point you in the right direction as you plan for success and prepare for the future. For more information about Boomer Consulting, visit boomer.com
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E178 - Retention Challenges Within the Accounting Profession
04/30/2024
E178 - Retention Challenges Within the Accounting Profession
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting talks to Geoffrey Brown, President and CEO at Illinois CPA Society about retention within the accounting industry and the challenges we face with it. Dive into the results of a survey focused on why retention is such a challenge in accounting. Jon Hubbard on Social Media: X: @jon_hubbard LinkedIn: @jonhubbard Geoffrey/Illinois CPA Society on Social Media: Geoffrey on LinkedIn: @geoffrey-brown-cae-9039484 Illinois CPA Society on LinkedIn: @illinois-cpa-society Illinois CPA Society on X: @illinoiscpa Illinois CPA Society on Facebook: @ICPAS
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E177 - Eagle U: Transforming High School and College Paths
04/23/2024
E177 - Eagle U: Transforming High School and College Paths
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Sandra Wiley, Shareholder and President at Boomer Consulting talks to Taylor Lowe, Executive Director of Eagle University about the Eagle U experience. Dive into details such as the logistics, what type of person they are looking for, and how the students are after the experience. Sandra Wiley on Social Media: X: @sandrawiley LinkedIn: @sandrawiley Taylor/Eagle U on Social Media: Taylor on LinkedIn: @taylor-lowe-36218410 Eagle U on LinkedIn: @eagle-u Eagle U on Facebook: @EagleU Eagle U on Instagram: @eagleuniversity
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E176 - Leading Like a Coach: Building Teams for Success
04/16/2024
E176 - Leading Like a Coach: Building Teams for Success
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Marc Staut, Shareholder and Chief Innovation and Technology Officer at Boomer Consulting talks to Shawn Fisher, Director of Internal Technology with REDW about leading like a coach. Dive into how to build a foundation and culture for leading and why it is critical to leadership and excellence in accounting firms. Marc Staut on Social Media: X: @CPATechGeek LinkedIn: @mstaut Shawn/REDW on Social Media: Shawn on LinkedIn: @shawn-fisher-redw REDW on LinkedIn: @redw REDW on X: @REDWllc
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E175 - Get to Know Deanna Perkins
04/09/2024
E175 - Get to Know Deanna Perkins
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Jim Boomer, Shareholder and CEO at Boomer Consulting talks to Solutions Manager at Boomer Consulting, Deanna Perkins. Learn more about what she does, and how she came to be on the team. Jim Boomer on Social Media: Twitter: @jimboomer LinkedIn: @jimboomer Deanna Perkins on Social Media: Twitter: @deannalperkins LinkedIn: @deannalperkins
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E174 - Billing Time vs. Delivering Value: Shifting Mindsets in the CPA Industry
04/02/2024
E174 - Billing Time vs. Delivering Value: Shifting Mindsets in the CPA Industry
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Marc Staut, Shareholder and Chief Innovation and Technology Officer at Boomer Consulting talks to Allen Gregory, Partner, Federal Tax at TaxOps about billing time versus delivering value to clients. They dive into how removing hourly rates can add value to client relationships and improve your accounting firm's client retention. Marc Staut on Social Media: Twitter: @CPATechGeek LinkedIn: @mstaut TaxOps on Social Media: Twitter: @taxops LinkedIn: @taxops-llc Facebook: @SALTovation Instagram: @saltovation
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E173 - Optimizing Resources: The Intersection of Project Management, Resource Management and AI
03/26/2024
E173 - Optimizing Resources: The Intersection of Project Management, Resource Management and AI
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Arianna Campbell, Shareholder and Chief Operating Officer at Boomer Consulting talks to Earl Blackmon, Shareholder & Financial Consultant with the Avizo Group about optimizing resources to make a bigger impact on your firm. See how project management, resource management and AI play a role in this. Arianna Campbell on Social Media: Twitter: @Arianna_BCI LinkedIn: @ariannacampbell Earl/Avizo Group on Social Media: Earl on Linkedin: @earl-blackmon-cpa-cgma-lss-green-belt-94038343 Avizo Group on LinkedIn: @avizogroup Avizo Group on Facebook: @avizogroupinc
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Part 2: E172 - Tech Talk: Harnessing the Power of AI in Your Firm's Future
03/19/2024
Part 2: E172 - Tech Talk: Harnessing the Power of AI in Your Firm's Future
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, L. Gary Boomer, Shareholder, Visionary and Strategist at Boomer Consulting talks to Jeff Gramlich, Managing Director Accounting with Validis. Learn more about a couple different topics such as data driven audits and how they will affect the future of your firm as well as the impact of technology and AI in accounting. L. Gary Boomer on Social Media: Twitter: @lgboomer LinkedIn: @lgboomer Jeff/Validis on Social Media: LinkedIn: @jgramlichcpa Validis on LinkedIn: @validis
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Part 1: E172- Tech Talk: Harnessing the Power of AI in Your Firm's Future
03/12/2024
Part 1: E172- Tech Talk: Harnessing the Power of AI in Your Firm's Future
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, L. Gary Boomer, Shareholder, Visionary and Strategist at Boomer Consulting talks to Jeff Gramlich, Managing Director Accounting with Validis. Learn more about a couple different topics such as data driven audits and how they will affect the future of your firm as well as the impact of technology and AI in accounting. L. Gary Boomer on Social Media: Twitter: @lgboomer LinkedIn: @lgboomer Jeff/Validis on Social Media: LinkedIn: @jgramlichcpa Validis on LinkedIn: @validis
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E171 - Mastering Growth: Nurturing a Culture of Continuous Improvement Through Training
03/05/2024
E171 - Mastering Growth: Nurturing a Culture of Continuous Improvement Through Training
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Jim Boomer, Shareholder and Chief Executive Officer at Boomer Consulting talks to Kirsten Phenicie, SBS Senior Manager of Client Advisory Services at Brady, Martz & Associates, P.C. about mastering growth in your firm. See how nurturing a culture of continuous improvement through training plays a role in this. Jim Boomer on Social Media: Twitter: @jimboomer LinkedIn: @jimboomer Kirsten/Brady Martz & Associates on Social Media: Kirsten LinkedIn: @kirsten-phenicie-7a20ba96 Brady Martz & Associates LinkedIn: @brady-martz-&-associates-p.c. Brady Martz & Associates Facebook: @bradymartzcpa
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E170 - Business Development The Coordination of Your Marketing and Sales Strategies
02/27/2024
E170 - Business Development The Coordination of Your Marketing and Sales Strategies
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting talks about why Marketing and Business Development are so important in accounting and why they need to be collaborative, not separate. Jon Hubbard on Social Media: Twitter: @jon_hubbard LinkedIn: @jonhubbard
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E169 - How to Evolve Your Firms L&D Program
02/20/2024
E169 - How to Evolve Your Firms L&D Program
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Sandra Wiley, Shareholder and President at Boomer Consulting talks to Monika Turek about Learning and Development programs. Dive into the process of an L&D program, how it can help evolve your accounting firm, and important projects Monika Turek is working on at the moment. Sandra Wiley on Social Media: Twitter: @sandrawiley LinkedIn: @sandrawiley Monika/HoganTaylor on Social Media: LinkedIn: @mnturek HoganTaylor LinkedIn: @hogantaylor-llp HoganTaylor Instagram: @hogantaylorllp HoganTaylor Twitter: @hogantaylorllp HoganTaylor Facebook: @hogantaylorllp
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E168 - Get to Know Parker Bohon
02/13/2024
E168 - Get to Know Parker Bohon
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Jim Boomer, Shareholder and CEO of Boomer Consulting talks to the Solutions Advisor of Boomer Consulting, Parker Bohon. Learn more about what she does, and how she came to be on the team. Jim Boomer on Social Media: Twitter: @jimboomer LinkedIn: @jimboomer Parker Bohon on Social Media: Linkedin: @parker-bohon
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E167 - How to Effectively Communicate Internal Change
02/06/2024
E167 - How to Effectively Communicate Internal Change
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting discusses internal communication around change and how we can craft a good framework for our firms. Jon Hubbard Social Media: Twitter: @jon_hubbard LinkedIn: @jonhubbard
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E166 - Automated Reporting using PowerBI
01/30/2024
E166 - Automated Reporting using PowerBI
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Amanda Wilkie, Consultant at Boomer Consulting talks to Amanda Popolare, Director, Tax Process + Development at Smith and Howard about Automating Reporting with PowerBI. Dive into why automating your reporting can help you firm in more ways than one including: preventing burnout, having more time for clients, and more. Amanda Wilkie on Social Media: Twitter: @amandawilkie_BCI LinkedIn: @amanda-wilkie-pmp Amanda/Smith and Howard on Social Media: LinkedIn: @amandarpopolare Twitter: @smithandhoward LinkedIn: @smith-&-howard Facebook: @smithandhoward
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E165 - The Impact of Marketing in Your Firm
01/23/2024
E165 - The Impact of Marketing in Your Firm
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting talks to Kendall Jones, Marketing Manager at Whitley Penn about being a digital marketing leader. Dive into what a digital marketing manager can do for your firm and how it can help you grow smarter, not harder. Jon Hubbard on Social Media: Twitter: @jon_hubbard LinkedIn: @jonhubbard Kendall/Whitley Penn on Social Media: LinkedIn: @kendall-louise-jones Facebook: @WhitleyPenn Twitter: @whitleypenn LinkedIn: @whitley-penn Instagram: @whitleypenn_official
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E164 - Get to Know Erin McCormick
01/16/2024
E164 - Get to Know Erin McCormick
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Jim Boomer, Shareholder and CEO at Boomer Consulting talks to the Member Experience Strategist at Boomer Consulting, Erin McCormick. Learn more about what she does, and how she came to be on the team. Jim Boomer on Social Media:Twitter: @jimboomer LinkedIn: @jimboomer Erin McCormick on Social Media:LinkedIn: @erincmccormick Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com.
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E163 - Components of an Exceptional CAAS Practice
01/09/2024
E163 - Components of an Exceptional CAAS Practice
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Sandra Wiley, President at Boomer Consulting has a quick discussion on CAAS. She gives us several important components of an exceptional CAAS and how it will improve our firm's strategies. Sandra Wiley on Social Media: Twitter: @sandrawiley LinkedIn: @sandrawiley Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com
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E162 - Transitioning Into the Role of CIO
01/02/2024
E162 - Transitioning Into the Role of CIO
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Amanda Wilkie, Consultant at Boomer Consulting and Courtney Edwards, Chief Information Officer at Bennett Thrasher talk about transitioning into the role of CIO and share experiences of them being in the IT department. Learn more about if your firm should consider a CIO. Amanda Wilkie on Social Media: Twitter: @amandawilkieBCI LinkedIn: @amanda-wilkie-pmp Courtney/Bennett Thrasher on Social Media: LinkedIn: @courtney-edwards-07404a4 Bennett Thrasher Facebook: @BennettThrasherLLP Bennett Thrasher Twitter: @btcpa Bennett Thrasher Instagram: @freedmaxickcpas Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com
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E161 - The Evolution of Growth Trends: 2023 and into 2024
12/19/2023
E161 - The Evolution of Growth Trends: 2023 and into 2024
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode Jim Boomer, Shareholder & CEO at Boomer Consulting and Jon Hubbard, Shareholder and Chief Growth Officer at Boomer Consulting discuss the evolution of growth trends - what we saw at the beginning of 2023 and trends that may evolve as we move into 2024. Jim on Social Media: Twitter: @jimboomer LinkedIn: @jimboomer Jon on Social Media: Twitter: @Jon_Hubbard LinkedIn: @jonhubbard Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com
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E160 - The Evolution of Technology Trends: 2023 and into 2024
12/12/2023
E160 - The Evolution of Technology Trends: 2023 and into 2024
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode Marc Staut, Shareholder & Chief Innovation & Technology Officer at Boomer Consulting and Amanda Wilkie, Consultant at Boomer Consulting discuss the evolution of technology trends - what we saw at the beginning of 2023 and trends that may evolve as we move into 2024. Marc on Social Media: Twitter: @CPATechGeek LinkedIn: @mstaut Amanda on Social Media: Twitter: @AmandaWilkieBCI LinkedIn: @amanda-wilkie-pmp Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com
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E159 - The Evolution of Talent Trends: 2023 and into 2024
12/05/2023
E159 - The Evolution of Talent Trends: 2023 and into 2024
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode Sandra Wiley, Shareholder & President at Boomer Consulting and Jon Hubbard, Shareholder & Chief Growth Officer at Boomer Consulting discuss the evolution of talent trends - what we saw at the beginning of 2023 and trends that may evolve as we move into 2024. Sandra on Social Media: Twitter: @sandrawiley LinkedIn: @sandrawiley Jon on Social Media: Twitter: @Jon_Hubbard LinkedIn: @jonhubbard Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com
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E158 - The Evolution of Process Trends: 2023 and into 2024
11/28/2023
E158 - The Evolution of Process Trends: 2023 and into 2024
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode Arianna Campbell, Shareholder & Chief Operating Officer at Boomer Consulting and Amanda Wilkie, Consultant at Boomer Consulting discuss the evolution of process trends - what we saw at the beginning of 2023 and trends that may evolve as we move into 2024. Arianna on Social Media: Twitter: @arianna_BCI LinkedIn: @ariannacampbell Amanda on Social Media: Twitter: @AmandaWilkieBCI LinkedIn: @amanda-wilkie-pmp Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com
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E157 - The Evolution of Leadership Trends: 2023 and into 2024
11/21/2023
E157 - The Evolution of Leadership Trends: 2023 and into 2024
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode Sandra Wiley, Shareholder & President at Boomer Consulting and Jim Boomer, Shareholder & CEO at Boomer Consulting discuss the evolution of leadership trends - what we saw at the beginning of 2023 and trends that may evolve as we move into 2024. Sandra on Social Media: Twitter: @sandrawiley LinkedIn: @sandrawiley Jim on Social Media: Twitter: @jimboomer LinkedIn: @jimboomer Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com
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E156 - What's in My Bag?
11/14/2023
E156 - What's in My Bag?
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Marc Staut, Shareholder and Chief Innovation Technology Officer at Boomer Consulting talks about his indispensable “What’s in My Bag” items from the Mobile CPA Presentation. Marc Staut Social Media: Twitter: @CPATechGeek LinkedIn: @mstaut Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com
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E155 - Get to Know Emilie Elpers
11/07/2023
E155 - Get to Know Emilie Elpers
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Jim Boomer, Shareholder and CEO at Boomer Consulting talks to the Marketing Coordinator at Boomer Consulting, Emilie Elpers. Learn more about what she does, and how she came to be on the team. Jim Boomer on Social Media:Twitter: @jimboomer LinkedIn: @jimboomer Emilie Elpers on Social Media:LinkedIn: @emilieelpers Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com
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E154 - AICPA's and CPA.com's Efforts Around Emerging Technologies
10/31/2023
E154 - AICPA's and CPA.com's Efforts Around Emerging Technologies
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Amanda Wilkie, Consultant at Boomer Consulting and Kacee Johnson, VP of Strategy and Innovation at CPA.com, discuss emerging technologies in the accounting profession and how to prepare for them. Amanda Wilkie on Social Media: Twitter: @amandawilkieBCI LinkedIn: @amanda-wilkie-pmp Kacee/CPA.com on Social Media: Website: Twitter: @KaceeBOP LinkedIn: @kacee-johnson CPA.com Twitter: @CPA.com CPA.com LinkedIn: @CPA.com Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com
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E153 - Improving your Staff and Client Experience through Technology
10/24/2023
E153 - Improving your Staff and Client Experience through Technology
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, host Arianna Campbell, Shareholder & Chief Operating Officer at Boomer Consulting, has a conversation with Shahbaz Khan, Associate Director, Product Management at Wolters Kluwer. They discuss improving your staff and client experience through technology, solutions Wolters Kluwer offers, technological trends and advancements, challenges and pain points and the future of technology. Arianna on Social Media: Twitter: @arianna_BCI LinkedIn: @ariannacampbell Shahbaz/Wolters Kluwer on Social Media: LinkedIn: @shahbazmkhan Wolters Kluwer Facebook: @wolterskluwer Wolters Kluwer Twitter: @Wolters_Kluwer Wolters Kluwer LinkedIn: @wolters-kluwer Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com
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E152 - Building a Strong HR Department From the Ground Up
10/17/2023
E152 - Building a Strong HR Department From the Ground Up
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Sandra Wiley, Shareholder and President of Boomer Consulting and Emily Myrum, Chief Talent Officer at Brady Martz & Associates talk about building a strong foundation for their HR department. Sandra Wiley on Social Media: Twitter: @sandrawiley LinkedIn: @sandrawiley Emily/Brady Martz & Associates on Social Media: LinkedIn: @emily-myrum-b5972125 Brady Martz & Associates Facebook: @bradymartzcpa Brady Martz & Associates LinkedIn: @brady-martz-&-associates-p.c. Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com
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E151 - Measuring Success: Analyzing the Impact of Data Governance
10/10/2023
E151 - Measuring Success: Analyzing the Impact of Data Governance
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the Boomer Briefing Podcast, Marc Staut, Shareholder and Chief Innovation Technology Officer at Boomer Consulting speaks to Steve Perkins, Chief Information Officer at HoganTaylor about Data Governance. Marc Staut Social Media:Twitter: @CPATechGeek LinkedIn: @mstaut Steve/HoganTaylor Social Media: LinkedIn: @steveperkinscio HoganTaylor Facebook: @hogantaylorllp HoganTaylor Twitter: @hogantaylorllp HoganTaylor LinkedIn: @hogantaylor-llp HoganTaylor Instagram: @hogantaylorllp Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com
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E150 - Growing your Firm’s Advisory Service
10/03/2023
E150 - Growing your Firm’s Advisory Service
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode, host Arianna Campbell, Shareholder & Chief Operating Officer at Boomer Consulting, has a conversation with Stephen Pelosi, Practice Success Manager at Sage. They discuss growing your firm’s advisory services, solutions Sage offers, scaling your business, challenges and pain points and the future of technology. Arianna on Social Media: Twitter: @arianna_BCI LinkedIn: @ariannacampbell Stephen/Sage on Social Media: LinkedIn: @stephen-pelosi-281ab868 Sage Facebook: @SageUSAmerica Sage Twitter: @SageUSAmerica Sage LinkedIn: @sage-software Sage Instagram: @sageofficial Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth. For more information about Boomer Consulting, visit boomer.com
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