Episode 190

FACULTY: Ed Mendlowitz

CLASS: #Shoperations

TITLE: From CEO to Chairman of the Board

In this episode, we flip the script and Ed Mendlowitz interviews Scotty "OKR,". Explore Scotty's journey, from initial inspirations to firm growth, unveiling key strategies for client connections, niche development, and innovative billing approaches. Gain valuable insights into client engagement, consultancy services, and OKR’s.

• Reminiscing

• Scott's Firm

• What got Teddy into all of this?

• How is Scott Organized?

• Keeping in touch with clients

• Growth of the Firm and the Podcast

• Passing Along Knowledge

• Developing a Niche from a General Practice

• Being a Xero Homer

• Engage

• What's in the future?

• Consult

• What to Do with Time Sheets instead of Billing

• Ron Baker's OKR's

• Key Takeaways

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