x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

Growth-Drive"s Business Advisor Coffee Klatsch

George Sandmann

Every week a group of senior pros gather to dig into business advisory strategies, best practices, and client cases. Open to all - join the conversation every Tue @ 0930 ET - link below.

business management

All Episodes

59:45

Coffee Klatsch 09-09-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/09/09

SummaryIn this conversation, George Sandmann and his guests discuss the importance of community engagement in business advisory, the role of AI in transforming sales processes, and the significance of personal branding. They explore how building confidence and competence in advisors can lead to better client relationships, and the challenges of transitioning from a personal brand to a business brand. The discussion also touches on the impact of ego in leadership, the necessity of

en

61:41

Coffee Klatsch 09-02-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/09/02

SummaryThe conversation revolves around personal updates, professional guidance, and the importance of collaboration in business growth. Participants share insights on sales strategies, the significance of personal connections, and the impact of software updates on their work. They discuss the value of community engagement, identifying client needs, and the role of subject matter expertise in client acquisition. The dialogue emphasizes the importance of trust, effective partnerships, and

en

65:14

Coffee Klatsch 08-26-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/08/26

SummaryThis conversation explores various themes related to networking, meeting strategies, and leadership accountability within organizations. The speakers discuss the importance of follow-ups for meeting attendance, the impact of CEO workshops, and the necessity of increasing strategic capacity for business growth. They also delve into the dynamics of group interactions, the value of composite reports, and the ongoing need for leadership development. The discussion concludes with a

en

57:55

Coffee Klatsch 08-19-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/08/19

SummaryThe conversation revolves around an upcoming CEO event in Lexington, Kentucky, focusing on networking, collaboration, and the integration of AI in business strategies. Participants discuss the importance of in-person interactions, workshop themes, and the value of sharing experiences to enhance client engagement and business growth. The dialogue emphasizes the need for a structured approach to workshops, the role of AI in improving business processes, and the significance of

en

62:21

Coffee Klatsch 08-12-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/08/12

SummaryThe conversation explores the evolving landscape of client relationships, the role of AI in business, and the importance of accountability and human dynamics in consulting. Participants discuss strategies for effective client engagement, the significance of collaboration, and the upcoming Growth Drive Summit, emphasizing the need for adaptability in a rapidly changing environment.KeywordsAI, client relationships, business growth, accountability, strategic intent, consulting,

en

91:37

Coffee Klatsch 08-05-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/08/05

SummaryThis conversation explores various themes related to business management, including the transition from accounting to exit planning, and the importance of networking and collaboration. The speakers discuss the challenges business owners face in exit planning, the significance of client management, and the necessity of mitigating risks for business continuity. They emphasize the need for early planning and the art of listening to diagnose client needs effectively. The discussion

en

83:08

Coffee Klatsch 07-29-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/07/29

SummaryThe conversation explored various strategies for client acquisition, emphasizing the importance of live events, collaboration, and building a referral network. Participants shared insights on managing sales funnels, the role of content strategy, and the significance of personal relationships in business development. The discussion highlighted the evolving landscape of marketing, particularly the impact of technology and AI on client engagement and relationship management.KeywordsGPT,

en

69:30

Coffee Klatsch 07-22-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/07/22

SummaryThe conversation covered various aspects of business valuation, focusing on the DCF (Discounted Cash Flow) method, insights from the AMAA conference, and the role of technology and AI in enhancing valuation processes. Participants discussed the importance of understanding market dynamics, key performance indicators, and the challenges faced in accurately valuing businesses. Networking opportunities and upcoming events were also highlighted, emphasizing the need for collaboration and

en

59:37

Coffee Klatsch 07-15-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/07/16

SummaryIn this conversation, George Sandmann, founder and CEO of Growth Drive, discusses the importance of community engagement among business advisors, the integration of AI in business methodologies, and the potential for collaboration with law firms. The conversation also covers the creation of mastermind groups for business owners, updates on Growth Drive's software tools, and the significance of preparing businesses for eventual exits. The participants share insights on networking

en

60:11

Coffee Klatsch 07-08-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/07/09

SummaryThis conversation explores various themes related to growing and managing advisory businesses. It covers technical issues, scheduling for reviews, strategies for growth, the importance of valuation, and the challenges faced by the accounting profession. The discussion emphasizes the need for effective management, networking, and collaboration among advisors, as well as the significance of understanding individual strengths in building a successful business.Keywordsadvisory business,

en

54:54

Coffee Klatsch 07-01-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/07/02

SummaryThe conversation revolves around the development of use cases for the Growth Drive initiative, emphasizing the importance of collaboration, strategic planning, and understanding client needs. Participants discuss the distinction between use cases and case studies, the planning for an upcoming summit, and the value of community engagement in enhancing professional growth. The dialogue highlights the necessity of defining clear objectives and the role of each member in contributing to

en

54:34

Coffee Klatsch 06-17-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/06/17

SummaryIn this conversation, George Sandmann, founder and CEO of Growth Drive, discusses the importance of community engagement among business advisors, reflections on the AICPA Growth Forum, and the evolving role of technology and private equity in the accounting industry. The conversation also covers upcoming conferences, the integration of DCF models into software solutions, and the significance of tracking strategic capacity and financial performance. Additionally, the group explores

en

52:23

Coffee Klatsch 06-10-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/06/11

SummaryThis conversation explores the complexities of family-owned businesses, focusing on the dynamics of ownership, the challenges of transitioning leadership, and the importance of communication. The speakers share personal experiences and insights on navigating these issues, emphasizing the need for preparation and understanding individual goals within family businesses. This conversation delves into the complexities of succession planning in family businesses, emphasizing the

en

55:51

Coffee Klatsch 06-03-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/06/03

SummaryIn this conversation, George Sandmann, founder and CEO of Growth Drive, discusses the importance of community engagement among business advisors, the sharing of resources, and the evolution of training and certification in the advisory space. The dialogue covers insights from recent conferences, the cultural shifts within accounting firms, and strategies for building trust and expanding client relationships. Participants share their experiences and strategies for navigating the

en

57:04

Coffee Klatsch 05-27-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/05/27

SummaryIn this conversation, George Sandmann and his guests discuss the role of AI in business consulting, emphasizing the importance of human interaction, the distinction between knowledge and wisdom, and the evolving landscape of the CPA profession. They explore how AI can enhance data management and decision-making but caution against over-reliance on technology without the human touch. The discussion highlights the need for trust in client relationships and the future of advisory

en

50:38

Coffee Klatsch 05-20-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/05/21

SummaryIn this conversation, George Sandmann and his colleagues discuss the Growth Drive system, focusing on how business advisors can help clients achieve growth, value, and profitability. They explore the importance of strategic clarity, team alignment, and effective execution leadership in driving business success. The discussion also emphasizes the need for managing change and ensuring that all team members are engaged in the process of growth and improvement.KeywordsGrowth Drive,

en

53:30

Coffee Klatsch 05-13-25

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/05/13

SummaryIn this conversation, George Sandmann and his guests discuss the importance of community in business advisory, the impact of AI on consulting practices, and the significance of intellectual property. They share insights from the Growth Drive Summit, emphasizing the need for thought leadership and client engagement. The discussion also highlights how AI can enhance business processes and the future of consulting in a technology-driven landscape.KeywordsGrowth Drive, business advisory,

en

45:14

Coffee Klatsch 05-06-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/05/07

SummaryIn this conversation, George Sandmann and his colleagues discuss the intricacies of business advisory services, focusing on client engagement, strategic intent, and the importance of understanding unique business structures. They explore the concept of 'secret sauce' in business valuation and the emotional aspects of transitioning from business ownership. The discussion also highlights the need for a sense of belonging among business owners and the potential for encore careers for

en

49:45

Coffee Klatsch 04-29-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/04/30

SummaryIn this conversation, the participants discuss the challenges and strategies involved in business advisory, particularly focusing on the Growth Drive system. They explore client engagement, the importance of referrals, and the need for businesses to reinvent themselves to overcome growth plateaus. The discussion also highlights the role of CPAs in the advisory process, the barriers to strategic thinking among business owners, and the significance of co-marketing efforts to fill

en

53:04

Coffee Klatsch 04-22-2025

Growth-Drive"s Business Advisor Coffee Klatsch ·

2025/04/23

SummaryIn this conversation, George Sandmann and various speakers discuss the intricacies of business advisory, focusing on the importance of proper discovery, the challenges faced by value advisors, and the need for collaboration among specialists. They emphasize the emotional aspects of client relationships and the necessity of building trust and vulnerability. The discussion also touches on the significance of case studies and community collaboration in enhancing advisory practices,

en

48 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...