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Steven Ladd: Advisory Starts with Empathy, Not Expertise | It's Not Just the Numbers
Manage episode 504655645 series 2907093
Content provided by CPA Trendlines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CPA Trendlines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
By starting with conversations and clean books, accountants can deliver clarity, confidence, and real results.
It's Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines
When accountants and advisors talk about “advisory services,” the conversation often drifts toward models, frameworks, and numbers. Advisory is explained through dashboards, KPIs, forecasts, and ratios. However, sometimes in our focus on data, we forget the human side —the fact that behind every balance sheet is a business owner who is stressed, overwhelmed, and often lonely.
- MORE Penny Breslin and Damien Greathead
- MORE Advisory & Consulting
- BUY "It's Not Just the Numbers"
That’s where voices like Steven Ladd’s come in. In a recent It’s Not Just the Numbers podcast “After Hours” session, Ladd shares his journey from engineer to entrepreneur to trusted advisor for small business owners. His insights reveal why advisory services are more than just financial analysis.
They're about empathy, connection, and equipping business owners with clarity.
496 episodes
Share
Manage episode 504655645 series 2907093
Content provided by CPA Trendlines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CPA Trendlines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
By starting with conversations and clean books, accountants can deliver clarity, confidence, and real results.
It's Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines
When accountants and advisors talk about “advisory services,” the conversation often drifts toward models, frameworks, and numbers. Advisory is explained through dashboards, KPIs, forecasts, and ratios. However, sometimes in our focus on data, we forget the human side —the fact that behind every balance sheet is a business owner who is stressed, overwhelmed, and often lonely.
- MORE Penny Breslin and Damien Greathead
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- BUY "It's Not Just the Numbers"
That’s where voices like Steven Ladd’s come in. In a recent It’s Not Just the Numbers podcast “After Hours” session, Ladd shares his journey from engineer to entrepreneur to trusted advisor for small business owners. His insights reveal why advisory services are more than just financial analysis.
They're about empathy, connection, and equipping business owners with clarity.
496 episodes
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Similar to CPA Trendlines Podcasts
Media and tech aren’t just intersecting — they’re fully intertwined. And to understand how those worlds work, and what they mean for you, veteran journalist Peter Kafka talks to industry leaders, upstarts and observers - and gets them to spell it out in plain, BS-free English. Part of the Vox Media Podcast Network.
…
continue reading
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In the war on terror, who is it that we’re really fighting? “Caliphate” follows Rukmini Callimachi, who covers terrorism for The New York Times, on her quest to understand ISIS. For more information about the series, visit nytimes.com/caliphate. This series includes disturbing language and scenes of graphic violence. Producer: Andy Mills; Reporters: Rukmini Callimachi and Andy Mills; Managing Producer: Larissa Anderson; Editors: Wendy Dorr and Larissa Anderson; Associate Producer: Asthaa Cha ...
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continue reading
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continue reading
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
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continue reading
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