Sage Advice Podcast

Jennifer Dymond is the founder of Spire Consulting Services. She has decades of accounting experience with a focus on keeping things automated. Jennifer is committed to staying up-to-date with the latest accounting trends and provide consulting services... Read the full text.

All firms have a theoretical  maximum capacity  and a theoretical  optimal capacity . From a strategy perspective, it is essential to see how that capacity is being allocated to each customer segment. Your maximum capacity is the total number of customers... Read the full text.

Brian Goldrick is the director of accounting at Vera Whole Health a provider of population health management to large and mid-sized employers. Their delivery model of on-site primary care with embedded health coaching is both efficient and effective.... Read the full text.

Greg Tirico is the principal at Working Web Media, a digital marketing agency focused on helping small and medium-sized businesses find real returns from their marketing dollars. From websites to email, social to advertising, Working Web Media is a partner... Read the full text.

David Cieslak is Chief Cloud Officer and EVP with RKL eSolutions, a leading business process automation consulting firm with offices across the US. In his role, he is responsible for helping companies grow strategically with cloud-based solutions and... Read the full text.

George Gilder, one of the leading economic and technological thinkers of the past forty years, is the author of nineteen books, including Wealth and Poverty, Life After Television, Knowledge and Power, The Scandal of Money, and Life After Google. A founding... Read the full text.

Brad is the president/CEO of Brad Williams Financial Services, an Investment Advisor Representative specializing in Retiree and Estate Planning. Since 1987, he has been an independent financial services representative. His wife Robin and daughter Bonnie... Read the full text.

Joe Rotella, SPHR, is “…something of a one-man think tank, has been doing more innovative things with the internet than anyone I’ve met yet.” (Bob Scott, Editor, Accounting Technology) Contributing author in the book "Bull' s-Eye: The Ultimate How-To... Read the full text.

In the glorious tradition of afternoon naps and Taco Tuesday, we are fast approaching the last Friday of the month which can only mean one thing…Free-Rider Friday! As many know, our typical show is “topic” driven. We dive deep into one subject for the... Read the full text.

Dee Carter is the President of The Carter Financial Group, where he enjoys bringing stability and peace of mind to his retirement planning clients. With more than 45 years of experience, in insurance and financial services, Carter opened his own independent... Read the full text.

Squealy Mason has been a small business owner in Alabama since 1981, where she originally studied Horticulture but ended up in technology. She has an organic garden at home and is a volunteer Wilderness ranger for Wildsouth so she can still use her degree... Read the full text.

Eddie Ghabour is the co-owner and the managing partner of Key Advisors Group, LLC. In 1998, Eddie began his career in financial planning and with his partner in 2000 he started Key Advisors Group, LLC. Specializing in money management, Eddie also focuses... Read the full text.

On this show, Ron and Ed recapped the career and work of the person whom many claim as the father of the business book genre. His classic, In Search of Excellence , co-written with Robert Waterman, launched his career into a near-Earth orbit. His presentation... Read the full text.

Tom Perry is the CEO at Sherpa Marketing. He has 20 years with B2B marketing experience making companies grow rapidly. Tom is a pioneer of Partner Account-based marketing, bringing together Marketing Strategy, Demand Generation, Content, Inbound, Paid... Read the full text.

Jim Ward is a lifelong entrepreneur and Founder of BrainSell LLC. Passionate about helping companies grow, become process efficient and to create technology platforms that support overall company improvement. Passionate about my team and helping each... Read the full text.

John Grace is Founder and President of "Investor’s Advantage Corp”. John is a Registered Principal at Securities America Financial Corp. holding multiple securities licenses and is dually licensed in life and disability insurance. Part of a team that... Read the full text.

Ed and Ron are honored to interview fellow Professional Pricing Society colleague, Mark Stiving. Why don't you win deals at higher prices? You don't get paid enough for the value you create. Or do you build products that your customers don’t value (and... Read the full text.

Julianna Veldtman is conscious leadership coach who works with leaders and companies to create real change that powerfully supports them and their people to be their very best. As a result their people flourish and their business thrives. Her work is... Read the full text.

Anne Field is one of the founders of Axiom Business Systems, an international firm specializing in business management solutions for cemeteries and funeral homes whose corporate goal is to provide insightful systems and strategies to those who serve bereaved... Read the full text.

Jeff Socha'shired his first financial planner at age 15 and went on to successfully lobby Congress on behalf of Entrepreneurs on finance and tax regulations. He has been nationally recognized for developing innovative solutions that lower the risk of... Read the full text.

Originally recorded with the idea that this would be a Bonus Episode for their Patreon listeners only , Ron and Ed were so enraptured with the conversation with Justin Lake, that they decided to release it as a regular episode. This conversation encapsulates... Read the full text.

Lisa Earle McLeod is the global expert on purpose-driven business. She is the author of five books, including the bestseller: Selling with Noble Purpose.  Lisa has spent two decades helping leaders increase emotional engagement and competitive differentiation... Read the full text.

Transforming businesses into a “do it once” system is Gail Wilson’s goal. Gail has helped companies transform their businesses into a modern landscape where instead of employees keying data in many times, they key it in once. On top of being in business... Read the full text.

Don Farber is co-founder of the Sage Alerts & Workflow (also called “KnowledgeSync”) technology. With over 30 years in the software industry, Don is a frequent speaker at industry events on such varied topics as Operational Business Intelligence, Cost... Read the full text.

Volkswagen, the largest car company in the world, has made the biggest commitment to manufacture battery-powered cars, larger than any other car company. Yet VW’s profits and productivity remain woeful, with Porsche and Audi accounting for the bulk of... Read the full text.