Investing In Your Team with Kristen Hendricks
Marshall Jones
Kristen holds a counseling degree from SUNY Alfred and brings over a decade of experience in client relations to Marshall Jones, an accounting firm based in Atlanta. Her efforts in reimagining the business development of the firm resulted in her promotion to full partner status as of January 1, 2019. She combines her experience in health care and counseling with business acumen to build productive and happy teams.
In this episode of Websuasion Conversation, we discuss investing in staff, new, business development, quality referrals, and getting to the next level.
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Introduction
Kristen tells us about growing up in upstate New York.
A Transition to Human Services
Kristen tells us about studying nursing and then making a change to counseling.
An Aptitude for Business
Kristen talks to us about combining her background in health and human services with her aptitude for business.
CDS Monarch
Kristen talks about her work with CDS Monarch, a non-profit organization in upstate New York providing opportunities for individuals with intellectual or developmental disabilities.
Client Services Agent
Kristen tells us about the events that led to her helping build a financial services business from the ground up.
A Catalyst to Grow
Kristen talks about making changes to grow a company and investing in your team.
Effects of Success
Kristen talks about an early understanding of business success and how actions affect other people.
Profitability and Service Lines
Kristen talks about some of the steps they are taking to improve profitability and focus on offered services.
Continuing Education
Kristen discusses the process of staying current with training and continuing education.
A Diverse Clientele
Kristen talks about attracting a younger clientele that might be using an automated tax service.
Advantages of Using A CPA Firm
Kristen talks about the benefits of using a CPA firm.
Keeping Current on Policies and Laws
Kristen talks about some common misconceptions while filing taxes.
Quality Referrals
Kristen discusses how individuals have different comfort zones and the importance of making a quality referral.
Getting to the Next Level
Kristen tells us about the importance of making the most of your present situation and forming quality relationships to help you get to the next level.
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