E71: Jen Landis and Tad Schantz: EOS® and Succession Planning

Dr. Jean, The Results Queen® and her guests, Jen Landis and Tad Schantz from Baum, Smith & Clemens, LLP. Jen and Tad discuss career progression and partnership dynamics at an accounting firm, Baum, Smith & Clemens, LLP. The two partners, Tad and Jen, share how they joined the firm as interns, were recognized for their potential, and eventually became partners in their 30s. Baum, Smith & Clemens, LLP founders focused on succession planning, ensuring a smooth transition to the next generation. Tad and Jen highlight the importance of transparency, communication, and trust within their partnership, as well as the benefits of implementing the Entrepreneurial Operating System (EOS®) to improve the firm’s efficiency and decision-making. They emphasize the value of balancing different personalities and perspectives to achieve the firm’s collective goals, rather than individual interests. The podcast provides insights into successful partnership dynamics and firm management in the accounting industry.

Find Jen & Tad here:

Website: https://www.bsccpas.com/

Jen’s Linked In: https://www.linkedin.com/in/landisjennifer/

Tad’s Linked In: https://www.linkedin.com/in/tadschantz/

Contact Dr. Jean here:

 

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Mindset:

Being able to navigate the mental obstacles that occur in business growth is what differentiates those who are successful.

  • Right Thoughts
  • Right Attitude
Expansion:

What gets measured gets done. Having a few simple metrics will propel your business growth.

  • Right Metrics
  • Right Acceleration
4 Pillars of Growth
Alignment:

By knowing your ideal target client like a science project and speaking to them with the right messaging, you will attract your ideal client faster and easier.

  • Right Client
  • Right Messaging
Accountability:

Creating a customized process that builds confidence is the only way to drive business growth.

  • Right Actions
  • Right Time

It’s not magic. It’s a system we have tested and optimized. It can work for you.

Below are the resources I mentioned on the podcast. Please use them as our gift to you. If we can be of any service to you, don’t hesitate to contact us.

Dr. Jean Oursler, The Results Queen®, Ph.D.
Our Mission is to Leave You Better than When We Found You TM
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