Dr. Jean, The Results Queen® provides advice on avoiding being in the “chase” when pursuing new business opportunities. She recommends scheduling follow-up meetings directly with potential clients while meeting with them to prioritize the relationship and avoid chasing them after. Dr. Jean shares examples of when she intentionally puts herself in the chase if a client seems interested but resistant to scheduling. The key is being proactive about scheduling to control the process and not leave yourself constantly chasing after potential clients.

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Dr. Jean, The Results Queen® has a special guest, Mike Payne, and they discuss Mike’s unique experience as both a lawyer and CPA running an integrated legal and accounting firm. As the only firm approved for an alternative business structure in Arizona, it provides both services to hybrid clients. They discuss challenges of scaling a professional services firm through hiring, as well as the importance of being proactive advisors asking the right questions rather than just reactive work. Referrals between complementary professionals are also highlighted as important for business growth.

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Dr. Jean, The Results Queen® discusses the importance of follow-through and follow-up in business. Dr. Jean emphasizes that follow-through is key to winning business and growing a company. She shares her own challenges with follow-up and strategies she uses like keeping a whiteboard, calendar, and assistant. Dr. Jean stresses that follow-up is important for marketing, sales, leadership and business growth. She encourages listeners to improve their follow-up skills for business success.

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Dr. Jean, The Results Queen® and her guest, Pete Caltabiano discuss the importance of hiring a strategic Chief Financial Officer (CFO) for business growth and success. Pete Caltabiano shares his experience working with CFOs and starting a company providing fractional CFO services. He explains the distinct roles of bookkeepers, controllers, and CFOs. A CFO serves as a strategic partner who helps identify problems, plans for the future, and guides decision making. Dr. Jean, and Pete emphasize that even successful businesses benefit from a financial expert. They address common concerns around cost but note that a CFO often pays for themselves. The episode provides advice for business owners on when to seek CFO support and tips for CFOs on mentoring others. This episode promotes the value of having knowledgeable financial leadership to take a business to the next level.

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Dr. Jean, The Results Queen® discusses the importance of strong partnerships in business. She emphasizes the need for open communication between partners, including courageous conversations to address issues and align goals. Regular check-ins are recommended to identify areas for improvement. Partners should focus on each other’s strengths rather than weaknesses. Successful partnerships require trust and a willingness to change. Ending a partnership should be done graciously rather than disruptively to preserve the relationship. Dr. Jean stresses the value of supportive, collaborative partnerships for business growth and success.

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Dr. Jean, The Results Queen® discusses the four pillars of business success: marketing, sales, operations, and finance. Dr. Jean emphasize that marketing should build awareness and engagement with ideal clients, and sales should focus on nurturing leads through the sales funnel. She stresses the importance of branding, hiring a CFO, and having good financial and operational processes. The key message is that business owners should regularly review their performance in these four areas and get help to improve any scoring below 80%.

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Dr. Jean, The Results Queen® and her guests Jeffrey Bast, and Brett Amron discuss the journey of how they started their own law firm together after successful careers in business law.  They share how they built their firm through a collaborative culture and by prioritizing client care over profits. They emphasize communication, trust and succession planning as keys to their successful partnership over 15 years, growing the firm to 25 people while maintaining a cohesive team. Brett and Jeffrey share how they have maintained a successful 14-year partnership through open communication and coming at challenges from different perspectives while always intending to do right by each other. They emphasize the importance of trust, respect, and listening to employees. Dr Jean, Brett, and Jeffrey explore succession planning challenges in law firms and encouraging lawyers to develop business skills through self-education to take on leadership roles. 

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Dr. Jean, The Results Queen® discusses the importance of taking a “vacuum week” away from work to recharge. Dr. Jean shares that she took a 10-day vacation without checking email or working, spending time with their son. She found it very rejuvenating and it led to increased creativity and productivity after returning to work. Dr. Jean recommends scheduling regular “vacuum weeks” where you fully disconnect from work to improve mental health and performance. She believes these breaks are crucial for maximizing success and encourages listeners to try a digital detox vacation.

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Dr. Jean, The Results Queen® discusses the importance of generational wealth and financial planning. Dr. Jean shares how her grandparents came from nothing but were able to leave over $1 million to her family through hard work and financial planning. She emphasizes how generational wealth can provide security for future generations by helping with things like education costs, a down payment on a house, or starting a business. Dr. Jean encourages listeners to consider leaving some form of legacy for their children and grandchildren.

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