Episode 3

Published on:

10th Aug 2021

Go Beyond Numbers - The Trusted Advisor Formula

When dealing with critical personal or business decisions, we typically seek advice or consultation from trusted advisors. Whether it be credibility within a particular sector of business, reliability to do an effective job, or a particular level of intimacy you feel with that individual, there are key factors that contribute to selecting the right advisor to assist you.

In the latest installment of Go Beyond Numbers, Tony explores a mathematical formula used to evaluate the overall quality of a trusted advisor. Listen as Tony showcases the variables that comprise the Trusted Advisor Formula, as well as provides a few examples on using the equation to your benefit.

This is a conversation you don't want to miss! So sit back, relax, and grab a pen and paper because today's conversation is jam-packed with beneficial information that could help bolster the team around you to achieve desired goals.


0:06 - Welcome to the show and overview on today's topic

1:40 - Who should be on your team?

3:33 - What skills should your team be comprised of

7:30 - The factors that make up the a trusted advisor

9:00 - The Trusted Advisor Formula

14:30 - Walkthrough on how the Trusted Advisor Formula works using two examples

22:56 - How your team can work together to make you money

32:21 - The importance of intimacy when examining this equation

37:11 - Closing remarks

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Show artwork for Go Beyond Numbers

About the Podcast

Go Beyond Numbers
Rose, Snyder & Jacobs LLP take the conversation beyond numbers
Bringing over 40 years of experience working with businesses and their owners in the manufacturing, real estate and service sectors, Founding Partner of Rose, Snyder & Jacobs LLP, Tony Rose, dives into the world beyond numbers.

As the founding partner of the firm prominent tax and accounting firm, Tony spends his days providing management consulting advice to closely-held corporations, family owned businesses, partnerships, and the high net worth individuals that own them. Many believe his daily conversations surround the black and white figures on a client's spreadsheet. However, that's far from the truth.

Tune into each episode where Tony shares life lessons and learnings from thought leaders and change makers across the nation. Each conversation, each episode, is meant to provide you with knowledge that can be applied to your own life or business practices.

Learn more by visiting: https://gobeyondnumbers.com/