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Goldman Sachs Small Business Program – Leveraging Many to One

AFO|Wealth Management Forward2023-03-03T17:34:53+00:00

WE CONDUCT WEBINARS AND PANELS WITH LEADERS IN ACCOUNTING AND FINTECH!

Connect on LinkedIn:
Connect with Rory Henry
Connect with Susan Bryant CPA, CTC

Learn more about
The MB Group, LLC

Learn more about
Arrowroot Family Office

Goldman Sachs Small Business Program - Leveraging Many to One

Rory is joined by 2022 Women Entrepreneur of the Year Susan Bryant, CPA, CTC, and Principal at MB Group to talk about her entrepreneurship experience, growing an accounting firm, and how we can better serve our clients. Discover lessons learned from Susan’s Goldman Sachs Small Business Program experience and her thoughts on a Many-to-One service model. Find out how Susan is leveraging EOS (Entrepreneurial Operating System) to run her business and better assist her small business owner clients. Are you looking for ways to delegate client duties effectively to other staff members? Do you want to know how shifting to a subscription model like Amazon and Netflix can increase client satisfaction? Find out the answer to these questions and more with 2022 Women Entrepreneur of the Year Susan Bryant.

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AFO|Wealth Management Forward


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Copyright © 2023 AFO Wealth Management Forward. All Rights Reserved.
Disclaimer: Results of enrolling in the AFO Wealth Management Forward program vary by participant and are not guaranteed. Arrowroot Family Office is a registered investment advisor and is not endorsing or promoting the sale of any security with this message.
JOIN OUR COMMUNITY
  • Terms & Condition
  • Privacy Policy
  • Web Accessibility
Copyright © 2023 AFO Wealth Management Forward. All Rights Reserved.
  • Wealth management
  • Digital marketing
  • Branding
  • Resources
  • Podcast
  • Contact
  • Press
Disclaimer: Results of enrolling in the AFO Wealth Management Forward program vary by participant and are not guaranteed. Arrowroot Family Office is a registered investment advisor and is not endorsing or promoting the sale of any security with this message.