Tips for Building a Firm Worth Growing: Ideal Clients and Strong Networks with Michael Clarke

The Modern CPA Success Show - A podcast by Summit Virtual CFO by Anders - Mondays

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Michael Clarke, Founder and Chief Implementation Officer of Protection Point Advisors, joins Adam and Tom to discuss insights from his book “A Firm Worth Building.” The discussion focuses on transitioning from individual-centric practices to sustainable business models, emphasizing teamwork, effective communication, and trust-building with clients. Key topics include the importance of valuing support staff, networking, and continuous learning. Michael also addresses common mistakes in managing firms and offers practical strategies for professional service providers to enhance their practices.