Who Are You Choosing to Do Life With?

When an accounting firm is busy keeping up with changes in technology and the industry, its team and clients can quietly get pushed to the side. Returning guest Matt Kidd joins Marcus and Rachel to talk about staying intentional with both. He covers the flexibility and everyday appreciation that keep his team engaged and the deliberate choices he makes about which client relationships get his time. He also shares how he built a financial planning practice around the clients he enjoys working with most. Introducing Collective by DBA https://collective.cpa https://www.linkedin.com/company/collectivebydba Learn More About Dillon Business Advisors https://www.dillonadvisors.com https://www.linkedin.com/company/dillonbusinessadvisors Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app (00:00) - Welcome Back Matt Kidd (01:30) - Matt Intro and Michigan Roots (02:37) - How We Know Matt (03:44) - Walk Up Song Banter (04:33) - Book Advice and Habits (05:36) - Firm Growth and Remote Setup (08:15) - Checks Cash and Office Ops (09:38) - Building the RIA Platform (12:30) - Helping CPAs Start Planning (17:15) - People First in an AI World (18:36) - Flexibility and Team Check Ins (19:34) - Innovation Meetings and AI Wins (23:16) - Testing Trust and Rabbit Holes (23:58) - Scaling Tools vs Headcount (27:29) - Team Size Complexity (28:17) - Daily Appreciation Habits (31:44) - Feedback Builds Trust (35:07) - Client Relationships Strategy (37:49) - Client Events That Work (43:42) - Gifts and Personal Touch (46:57) - Build Community by Choice (50:31) - Wrap Up and Farewell