Rachel and Marcus dive into their approach to goal-setting for 2025, sharing both their firm's strategic objectives and personal development targets. They explore how breaking down larger goals into measurable chunks and establishing multiple layers of accountability helps ensure follow-through, even during challenging periods like tax season.
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
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- (00:00) - Welcome to Who's Really the Boss
- (03:46) - Upcoming Events and Announcements
- (06:03) - New Year's Resolutions and Goals
- (13:59) - Firm Goals and Strategies for 2025
- (28:35) - Technology Assessment and New Hire
- (31:42) - Setting and Reassessing Goals
- (35:42) - Team Development and Training
- (39:02) - Personal and Professional Accountability
- (49:11) - Measurable Personal Goals for 2025
- (53:59) - The Importance of Accountability
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