Episode #177

20/20 Money Episode # – Live at IDOC Connection: Retaining & empowering staff and using metrics to guide your human capital with Dr. Jen Stewart

March 28, 2022

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Jennifer Stewart. Jen joins the show live while we were both presenting at IDOC’s Connection meeting in Orlando to talk about something that’s very timely for every practice owner out there right now: retaining and empowering team members and using metrics to guide your human capital. We touch on a variety of topics in this wide-reaching conversation and I believe you’ll gain great insights and ideas on ways to manage and lead your teams.

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our newsletter and you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions or check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars.

And with that introduction, I hope you enjoy my conversation with Dr. Jennifer Stewart.

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