Who Are You Choosing to Do Life With?

Podcast: Who's Really the BOSS? · Marcus Dillon, Rachel Dillon

Opublikowano: 2026-10-12

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...