In the fast-paced and highly competitive business world, success is often determined by one’s ability to grow and adapt to new market trends and demands. For many entrepreneurs and business owners, this growth can be challenging to achieve on their own. What are key strategies and tactics that can help businesses grow and succeed?
In this episode, Steve talks with Susan Foard, President and Chief Compliance Officer of Pugh Wealth Management. Susan has been in public accounting since 1986 and specializes in consulting, tax planning, and tax preparation services for closely-held businesses, individuals, estates, and trusts. She often speaks for seminars and presentations on leadership, strategic business relationships, and various technical topics within her tax specializations.
“One of the things we learned by shadowing is that we understand more about the Design | Build | Protect program with Buckingham and began using the life cards. It allows us to have a much deeper knowledge of our client’s goals and help them more.” ~ Susan Foard
A CPA with 37 years of experience and expertise in tax, Susan shares her story of launching a wealth management firm while serving as the president of a long-standing CPA firm. She also speaks about how she leads through transition and business growth, her approach to propelling change within the firm, and the power of shadowing other firms to learn new ways of approaching the client experience and maximizing business growth.
- Susan Foard on LinkedIn
- Pugh Wealth Management
- Pugh CPAs
- Charles Schwab
- Alexander Vetrano
- Christi Fightmaster
- Ascendant Compliance Manager
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Managing Director, Advisor Relations with Buckingham Wealth Group. For 25 years Steve has helped advisors get into the RIA space and/or helped them grow by developing and sharing a variety of client experience best practices. Steve was an original architect of Buckingham’s Design Build Protect client experience process along with the Life Discovery and Feedforward programs. Steve is also an author of The Wealth Solution and 27 Principles Every Investor Should Know. Steve is a graduate of the University of Nebraska at Omaha with a Bachelor’s in Finance and Investment Banking. Steve currently splits his time between Omaha, NE and Edwards, CO with his wife and three daughters.