Breaking Beliefs

Episode 179: A Team Approach Where Everyone Feels Empowered To Do Their Best Work With Baxter Lanius

Tue, 17 Mar 2026 10:00:00 GMT

What is the best team approach to achieve your goals and secure success? Baxter Lanius, Founder and CEO of Alternative Payments, breaks down how leaders can make everyone feel empowered to do their best work, even if it means facing failures together. He joins Amy Vetter to share the importance of aligning a person’s strengths with their respective work roles, inspired by his experiences in playing lacrosse. Baxter also explains how they leverage AI to improve payment processes and client experiences, significantly speeding up payment times.

This episode is sponsored by Alternative Payments. Alternative Payments is a financial technology platform trusted by 1,000+ service businesses nationwide and the clients they support. They help service providers embed and monetize payments within their existing workflows, creating a new recurring revenue stream while simplifying billing and eliminating operational lift.

To learn more: https://go.alternativepayments.io/see-it-in-action-2?utm_source=b3method&utm_medium=email&utm_content=newsletter

Episode 178: Embracing AI And Taking Steps Toward The Future With Jessica McKellar (Pilot)

Mon, 09 Feb 2026 11:00:00 GMT

AI has evolved tremendously in just a few years, and it is not going anywhere. We have to learn to live with it and use it to our advantage. Amy Vetter chats with Jessica McKellar, co-founder and CTO of Pilot, a provider of AI-powered bookkeeping and advisory solutions for small-to-midsized businesses and startups. She shares how they leverage AI to automate bookkeeping and help small businesses achieve huge success. They also discuss the future of accounting and finance, the role of automation in transforming the industry, and why professionals need to adapt to these inevitable changes while maintaining their role as trusted financial advisors.

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Episode 177: The Simple Firm With Darren Root

Tue, 20 Jan 2026 11:00:00 GMT

The Simple Firm is more than a book; it's a revolutionary blueprint for accounting professionals seeking true professional freedom. Join author Darren Root, a veteran CPA, firm owner, and Founder of Better Everyday, as he breaks down the structured approach from his new book. Root, also the author of bestsellers like The Intentional Accountant and The E-Myth Accountant, details the four essential components of this freedom: time, money, relationships, and purpose. Learn his personal and practical insights on creating a clear business model that supports your ideal lifestyle and how to develop proactive roadmaps for advisory services. He emphasizes that moving away from a generalist mindset to choosing the right clients is the critical step to creating a lifestyle business that aligns with your desired work-life balance and future goals.

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Episode 176: How To Emerge From The Goo To Become A Butterfly With Josh Allan Dykstra

Tue, 30 Dec 2025 11:00:00 GMT

Major career and life transformations are a necessary, messy process that teaches us how to emerge from the goo to become a butterfly. Optimistic futurist and serial entrepreneur Josh Allan Dykstra transparently shares his life story and career journey, detailing his path from his South Dakota upbringing and rockstar music aspirations to his eventual pivot into consulting and launching his technology company, #lovework. He discusses how a deep fascination with leadership, first observed in his family, guided his evolution when the music industry was not the right fit, offering valuable lessons on how to lead yourself through significant change. Josh reflects on the importance of timing, embodiment, and listening to his gut, key leadership principles that inform his career, all of which now guide his current focus on his family and future business endeavors as a keynote speaker and author.

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Episode 175: Eradicate Entrepreneurial Poverty With Mike Michalowicz

Tue, 09 Dec 2025 11:00:00 GMT

Entrepreneurial poverty continues to challenge business owners who work tirelessly yet struggle to find true financial stability and fulfillment. Mike Michalowicz, a business author known for Profit First, opens up about his personal and professional journey from growing up in New Jersey to becoming an entrepreneur and writer dedicated to improving the financial well-being of business owners. He shares lessons from building and selling multiple companies, his current work as a business investor, and his mission to help entrepreneurs overcome financial stress through his Profit First methodology and lifelong commitment to eradicating entrepreneurial poverty. His story reminds us that success isn’t just about revenue, but about creating a sustainable, purpose-driven path that frees entrepreneurs from the very struggles they set out to escape.

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Episode 174: Never Give Up, Look For The Opportunities With Chris Gallo

Tue, 25 Nov 2025 11:00:00 GMT

Chris Gallo, Partner and Director of Business Accounting Services at Creative Planning, offers valuable career and leadership lessons that could help you find your own success. He shares his journey from political science to establishing a successful state and local tax consulting practice, including his experiences with various companies and the development of his business from the ground up. Chris talks about his company's growth strategies, leadership dynamics, and his approach to using technology and AI in their operations. We also explored the broader implications of AI on work and the economy, while also discussing his views on money, professional relationships, and the importance of mentoring the next generation.

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Episode 173: Joy, Trust, And Innovation: The 3 Pillars Of Culture With Bob Doyle

Tue, 11 Nov 2025 11:00:00 GMT

Culture built on joy, trust, and innovation can transform teams and drive lasting impact. Bob Doyle, President and CEO of the Michigan Association of Certified Public Accountants (MICPA), shares his personal and professional journey, including his experience with family loss and his career transition from environmental engineering to association leadership. He discusses how these three pillars shape his organization’s approach to advocacy, collaboration, and education. Drawing on personal experiences of loss, career pivots, and leadership lessons, Bob explains how gratitude, intentional routines, and work-life integration strengthen both leaders and the communities they serve.

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Episode 172: Make Joy Your Job With Lisa Even

Tue, 28 Oct 2025 10:00:00 GMT

Your job should make your life more fulfilling and purposeful, not more miserable and depressing. Finding genuine joy in your professional life is never impossible, and it should be one of your top career priorities. Joining Amy Vetter is author, leadership coach, and keynote speaker Lisa Even, who provides strategies for creating joy in daily life as takeaways to remember in your own life. She looks back on her background growing up in a small farming community, her transformative college experiences, and her career journey from healthcare to leadership training and speaking. Lisa also talks about the power of active listening, the gift of being present, and the right way to address historical baggage to unlock a new personal transformation.

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Episode 171: Little Acts Of Compassion Go A Long Way When Building Connection and Community With Alicia Gelinas

Tue, 14 Oct 2025 10:00:00 GMT

Sometimes it’s the smallest acts of compassion that create the strongest connections and shape entire communities. In this conversation, Alicia Gelinas, President and CEO of the Colorado Society of CPAs, shares her remarkable journey from a determined nine-year-old aspiring CPA to a respected leader guiding her profession today. Along the way, she reflects on the influence of her parents and mentors, the lessons of resilience from personal loss, and how fostering children with her husband deepened her commitment to empathy and patience in leadership. Alicia also offers valuable insights on money management, the role of professional organizations in personal and professional growth, and why embracing compassion can transform the way we connect and lead.

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Episode 170: Why AI Is Going To Help The Healthcare System With Traci Granston, MD

Tue, 30 Sep 2025 10:00:00 GMT

AI in healthcare is transforming the way medicine is practiced, and few understand both its potential and its limits like Dr. Traci Granston. From the precision of competitive figure skating to the demanding world of orthopedic surgery, Dr. Granston has built her career on discipline, resilience, and reinvention. A trailblazer in a field once dominated almost entirely by men, she spent over two decades in private orthopedic practice before making a bold pivot into the world of medical technology. Now serving as SVP of Strategy at a high-growth startup, she leverages AI to streamline processes like prior authorizations—cutting delays and boosting efficiency—while championing the irreplaceable human touch in patient care. In this conversation, she shares her inspiring career journey, the realities female surgeons face, and how patients can take an active role in shaping their own health outcomes.

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Episode 169: Creating Success Means Letting Go Of The Ego, Being Humble, And Open To Continuous Learning And Curiosity With Ariege Misherghi

Tue, 16 Sep 2025 10:00:00 GMT

What if true success isn’t about climbing higher—but about letting go? In this episode, Ariege Misherghi, SVP and GM of the AR, AP, and Account Channel at BILL, reflects on how humility, curiosity, and a willingness to quiet the ego have shaped her leadership journey. Raised by immigrant parents who instilled deep values around education and gratitude, Ariege shares how those early lessons continue to guide her today. We explore her career path through product management roles at PayCycle and Intuit, her leadership principles, her passion for gaming and technology, and her bold vision for transforming financial operations through agentic experiences. This conversation is a compelling reminder that success is as much about mindset as it is about metrics.

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Episode 168: Manifest What You Love And Then Work Backward To How To Get There With Emma-Louise Parkes

Tue, 02 Sep 2025 10:00:00 GMT

Manifest what you love—and then build the path to get there. In this inspiring episode, Emma-Louise Parkes shares how she manifested a career she truly loves by working backward from her vision. From her early days as a flight attendant to the high-stakes world of air traffic control, Emma-Louise boldly transitioned into entrepreneurship with The Ambitious Introvert. She opens up about embracing career pivots, the importance of continuous feedback and professional growth, empowering strategies for introverts in high-energy environments, and the secret to building lasting confidence through consistent, aligned action. If you're ready to design a life and career on your own terms, this conversation is your blueprint.

Episode 167: Know Where You Are In The Cycle To Get Through Change With Janine McClintock

Tue, 19 Aug 2025 10:00:00 GMT

No matter what happens in life, change will always be a part of it. But since it is a never-ending cycle, you just need to know where you currently are to get through it. Amy Vetter sits down with Janine McClintock, CEO of J9 Leading Solutions, who shares her life experiences and the many lessons she has learned about living with and navigating change. She talks about her career journey, from working in her family's bakery to establishing her own consulting practice. Janine highlights key experiences that shaped her entrepreneurial path and approach to work-life balance. She also discusses her approach to maintaining work-life boundaries while pursuing her professional goals, drawing on lessons learned from her entrepreneurial family

Episode 166: You Learn From Your Setbacks And Challenges, Not Your Successes With Barb Betts

Tue, 05 Aug 2025 10:00:00 GMT

What if your biggest setbacks were actually the foundation for your greatest success? Barb Betts, a dynamic professional speaker based in Southern California, opens up about her remarkable journey from teenage motherhood to thriving careers in accounting and real estate. In this inspiring conversation, she shares how knowing her “why” helped her navigate life’s toughest challenges while staying grounded in both family and purpose. Barb offers powerful insights on turning setbacks into opportunities for growth, reminding us that self-discovery often begins where comfort ends.

Episode 165: The Connection Between "Hunger" And Harmony With Adrienne Youdim, MD

Tue, 22 Jul 2025 10:00:00 GMT

Hunger is not always about eating food. At certain times, you will also experience spiritual, emotional, and mental hunger. How can you satiate these things, especially when they happen all at once? Amy Vetter explores the connection between hunger and harmony with Dr. Adrienne Youdim. She presents the right way to address your physical cravings and beyond by chemically impacting the centers of your brain connected with hunger. Dr. Adrienne also talks about the societal biases surrounding obesity and how people can be more compassionate when addressing such conditions.

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Episode 164: Get It Done: Resiliency Separates The Good From Great With Mark Gottfried

Tue, 24 Jun 2025 10:00:00 GMT

Discovering how to transform struggling programs into winners requires a "get it done" mentality. Join us for a fascinating conversation with Mark Gottfried, former Division One head basketball coach and player, and current host of The Mark Gottfried Show. Mark shares his insights on building resilience, fostering strong relationships, and what truly separates good from great in both sports and life. From winning a national championship as an assistant coach at UCLA to leading teams at Murray State, the University of Alabama, and North Carolina State, Mark discusses how embracing challenges and believing in yourself can lead to incredible success, even when facing setbacks.

Episode 163: Vulnerability Is A Life Journey With Dr. Jackie Meyer

Tue, 10 Jun 2025 10:00:00 GMT

What does it take to go from living on your own at 15 to founding a game-changing tax technology company? In this episode, we sit down with Dr. Jackie Meyer, CPA and founder of TaxPlanIQ, to explore her extraordinary path—from early independence to building a thriving tax practice and tech platform. Through the lens of vulnerability as a life journey, Jackie opens up about the mental health challenges many professionals face as work and family blur together—and how she’s breaking the cycle of burnout. Tune in to hear how she created a life of purpose, set boundaries that stick, and found true success on her own terms.

Episode 162: Succeeding As A Family Business & Protecting Your Key Relationships With Krista Ryan

Fri, 23 May 2025 10:00:00 GMT

Krista Ryan, CEO and Founder of KfG Coaching LLC, shares her family’s multigenerational journey in the community banking industry—from her grandfather’s early role to her own leadership path. In this insightful conversation, Krista reveals key strategies for sustaining a successful family business and navigating leadership transitions. She also explores how unexpected life events impact our closest relationships and offers practical tips on showing up with intention and awareness.

Episode 161: If You Don't Know What You Don't Know, Where Do You Learn It With Carl Seidman

Fri, 09 May 2025 10:00:00 GMT

What happens when a career in finance is shaped not just by business acumen—but by the legacy of a physician father, a social worker mother, and the values of resilience, emotional intelligence, and relentless curiosity? In this episode, Amy Vetter interviews Carl Seidman, Owner of Seidman Financial, to explore his unexpected journey from pre-med student to trusted financial advisor. Carl shares how pivotal mentors, life experiences, and his own curiosity led him to uncover what it truly takes to succeed as a CFO. Now a business owner and educator, Carl reflects on the lessons he's learned and how he's helping others navigate their own paths in finance and leadership.

Episode 160: What Is Your Superpower With T.H. Irwin

Tue, 29 Apr 2025 10:00:00 GMT

Unlocking your superpower and creating genuine connections in a world often driven by isolation is an art, and T.H. Irwin, CEO of T.H. Experiences, has mastered it. In this episode, we dive deep into T.H.'s inspiring journey, exploring how her passion for community has fueled her entrepreneurial spirit and led her to craft impactful, signature Next Level experiences for women. From curating large-scale events with thousands of attendees to fostering intimate gatherings that empower and educate, T.H. shares her secrets to building safe spaces where women can connect, thrive, and realize they are never alone. Join us as we uncover the magic behind creating memorable moments and discover how finding the fun in being in other people's company can truly unlock your own hidden potential.

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Episode 159: Lead With Optimism: Inspire Others And Set The Bar For Success With Gary Thomson

Tue, 04 Mar 2025 11:00:00 GMT

Leading with optimism is the key to navigating uncertainty and inspiring lasting success. In this episode, Amy Vetter sits down with Gary Thomson, founder of Thomson Consulting, to discuss his journey from growing up in a ministry household to leading one of the top CPA firms in the U.S. Gary shares how his background shaped his leadership style, the challenges and benefits of firm acquisitions, and why vulnerability and openness are essential traits for impactful leadership. He also reflects on mentorship, navigating change in the accounting profession, and how leaders can inspire teams by setting the bar for success. If you want to lead with optimism, clarity, and purpose—especially in difficult times—this episode is packed with wisdom and actionable insights.

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Episode 158: Making No Decision Is A Decision: Lead By Being Decisive With Michelle Golden River

Tue, 18 Feb 2025 11:00:00 GMT

Being decisive is a powerful force, as even indecision is itself a decision. In this episode, Amy Vetter sits down with Michelle Golden River, a CPA firm growth and profitability strategist. Michelle's story is a testament to the power of being decisive, navigating challenges, and boldly redefining value in the accounting world. She shares her journey from an unconventional upbringing to a 30+ year career, focusing on the shift to worth-based pricing, clear communication, and recognizing one's value. She also stresses the importance of streamlining processes, understanding client needs, and boosting profitability and growth. With this in mind, now is the opportune moment to lead by being decisive!

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Episode 157: The Power Of Taking An Interest: Why It’s All About The Other Person With Elise Powers

Tue, 14 Jan 2025 11:00:00 GMT

Growing up with parents who emphasized the art of asking questions and truly listening, Elise Powers, Founder of Eleview Consulting, turned those lessons into a transformative career. In this conversation with host Amy Vetter, Elise shares how taking an interest in others became the cornerstone of her work. From building psychological safety to mastering active listening, this episode dives into the skills that drive authentic relationships and impactful leadership. Tune in for insights that can change how you connect, lead, and communicate.

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Episode 156: You Can Do Anything You Put Your Mind To With Randy Crabtree

Tue, 31 Dec 2024 11:00:00 GMT

Cultivate a growth mindset and achieve your full potential! Join Amy Vetter in this insightful episode as she welcomes CPA and entrepreneur Randy Crabtree. The Co-Founder and Partner of Tri-Merit Specialty Tax Professionals talks about his love for math and how it eventually led him to the world of tax accounting. Be inspired by his entrepreneurial journey as he shares how he navigated the challenges of building his own firm and overcoming burnout. Randy also speaks about the importance of continuous improvement for leaders, how he created a unique “team of friends,” and the power of believing that you can do anything you put your mind to.

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Episode 155: Work-Life Harmony Live Coaching Session With Andara Michael And Morgan Breland

Tue, 17 Dec 2024 11:00:00 GMT

Are you ready to create more work-life harmony and reduce overwhelm in your daily routine? Join Amy Vetter and B3 Method team members Andara Michael and Morgan Breland for a live coaching session packed with practical strategies and real-life examples. Using the free B3 Method workbook (download yours at www.businessbalancebliss.com), they guide you through a journey of self-discovery to identify your unique triggers for overwhelm and develop personalized coping mechanisms. Learn how to create more space for yourself, prioritize well-being, and achieve greater balance in all areas of your life. Don't miss this opportunity to gain valuable insights and start living a more fulfilling life!

Episode 154: Take The First Step: There Is No Time Like The Present With Alreen Haeggquist

Tue, 03 Dec 2024 11:00:00 GMT

Interview with Alreen Haeggquist, founder of Haeggquist & Eck, LLP in San Diego. We discussed her journey of childhood abuse and how taking the first step toward healing transformed her life, benefiting her family and future clients. Alreen opens up vulnerably about the difficulties she faced in being open to therapy initially and shares the courage it took to begin breaking free from the beliefs instilled by her parents. Through her deep inner work, she now serves as an inspiration, empowering others to take that crucial first step toward recovery, find their voice, and realize they are not alone.

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Episode 153: Be Intentional - Build Something That Doesn't Only Rely On You With Darren Root

Tue, 19 Nov 2024 11:00:00 GMT

If you can be intentional about your career choices, you can unlock extraordinary moments of transformation. In this episode, Amy Vetter sits down with Darren Root, Growth Strategist at Rightworks, to explore his journey from working at his father’s firm to building his successful practice. Darren shares how making intentional decisions guided him through the challenges of leaving the family business and launching a thriving independent venture. His honest and vulnerable account of the emotional process of letting go will resonate with anyone looking to take charge of their career. Get ready to learn valuable lessons and gain insights that inspire you to embrace your career aspirations with courage, determination, and intentionality.

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Transform Your Health & Energy: A 90-Day Journey to Vitality. Our program is designed to help you revolutionize your relationship with food, energy, and overall wellness.

Episode 152: Strategic Versus Tactical: Strategy Is More Than The Technical Expertise And Vision You Have With Jonathan Gardner

Mon, 21 Oct 2024 11:27:29 GMT

In this episode, we interview Jonathan Gardner as he shares his journey from a small-town upbringing to becoming an "international dealmaker." Jonathan dives deep into his personal story, detailing the challenges and successes he faced while pursuing his goals. We explore the key distinctions between strategic versus tactical approaches in his career and how they shaped his path to success. Tune in to hear the valuable lessons Jonathan learned along the way and how his perspective on strategy evolved through his experiences.

Are you ready to transform your life? Download my free Work-Life Harmony Workbook to start your Journey to Business, Balance, and Bliss.

Episode 151: When You Follow Your Purpose, The Hustle Is Worth It With Alan Stein Jr.

Tue, 17 Sep 2024 10:00:00 GMT

In this episode, we discuss how Alan Stein Jr.'s parents were an influence on his future career by their example of following their purpose and helping him understand the value of earning money. Alan shares his journey of combining his love for basketball, performance training, and educating others, which has allowed him to enjoy his work every day, despite the challenges he faces along the way.

Love the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast

Transform Your Health & Energy: A 90-Day Journey to Vitality. Our program is designed to help you revolutionize your relationship with food, energy, and overall wellness.

Episode 150: Creating Work Life Harmony: Being Intentional About Time Management

Thu, 29 Aug 2024 10:00:00 GMT

Do you feel you do not have enough time in your day? Amy covers actionable steps that you can take to better control your calendar and your day in this episode. Be ready to dig deep and unlock what you can control and can't control in your day and develop a plan of action to create more space and fulfillment in your day.

Love the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast

Are you ready to transform your life? Download my free Work-Life Harmony Workbook to start your Journey to Business, Balance, and Bliss.

Episode 149: Creating Work-Life Harmony: Overcoming Overwhelm

Tue, 20 Aug 2024 10:00:00 GMT

Amy Vetter covers actionable steps you can take to overcome the feeling of overwhelm. Be ready to be open and listen to the messages that arise for you when facing overwhelm to achieve work-life harmony like never before.

Transform Your Health & Energy: A 90-Day Journey to Vitality. Our program is designed to help you revolutionize your relationship with food, energy, and overall wellness.

Episode 148: Being One Whole Person: Building Human Resiliency To Be Your Favorite Self Wherever You Are With Dr. Robyne Hanley-Dafoe

Tue, 06 Aug 2024 10:00:00 GMT

Ready to unlock the secrets of resilience and handle anything life throws your way? Join this episode as Amy Vetter sits down with Dr. Robyne Hanley-Dafoe, an award-winning author and scholar, who takes us on an inspiring journey through her life and research. From overcoming personal hardships and a transformative car accident to transitioning from a high school dropout to a university professor, Dr. Hanley-Dafoe shares her powerful insights on resilience, career transitions, and balancing personal and professional roles. Discover her five key findings on human resilience and learn practical strategies for thriving amidst change and stress, all while exploring the vital importance of belonging, perspective, acceptance, hope, and humor.

Are you ready to transform your life? Download my free Work-Life Harmony Workbook to start your Journey to Business, Balance, and Bliss.

Episode 147: Seek Out Good People In Your Life And Be That Person To Others With Daniel Lemin

Tue, 23 Jul 2024 10:00:00 GMT

During this interview, we discussed Daniel's background, upbringing, and career path, including his experiences in show choir, his passion for water, and his shift to business and communications. We delved into his journey in digital communications, the importance of social media for organizations, the value of understanding and connecting with their target audience, and the importance of seeking good mentors and helping others.

Transform Your Health & Energy: A 90-Day Journey to Vitality. Our program is designed to help you revolutionize your relationship with food, energy, and overall wellness.

Episode 146: Innovate And Automate By Nurturing One Person Simultaneously With Michael Mazza

Tue, 09 Jul 2024 10:00:00 GMT

Before you innovate and automate your business, you should start nurturing people to unlock their potential. During this interview with Michael Mazza, a shareholder at Detweiler, Hershey & Associates, we discussed his career and path to the accounting profession. We focused on his journey to bring his vision to reality by sharing it with his Partners and Team. Learn how he has navigated change and what his insights have been to keep growing as a practice and a Partner. Today’s episode brings invaluable insights for individuals looking to navigate change and implement new visions within their organization. Join us today to see the power of nurturing people in achieving innovation and growth.

We are honored that Jirav sponsored this episode. Drive efficient growth in your accounting and finance practice with Jirav’s all-in-one forecasting, budgeting, reporting, and dashboarding solution. Jirav automates financial planning and analysis and empowers firms to triple their advisory revenue by integrating general ledger, workforce and non-financial data, . As the preferred solution provider of CPA.com, Jirav is trusted by over 4,000 businesses and firms, thanks to our exceptional platform, training, and support. To learn more about Jirav and their accounting firm partner program, visit jirav.com

Love the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast

Are you ready to transform your life? Download my free Work-Life Harmony Workbook to start your Journey to Business, Balance, and Bliss.

Episode 145: Workplace Transformation Is Not An "Elongated Harvest", It Takes Time And Patience With Chet Buchman

Thu, 27 Jun 2024 14:01:00 GMT

Workplace transformation is not an 'elongated harvest' — it takes time and patience. In this compelling episode, we sit down with Chet Buchman, the Managing Partner of Swindoll, Janzen, Hawk & Lloyd LLC. Growing up in a small agricultural town with fewer than 500 people, Chet’s journey to leading a flourishing firm in Wichita, Kansas, is a testament to perseverance and vision. Chet shares his remarkable story of transitioning his firm from a grueling 52-hour workweek to a more balanced 45 hours, illustrating the commitment and strategic foresight required for such a transformation. Tune in as we explore groundbreaking initiatives like the 'Path to 45' and 'First 15 Reading Program,' which have significantly enhanced both the firm's culture and the well-being of its employees. This conversation is a masterclass in balancing ambitious career goals with personal fulfillment, the lasting impact of mentorship, and the power of small, intentional changes in creating a balanced and meaningful life.

Love the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast

Transform Your Health & Energy: A 90-Day Journey to Vitality. Our program is designed to help you revolutionize your relationship with food, energy, and overall wellness.

Episode 144: Being Good To Becoming Elite In Selling Takes Practice And A Process With Paul Caffrey

Tue, 11 Jun 2024 10:00:00 GMT

Being good at selling may be great, but becoming elite in selling is much better! Like many entrepreneurs, you also wanted to achieve an elite status in your field. In today's episode, Paul M. Caffrey, Co-Author of The Work Before The Work, shares his journey from being a scientist to a top salesperson. We learn how to use the scientific process during research and experiments to go from good to great in selling to your prospects. Paul reveals the elite sellers' proven preparation techniques, habits, and routines. Whether you're a seasoned salesperson looking to take your skills to the next level or a new professional eager to excel, this episode is for you! Join Paul Caffrey to unleash your sales elite potential today.

We are honored that FloQast sponsored this episode. FloQast is a provider of close management software created by accountants for accountants to help them close faster.

Learn more here: https://floqast.com/

Are you ready to transform your life? Download my free Work-Life Harmony Workbook to start your Journey to Business, Balance, and Bliss.

Episode 143: No Limits: Uncover That "Thing" You Do That Is SUPER Extraordinary! With Jeff Gibbard

Tue, 07 May 2024 10:00:00 GMT

What does it take to live a life with no limits? The answer is lies in tuning in to the thing that makes you unique, your potential greatest contribution to the world – your superpower. In this episode, we interview Jeff Gibbard, the Author of The Lovable Leader, a professional speaker, and the founder of several companies including Super Productive, and The Superhero Institute. We discuss how his upbringing with his father being a funeral director and a mother that was tech savvy influenced his own journey as a creative entrepreneur and strategist. Jeff also talks about the vision behind his brand and why he calls himself a Superhero. Tune in and find out!

Love the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast

Transform Your Health & Energy: A 90-Day Journey to Vitality. Our program is designed to help you revolutionize your relationship with food, energy, and overall wellness.

Episode 142: Let Your Geek Flag Fly: Find What You Love To "Nerd Out" On With Martin Zych, Jirav

Tue, 23 Apr 2024 10:00:00 GMT

Forget everything you think you know about productivity hacks. Today, we're diving deep into the unexpected habits of wildly successful people with Martin Zych, Founder and Chief Customer Experience Officer for Jirav. From weird sleep schedules to unconventional workspace setups, get ready to discover the surprising secrets that could unleash your inner nerd and unlock your hidden potential.

Drive efficient growth in your accounting and finance practice with Jirav’s all-in-one forecasting, budgeting, reporting, and dashboarding solution. Jirav automates financial planning and analysis and empowers firms to triple their advisory revenue by integrating general ledger, workforce, and non-financial data. As the preferred solution provider of CPA.com, Jirav is trusted by over 4,000 businesses and firms, thanks to our exceptional platform, training, and support.

To learn more about Jirav and their accounting firm partner program, visit jirav.com.

Important Links:

https://www.jirav.com/

https://www.linkedin.com/in/martinzych/

https://www.linkedin.com/company/jirav

https://twitter.com/GoJirav

https://www.facebook.com/GoJirav/

https://www.instagram.com/gojirav/

Love the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast

Are you ready to transform your life? Download my free Work-Life Harmony Workbook to start your Journey to Business, Balance, and Bliss.

Episode 141: Your Past Does Not Dictate Your Future With Ford Saeks

Tue, 19 Mar 2024 10:00:00 GMT

Your past does not dictate your future. It is for you to decide which pieces fit in your journey and which ones to let go. Amy Vetter interviews Ford Saeks, CEO of Prime Concepts Group, Inc. During the interview, they discuss Ford’s journey from foster care to being a serial entrepreneur. They uncover the belief systems he found no longer served him in the present, recounting with candidness and authenticity the pivotal moments from his ventures and the invaluable lessons he learned along the way. Join this episode as Ford imparts wisdom on financial management, leadership evolution, and the transformative power of personal accountability. Through his narrative, you are not only inspired but equipped with the tools to navigate your own entrepreneurial odyssey in an ever-evolving landscape. Tune in and embark on a journey of self-discovery and limitless potential with Ford Saeks.

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Transform Your Health & Energy: A 90-Day Journey to Vitality. Our program is designed to help you revolutionize your relationship with food, energy, and overall wellness.

Episode 140: The Path Of Observation To Understand Who You Truly Are With Sofie de Vreese

Tue, 05 Mar 2024 11:00:00 GMT

Seize ownership of your life, prioritize what truly matters to you, and bravely embark on the journey that may initially seem daunting—because it's that very first step that paves the way to a more gratifying existence. In this compelling episode, Sofie de Vreese, Head of Strategy and Partnerships for APAC at Expensify, unveils her odyssey of self-discovery, challenging ingrained beliefs to forge a path of authenticity. The pivotal questions you pose to yourself serve as a gateway to unveiling your genuine self. Sofie's insightful approach guides you in dismantling barriers and amplifying your self-listening. Tune in to this episode, join Sofie, and chart your course toward authenticity. Let's shatter limiting beliefs and wholeheartedly embrace our true selves.

We are honored that Expensify sponsored this episode. Expensify is a payment super-app that helps individuals and businesses simplify the way they manage money. More than 12 million people use Expensify’s free features, which include corporate cards, expense tracking, next-day reimbursement, invoicing, bill pay, global reimbursement, and travel booking, all in one app.

To learn more about how Expensify can help save you time to focus on what really matters, check out use.expensify.com/spend-management.

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Are you ready to transform your life? Download my free Work-Life Harmony Workbook to start your Journey to Business, Balance, and Bliss.

Episode 139: Resilience, Grit & Communication Can Get You Through the Ups & Downs with Sarah Acton from BILL

Tue, 20 Feb 2024 16:00:00 GMT

Resilience, grit, and communication are your pillars to get through the greatest tribulation you will face, especially in business. Taking those pillars in your business will make a great difference in running it and making sure it succeeds. In this episode, Sarah Acton, the Chief Marketing Officer at BILL, shares the lessons she learned from her curious mother and a business owner's father. She reveals the value of resilience, grit, and communication when things take a drastic turn. Sarah brings a wealth of wisdom in this episode. Learn from her today!

To learn more about BILL and their Accountant Partner Program, please visit bill.com/for-accountants.

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Transform Your Health & Energy: A 90-Day Journey to Vitality. Our program is designed to help you revolutionize your relationship with food, energy, and overall wellness.

Episode 138: Remain Optimistic: Be a Multiplier and Focus on Progress with Linda Wedul

Tue, 05 Dec 2023 11:00:00 GMT

To succeed, embrace optimism, focus on progress, and be a multiplier of strengths. Celebrate small victories, collaborate relentlessly, and believe in the glass being half full. We have Linda Wedul, CEO of the Minnesota Society of CPAs, here to talk about resilience, leadership, and adapting to uncertainty. She shares her journey from growing up on a farm in North Dakota, where she learned to work hard and be resilient at a young age. She shows the importance of adapting and learning throughout her father's diverse career and her own unexpected changes. Linda's professional journey included facing unexpected challenges and constantly learning. She was influenced by two books on leadership: "The Multiplier Effect" and "The Progress Principle”, with which she shares her favorite lessons from today. Tune in now and learn how to look at a glass as “half-full”.

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Are you ready to transform your life? Download my free Work-Life Harmony Workbook to start your Journey to Business, Balance, and Bliss.

Episode 137: In Between It All Is The "Imagination Gap" With David Barrett CEO Of Expensify

Tue, 24 Oct 2023 10:00:00 GMT

Computer programmers may have the best ideas in their minds, but they are worthless if they cannot communicate them clearly to other people. David Barrett, CEO of Expensify, joins Amy Vetter to share how to cross the imagination gap by being an excellent communicator both verbally and on paper. He looks back on falling in love with computer programming at the age of six and the story behind the genesis of Expensify. David also discusses the secret of his career success, detailing how to stay positive despite the negativities he faced along the way, the importance of humility in leadership, and the power of framing success regardless of other people’s expectations.

To learn more about how Expensify can help save you time to focus on what really matters, check out use.expensify.com/spend-management.

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Transform Your Health & Energy: A 90-Day Journey to Vitality. Our program is designed to help you revolutionize your relationship with food, energy, and overall wellness.

Episode 136: Live A Life Of Gratitude And Abundance With Roger Knecht

Tue, 17 Oct 2023 10:00:00 GMT

What does it look like when you live a life of gratitude and abundance? In this interview with Roger Knecht, President of Universal Accounting Center, we discuss his humble upbringing and how he always appreciated what he had without envy of others. This trait has helped him as a leader and father to ensure he is always grateful and trusting of the people around him rather than looking for competition or being jealous. Roger also shares how he navigates into his role creating a self-sustaining, living, and breathing business that works autonomously. To wrap up the conversation, he mentions that you’re blessed when you approach life with an attitude of gratitude and abundance. If you want to be in a place where you get blessed, tune in to this inspiring episode, and, together, we’ll celebrate each other’s wins.

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Are you ready to transform your life? Download my free Work-Life Harmony Workbook to start your Journey to Business, Balance, and Bliss.

Episode 135: Feeling It Out Versus Figuring It Out With Amy Eliza Wong

Tue, 03 Oct 2023 10:00:00 GMT

Most people from all walks of life tend to be dissatisfied and question the life they're leading, keeping them from living with profound happiness. That hole in their lives should be filled to help them find the path toward Living on Purpose. In this interview, Amy Eliza Wong, a Conversational Intelligence Expert, discusses her journey of being aware of the power of the mind since she was young and how her people-pleasing tendencies took her down a path she needed to recover from. She talks about the conscious versus unconscious actions we take, effort versus action to help someone in need, and releasing yourself from the "shoulds" in life that lead to unhappiness. Combining her experiences with aspects of social neuroscience, Amy brings insight to lead people back into living with happiness. So, why don't you stop figuring life out and instead feel it out? Tune in to this conversation to free yourself from the vacuum of dissatisfaction.

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Transform Your Health & Energy: A 90-Day Journey to Vitality. Our program is designed to help you revolutionize your relationship with food, energy, and overall wellness.

Episode 134: During The Learning Process: Stay Low Before Reaching High With Lindsay Wheeler

Tue, 19 Sep 2023 10:00:00 GMT

Success isn't about how high you climb; it's about how well you balance the ascent with the life you love. Join us for an inspiring conversation with Lindsay Wheeler, Strategic Sales Director at BILL and a passionate advocate for work-life balance. Lindsay shares her pivotal experiences, from her early days learning to navigate the complexities of the sales industry to her current role in a cutting-edge technology company. Throughout her remarkable journey, Lindsay learns the most valuable lesson of achieving success without compromising your personal life. She emphasizes the importance of effective time management, maintaining a strong work ethic, and fostering open communication, both at home and in the workplace. Tune in to learn how to stay low during the learning process and reach great heights in your career, all while maintaining a balanced and fulfilling life.

To learn more about BILL and their Accountant Partner Program, please visit bill.com/for-accountants.

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Are you ready to transform your life? Download my free Work-Life Harmony Workbook to start your Journey to Business, Balance, and Bliss.

Episode 133: Trust The Process To Be Ready For Your Next Opportunity With Zach Greenwald

Tue, 05 Sep 2023 10:00:00 GMT

There will always be new things to learn in life and new chances to level up yourself. In order to grab that next opportunity, you have to regularly practice, hone your craft, and improve yourself. In this episode, Amy Vetter interviews Zach Greenwald from Expensify. Together, they discuss how training to be a pro hockey player when he was younger has helped him try new things and put himself out there as an adult. Zach shares how he found a big break as a DJ, doing constant trial and error to improve his mixes. He also explains how to find comfort outside your comfort zone, the benefits of courageously showcasing yourself, and facing rejection with an open mind.

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Transform Your Health & Energy: A 90-Day Journey to Vitality. Our program is designed to help you revolutionize your relationship with food, energy, and overall wellness.

Episode 132: Disconnect To Connect: Tap Into The Power Within You To Create The Life You Desire

Tue, 15 Aug 2023 10:00:00 GMT

Amy Vetter reads from her new book, Disconnect to Connect: Tap Into the Power Within You to Create the Life You Desire. For the Official Audiobook release, Amy has a free gift to listeners of the first chapter.

Have you found yourself receiving similar feedback in each job you have? With each boss you report to? With friends? With those you love? It is human nature that when we are unhappy with an outcome, we blame the outside world for the circumstances. Check out this great listen!

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Are you ready to transform your life? Download my free Work-Life Harmony Workbook to start your Journey to Business, Balance, and Bliss.

Episode 131: Get In Your "Zone" Of Leadership: Envision What Doesn't Exist with Allan Koltin

Tue, 08 Aug 2023 10:00:00 GMT

Interview with Allan Koltin, CEO of the Koltin Consulting Group. In this episode, we discuss how he learned relationship building and got into his zone of leadership by watching his parents, who worked in hospitality and real estate industries. He breaks down the skills needed to achieve the success he has had through his childhood, being the number one chess player in the country and an accomplished basketball player. We also discuss the lessons that he has learned to take the pivots in his career to envision what is possible and help others see their vision as well.

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Transform Your Health & Energy: A 90-Day Journey to Vitality. Our program is designed to help you revolutionize your relationship with food, energy, and overall wellness.

Episode 130: Leading With Significance: Be Intentional To Help Others With Joey Havens

Tue, 25 Jul 2023 10:00:00 GMT

What will elevate your team’s performance that goes unparalleled against others? Today, Joey Havens, a Managing Partner of Strategic Growth at HORNE, shares the importance of the lessons he learned from his parents of work ethic and faith that have been the backbone of his success as a leader. He shares his insights, failures, and growth from his experience leading HORNE LLP’s transformation in their performance. Joey also shares key tips in leadership that he has found that help people to see their full potential and what is possible. Would you want to chase money and power or impact people’s lives by Leading with Significance? Tune in now and chase which greater value will bring into your business and life.

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Are you ready to transform your life? Download my free Work-Life Harmony Workbook to start your Journey to Business, Balance, and Bliss.

Episode 129: The Costanza Experiment: Do The Opposite Of Your Instincts With Anuradha Muralidharan

Tue, 11 Jul 2023 10:00:00 GMT

The belief systems passed down from generation to generation can become a critical factor in your success. Today, Anuradha Muralidharan, Chief Operating Officer of Expensify, shares that belief system about women and how she works around it to drive them to succeed. Her instincts weren’t going where she wanted to be, so Anu introduced the Constanza Experiment, where she assesses her choices and experiments in making uncomfortable changes which led her to success. No matter how drawn you are to your instincts, if it does not lead you to success, learn to turn around and take the opposite path. Learn more from Anuradha’s success formula today!

To learn more about how Expensify can help save you time to focus on what really matters, check out use.expensify.com/spend-management.

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Transform Your Health & Energy: A 90-Day Journey to Vitality. Our program is designed to help you revolutionize your relationship with food, energy, and overall wellness.

Episode 128: Redefining Boredom As Gaining Patience With Scott Scarano

Tue, 06 Jun 2023 10:00:00 GMT

In this day and age of hustling, boredom is seen as a plateau that runs counter against success. But what if we reframe our mindset towards feeling bored with our careers and see it as a moment to explore ourselves without all the rush and bustle of this competitive world? Redefining boredom in this episode is Scott Scarano. Scott is the Founder of his own accounting practice, Accounting High. During this interview, he sits down with Amy Vetter to talk about how boredom teaches us to gain patience—which plays an important role in any creative or entrepreneurial act. Scott also shares his upbringing being a part of a family of entrepreneurs and what he learned from them, particularly on how egos get in the way. Making space for his creative heart, he talks about the need for performance and building that into your career later on. Plus, Scott and Amy discuss Amy’s new book, Disconnect to Connect. They dive deep into the lessons from the book and reflect on the importance of never losing creativity in what you do to create the life you desire. Tune in now to hear more of Scott’s personal growth lessons that have helped him as a business owner and also his personal life.

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Are you ready to transform your life? Download my free Work-Life Harmony Workbook to start your Journey to Business, Balance, and Bliss.

Episode 127: More Is Not Necessarily Better: Accept Life As It Is With Allen Lloyd

Tue, 23 May 2023 10:00:00 GMT

True strength lies in embracing the realities of life, for it is through accepting life as it is that we find the power to overcome and grow. In this episode, we sit down with Allen Lloyd, Exec Dir of the Montana Society of CPAs, for a heartfelt conversation. Discover how his humble upbringing in a small town instilled in him the power of accepting life as it is. Allen shares the important leadership lessons he had while working as an Exec Assistant to top CEOs and partners. These experiences helped him become a remarkable individual today. Tune in for an inspiring episode that celebrates curiosity, resilience, and personal growth.

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Transform Your Health & Energy: A 90-Day Journey to Vitality. Our program is designed to help you revolutionize your relationship with food, energy, and overall wellness.

Episode 126: The 20% You Love To Do: Find The Deeper Appreciation Of Your Work With Daniel Hood

Mon, 08 May 2023 10:00:00 GMT

We’re never going to love 100% of what we do today. A lot of us have dream careers, but for one reason or another, it what you may have expected may not be exactly what you get. But if you could identify just 20% of what you do that you really love, then that’s all it takes to set you up for a purposeful life and career. This powerful message is brought to us by Daniel Hood, Editor in Chief of Accounting Today. In this episode he shares stories about his parents that have had the impact on who he is today. He discusses how observing why you do what you do can provide you greater clarity into what you love about your work and how to adjust as a leader to bring out the best in the people around you. Join in and learn how you can find deeper appreciation of the work that you do and how you can make little tweaks in the things that aren’t exactly your favorite things to do so you can bear with them a little bit better.

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Are you ready to transform your life? Download my free Work-Life Harmony Workbook to start your Journey to Business, Balance, and Bliss.

Episode 125: Always Remember What Drives And WHY You Do What You Do With Vickie Hoffman

Tue, 21 Feb 2023 11:00:00 GMT

Vickie Hoffman, Superintendent of Triad Schools, joins us in this episode to talk about her upbringing in a small rural town and the impact of bullying in school. Being the first daughter of teenage parents, she overcame adversity and poverty and completed her college education. Now, she is achieving her dream of helping other children to avoid experiencing what she went through in school.

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Episode 124: Create A Positive Environment Where You Appreciate The People Around With Cheryl Taylor

Tue, 31 Jan 2023 11:00:00 GMT

There is no denying the impact of our environment on the kind of person we become. Often, it is from a positive environment that we are allowed to grow and become successful. This episode’s guest knows this to be true. In today’s show, Amy Vetter sits down with Cheryl Eidinger-Taylor, the President and COO of ERA Key Realty Services. Together, they discuss how the example of hard work in Cheryl’s family led her to create success in the organization she has today. She also talks about the importance of getting present in order to create a better experience for those around her.

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Episode 123: Be Yourself And Become More Of Yourself With Karine Elsen

Tue, 17 Jan 2023 11:00:00 GMT

Succeeding in the corporate world is not about letting go of your passions or completely changing your personality. To enjoy genuine success, you must be able to be yourself and become something even bigger than that. In this interview with Karine Elsen, VP of Partner Marketing for Avalara, she discusses her journey from growing up in Belgium to coming to the US as an adult. Listen as she talks about unleashing her inner soul of breaking the rules, coping with massive cultural shifts, and going beyond expectations while keeping her authenticity. Karine also explains how her life stories have helped her lead people through change and feel safe in this complicated process.

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Episode 122: It Takes A Village: Culture, Teamwork & Your Network Is Key With John Rizzo

Tue, 03 Jan 2023 11:00:00 GMT

You cannot achieve business success if you do everything on your own. If you truly want to grow a profitable and powerful venture, you need the right people at your side. In this episode, John Rizzo, Managing Partner of RDG+ Partners, tells his story of being an athlete and how his mother’s influence helped him along his career path. He shares gold nuggets with Amy Vetter on how to make the most of your network, build a stronger team, and create the right culture. Tune in as he breaks down how all of these are essential to upscaling your business, requiring you to connect with the best individuals out there.

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Episode 121: Find An Activity That Brings You Joy To Bring Your Best Self To Work With Michael Horwitz

Tue, 13 Dec 2022 11:00:00 GMT

Work is, well, work. It’s hard to feel so positive about waking up early in the morning to perform tasks and hand in deliverables. But being your best self at work actually has its personal benefits. So how can we find the joy or motivation to bring our best selves to work? In this episode, we are joined by Michael Horwitz, Executive Director of BDO Alliance, who shares his career journey, his father’s work ethic that contributed to his success, and how he and his wife have found activities to make their lives well-rounded and achieve success in every aspect. Tune in and learn how you, too, can find what activity can inspire you to be your best self to work and have a more well-rounded life!

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Episode 120: Being Coachable: What It Takes To Provide And Receive Constructive Feedback With Melissa Pritchard

Wed, 30 Nov 2022 02:31:40 GMT

We can't know everything about ourselves. Sometimes, it takes others to point out the things we could improve. That is why when constructive feedback, done from the right place, is given, it molds us to become better versions of ourselves. Melissa Pritchard, Senior National Sales Manager for Avalara, has valued this in her life. Growing up as a gymnast, she learned how hard work and constructive feedback helped her as an Olympic hopeful and as a parent raising kids who played college sports and basketball professionally. She has also taken these lessons as a business leader, creating a culture of care for individual and team success. In this episode, Melissa sits down with Amy Vetter to share her journey and the lessons that shaped her as a leader. So follow along in their conversation to not miss out!

Show Notes:

We are honored that Avalara sponsored this episode. Learn more here: https://www.avalara.com/us/en/index.html

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Episode 119: Focus On What You Are Good At: Be Curious And Try New Things With Liz Scott

Wed, 26 Oct 2022 10:00:00 GMT

One thing that sets many entrepreneurs apart from the crowd is their willingness to try new things. Liz Scott, Owner of Liz Scott Consulting LLC, is one such person. She considers herself a thrill-seeker who never ceased being curious throughout her career. In this interview, she talks about her beginnings in Oklahoma and how she learned to overcome her limitations and take risks, be adventurous and learn what she was good at. Those lessons helped her to eventually tap into her entrepreneurship strengths and run multiple businesses with the confidence that she will succeed. Join in and pick up some lessons from Liz’s journey.

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Episode 118: The Learning Process Is All About Curiosity, Hand Raising And Mindset With Liz Armbruester From Avalara

Tue, 04 Oct 2022 10:00:00 GMT

Change is constant, and management plays a significant role in affecting or influencing shifts in an organization. In this episode, Liz Armbruester, the SVP for Global Compliance at Avalara, joins Amy Vetter to discuss what it takes to innovate from the little things to big initiatives. They also go over what the process of learning is, and how to get everyone involved and excited when dealing with change management in an organization.

Did you know that 52% of accounting practitioners, large and small, still rely on spreadsheets and manual processes for sales tax compliance? Using Avalara’s award-wining technology, you can move your accounting practice to the 21st century and start or grow a CAS or tax compliance service line. The Avalara for Accountants automation platform helps accounting service providers of all sizes grow their service offerings with sales tax prep and filing, transfer pricing, tax research, business license management and more. Scale your practice efficiently, with award-winning automation that brings efficiency and accuracy to sales tax compliance, while reducing risks for your practice and your clients.

To learn more contact Avalara at Accountants@Avalara.com, or visit them at Avalara.com/Accountants.

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Episode 117: Look Inside Yourself And Find Your Own Path With Kimberly Reed

Tue, 20 Sep 2022 10:00:00 GMT

Most of the time, people set their expectations based on one's current situation. They form preconceived notions about your possibilities according to where you are at the moment as if there's nowhere else to go. But with a little bit of confidence and hard work, you can break those limiting beliefs. In this episode, Kimberly Reed tells her story of a childhood that was dependent on food stamps and not having much else, to how she overcame her past to create a future of her own that included family and a successful career as Director and Vice President of the Project Management Office for Dollar Bank. So tune in and get inspired to find your own path for a better future.

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EP 116: Who You Are When You Begin Is So Far From What You Will Be One With Heather Satterley

Tue, 06 Sep 2022 10:00:00 GMT

Who you are in the beginning of your life is not who you’ll be in the future. You will change as you grow. Your interests will be different. What you thought was boring as a kid might not be boring anymore. In fact, it might actually be your career. In this episode, Amy Vetter talks to Heather Satterley about her journey from beginning as an actress to becoming a successful CPA and entrepreneur. Heather is a CPA and the Founder of Satterley Training & Consulting, LLC. Discover more about her career path and what she learned from each career. Also learn some of the lessons her parents have taught her and how you can put those into practice today! Start finding what you love doing today!

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Episode 115: Work Hard: Nothing Is Unachievable With Sona Akmakjian

Tue, 09 Aug 2022 10:00:00 GMT

You can thrive in your career without sacrificing big things in your life. You have to remember what’s most important for you, work hard, and focus on your goals in different areas of your life. Join your host Amy Vetter as she sits down for an insightful conversation with the Global Head of Strategic Accounting Partnerships for Avalara, Sona Akmakijian, about working hard and achieving dreams. They discuss Sona’s beginnings as an immigrant from Armenia, how the life lessons she learned from her parents have carried on to work she does today, and the importance she places on family. In this episode, Sona discusses how she set boundaries around her career and how she overcame the guilt of leaving her children so she could excel professionally.

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Episode 114: Intentional Succession: Take It Seriously And Have A Plan With Grace Horvath

Tue, 12 Jul 2022 10:00:00 GMT

A promotion is both an opportunity and a responsibility. And it is never without challenges. In today’s interview with Grace Horvath, President and CEO of CPAmerica, we discuss what it takes to create an intentional succession plan for leadership. She shares some important tips on transitioning not only yourself but also your replacement, and how coaching and feedback can help you become successful in your new role. Tune in and learn how you can be more intentional in your succession planning!

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Episode 113: If You Say You Are Going To Do Something, Make It Happen With Lauren Fitch

Tue, 05 Jul 2022 10:00:00 GMT

Claim that power to attain the goals you have always dreamed of for yourself. You can make it happen as long as you believe in yourself and work harder than ever! Join your host Amy Vetter for an interview with Lauren Fitch, COO of Hannis T. Bourgeois, LLP. In this episode, they discuss her drive and determination to become a lawyer against all odds and how her career pivoted based on economic conditions that created a career she could have never imagined. Lauren emphasizes the beautiful results of self-confidence, improving your skill sets, understanding yourself, and learning how to adapt to change. She also discusses tips on overcoming obstacles and being organized through collaborative tools. Tune in to embrace a mindset that will help you take your life to the next level.

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Episode 112: Have Faith: Walk By Faith And Not By Sight With Angela Collie

Tue, 28 Jun 2022 10:00:00 GMT

We live in a world full of distractions. Sometimes, while on our way towards our goals, we get sidetracked and see only what's in front, forgetting about what we're working on in the first place. Amy Vetter's guest for this episode tells us the value of having faith, walking by it and not by sight. Amy sits down with Angela Collie, CPA, CEO of AFC CPA Accounting and Tax Services. In this interview, they discuss the importance of having faith and the belief that you can accomplish anything you put your mind to. Angela takes us across her journey of beginning her business and creating client advisory services, injecting the power of faith as she continues the path to achieving her goals and helping people fulfill their needs.

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Episode 111: You Don't Need To Be Superhuman: Create The Boundaries You Need Between Work And Life With Bonnie Stewart

Tue, 21 Jun 2022 10:00:00 GMT

In our hustle culture today, setting the boundary between work and life has been increasingly challenging. However, our guest in this episode says, you don’t need to be superhuman! Don’t be so hard on yourself. Amy Vetter interviews the CEO of the Connecticut Society of CPAs, Bonnie Stewart. Together, they discuss the impact Bonnie’s father, family, and Executive Coach had on her development as a leader and advocate. She then shares insights on how acknowledging your limitations, setting boundaries, and prioritizing can make a much more balanced and fulfilling life. You can still be good at everything and still have balance if you stop being so hard on yourself. Don’t miss out!

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Episode 110: Creating A CAS Plan Means Being Entrepreneurial And Agile With Jodi Bieber & Brian Long

Tue, 14 Jun 2022 10:00:00 GMT

In today’s business landscape, Client Advisory Services (CAS) is a fast-growing area. But what does it take to create a next-level CAS practice? Today, Brian Long and Jodi Bieber from JC & Company join Amy Vetter to discuss their journey as a practice and developing a new service line, what mindset it takes to create a CAS practice, and how to continue to grow and scale.

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Episode 109: Get Involved And Give Back To Your Community With Jeremy Parsons

Tue, 07 Jun 2022 10:00:00 GMT

Jeremy Parsons has spent many years as a high school teacher and coach before achieving his childhood dream of becoming a Fair Manager. Today, we interview Jeremy about his family background of volunteerism in the community and how it led to his love of the Fair and creating a career that fulfills him.

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Episode 108: You Are One Of Us: Reaching Out And Supporting Others With Mark Koziel

Thu, 02 Jun 2022 10:00:00 GMT

A big part of leadership involves reaching out and supporting others. We learn this today from Mark Koziel, CPA, CGMA, and President and CEO of Allinial Global. In this episode, he talks about the importance of mentors in his life to help him navigate his career and what he learned from them that he uses as a leader today. When his parents divorced, he realized that he was always looking for a father figure in every place and work he went. He considers those father figures as his mentors, which is why he was able to achieve where he is today. Join us to know more about managing a company, taking care of your people, and prioritizing your customers.

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Episode 107: Doing Business Can Be A Retreat: Don't Take Yourself Too Seriously With Sheri Muntean

Mon, 23 May 2022 10:00:00 GMT

When we take ourselves too seriously, we lose the joy of doing business. Amy Vetter welcomes Sheri Muntean, a Certified Public Accountant and Managing Partner of Shamballa Centre. Sheri talks about how doing business can be a retreat because it's a conscious choice. You don't have to be doing what you do, but you choose to do it. And you had your reasons. Here's the key: it's when you own your choice that you feel empowered. Another secret? Enrich yourself by having a genuine connection to the community you built. Tune in!

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EP 106: Being A Leader Means Being Open, Honest And Real With James Metzler

Sat, 14 May 2022 10:00:00 GMT

What exactly does being a leader entail? We find out from this interview with James Metzler, CPA, CGMA and founder of the Metzler Advisory Group. James has been coaching and helping emerging leaders and partners to develop the leadership skills they need to be successful in a CPA practice. During this interview, he talks about his journey to becoming a CPA, the pivots he took during his career, the importance of a 360, and the lessons we learn as leaders when we are open to the process. Find out his inspiration and what keeps him motivated in this episode by staying tuned!

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Episode 105: B3 Break 24: Saying No

Mon, 04 Apr 2022 10:00:00 GMT

Does looking at your calendar make you feel stressed? Are you constantly worried about the number of meetings you have yet to attend? In today’s B3 Break, take two minutes to change your mindset around the word “no.” Amy Vetter is here to help you step back, look at your calendars, and determine the things you should prioritize more. Listen in and discover how saying no can be the healthiest thing you do for yourself and those around you.

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Episode 104: Take The Risk: You Only Live Once With Cigi England

Mon, 28 Mar 2022 10:00:00 GMT

Starting a business is all about taking a risk. In this episode, Cigi England chats with Amy Vetter about how she took the chance and left her corporate job to now run two businesses. Cigi is the founder of Cigi's Boutique, a fashion store, and The Exceptional Bean, a not-for-profit coffee shop that centers on helping employ individuals with special needs. She found a way to pursue her passion and serve the community. Listen in to learn more about Cigi's journey and stay tuned as she offers tips and advice for aspiring entrepreneurs or anyone looking to venture out and chase their dreams.

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Episode 103: Setting Boundaries: The Key To Success And Wellness With Dino Confalone

Mon, 21 Mar 2022 10:00:00 GMT

Many families choose to immigrate to the United States because of the opportunities it has to offer. However, success and wellness will only come to you if you take care of every relationship you have. Amy Better is joined by Dino Confalone, Realtor and Immediate Past President for the Greater Boston Association of Realtors®. In their conversation, they discuss how Dino's immigrant grandparents and parents shaped him into the skilled realtor he is today. He shares tips on pivoting your life, getting rid of toxic connections, and taking a much-needed break to create the ultimate success you desire.

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Episode 102: B3 Break 23: Slow Down to Speed Up

Mon, 14 Mar 2022 10:00:00 GMT

Slowing down is often the key to speeding up. In this B3 Break episode, Amy Vetter shares why rushing forward in life might stop you from achieving and living the dream. Take two minutes out of your day to reflect on where you can simplify and get back to basics so you can create the future you want.

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Episode 101: B3 Break 22: Gaining Clarity

Mon, 07 Mar 2022 11:00:00 GMT

Have you noticed that you are being affected internally by what others say or do? In today’s B3 Break, we’ll focus on gaining clarity. Take three minutes to assess whether your perception is reality or whether you need to take time to recenter. If your mind moves from branch to branch, you need to go back to the present moment. That way you have a better perspective on the reality of each situation you are in. Plus, you’ll better appreciate the people around you now. Tune in to take a quick break and gain clarity.

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Episode 100: Do What You Love: Don't Lose Focus

Sun, 13 Feb 2022 11:00:00 GMT

Do what you love, and you never work a day in your life. Follow your passion and keep your focus, and everything will follow. These are lessons that Amy Vetter looks back at in this episode. Along with her sons Jagger Vetter and Austin Vetter, they look at their experiences growing up and how it shaped their goals. Listen, learn and gain inspiration from their story.

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Episode 99: B3 Break 21: Healthy Snacking

Fri, 28 Jan 2022 11:00:00 GMT

Do you feel your energy takes a nosedive at certain points in the day? In today’s B3 Break, we dive into the process of healthy snacking. Plan what to consume for an entire day with health and nutrition taking center stage. Take two minutes to assess what kind of food you are eating and whether taking small shifts in your choices and snacking in intervals could help maintain your energy throughout the day!

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Episode 98: B3 Break: Change Begins With Us

Fri, 21 Jan 2022 11:00:00 GMT

We must stop for a while and realize that change begins with us. In this time of so much unrest and pain, many of us turn outward in anger and frustration. It is a natural tendency for us to react to the horror we see around us and the growing stress we are experiencing in our daily lives. It can leave us feeling helpless and sad, so what is left is more noise and opinions on what others can do. We often think that when we look at problems of racism, prejudice, school shootings, the environment, and so on, the issues seem so overwhelming that we don’t know where to begin. With that, we tend to bring that negative energy into our being, resulting in resentment. Let’s regain a clear perspective and be at peace with ourselves.

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Episode 97: B3 Break: Dream Again

Wed, 15 Dec 2021 11:00:00 GMT

In these unprecedented times where we’re now adjusting to a new way of living, why not use the time to start a new hobby? Why not learn something you’ve been dreaming about doing? In today’s B3 Break, take 2 minutes to think about how to make time to do something you’ve always wanted to try! When the excuses of not having the time go away, Amy Vetter encourages you to just go for it and take advantage of this opportunity to begin!

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Episode 96: B3 Break: Being Open And Transparent

Wed, 08 Dec 2021 11:00:00 GMT

After being on lockdown for almost two years, there has never been a better time to be open and transparent. In today’s B3 Break, take 2 ½ minutes to pause and assess how you can be more open and get the support you need to make the best plans for your future.

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Episode 95: B3 Break: The Power Of Thank You

Sat, 04 Dec 2021 11:00:00 GMT

Do you remember the last time you have been thanked for the work you have been doing? In today's B3 Break, take 2 minutes to think about how you can reach out and acknowledge someone else's work - it will go a long way!

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Episode 94: B3 Breaks: Take A Moment To Be Still

Fri, 05 Nov 2021 10:00:00 GMT

Are your days packed with chatter, tension, and anxiety? In today’s B3 break, Host Amy Vetter leads you to take a moment to be still. Doing so will help you become more present and mindful of yourself. Listen to this episode and take 4 minutes to slow down and be still with a 2-minute check-in with your mind and breath. You can then reset and find a sense of calm to bring back into your day. Tune in!

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Episode 93: Don't Overthink What You Want: It Never Hurts To Ask With Kara Fitzgerald

Thu, 23 Sep 2021 10:00:00 GMT

If you don’t know what career path you’ll take, don’t overthink what you want. Why not give yourself the time to explore the opportunities around you? After all, it never hurts to ask. Amy Vetter’s guest today is Kara Fitzgerald, the President and CEO at Tennessee Society of Certified Public Accountants. Kara shares with Amy her stories and experiences of how she ended up becoming the President of her organization. If you’re struggling to find your career path, join in the conversation and you’ll realize the many opportunities surrounding you. It’s a matter of pushing yourself out there no matter how uncomfortable it is. Tune in!

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Episode 92: Lead With Value - Leave People With Something They Didn' t Have Before With Jessica King

Wed, 15 Sep 2021 10:00:00 GMT

To be an entrepreneur, you have to lead with value. That is one of the most important lessons that Jessica King learned throughout her journey. Jessica is an experienced B2B marketing expert who is passionate about social sciences and communication. That passion soon drew her to sales and marketing. In this conversation with Amy Vetter, Jessica shares how she built great relationships that weren’t cliché sales relationships. If you plan on going into marketing or sales, you have to change your mindset and understand what the people are trying to achieve rather than telling them you got something to solve their problems. Tune into this episode and learn why you need to focus on delivering value.

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Episode 91: Ask Questions To Learn What You Don't With Scott Wiley

Tue, 31 Aug 2021 10:00:00 GMT

Contrary to what many people think, asking questions does not make you appear weak. Instead, it helps you become smarter and make better decisions as a leader. Is there something you don’t know? Ask questions. Amy Vetter’s guest for this episode knows this from experience. Scott Wiley is the President and CEO of the Ohio Society of CPAs. In this conversation, Scott shares the highlights of his professional journey as a CPA, the importance of asking questions to personal and professional development, and the centricity of value-driven relationships in the profession. Join in and partake of juicy insights that will guide you for the rest of your career growth.

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Episode 90: You Can Be The Same Person At Work And At Home With James DeLeo

Tue, 17 Aug 2021 10:00:00 GMT

You can be the same person at work and at home and still be successful! People are searching for a workplace where they can be who they are. They want to be judged for their results, not for their identity. Amy Vetter’s guest in this episode is James DeLeo, Gray, Gray & Gray’s Leading Partner. James shares with Amy his journey of becoming one of the first to graduate college in his family. His transparent leadership allowed him to shape a world-class culture that attracts new hires who are passionate about their job. Tune in and let James inspire you to be authentic!

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Episode 89: B3 Breaks: Active Listening

Thu, 01 Jul 2021 10:00:00 GMT

Distractions can be a problem when you are working remotely. Do you find it easy to get distracted? In today’s B3 Break, take two and a half minutes to find ways that you can be more present in your meetings by making eye contact and using active listening. Amy Vetter discusses workplace efficiency techniques that help cut distractions. You will find that by making this small shift, you will be more productive and get better results!

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Episode 88: Working With Intention: Breaking Through The Plateaus With Jeff Cook

Tue, 29 Jun 2021 10:00:00 GMT

There should be moments in our career where we should take a break and enjoy life. Working with intention allows you to create that much-needed balance between business and personal life. Join Amy Vetter and co-founder of Bytecheck Jeff Cook as they delve into the topics of working with intention, breaking through the plateaus, and effective corporate communication for the company's growth. Furthermore, Jeff shares professional experiences he has gone through in his journey in the accounting profession, from audit to becoming a founder of a technology company. He elaborates on how being a great mentor changed his life and further elements in his career that he finds important in maintaining a productive but healthy life.

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Episode 87: B3 Breaks: Remember To Breathe

Thu, 24 Jun 2021 10:00:00 GMT

People build tension when they get stressed. Once they’re stressed, they forget to breathe. We all have to remember to stop, pause, and breathe. In today’s B3 Break, join Amy Vetter and take 4 minutes to slow down your breath and reset your central nervous system so you can be more present and relaxed during the day!

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Episode 86: You Have The Power To Choose: Step In The Life You Desire With Susan Stutzel

Tue, 22 Jun 2021 10:00:00 GMT

Be careful who your clients are. You have the power to choose who you work with. Amy Vetter’s guest in this episode, Susan Stutzel, speaks on this subject. Susan is a CPA and a leadership, mindset, and productivity coach. Stay focused on what you do best. If you take up the wrong client, you won’t have the space for the right client. Listen to this episode and step in the life you desire.

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Episode 85: B3 Breaks: Using Intention Words

Thu, 10 Jun 2021 10:00:00 GMT

Often we can feel our energy is controlled by others, but is it? In today’s B3 Break, take 5 minutes to pause and choose an intention word to create the mood you want. We will connect your breath to your intention so that you can reset and create the mood that you want, rather than letting the outside control how you feel. You’ll come out refreshed and ready to take on the rest of the day!

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Episode 84: Low Risk & High Reward: It's Worth Taking The Risk

Tue, 08 Jun 2021 10:00:00 GMT

Taking risks is how a lot of great business owners start. You can't be an entrepreneur without taking a couple of risks along the way. Those risks will have rewards and those rewards can get pretty high. Low risks and high rewards are something every business owner should take note of. Amy Vetter brings in Mike Whitmire, co-founder and CEO of FloQast, to share how taking risks has figured in his entrepreneurial journey. Mike has been in the accounting business for a long time. Learn what risks he had to take throughout various points in his life to be where he is today.

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Episode 83: Pause And Reset

Thu, 03 Jun 2021 10:00:00 GMT

Sometimes, to reset our energy, we just need to pause our day and be still. In today’s B3 Break, Amy Vetter leads a quick 5-minute meditative body scan so you can check in with yourself. Take a step back and tap into how you’re feeling internally. Observe, release, and you’ll come back to yourself refreshed and ready. Tune in and let’s meditate!

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Episode 82: Infinite Possibilities: Discover And Explore Who You Are With Jamie Sabat

Tue, 01 Jun 2021 10:00:00 GMT

There are infinite possibilities for you to create an entirely new reality. Amy Vetter’s guest today is Jamie Sabat, the Founder of Distill + Express, a health and wellness consultancy specializing in natural solutions. In this episode, Jamie discusses with Amy about how she felt out of place growing up in Washington, DC surrounded by attorneys and politicians, and how she eventually found her sense of self in her creative role in the fashion industry and her unexpected role in real estate. Jamie’s life experience propelled her to help others manifest their strengths and desires to create happiness in their lives. Listen to this conversation and be inspired to explore who you are and the infinite possibilities out there for you.

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Episode 81: B3 Breaks: Crafting Your Personal Purpose Statement

Thu, 27 May 2021 10:00:00 GMT

Have you ever thought about your purpose in life? Amy Vetter invites you to take some time and create a personal purpose statement that will align to your decisions as you move forward to the value you want to create in the world. This does not necessarily have to be related to your job or your title. This value is what you want to experience in life and what you want others to experience as well. You can also treat this value as what your answer would be when someone asks you who you are. Amy wants you to remember that a lot of times we are defined by our accomplishments instead of the value we want to turn out in this world. Take a step back, reflect and think about this as a guidance on how you can create the outcome from the purpose that you will work for every day.

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Episode 80: Transformation Happens When You Are Uncomfortable: Create A Community To Support You With Mariette Martinez

Tue, 25 May 2021 10:00:00 GMT

Transformation happens when something is going through a change, it can be in a physical form, emotional, or spiritual. For Mariette Martinez, her transformation was about everything. It led her to the life she’s always wanted, from the life she thought was meant for her. As a former public accountant turned small business advisor and public age educator, she tells Amy Vetter how her experience growing up with an entrepreneur mom shaped her journey to the life she has today. She shares the importance of building a community that will support you and knowing that the roadblocks are there to tell you that transformation is needed. It is a time in your life when it’s uncomfortable, but it is an important part of your journey to success.

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Episode 79: B3 Breaks: Mono-Tasking Vs. Multi-Tasking

Thu, 20 May 2021 10:00:00 GMT

Are you feeling like you are working more hours remote but not as productive? In today’s B3 Break, take three minutes to hear from Amy Vetter how you can start practicing mono-tasking and stop multi-tasking—so you don’t waste valuable time in your day, can be as productive as possible, and have some time left over for yourself!

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Episode 78: It Doesn't Matter When, Where, Or How You Work If Your Clients Are Happy With Jackie Cardello

Tue, 18 May 2021 10:00:00 GMT

Every business’s goal is to have happy clients. This means doing what it takes to serve them well and above their expectations. As a woman in the workforce, Jackie Cardello had to learn to deal with growing a family and keeping her job. Today, she is the President and Managing Partner of GRF CPAs & Advisors, and she talks with Amy Vetter about her journey to the top. Jackie shares that as a woman, there is more pressure and expectations when it comes to balancing work, especially in an environment that is primarily male-dominated. In this conversation, she inspires women that they, too, can be successful in their jobs while raising kids and having a life outside work. Jackie highlights the importance of communication and accepting the fact that you can have it all if you want it. You just have to figure out a way and be flexible with it.

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Episode 77: B3 Breaks: Creating Your Calendar Cadence

Thu, 13 May 2021 10:00:00 GMT

Are you going from meeting to meeting, never leaving your desk, getting more stressed out by the minute? In today’s B3 Break, take three minutes to think about how you can create your calendar cadence according to your energy levels! Amy Vetter explains in this episode why you should be more aware of your energy shifts throughout the day. If you’re not self-aware, you run the risk of not showing your best self possible. Listen in and eliminate that risk entirely!

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Episode 76: Following Your Inner Compass: Give Yourself The Space You Need To Follow Your Path With Kristi Vitali

Tue, 11 May 2021 10:00:00 GMT

It’s difficult to shift ingrained belief systems to a new place. But it’s necessary if you are to discover your unique inner compass to follow your path. In this episode, Amy Vetter is joined by Kristi Vitali, founder of Be Well Austin Center & Yoga House and the developer of Connective Wisdom, to share the impact her parents had on her belief systems. As you walk through life, there are two paths you can choose: repeat the path your parents walked or follow your own. What will you choose? Join in the conversation to learn what created the courage Kristi needed to choose the latter and set her own path.

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Episode 75: B3 Breaks: Intentional Positive Communication

Thu, 06 May 2021 10:00:00 GMT

It’s easy right now to get dragged down into the negative. Sometimes, it only takes to have certain conversations with other people or read things to bring you down further. In today’s B3 Break, take two minutes to step back and assess how you can flip negative thoughts to positive ones. Join Amy Vetter as you discover how to be more intentional with how you communicate with others so we can all create a better experience!

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Episode 74: Poets V Quants: Creating A Well-Rounded Team Is The Secret To Success With Scott Fleszar

Tue, 04 May 2021 10:00:00 GMT

You need a well-rounded team to help your business succeed. Amy Vetter discusses with Scott Fleszar the importance of having team members whose strengths complement each other. Scott is the CEO at SafeSend, a company that provides automation technology tools to CPAs and tax preparers. In this episode, Scott shares his journey and the lessons he learned to build effective teams. Fostering a culture of having fun and helping each other is essential. Join in the conversation to learn more!

We are honored that SafeSend sponsored this episode. SafeSend provides automation technology tools to CPAs and tax preparers. Learn more here - https://safesend.com/

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Episode 73: B3 Breaks: A 5-Minute Mindfulness Practice

Thu, 29 Apr 2021 10:00:00 GMT

Understanding the practice of mindfulness has never been more important. Take a five-minute B3 Break today to learn what it is and participate in a two-minute mindfulness practice and meditation with Amy Vetter so you can create the energy you desire to put out into the world around you. As we go outside, focus on every little thing around you and the flow of your breathing, allowing yourself to slow down and embrace a positive mindset.

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Episode 72: Trauma-Sensitive Mindfulness: How To Be Aware In The Workplace With David Treleaven

Tue, 27 Apr 2021 10:00:00 GMT

In 2019, Amy Vetter interviewed trauma professional David Treleaven at Wisdom 2.0 on his perspective on trauma when practicing mindfulness. In today’s episode, let’s go back in time and relive the wisdom David imparted as you learn more about trauma-sensitive mindfulness from a leadership perspective. Follow along to this discussion and gain an understanding of how you can be more sensitive and aware of what people do versus what they say and how you can support them in the workplace.

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Episode 71: B3 Breaks: Gratitude

Thu, 22 Apr 2021 10:00:00 GMT

Take this five-minute B3 Break to cultivate gratitude and focus on the positive. Why? Because you deserve it and you owe it to yourself. Sometimes, it can feel like we have to have something big happen before we can even speak of gratitude. We forget that the there is so much more to be thankful about, even in the littlest of things. Got five minutes to spare? Join Amy Vetter for a mindful break, let gratitude settle in your heart, and get yourself re-energized for the rest of the day.

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Episode 69: B3 Breaks: Take A Break

Thu, 15 Apr 2021 10:00:00 GMT

When you work from home, you tend to work hours at a time without taking a break. Do you know that you need to take a break if you want to stay focused and productive? In this episode, Amy Vetter explains the importance of taking a break to help your brain function properly. Even just taking 5-10 minutes per hour to get up and get away from your computer boosts your productivity and re-energizes your mind. Tune in to learn more!

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Episode 70: Quarter 1 2021 In Review!

Tue, 13 Apr 2021 10:00:00 GMT

In this episode, Amy Vetter gives the major takeaways of the interviews you’ve listened to for Quarter 1 of 2021.There are two key themes running through these interviews: how our families impact our belief systems and how we should incorporate mindfulness practices into our workday. Our family is an essential pillar of our lives, but they don’t always give us a healthy and positive outlook. That is why mindfulness is vital, so we can observe the thoughts running through our minds and detect if they make us better persons or not. We are so excited that it has been a year and a half of great interviews, and we appreciate your support of this podcast!

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Episode 68: Take Mindfulness Off The Cushion: Begin With Compassion With Scott Shute

Tue, 06 Apr 2021 10:00:00 GMT

When it comes to improving work environments, rarely do we talk about the importance of soft skills as opposed to technical. However, more than anyone would think, these very skills create the most impact. In 2019, Amy Vetter interviewed Scott Shute, Head of Mindfulness and Compassion programs at LinkedIn, to discuss Scott's journey of starting this department within LinkedIn to create a way for compassion to be integrated into the culture. Scott provides tips to incorporate these practices into the workplace and how this can be achievable in yours as well! Tune in to gain some important nuggets that will be beneficial for you, your people, and your organization!

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Episode 67: B3 Breaks: The Power Of Mantras

Thu, 01 Apr 2021 10:00:00 GMT

Do you feel like cultivating the energy you want and for the people around you? In today’s B3 Break, take four minutes to think about how to utilize the power of mantras to set your energy for the day and sustain it. In these times, it’s so important to intentionally create the experience you want for yourself and the people around you! Join Amy Vetter as she guides you into this meditation.

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Episode 66: Inspiration, Information & Education: Create A Brand That People Connect With; With Emily Soccorsy

Tue, 30 Mar 2021 10:00:00 GMT

How do you create a brand that people can connect with? Today’s guest is Emily Soccorsy, the co-founder of Root + River. Emily explains that you need to go back to your roots and pour your life experiences and passions into your brand to spark an authentic connection with people. Discover how the impact and legacy that Emily’s immigrant grandparents provided that impacted her career and life. Learn how she tapped into her soul to create a business that reflected her passions and empowered her to bring her heritage into her work in ways she never thought possible. If you want to tap into your own soul and pour yourself into your brand, then this episode is for you.

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Episode 65: B3 Breaks: Mid-Week Meditation Escape!

Thu, 25 Mar 2021 10:00:00 GMT

Consistent connection and de-stressing are truly essential needs in this time of remote setup. What better way to maintain your mindfulness through a mid-week meditation escape? In today’s B3 Break, take six minutes with Amy Vetter to go on a trip in your mind to your favorite body of water - lake or beach - or choose your own favorite place! Find calm and a feeling of joy during this meditation that can reset your day and help you re-energize to get through the rest of this week!

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Episode 64: Organizational Mindfulness: Making It A Natural Part Of Your Day With Peter Bostelmann

Tue, 23 Mar 2021 10:00:00 GMT

The concept of mindfulness is usually associated with individual practice that the term “organizational mindfulness” can come across as strange. It is a real method, though, and it effectively helps companies improve performance, relationships and dynamics within their teams. In 2019, Amy Vetter had the pleasure of interviewing Peter Bostelmann, Chief Mindfulness Officer at SAP Global Mindfulness Practice. They discussed how corporations can integrate mindfulness practices into their workday to cultivate an improved culture. Peter also shared his journey on how SAP began to implement these technology practices into the workplace to create greater engagement, human connection and kindness among their employees.

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Episode 63: B3 Breaks: No Guilt for "Me-Time"

Thu, 18 Mar 2021 10:00:00 GMT

Are you working more remotely than when you were in the office? In today's B3 Break, Amy Vetter guides you to take 3 minutes to think about your "Me-Time," how to stop overworking, and eliminate the guilt for taking time for yourself! Being the example for the people around you has never been more important than now. Dedicate time for yourself on your calendar—that is non-negotiable—so you avoid being overwhelmed and burnout and, more importantly, be better for those that surround you!

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Episode 62: On A Journey Of Self-Discovery With Kyla Martin

Tue, 16 Mar 2021 10:00:00 GMT

It can be challenging to go against the idea that you have to fit yourself into traditional jobs you're not passionate about to be financially secure, but once you find the courage to do it, you might just find your way to the career and life of your dreams. In this interview with Amy Vetter, Kyla Martin, a career, dream, and life strategist, shares her self-discovery journey from her corporate life to entrepreneurship. Kyla explains how you can hack your brain and change your mindset to get out of the human box to become your higher self. If you feel in your gut that you're not where you're supposed to be, then this episode is for you. Learn from Kyla's life lessons on how to push past where you are stuck and achieve the life you desire.

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Episode 61: B3 Breaks: 3 Tips To Stay Productive While Working From Home

Thu, 11 Mar 2021 11:00:00 GMT

With all the demands on us between our personal life, remote meetings, and trying to get our own work done, life can feel overwhelming at times. Therefore, working from home can sometimes be more tedious rather than comfortable. How can you make sure that even at the four corners of your home, you're still in control of your outputs and daily lifestyle? In today's B3 Break, take five minutes to step back from your day and think about how you can implement these three simple ways to reduce stress and be more productive remotely!

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Episode 60: Mindfulness In The Workplace: Improving Your Productivity With Sleep and Meditation With Tamara Levitt

Tue, 09 Mar 2021 11:00:00 GMT

It's tough to practice mindfulness in the workplace when you live in a modern world of technology and social media. In this episode, Tamara Levitt, the Head of Mindfulness at Calm, joins Amy Vetter. Tamara is responsible for the creative development of Calm's Mindfulness and meditation sessions. She likens a stressed and distracted mind to a globe filled with glitter. The more the globe twirls and whirls, the more the glitter spreads. But if you let it sit in one place, the glitter settles at the bottom. When you meditate, you settle down and allow your stressful, distracting thoughts to stay put at the bottom. The result? You think more clearly and become more mindful of your actions, boosting your productivity in the workplace. Where do you start with meditation? In this interview, she discusses why people have sleep issues and how meditation can help.

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Episode 59: An Explanation Is Not An Excuse: Turn Negatives Into A Positive With Kim Barnes

Tue, 02 Mar 2021 11:00:00 GMT

Many entrepreneurs find it challenging when it comes to handling perfectionism since most of the time, they want things to go according to their plans. Although this mindset is admirable, it may cause problems in the long run, particularly in terms of growth for both the boss and the rest of the team. Amy Vetter interviews Kim Barnes, the Co-founder of Barnes Team Media, to share her journey from growing up with a perfectionist attitude to building the confidence to figure things out and learn what is good enough. She explains her parents' influence on her current self, how a perfectionist works in the world of media, and embracing all of the negativity in life to forge a path to a better life.

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Episode 58: Advocate For Yourself: Ask For What You Want And Create Your Path With Jennifer Briggs

Tue, 16 Feb 2021 11:00:00 GMT

When opportunities are unequal for women, breaking through a male-dominated industry can be such a feat. Jennifer Briggs, the President and CEO of the Indiana CPA Society, is the fifth CEO in the organization’s 103-year history and the first female in this role. In this episode, she joins Amy Vetter to share how she did it and offer some great insights into the power of advocating for yourself, asking for what you want, and creating your path. Jennifer describes how her upbringing of being the daughter of a father in the army helped her learn to adapt to change. She then shares how learning to communicate and advocate for herself and others has helped her achieve success in her career.

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Episode 57: Pillow Talk: Creating Awareness Of The Self-Doubt To Get To The Truth With Joseph Oniwor

Tue, 02 Feb 2021 11:00:00 GMT

Without being aware of it, many of us can’t break past our own limitations because we lack the honesty to recognize that we are the very ones keeping us from taking opportunities. Joseph Oniwor, an arena football player, turned breakthrough holistic and fitness lifestyle trainer, sits down with Amy Vetter to introduce us to this concept of pillow talk—getting to a level of conversation within yourself and creating awareness around our self-doubts and into the truth. During this discussion, Joseph shares his beginning of living in a single-parent household and how that affected his internal beliefs about himself. He talks about how he was eventually able to conquer them and achieve success. What is more, Joseph then shares how the mindset practices he developed over time allowed him to turn his life around and now help others as well.

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Episode 56: Family First: Be Present And Available To Those Around You With Tashia Batstone

Tue, 19 Jan 2021 11:00:00 GMT

Society is rapidly changing because of various factors, and therefore career-driven people only have so much time in their hands to chase after opportunities. Nevertheless, the concept of "family first" must never be set aside since it is the place where everything about you began. Amy Vetter explores this topic with Tashia Batstone, SVP for External Relations and Business Development of Chartered Professional Accountants of Canada. She talks about how her father, also an accountant, inspired her not to be afraid to dream big, all while being a hands-on mom and wife. Tashia emphasizes how keeping a learner's mindset can help a lot in achieving your goals without sacrificing your relationships.

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Episode 55: Finally 2021 And Q4 2020 In Review!

Tue, 05 Jan 2021 11:00:00 GMT

In what felt like a very long year, we are finally down to the last month. Full of hope for a totally new and better year, if not the best one yet, Amy Vetter celebrates as she takes us into her Quarter Four review of 2020! Though challenging, this COVID year has offered a number of great lessons and insights we would never have imagined. Amy shares some of those with us as she moves through the moments from the last quarter with guests and goes through the big themes that came out. Follow along as you take a trip down memory lane and refresh the amazing wisdom imparted from the year that is one for the books!

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Episode 54: Balance Your 3-Legged Stool – Work, Family, And Health With Enrico Palmerino

Tue, 22 Dec 2020 11:00:00 GMT

In this age of steep competition, it can be so easy to fall too deep into our work that we forget how to live the other equally important aspects of our lives. Maintaining the balance of the three-legged stool that is work, family, and health, Amy Vetter interviews Enrico Palmerino, CEO of BotKeeper. Here, Enrico shares his entrepreneurial journey that began with his grandparents that instilled in him the hard work and perseverance to create a successful business, as well as his insight along the way of not letting his aspirations take time away from what is most important in life. He then lets us know what they are doing at BotKeeper and how they are helping accountants with hassle-free and low-cost bookkeeping.

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Notice Each Person's Journey: The Path Is Where The Learning Happens With Adam Clater

Tue, 08 Dec 2020 11:00:00 GMT

No one has the answers to everything. We always learn as we go. For Adam Clater, the Chief Architect in Red Hat's North America Public Sector Organization, the learning happened along his own personal journey to finding the career that fits him. In this episode, he joins host Amy Vetter to share his journey from starting out in repairing computers to gaining the opportunities that have led to his success today. He talks about how he navigated through DC in the federal government, working from being a subject-matter expert in IT to managing people in his current company. Plus, Adam also discusses the role of having mentors, how he is handling the pandemic, and more.

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Episode 52: Happiness Is Positive Cash Flow: Don't Get Distracted Along The Way With Brian Fox

Tue, 24 Nov 2020 11:00:00 GMT

The entrepreneurial path is for the risk-taker, and if you want to succeed, you need to have the will and focus not to get distracted along the way. In this episode, Amy Vetter interviews Brian Fox, VP of Strategic Partnerships for Thomson Reuters and founder of Confirmation that was acquired by Thomson Reuters in 2019. Here, Brian shares his entrepreneurial story from starting Confirmation in his grandmother's garage from a life insurance policy to 20 years later, creating a global company and catching millions in fraud. He lets us in on what they do with bank confirmation and how they help eliminate or reduce mutual fraud and protect investors. At the heart of it is the saying, “happiness is positive cash flow.” He explains to us why this is so and how you too can hit cash flow positive in your business. Join Brian and Amy in this conversation as they dive deep into the balance between being the conservative accountant and risk-taking entrepreneur and more.

Sponsored by Thomson Reuters - check out their whitepaper here - https://drive.google.com/file/d/1dHu1AHgXb0zdiw8vTR5JYBZ6mYoWHED0/view?usp=sharing

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Episode 51: Stay Positive: Keep Moving With Kelly Rocha

Tue, 10 Nov 2020 11:00:00 GMT

The current global pandemic has created a degree of chaos and unrest in many people’s lives. The threat of the disease extends far beyond the contraction of an ailing body; it’s been the cause of a lot of mental and emotional stress. In this episode, Amy Vetter interviews Kelly Rocha, the President of the Sacramento Chapter of Meeting Planners International (MPI). Kelly shares her vulnerable story of how COVID has impacted the meeting industry and the profession she loves so much and how, like many, she is doing her best to cope and stay positive.

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Episode 50: "Be Willing to Withstand the Pain Through Change: Don't Back Away From It, Believe In Yourself: You Can Do The Hard Stuff as Long as You Don't Back Away From the Pain" With Paul Peterson

Tue, 27 Oct 2020 10:00:00 GMT

Life is never smooth sailing, and often, the best ones have their significant share of hard times. In the end, everything is worth it. You just have to learn how to withstand the pain by believing in yourself in the process. In this episode, Paul Peterson, CPA, Managing Partner at Wiss & Company, LLP, joins Amy Vetter to share his journey from staff accountant to managing partner and how his value systems have been a key to ensuring his career is aligned with his purpose, and his leadership is authentic. At its core, Paul learned how to endure, not to back away from the pain and learning how to embrace change because that is where we produce innovative ideas. Join him as he tells us about why that is through his own experiences and more.

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Quarter 3 2020 In Review

Tue, 13 Oct 2020 10:00:00 GMT

In this episode, Amy Vetter, the Breaking Beliefs podcast host, shares the moments from the interviews during the third quarter of 2020 that were most poignant in breaking the beliefs and noticing the patterns we carry in our lives. She focuses on three key areas from the interviews - creating your personal purpose and vision, supporting one another, and understanding someone's else's experience.

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Don’t Be Alone In The Elevator: Take Time To Network With Erin Linehan

Tue, 29 Sep 2020 10:00:00 GMT

Whenever someone asks for help, it’s important to give people your time to help them. You may not realize it, but aside from that person getting something out of it, you are also actually getting something because it is a shared experience. Today’s show features an interview with Erin Linehan, the SVP - Head of Global Functions Compliance at Raymond James. During this interview, Amy Vetter and Erin discuss Erin's journey in the legal profession and the lack of women she had to look up to along the way. This drove her to create a network of women leaders to help break down barriers and open up more opportunities for women.

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Be Coachable: Practice Isn’t Perfect With James Leath

Tue, 15 Sep 2020 10:00:00 GMT

What sets good leaders and high performers from everyone else? It’s not about talent; it’s about a passion for continuous learning, a recognition of one’s continuing evolution. It is being coachable. This is where you see parallels in sports and in leadership in any field, whether it’s in business, teaching or the performing arts. Joining Amy Vetter to talk about this and other lessons about performance and leadership is one of her best friends, performance coach, James Leath. James is the founder of Unleash the Athlete, an educational company for coaches and athletes in the areas of leadership, mental resilience and character development. Join in on this hilarious, touching and inspiring conversation as James shares his most important lessons he has learned during his life and on the field that can help any athlete, entertainer and even executives to reset and find new opportunities in how to lead others.

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Episode 46: Set Your Self Apart: Analyzing Information Goes Beyond the Numbers with Todd Shapiro

Tue, 01 Sep 2020 10:00:00 GMT

Analyzing information is often associated with having to go through lines and lines of data and trying to figure out what it means. The President and CEO of Illinois CPA Society, Todd Shapiro, joins this episode to provide clarity on what it really means, not only in the workplace, but life in general. Growing up in a diverse environment, he had a different view than some from a young age. Recognizing the importance of diversity, he gives a reminder about the negative effects of stereotyping and generalizing people and situations on our society. In a corporate setting, Todd defines where diversity and inclusion should start as he talks about the issues with the pipeline of diversity. He further explains why being proactive, and understanding and analyzing the data you have strategically, are the keys to being successful in business and in the world.

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Episode 45: Paying It Forward With The Simple Question: How Can I Help? With Corliss Taylor

Tue, 18 Aug 2020 10:00:00 GMT

In the world that we currently live in, it can be hard to look outside of yourself. That is why it is amazing to see someone who is helping so naturally. Sharing how you can put yourself in a position to be of help to others, Amy Vetter sits down with Corliss Taylor, the VP and Charitable Development Officer for Raymond James. Corliss shares teachings from her parents that have served her in exploring her passion for the work she does and paying it forward. She also takes us deep into the importance of diversity and inclusion and receiving feedback. What is more, her tips on shifting the conversation on inclusion and making an impact are not to miss in this episode!

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Episode 44: Don’t Wait For Someone To Create Your Path; Create Your Own With Angie Grissom

Wed, 05 Aug 2020 10:00:00 GMT

Listen up, aspiring entrepreneur. There is something you ought to know: nobody is going to create a path for you to succeed; you have to create your own path. What exactly does that mean? You may want to sit down and learn something from this episode’s amazing guest. Joining Amy Vetter in this interview is Angie Grissom, owner and Chief Relationship Officer for The Rainmaker Companies. Angie shares her journey coming from a creative family and how that led her to entrepreneurship and consulting. Learn the leadership lessons that she has incorporated into her career along the way that has led to her success and the people around her!

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Episode 43: Transformation At Scale Begins With Personal Growth First With Keith James

Tue, 21 Jul 2020 10:00:00 GMT

When it comes to business agility and helping your customers and company be quicker to respond to the disruption and transformation that’s taking place in the world today, you don’t only have to undergo a business transformation. There’s a lot of inner work that you need to do to make that happen as well. On today’s podcast, Amy Vetter interviews Keith James, the General Manager of Large Firm Business for Tax Professionals at Thomson Reuters. Keith shares his story on how he changed his personal operating system of moving incrementally because of his need to achieve at a high level to one of moving faster and at scale. Learn the mindset practices he has put into place that may help you shift your own mental clarity and emotional strength as well.

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Episode 42: Quarter Two 2020 In Review

Tue, 07 Jul 2020 10:00:00 GMT

We’re now in the middle of the year, ending quarter two and starting quarter three. Just how time has seemingly gone by quicker than we anticipated, given our current situation, the Breaking Beliefs podcast has shown us within that span of time how there is still so much more in the world waiting for us. In this episode, host Amy Vetter shares the moments from the interviews during the second quarter of 2020 that were most poignant in breaking the beliefs and noticing patterns we carry in our lives. She focuses on five areas that rose from the interviews— Leading Through Change, Learning, Don’t Fear the Future, Relationships, and Following Your Heart—for you to think about as you plan for what’s next in your business and/or personal life during these unprecedented times.

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Episode 41: Leaders Are Readers: Be Curious, Don’t Be Afraid, Keep Learning With Tom Hood

Tue, 30 Jun 2020 10:00:00 GMT

In this time of exponential change, it is imperative for professionals to be future-ready. Joining Amy Vetter on the show today is Tom Hood, the CEO of the Maryland Association of CPAs and the Business Learning Institute. Tom talks about thriving as a professional and being ready for change. He also discusses approaches that incorporate framework development, innovation inventories, and more. Listen in to know more about how to be a more future-ready professional.

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Episode 40: Don’t Fear The Next Chapter: Be Open To What Is Next With Byron Patrick

Tue, 23 Jun 2020 10:00:00 GMT

It is human nature to crave certainty in life, but why waste a life full of possibilities and opportunities just because we fear the unknown up ahead? Showing that the universe has many great plans for us, provided that we freely extend our arms to what it plans to give, Amy Vetter speaks with Byron Patrick, the VP of Growth & Success at Botkeeper. Byron is one who never feared the next chapter, and he shares with us his unique accounting path that has pivoted throughout his career—from public accounting to technology, to running his own business and now working as an executive in a high growth tech start-up. Throughout his rollercoaster journey, Byron has learned about our ability to influence and bring change, to continue growing, and to take on risks. Follow along in this great conversation as Byron inspires you to look forward to what’s next instead of fear it, because, after all, it’s the only way we can grow.

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Episode 39: Trust & Communication: They Rise And Fall Together With Richard Kopelman

Tue, 16 Jun 2020 10:00:00 GMT

Trust and communication are the foundations of any solid business relationship, which consequently helps businesses thrive and succeed. Someone who is living proof of that is Richard Kopelman, CEO and Managing Partner of Aprio. In this episode, Amy Vetter sits down with Richard, where he shares his career journey with us—from helping his mom as a teenager with cold calling to spending the majority of his career at Aprio. During this interview, he opens up about what he learned along the way that helped him achieve success as a leader and transform a firm to be ready for the future. Significantly, learning how trust and communication rise and fall together allowed Richard to really care about what matters most: the people. He tells us how he values that through his personal and business relationships, bringing not only his expertise to the table but also his heart.

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Episode 38: Follow Your Heart: Do What Makes You Happy With Scott Zarret, CPA

Tue, 09 Jun 2020 10:00:00 GMT

Our jobs rarely become the source of our happiness. Just because we are good at it does not mean that it is necessarily our life’s calling. Scott Zarret, CPA, has found himself in positions where he doubted his career choices. What got him out of that rut was his passion for mountain biking. In this episode, Amy Vetter sits down with Scott to talk about how his passion led him to the answers he needed in his career and personal life. At the center of it is his pursuit of what makes him happy, following his heart that allowed him to use his expertise and knowledge to help other people. Now, as the founder and president of CPAacademy.org, Scott has positioned the company as the accounting profession’s most innovative independent source of online education. Follow along this great conversation to find inspiration for your own career journey.

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Episode 37: Relationships Matter: Being Truthful Goes A Long Way With John Wiseman

Tue, 02 Jun 2020 10:00:00 GMT

No matter what industry you are in, every business is a relationship business. No one can build one’s career on one’s own. We all need people who can support and guide us in different ways. Amy Vetter’s guest for this episode knows this to be true, learning this very valuable lesson across every step of his career. John Wiseman is the senior vice president of Production Resource Group. Here, he shares his entrepreneurial journey from selling fireworks as a teenager to working with the biggest bands in the music business. His early learning of how to network and build relationships shaped his career and created the success he has had in his business and personal life. Always one for telling the truth, John shares with us the many instances that showed how truth could go a long way both in our professional and personal lives. While making smart business decisions are important, it is equally necessary to have some heart and soul in it, which goes back to knowing how to maintain relationships against it all. At the end of the day, being successful is all about going beyond the money but also the human side of helping and connecting with others.

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Episode 36: The Learning Never Ends: Evolution Is A Constant You Can Depend On With Donny Shimamoto

Tue, 26 May 2020 10:00:00 GMT

Nothing in life is ever the same, so you either get stuck as the world evolves or move along with it by continuously learning. Someone who takes this to heart in everything that he does is Donny Shimamoto, the Founder and Managing Director of IntrapriseTechKnowlogies LLC. In this episode, Amy Vetter sits down with Donny to ask him about the lessons he learned in his never-ending journey of learning and improving. Donny shares how his roots helped shape his career, especially when he learned how to embrace who he was and where he came from. Along with it, he highlights the importance of diversity and inclusion in an organization and why small businesses should make an impact on communities. Truly, it is the Aloha spirit that guides Donny in his success, putting the community, family, and clients first before the numbers. Don’t miss this great conversation to understand why learning from those around you is the only constant you can depend on in business and life.

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Feeling Our Feelings: Allowing The Support You Need

Tue, 12 May 2020 10:00:00 GMT

In this time of unprecedented change, it’s important to acknowledge our feelings and be in tune with them. This self-knowledge and understanding open doors for the way you live your life as these might just be the very things stopping you from doing the things you need to do. Amy Vetter shares how her own story of dealing with her feelings when times were tough as she was growing up. Learn how she went on her own journey of self-discovery to allow herself to acknowledge when she needed support from those around her, and how it changed how she went about her business and relationships.

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Attitude & Action: If You Set Your Mind To It, You Will Succeed With Eli Fathi

Tue, 05 May 2020 10:00:00 GMT

Many sectors, naturally, have their own notions of leadership, but the best leaders adhere to two simple but strong principles: transparency and integrity. Amy Vetter interviews Eli Fathi, the CEO of MindBridge. Eli shares his journey from living in a one-bedroom home with his siblings, grandma, and parents in Israel to coming to Canada to begin his career journey. Learn how his upbringing shaped his success as a leader to be transparent and always put integrity first.

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Episode 33: The Power Of Positive Thinking: Your Mood Is 100% In Your Control With Misty Schachtell-Megia

Tue, 28 Apr 2020 10:00:00 GMT

There’s no such thing as normal. Everyone’s got an issue and going through their own individual experiences. For Misty Schachtell-Megia, she was called painfully shy, and rightly so because it seemed she was always hiding behind people. Misty is now the CEO and Founder of Misty Megia, LLC. Today, she joins Amy Vetter to share how the power of positivity and being authentic has helped her in each of her pivots in her career. Learn how her background in dance and theater has helped her as an executive and entrepreneur.

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Episode 32: Improbable Does Not Equal Impossible With Kimberly Ellison-Taylor

Tue, 21 Apr 2020 10:00:00 GMT

We hear a lot of amazing stories of unlikely people rising to success through a combination of luck, the right mindset and hard work. Improbable does not equal impossible; no matter your background, rising up the ranks of any profession, even the most prestigious professions, is something you can achieve as long as you set your mind to it. Joining Amy Vetter is Kimberly Ellison-Taylor, Global Executive Director for Oracle and Former Chairman of the Board of the American Institute of CPAs. Kimberly shares her life’s journey from the inner city of Baltimore and the lessons she learned as a child that led to her success as a CPA in the accounting profession.

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Episode 31: The Toughest Stuff = The Greatest Reward With Sarah Elliott

Tue, 14 Apr 2020 10:00:00 GMT

Our belief system is shaped and influenced by a number of different factors. In this episode, Amy Vetter interviews Sarah Elliott, the Co-Founder of Intend2Lead and Founder of Ellivate Alliance, about how her belief systems evolved over time to give her the confidence to know she was enough just as she is and can do anything she set her mind to. Sarah shares her journey from engineering to becoming a CPA Firm Partner and the pivots she made along the way in her career.

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Episode 30: Quarter One 2020 In Review

Tue, 07 Apr 2020 10:00:00 GMT

We are three months in for 2020 yet, so much has already happened. The Breaking Beliefs Podcast is nothing short of that with plenty of lessons and wisdom shared by various guests. We look back in this episode as host, Amy Vetter, shares the most poignant moments from the interviews during the first quarter of 2020 in breaking the beliefs and noticing patterns we carry in our lives. She focuses on three areas—community, curiosity, and mindset—for you to think about as you plan for what’s next in your business and your personal life during these unprecedented times.

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Episode 29: Believing In Ourselves: Getting Over That We Need To Be Perfect With Kacee Johnson

Tue, 31 Mar 2020 10:00:00 GMT

The world seems to ask so much from us that we feel the pressure to be perfect, to be everything to everyone while running a mile a minute. Host, Amy Vetter, talks to Kacee Johnson, Strategic Advisor for CPA.com and founder of Blue Ocean Principles, realizing the importance of believing in yourself through it all. Sharing the lessons she learned, Kacee delves into how letting go of the notion that we need to be perfect can improve our performance and enjoy the journey of finding our best selves.

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Episode 28: Face Your Fears: It Will Help You Grow With Ginger White

Tue, 24 Mar 2020 10:00:00 GMT

Facing fears and learning new skills is one way to be a great leader. Today, Amy Vetter interviews Ginger White, US Controller at Sun Hydraulics and Chair Emeritus for the Global IMA Board of Directors. Ginger shares her family background and how she faced her fears, even when uncomfortable, to grow into a career that she could have never imagined as a child. Listen to this episode to discover how you can an effective and successful supervisor and leader, too!

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Episode 27: Blessed Or Cursed: Leading Your Life Without A Playbook With Dania Buchanan

Tue, 17 Mar 2020 10:00:00 GMT

All throughout history, women are taught to conform, to fit someone else’s standards, and to be someone they are not. As the world slowly shifts, women are now reclaiming who they should be on their own terms, living their lives away from the playbook. Dania Buchanan, Head of SmartVault, has lived through the changes of time—moving in to fit the standards of being a woman in tech in the early ‘90s, to becoming the leader that she is now. She shares with us her career journey, of leading her life without a playbook, beginning with her personal story of growing up as a child of a fallen commander in Vietnam and how it has shaped her career and leadership style. Blessed or cursed, everything she has been through has led her to where she is now. All it takes is a change in perspective and mindset to see learning experiences as blessings.

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Episode 26: Take The High Road: The View Is Always Better With Courtney Stefaniak

Tue, 10 Mar 2020 10:00:00 GMT

Setting up shop as part of your family business can sometimes turn out to be a pretty hairy or muddy affair, particularly if you don’t play your cards right. There are sacrifices and compromises that do have to be made in order to ensure that the ship is still run as tightly as possible so that the business, at the end of the day, continues to make money. Courtney Stefaniak is a third-generation licensed realtor with The Stefaniak Group who specializes in Downtown Milwaukee condominiums. Amy Vetter interviews Courtney, who shares how she has carved out her own path in the family business, and how she developed confidence along the way. If you’re working in your family business, it may be good for you to take some tips from someone who’s managed to consistently get everything to work out in the end.

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Everything You Do And Learn Along The Way Matters With Brannon Poe

Tue, 25 Feb 2020 10:00:00 GMT

Often, a career is not a direct line. You could veer off from the path where you first started and recognize along the way that you are meant for something else. Even with that, it remains true that the journeys we take offer learning experiences that help us grow into who we are now. Host, Amy Vetter, interviews Brannon Poe, Founder of Poe Group Advisors, about his career transition from being in a CPA profession to sales and what lessons he took from one to the other. Tracing back as well to his upbringing, Brannon shares how he took a different path from his parents so that he could create a more stable life for his future family. He shares the lessons he has learned on getting the right experience to grow a business and transition it when you are ready. Join in on this discussion to find inspiration on taking that next step in your career.

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Looking for “Me” In Others: Utilizing The Power Of Mentors To Help You Get To The Next Level With Madeline Pratt

Tue, 18 Feb 2020 10:00:00 GMT

Though strides have been made to empower women in different industries across the board, women leaders are still often underestimated. Even in positions of power, women are treated differently, but they never stop carving out spaces for themselves wherever they are. Amy Vetter interviews Madeline Pratt, the CEO and Founder of Womxn Talk Money, a network designed to elevate womxn entrepreneurs and financial experts to connect them with opportunities and each other. Supportive spaces are always conducive for utilizing the power of mentors and empowering people to continue to be their best. Madeline shows you how a space like Womxn Talk Money has proved beneficial for the people taking part in it.

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When In Doubt Turn Left: Get Out And Learn The Business With Alison Reiff-Martin

Tue, 11 Feb 2020 10:00:00 GMT

Sometimes, turning left for success is necessary for anyone to reach their dreams. While living life is risky enough, taking more risks for achieving success brings you more lessons than disappointments. Today, Amy Vetter talks to Alison Reiff-Martin, CEO and Founder of Reiff-Martin CPA and Business Advisory Services, PLLC. In this discussion, learn about Alison’s journey from wanting to be a French teacher to changing gears to business and accounting. Alison shares advice she has been given along the way and her belief in the power of positivity to create long lasting relationships. Be influenced with Alison’s wise words as she guides you through an intelligent manner to turn left and take risks.

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Stop And Have A Conversation: Build Relationships Without An Agenda With Jana Axline

Tue, 04 Feb 2020 10:00:00 GMT

How can you create a better experience for the people around you? How can you project the right leadership and management? Amy Vetter and Jana Axline, CEO of Axline Solutions, share answers to these questions. In this discussion, Jana talks about what she learned in her career around customer experience and building relationships that have helped her create success as a project manager. As a focus leader who achieves ambitious results, she believes that understanding others on a personal level is key to motivating them to do things well. For more leadership lessons, listen further and take note of Jana’s strategies towards success.

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Who You Are: Find Your Capital “S”

Tue, 28 Jan 2020 10:00:00 GMT

Caring for yourself does not pertain to selfishness. This is what Dr. Keith Bernardo, a clinical psychologist that specializes in perinatal psychology and human connection, wants to impart to his patients and to everyone else. Today, Amy Vetter interviews Dr. Bernardo to share his unique stories, including the impact his parents have had on his career and life and how that helped him live an authentic life. Furthermore, he shows us how we, too, can find the capital “S” in our lives.

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Becoming Intellectually Curious: The Importance of Independent Thinking With Jason Crandell

Tue, 21 Jan 2020 10:00:00 GMT

There is so much to know about in this world that if we are only intellectually curious enough, we would be able to achieve and become what we want. In this discussion, host Amy Vetter talks with someone who has always been one himself – finding an entirely new path from what he thought he should be. He is internationally recognized yoga instructor, Jason Crandell. Together, they talk about Jason’s journey from starting out as a philosopher to becoming a yoga teacher. He shares the leaps he has taken to be where he is now and the things he leaves behind with the people that are important to him. After all, to really create success, it takes to have the drive and desire to go after it.

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6 No’s Before You Get A Yes: You Don’t Get Until You Give With Gino Blefari

Tue, 14 Jan 2020 10:00:00 GMT

You don’t get until you give. This is what Gino Blefari, the CEO of HomeServices of America, learned throughout his real estate career. In today’s discussion with Amy Vetter, Gino shares his journey on understanding the human mindset, not only his own, but others as well, to create an attitude of abundance versus scarcity. Tune in to this episode to discover Gino’s inspirational story as well as his daily practices and learnings along the way on how, by changing your mindset, the sky is the limit of what you can achieve.

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Ask For Help: You Can’t Do It Alone With Melisa Galasso

Tue, 07 Jan 2020 10:00:00 GMT

For some people, asking for help is one of the most difficult things to do. This is especially true when you fear having your problems and concerns belittled by others or letting people know your struggles. In this episode, host Amy Vetter brings on Melisa Galasso, the Founder and CEO of Galasso Learning Solutions. In this discussion, Melisa discusses her transformation from being a perfectionist and believing she needed to do everything alone to learning that asking for help is not a weakness but a strength.

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2019 Year In Review: Mindful Moments

Tue, 31 Dec 2019 10:00:00 GMT

2019 is almost over, and while we look forward to its coming, we carry with it the lessons we learned in 2019. The Breaking Beliefs Podcast is nothing short of that. In this episode, host, Amy Vetter, shares moments from the show’s past interviews that were most poignant in breaking the beliefs and patterns we carry in our lives. She uncovers the great lessons from great guests on respecting and being authentic to yourself, giving way to shifts, and more. Amy covers key areas and guides how to implement some of these into your life for 2020. Don’t miss out as we look back on the great insights shared.

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Audit Your Year To Create What You Want In The New Year With Paula Rizzo

Mon, 23 Dec 2019 10:00:00 GMT

Juggling work and home life and facing major career changes can be a total challenge package. Today, Amy Vetter interviews another power woman, Paula Rizzo. Paula is an Emmy Award-winning television producer and bestselling author. In this discussion, they talk about how organization at work can be applied to home to create what you want in the new year. Paula also shares her journey from being a television producer to an entrepreneur, and imparts some tips on taking stock of what means most in your life.

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If Not Now…When?: Turn No Into Yes With Sharon Bryson

Tue, 17 Dec 2019 10:00:00 GMT

Achieving something great starts with small steps. In this episode, Amy Vetter interviews Sharon Bryson, the CEO of North Carolina Association of CPAs (NCACPA) about her journey from being a teacher to a 35-year career with the NCACPA. Turn your no into a yes as Sharon discusses the learning she has had along the way as a leader, creating relationships with members, and the outside advice she has looked to help her in succeeding in the role she is in today.

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Create Your Self Image From The Inside Out: Pull The Threads That Give You Joy With Melissa Monte

Tue, 10 Dec 2019 07:00:00 GMT

Life has its way of revealing who we really are inside. Sometimes, it throws us a number of curveballs, making us hit rock bottom. When we do pick ourselves up and climb over the mess, we find ourselves discovering the potentials we have overlooked. In this episode, Amy Vetter sits down with the host of the popular podcast, Mind Love, Melissa Monte. Having gone through her own share of struggles, Melissa shares her raw journey of hitting rock bottom to transforming her life by finding happiness from the inside. She gives tips for how to overcome shame and unhappiness by being intentional with what you want to cultivate from the inside.

This episode talks about sensitive topics that may affect you or those you love. If you or anyone you care about needs help from any of the topics discussed in this episode, there is a national helpline to support you, or you can find locations near you for recovery - SAMHSA 1-800-662- HELP - or find a preferred support center near you.

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There Is Always A Way: It’s A Matter Of “How” With Eric Green

Tue, 03 Dec 2019 10:00:00 GMT

Creating a successful partnership with your clients and the people you work with is not that easy, especially when you consider them like cancer. Negative people and a toxic workplace is not an easy environment to be.A partner at Green & Sklarz and tax attorney, Eric Green, has pivoted through this kind of situation. In this episode, Eric shares his journey from playing college football to shifting his focus to accounting, and eventually law then to handling clients. He dives deeper into the subject and talks about his earlier days as an accountant, the smart decision he made that still haunts him, and how he overcame it. Follow through as Eric discusses his views on marketing, client service, creating a successful partnership, and understanding when you need balance in your life.

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Step Through The Door: Open Your Eyes To The Opportunity Around You With Sandra Wiley

Tue, 26 Nov 2019 10:00:00 GMT

Just when we start to think life has set a permanent course for us, it suddenly opens up a different path. This is what Sandra Wiley’s journey looks like. In this discussion, Sandra shares her journey from growing up on a farm and originally starting college on a music scholarship to eventually becoming the President of Boomer Consulting, Inc. She opens up about the challenges she overcame and the people she met along the way who helped her figure out who and where she is meant to be. Listen more to Sandra as she shares how being open to opportunity, having a little bit of luck, and being flexible has contributed to her success along the way.

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Being Radical: Balancing the New Vision vs Old Vision

Tue, 19 Nov 2019 10:00:00 GMT

Transitioning old visions to newer ones can be hard, especially when it is strongly tied to your family. In this episode, Amy Vetter interviews Jody Padar, CEO and Principal of New Vision CPA Group, about radically changing visions in a family business. In this discussion, Jody shares her journey from public accounting to eventually taking over her father’s firm. She gives her leadership perspective on what it takes to transform a client base with technology, how to take over a family business, and how to keep your staff on board in the process. She also shows us how she managed to balance work with family along the way while never forgetting how being intentional in the workplace paves you to become a great leader.

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Don’t Limit Yourself: Learn To Grow In Baby Steps With Laura Mangan

Tue, 12 Nov 2019 10:00:00 GMT

In this world, your largest fear carries your greatest growth. Laura Mangan, the National President of AFWA, talks about her growth as a leader and how she navigated her career as an introvert. Laura has served as a volunteer on the AFWA National Board since 2012 and on the AFWA Mesa East Valley Chapter board since 2005. In this discussion, Laura shares how she has navigated her career as an introvert and how she has not let that get in the way of her success when taking on leadership roles.

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Staying One Step Ahead: Utilizing Your Passion And Purpose With Marin Bright

Tue, 05 Nov 2019 10:00:00 GMT

When everyone you have worked with follows your belief system, that’s when you have shown efficient leadership. In this episode, Marin Bright, the CEO of Smart Meetings, shares how utilizing her passion and purpose in connecting with people became her secret sauce to success. She talks about her leadership style and the importance of understanding how we can string our belief systems effectively into our personal and work life. Through her discussion, we are reminded that even the little things we do can greatly impact others.

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Do Your Best: It’s Okay When You Make Mistakes Along The Way With Grace Horvath

Tue, 29 Oct 2019 10:00:00 GMT

When you’ve got a great work ethic, you are bound to succeed in life. However, it’s okay to make mistakes along the way. It is part of the journey. Just do your best. In today’s episode, Grace Horvath of CPAmerica talks about her beginnings growing up in an immigrant family and the career pivots she has made along the way. She shares what she has learned from her upbringing, as well as her work experience that began at Christian Dior in Sales while she was working to earn her degree in English and Humanities. Grace also talks about the honesty and vulnerability to admit where she was not good at and how she overcame slips and challenges. These lessons are ones she still uses today as a leader and to build lasting relationships with members of her association.

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You Can Be Anything: When Your Intentions Are Good, You Create Stronger Relationships With Jennifer Wilson

Tue, 22 Oct 2019 10:00:00 GMT

Transforming individuals to become better versions of themselves is key to generating better professionals. Today’s guest is Jennifer Wilson of Convergence Coaching. In this discussion, she talks about her journey from cold calling selling PCs to leading a top consulting firm. She shares the lessons she has learned from her parents, peers, team members, and children that has helped her design the career and life she has today. Jennifer also touches on transforming individual and team performance, and offers an advice to the younger working generation.

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Modeling A New Perspective With An Open Heart: Taking 100% Responsibility With Samantha Moe and Dr. Tye Moe

Tue, 15 Oct 2019 10:00:00 GMT

Most of an adult’s behavior patterns can be linked from childhood. The type of family you had, childhood experiences, or even traumas at birth can significantly shape how you communicate and interact with different situations. In this episode, Samantha and Tye Moe help us understand Adverse Childhood Experiences (ACE) and the different coping techniques that are available. This segment will help you and your child train the brain to think positively, learn healing methods from within, and cultivate a healthier environment for child-rearing.

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Forgive Yourself – You Are Not Going To Be Perfect with Boyd Search

Tue, 08 Oct 2019 10:00:00 GMT

Nobody is perfect; otherwise, there would be no such thing as weaknesses and mistakes where you can learn great lessons from. In this episode, Boyd Search, President and CEO of The Georgia Society of CPAs (GSCPA), tells the story of his accidental journey into the association world. He shares the shifts in mindset along the way that have helped his transformation towards leading a statewide organization. As people, especially leaders, constantly strive for perfection, Boyd reiterates that no one is perfect and that we should forgive ourselves for not being so. He reflects this to creating a culture that brings a win-win satisfaction for everyone. He also tackles the importance of putting moments of pause to your career for you to understand which direction is right for you.

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The Gift Of Feedback with Jeremy Jones

Tue, 01 Oct 2019 10:00:00 GMT

There is nothing more insightful as a leader than listening to the feedback of the people around you. Realizing this is one of the significant pivotal moments of Jeremy Jones, the Head of Audit and Partner at Frazier & Deeter. In this episode, Jeremy tells us the gift of feedback, tracing it with his story of growing up on a farm where his belief systems developed and eventually affected his career. Sharing stories of how the feedback he has received over time has shaped who he is, Jeremy share insights on leadership, building relationships with the team, and the gold that comes from upward feedback.

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You Can’t Expect Different Results Doing The Same Thing You Have Always Done

Tue, 24 Sep 2019 10:00:00 GMT

If you’re always doing the same things that you’ve always done, why do you expect the results to be different? In this episode, we interview Richard Francis, the CEO of Spotlight Reporting, a chartered accountant, and a trusted advisor with over twenty years of advisory experience. During this discussion, Richard shares how he has used his belief system to give him confidence to take risks and never stop learning. He also lets us in on his secret passion outside of work as well!

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Change Is Possible with Jeffrey Thomson

Tue, 17 Sep 2019 10:00:00 GMT

The role of the CFO team in business has magnified and become much more interdisciplinary and cross-functional. The days of the CFO being that boring accountant tying the numbers together has long evolved where it has become the table stakes for enriching and creating value using talent and people as an ecosystem. Jeffrey Thomson, the President and CEO of the Institute of Management Accountants, focuses on educating, certifying, and connecting future CFOs and members of the CFO team and industry anywhere in the world. Jeffrey has had to undergo challenges in his personal life and career himself. Today, he opens up about his own personal evolution and why he believes change is always possible as long as you take action.

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Welcome to Breaking Beliefs

Tue, 10 Sep 2019 10:00:00 GMT

We all have stuff, but how we choose to live our life is our own responsibility. And no matter where you are in your life right now, it is up to you to make the conscious choice of the energy that you want to put out in the world and the impact that you want to make. Are there areas in your life that you are resisting or that are getting in the way of change from happening in the workplace or at home? Welcome to the Breaking Beliefs podcast with Amy Vetter where you will learn and be inspired by stories of people who have found ways to break their own beliefs. Together, we will discover those that are holding you back from living your best life.

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