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Episode Summary:
In this inaugural episode, Talila Kroy (Emple), Wayne Findlay (The Back Room), and Ian Aldridge (Progressive Legal) reveal why partnerships are essential for accounting firms navigating AI disruption and the trust recession. Discover how to become a true trusted advisor while achieving sustainable growth and freedom.
What You'll Learn:
- Why the "trust recession" makes partnerships more critical than ever for accountants
- How to build a structured partnership ecosystem with 7-8 strategic partners
- The three freedoms framework: wealth, time, and stress-free living
- Why quality partnerships beat quantity every time
- How to break down barriers between accountants and lawyers for seamless client experiences
- The difference between ad hoc referrals and embedded partnerships
Key Takeaways:
- Partnerships provide the human-to-human connection that AI cannot replace
- Structure and formalisation are essential; casual referrals aren't enough
- Every accountant needs 7-8 strategic partners serving the same clients
- Getting professionals on the same page early prevents conflicting advice
- What you can't achieve alone, you can accomplish with aligned partners
Notable Quotes:
"What you can't achieve as an individual, you can achieve with a group of aligned parties working for the same client." - Talila Kroy
"It's not about having hundreds of partners—it's about having good quality partners and making sure the relationship is structured." - Wayne Findlay
"When accountants and lawyers get on the same page early, clients receive better advice and have more confidence in both professionals." - Ian Aldridge
Roundtable Events
Information, including registration details, for Roundtable events for Accountants: https://thebackroomop.com/thepartnershipeffect
Panelist Information:
Talila Kroy - Emple
- Website: emple.com.au
- LinkedIn: linkedin.com/in/talila-kroy
- Specialisation: Building partner ecosystems for fast-growing businesses
Wayne Findlay - The Back Room
- Website: thebackroomop.com
- LinkedIn: linkedin.com/in/waynenz
- Specialisation: Offshoring solutions for accounting firms
Ian Aldridge - Progressive Legal
- Website: progressivelegal.com.au
- LinkedIn: linkedin.com/in/ianaldridge1
- Specialisation: NewLaw firm for growing Australian businesses
Production:
Co-host - Anthony Perl - Podcasts Done For You
- Website: podcastsdoneforyou.com.au
- LinkedIn: linkedin.com/in/adperl/
One episode
