Speaker:
What if your firm could grow faster — while you work less?
In this candid and practical 50-minute webinar, Dr. Jackie Meyer, CPA and creator of TaxPlanIQ, shares the exact leadership shifts that took her from burnout to building a 7-figure firm — all while scaling her workweek down to just four hours.
You’ll learn how to set boundaries that actually stick, delegate without micromanaging, and build a values-driven team that can run (and grow) the business without relying on you for everything. Jackie will also introduce simple, no-fluff frameworks (like EOS/Traction) to help you scale your firm’s revenue without scaling your stress.
This isn’t theory. It’s a real-world roadmap for reclaiming your sanity and building a business that supports your life—not one that consumes it— based on Jackie's upcoming book release of "The Balanced Millionaire: Advisor Edition".
Expect an honest, vulnerable, and insight-packed session. By the end, you’ll walk away with a plan to grow your firm’s profit and protect your peace.
*Join live for 1 CPE credit
