Growing Your Firm By Harnessing Your Entrepreneurial Spirit with Rom Lakritz [Webinar Recording]

Rom Lakritz, CPA, serial entrepreneur, and the Co-founder & CEO of Anchor, shares his insights on best practices to successfully manage a business, keep up with all its demands, and overcome challenges in this live discussion.  

Our top 5 key takeaways are:

1. To build a successful business, you need to be persistent, have good communication that builds trust with your professional and personal connections, and have balance in which goals you pursue.
2. Always consider your “north star” in every situation; what is the goal of this missing? What do you want to achieve with this feature? Determine the endgame for everything.  
3. Rely on your customer relationships and constantly search for feedback to be more aware of where your business and product is heading. It’s all about learning from your personal relationships.  
4. Place a heavy emphasis on your planning phase when it comes to starting and managing a business. This will help you visualize your growth journey and allow you to be more methodological when taking action.  
5. Generative AI isn’t at the point of taking anyone’s job, but it can help service-providers bring additional value to the services they provide their clients by writing content and  researching new information.

Keep an ear out for the extended discussions surrounding these takeaways, and feel free to leave your favorites in the comment section under on the webinar video on our YouTube here.

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