How Assessments and AI Strengthen Your Team

In this episode, I sit down with Mark Ferris, CEO of Panalytics, to talk about how assessments and AI can help you understand your people, build stronger teams, and make smarter hiring decisions. We explore entrepreneurial, managerial, and technical profiles, how development opportunities show up in an assessment, and why job descriptions and org charts matter more than most firms realize. Mark also shares how AI helps managers save time and improve performance conversations.

If you want a better way to hire, manage, and develop your team, this episode will give you practical ideas to put to work right away!

Listen To My Other Podcast Episodes

How AI Is Changing Billable Hours for Accounting Firms

AI can turn 40 hours of routine accounting work into minutes. I look at what that means for pricing, profitability, clients, and your team.

CPA Billable Hours and Productivity Ratio Explained

More billable hours don’t always mean a healthier CPA firm. I look at the numbers that show whether your team’s time is really supporting profitability.

How CPA Firms Can Show Up in AI Search

Kay Miller explains how CPAs can define their “moose,” target better prospects, choose the right marketing channels, and stay memorable when clients are ready to buy.

How CPA Firms Can Show Up in AI Search

AI may now sit between a referral and a new client. Today, I talk with Cassie Eagley about how CPA firms can show up clearly and get recommended.

How to Find Financial Advisory Clients and Help Them Say Yes

The right advisory clients may be closer than you think. This week, I’m showing you how to use niches, referrals, and financial graphs to start better conversations.