Resources

Books

Going Beyond Numbers for Families of Wealth: A companion to Go Beyond Numbers: Surprising Discoveries About Success Businesses

How can we make sure that we protect the wealth accumulated from these younger generations so that it is preserved for many future generations? This is the guiding question asked by most families of wealth and their advisors. But it...

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Go Beyond Numbers: Surprising Discoveries About Successful Businesses

One thing that I’ve found in many consistent in my 40 years of working with small businesses, successful CEOs, entrepreneurs and wealthy families is that most owners judge their business’s health by financial capital. For them, it’s only about the...

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Five Eyes on the Fence: Protecting the Five Core Capitals of Your Business

There’s a myth that a business’s health is judged by its bottom line alone-by its financial capital. Instead, the book proves that financial capital is a byproduct of four other capitals: (1) human capital, is defined by a company’s and...

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Say Hello to the Elephants

Too often, we fail to chase our professional and personal dreams because we lack clarity. We see obstacles and think, Wow! That’s an elephant! I better turn back. In this fast and funny read, legacy and business planner Tony Rose...

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Podcasts

Go Beyond Numbers

Bringing over 40 years of experience working with businesses and their owners in the manufacturing, real estate and service sectors, Founding Partner of Rose, Snyder & Jacobs LLP, Tony Rose, dives into the world beyond numbers.

As the founding partner of the firm prominent tax and accounting firm, Tony spends his days providing management consulting advice to closely-held corporations, family owned businesses, partnerships, and the high net worth individuals that own them. Many believe his daily conversations surround the black and white figures on a client’s spreadsheet. However, that’s far from the truth.

Tune into each episode where Tony shares life lessons and learnings from thought leaders and change makers across the nation. Each conversation, each episode, is meant to provide you with knowledge that can be applied to your own life or business practices.

Learn more by visiting: https://gobeyondnumbers.com/

On the latest installment of Go Beyond Numbers, we’re focusing on the power of communication and how it can be leveraged to accelerate your life and your business.

We’re thrilled to welcome Dr. Patty Ann Tublin, the Founder & CEO of Relationship Toolbox, LLC, for a deep dive into relationships within your business and life.

There’s plenty of insightful information you can take away from our conversation, so don’t miss out!

Timecodes:

0:06 – Introduction and overview on Dr. Patty Ann Tublin

2:20 – Welcoming Dr. Patty Ann onto the show

7:17 – Tony and Dr. Patty Ann’s work with Genius Network

8:08 – The Relationship Toolbox, LLC and how they work with people

12:00 – Business partners versus personal relationships

16:01 – We all need to grow and evolve over time

19:55 – How others can hold you back

27:50 – Tony bringing in an industrial behaviorist to help a past business relationship

30:10 – The Rule of Shitty

47:42 – Where did people originally learn the art of conversation?