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Bruce Gerstenfeld
CPA with over 20 years of experience, specializing in building effective enrollment processes and transforming legacy firms.
Best podcasts with Bruce Gerstenfeld
Ranked by the Snipd community
Jan 1, 2025
• 29min
Episode 149 | Building An Effective Enrollment Process With Bruce Gerstenfeld
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In this engaging discussion, Bruce Gerstenfeld, a CPA with over 20 years of experience, shares his journey of modernizing his father's legacy firm. He candidly discusses the challenges he faced in updating systems and pricing structures while maintaining client loyalty. Bruce emphasizes the importance of transforming firm dynamics and fostering a supportive team culture for growth. He also inspires listeners to conquer self-doubt and embrace community support for achieving financial confidence, making bold changes that can lead to success.
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