Show notes
Marcus and Rachel recap Gather 2025, their fall event that brought 105 firm owners, leaders, and team members together in Grapevine, Texas. They walk through the four Ps framework for change management (purpose, picture, plan, and part) and share highlights from sessions on KPIs, firm valuation, AI agents, and collaborative problem-solving.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss
(01:45) - Event Details and Attendees
(04:05) - Feedback and Highlights
(09:10) - Upcoming Events
(10:57) - Opening Session Insights
(18:22) - Change Management Framework
(23:14) - The Four Ps of Leading Through Change
(24:53) - Importance of Defining Roles in Change
(25:50) - Reflecting on Past Change Management
(27:46) - Challenges for Leaders in Communicating Change
(28:49) - Personal and Team Leadership in Change
(29:36) - Event Recap: Setting the Stage for Success
(32:48) - Diving into KPIs and Firm Performance
(35:40) - Case Studies and Mastermind Groups
(40:38) - Firm Challenges and Collaborative Solutions
(44:24) - Innovative Use of AI and Technology
(49:27) - Concluding Thoughts and Future Plans