Up and Adam // Heads-Up vs. Heads-Down with Adam Tillman

In the last episode of season one, it is a dynamic Adam duo when Adam Heathcote visits Market Leader Adam Tillman in Des Moines. They chat a bit about the new Des Moines office space, the success of the first client event in the new office and how the new space reflects the open environment we have for clients and staff alike.

The topic then shifts to recruitment and retention and Adam T. shares that he spent a hot minute in a private sector internship before moving over to public accounting where he found his stride. They visit about finding the right talent mix for the firm in such a competitive market and showcasing what all the firm has to offer for career development.

Adam H. shifts the conversation to the importance of being a trusted business advisor for clients and truly understanding their pain points and figuring out ways to solve those challenges. And the importance of being heads-up instead of heads-down. Both Adams agree that is where the real fun is. And they agree it’s fun to throw a pie in the CEO’s face every now and then.

The views and opinions expressed in this podcast are those of BerganKDV Wealth Management and are subject to change at any time. The content herein is general and educational in nature and should not be considered legal or tax advice.  We recommend that your consult with an attorney, tax or investment professional regarding your specific situation.  Investment advisory services and fee-based planning offered through BerganKDV Wealth Management, an SEC Registered Investment Advisor.