Latest / The Inspired Stories Podcast / Megan Roberts on What Happens When You Stop Being Yourself at Work and What It Takes to Come Back
Transcript
- 0:04Welcome to another edition of the Inspired Stories podcast,
- 0:08where leaders share their experiences so we can learn from
- 0:12their successes and be inspired by how they've overcome
- 0:14adversity. As you listen today, let one
- 0:17idea shape what you do next. My name is Anthony Kotas Bodi,
- 0:21and today's guest earned a degree in playwriting.
- 0:24Spent time on a factory floor sorting defective parts and
- 0:29somehow ended up being one of the most respected operational
- 0:32leaders in the accounting profession.
- 0:34It is not the path anyone would have drawn on the whiteboard.
- 0:38She stepped into a firm still finding its footing and helped
- 0:41scale it from 6 million in revenue to nearly 15,000,000 in
- 0:45revenue in just three years. The growth was real.
- 0:48The harder part was building the kind of culture that actually
- 0:52retains team members. Meet Megan Roberts, CEO at HD
- 0:56Growth Partners, a Youngstown based accounting and advisory
- 1:00firm that has earned recognition as one of Accounting Today's
- 1:03Best Firms for Young Accountants and a Best Employer in Ohio.
- 1:08She is a Power of Change honoree from the Ohio Society of Cpas
- 1:13and a Carbon Certified expert. People often talk about finding
- 1:17their voice. Megan built a career out of
- 1:20helping entire organizations find theirs.
- 1:22But before we get into all that good stuff, today's episode is
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- 2:18back benefits.com. All right, back to our guest
- 2:21today, the COO at HD Growth Partners, Megan Roberts.
- 2:24Thanks for making the time to Share your story today.
- 2:27Thanks for having me. So most Coos, Megan, at
- 2:32accounting firms in particular, they come up through finance,
- 2:35maybe operations. You came up through playwriting.
- 2:40I walk me back to the Ohio University version of you.
- 2:43What were you thinking? What were you, you know, what
- 2:46did you have in mind? What were you trying to build
- 2:47back then? Yeah, so I actually started at
- 2:50Ohio University for journalism, and this was 2007.
- 2:55Heading into 2008, print media actively dying.
- 3:00And I love Ohio University. Incredible academics, incredible
- 3:04environment. But I felt like that program was
- 3:07so intense. And I'm competitive, but I'm not
- 3:12intense. So as I was there and studying,
- 3:16I thought, what what do I like most about writing?
- 3:19I've always been a writer. I've always enjoyed really
- 3:24describing things in a way that will resonate with somebody, you
- 3:27know, differently than how someone else might explain it.
- 3:30So I had the the very great conversation with my parents
- 3:35about, you know, halfway toward end of sophomore year.
- 3:38Hey, I think instead of this highly coveted journalism
- 3:42program that is like top in the nation or to go right, yeah,
- 3:46like, can I just go write plays even though nobody's really
- 3:50hired A playwright since like 14 hundreds.
- 3:54My parents are amazing and they support everything I ever have
- 3:57dreamed of doing. So we went, you know, full steam
- 4:01down that that path. And what was I think most
- 4:05valuable to me out of that playwriting program is taking
- 4:09criticism and giving criticism. And when you're in that artistic
- 4:14space, you know, you're really putting your heart and soul into
- 4:17everything you do. And the feelings are so big and
- 4:20the canvases are so big and what you can do with that art.
- 4:23But to go back into the really the academic side of it, and
- 4:28you're sitting with a group of peers and they're eviscerating
- 4:32you on a weekly basis and you're like, this is the best thing
- 4:35I've ever made. And they're like, no, here's all
- 4:38of the places where it could be so much better.
- 4:40So that is really what I took the most from that playwriting
- 4:45program was to give constructive criticism appropriately to
- 4:50people, you know, mindful of their feelings and then also
- 4:54receive it. And I don't know that everyone
- 4:56else takes their Fine Arts degree that way, but that's
- 5:00that's what I did with it. That's really interesting.
- 5:02So give us some tips on each side of that first, from the
- 5:06side of what you learned and how to deliver constructive
- 5:11criticisms that it's easier for the other person to receive.
- 5:14Yeah, I think it has to start with how much trust you have in
- 5:18a relationship with that person. It's, you know, I, I've been
- 5:22most successful academically in a cohort environment.
- 5:26So we were in a cohort, you know, 10-15 of us the whole way
- 5:31through college and build you build that trust with each other
- 5:35to know, hey, I'm not telling you this because I think I'm
- 5:38better than you. I'm telling you this because I
- 5:40think you are the best. And here's how I think you can
- 5:44be even better. So I mean, the psychological
- 5:48safety and trust, I think is a really big factor in the
- 5:52relationship side of giving constructive criticism to
- 5:56anybody. You don't have that trust.
- 5:58No matter how you deliver it, no matter what your framework looks
- 6:01like or your outputs, people are going to take it personally
- 6:05unless you build up that relationship first.
- 6:08So you need to have that relationship foundation in place
- 6:12before you start saying, hey, I think you're awesome and here
- 6:17are some ways to be awesomer. Right.
- 6:19Yes, OK. And then on the other side of
- 6:22that table, what have you learned?
- 6:25What could you teach us about how to receive that constructive
- 6:28feedback? Because it's natural to get
- 6:30defensive, right? Yeah, you have to.
- 6:33You have to be willing to sit with your feelings more than
- 6:38even on a regular basis. I don't care to always like
- 6:42really acknowledge the feelings that I have.
- 6:44But I think it's a process. And if you're receiving
- 6:48constructive criticism, you shouldn't, you shouldn't try to
- 6:52take that all in in that moment, you know, like hear everything,
- 6:55absorb everything, but set the time aside to reflect on it so
- 6:59that you can separate your emotions and your feelings.
- 7:03In playwriting, we would always say, like, you have to be
- 7:06willing to throw the baby out with the bathwater.
- 7:08You just it could be your favorite line, your favorite
- 7:11character, your favorite scene. And if everybody else in the
- 7:14room is like, it's just not landing, you know, you have to
- 7:18be willing to set that aside and say, OK, maybe I use that
- 7:22somewhere else. Maybe I come back to it at
- 7:24another time. But it's really kind of learning
- 7:28how to put your ego in check and just say, I do want to be
- 7:32better. This information is coming from
- 7:34people that I trust and that I respect.
- 7:37They also want me to be better. So that is how you kind of
- 7:41emotionally navigate just being a little more objective when
- 7:45you're looking at your own work. So I've got a theory here just
- 7:48in a few minutes. We're talking together.
- 7:50Megan, I think that, and this is going to flesh out as we kind of
- 7:55ask the next couple of questions.
- 7:56I'm guessing that in the same way that you looked at your Fine
- 8:01Arts degree and you know, what are the bigger life lessons that
- 8:04I can pull from this? You've probably done that at
- 8:07some of these other stops along the way that as we get into some
- 8:11of your early career moves, are going to feel a little
- 8:14disjointed for where you are now.
- 8:17But we're going to start to put the pieces of the puzzle
- 8:19together and realize that you're always kind of looking for a way
- 8:24to take learnings from one step and push it forward into what
- 8:29you do next. You're kind of nodding your head
- 8:31yes, OK. Yeah, I I will never waste my
- 8:35own time. And I think as soon as I
- 8:38accepted that about myself, it's like, you know, I had to pay my
- 8:42bills, I had to pay my rent, but I will never waste my own time.
- 8:46So what can I learn from this experience and apply forward to
- 8:51building a successful career? That's really been my mentality
- 8:55about everything. OK.
- 8:57So let's see how that applied and the role that you had.
- 9:02You were a rework operator at Weatherchem Corporation, so
- 9:06you're sorting good parts from bad ones on a line.
- 9:11Talk to us about the work you were doing there and how you
- 9:14didn't waste your time there. Yeah, So that was riveting.
- 9:18That was a riveting job. My my father worked there.
- 9:21I was kind of after college, moved home trying to figure out
- 9:25what to do. And so they made the spice caps
- 9:30like that go on your garlic, your garlic powder, your onion
- 9:34powders, these little plastic spice caps.
- 9:37And I would get boxes and boxes and boxes dumped out on a table,
- 9:41find the bad ones, find the ones that have just like something
- 9:45wrong with them, put them aside is all part of quality control,
- 9:50you know, production and just making sure standards were
- 9:52there. So for one thing, it was 12 hour
- 9:55shifts and I had a lot of time to just think and think about
- 10:00what I want to do long term, what I really would be attracted
- 10:05to in a career. Because at this point, you know,
- 10:07I'm done with college. I'm always going to write, but I
- 10:11don't know how to translate that to a job in Northeast Ohio in a,
- 10:15you know, very less than desirable economy at the time.
- 10:20So I I spent a lot of time, you know, observing like this is
- 10:25literally a manufacturing environment.
- 10:27Everybody has to be doing what they're supposed to be doing at
- 10:30the right time. You know, quality checks,
- 10:32technical checks and just seeing the way that I think that was
- 10:36the first inside peek to a real true operating system for me.
- 10:42You know, you, you have to have all of these checks and balances
- 10:45and it cannot be dependent on the person.
- 10:49Your system really has to be strong enough that regardless of
- 10:54the shift or who's on or who's off or who's in or who's out,
- 10:57these things still have to happen so that people are safe,
- 11:00so that the product is of good quality, so that the consumer is
- 11:04happy. And I think operationally, I
- 11:07apply that to if I have a great process and someone else steps
- 11:13into that process and it starts failing, I didn't have a great
- 11:17process. I had a great employee.
- 11:19And so that kind of manufacturing insight has always
- 11:23let me to think, OK, how do we really scale this?
- 11:26How do we make sure it is sustainable?
- 11:30And I was able to do that mostly just observationally because I'm
- 11:33just there sorting spice caps for 12 hours a night, having a
- 11:38great time. So this was your early
- 11:41introduction to the value of a great process.
- 11:44Yeah, I think so. OK, So you moved from a
- 11:47manufacturing floor, then you were at Staples, social media,
- 11:52content, wealth management. Let's talk about actually the
- 11:56nine years that you spent at W3 Wealth Management, the last four
- 12:00specifically as director of operations.
- 12:03It's a long time in one place. What what were you building
- 12:06there? Tell us about that work.
- 12:08Yeah, so I started there, really.
- 12:10I applied as a receptionist. And if anyone has caught caught
- 12:15your episode with Tim Petry, the CEO at HD Growth Partners, he
- 12:19started at HD also as the receptionist.
- 12:22So I always felt like that parallel brought us together in
- 12:26a strange way. But at W3, you know, applied as
- 12:30a receptionist and I just wanted to have a job or I didn't have
- 12:34to wear an apron. I didn't have to have, you know,
- 12:36non slip shoes anymore for a while, maybe, maybe have
- 12:40weekends off. So I was, I was really terrified
- 12:44and like, I don't know anything about money or finance or
- 12:47investments. I, one of the guys I worked with
- 12:51at Staples, actually, he kind of wrote down on a post it note,
- 12:54Oh, if you're, you know, if you're interviewing at wealth
- 12:56management, here's a bunch of words you should look up before
- 12:59you go to your interview. And I still have that post it
- 13:02note. I framed it actually at home.
- 13:05So I what? Were some of those words do you
- 13:07remember? Just like FINRA, IRA, Roth IR,
- 13:12like very basic financial terms. But I had to, I had to.
- 13:18I did exactly what he said at home.
- 13:19I googled every single one. I'm like, they're not going to
- 13:22hire me. This is this is so far out of my
- 13:25league, but I think what they appreciated in my resume and my
- 13:30eclectic background was my willingness to learn and not
- 13:35even willingness, but like my requirement.
- 13:38I just, I have to keep pushing my understanding of what's going
- 13:43on around me and how things affect each other.
- 13:47So I started with account services, opening investment
- 13:52accounts, doing, you know, check deposits for people if they
- 13:56needed a withdrawal out of their retirement account.
- 13:58And I learned a lot really quickly there and was started
- 14:03doing account reviews, which just seemed so out of place for
- 14:08me at the time. Like I'm not a math person.
- 14:12I'm a, I'm a writer, I'm a creative.
- 14:14And now I'm doing these super analytical investment account
- 14:18statements, you know, 50 hours a week, seeing what people have
- 14:22going on in their accounts and preparing the advisors and my,
- 14:27my thirst for knowledge really fueled me to get FINRIS
- 14:31certified. So I have my Series 7
- 14:33certification and that I never wanted to be client facing and
- 14:39never wanted to be the person in the room advising, you know,
- 14:42wealth management clients. But I wanted to understand
- 14:46everything about what was going on in those accounts so that I
- 14:50could be better at my job operationally.
- 14:54And they supported me a lot to just figure out, you know, like,
- 14:58how can we, how can we make things, how can we open accounts
- 15:01faster? How can we, you know, be sharing
- 15:03resources better? So that was really the the
- 15:06foundation that got me started there and I never saw it coming
- 15:10for wealth management. Well, and I think, you know,
- 15:13this is a great part about your story.
- 15:14It highlights that as much as we often want to put people often
- 15:20times ourselves into a certain box, right?
- 15:23Like we can be many things, especially at different phases
- 15:27of our lives, right? You like, you went through this,
- 15:29you know, thought process out loud where I'm not a numbers
- 15:32person, I'm a creative, I got a Fine Arts degree, I'm a
- 15:35playwright, you know, like I'm not a but you pushed yourself,
- 15:39right? There's like a curiosity in you.
- 15:42Yeah, I've, I've did recently a, one of the personality tests,
- 15:47the, you know, leading personality indicators.
- 15:49And my number one is learning. And I was like, oh, well, that
- 15:53makes sense. Yeah, if I, if someone would pay
- 15:56me to go to school for the rest of my life, of course I would.
- 15:59And the person was like, yeah, that's that's exactly what you
- 16:02know, your reports show is just I love learning.
- 16:06So let's talk about another interesting element of your
- 16:08learning. You got a master's in.
- 16:12What was it? Organizational leadership with a
- 16:15concentration in change management.
- 16:19And you got this degree from a Military Academy?
- 16:23Yeah. So Norwich University out of
- 16:26Vermont and I, I did not realize the the pomp and circumstance to
- 16:33that university when I picked that program.
- 16:36I was looking, I knew I wanted to get a master's.
- 16:39I knew that there's MBAs out the wazoo and a lot of people that
- 16:44know how to manage the PNL, and it seemed like not a lot of
- 16:47people knew how to manage organization and the people
- 16:50inside of it. So I was very attracted to that
- 16:54program specifically because it is so people focused and a bit
- 17:00psychology, a bit neuroscience, a bit really change theory and
- 17:04how we make a difference in an organization off of the balance
- 17:08sheet. So I, you know, went full force
- 17:13like I do with everything. And it was a very prominent
- 17:17Military Academy. Everybody in my cohort was
- 17:20either active military or retired.
- 17:23And I show up with my nose ring and my shaved head and I'm like,
- 17:28hey, I work in finance and I studied art and I was so
- 17:33terrified because I'm like, I don't have anything in common
- 17:36with them. They, you know, they're, they're
- 17:39in the military. They must have all of this great
- 17:42confidence and experience. And I'll never forget we got to
- 17:45like our first group project and somebody had to volunteer to
- 17:50like be in charge of it. And we're all figuring out how
- 17:53to balance full time careers, full time families, full time
- 17:57school, and now this huge project.
- 17:59And like none of the guys were raising their hand.
- 18:02I was like, OK, I guess I'll do it, you know, and set up a
- 18:06really good structure for us to work together.
- 18:10And we did great on that paper. We did great on that project.
- 18:14And we really found our rhythm as a team.
- 18:16So we kind of went to the school for the next class.
- 18:19They were kind of trying to split us up.
- 18:21We were like, no, we're staying together, move other people
- 18:24around, you know, we, we want to stay this core group of us
- 18:28together. So I just always thought it was
- 18:30funny that this weird little kind of punk girl from Ohio took
- 18:35charge of these military guys and they're, they're the best
- 18:39friends in the world to be now. We we still talk all the time
- 18:41and support each other and. You know, the part of the story
- 18:46that I, I really latch onto there is this idea of, you know,
- 18:52you see people as a certain way, right?
- 18:55So you saw these military, you know, I must have a lot of
- 18:57confidence, right? They, you know, they've been
- 18:58through stuff that you haven't been through.
- 19:01You know, they're, they're probably in good shape.
- 19:03And, you know, they, you know, they yeah, these guys, they,
- 19:06they should be the leaders. And I, you know, I'm just here
- 19:08to, to follow along. And boy, that was not the case,
- 19:12right? So looks can be deceiving.
- 19:15It was, it was really fun. I learned a lot of discipline
- 19:18from that group, though. I think I, it was a good balance
- 19:21that we brought to each other that, you know, they had this
- 19:24like super strict regiment about everything they had to do in the
- 19:27day. And I could be more fluid, but
- 19:31it was also learning a whole secret language.
- 19:34Like they all had this integrated deep, like military
- 19:39understanding of things. And I didn't.
- 19:42And I remember the first time I was like, I don't even speak the
- 19:45same language as these guys. They were talking about
- 19:47something that happened when they were at liberty.
- 19:50And I'm like, just Googling my life away.
- 19:52I'm like, what does this mean? I reached out to one of my
- 19:55friends from high school that was in the Army.
- 19:58And he's like, oh, that means like they were on leave
- 20:00basically. And I was like, oh.
- 20:02Why didn't we say it that way? But like, that was that happened
- 20:06so early on. And I after that I said, will
- 20:08you be my translator? If they keep saying stuff?
- 20:12And he's like, I think you can just ask them and they're not
- 20:14going to care. So we had like a really open
- 20:16conversation about like, hey, sometimes you guys speak about
- 20:20things in a way that I can't even grasp onto.
- 20:23So we, you know, I think having that conversation to find our
- 20:28common language together was also a learning point for me in
- 20:32my career, career of I think I'm communicating one way, somebody
- 20:36else thinks they're communicating another way.
- 20:37And just talking about how we can bridge that gap together was
- 20:42a really meaningful lesson. Can you think of a time where
- 20:45that lesson then came to play further down in your career,
- 20:51where you remembered that in your head and you thought, oh,
- 20:55they're probably not speaking the same language I am.
- 20:58Let me let me retool this. I think it happens constantly,
- 21:04honestly. And even, you know, we're, we're
- 21:06in a high growth period at HD was the same thing when I was at
- 21:10W 3 of just acquiring other businesses where we do the same
- 21:15thing, but we rarely describe it in the same way.
- 21:19We're rarely speaking the same language.
- 21:21So I would say with, with our most recent merger over here,
- 21:25it's like we're asking questions about the work that you do for
- 21:30your client and we're, we're both saying the same thing, but
- 21:33describing it in completely different terms.
- 21:36So it feels like we're worlds apart and just sitting down with
- 21:40the partner and having the conversation say, OK, when you
- 21:43say this deliverable, and I interpret that internally as
- 21:48this whole other process, are we talking about the same thing?
- 21:52And the answer is always yes. But just, you know, having those
- 21:56conversations up front takes a lot of the takes a lot of the
- 21:59guesswork out of it. But you kind of don't know you
- 22:01need to have it until you're sitting there like you're
- 22:04staring at each other, like we're not understanding one
- 22:07another. And I don't know why it's it's
- 22:10language barrier between we're in the same field.
- 22:13Why, why are we not saying the same words?
- 22:15But I think it's more common than people would realize.
- 22:19Is there kind of a go to question that you like to ask in
- 22:22those situations? I, I've tried to restate like,
- 22:28So what I'm hearing you say is XYZ.
- 22:31And if I can put it in my own terms and, you know, they're in
- 22:36agreement with that, then we can, you know, move forward
- 22:40together. But I would say just, I don't
- 22:43know why people don't want to seem like they don't understand.
- 22:48So they're like, oh, well, I'll just kind of nod along and then
- 22:52go back and Google it later or something.
- 22:54And yeah, we we can just have those clarifying conversations
- 22:59in real time. That's a great lesson.
- 23:02So what was behind the decision to leave the wealth management
- 23:06firm? Yeah.
- 23:07So I mean nine years especially I think in in this day and age
- 23:12is a long time to spend that out of career.
- 23:15But there's a lot of compliance aspects to that business that
- 23:21just, you know, thank goodness there's a lot of compliance to
- 23:25that business, but it can be very rigid and it's, it's hard
- 23:27to innovate. Or at least for me at the time,
- 23:30it felt like it was really hard to innovate.
- 23:32So I had just finished this program where I've got a million
- 23:37and one ideas about what it really means to lead an
- 23:41organization and, you know, be changing things and affecting
- 23:46things. And where I was at at the time,
- 23:50they were really happy with how things were.
- 23:53And I just wanted to get to a place that I could be more
- 23:58disruptive and be more, you know, kind of out-of-the-box
- 24:02with how we solve things, what we can do together.
- 24:05And I was ready to learn from a different leader.
- 24:09I, you know, really, really value the relationships I had
- 24:12from W3 and still great friends with some of those people today,
- 24:17But I was ready to kind of go see what it was like somewhere
- 24:21else and just, you know, get to a place that was rapidly going
- 24:25to want to evolve. And the, the feeling of I always
- 24:30say like complacency feels the same as dying to me.
- 24:33Like I just, I want to keep moving.
- 24:35And I think if you've, if you've always been in a high change
- 24:39environment, you might not understand how crippling
- 24:43complacency can feel. So it was important to me to
- 24:46just kind of, you know, spread my wings and try something new
- 24:49and learn from new people. I wonder is there an element of
- 24:53you know, this term gets thrown around I think too much, but
- 24:55ADHD there. The 100% yeah.
- 25:00And I, I did get like very late life ADHD diagnosis, but it was
- 25:06just, yeah, like I checked off all the boxes.
- 25:08I, I did everything I could do there.
- 25:10And I just want to go, you know, shake it up somewhere else.
- 25:14And every day has been an adventure since then.
- 25:18Yeah, I I totally get that. Yep, Rolling Stone gathers no
- 25:22Moss. And you, you've got to be a
- 25:24Rolling Stone. OK, so you, you touched on this.
- 25:29We interviewed the the CEO of HD Growth Partners, Tim Petrie, a
- 25:34short while ago. Great interview.
- 25:36If you haven't seen it, go check it out.
- 25:38After you listen, finish listening to this one.
- 25:41Megan, tell us about the working relationship that you've got
- 25:44with Tim. Yeah.
- 25:45So I, I had worked alongside Tim before I got to HD.
- 25:51So when I was at W3, you know, I was doing client services, he
- 25:56was coming up on the accounting side.
- 25:58So we collaborated on clients and would help, you know,
- 26:02service their accounts. And he was obviously their tax
- 26:04advisor. So I knew him.
- 26:07We connected on LinkedIn and I, I liked the content he was
- 26:11posting. He's everywhere in our
- 26:12community. The, the other driving force for
- 26:15me leaving where I was was that, you know, I was an hour commute
- 26:20from every single day pretty much.
- 26:22We had offices all over the place at my old job and I didn't
- 26:26feel like I was connected to my community anymore.
- 26:28And my community is really important to me of, you know,
- 26:31born and raised in Warren. OH, I'm very proud of that.
- 26:34And it got to a point where it's like, I don't know anything
- 26:37going on in this town. And Tim is like ultimate
- 26:41connection to this community. I, I think he's like, you know,
- 26:45Mr. Youngstown, in my opinion. So I thought as I'm approaching
- 26:50this change in my career, I want to be somewhere that has strong
- 26:57community roots and feels like home to me again.
- 27:01So I, I reached out to Tim and I was like, hey, I didn't know if
- 27:05he had anything, but he knows everybody.
- 27:07So like, if he's not hiring, you know, somebody who is and we
- 27:12just hit it off immediately. And I, I came into HD as a
- 27:17director of operations, but never for one second did I feel
- 27:22like I couldn't speak out about anything going on in the
- 27:27business. And we actually shared an office
- 27:30like my first four months, I just, there's like a tiny desk
- 27:33in his office and he's like, well, you have a lot to learn
- 27:36about accounting. So just sitting here with me
- 27:38and, and you'll learn it a lot faster.
- 27:40I'm like, OK, great. We, we share ideas, we push on
- 27:44each other. You know, he's going really,
- 27:46really fast and I'm going really, really fast.
- 27:48And we have to make sure that we're going in the same
- 27:51direction and also not scaring everyone else who's on the bus
- 27:55with us as we're going really fast.
- 27:58So, yeah, it's, I would say one of the most equitable
- 28:01relationships that I've, I've ever had in my life.
- 28:03And it's funny because we're, we're both millennials.
- 28:06We grew up, you know, similar, similar fashions of just kind of
- 28:11having to, you know, provide your own way.
- 28:14There's, there's nobody at home saying here's what you do to get
- 28:17to the C-Suite. It's like hope you have enough,
- 28:20you know, common sense to get yourself home at the end of the
- 28:23day and, and provide for yourself.
- 28:26So we're, we're so similar in so many ways and we're vastly
- 28:31different from each other. So we really complement one
- 28:34another. In what ways are you different?
- 28:39I think that Tim is a ultimate visionary, like he sees stuff
- 28:46that just does not exist in the world and I see how to get
- 28:52there. So I don't, I would never say
- 28:54I'm like the greatest idea person, but I have I have some
- 28:59good ideas. I should say that, but I, I like
- 29:03thinking about A-Z, but also A1A2A3B1B2B3, you know, and, and
- 29:10he is much more. Yeah, like he'll just, he's
- 29:13like, this is where we got to get to.
- 29:15I'm like, all right, well, here's the 500 steps it's going
- 29:17to take for us to get there. So I think that that we found
- 29:21each other at this point in our careers is really, you know,
- 29:26just magnificent timing because you can have great ideas all day
- 29:30long and he does. But if you don't have somebody
- 29:33next to you to help you actually bring them to fruition, you're
- 29:37going to stall out. And then same thing for me,
- 29:39where I love variety, I love change.
- 29:42I love challenge. Having somebody who is a
- 29:44constant source of ideas and things that we can do really
- 29:50helps me push myself forward and think faster so that we get to
- 29:56those end goals, you know, a lot sooner than we would have
- 29:59otherwise. So you joined as Director of
- 30:02Operations in 2023 and then you were named COO in November 2025,
- 30:09just, you know, about 5 or 6 months ago, pretty meaningful
- 30:13title change. What shifted in your role and
- 30:17what the company needed from you?
- 30:20So I think a lot of it has has to do with our our growth right
- 30:25now. I mean we are, we're acquiring
- 30:27businesses, we're attracting amazing talent and we needed to
- 30:33be very intentional about somebody looking at the business
- 30:37in whole, not just departmentally.
- 30:40So we have, we do tax, we do audit, we do bookkeeping,
- 30:45payroll. And when I was Director of
- 30:49Operations, I was very much focused on just the accounting
- 30:54side of our business. And as we started to grow and
- 30:58seeing the opportunity that if I can really zoom up a level
- 31:02further and strategize our growth as an organization, I
- 31:08think that is what really switched for us to where, you
- 31:12know, I needed to move off a seat.
- 31:13My team needed to to grow and we needed to be able to really work
- 31:19on, you know, building our AI tools, making sure that our text
- 31:23stack is tight. And all of that lives, I think
- 31:27at the COO level a lot more comfortably, whereas, you know,
- 31:31director level and like checking reports to making sure work is
- 31:34getting done. COO level on like, are we
- 31:38building the right thing so that our team can run as fast as they
- 31:41want to, you know, into the future of accounting, which is
- 31:44happening rapidly at this point more so than in that nitty
- 31:48gritty day-to-day work? What kind of businesses are you
- 31:52acquiring? We are always acquiring.
- 31:56You know, accounting is at such an interesting point right now
- 32:01where most of the Cpas are at retirement age or beyond
- 32:05retirement age. So we're, you know, we people
- 32:10need a place for their book of business to land.
- 32:12And we're, we're a great spot for that because we are, we're
- 32:16operationalized, we are a system.
- 32:18We have things in place to really capture the knowledge
- 32:22that client owners have about their clients and work that
- 32:26they've just done out of their head for 30 years, sometimes
- 32:30more. Getting that into our system and
- 32:32making it so that our team members can service their
- 32:36clients. Like you can start actually
- 32:37retiring. You can actually go on and like
- 32:40live the life and have the quality that you're supposed to
- 32:43have because of our infrastructure.
- 32:46And we're also acquiring, you know, yet younger people who
- 32:49want to be part of building their business on our platform
- 32:54and having a, an innovative place to know, hey, you know, I
- 32:59want to do this advisory work. I want to do this tax planning
- 33:04and and just be this ultimate accountant advisor for my
- 33:07clients, but you don't have the infrastructure for that.
- 33:11We're a great spot for that, too.
- 33:13Say more about that because you're talking about acquiring
- 33:16businesses from Cpas that are retiring, but then you're also
- 33:20talking about younger people coming in and building what you
- 33:24said was their business on your platform.
- 33:27So that's a little bit of a different arrangement.
- 33:29Yeah. So it's like, you know, we we
- 33:31need to have people to take on those clients from the advisors
- 33:37that are retiring. But at the same time, how we get
- 33:40the work done is so much different than it's ever been in
- 33:44the past. So we're we're leveraging AI,
- 33:47we're leveraging automation. We're using smarter tools for
- 33:51entering the information into the boxes as it were.
- 33:55And we're freeing up people earlier in their career to
- 33:58really learn how to be advisors, how to have those conversations
- 34:03with their clients about why one location of their business is
- 34:06failing and another is succeeding.
- 34:09Or you know, what analytical observations we can make because
- 34:12we have all of their data to make sure that they're really
- 34:16making the best decisions for their own business moving
- 34:19forward. So it's, it's kind of like, you
- 34:21know, we need both sides of it. We, we need these, these
- 34:25partners who are ready to exit the business and they've, they
- 34:28built up these great relationships.
- 34:30We need these younger advisors who want to have the opportunity
- 34:34to grow those relationships. And we have to supercharge
- 34:37everything in the middle so that we're getting great quality work
- 34:41done for our clients at the same time as, you know, building that
- 34:45platform for these younger advisors to be able to kind of
- 34:48step into their own book of business.
- 34:50So structurally behind the scenes, what does that look
- 34:54like? The client is the client of HD
- 34:57growth partner, but is there's AI don't know a revenue share or
- 35:02some sort of a, a partnership on those clients with some of these
- 35:05younger advisors coming in. No, I mean, we don't, not
- 35:09specifically to a book of business.
- 35:11It's just coming in as like a salaried employee and knowing
- 35:15that you don't have to go out, you don't have to be spending 40
- 35:19hours a week at work and then another 20 away from your family
- 35:23doing business development. Like we've got the clients.
- 35:27We want to help you build those relationships so that you know
- 35:32they work with HD, but they work with you at HD.
- 35:36Got it. So this is just a way for these
- 35:39young advisors to be able to apply their trade in a great way
- 35:43without having to do all the business development, have all
- 35:47the HR and you know, all the kind of back office stuff going
- 35:51on. You can just focus on delivering
- 35:53the service to the clients. And so from a client
- 35:58perspective, why do folks choose HD growth partners?
- 36:02What sets you guys apart? Yeah, we respond to people and
- 36:07it seems so incredibly basic and it kind of is.
- 36:11But in those first like four or five months when I was sharing
- 36:15an office with Tim, you know, I would hear him on calls with a
- 36:19lot of existing clients, new clients.
- 36:22And whenever we would be talking to a prospective client, it's
- 36:26like, OK, well, why are you looking?
- 36:28Why are you looking for a new accountant?
- 36:29What's going on with your current relationship?
- 36:32And literally 10 out of 10 times people would say, I just never
- 36:36hear back from them. And it's like it, it blew my
- 36:40mind. I'm like, oh, OK, one person,
- 36:42two person, all of them. At HD, we respond to our clients
- 36:48and we hold ourselves accountable to that, you know,
- 36:5124 to 48 hour response time so that our team can, you know,
- 36:57make their schedule, get their work done, but also really
- 37:00prioritize. You have to call people back.
- 37:02You have to e-mail them back. You have to, you know, that's
- 37:06what makes people feel important and feel valued.
- 37:08And how do you feel, You know, when you reach out to your
- 37:12doctor's office, you know, try to get in the dermatologist, you
- 37:15got to wait six months. Like you can't wait six months
- 37:18if you have a payroll question. You can't wait six months if
- 37:21you've got, you know, a tax issue going on.
- 37:23So we respond to people and people care about that.
- 37:28It's crazy how many businesses where that's all you need to do
- 37:32to set yourself apart from everybody else is just be
- 37:36responsive. You talked about, Megan, how the
- 37:42delivery of the services that you provide have really been
- 37:46changing in a lot of ways. And you mentioned some of the AI
- 37:50tools and the tech stacks that you guys are building.
- 37:53Can you say more about here we are at the end of March of 2026,
- 37:58what that stack looks like, how you guys are using AI, This is
- 38:02something people are really interested in.
- 38:05Yeah. So we use a closed AI
- 38:08environment to provide advanced analytics for our clients.
- 38:13And it's really been a process over the last year and a half to
- 38:18get our staff comfortable with what AI really means.
- 38:23I mean, it's, it's not coming, it's here, it's firmly here.
- 38:26And I think one of the great things we did here was we have a
- 38:29staff council that is, you know, different levels, kind of almost
- 38:34like student council was back in school, but somebody from every
- 38:38every levels represented and they worked together on a
- 38:41project. So our staff council did a great
- 38:44job educating the rest of our firm about how we're already
- 38:48using AI and don't even realize it.
- 38:51And they did a great presentation on, you know,
- 38:54predictive text is AI when you're on your iPhone and your
- 38:57Netflix suggestions are AI because of your algorithm and
- 39:01helping people understand in their day-to-day life where
- 39:05they're already using AI so that they're more comfortable to do
- 39:09that in their work environment. So we use it for research a lot,
- 39:14but then we also make sure that we're looking at our analytics
- 39:19outputs to say, how can my client that owns a business use
- 39:24AI? How can I make sure that this
- 39:27ATV dealer is matching up against other ATV dealers, you
- 39:32know, in the area, in the nation?
- 39:35And just providing those, you know, those deeper analytics as
- 39:38far as how businesses are performing, getting a little
- 39:42more graphic in the outputs that we can give to people.
- 39:45Because if you're not an accountant and you're just
- 39:49really passionate about the business that you run, probably
- 39:52not in love with your PNL every month and you know you're going
- 39:55to look at it, but does it mean something to you?
- 39:58Or can we visualize that data in a different way and really have
- 40:01it stand out and help you see, you know, month over month or
- 40:04year over year, how you're performing against yourself?
- 40:08So those are the kinds of deliverables that we've been
- 40:10playing with and just making sure that we're getting our
- 40:14information to our clients a lot faster.
- 40:17We try to do a video delivery with most things.
- 40:20So instead of having to kind of go back and forth, you know,
- 40:24over e-mail several times to schedule a meeting or you leave
- 40:27your business or I'll leave my business and we get together.
- 40:30We still love doing that. But if I can also just record
- 40:33you, you know, 5-10 minute video walking through your entire
- 40:37financial life and then send it to you, you can watch it five
- 40:41times, you can watch it three times.
- 40:43You know, then we can have a really, really productive
- 40:45conversation. I think that set us apart quite
- 40:48a bit from some of the other firms as far as how we interact
- 40:52with our clients. Yeah, video delivery ideas.
- 40:55Beautiful. And the, the visualization of
- 40:58the data has got to be a huge help too.
- 41:01You know, as somebody who's owned businesses for, you know,
- 41:04coming up on 30 years, you know, one thing that I've always
- 41:08struggled with was, OK, we've got the data now how do we make
- 41:12sense of it? Like what can we do with this
- 41:15information to drive decision making?
- 41:18And it sounds like those are the gaps that you're trying to help
- 41:21folks fill by having this video delivery and the the
- 41:27visualization of the data and, and some other things.
- 41:30Am I right on that? Yeah, and I would say, you know,
- 41:33my, my husband owns a mechanic shop and so I I help on the his
- 41:37business side there too, of course.
- 41:39And one thing that I value like personally is really meeting
- 41:44people where they are. And so same thing with his
- 41:48financials, with his operation, you know, when we really
- 41:51formalize the business, he's like, you run these huge
- 41:53companies, you're going to make this so hard that I can't even
- 41:56function in it. And I was like, Sir, first of
- 41:59all, very good at my job. So so I'm going to meet you
- 42:02where you are. I'm not going to make a process
- 42:06so difficult that you know you, the person who needs to be in it
- 42:10and be successful with it, can't function in it.
- 42:13So I would say same things with our deliverables.
- 42:15If we know our clients, we know who wants the most nitty gritty
- 42:21in depth delivery of something, we're going to give it to them.
- 42:23And we know that people who want to know that the nitty gritty is
- 42:27there and then also know high level here's what you really
- 42:31need to 0 in on and look at. So I feel like that's really
- 42:34been our sweet spot as a company is like meeting the needs that
- 42:39people have based on their individual preferences.
- 42:43But then also for myself operationally, you know, I'm not
- 42:47going to, I'm not going to overcomplicate it for the the
- 42:51end user. At the end of the day, it has to
- 42:53work for the person who's actually going to receive it.
- 42:56Makes a lot of sense, Megan. You built something called the
- 42:59level up program for career development inside the the firm.
- 43:05Tell tell me what that is? Yeah.
- 43:08So level up I think is one of the things we're most proud of
- 43:12here at HD in not just accounting, but I would say
- 43:16professional services, maybe all services, you don't really know
- 43:21how to advance. You just hope that your manager
- 43:25notices you're working really hard and you get tapped on the
- 43:28shoulder to get promoted one day.
- 43:31And that's a terrible feeling. I feel like a lot of
- 43:35professionals, you know, if I knew what my manager or my
- 43:40supervisor wanted me to be focusing on so that I could
- 43:43advance my career, that's where I'm going to put my energy
- 43:47instead of just hoping, you know, you're spending all of
- 43:50this time on something and like they don't even care about it.
- 43:53So Tim and I talked a lot about just how that transparency
- 43:58doesn't exist anywhere in the world, definitely doesn't exist
- 44:02in accounting. And we wanted to make a program
- 44:05that people could know. Here is exactly how you get from
- 44:09A to B&B to C. And if you want to stay at C for
- 44:14five years or 10 years or your whole career, that's great.
- 44:17If you want to get to Z as fast as possible, that's great.
- 44:20Here's how you do that. So the level up program is a,
- 44:25it's a truly step by step. Here is what we expect when
- 44:30you're an intern, a junior, a senior, a staff supervisor,
- 44:35manager all the way up to partner.
- 44:37And we talk about at each of those levels, your attitude
- 44:41requirements, your technical abilities, your
- 44:44responsibilities, where you start managing people, where you
- 44:49need to be in charge of, you know, your own time management,
- 44:52your own workload management, where you start owning client
- 44:56relationships, where you start being in charge of a book of
- 44:59business. So it's very clear as to what
- 45:03the expectation is for every level.
- 45:06And then we had to pair that with how do people know that
- 45:10they are measuring against that? So we have a monthly scorecard
- 45:14process for each employee that shows them here's how you're
- 45:18tracking on your profitability as a billable staff member.
- 45:22Here is your responsiveness. Here is your, you know, how
- 45:25often you are meeting your deadlines, how often you are
- 45:28contributing to our community. And that scorecard helps them
- 45:33kind of gauge throughout the year.
- 45:35OK, I'm, I'm, I'm doing what I'm supposed to be doing.
- 45:38I'm I'm hitting my metrics and then we have an actual
- 45:42application process with level up.
- 45:44And I think this is really important because you can know
- 45:48what the levels are and you can see how you're tracking against
- 45:52them. But if it's still the company
- 45:54coming to you and saying you're ready for more responsibility,
- 45:59that doesn't mean necessarily in your own life that you're ready
- 46:03for more responsibility. You could be studying for the
- 46:05CPA, you could be planning a wedding, you could be planning
- 46:08your family, you know, taking care of your parents.
- 46:11There's, there's all sorts of things, all of the most
- 46:14important things happen outside of work.
- 46:18So we felt like it was important that people apply for that next
- 46:22level because it's, it's a combination of saying, I know
- 46:26that from a work standpoint, I'm ready and I know personally I'm
- 46:31ready to take on this new responsibility.
- 46:33So twice a year people apply, they get a letter of
- 46:37recommendation from their team lead, they get a letter of
- 46:40recommendation from a colleague, and then there's a literal
- 46:44application. It's a little feels a little bit
- 46:47like college, but kind of short essay questions about how do you
- 46:53apply these of our core values? How do you show that you're
- 46:56embracing balance? How do you show that you're
- 46:58making an impact And then providing some work examples
- 47:01that they're proud of. And then all of that goes to
- 47:05like the committee, which is, you know, the HR, the department
- 47:09director, any, you know, anyone else that would be applicable
- 47:12sort of in that department to say, yes, they are ready for the
- 47:16next level. They're going to, you know,
- 47:18level up at our ceremony. Or if they're not ready, what do
- 47:22we do to get them ready the next time so they can apply twice a
- 47:24year. And it's really just this, I
- 47:27think very supportive environment.
- 47:30It's no longer the manager doesn't like me, I didn't get
- 47:33the promotion. It's like everyone likes you.
- 47:36But that's got basically nothing to do with it.
- 47:39So here are the steps that if you're not ready right now, we
- 47:42want you to work on to get ready next time.
- 47:45This is an incredibly well thought out and detailed
- 47:48process. Must have taken an inordinate
- 47:51amount of time to put it into place, and I'm going to guess a
- 47:56fair bit of time to maintain, like those monthly scorecards.
- 48:01Are those filled out manually by somebody or do you have, you
- 48:05know, part of your tech stack that's automatically grading
- 48:08them on these things? Yes.
- 48:09So it used to be manual up until about a month ago.
- 48:13My operations team, we would kind of divide and conquer on
- 48:18populating these scorecards. All of the data exists within
- 48:22our practice management system, which we use carbon, but we had
- 48:27to manually extrapolate it, put it in Excel.
- 48:30It was very, very painstaking. It would take a week every month
- 48:34to make these scorecards for people.
- 48:36So thankfully we have a very brilliant a data person on our
- 48:41team, Trent Kozar's our CGO, and he was able to automate the
- 48:45scorecards through some kind of wizardry that he taught himself
- 48:51from ChatGPT. But so the data pulls out
- 48:54automatically. They actually update every
- 48:56single day now, which is incredible.
- 48:58You can you can go on every morning and look at your
- 49:00scorecard. I don't recommend it.
- 49:01I think once a month is plenty. And so now my operations team
- 49:06has a whole week back every month in their lives that they
- 49:09can do very, very meaningful work.
- 49:12And we have these, you know, sometimes it's an uncomfortable
- 49:16scorecard conversation of like, why is my responsiveness so low?
- 49:20Or what do you mean? You know, my, my Net Promoter
- 49:23score isn't what I thought it would be internally.
- 49:25And but just because it's uncomfortable as a conversation
- 49:30doesn't mean that we shouldn't have it.
- 49:32And again, it brings, you know, closer together at the end of
- 49:36the day, kind of goes back to what we were saying with
- 49:37playwriting, Like, I trust you. We have this level of trust and
- 49:41respect with each other. I want you to do better, you
- 49:45know, So let's just coach, coach each other along the way.
- 49:50Megan, what's 1 of the hardest things that you've had overcome
- 49:54personally in your life and what did it teach you?
- 49:57Yeah, that's a great question. I think what I overcame was not
- 50:07being my authentic self. I kind of, I got to a point in
- 50:11my career where I was like putting on a mask everyday and
- 50:16just, oh, this is how I'm supposed to show up.
- 50:19This is what I'm supposed to look like.
- 50:22These are the things that I'm supposed to care about and was
- 50:26getting like further and further away from who I, I actually AM.
- 50:31And I had to, I took myself on like a, a solo camping trip and
- 50:36it was like, I just have to, I need a notebook.
- 50:39I need no Internet. I did have, you know, an actual
- 50:43proper, I was just more glamping than camping because I needed,
- 50:46you know, plumbing and stuff, But I, I needed to just be with
- 50:53myself and really figure out how did I get to that place
- 50:59emotionally and how do I get past it?
- 51:02And that trip was, it was important to me to figure out,
- 51:07OK, it's time to move on from this lengthy career in wealth
- 51:12management and really get to a place where I could be myself my
- 51:17whole self at work again. So I think, you know, it sounds
- 51:21a little bit vague, but I think that's something that probably
- 51:24resonates with people, especially when they're like too
- 51:28far gone on that burnout cycle of just like, Oh my gosh, well,
- 51:32you know, I've already put this much time in, So what am I
- 51:35supposed to do now? Just keep spiraling down?
- 51:39That was difficult for me. And I did, I think, work myself
- 51:44through it and say, OK, here's my priorities.
- 51:47Here's how I want to show up at work every day and in my life
- 51:51every day and to be able to work through that, come out the other
- 51:55side and know, you know, I set my sights on HDI was like, I'm
- 51:59going to work at HD or I'm going to do something completely
- 52:04different and off the rails and just sort of manifested that
- 52:09really big change in my career for myself and it worked out.
- 52:14But I would say that that period of just in, you know, not being
- 52:18authentic was was horrible. Are you comfortable saying more
- 52:23about what that meant in the moment for you to not be
- 52:27authentic? Were you compromising
- 52:30principles? Were there parts of your
- 52:32personality that you felt you had to hide?
- 52:34Was it something different? I think it was, yeah, it was
- 52:38more my personality. It was just, you know, that
- 52:42there's there's a side of wealth management that is very wealthy
- 52:47and I wasn't. So it's like, OK, am I, am I
- 52:51chasing the cars for the wrong reason?
- 52:54Am I? You know, we were going to move,
- 52:56we were going to do all of this just very keeping up with the
- 53:00Joneses types things because it seemed like, well, that's what
- 53:05I'm supposed to do if I want to get to this next point in my
- 53:09career. But like, I like where I live.
- 53:12I like the car that I have. You know, I we're not lavish
- 53:16people. We're very, you know, my
- 53:19husband's my best friend and we just would want to we just want
- 53:23to hang out together. We don't want to be, you know,
- 53:25showing off to show off all the time.
- 53:28So I think when once I started to realize that those those
- 53:34people around me were not reflective of the things that I
- 53:39actually wanted to reflect, I was like, oh, maybe maybe I'm
- 53:43not being myself anymore. Maybe.
- 53:45And I was just like mad all the time.
- 53:48Like I would just go home and just be mad at everything all
- 53:51the time. Like that's I'm not a mad
- 53:53person. I'm pretty chill.
- 53:55I think so sad to kind of step back a little bit and say like,
- 53:59you know what's driving at this? So you went on this solo
- 54:03glamping trip with plumbing and you were able to disconnect from
- 54:08the things you needed to disconnect from and find some
- 54:10clarity. Yeah, I had to, I had to write
- 54:13about it, had to write a bunch of, you know, poems and not
- 54:17quite plays, but just really like kind of creatively attack
- 54:22all of my feelings that I had been suppressing.
- 54:25And I was like, I don't care what my job title is.
- 54:28I want to be proud of the work I do.
- 54:30I want to be a really happy with the people that I work with
- 54:33every single day and know that at at the end of the day, I'm
- 54:37making a difference in my community and I am able to sleep
- 54:43at night and I I sleep like a baby now.
- 54:45So it's the right thing for sure.
- 54:48It's a pretty good move. Speaking of being proud of the
- 54:50work that you do, HD Growth Partners joined the Ascend
- 54:54platform as a founding partner. Talk to me about what that
- 54:57partnership means for you. Yeah, I mean, Ascend is a great
- 55:01platform. I think there's, if you're
- 55:03really tuned into the accounting space, PE is all of the chatter
- 55:08right now. And I'm grateful that we're part
- 55:11of Ascend because they don't treat us like we're part of PE,
- 55:16or at least the horror stories I've heard from other places.
- 55:20It's a, it's an infrastructure of support.
- 55:22So I'm growing really quickly at 8, you know, HD is growing and I
- 55:27need people who are going to battle for me every single day
- 55:32on cybersecurity and on, you know, the, the changes happening
- 55:37in data governance and all of that.
- 55:39And like, I'm one person and I can't do that all for our
- 55:43organization. And so I'm, I'm very grateful to
- 55:46have that like infrastructure support.
- 55:48They've got a great people team that helps support our HR
- 55:52department and we've really were so fortunate to be part of this
- 55:57network across the nation where like the the best firms are part
- 56:02of Ascend. So I know operations leaders,
- 56:05tech leaders, HR leaders as the, the, the lower end, not lower.
- 56:11But you know, we also have great tax leaders and accounting
- 56:15leaders and CAS leaders everywhere.
- 56:17But to have this built in network where we are all
- 56:20supporting each other and we can just idea, share and brainstorm.
- 56:25And how are you handling this for your firm or how are you
- 56:28handling this for your clients? I mean, the, the floodgates have
- 56:33opened on the collaboration across the whole network and we
- 56:38are independent. We get to make our own choices
- 56:41for how we service our clients and, and what we do there.
- 56:43But it's just an awesome support system to really know that we
- 56:48are, you know, we're growing and we're becoming the best of the
- 56:51best alongside these other incredible firms that otherwise,
- 56:56you know, maybe we, we would say hi at a conference or something,
- 56:59but definitely not have them on speed dial like we do now.
- 57:02So it's really fun. I was going to be my follow up
- 57:04is how do you access this great network?
- 57:07Is there a Slack channel or you just you've got everybody's
- 57:10contact info? So we're in a common Microsoft
- 57:14environment, so we can teams across the board, but Ascend is
- 57:18also working on just different kind of cross pollinating
- 57:22communities. There's a great women of Ascend
- 57:25group. There's different kind of pod
- 57:27situations and then the partners get together, you know, multiple
- 57:32times throughout the years, the CE OS meet every month.
- 57:35So we're always, I would say, like internally kind of keeping
- 57:39an ear out for what does somebody at HD need?
- 57:43And then I know or Tim knows, you know, everyone else on our
- 57:46leadership team can kind of connect them and say, oh, you
- 57:49need to talk at, you know, to this person at this other firm.
- 57:52And we'll just sort of match make one off and send an e-mail
- 57:56or a a quick Teams message and get connected.
- 58:01Megan, as you think about your role at HD Growth Partners, what
- 58:05do you most want to be remembered for?
- 58:12Making it better, I guess I, I, you know, I, I always say like I
- 58:16was, I was a big fan of HD before I got here.
- 58:20So it's kind of scary like, you know, do you meet your heroes or
- 58:23not? And I would just hope that at
- 58:28the end of the day, I've made it better than it was when I came
- 58:31here. I, I think we're doing OK.
- 58:34We've, we've organized a lot. When I when I first got here, we
- 58:38were kind of tripping over ourselves in some ways to
- 58:43communicate with each other and communicate with our clients.
- 58:45So I hope that our, our communication has improved and
- 58:50that at at the end of, you know, the Roberts dynasty, may that
- 58:55day never come. People would just say like, wow,
- 58:58we really have our stuff together.
- 59:00Thanks, Megan. Megan, I've just got one more
- 59:04question for you today. But before I ask that, I want to
- 59:06do 3 quick things for the audience.
- 59:09If you want to get in touch with Megan, Megan Roberts HD Growth
- 59:13Partners, you can search for her on LinkedIn.
- 59:16We'll have a link to that in the show notes.
- 59:18But Megan Roberts HD Growth Partners, if you search it and
- 59:22their website, very easy to remember, HD Growth
- 59:24partners.com. Again, it'll be in the show
- 59:27notes, HD Growth partners.com. And if you're enjoying the show
- 59:31today, a quick comment or review on your favorite podcast app
- 59:35goes a long way towards helping others discover our podcast.
- 59:39So thank you for taking a quick moment to do that right now.
- 59:43And as a reminder, you can be the hero advisor that helps
- 59:46clients give their employees access to therapist, doctors and
- 59:50prescription meds that counter intuitively increases their net
- 59:54profits, real gains that can change how a business is valued.
- 59:58Contact us today at AD back benefits.com.
- 1:00:02So last question for you, Megan. A year from now, what is 1 very
- 1:00:05specific thing that you hope to be celebrating?
- 1:00:09I hope to be celebrating launching my book.
- 1:00:13So I have been writing a book on change management for quite a
- 1:00:18while now, like writing it in my head and then now actually
- 1:00:22writing it. So that's coming along well and
- 1:00:26I'm excited to share that with people.
- 1:00:28Hopefully in the next few months get some some pre-orders or
- 1:00:32something, you know, at least a newsletter list going.
- 1:00:35So, but a year from now that definitely is going to be out in
- 1:00:39the world and making an impact. Do you have a working title for
- 1:00:43that? I I do, I'm not going to share
- 1:00:47it. I don't want to change.
- 1:00:47Fair enough. But yeah.
- 1:00:48Can you give us a little insight into the things that you might
- 1:00:52be sharing in this book? Yeah, so I mean, I care a lot
- 1:00:57about how people experience change.
- 1:01:00And some of the lessons I've learned through change
- 1:01:05management, what has, what has worked for one group of people
- 1:01:09will not always work for the very next group of people.
- 1:01:13But I'm, I'm pretty big on what I would call a roundabout
- 1:01:17theory, which is when you're changing something, you know,
- 1:01:22where can you put a stop sign and know that people are going
- 1:01:25to roll through the stop sign and it's not the end of the
- 1:01:27world. But where do you really need a
- 1:01:30roundabout in your change to say you can't skip this, you can't
- 1:01:34force it, You can't go through it 100 miles an hour.
- 1:01:37You have to really go through it the way that it is designed to
- 1:01:41be used to. Talk, talk a lot about that,
- 1:01:44talk a lot about different leadership styles of what it
- 1:01:48feels like to go fast enough. What, what, when are you going
- 1:01:52too fast? When are you barely moving at
- 1:01:54all? I, I like cars.
- 1:01:57So I think there is a, a bit of a automotive driving, you know,
- 1:02:03theme in there so far anyways. But yeah, I'm, I'm really
- 1:02:07passionate about making sure people feel safe when they're
- 1:02:10experiencing change. And I've learned a lot the hard
- 1:02:13way, and I don't want everyone else to have to learn the hard
- 1:02:16way too. Can't wait to check that book
- 1:02:19out in a year or less from now. Less.
- 1:02:23Megan Roberts from HD Growth Partners, I want to be the first
- 1:02:26to thank you for sharing both your time and your story with us
- 1:02:29today. I really appreciate you being
- 1:02:31here. Thank you so much, it's a great
- 1:02:33time. Folks, that's a wrap on another
- 1:02:36episode of the Inspired Stories podcast.
- 1:02:38Thanks for learning with us. And if one thing stood out, put
- 1:02:41that into action today.