Million Dollar Relationships - Tony Rose

Welcome back to Million Dollar Relationships with Kevin Thomspon! Our Guest today is Tony A. Rose. Tony is a founding partner of Rose, Snyder & Jacobs. His client responsibilities include, but are not limited to, tax and management consulting advice to closely-held corporations, family-owned businesses, partnerships, and the high-net-worth individuals who own them.  

Tony has spent considerable time resolving the complexities faced by these entrepreneurs. 

In addition to helping entrepreneurs and high-net-worth families with tax-minimization strategies for asset growth and protection, Tony also helps his clients more effectively grow their financial capital by first enriching their human, intellectual, social, and structural capital.

Through counseling and leading multidisciplinary teams of professionals, he has provided valuable guidance at the point where life intersects wealth. Let’s hear from Tony as he shares his journey with Jack Larson and how he built great relationships with him. 

[00:00 - 08:58] Opening Segment

• Tony has been doing this work for a long time, and what is most rewarding about it is making an impact on people's lives.
• Tony has a story about meeting Jack Larson that completely changed the course of his life, which led to him starting his accounting firm. 

[08:59 - 11:05] The Power of Communication

• Tony was an accounting student and he shares that Jack was his Professor in audit class.
• Jack insisted upon great communication skills and great writing skills for his student.
• He graded their papers on two levels: 
• • Whether they knew the content; 
  • or if they wrote it correctly with proper grammar, and correct spelling.
• In one of Tony’s papers, Jack graded him a C Minus.
• • Tony told Jack that he knew the material
  • Jack told him “How can you communicate if you don’t know it”
  • That lesson stayed with tony for a very long time.

[11:06 - 18:05] The Power Of Relationships

• It was a time of Vietnam protests and shootings at Kent State University.
• • The Universities around the country were protesting and Tony was one of the protesters at USC.
  • Jack came to him and invited him for a free dinner and ask him what he was upset about.
• Tony was fired from his first job and Jack was able to help him find a new one.
• • Tony considers this as the unpredictability of kindness in a positive way.
• When Jack became sick in his final days, his widow reached out to him for help and there was no way he wasn't going to help.

[18:06 - 20:37] Closing Segment

• Final Words
• Follow Tony Rose on Facebook or LinkedIn
• You may also visit their website at www.rsjcpa.com

Resources Mentioned:  Published books by Tony Rose

• Five Eyes on the Fence: Protecting the Five Core Capitals of Your Business, 
• • ISBN-13 ‏ : ‎ 978-1631570391
• Say Hello to the Elephants  
• • ISBN-10 ‏ : ‎ 1631570978
  • ISBN-13 ‏ : ‎ 978-1631570971
• Go Beyond Numbers: Surprising Discoveries About Successful Businesses (Pulled from 40+ years as a leader in accounting
• • ISBN-13 ‏ : ‎ 979-8784813329
  •  

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Tweetable Quotes

“If you cannot write it well in ways that people understand, then You don't have a shot at really being able to deliver your value.”  - Tony Rose

“That is the currency of today, the relationship is money  and it creates other intangibles without relationships you don't have a business.”  - Tony Rose