Unlocking Capacity: The Workflow Revolution (from The Earmark Podcast)
Earmark Media Presents a bonus episode of Earmark Podcast:
Blake sits down with Mary Delaney, CEO of Karbon, and Kenji Kuramoto, co-founder of Acuity, to explore how standardizing workflows can unlock growth without sacrificing the artistry of advisory work. They discuss Karbon's acquisition of Aider, the power of time studies to identify automation opportunities, and why getting senior advisors to embrace process requires framing workflow as empowerment rather than micromanagement. Kenji shares lessons from building Acuity's advisory practice and why workflow due diligence became critical during their 14-firm merger with Sorren.
Meet Our Guests
Blake sits down with Mary Delaney, CEO of Karbon, and Kenji Kuramoto, co-founder of Acuity, to explore how standardizing workflows can unlock growth without sacrificing the artistry of advisory work. They discuss Karbon's acquisition of Aider, the power of time studies to identify automation opportunities, and why getting senior advisors to embrace process requires framing workflow as empowerment rather than micromanagement. Kenji shares lessons from building Acuity's advisory practice and why workflow due diligence became critical during their 14-firm merger with Sorren.
Meet Our Guests
Mary Delaney
LinkedIn: https://www.linkedin.com/in/marywdelaney/
Learn more about Karbon
Official website: http://karbonhq.com
Kenji Kuramoto
LinkedIn: https://www.linkedin.com/in/kenjikuramoto/
Learn more about Acuity
Official website: https://acuity.co
Need CPE?
Get CPE for this episode: https://earmark.app/c/2877
LinkedIn: https://www.linkedin.com/in/marywdelaney/
Learn more about Karbon
Official website: http://karbonhq.com
Kenji Kuramoto
LinkedIn: https://www.linkedin.com/in/kenjikuramoto/
Learn more about Acuity
Official website: https://acuity.co
Need CPE?
Get CPE for this episode: https://earmark.app/c/2877
Get CPE for listening to podcasts with Earmark: https://earmarkcpe.com
Subscribe to the Earmark Podcast: https://podcast.earmarkcpe.com
Subscribe to the Earmark Podcast: https://podcast.earmarkcpe.com
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Transcripts
The full transcript for this episode is available by clicking on the Transcript tab at the top of this page
