Embracing Life’s Shifts: Tony Rose on Loss, Learning, and Legacy

Dr. Patty Ann Podcast

Welcome to a captivating episode of the Dr. Patty Ann Podcast, where we delve into the power of choice and change with our guest, Tony Rose. As the founding partner of Rose, Snyder & Jacobs, Tony is a beacon of support for entrepreneurs and high-net-worth families, helping them navigate the complexities of tax minimization with integrity and unmatched expertise.

What You'll Learn: - Embracing Change: Tony begins the episode with empowering advice about making small choices to invoke change in our daily lives. It’s about celebrating the small victories that collectively enhance our ability to make impactful decisions.

- Career Journey: Tony shares his unexpected shift from intending to become a history teacher to choosing a career in accounting, a pivot spurred by an inspirational instructor.

- Power of Relationships: At the heart of Tony's success is his deep commitment to nurturing relationships, whether it's personal, with clients, or with his team. He explains how these relationships have been a distinguishing factor in his career.

- The Trust Equation: Discover Tony's formula for a trusted advisor which involves evaluating competency, reliability, intimacy, and self-orientation. This framework helps assess the strength of professional relationships. - Overcoming Personal Loss: Tony opens up about the recent loss of his wife of 51 years and shares how he navigates grief with a mix of humor and reflection, illustrating his profound resilience and humanity. Tony Rose is the founding partner at Rose, Snyder & Jacobs, a prestigious firm known for its dedication to integrity and excellence. Tony’s career is marked by his advocacy for women and his commitment to providing strategic financial advice.

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