In this episode, Zane Stevens reflects on the past year and sets goals for 2024. He emphasizes the importance of goal setting over New Year’s resolutions and shares his process for creating SMART goals. Zane also discusses the need to improve communication within his team and his goal of making Protea Financial more sustainable. He…
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Can you believe it’s already time to say goodbye to this year? Time sure flies! 2023 has come to an end, and though it has had its challenges locally and globally, it has still been a year full of promise and success. As we’re gearing up to welcome the new year, we are giving a…
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In this episode, Zane Stevens discusses stress and anxiety and shares his strategies for dealing with them. He emphasizes the importance of creating a stress-free mindset and setting up a structured life. Zane also talks about the daily habits he follows to reduce stress and prepare for a busy month. He highlights the significance of…
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In the first episode of Protea Weekly, Zane Stevens introduces the show and its purpose, which is to share insights and information about accounting and the wine industry. He emphasizes the importance of service delivery in the accounting space and the need for accountants to go beyond transactional work and build deep relationships with clients….
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As Thanksgiving approaches, it’s a time to pause and reflect, a moment to express our heartfelt gratitude and appreciation. Here at Protea Financial, often referred to lovingly as the Protea family, we are embracing this season of thankfulness with open arms. To Our Exceptional Team: Firstly, to our incredible team: your fortitude, diligence, and unwavering…
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Picture this: You’re running a successful business with ambitious goals and big dreams. But amidst the hustle and bustle of daily operations, one crucial aspect often gets overlooked – effective communication with your financial professionals. It’s time to break down those barriers and start speaking clearly and often about what you need from your financial…
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