Ep 18: The Luck Myth: Why Proactive Leaders Win More

from Everything CPA and Private Equity with Phil Whitman and David Wolfskehl · host Whitman Transition Advisors

Do you believe luck plays a role in success? Or is it all about showing up and putting in the work? In this episode of Everything CPA and Private Equity, Richard Kopelman, CEO of Aprio, joins Phil Whitman and David Wolfskehl to share powerful insights on mindset, leadership, and creating your own opportunities. They dive into what it really means to build a culture-first firm, why mindset drives results, and how the most successful leaders create their own momentum. In this episode, you will be able to: • Understand the difference between a fixed and growth mindset in leadership • Discover how proactive behavior increases your chances of “getting lucky” • Learn why showing up matters more than ever in today’s CPA landscape • Hear how culture-first firms like Aprio align values with performance • Gain perspective on navigating missed opportunities and staying future-focused Tune in to the full episode! #CPAFirms #LeadershipMatters #MergersAndAcquisitions #PrivateEquity #WhitmanTransitionAdvisors

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This episode is 30 minutes long.

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This episode was published on April 17, 2025.

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