Becoming Your CPAs Best Quarterback

John Elway. Brett Favre. Peyton Manning. Tom Brady. Even if you've never watched a game of football in your life, you've probably heard at least one of those names (after all, who hasn’t seen one of Peyton’s commercials?) These are 4 of the best quarterbacks to play the game, ever.But what makes them great quarterbacks? And what the heck does this have to do with you, a financial advisor? I’m so glad you asked.Today we’re going to take a few pointers from the pros and help you become … [Read more...]

5 Technology Trends You Need To Be Aware Of

It’s the most wonderful time of the year... Anybody else remember that commercial? If you’re a parent, you know what Staples was talking about. It’s August. Summer is coming to an end. You’re shopping for new clothes, shoes, and supplies, and you’re counting the days until your kids get on that bus and go back to school.As important as this time of year is for your kids - meeting new teachers, reuniting with friends they haven’t seen since June, getting back into “learning” mode - it’s just … [Read more...]

3 Ways To Get More CPAs To Refer You

refer

Financial advisors tend to see the relationship between advisors and CPAs as strategic, well-balanced and win-win. From your vantage point, you’re bringing value to the relationship by providing your services. And the CPA is bringing value to it when they refer you to their clients. Unfortunately, CPAs don’t usually see things the same way.The reality is, CPAs often view forming a professional relationship with a financial advisor to have little to no benefit to them. From their perspective, … [Read more...]

How To Conduct An Income Growth Strategy Session

growth tax time

During tax season, most CPA’s put in at least 60 hours of work each week. They don't have the ability to look at growth opportunities for their clients at this time. It’s an exhausting few months filled with tight deadlines, anxious clients and more often than not, too few hours in the day to get everything on the to-do list done.It’s not uncommon for the clients your CPA networks manage to request help growing their wealth during tax season. After all, for many, this is when they take a … [Read more...]

How To Help Your Clients Get Organized At Tax Time

Get Organzied

Earlier this month we gave you a glimpse into the typical day of an accountant and last week, we taught you about some great time-saving hacks and technologies that you could share with the CPAs in your network. This week we’re going to give you some tips on how to add value to your relationships with clients by assisting them in coordinating their tax documents for their CPAs and get organized.By helping your client get organized for tax season, you’ll also be helping your client’s CPA. … [Read more...]