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...]

What To Do While You Wait on CPAs

CPAs Financial Advisor

You’ve been waiting and waiting for the perfect time to reach out to your list of CPAs so you can establish mutually-beneficial relationships with them. The wait is over. You’ve read our past blogs and have done everything you can to make their lives easier during this crazy time of year. And now, the time has finally come! Tax season is over! That means you’ve got every green light telling you this is the most appropriate time to reach out to them, right?Wrong.Keep in mind that while … [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...]