Month: August 2017

lawyer

Financial Planning for Lawyers

As a financial advisor, you probably work with people across a ton of different professions, right? From lawyers and doctors to business owners and CEOs, your title and your reputation can get you in the door with just about anyone. But once you’re in the door, what are you bringing to the table that they …

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How To Become Your Clients’ Trusted Business Advisor

The off-season can be very stressful for seasonal tax professionals. This month we want to relieve some of that stress by sharing some great ways to create year-round profit for your business. If you missed last week’s post, check it out now to learn how to turn tax preparation into year-round profit. You may already be …

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A Surprising Niche You Could Fill

When you sink your teeth into understanding the unique needs of one specific niche market, you have the potential to significantly increase your income because you develop a reputation for being the “go-to-guy (or gal)” in that professional space. That’s why last week, we started this series on “specializing as a specialist” and gave you …

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