Ethical Concerns in Using Tax Planning Software
What are my ethical responsibilities when I use software to produce a tax plan? In the world of taxes, there are many ethical issues that
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How To Get Noticed By CPA’s
Sometimes, financial advisors need to get a little creative in order to get the attention of the CPA’s that can refer boatloads of clients to
10 Ways To Connect With CPA’s On Social Media
Last week, we started this month’s blog series by sharing How To Get Noticed By CPA’s. This week, we’re going to help you learn how
10 Things You Must Do On Social Media Now
Last week, we started this month’s blog series by sharing How To Create A Website That Converts. This week, we’re going to help you learn
The Smartest Way To Clear Clutter
As a Financial Advisor, your clients see you as the go-to guy (or gal) for just about everything that has to do with money. As
How To Get Organized, Fast
We want to tell you a story. Once upon a time, in a village far, far away there lived a financial planner. This financial planner
How To Attract More High Net Worth Clients Into Your Financial Planning Business
Last week we told you all about Evernote and how it can help strengthen your professional relationships and enhance your productivity. This week, we want
How To Empower Your Clients To Melt Stress Away
Last week we told you all about Evernote and how it can minimize stress and maximize productivity during tax time. This week, we want to
How To Help CPA’s Stop Stressing At Tax Time
As a Financial Advisor, you know how it works. Relationships are everything. And relationships are built over time between people that support each other. Take
6 Ways To Decrease Business Expenses
The clarity and direction CPA’s derive from analyzing financial statements is powerful. Their ninja number-crunching skills are something many of your entrepreneurial clients simply don’t
Must-Have Marketing Resources
You may not realize this, but unlike a lot of financial advisors like yourself, most CPA’s we talk with absolutely HATE marketing. They see it