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 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
Four Ways To Increase Cashflow In A Business
Do you know, I mean really, really know what worries your entrepreneurial clients more than anything else? No, it’s not their competitors. Nor is it
How To Get “In” With Any CPA
One of the most effective ways to attract affluent entrepreneurs into your business is to partner with the CPA’s that are already serving them. However,
How To Stop Stressing At Tax Time
Do you ever wish your clients were more organized? Imagine if every time you need a document, your clients were able to share it with
How to Escape the Time For Money Trap
You know the problem with this time of year? We’re exhausted, burned out and need a break. And most of us finally take a few
The Power of Partnering
I’m often asked about the best thing someone can do to market their tax planning business. If you’ve watched me answer this question before, you’ve
