Tax Planning vs. Financial Planning: Why You Need to Understand the Difference
Many business owners assume tax planning is something to think about later – often lumped together with retirement or viewed as a byproduct of financial
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How Technology & Outsourcing Can Save You Big Money
If you’ve ever been to a conference or meeting where a panel of people behind 7 figure success stories share their secrets, you’ve most definitely
How To Work Within A CPAs Schedule
As a financial advisor, it’s always good to expand your connections and try to create relationships with new CPAs. In order to do that, it’s
How To Turn Email Subscribers Into Paying Clients
Every time you go to a networking event or get introduced to a new CPA by a client or referral partner, you have an opportunity
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