You can 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. You’ll save them from having to waste time trying to get what they need and in […]
How To Help Your Clients Get Organized At Tax Time Read More »
As a tax business owner, you know the importance of constantly looking for ways to reduce costs. We’re going to help you by sharing the benefits of increasing workplace efficiency. Workplace efficiency has a sort of domino effect to it: Every time you practice efficiency in the workplace, you decrease the amount of time (and
The Surprising Link Between Workplace Efficiency & Your Budget Read More »
Professional investors are always on the lookout for opportunities to expand their wealth by providing the capital growing businesses need in exchange for equity. And chances are, given what you do as an Advisor, you know more than a few investors. Meanwhile, the CPA’s you’re trying to strengthen your relationships with are often the first
A New Twist On Your Old Connections Read More »
It was one of the greatest financial bets of all time. Hedge fund manager John Paulson bet big against subprime mortgages ahead of last decade’s financial crisis, earning billions in profits for his funds. It was a gamble that, in the long run, didn’t pay off. Along with the $4 billion he earned for himself,
Famed Hedge Fund Manager Makes History with Billion Dollar Bet Read More »
A lot of professionals feel like they have to keep their work life completely separate from their personal life. If you’re one of those professionals, you’re not alone! And for a long time, that was true. But now the truth is that more and more professionals are choosing to do business with people they have
5 Ways To Connect With Your CPA Partners, “Just Because” Read More »
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
Financial Planning for Lawyers Read More »
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
A Surprising Niche You Could Fill Read More »
This week we’re going to discuss strategic alliances. We know you’re already well aware of the benefit of cultivating these alliances with CPAs but now we want to expand on that. If you limit yourself to only creating relationships with CPAs, you may be missing out on some serious potential cash flow. There is a
10 steps for creating successful strategic alliances with professionals other than CPAs Read More »
Let’s take a look at job descriptions. Chances are you already have job descriptions for your team. If you don’t, it’s time to write those! Job descriptions are so important for setting expectations and doing performance reviews! Assuming you already have job descriptions, it’s important to keep them current. When is the last time you
Why You Need To Update Your Job Descriptions Read More »
Financial advisors tend to see the relationship between advisors and CPAs as strategic, well-balanced and win-win. From your vantage point, you’re bringing value to the relationship by providing your services. And the CPA is bringing value to it when they refer you to their clients. Unfortunately, CPAs don’t usually see things the same way. The
3 Ways To Get More CPAs To Refer You Read More »