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personal financial planning

financial planning and the new tax law

john napolitano will be appearing at the accounting & finance show. click here to learn more.
portrait of john napolitano
napolitano

c corp instead of s? paying down mortgages? so many questions.

by john p. napolitano
u.s. wealth management

the new tax act once again puts tax planning at the epicenter of financial planning. while most high-income taxpayers have always considered tax planning to be a core part of their financial plan and economic well-being, the tax cuts and jobs act makes a planning conversation between cpas and their clients even more natural than it already was.

see more accounting & finance show previews here

the biggest conversation piece for cpas with high-end or business-owner clients is the rate reduction for businesses. this discussion starts out with an assessment of whether this provision will apply to your clients. read more →

marketing & sales

changing the referral game

portrait of ryan suydam
suydam

solid strategies for activating promoters in 3 phases.

by ryan suydam
client savvy

many accountants agree: the best marketing is a delighted client telling others about the great service your firm provided.

more at 卡塔尔世界杯常规比赛时间 on: marketing, practice development, sales, growth strategies.

most accountants also agree: our professionals and project managers don’t do nearly enough to leverage potential referrals, even when we’ve earned them.

  • how can you change the referral game?
  • what prevents your seller/doers from asking for a referral?
  • why aren’t your best clients already telling everyone how great you are?

read more →

marketing & sales

10 reasons why partners don’t understand marketing

portrait of jeff mckay
mckay

but they need to.

jeff mckay
prudent pedal

one of my more popular and controversial blog posts is “why your marketer doesn’t understand your firm’s business.” the title alienates marketers before they get to the first sentence. it satisfies partners because it recognizes what they might think but would never say aloud.

more at 卡塔尔世界杯常规比赛时间 on: marketing, practice development, sales, growth strategies

not being one to avoid controversy or healthy debates, i thought it would make sense to share a marketer’s point of view about why “the line” lacks a grasp of marketing. my sincere and ambitious goal is to reconcile and build the collaborative power of both parties.

following are 10 reasons why practice leaders and partners don’t understand marketing.

read more →

client service opportunities

the advisor of the future: client champion

servicing clients with courage and conviction.

rosen

by marc rosen
client experience institute

with many clients demanding more from their accountants and advisors, it’s time to embrace a more proactive approach – client champion.

more at 卡塔尔世界杯常规比赛时间 on: marketing, practice development, sales, growth strategies.

more marc rosen: marc rosen on relationship capital [video]

by serving as a client champion, you can unleash another form of value that creates true distinction. read more →

marketing & sales

how to create and communicate value in every prospect or client interaction

portrait of amy franko
franko

3 steps to communicating business value.

by amy franko

as a busy practice leader, it can be tough to balance the delivery aspects of your role with the continual need to cultivate new business.

as you think about your prospects and clients, take a moment to consider your interactions with them.

more at 卡塔尔世界杯常规比赛时间 on: marketing, practice development, sales, growth strategies.

what kind of impression do you make on your clients?

each time you meet with, talk to or write to them, you have an opportunity to bring value.

do they think of you as someone who leaves every interaction better than you found it?
read more →