here’s what you’re looking for: jackie meyer

growth strategies

cultivate holistic wealth with the shift framework

calm balanced businessman sitting outdoors on bench in yoga lotus pose meditating, with office building and blue sky in background

the assets in your life fall into four categories.

by jackie meyer
the balanced millionaire: advisor edition

success is often defined in dollar signs and business metrics, but as a seasoned advisor you know that true wealth extends far beyond the financial statement. after all, what’s the point of a seven-figure firm if your health is in shambles, your relationships are strained, or you have no time to enjoy life?

more by jackie meyer
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

in this article, we’re going to zoom out and look at the whole picture of what it means to be a “balanced millionaire.” this is about cultivating holistic wealth across all areas of life, using the shift framework – social, health, financial, time. these are the four pillars of holistic wealth and well-being that support a truly balanced and fulfilling life for a high-achieving professional.
read more →

growth strategies

build exit strategy into your business strategy

ten action steps to take now, not someday.

by jackie meyer
the balanced millionaire: advisor edition

having gone through the process of selling clients and eventually an entire firm, i gathered some invaluable lessons. if you ever consider selling part or all of your practice, keep these in mind:

more by jackie meyer
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

  • always have a retention clause: if you sell clients or your firm, include a clause in the sale agreement that protects you if clients don’t stick around.

read more →

growth strategies

it’s time to think about your exit strategy

businessman thinking with hand on his chin

it’s never too early to consider your legacy.

by jackie meyer
the balanced millionaire: advisor edition

building a successful advisory practice is a significant achievement. but have you considered what happens next once you’ve reached your current goals? it’s easy to get caught up in the day-to-day operations and growth of your firm without thinking long-term. however, true freedom and peace of mind come from knowing you have a plan for the future of your business and the impact you’ll leave behind.

more by jackie meyer
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

this article delves into the critical topics of exit strategy and legacy. we’ll explore why it’s essential to plan for the future even in the early stages of building your firm, discuss various options for eventually selling or transitioning your business, and get you thinking deeply about the legacy you want to create. planning your exit isn’t about wanting to quit – it’s about building a business that’s a valuable asset and ensuring your hard work carries on according to your wishes.
read more →

growth strategies

eight mindset shifts for peak productivity

meditative businessman is pondering time management while surrounded by alarm clocks

time management strategies go beyond blocking.

by jackie meyer
the balanced millionaire: advisor edition

while time blocking is a cornerstone strategy, it’s not the only tool in the productivity toolbox. different tasks and personalities call for different approaches.

more by jackie meyer
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are a few other effective time management techniques and when to use them:

  • eisenhower matrix (urgent vs. important): made famous by president dwight d. eisenhower and popularized by stephen covey, this matrix helps you prioritize by dividing tasks into four quadrants:
    • urgent and important: do these tasks first. they are crises or deadlines that you must handle now (e.g., a client’s tax filing due today).

read more →

growth strategies

how time blocking boosts your focus and revenue

man filling in calendar using color-coded time blocks

you can get ai to help, too.

by jackie meyer
the balanced millionaire: advisor edition

“it’s not about having time, it’s about making time.” we all start with the same 24 hours, yet some advisors seem to achieve more in a workday and still get home in time for dinner. many tax and financial advisors begin their day consumed by urgent emails and end it wondering where the time went.

more by jackie meyer
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

reclaiming your hours is about taking control of your schedule so you can focus on what truly matters. this post provides specific strategies for time management and prioritization – so you can boost productivity, avoid burnout and actually achieve that mythical concept: work-life balance. the payoff? more freedom, more impact and yes, often more revenue as you spend time on high-value tasks instead of getting lost in the weeds.
read more →