today's features
management

how disc profiles help remote teams

overhead view of five people in a meeting

work together effectively with better understanding. 

by jody grunden
building the virtual cfo firm in the cloud

working in a remote environment can be great, and it can also have its challenges. communication is one of the biggest hurdles distributed companies have to overcome. to tackle this issue head on, summit cpa has implemented many initiatives.

more by jody grunden
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one of our favorites is the disc profiles. let me start off by telling you a little bit of the background on the disc profiles.
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featured video

schwedelson: stop playing it safe | gear up for growth

four key strategies show how firms can lead with value.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

4impactdata: 10x your advisory. not your headcount

“firms can’t afford to hide behind best practices or boring templates anymore,” says jay schwedelson, president and ceo of outcome media and host of the top-rated marketing podcast “do this, not that,” during his appearance on gear up for growth with jean caragher.

more gear up for growth here. | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

“it’s time to be bold, be human, and make sure you’re showing up where your prospects are actually searching, especially in ai,” he adds.

schwedelson delivers four urgent takeaways for cpa firm leaders. read more →

growth strategies

how to cultivate holistic wealth

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

a deep dive into the shift framework.

by jackie meyer

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: five hard-earned lessons from exiting an accounting firm | it’s never too early to plan your exit strategy | beyond blocking: more time management strategies | reclaim your hours with time management and productivity hacks | hiring strategies for your dream team | streamline your operations with systems and processes | from compliance to advisory: shifting the value proposition | how i became an accidental entrepreneur | build a seven-figure firm in four hours a week
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.
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featured video

kinder: put vision before numbers | holistic guide to wealth management

trust outlasts spreadsheets.

sponsored by 4impactdata: start delivering scalable advisory in weeks–not months: see today’s special offer

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4impactdata: 10x your advisory.
not your headcount
.

by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间

like cpas, financial planners have long been associated with numbers people. they’re highly trained to use mathematics to address a client’s risk tolerance, goals, time horizons, and a magic “retirement number.” but george kinder, founder of the kinder institute of life planning, argues that most practitioners are overlooking the most obvious skill needed to be a successful advisor: listening. 

more rory henry and the holistic guide to wealth management

buy the holistic guide to wealth management

“too many advisors take the math-first approach,” kinder says. “instead, they should be doing deep listening and building trust with clients to help them construct their ideal life. only when that’s established should the math and money decisions be introduced.”  

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