free: 117 no-brainer ways to attract new clients
after seeing this, 9 in 10 accountants put at least one of these strategies to work in their practice.
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how to cultivate holistic wealth
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
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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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kinder: put vision before numbers | holistic guide to wealth management
trust outlasts spreadsheets.
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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.
“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.”
are you solving too many problems?
choose leadership over management.
by anthony zecca
leading from the edge
one of the biggest obstacles to a firm realizing its potential, its partners and staff realizing their potential, and a firm leader maximizing his impact on the trajectory of the firm is when the line between leading and managing gets blurred.
more by anthony zecca
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too often, center leaders believe their job is telling everyone what to do and how to do it (managing things) versus providing the tools, authority and clarity on the firm’s strategic objectives and then getting out of the way (edge leadership). leadership at its most basic level is about inspiring everyone toward a common shared vision and ensuring that the decision-making hierarchy is clear and consistent within the firm’s mission and core values. edge leadership is not about tactics and how things are done, but about making sure everyone is doing the right things, with accountability for results.
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bissett bullet: compete solely on outcomes
today’s bissett bullet: “if a potential client is with a firm that has done a good job recording their past, let’s applaud that. we’re still the right choice for their future.”
by martin bissett