today's features
leadership

how to compete against any size accounting firm

yes, you can “run with the big dogs.”

by domenick j. esposito
8 steps to great

even these days – or, especially these days – there is room in the cpa firm market to build a powerful mid-market sustainable brand and, yes, potentially the category killer.

more by domenick j. esposito
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the opportunity is there for the taking.

but you need to focus on what matters if you want to “run with the big dogs.”

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featured video

johnson, lohrfink: estate planning’s the next frontier | holistic guide to wealth management

technology streamlines the process, but strong communication builds the needed relationships.

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

research shows that 93% of people want estate planning services from their financial advisor, but only 22% are actually getting that advice. as detailed in my new book, holistic guide to wealth management, for cpas, estate planning offers practitioners the ability to provide a family office level of care to clients, whether they are business owners, retiring boomers, or next gen. 

more rory henry and the holistic guide to wealth management

buy the holistic guide to wealth management

danny lohrfink, co-founder and chief product officer of estate planning software wealth.com, said estate planning has long been an antiquated profession that costs a lot of money, takes a great deal of time, and often delivers an outcome that is too complex for the client/family to understand. “these are the kinds of core problems that technology is meant to solve,” notes lohrfink, a contributor to my book. “how do you reduce the cost and amount of time spent doing things?”  

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listicle

ten topics for news releases | listicle

//www.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

a news release is a short article you can send to newspapers, radio stations, podcasters and other media. it announces something new about your firm or provides the basic information a reporter needs to start writing an article.

more listicles here

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sometimes a newspaper will run the release just as written, especially if you tell them it’s exclusive to that organization. here are 10 topics you can write about.

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advisory & consulting

how behavioral finance works

woman and man smiling and talking in business setting

what does money mean to the client?

by rory henry
the holistic guide to wealth management

i decided to call my book “the holistic guide to wealth management” because leveraging a suite of financial services offerings that work in harmony with each other is a powerful business model that can transform your firm. the transformative power of this model, however, is based on the human side of the advice we provide clients and how we can improve their lives. it’s about shifting the conversation from integrating and delivering services to clients to gaining a deep understanding of a client’s values and what gives them a sense of well-being.

more: manage change through a pact | priority no. 1: your mental and physical health | trust is the primary ingredient | how to prepare your clients’ kids for their inheritance | annuities and insurance growing more attractive | quantifying the value of an advisor | raise your rates to change your clientele | how wealthtech is reshaping the future of holistic advice | profile of a modern firm: putting the vision into practice | tsunami of m&a, pe is disrupting the accounting profession | introducing you to a fulfilling return on relationships
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what is behavioral finance?

the corporate finance institute defines behavioral finance as “the study of the influence of psychology on the behavior of investors, as well as on financial analysts.” dr. daniel crosby, chief behavioral officer at orion, and author of best sellers “the behavioral investor” and “the laws of wealth: psychology and the secret to investing success,” takes it a step further.
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accounting influencers

change=hard. obsolescence=worse. | accounting influencers

turn disruption into opportunity and lead with confidence.

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accounting influencers
with rob brown

as disruption reshapes the accounting profession, a harsh reality is emerging: the vast majority of firms are not keeping pace. in this episode of accounting influencers, host rob brown warns that more than 70% of accountants globally are unprepared for the seismic changes sweeping through the industry, from ai and automation to evolving client expectations and a volatile talent marketplace.

“disruption isn’t coming. it’s already here,” brown says. “those who don’t make the shift in time are going to get left behind—plain and simple.”

the show explores how outdated processes, resistance to change, and lagging leadership development are putting firms at risk. leaders can no longer afford to rely solely on technical skills. today’s environment demands influence, adaptability, and a willingness to tackle uncomfortable change head-on.

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