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crosby, johnston: a human-first, tech-forward future | holistic guide to wealth management

research shows that money activates more areas of the brain than sex, death, politics, or religion.

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

a recent mckinsey study found that the demand for holistic financial advice increased 60% from 2018 to 2023. meanwhile, another mckinsey study projected a shortage of 100,000 financial advisors by 2034. that gap is leaving a massive opportunity for cpas to step up as holistic advisors. 

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buy the holistic guide to wealth management

a recent holistic guide to wealth management book panel discussion with two industry luminaries showed that cpas who are in the best position to thrive as holistic advisors are those who use technology to deliver deeper planning and relationship-driven advice. 

“traditional econometric models were all predicated on this idea that people were rational,” notes psychologist, author, and behavioral finance expert, dr. daniel crosby. “what we actually know is that it is perhaps least true of us when it comes to money.”  

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advisory & consulting

what empowerment does for your firm

two men talking across a table, one holding a sheet of paper, window and brick wall in background

ten ways to get started.

by alan anderson, cpa
transforming audit for the future

empowerment seems like it would be the easiest attribute to build up in a firm, but it’s actually one of the hardest. firms go to these kumbaya events on leadership and trusting your team, but then when they go back to the office the next day, nothing has changed.

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empowerment is last in my book because it’s the furthest from what clients value most. clients look at what’s in it for me – they value what’s relevant to them. but empowerment is the most important attribute in our framework. it’s the key to unlocking the power of your team.
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advisory & consulting

hooda: model a 7-figure firm in 10 hrs/week | the concierge cpa

build a business that runs itself.

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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

when concierge cpa host jackie meyer met uk-based accountant reza hooda at growcon, they quickly realized they were professional doppelgängers.

both transitioned from traditional tax firms to leading-edge advisory businesses. both created proprietary pricing models. both teach accountants how to reclaim their time, value, and purpose.

more jackie meyer

but hooda’s journey is one every accountant needs to hear: the story of how he walked away from pwc, bought a traditional firm from his father-in-law at the worst possible economic moment (2008’s global financial crisis), and slowly rebuilt it—from paper files and printed emails to seven-figure advisory success, working less than 10 hours a week.

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advisory & consulting

ten questions to ask potential clients before it’s too late | listicle

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

it’s helpful to know about a potential client before taking them on.

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are they organized? careless? complicated? honest? what’s their attitude toward paying taxes? where do they need help? here are 10 questions to ask before you commit yourself.
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advisory & consulting

the unsexy grind behind the advisory transition

three people in office looking at laptop screen

the myth vs. the reality.

by frank stitely
the relentless cpa

let’s get one thing out of the way: becoming an advisory firm is not a mindset shift. it’s not about “finding your why.” and no, it’s definitely not as simple as bundling your services and slapping a higher fee on them.

more by frank stitely
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we’ve spent the last three years transitioning to an advisory model, and the most accurate description i can offer is this: it’s a three-year construction project that you start without blueprints, building permits or working plumbing – and halfway through, someone hands you a violin and says, “now you’re a musician.”

still want to go advisory? good. you should. but pack lunch, wear boots and bring a violin.
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