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nicholson, fox: exit planning and the psychology of letting go | holistic guide to wealth management

“no one wants to leave the irs more than they have to.”

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

an estimated 10 to 12 million boomer-owned businesses are expected to transition over the next decade. that’s a massive wave of planning, liquidity events, and legacy questions. yet experts say most owners don’t engage advisors until they’re well into the deal process.

more rory henry and the holistic guide to wealth management

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“by the time they come to us, they’ve often already signed a letter of intent,” laments randy a. fox, cfp, aep, founder of two hawks family office services, on a recent panel discussion for contributors to my new book, holistic guide to wealth management. “that shuts the door on a lot of the strategies that could have helped them keep more of what they built,” fox added. 

fellow contributor and panel discussion guest christine nicholson, author, business consultant, and exit planning specialist, has worked with hundreds of owners. she sees the same distorted view of reality cloud their thinking — owners mistakenly assume their kids will take over and believe their business is worth far more than it really is. read more →

accounting influencers

how accounting leaders build influence without a big four resume | accounting influencers

…and the 8 emerging leadership paths that can help you rise to the top…


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accounting influencers
with rob brown

in the world of accounting, influence is no longer the exclusive domain of big four alumni or ivy league pedigrees. each december, accounting today releases its top 100 most influential people list, highlighting leaders who shape the profession. the surprising truth behind many of these selections? over 70% started from modest beginnings, without elite credentials, but with a clear strategy for building career capital.

in a recent episode of the accounting influencers podcast, host rob brown delves into the evolving landscape of leadership in accounting. “this isn’t about popularity or vanity metrics,” brown says. “it’s about curating influence—the kind that drives innovation, fosters relevance, and moves the profession forward.”

read more →

pro member exclusive

priority no. 1: your mental and physical health

henry
 rory henry, a behavioral financial advisor, is the director at arrowroot family office and co-founder of afo wealth management forward. he has created a program to help accounting professionals incorporate holistic wealth management and proactive planning services into their practice.

read this before you start adding new service offerings to your practice.

by rory henry
the holistic guide to wealth management

most of you reading this article are highly motivated, highly disciplined individuals with a keen eye for detail and incredible dedication to your clients. i’m sure many of you are thinking about ways to squeeze even more productivity out of your day so you can find time to incorporate financial advisory services into your thriving practice.

more: build stronger financial futures with health care planning | marketing strategies for wealth management services | an accountant’s role in exit planning | trust and estate planning is for clients of all ages | help clients manage and embrace investment risk | tax advisory services: a pathway to greater financial freedom | leverage ai to grow and protect revenue: six steps | four ways to provide wealth management in your accounting practice | what multiples mean to accounting firms | how wealth management has evolved | why now is the time for cpas to embrace wealth management
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we all know about the burnout epidemic plaguing the accounting profession, and it’s not just a mental health issue. before you start burning the candle at both ends, please review the cautionary tales of highly accomplished cpas and entrepreneurs below who’ve had to make significant recalibrations to their lives when their health ultimately failed them.
read more →

growth strategies

hiring strategies for your dream team

woman and man shaking hands across a desk

who do you bring on first?

by jackie meyer

“a team is not a group of people who work together. a team is a group of people who trust each other.” – simon sinek, “start with why”

building a successful advisory practice isn’t a solo endeavor. yes, you might start as a one-person shop, but to truly scale your business, reclaim your time, and achieve the balanced millionaire lifestyle, you’ll eventually need a strong, capable team. otherwise there’s a cap, or ceiling, on your revenue generation while you also burn all of your time.

more: the ai revolution: embracing artificial intelligence in your practice | leverage technology for growth | streamline your operations with systems and processes | craft tiered service packages for maximum impact | master the roi method: price for value, not time | from compliance to advisory: shifting the value proposition | niche down to scale up | how to define your vision | 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.

 

this article focuses on the critical process of hiring a team that aligns with your vision and values. we’ll explore how to identify what roles to hire for, craft compelling job descriptions to attract the right talent and conduct effective interviews to vet candidates.
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