in some cases, performance measurement is easy to determine, as activities are based on individual performance. in other cases, performance measurement is the result of firm or shared activities. finally, some measurements are one-off with limited application.
life insurance has long been misunderstood. too often, advisors and clients alike dismiss it as costly, confusing, or underperforming. but as keith friedman, ceo and founder of fbo strategies, explains on our recent podcast, permanent life insurance deserves a second look. when designed and communicated correctly, life insurance can be a flexible, tax-efficient asset that provides protection, liquidity, and even a hedge against long-term care costs.
friedman, creator of the trademarked carbyne allocation® approach, has built his practice on independence, analysis, and transparency. he believes the industry needs to move past outdated sales tactics and toward thoughtful integration of insurance into portfolio construction and holistic planning.
“permanent life insurance or cash value life insurance is frequently viewed as something that is expensive, rigid, and doesn’t perform,” friedman says. “now some of those things are true—but over time the commissions and fees are actually less than if you paid an advisor to manage your money.”
it just changes the services the client needs, and it may bring family members into new financial relationships. here are 10 services you can offer. read more →
the center for accounting transformation, a 卡塔尔世界杯常规比赛时间 contributor and collaborator, has earned two honors in the 2025 marcom awards, one of the largest international creative competitions recognizing excellence in marketing and communications.
more center for accounting transformation | more pipeline
a new handbook from 卡塔尔世界杯常规比赛时间, 10x advisory in the ai era, distills proven operating models and tools for firms seeking to grow advisory capacity, to price on value, and to institutionalize delivery.
authored by eric eager, founder and ceo of 4impactdata, the handbook reflects the firm’s ai-powered technology that enables cpa firms to scale client accounting services without adding staff.
“firms do not scale advisory by working harder,” says rick telberg, ceo and editor-in-chief of 卡塔尔世界杯常规比赛时间. “they scale by redesigning the work, institutionalizing delivery, and pricing outcomes. this handbook shows a safe, simple, and fast path to do exactly that.”
designed for firm leaders, practice managers, and advisors, the ebook organizes ten concise chapters into an end-to-end roadmap: start, target, productize, price, train, and scale. each chapter translates research and field-tested practices into actionable steps, templates, and metrics.
in 10x advisory in the ai era, eager delivers:
a start-here sequence for the first 90 days of building advisory
a targeting framework linking icp, offer, and channel to pipeline quality
capacity design for “100 clients, one advisor” with throughput-first workflows
forward-looking “navigator” meeting structures and artifacts
dynamic pricing menus that align value, risk, and timing
a repeatable talent ladder from apprentice to advisor
institutionalization tactics: playbooks, platforms, and shared services
impact-focused metrics and a simple economic model for 10x scale
exclusively for pro members. log in here or 2022世界杯足球排名 today.
by 卡塔尔世界杯常规比赛时间 research