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marketing & sales

leadership is an upward spiral

businessman bursting through flames and fireworks

four key questions to ask yourself.

by martin bissett
passport to partnership

unhappy and difficult clients help our firms to improve our client management skills and present opportunities to refine our leadership skills.

more by martin bissett

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it is tough for us to build a successful firm without difficult clients or internal personnel issues in order to provide learning experiences for us to build a robust and commercially successful infrastructure.
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shein: no pe? no m&a? no problem | the disruptors

there’s more than one way to scale.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

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poe group advisors consistently excels in helping our clients find the right accounting practice sales opportunity.

the disruptors
with liz farr

steve shein thought small accounting firms need a different option than private equity or the traditional m&a route. so he founded franklin alliance, which operates differently from either of those models.  

unlike traditional private equity models that typically focus on cost reduction and mandate immediate process changes, franklin alliance operates as an investment partner with a fundamentally different structure. “we’re trying to build this intentionally, with the goal of being a differentiated partner, specifically for small firm owners who care about things like culture, autonomy, and their firm identity,” shein explains. 

more streaming: hood and weber: time to rise | proctor: turn dumb ideas into brilliant solutions | carter-gray: how 1 poor review strengthened the firm | hartman: upwork to “40 under 40” in 3 years | telka: transform fear into fuel | woodard: move past reports; deliver results | baker: find true purpose to end burnout | brolin: the w.i.n. leadership formula | gertrudes: how eos & “unreasonable hospitality” reshaped growthlab | vilms: the power of people in a tech-driven world | dickerson: from diagnosis to disruption | kapilovich: treat people like people | martha yasso: from wall street to main street | jackie meyer: tax plans in 90 seconds? believe it  | erica goode: build a $200k firm in 15hrs/week |

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“we built this platform as an operating company specifically so we’re not a fund,” shein explains. “it’s backed by venture capital and family offices, which basically means that the profile of the investors that we’ve taken capital from has a longer-term time horizon.” 

this structure enables what shein calls a “culture of growth rather than a kind of cost rationalization,” which is a better fit for many small firms. the approach contrasts with acquisitions by regional firms, where acquired firms are generally forced to adopt new processes, workflows, and technology within 90 days. 

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pro member exclusive

measure your clients, your people, your firm

businessman sitting on scales with stack of coins in other tray

different activities require different metrics.

by domenick j. esposito
8 steps to great

there are a variety of ways to measure differing activities or capabilities for partners and team.

more by domenick j. esposito
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

but some are better than others.

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.

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featured video

friedman: carbyne allocation = your new secret weapon | holistic guide to wealth management

reallocate conservative assets into life insurance to enhance stability and after-tax returns.

sponsored by poe group advisors: helping accountants buy, build, and sell exceptional firms. see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss
poe group advisors consistently excels in helping our clients find the right accounting practice sales opportunity.

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

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. 

more rory henry and the holistic guide to wealth management

buy the holistic guide to wealth management

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.” 

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