Practice Development news October 2012

Practice

How You Can Guide the Future for America

Personal financial planning is the process of preparing for the inevitable tragedies of life that will affect each of us both financially and emotionally. It is a philosophy for intentional living, a framework for creating happiness, and offers joy in the face of life’s natural tendencies toward chaos and entropy.
Practice

Leverage Life Insurance to Leave a Lifetime Legacy

By helping clients leverage life insurance capabilities, financial advisors, CPAs and other wealth management professionals can significantly magnify the impact of their charity.
Practice

Who Are Your Real Competitors?

Don't overlook what might be your strongest competitors - the ones that aren't accounting firms at all. It all depends on your definition of what constitutes a competitor.
Practice

Validate Your Marketing with Google Trends

Many of us marketers go off our "gut," which can get us in trouble as many times as it can aid us. Google Trends allows us to test our gut with TONS of data that is free and readily available.
Practice

Target the 'Right' Clients - Become Their Trusted Advisor

Adding business advisory services is essential to growing your firm, but you shouldn't offer these services to all your existing clients. Determine which clients you should "wow" and how to become their trusted business advisor.
Practice

NewPoint Group Merges with Crowe Horwath

As part of Crowe Horwath LLP's continued national expansion efforts, the firm is welcoming the talent of Sacramento-based NewPoint Group, a consulting firm serving state and local government clients in California.
Practice

REDW Merges with Abalos & Associates and Miller, Allen & Co

REDW LLC announced September 30, 2012, that it will join forces with two prominent Phoenix-based certified public accounting firms - Abalos & Associates, PLLC, and Miller, Allen & Co., P.C.

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