by gailperry on Aug 29, 2012
In the face of rising competition, a stagnant economy and increasing demands from clients, successful CPA firms of the future will have to leverage their value and expertise to position themselves as the premier strategic partner for financial solutions.
by gailperry on Aug 29, 2012
The late American entrepreneur, author and personal-development speaker Jim Rohn said, "One customer, well taken care of, could be more valuable than $10,000 worth of advertising."
by gailperry on Aug 29, 2012
Plan sponsors typically rely on financial advisors or retirement plan consultants to benchmark their plans and evaluate plan providers. So it is vital for advisors who serve the retirement plan marketplace to have an in-depth understanding of what must be reviewed.
by Terri Eyden on Jul 26, 2012
CFP Board's consumer advocate Eleanor Blayney offers tips on how consumers can reclaim their long-term financial security by following a smart, pragmatic approach to investing.
by gailperry on Jul 22, 2012
While small business owners typically use defined-contribution plans with an elective deferral feature to provide retirement benefits to employees, defined-benefit plans may be ideal for small-business owners over 50 who are interested in saving a substantial amount of money for retirement in a short time period.
by gailperry on Jul 22, 2012
What do fly-fishing clubs, the FBI and thought-provoking riddles have to do with your business? Each can provide a platform to market your services to new and existing clients.
by gailperry on Jul 22, 2012
Now more than ever, clients approaching the retirement red-zone want to consolidate their financial services with a single trusted advisor. They want a firm that has the ability to craft solutions for a wide spectrum of financial planning and tax issues.
by Terri Eyden on Jun 26, 2012
Leaders of market-dominating CPA firms report that the Golden Age for the CPA profession, the period of high growth from 2002 through 2007, will not be repeated. Additional revenue sources must be sought to achieve profitable growth.
by Terri Eyden on Jun 26, 2012
Periodic client review meetings give CPAs and financial advisors the opportunity to put all their tools to work. They’re a good way to reconnect with your clients after tax season and continue to build and strengthen the relationship you have with each other.
by Terri Eyden on Jun 26, 2012
Much has been written about the demographic trends and macroeconomic factors that continue to affect succession planning for small business owners. Most of it can be boiled down to three key points.
by Terri Eyden on Jun 13, 2012
Results of the IPT's Elder Investment Fraud and Financial Exploitation Survey reveal that 84 percent of respondents who deal with investment fraud/financial exploitation of senior citizens agree that the problem is getting worse.
by gailperry on May 29, 2012
Creating top-of-mind awareness of the solutions your firm offers is an essential ingredient in the success of any wealth management firm. Consistent marketing of these solutions can be the key difference between a marginal wealth management firm and a hugely successful one.
by gailperry on May 29, 2012
Client meetings give CPAs the opportunity to put all their tools to work. Done well, they are productive and rewarding, both monetarily and psychologically. Improperly done, they can be a disaster.
by gailperry on May 29, 2012
As CPAs and financial advisors, we strive to help our clients get to a better place in life. But every once in a while, you come across a client who has done everything right.
by AccountingWeb on Apr 24, 2012
DALBAR released its Quantitative Analysis of Investor Behavior (QAIB) report last month and the results of the study are shocking but – sadly – not very surprising.

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