Articles by gailperry

Day 58: Prisoner Squats

Well isn't it fitting that we're doing an exercise called Prisoner Squats as we are all imprisoned in our offices this spring? This afternoon break will strengthen your legs and your body core.

Day 57: Friday 6-Pack Abs Workout

Fitness expert Cindy Whitmarsh has provided us with a Friday workout that requires some floor exercises, so clear some space and start thinking about some serious beach time when busy season ends.

Day 54: Pampering Your Pinkies

You're at the computer most of the day. When you're not typing on a large keyboard, you're texting on your smartphone. Those digits get a workout and it's important to keep them in top shape. Today's daily fitness exercises focuses on the fingers, improving dexterity and coordination.

Day 52: Exercising Your Mind

Today's workplace fitness break is geared toward providing quick mindbenders you can use as breaks whenever you have a free moment or just need to cleanse your mind. Think of these as those little dishes of sherbet they serve between courses at nice restaurants.

Day 51: Stop! Stretch!

Tired of crouching over your desk and using the keyboard all day? Try these arm circle exercises and give yourself an afternoon pick-me-up!

Day 45: Seated Hip Stretch

Sciatica is a pain that can occur anywhere along your leg from your hip to your foot. Keep your sciatic nerve happy with today's easy stretching exercise.

Day 39: Weighted Jump Squats

Today's exercise strengthens your leg muscles and gives you an energy boost to get through the rest of the afternoon/evening. You can use either two equally weighted hand weights or a pair of full water bottles, however you can benefit from doing this exercise even if you don't use weights.

Day 37: Sit Down and Thin Your Thighs

Today's office exercise works the muscles in your calves, thighs, and butt and can easily be accomplished without any equipment.

Day 35: Wednesday Workout: No Equipment, No Excuses!

We're happy to welcome back Personal Trainer and Sports Nutritionist Cindy Whitmarsh who has some great ideas for energizing your afternoon! Each week, Cindy will share her tips to help you get fit and stay healthy!

Five Imperatives for Success on the Road to Wealth Management

There is an underlying pattern of philosophical, professional, and personal traits that are essential for every firm’s success in the area of providing wealth management services.

CPA + Wealth Management Services = Best of Both Worlds

Champion partners of CPA firms from across the country reveal what they feel are the benefits to offering wealth management services to their clients as well as partnering with a leading growth consultant for CPA firms to do it.

Day 32: Swing Time

It's time to get up and get fit! Here's a quick afternoon refresher that targets your abs, your butt, and your inner thighs.

Day 30: Exercises for a Healthy Heart

It's Valentine's Day, the perfect day to focus on keeping your heart healthy! Work on keeping your own heart in good shape while you daydream about the people you care about.

What Client Services Do Wealth Management Firms Provide?

Most CPA firms start their financial advisory services with a basic model of access to financial and investment products and over time add specialization, complexity and integration to arrive at a wealth management model.

1st Global BMS Model: Marrying Wealth Management Services and CPA Services by Adopting a New Way of Doing Business

David Davis, champion partner of JY WeathCare, LLC, an accounting firm in San Jose, California, shares his firm’s progression into providing wealth management services to clients and the thought processes behind it.

Opportunities to Serve

Many new CPA wealth management advisors, accustomed to tax deadlines driving business, view marketing on par with snake oil hucksters and plaid-coated used auto dealers. But what separates truly communicating your value from a “sales pitch” is this: the truth of your statement, the strength of your conviction and the intention behind each to benefit others.

Wealth Management: What’s in it for You and Why is it Important to Your Firm?

True wealth management firms help their clients with three macro issues: wealth accumulation, wealth protection and distribution and wealth transfer. The spotlight on wealth management is a result of increasing demand from clients, especially baby boomers, for customized personal services.

How Not Providing Wealth Management Services to Clients May Be a Disservice to Them

Chris Boynton, champion partner of Arxis Financial Inc., an accounting firm in Simi Valley, California, shares his firm’s progression into providing wealth management services to his clients and his thought processes behind it.

Why Should You Commit Your Firm to a Program of Change that Expands your Wealth Management Practice?

To address this question in a meaningful way, we need to take a long-term and broad perspective. First, your firm is probably experiencing a rush of activity, new business and revenue and profits growth. Sarbanes-Oxley has proven a boon to the profession.

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