Client Segmentation: Why Clarifying and Limiting Our Business Actually Helps it to Grow
Like the adage goes, you can't please everyone. And, you shouldn't try or your business will pay the
Stop dying and start living! Why you MUST learn to build a strategy team to experience positive growth, culture, and profitability
Without a strong strategic team, you can kiss away the idea of positive growth, culture, and profita
Simplifying the management of a Tax and Wealth Management business
Managing a tax and wealth management business isn’t easy. But it can be. And it is the fastest and
I blame Michael Kitces and myself
Let's play the blame game! I blame Michael Kitces for pushing the independent industry into the mode
The IDEOS™ method to transforming your mind and business
Below is the cliff notes primer on my IDEOS™ method and initiative planning that has helped transf
Improving Time and Energy Management and the Client Experience
It's time for you to introduce this idea to your business. You and your staff will love the time blo