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Behavioral finance for CPAs and pro athlete clients
When I was 12 years old, I accompanied a very imposing NFL football player named Jackie Slater to an LA Lakers basketball game.
Tax pros and the Great Wealth Transfer Opportunity
Trillions of dollars in assets will shift from boomers to younger generations over the coming decades.
Be the Flywheel to Increase Revenue
“This will be the largest transfer of wealth the nation has ever seen in such a short period of time.”
Behavioral finance for CPAs and pro athlete clients
When I was 12 years old, I accompanied a very imposing NFL football player named Jackie Slater to an LA Lakers basketball game.
How to communicate large tax bills to your clients
As a CPA, EA, or tax preparer, busy season seems to get longer, more stressful, and more complicated every year.
Deep Listening is a superpower
A Morningstar study of investor behavior found that the future vision we have of ourselves (or lack thereof) …
Tax advisory supercharges your business
Most tax professionals consume too much time in compliance when tax advisory supercharges business. Many CPAs are …
Deep Listening is a superpower
Do you sometimes feel more like a therapist than a financial advisor? If so, you’re not alone.
CPAs find opportunities in financial planning
Adding financial advisory services to your practice is a great revenue enhancer that deepens your client …
Behavioral finance for CPAs and pro athlete clients
When I was 12 years old, I accompanied a very imposing NFL football player named Jackie Slater to an LA Lakers basketball game.
How to communicate large tax bills to your clients
In this episode, Rory speaks with Ron Baker, the founder of the VeraSage Institute, co-host of The Soul of Enterprise
Deep Listening is a superpower
When I was 12 years old, I accompanied a very imposing NFL football player named Jackie Slater to an LA Lakers basketball game.
Tax advisory supercharges your business
In this episode, Rory speaks with Ron Baker, the founder of the VeraSage Institute, co-host of The Soul of Enterprise
Deep Listening is a superpower
When I was 12 years old, I accompanied a very imposing NFL football player named Jackie Slater to an LA Lakers basketball game.
CPAs find opportunities in financial planning
In this episode, Rory speaks with Ron Baker, the founder of the VeraSage Institute, co-host of The Soul of Enterprise
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