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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.
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Help business owners with exit planning, philanthropy
Many of your best clients are successful entrepreneurs. Their businesses represent 80% to 90% of their estate. And while that net worth number may be substantial, it’s often illiquid and prevents the owner from enjoying the rewards of all their hard work.
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You can’t maximize ROI without ROR
I don’t enjoy grocery shopping. But at least my local supermarket makes it easy to find everything on my list all under one roof.
Boosting your ‘return on relationship’
Malcolm Forbes liked to say, “Advice is more fun to give than to receive.” But the right advice in the right framework can be invaluable, including advice that prevents clients from engaging in harmful behaviors.
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How to cross sell services between entities
Creative Planning’s recent acquisition of Bergen KDV ushered in a brave new world of integrated tax, accounting, wealth management, estate planning, and other professional services that were provided by the same firm.
Gen Z wealth: Soft saving & holistic prosperity
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Gen Z wealth: Soft saving & holistic prosperity
An entire generation of young people is challenging the conventional wisdom of working hard for 35 to 40 years—and not touching their accumulated wealth until full retirement age.
Voices Planning beyond the numbers
When helping clients plan for retirement, for exiting their business or for reaching other major financial goals, we tend to default to the numbers. Financial projections, spending needs, drawdown rates and risk tolerance are great navigational aids.
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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.”

Financial Planning: Beyond the Numbers

When helping clients plan for retirement, exit their business or reach other major financial goals, we tend to default to the numbers.

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 …

Tax_Pro_Center_Logo_Final_large_BW
How to cross sell services between entities
Creative Planning’s recent acquisition of Bergen KDV ushered in a brave new world of integrated tax, accounting, wealth management, estate planning, and other professional services that were provided by the same firm.
Gen Z wealth: Soft saving & holistic prosperity
Tax_Pro_Center_Logo_Final_large_BW
Gen Z wealth: Soft saving & holistic prosperity
An entire generation of young people is challenging the conventional wisdom of working hard for 35 to 40 years—and not touching their accumulated wealth until full retirement age.
Voices Planning beyond the numbers
When helping clients plan for retirement, for exiting their business or for reaching other major financial goals, we tend to default to the numbers. Financial projections, spending needs, drawdown rates and risk tolerance are great navigational aids.
Tax_Pro_Center_Logo_Final_large_BW
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.”

Financial Planning: Beyond the Numbers

When helping clients plan for retirement, exit their business or reach other major financial goals, we tend to default to the numbers.

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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