The Better Way; A Better Life

[...] A recent study by Oxford Martin School on job losses due to computerization and atomization addresses this question in a shocking way. It suggests [...]

[...] When it comes to CPAs referring clients to financial advisors, I suggest that it’s a lose-lose scenario. If we perform poorly for your client, your [...]

[...] I argue that most financial advisors are takers disguised as givers. They are from the school of entitlement, which asks, “ [...]

[...] Levitt, a lecturer in business administration at Harvard Business School. The article, Marketing Myopia, became one of the most influential business papers of its time. In the [...] [...]

[...] Mastering The C6 Pyramid [...]

[...] When it comes to CPAs referring clients to financial advisors, I suggest that it’s a lose-lose scenario. If we perform [...]

I steadfastly argue that you (accountants) are in a new era of structural change in your profession, where you have the significant opportunity to con [...]

[...] Maynard Garfield, author of the book, Persuasive Communication: Get What You Want without a Gun, tells the [...]

[...] within a framework of a strategic, dynamic, and integrated relationship. One of my all-time favorite movies is the 1996 box [...] [...]

The idea that the accountants might peddle financial products for commission seemed like turning left and right at the same time. It was thought that [...]

CPAs know and understand that they must add more value (services) to their client’s relationship. They know that they must be more proactive to surv [...]