4 top communication habits
show that you value your clients – and yourself.
by martin bissett
passport to partnership
featured
want to be a partner? meet these 17 expectations
plus four super basics.
by marc rosenberg
the rosenberg practice management library
we’ve all heard the names given to various generations of people over the past century. the lost generation. the greatest (wwii) generation. the silent generation. baby boomers. gen x. millennials. gen z. though i don’t know of any studies on this, i’m quite sure that every generation of cpa firm ownership has complained – bitterly – about the younger generation.
more: five reasons not to make someone a partner | yes, you need another partner | what prospective partners should ask their firm | making partner: 15 steps to the buy-in | drive your profits with only four metrics
exclusively for pro members. log in here or 2022世界杯足球排名 today.
baby boomers and gen xers love to complain that today’s staff don’t want to be partners. they cite this as a major reason why it’s so difficult to bring in new partners.
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lease accounting hits hard
stream or download the episode. | follow 卡塔尔世界杯常规比赛时间 podcasts on apple here. | or paste this rss link into the podcatcher of your choice.
podcast: after a brief pandemic pause, new lease accounting rules will get very real in 2022.
with ane ohm
ceo, founder of leasecrunch
after a delay for the pandemic, new lease accounting rules are set to take effect in 2022 and too many firms and companies aren’t ready, ane ohn, founder and ceo of leasecrunch software tells 卡塔尔世界杯常规比赛时间.
these five procedures will simplify your tax season
of course, this includes checklists.
by ed mendlowitz
tax season opportunity guide
one way to guarantee extra work is to have everything always done differently each time it is done.
more: 11 steps to better client tax instructions | get your team ready for tax season
not establishing uniform procedures is bad business and unnecessarily consumes part of your life. consistency in performance reduces work and review time and creates a greater reliance on the staff people.
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clients who prefer obscurity
referrals are your best way to gain the trust and business of the super-rich.
by anthony glomski and russ alan prince
your $5-million high-net-worth practice
client-focused business development is fundamental. the everyone wins process is effective at every level of wealth. as we said, the everyone wins process is not only business-enhancing, it’s life-enhancing. so, if you are interested in working with the super-rich and with single-family offices, mastering the everyone wins process will serve you well.
more: four steps of stress testing | the smart way to handle financial products | three types of family offices for the wealthy | virtual workshops guide clients through covid | thought leadership is more precious than ever
on the other hand, you will need to make modifications to how you operate, including what you can deliver to these cohorts when it comes to your high-net-worth practice. an obvious example is that a single-family office will turn to you for all that most high-net-worth practices can deliver. this is extremely rare.
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