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three tools to keep your strategy on track

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accountability is key.

by domenick j. esposito
8 steps to great

in my experience, making sure that your economic model becomes reality only happens with persistent and consistent accountability.

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to achieve accountability, i recommend three management tools that will help you create focus and improve performance:

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simone: financial planning’s most overlooked piece | holistic guide to wealth management

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as your client’s trusted advisor, can you afford not to include it?

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by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间

“the first wealth is health,” wrote ralph waldo emerson. healthcare is one of the biggest expenses in retirement, yet it’s often overlooked in financial planning. for many clients, uncertainty around coverage can be as stressful as market swings or tax changes. 

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christine simone, partner at move health and contributor to holistic guide to wealth management, believes health care planning should be part of every advisor’s toolkit. research shows that two–thirds (65%) of clients would like their advisors to help them with health insurance planning, but only 4% receive that help. “if you’re not addressing [that gap], there’s a good chance your clients will look elsewhere,” simone observes.  read more →

help clients envision their future selves

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businessman sitting on cloud

ask the “best hopes” question.

by rory henry
the holistic guide to wealth management

when helping clients plan for retirement, exit their businesses or reach other major financial goals, we tend to default to the numbers. financial projections, spending needs, drawdown rates and risk tolerance are great navigational aids, but as lewis carroll wrote in “alice in wonderland,” “if you don’t know where you’re going any road will take you there.” however, a new approach is showing that getting in tune with our future selves is one of the best ways for clients and their advisors to plan for retirement.

more: how to use values-based financial planning | life planning: going beyond the financials | understand clients’ relationship with money | from services to experiences to transformations | how behavioral finance works | priority no. 1: your mental and physical health | trust is the primary ingredient | how to prepare your clients’ kids for their inheritance | quantifying the value of an advisor | raise your rates to change your clientele | how wealthtech is reshaping the future of holistic advice | profile of a modern firm: putting the vision into practice | tsunami of m&a, pe is disrupting the accounting profession | introducing you to a fulfilling return on relationships
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as a result, we must continually adjust our goals, including retirement planning, and that comes by getting well acquainted with our “future selves,” according to ucla professor hal hershfield. he said that while it’s important for you to consider the goals for yourself when it comes to money and saving, it’s just as important to think carefully about the goals you have for your future self long after you have stopped earning an income.
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how smart firms handle dei | accounting influencers

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accounting leaders face pressure to choose a path that could reshape talent pipelines and firm culture for years to come.

sponsored by “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients.”
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accounting influencers
with rob brown

deloitte’s decision to dismantle its diversity, equity, and inclusion (dei) program for 173,000 u.s. employees is sending shockwaves through the accounting profession, exposing deep divisions on a global scale and forcing firm leaders to weigh politics against talent priorities.

the move—ending dei goals, disbanding related departments, eliminating annual reporting, and ordering staff to remove pronouns from email signatures—came just hours before deloitte uk issued a memo affirming its commitment to dei.

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