fieldguide founder: why repeat last year’s questions? | the disruptors
saly isn’t useless—but it shouldn’t be lazy.
the disruptors
with liz farr
special
how to conduct a client situation review
the benefits are high, but only if the right people are involved.
by domenick j. esposito
8 steps to great
the client situation review (“csr”) is an effective tool for delivering client value.
more by domenick j. esposito
exclusively for pro members. log in here or 2022世界杯足球排名 today.
the csr process is one of the most powerful and effective techniques for strengthening a client relationship and improving the quality and level of your service. in the spirit of building a mid-market sustainable brand, you can use the csr to demonstrate your ability to add value by providing creative ideas, asking the right questions, identifying challenges and providing solutions.
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student loans after obbba: what advisors need to know now | holistic guide to wealth management
new repayment rules and borrowing caps are forcing a rethink of long-term planning.
originally published oct. 2025
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by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间
student loan debt has quietly outgrown its stereotype.
what was once viewed as a challenge for early-career professionals is now showing up in family balance sheets, tax returns, and retirement plans. parents nearing retirement—and retirees themselves—are increasingly carrying education debt, often on behalf of their children. for cpas and financial advisors, student loans are no longer a niche planning issue. they’re a multigenerational one.
with more than $1.8 trillion in federal student loan debt spread across 42.5 million borrowers, the scale alone demands attention. but it’s the shifting who—not just the how much—that makes this moment critical for advisors.
that shift is the focus of this episode of holistic guide to wealth management, featuring alex bottom, ceo of finology, and ryan galiotto, cfp®, cslp®, founder of the student loan help network. their conversation unpacks how legislation, demographics, and delayed life milestones are reshaping student loan planning—and why advisors can’t afford to sit this one out.
the hidden friction killing cas profitability | it’s not just the numbers
cas success isn’t accidental. it’s engineered.
originally published november 2025
this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by the balanced millionaire: the advisor edition by dr. jackie meyer | see today’s special offer
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it’s not just the numbers
with penny breslin and damien greathead
for 卡塔尔世界杯常规比赛时间
client advisory services (cas) continue to outperform every other service line in accounting. but firms that treat cas as “enhanced bookkeeping” quickly hit a ceiling. the firms that scale profitably make harder—and smarter—choices: who they serve, how they staff, how they price, and how they explain their value in a world obsessed with automation.
more penny breslin and damien greathead | more advisory & consulting | buy “it’s not just the numbers”
in this episode of it’s not just the numbers, co-hosts penny breslin and damien greathead get refreshingly practical about what actually drives cas success. their message is clear: strong cas practices are built intentionally, not incrementally.
one question cuts straight to the tension many firm owners feel: should teams see profitability numbers?
breslin and greathead don’t argue for radical openness—or secrecy. instead, they advocate for profit literacy.
teams don’t need to know margins by client. they do need to understand three things:
the job crisis is a myth; the job remix is not | accounting voices
automation deletes tasks, then dares accountants to create new value on purpose.
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accounting voices
with rob brown
artificial intelligence is no longer a concept that accountants debate in panels or pilot projects. it is actively reshaping how firms hire, train, and define value.
in this episode of accounting voices, host rob brown delivers a blunt assessment of what many professionals are already sensing, but few are saying out loud: ai is not coming for your job. it is coming for what your job does.
that distinction changes everything.
brown frames the moment as an ai talent shock—a structural shift that is quietly altering career paths across public accounting, corporate finance, and advisory work. this is not about fearmongering or futurism. it is about reality on the ground.