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measure your clients, your people, your firm

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businessman sitting on scales with stack of coins in other tray

different activities require different metrics.

by domenick j. esposito
8 steps to great

there are a variety of ways to measure differing activities or capabilities for partners and team.

more by domenick j. esposito
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but some are better than others.

in some cases, performance measurement is easy to determine, as activities are based on individual performance. in other cases, performance measurement is the result of firm or shared activities. finally, some measurements are one-off with limited application.

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friedman: carbyne allocation = your new secret weapon | holistic guide to wealth management

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reallocate conservative assets into life insurance to enhance stability and after-tax returns.

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poe group advisors consistently excels in helping our clients find the right accounting practice sales opportunity.

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

life insurance has long been misunderstood. too often, advisors and clients alike dismiss it as costly, confusing, or underperforming. but as keith friedman, ceo and founder of fbo strategies, explains on our recent podcast, permanent life insurance deserves a second look. when designed and communicated correctly, life insurance can be a flexible, tax-efficient asset that provides protection, liquidity, and even a hedge against long-term care costs. 

more rory henry and the holistic guide to wealth management

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friedman, creator of the trademarked carbyne allocation® approach, has built his practice on independence, analysis, and transparency. he believes the industry needs to move past outdated sales tactics and toward thoughtful integration of insurance into portfolio construction and holistic planning. 

“permanent life insurance or cash value life insurance is frequently viewed as something that is expensive, rigid, and doesn’t perform,” friedman says. “now some of those things are true—but over time the commissions and fees are actually less than if you paid an advisor to manage your money.” 

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major accounting firm ipos on the way

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every year, the 2025 rosenberg map survey asks the industry’s top consultants to share their observations from cpa firms across the country: how do you think the next 12 months will unfold? trends? predictions? other thoughts? also, how would you assess the last 12 months? trends? observations? struggles?

artificial intelligence will affect talent at multiple levels.

by allan koltin
 the rosenberg survey

the second cpa firm flip (present private equity firm replaced by another private equity firm) of a top 20 cpa firm will take place in early 2026.

the first “rollup/consolidator” flip (rollups with revenues between $100 and $500 million) will take place. interestingly, when these rollups sell their equity stake, they won’t be acquired by “mothership” cpa firms but rather will go larger pe firm rollups and/or new pe firms desirous to enter the accounting profession.

more: the 2025 rosenberg map survey is available from 卡塔尔世界杯常规比赛时间 here.

there will be up to three initial public offerings (ipos) of significant accounting and consulting firms in 2026 and 2027. one might be a “tax only” cpa firm and the other two might be advisory and consulting firms.

by 2035, there will be six to eight cpa firms that are publicly traded (today cbiz is the only publicly traded cpa firm).
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clients need empathy

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henry
 rory henry, a behavioral financial advisor, is the director at arrowroot family office and co-founder of afo wealth management forward. he has created a program to help accounting professionals incorporate holistic wealth management and proactive planning services into their practice.

think about a return on relationships.

by rory henry
the holistic guide to wealth management

in his iconic work, “meditationes sacrae” (1597), sir francis bacon wrote that “knowledge itself is power.” many scholars believe bacon wanted to further the idea that having and sharing knowledge is the cornerstone of reputation and influence – and therefore power. all achievements emanate from this philosophy.

more: advisory includes more than you might think | wealth management: can you afford not to provide it?
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but in many areas such as business, finance, sports and the military, knowledge can be a competitive advantage. therefore, many are reluctant to share their knowledge with others.
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