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Competition: The Race Toward the Future

Competition: The Race Toward the Future

In the changing insurance marketplace, agencies aren’t simply competing against other agencies in the same city or town, or with the same product or service offering. Agency owners today must have the right business practices in place to compete on a national and even...

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Refresh Your Network

Refresh Your Network

Some people will tell you we’re more connected than we’ve ever been before, thanks to technology such as cellphones and social media. It’s a safe bet that you’re connected to many clients through Facebook®, LinkedIn®, Instagram®, and other platforms. But is your...

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Transforming into a data-driven business

Transforming into a data-driven business

Businesses that are striving to be innovative often embrace popular terminology. One concept that’s been receiving a great deal of attention is “data-driven,” as in a business that roots its operations and decision-making in solid data rather than subjectivity. There...

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Capitalizing your CPA practice’s succession plan

Capitalizing your CPA practice’s succession plan

If you’ve developed a plan to address the future viability and ownership of your CPA practice, congratulations. You’re ahead of most practices. But having a plan to govern who may become partners or how they’ll be selected is only part of what you need to consider....

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Can you ever get ahead of technology?

Can you ever get ahead of technology?

Colin Randall* is frustrated. His firm’s clearing partner just updated its software suite, and Colin discovered that the earlier version of Windows on three of the five computers in the firm’s office are incompatible. Terry, his friend who runs the local computer...

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Are you creating a legacy or capital?

Are you creating a legacy or capital?

As a longtime partner in your CPA practice, you’re proud of your professional expertise and what you’ve been able to accomplish. Whether you took the step of becoming a partner to have a bigger say in how your practice serves its clients, to gain a greater reward for...

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Are you creating a legacy or capital?

Are you creating a legacy or capital?

Are you creating a legacy or capital? As a longtime partner in your RIA firm, you’re proud of your professional expertise and what you’ve been able to accomplish. Whether you took the step of becoming a partner to have a bigger say in how your clients are served, to...

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A simple map for partner buy-ins

A simple map for partner buy-ins

A simple map for partner buy-ins Typically, CPA firms devote a great deal of thought to partner retirements. That’s no surprise, given that most CPAs work hard throughout their careers to ensure they are able to make the most of their post-retirement years. But it’s...

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