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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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Are you ready for disruption and correction?

Are you ready for disruption and correction?

If you’ve been an RIA for any length of time, you know your clients well. The day after the Dow takes a 500-point dive, your phone is ringing off the hook as you walk into the office. She’s terrified. Does this mean she’s going to lose her life savings? Should he take...

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5 steps to take before you grow

5 steps to take before you grow

If you’ve been able to make your franchise business a successful, profitable operation, adding another location may provide the perfect opportunity to double your success -- and your profits. That’s why the most successful franchisees in most operations are those who...

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How is your communications strategy?

How is your communications strategy?

In the ever-more-competitive financial services market, most RIAs are constantly looking for whatever will give them an edge over their competitors and keep clients from moving on. Some will share new insights others will add new lines of financial products, while...

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Get the right people on both sides of the balance sheet

Get the right people on both sides of the balance sheet

These days, you might be hearing the term “human capital” fairly frequently. That’s a recognition of the contribution people make to a firm’s value. Most often, we hear it in terms of staff and the increasing competition for the best employees -- what some call a race...

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The strategies behind refranchising

The strategies behind refranchising

Over the past few years, many of the larger restaurant chains have reduced the percentage of their company-owned locations by selling them to franchisees. During 2017, such refranchising was common in our industry. For example, McDonald’s® was wrapping up its...

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Small steps for balancing work and life

Small steps for balancing work and life

Most of the time, our words here focus on ways to grow your RIA business or improve your operations. Sometimes, though, we need to think about work in a different way -- as in why we do it in the first place. It’s not just about providing basic sustenance, because if...

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