23 May 2019

Plan For More Advisory Success

2019-06-05T18:47:57-04:00May 23rd, 2019|Leadership|0 Comments

(This article appeared in 2009 on FastCompany.com)   Businesses can do well without planning, many do. However, even successful businesses get to a point where growth becomes an elusive goal. To become a high performing organization, to grow rapidly, a company really needs a planning and monitoring process. Got yours? I sure do have mine! Back in 2000, a major shift in my business occurred when I came across the One Page Business Plan® process. Now, don’t let the simplicity of the name fool you. While the process helps you create a business administrative, management, operations, and marketing plan, it's much more. Start a business by writing down important elements of what you've been thinking. Diagnosis of how

9 April 2019

One Cost Effective Way To Lead Your Team To More Success

2019-04-17T13:16:04-04:00April 9th, 2019|Leadership|0 Comments

One great way to provide value to your team is to help them grow. Whether it’s growing their career or growing their book of business, sharing resources that have helped you may help them, too. Books can be very inspiring—I’ve confirmed this many times in my life. For example, on two separate occasions, I’ve tasked assistants with organizing my business library. Just from reading the titles (and perhaps some skimming), these assistants were motivated to ask me how they could start their own businesses! Most firms don't think about creating an office library, but books are still a very budget-conscious and effective way to share knowledge. Reading is a top strategy for many industry leaders. That’s

22 January 2019

5 Costly Mistakes Financial Advisors Can’t Afford to Make in 2019

2019-02-24T22:50:29-05:00January 22nd, 2019|Leadership|0 Comments

On December 8, 2018, Elevating Your Business began its 20th year in business as a life and business coaching firm specializing in working with independent financial advisors and planners.  As I often do, I was thinking about how to use this important milestone as a teaching tool for my clients and to help them discover something new to help their businesses.  Now that my anniversary year has begun and it’s the first quarter of a new year, what better time to write an article? Before I even thought about starting my business, I had left my 25-year career on Wall Street in search of “something more,” which I thought was nonprofits—at first—and had decided to return

4 May 2018

Choosing the Right CPA, CPA-PFS, or EA for Your Firm

2018-05-04T01:30:46-04:00May 4th, 2018|Leadership|0 Comments

Certified Professional Accountants (CPAs) are more than just individuals who do your yearly taxes. They can advise you on a long list of finance and business issues. Some CPAs are also Personal Financial Specialists (PFS™). They are advisors with additional experience, education, and certification that set them apart from other CPAs. Additionally, if you're looking for a tax professional, Enrolled Agents (EAs) may be what you need. An EA is a federally authorized tax advisor, empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels—examination, collection, and appeals—of the Internal Revenue Service. CPAs are part of a business owner's core professional team along with a banker and lawyer (and I hope

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