Did you really go into business to manage the daily nitty-gritty details of your entire practice? Or is your real mission to help your clients create and safeguard their wealth — to assist them in reaching their life goals? In fulfilling your mission, are you creating your dream business — one that makes a big difference in your life and in the lives of those you love? Way too often, the “busy-ness” of business gets in the way of our best intentions. The secret is to catch ourselves when we begin to wear too many hats. See: 5 ways for stressed-out advisors to build a more efficient practice. Those who still use the word “practice” to

It’s Time to Accelerate Your Progress All the best professionals hire coaches to improve their game.  How do you know if you're up to the challenge?  How do you get the most out of your investment?  Take on these 7 attitudes and you’ll thrive under your coach’s support, guidance, and resources.   You take ownership. Success takes determination.  To grow personally or professionally, you MUST have a deep desire to grow.  Coaching is not about the coach doing the work for you.  Sure, some coaches provide templates, assessments, and even audios for you to use.  However, you are responsible for your own growth.   You're willing to be uncomfortable. Success takes effort.  You must be willing to

Question for: Accountants and Financial Advisors (Only) It's time to take the bull by the horn and get your questions answered.  What are some of the questions you'd like answers to? I am planning to host a series of (free) Q/A teleseminars where I will answer questions about growing or marketing your business. Topics could be on finding more clients, business planning, accountability, marketing, networking, social networking, designing systems, automating, hiring, firing, creating a newsletter, getting referrals, etc The more specific your question the better, include background information, too. Having your questions will assist me to make these sessions very content based . If you prefer to not have your question posted here, feel free to

This 15-20 minute assessment is designed to help accountants and financial professionals take a very in-depth look at your business or practice very quickly.   Completing our Business Evaluator will give you a very strong indication of what's working and what needs improvements. First, you'll rate how your firm handles it's 54 best business practices. Next, rate your current clients. And lastly if you're in a business where you determine your rates, like accounting, see if you are leaking profits. Get it done. Know once and for all where your strengths are, as well as your weaknesses. Know exactly why you are so dammed overwhelmed or are not earning what you deserve. AND know everything you're doing