Enhancing Client Financial Health through Collaborative Services

Clients benefit when CPAs and investment advisors work together.

By Martin E. Levine, ChFC, CPA, MBA
4Thought Financial Group, Inc.        

Martin Levine 4Thought
Levine

Even if the client isn’t always right, helping clients understand and make the best financial decisions is always the right course of action. 

CPAs understand the implications of financial decisions and strive to advise clients in ways that improve their financial well-being.  However, clients frequently have multiple – sometimes conflicting – financial goals, and use other financial professionals, including financial advisors, attorneys and business consultants, to achieve them.  READ MORE →

12 Ways to Determine Your Competence

Martin Bissett
Bissett

BONUS: Case Study and Worksheets:
3 questions to gauge your own competence, 4 questions about your personal brand and a 5-point checklist.

By Martin Bissett
Passport to Partnership

The Passport to Partnership study collated a number of responses in a conversational style. Two brief but succinct examples that really stood out on the realities of how a firm assesses an individual’s “competence” to lead are showcased below.

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    They need to explain technical data to me in a way that I know they understand it.

  2. What kind of lifestyle does this person have outside of work? We’ll be looking at Facebook, Twitter and Google to find out.

MORE ON THE PASSPORT TO PARTNERSHIP: Sailing Through the Seven C’s to Partnership | Passport to Partnership: New Research Shows Wide Gap between Partners and Partners-To-Be

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Each Social Channel Has a Language

Young people holding social media logosBetter to pick one spot and be devoted to it than scattershot across three.

By Jody Padar
The Radical CPA

Each social media channel has its own language, culture and dialect. You need to make sure that your culture (aka your voice and how you post) matches the specific channel, otherwise it’s going to seem awkward. Social media has to be understood and used properly and even though you’re going to be experimenting there are also some unwritten rules. Make sure that you’re fol­lowing the basic rules of the social media channel you’re using.

MORE RADICAL CPA: 5 Radical Ways to Be Social AND Strategic | How I Got Started Being Social | How Social Media Transforms Firms to their Core | 10 Radical Steps into the Cloud | The Market Is Moving Toward the Radicals | 5 Radical Transparencies; Are You Ready? | 4 Questions Radical Firms Must Face | Being Radical Is All About Your Customer | Why Start Being Radical Now? | Why Should CPAs Be Radical? | The Roots of ‘Radical’ CPAs | The First 3 Questions I Should Have Asked Before Starting My Own Practice

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