Here’s what you’re looking for: Matt Solomon

ADVISORY & CONSULTING

Turn Your Business Model Upside Down and Reap the Rewards

Illustration of man pushing "SERVICES" buttonYour secret weapon to exponential profits.

By Matt Solomon

Learning to price, sell, and deliver through a simple, proven process streamlines the way you communicate your value and makes it easy for clients to say yes. It’s your secret weapon.

MORE: Shift 2: Step into the Role of a Business Advisor | Shift 1: Stop Depending on Compliance Work | Take the Nine-Point Practice Checkup | Three Ways to Leverage Today’s Uncertainties for Renewed Growth
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With practice, your ability to price, sell and deliver will be as routine as a 1040

But it’s worth a whole lot more: between $36,000 and $180,000 per year, per client.
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CLIENT SERVICE OPPORTUNITIES

Five Reasons New Financial Advisors Fail

Don’t be afraid of a learning curve.

By Matt Solomon

If you’re thinking about making the shift to financial advising, you might be wondering if you have the skills you need to succeed. The good news is that as an accountant, you already have all the tools you need to become a financial advisor.

MORE: You’re Selling the Wrong Stuff | The Path to a Conscious Business | Tap into Your Gold Mine | Shift Your Practice: Stop Depending on Compliance Work
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However, having the right tools does not automatically make you an advisor just like owning a hammer doesn’t make you a carpenter. You’ll need to develop a new skill set to use your accounting tools as a financial advisor. Without these new skills, accountants often fail to achieve their goals and build a business that allows them to do meaningful work, make more money and spend less time doing it.
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CLIENT SERVICE OPPORTUNITIES

You’re Selling the Wrong Stuff

Businesswoman in a meeting with a male colleague smiling at him as they sit at a table discussing paperwork over coffeeIt comes down to giving clients better business results.

By Matt Solomon

When you’re struggling to grow your business, success can seem mysterious. You feel like you’re doing everything right: you’re good at what you do, you give clients what they ask for and you work really, really hard. So what’s missing?

MORE: The Path to a Conscious Business | Are You Running Your Practice by Default? | Your Secret Weapon for Exponential Profits
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The answer is hiding right in plain sight. If you aren’t seeing the growth and success you want to have, chances are that you aren’t selling what clients really want.
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FEATURED VIDEO

The Art and Science of Hiring: Three Essentials for the COVID Age

After COVID, recruiting may never be the same, according to BIll Carroll, Hoops HR CEO.

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With Matt Solomon

Bill Carroll, CEO of Hoops HR, reveals the three keys to smart hiring for accounting firms, in this conversation with Matt Solomon.

“We look at retention in really three key areas,” Carroll says. “It’s security for that person. A lot of that has to do with income, but a lot of that has to do with how they’re treated internally as a person. How does the organization engage in conflict? How do they solve a conflict? Is there ultimately a resolution? There’s a security aspect to that, and pay is just a portion of that.”

“Care is another,” Carroll adds. “Security plus care. We look at care as benefits packages or access to benefit packages. Then there’s retirement and perks, which should really be aligned with your core values.”

The third element is appreciation. “Appreciation will ultimately lead to retention. We all know that experiences drive beliefs, beliefs drive behaviors, and behaviors drive results.”

 

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