SPECIAL

What’s Your Return on Relationships?

By

Clients need empathy.

By Rory Henry
The Holistic Guide to Wealth Management

In his iconic work, “Meditationes Sacrae” (1597), Sir Francis Bacon wrote that “knowledge itself is power.” Many scholars believe Bacon wanted to further the idea that having and sharing knowledge is the cornerstone of reputation and influence – and therefore power. All achievements emanate from this philosophy.

MORE: Advisory Includes More Than You Might Think | Wealth Management: Can You Afford Not to Provide It?

But in many areas such as business, finance, sports and the military, knowledge can be a competitive advantage. Therefore, many are reluctant to share their knowledge with others.
READ MORE →

Nick Boscia: More Clients. More Hours. Less Happiness. | The Disruptors

By

Burnout pushed him to rethink growth, rebuild his processes, and make room for a better life.

This is a preview. The complete video episode, with commentary and transcript, is first and always available exclusively to PRO Members | Go PRO here
Sponsored by Radical Pricing: Optimize Profits, Delight Clients, and Build a Top-Value Firm

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.

The Disruptors
With Liz Farr
For CPA Trendlines

The Break-Through Blueprint for Revolutionizing the CPA Firm Business Model

When Nick Boscia joined his father’s accounting firm in 2013, it was like stepping back in time.

“When I joined, we were still using like the green ledger sheets,” he recalls. “I started in 2013, and it was like it was 1980.” Today, Boscia is known as the Balanced CPA and is co-owner, with his brother Joe, of Boscia and Boscia PC, the firm their father founded in 1975.

Working for his father was difficult.

“He didn’t really value going on vacations or taking time off,” Boscia recalls. Adopting new technology was out of the question.

MORE Disruptors with Liz Farr | CPA Trendlines Streaming Network

“I’ve been doing this for 40 years, and it works, so we’re not changing things,” his father would say. But when Boscia and his brother took over, things changed dramatically.

READ MORE →