SPECIAL

Help Clients Envision Their Future Selves

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Businessman sitting on cloud

Ask the “best hopes” question.

By Rory Henry
The Holistic Guide to Wealth Management

When helping clients plan for retirement, exit their businesses or reach other major financial goals, we tend to default to the numbers. Financial projections, spending needs, drawdown rates and risk tolerance are great navigational aids, but as Lewis Carroll wrote in “Alice in Wonderland,” “If you don’t know where you’re going any road will take you there.” However, a new approach is showing that getting in tune with our future selves is one of the best ways for clients and their advisors to plan for retirement.

MORE: How to Use Values-Based Financial Planning | Life Planning: Going Beyond the Financials | Understand Clients’ Relationship with Money | From Services to Experiences to Transformations | How Behavioral Finance Works | Priority No. 1: Your Mental and Physical Health | Trust Is the Primary Ingredient | How to Prepare Your Clients’ Kids for Their Inheritance | Quantifying the Value of an Advisor | Raise Your Rates to Change Your Clientele | How WealthTech Is Reshaping the Future of Holistic Advice | Profile of a Modern Firm: Putting the Vision into Practice | Tsunami of M&A, PE Is Disrupting the Accounting Profession | Introducing You to a Fulfilling Return on Relationships
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As a result, we must continually adjust our goals, including retirement planning, and that comes by getting well acquainted with our “future selves,” according to UCLA Professor Hal Hershfield. He said that while it’s important for you to consider the goals for yourself when it comes to money and saving, it’s just as important to think carefully about the goals you have for your future self long after you have stopped earning an income.
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Your Balanced Millionaire Journey Begins Now

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Woman pulls pack storm page and reveals sunset.

How to bring it all together.

By Jackie Meyer

This is is the beginning of your revolution. You’ve journeyed with me through the trenches of hourly billing, felt the weight of burnout, and witnessed the exhilarating transformation to a seven-figure advisory firm built on my terms.

MORE: How to Cultivate Holistic Wealth | Five Hard-Earned Lessons from Exiting an Accounting Firm | Reclaim Your Hours with Time Management and Productivity Hacks | Hiring Strategies for Your Dream Team | Streamline Your Operations with Systems and Processes | From Compliance to Advisory: Shifting the Value Proposition | How I Became an Accidental Entrepreneur
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But this story, this blueprint, it was never truly about me. It was always about you, about the spark within you waiting to ignite. You’ve seen me go from an exhausted CPA, trading time for dollars, to an empowered entrepreneur, crafting a life where work supports my dreams, not suffocates them. And now, it’s your turn to step into that power.
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Make Your KPIs More Meaningful

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What are employees working toward? They need to know.

By Jody Padar
Radical Pricing – By The Radical CPA

Key performance indicators separate the signals from the noise. Throwing timesheets into the trash is your opportunity to focus all your attention on what is most important to your firm’s continued success.

MORE by Jody Padar
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Good KPIs are quantifiable measurements agreed to beforehand. They must be important to the organization as a whole and specific. Here are a few examples you might consider adopting:
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Agentic AI Needs Guardrails, Not Hype | ARC

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Accountants should demand systems that reveal their work, respect boundaries, and produce results humans can verify.

Sponsored by Radical Pricing by the Radical CPA, Jody Padar | See Today’s Special Offer
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Optimize Profits, Delight Clients, & Build a Top-Value Firm!

Accounting ARC
With Donny Shimamoto, Liz Mason, and Byron Patrick
Center for Accounting Transformation

Agentic AI does not have to replace an accountant to transform accounting. Its more  practical role may be far less dramatic — and far more useful.

In this episode of Accounting ARC, Donny Shimamoto, CPA.CITP, CGMA; Liz Mason, CPA; and Byron Patrick, CPA.CITP, explore how narrowly focused AI agents can help professionals retrieve information, analyze data, navigate systems, and make better-informed decisions.

MORE Accounting ARC: AI Isn’t Erasing Tax Careers. It’s Rewriting Them. | Accounting Internships Need an Upgrade | The CPA Career Nobody Talks About | Conference Season Exposes Accounting’s Knowledge Gap | The Feedback Mistake That Costs You Your Best People | Is Your Boss Really the Problem? | Most Accountants Are Missing This AI Shift | AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting’s Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet

Their conversation challenges one of the dominant narratives surrounding agentic AI: that firms should build autonomous digital employees capable of handling everything a staff accountant does. Instead, the hosts envision specialized agents that operate within structured systems, perform clearly defined tasks, and show users how they reach their conclusions.

“If you have agentic AI that’s built into an architecture that already exists, there’s a whole lot more that has to happen from a training perspective,” says Mason, CEO of High Rock Accounting.

That architecture, she explains, can include multiple agents working together rather than one agent attempting to handle an entire assignment.

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