SPECIAL

Your Team Needs to Know Its Purpose

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people gathering in the shape of an arrow

Clarity is the key.

By Anthony Zecca
Leading from the Edge

Many of you who are reading this might be too young to appreciate the story I share below about my childhood.

MORE by Anthony Zecca
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I have always been a huge football fan. I played football in high school until a knee injury cut short my road to the NFL (just kidding), but my love of the game continues to this day. When I was a kid, there was a football game that I received one Christmas that I spent countless hours playing. The game was powered by electricity. The game board was designed as a football field, and there were 22 little plastic players that would form two teams. The players were about 2 to 3 inches tall, with a rubber piece on the bottom that had two flanges that you could move directionally and in theory affect how the piece would move on the board once the power button was hit.
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Henry: Is the Future of Finance with Nontraditional Accounting? | ARC

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Combine technical knowledge with behavioral insights to create holistic client solutions.

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Accounting ARC
With Donny Shimamoto
Center for Accounting Transformation

Accountants have long been known as trusted advisors, but a growing movement is redefining what that means. In a recent episode of Accounting ARC, host Donny Shimamoto, CPA.CITP, CGMA, sat down with Rory Henry, CFP®, BFA™, to discuss how nontraditional accountants are transforming wealth management by embracing a holistic, human-first approach. 

MORE Accounting ARC: Cash Bags, Casinos & Audits: How First Jobs Shape Us | Gen Z Redefines Careers | Bootleggers, Baptitsts & CPAs: Rethinking Licensure | CPA Firm Ownership Under Fire | Walking Violation: When Showing Your CPA Gets You in Trouble | Audit Bags to TikTok Tags, Gen Z Talks Success | Students Challenge Accounting’s Traditional Career Path | True Grit: Recognizing Struggles That Shape Our Successes | More Admins, Fewer Students, No Plan | What Career Advice Gets Wrong for Gen Z – And How to Fix It | Your Identity is Not a Liability | What Happens in Vegas… Gets Reported on a Tax Return | Burnout, Be Gone: Accounting Needs a Boundary Breakthrough

Henry is a director at Arrowroot Family Office, co-founder of AFO Wealth Management Forward, and author of Holistic Guide to Wealth Management: The Science Behind Integrating Services with The Human Side of Behavioral Financial Advice. His mission is to integrate tax and accounting expertise with behavioral finance and values-based planning to help clients achieve not only financial goals but also personal fulfillment.

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Mr. Inside vs. Mr. Outside

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Black cat statue and white cat statue, nose to nose

… which is not to say they never work together.

By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention

“Mr. Inside” is a term often used to describe a role within a professional services firm, particularly in sales and business development contexts. This role contrasts with “Mr. Outside,” who typically focuses on building client relationships and generating new business opportunities externally.

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Mr. Inside

Mr. Inside’s primary responsibilities include:

  1. Client Interaction: Mr. Inside engages with existing clients, addressing their needs, providing information about the firm’s services and ensuring overall client satisfaction. This involves understanding clients’ challenges and goals to offer tailored solutions.

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Rule #1 of Scoping for Alignment

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Plus three more basic steps. 

By Jody Padar
Radical Pricing – By The Radical CPA

How often have you heard the old saying about having two ears and one mouth because listening is twice as important as talking? Hopefully, often, because it is as true as anything I’ve ever heard. Scoping is all about listening, so when you make a presentation, you’ll know what you’re talking about, and the client will know you know.

MORE by Jody Padar
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Here are four basic steps you can follow to make sure you and the client are in alignment when the time comes to start a new project or present to a potential new client:

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