SPECIAL

Three Questions to Ask Clients about Goodwill

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portrait of Randy Fox
Fox
 Randy A. Fox, CFP, AEP is the founder of Two Hawks Consulting LLC. He is a nationally known wealth strategist, philanthropic estate planner, educator and speaker.

Help manage their exit readiness.

By Randy A. Fox, CFP, AEP 
The Holistic Guide to Wealth Management

For many of your clients who are successful entrepreneurs, their business represents 80 percent to 90 percent of the value of their estate.

MORE Rory Henry and The Holistic Guide to Wealth Management
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While it seems like a large number on paper, it’s often illiquid, preventing the owner from enjoying the rewards of all their hard work. The lack of liquidity can also make owners reluctant to do the right kind of planning to maximize their “walk away” money post-sale.

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Three Ways to Talk to Audit Clients

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Prospects have to find you easily.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

With our 401(k) audit service, the bulk of our clients find us online and come to us through our website. We also get referrals from investment advisors and third-party administrators.

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No matter how a prospect finds us, there are three ways that they typically reach out to us:
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Bissett Bullet: Why Do You Do What You Do?

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Today’s Bissett Bullet: “In accounting, our impact on businesses, lives and futures is substantial. We need to pull people into that knowledge to attract them.”

By Martin Bissett

If I were to visit your website today, how many stories would I find about how you helped businesses? Really? That many? That’s what I thought. We need to communicate the “why” of what we do far more than the “what” of what we do.

Today’s To-Do:

Take a look at your website today. How many client stories can be found on it? For many firms this is zero. Look to improve that by one, today.

See more Bissett Bullets here

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