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Prioritize Your Mental and Physical Health

Henry
 Rory Henry, a Behavioral Financial Advisor, is the director at Arrowroot Family Office and co-founder of AFO Wealth Management Forward. He has created a program to help accounting professionals incorporate holistic wealth management and proactive planning services into their practice.

Before you start adding new service offerings, read this.

By Rory Henry
The Holistic Guide to Wealth Management

Most of you reading this article are highly motivated, highly disciplined individuals with a keen eye for detail and incredible dedication to your clients. I’m sure many of you are thinking about ways to squeeze even more productivity out of your day so you can find time to incorporate financial advisory services into your thriving practice.

MORE Rory Henry and The Holistic Guide to Wealth Management
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We all know about the burnout epidemic plaguing the accounting profession, and it’s not just a mental health issue. Before you start burning the candle at both ends, please review the cautionary tales of highly accomplished CPAs and entrepreneurs below who’ve had to make significant recalibrations to their lives when their health ultimately failed them.
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Three Ways to Protect Client Files from Cyberthreats

Technology Security with Internet Digital Signature as Art

Make technology your ally.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

Have you ever been contacted by the IRS with the FBI involved? I can tell you from firsthand experience that it’s a bit alarming when that happens.

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We were once contacted by the IRS because they thought our server had been compromised. When the field officer who came to our office asked to see our server, we explained that we didn’t have a server. She was a little surprised by that information and then asked where we kept our files. We explained that we use cloud storage and programs designed specifically for encryption and security.
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How Niches Make Your Firm Stronger

hand circling silhouettes in red

Become the only firm that matters to the clients worth keeping.

By Hitendra Patil

Specialization is the single decision that will do more for an independent firm’s long-term position than anything else. I know that is a strong statement. I also know it is the recommendation that gets the most pushback in the room.

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The pushback usually sounds like one of three things. “We cannot afford to turn away work right now.” Or: “Our market is too small to specialize.” Or the version I hear most often: “We already serve a fairly focused type of client, we just have not put a name on it.” That last one is usually true, and it is also the starting point for everything.
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Bissett Bullet: Meet the Decision Maker

Today’s Bissett Bullet: “If the prospective client you’re meeting with needs to ‘recommend’ your proposal to others, they are not the person who can make the decision.”

By Martin Bissett

In a number of cases in growing our firms, especially in larger businesses, we can sometimes be palmed off with recommenders and not actual decision makers and yet we treat them as if they are. Do not waste time with people who cannot authorize a payment to you.

Today’s To-Do:

Make sure in a new business meeting that you are meeting with at least one of the decision makers in the business. Also, make sure that any meeting that you have with a recommender is based purely on getting a meeting with a buyer next time.

See more Bissett Bullets here

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