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Build Exit Strategy into Your Business Strategy

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Ten action steps to take NOW, not someday.

By Jackie Meyer
The Balanced Millionaire: Advisor Edition

Having gone through the process of selling clients and eventually an entire firm, I gathered some invaluable lessons. If you ever consider selling part or all of your practice, keep these in mind:

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  • Always Have a Retention Clause: If you sell clients or your firm, include a clause in the sale agreement that protects you if clients don’t stick around.

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Rebecca Driscoll: A Millennial and a Boomer Walk into a Bar… | The Disruptors

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The Collaboration Room turns online peer networks into practical tools for pricing strategy, tax planning, succession, and psychological safety.

Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer

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Build a 7-figure firm in just 4 hours a week!

The Disruptors
With Liz Farr

Before they co-founded The Collaboration Room, Rebecca Driscoll and Mike Sylvester, CEO of SBS CPA Group, had both been helping accountants with challenges on an informal basis.

“It felt kind of like disorganized, and we just needed one place,” Driscoll explains.

IN THIS EPISODE: The Collaboration Room | Brenda Cannon | Mike Sylvester | SchedulEase | Take Your Life Back Tax Pro Community | Tax Retreat | 

MORE DISRUPTORS: Candy Bellau: The $350 Pricing Mistake that Nearly Broke this Boutique Firm | The Disruptors |Poe: What P.E. Really Wants from Firms | The Disruptors  | Blake Oliver: Build a Biz that Runs Without You | Daiber: Use Succession as a Growth Strategy | Cannon: Busy Season is Self-Inflicted | Carroll: When One Person Can Break the Firm |  Rampe: Build a Roadmap Even When the Road’s Not There | Chang: Killing SALY, One Agent at a Time |

After Brenda Cannon, co-founder of Cannon & Associates and founder of SchedulEase and the Take Your Life Back Tax Pro Community, connected them, they spent months testing ideas, questioning assumptions, and allowing the concept to grow organically before launching in the fall of 2024. “It doesn’t have to be perfect, and we’ll let it evolve and see what it becomes,” Driscoll says.   READ MORE →

Eight Mindset Shifts for Peak Productivity

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Meditative businessman is pondering time management while surrounded by alarm clocks

Time management strategies go beyond blocking.

By Jackie Meyer
The Balanced Millionaire: Advisor Edition

While time blocking is a cornerstone strategy, it’s not the only tool in the productivity toolbox. Different tasks and personalities call for different approaches.

MORE by Jackie Meyer
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Here are a few other effective time management techniques and when to use them:

  • Eisenhower Matrix (Urgent vs. Important): Made famous by President Dwight D. Eisenhower and popularized by Stephen Covey, this matrix helps you prioritize by dividing tasks into four quadrants:
    • Urgent AND Important: Do these tasks first. They are crises or deadlines that you must handle now (e.g., a client’s tax filing due today).

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AI Tax App Crashes Financial Stocks on Wall Street

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A sign of things to come?

Contenders and Defenders: Hazel and a new generation of AI tax and legal tools are challenging the old.

By CPA Trendlines

A major sell-off in brokerage and wealth management stocks followed the launch of a new AI-powered tax-planning tool by the financial technology platform Altruist.

MORE Tax Tech | MORE AI

Investors reacted sharply to the launch of Hazel AI, a feature within Altruist’s platform that automates complex tax strategies — a service traditionally handled by human advisors and high-fee wealth management firms.

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How Time Blocking Boosts Your Focus and Revenue

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man filling in calendar using color-coded time blocks

You can get AI to help, too.

By Jackie Meyer
The Balanced Millionaire: Advisor Edition

“It’s not about having time, it’s about making time.” We all start with the same 24 hours, yet some advisors seem to achieve more in a workday and still get home in time for dinner. Many tax and financial advisors begin their day consumed by urgent emails and end it wondering where the time went.

MORE by Jackie Meyer
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Reclaiming your hours is about taking control of your schedule so you can focus on what truly matters. This post provides specific strategies for time management and prioritization – so you can boost productivity, avoid burnout and actually achieve that mythical concept: work-life balance. The payoff? More freedom, more impact and yes, often more revenue as you spend time on high-value tasks instead of getting lost in the weeds.
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