

Kyle Walters, CFP, CPWA, CIMA, is a partner at
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Most people who set their inboxes to OOO don’t put much time into what they’re conveying to the outside. They should. And so should you.
December 4 -
Do you want to be a high-volume practice that does lots of repetitive work (like a dentist)? Or do you want to be a low-volume practice that solves complex cases and problems (like a surgeon)?
November 20 -
Most CPAs I know don’t think of themselves as being on their clients’ advisory board, but they are.
November 6 -
I’ve learned through trial and (lots of) error there are three basic approaches to building a website and newsletter for your firm.
October 30 -
Your firm’s online presence has never been more critical to your success.
October 15 -
Having a well-polished digital presence is now a must-have. Learn more about the changing face of referrals and why you might be inadvertently repelling them.
October 8 -
You didn’t like that old job much anyway.
September 17 -
There’s never been a better time to build client relationships.
September 10 -
Even though everyone is using Zoom, it’s amazing how few people have actually spent time learning how to use it effectively. There’s no excuse for that.
August 27