

Kyle Walters, CFP, CPWA, CIMA, is a partner at
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What do you think your staff would say about you if they're honest? What would you say about you?
October 16 -
You and your client both invested your most valuable resource — time — into a meeting. Don’t drop the ball now.
October 11 -
The third in a series of articles about running better client meetings.
October 4 -
The second in a series of articles dedicated to running better client meetings.
September 12 -
Client meetings can be a colossal drain of your time — and your client’s time — if you don’t have a game plan before sitting down with them.
August 22 -
Accountants can't afford to sit still, either; they need to be constantly changing.
July 30 -
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If you’re like most Americans, this is a short work week as thoughts shift to barbecues, fireworks and time spent outdoors with friends and families.
July 2 -
Use idea filters for a big impact.
June 11 -
As trusted advisors, we spend so much of our day thinking about how we’re going to deliver answers. Instead, we should be spending a lot more time asking intelligent questions.
May 16