

Kyle Walters, CFP, CPWA, CIMA, is a partner at
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Don’t just tell clients their returns have been submitted. Take them on a tour of the highlights.
April 15 -
If you don’t receive a five-star rating from a client, don’t get angry or brush it off.
April 9 -
When you look at what separates the great firms from the average ones today, good decision-making stands out.
April 1 -
By becoming a learning organization, your team can learn to solve their own problems and free you up to focus on clients and big-picture initiatives.
March 12 -
High touch vs. high tech? Both have merit, but you can’t be both.
March 3 -
Get back 10-plus hours of every week with this strategy.
February 17 -
Three strategies can help your firm stay ahead of the game in 2021.
January 26 -
Sometimes having a fresh set of eyes — a beginner’s mind — gives you a better perspective on tackling tough problems at your organization.
January 19 -
Often the hardest part about developing a new habit is just getting started.
January 12 -
Are you really stuck on a problem or just procrastinating about a hard decision? When it comes to confusion, the most obvious answer is usually the right answer. Try this simple exercise for breaking through confusion.
January 6