

Kyle Walters, CFP, CPWA, CIMA, is a partner at
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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 -
Too much of the way accountants run their practices is driven by subconscious habit.
May 7 -
Extend tax season for half a day to debrief. You will be so glad you did.
April 16 -
Only after you have empirical validation that something new could work should you make major changes at your firm.
April 9 -
You’re not an accountant; you’re a luxury service provider.
March 20 -
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