

Kyle Walters, CFP, CPWA, CIMA, is a partner at
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How well does your firm disagree? “Healthy conflict” is not an oxymoron at high-performing CPA firms. It’s a proven way to make sure the best ideas win and best decisions are made.
February 20 -
Adding the right combination of new capabilities will make you more valuable to clients and more scalable as a business. Follow this advice in today’s new advisory landscape.
January 26 -
Simple steps to spending all day with your favorite, most profitable clients—who happily refer you to their peers.
January 12 -
How would your firm's culture change if your best clients were always in the room?
October 26
