Kyle Walters
PartnerKyle Walters, CFP, CPWA, CIMA, is a partner at
Kyle Walters, CFP, CPWA, CIMA, is a partner at
Did you spend your time on significant initiatives that will move your firm forward — or did you keep focusing on the low-hanging fruit that's easy to reach?
If you want to charge concierge-level fees for your service, then you must provide concierge-level access.
Will your firm's post-tax season meetings promote frank and open discussions, or will groupthink and conformity dominate?
We're all dealing with client expectations right now — some reasonable, some unreasonable.
How often are you asking your clients about what they care about most: their kids, their grandkids or their pets?
Even well-established professional services firms are becoming increasingly wicked environments.
Many of you feel like you've been getting punched in the mouth regularly with endless deadlines, fee compression, staffing shortages, succession challenges and technology issues. But it doesn't have to be this way.
It's the answer that's adding real value to your client relationships.
When you're trying to figure out how to deliver more value to clients so you can charge them higher fees, there's a new standard.
If you devote just 30 minutes a day for 30 straight days toward a goal — no excuses — you'll be amazed by your progress.