

Kyle Walters, CFP, CPWA, CIMA, is a partner at
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A mastermind group can be highly rewarding for you and for participants, but before sending out the invites and booking a meeting place, you need to figure out the goals.
August 18 -  
The group can be a highly effective way to build your business and raise your stature as a thought leader and trusted advisor.
August 5 -  
Launching a peer-to-peer mentoring group can be incredibly valuable for CPAs.
July 13 -  
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Instead of killing yourself trying to come up with new ideas, why not take the best of what other firms are doing and then do it even better?
June 10 -  
Don’t make it hard for people to do business with you.
May 31 -  
When it comes to the frequency of client communication, there’s no magic formula.
May 19 -  
Tax season is behind us, and it’s a great time to ask clients for feedback about what you could be doing better.
April 29 -  
You deserve to raise your fees. Can you live up to the service expectation?
April 20 -  
Is your firm still hung up on butts in the seats?
April 11 
