

Kyle Walters, CFP, CPWA, CIMA, is a partner at
-
Here's how to transform drive time from a black hole of dread to a valuable investment of your time.
September 14 -
Don't underestimate the power of saying 'Thank you.'
September 2 -
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 -
-
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
