Business development

The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.

Start 2020 by firing yourself as the boss, CEO or managing partner. Then rehire yourself. As the new, CEO what would you do to justify the confidence you had in you?

How about a “Christmas” letter about your practice, describing how you did professionally, what you wish you had done and what you now resolve to do next year?

Today’s complex and highly integrated business environment often requires multiple stakeholders to take part in decision-making.

Frequently we are asked to prepare a formal proposal. This is usually done when the client or prospect is considering multiple firms and the decision will either be made by a board of directors or when the person making the decision feels the need to tangibly back up their decision.

Like the cloud in which many of its functions reside, marketing automation is a relatively fuzzy concept that can be confusing.

The virtual curriculum aims to introduce younger staff to the skills and ideas they need to bring in new business.

Blucora’s Avantax Wealth Management combines two firms that took competing approaches to serving tax professionals branching into wealth management.

Marketing in the profession is undergoing a revolution, fundamentally changing how firms promote themselves and develop new business.

This new equally internal and external project manager has a broader background and skill set, moving toward a more proactive leadership style when guiding team members. In other words, the role has matured.