Archive for May 2025
Own Your Growth – The CEO Mindset for Advisors
If you want to scale your firm, you have to think differently. Welcome to Week 4 of our “Shift from Survival to Scaling” series. This week, we’re diving into the mindset that separates struggling advisors from those who thrive: The CEO Mindset. Stop Thinking Like a Technician Most advisors get stuck because they focus on…
Read MoreBuild Your Cash Flow Advisory Machine
It’s time to stop running your firm like a one-person show. Welcome to Week 3 of our “Shift from Survival to Scaling” series. This week, we’re focused on turning your advisory services into a repeatable, scalable machine. The Problem: One-Off Advisory is Unsustainable Most accountants and advisors find themselves stuck in the same loop: The result?…
Read MoreThe New Rules of Client Engagement
If you want to scale your firm, you have to stop talking like a task-taker. Welcome to Week 2 of our “Shift from Survival to Scaling” series. This week is all about engagement because how you talk to your clients determines how much they value you. Why the Old Conversations Don’t Work Anymore Traditional compliance-based…
Read MoreScaling Starts with Clarity – Where Are You Now?
You made it through tax season. You’re exhausted but clear-headed. This is the moment most advisors miss. ???? You don’t scale by adding more clients. ???? You scale by understanding exactly where you are and then building systems that grow with you. Welcome to Week 1 of our May series: Shift from Survival to Scaling.…
Read More🎯 How to Have Client Conversations That Actually Close
Featuring Cash Flow Mike & Ron Saharyan of Profit First Professionals Let’s face it most proposals don’t get rejected… they get ignored. It’s not because your pricing is too high or your expertise isn’t strong enough. It’s because the conversation didn’t position you as the authority and didn’t uncover the real priority behind the client’s…
Read MoreWhy Advisors Win When They Learn to Talk Less and Lead More
If you’re an accountant, bookkeeper, advisor, or coach, you already know the game is changing. Clients no longer just want reports. They want results. They’re looking for someone who can help them see around corners, not just look in the rearview mirror. That’s exactly what we talked about in my recent podcast appearance. I shared…
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