Read Articles on Becoming a Better Business Owner

Talk Like an Advisor Clear Path to Client Engagement

The New Rules of Client Engagement

If you want to scale your firm, you have to stop talking like a task-taker....
Scaling Starts with Clarity  Where Are You Now

Scaling Starts with Clarity – Where Are You Now?

You made it through tax season. You’re exhausted but clear-headed. This is the moment most...
Why Advisors Win When They Learn to Talk Less and Lead More

Why 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....
Building a Bridge to Your Financial Future

Forecasting – Building a Bridge to Your Financial Future

If your clients operate without a forecast, they’re not just guessing. They’re gambling. Welcome to...
Leveraging Your Past to Improve Your Future

Leveraging Your Past to Improve Your Future

Tax season forced you to look back, but now it's time to ask the real...
Uncovering Hidden Opportunities for Future Growth

Uncovering Hidden Opportunities for Future Growth

Welcome to Week 2 of our "Getting Back to the Future" series where we're shifting...
Understanding Yesterday to Plan Tomorrow Why Your Past Performance Is the Key to Future Success

Understanding Yesterday to Plan Tomorrow: Why Your Past Performance Is the Key to Future Success

If you're like most financial professionals right now, you’re knee-deep in tax returns, trying to...
Episode 505

Cash Flow Mike Talks Meaningful Client Conversations on the GMAP Podcast

“Nobody wants to be told what to do. But everyone wants to feel heard.” –...
Breaking the Cycle From Reactive to Proactive Financial Advisory

Breaking the Cycle: From Reactive to Proactive Financial Advisory

Why Your Financial Advisory Practice Needs a Mindset Shift Today Let’s face it: tax season...
Cash Flow Mike 1 2

Turning Tax Insights into Year-Round Strategies

Introduction: Don’t Let Tax Season Be the End of the Conversation For many business owners,...