You have to remember this is, first and foremost an investment. Listen
You have to remember this is, first and foremost an investment.
ListenJust like any other planning, it all comes back to client's goals.
ListenYou have to be precise, or it doesn't count.
ListenYou want to partner with someone committed to getting things right
ListenThere is a difference between 'over-solicited' and 'over-served.
ListenFind things that need to be done, but you don't have to be the one to do them.
ListenI paid my current accountant triple what I paid the last one, and I love it.
ListenYou have to be willing to hold people accountable; building relationships is a commitment.
ListenIf you can't explain something in 3 minutes, you're not as smart as you think you are
ListenWhat's dragging you away from client service?
Listen