Watch that little red dot (reprise)
A few years ago I wrote this piece about the need to develop new skills…
Smithink and Cash Flow Story special COVID-19 offer
As you know, the team at Smithink and Cash Flow Story are passionate about helping…
Talking with your peers is more important than ever
In this new world where so many of us are working at home, one can…
How to see the financial impact of key business decisions before they are made?
How to see the financial impact of key business decisions before they are made? What…
The challenge of margin squeeze
As part of our online collaboration network sessions, we benchmark the firms in the group….
Business advisory using a divisional approach
As we enter a new decade, I have been thinking about the ongoing issue in…
Clear as mud
Often when I am undertaking a firm review I see documents and emails of advice…
Hope in Financial Planning
Over the course of the past year or so I have written and spoken many…
Millennials Rising
In late July we conducted our popular Young Guns workshop for emerging leaders. It is…
The Most Important 10 Seconds in Your Firm!
When I conduct client consultative groups for firm a question I ask is whether the clients have visited the visited the firm’s website and for what purpose. Sadly the answers are quite depressing.
Your CRM and Business Advisory Success
Your Client Relationship Management (CRM) system in an integral part of your firm’s business advisory…
The accountant’s ten steps to better client service
Great client service is an ongoing challenge for accounting firms. I was recently asked, “what…
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