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Accountants Reveal What Inspires Them Every Day

Day in, and day out, how do you stay inspired?  We asked nine accountants what inspires them and what advice they would give to help others in the profession find that inspiration. To read the full article in the Journal of Accountancy, click: Accountants Reveal What Inspires Them Every Day. ...

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AARP Wants Prospective Clients to put Advisors on the Record

Financial advisors, more accustomed to fielding questions about fees or the stock market outlook from prospective clients, should get ready to also answer queries about best interest or suitability standards.  This is, if state regulators and AARP have anything to say about it. To read the full article in FinancialPlanning, click: AARP Wants Prospective Clients to put Advisors on the Record. ...

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This Time-Saving Trick Gets Advisors Fired. Don’t do it.

I have a number of elderly clients.  It’s difficult for them to come in and sign documents, and if I overnight it to them, they often come back signed in the wrong place or otherwise incorrectly filled out.  To make life easier for my clients I’ve had them sign blank forms, and then I’ll fill them in as needed.  I’ve never used those forms improperly, but I’ve heard that if my firm finds out I can be in big ...

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How to Talk to Your Clients About Selling a Business

Whether it be retiring, shift in life path, or just moving in a different direction, Financial Planning presents a video on what to discuss with your clients and their all-important decision to sell. To read the full article in Financial Planning, click: How to Talk to Your Clients About Selling a Business. ...

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