Some wealth management firms are finding that solutions to two of the industry’s big stumbling blocks—succession planning and diversity—may be intertwined.  Indeed, a link between the two emerged when firms began to diversify their advisor staffs, according to executives. To read the full article in FinancialPlanning, click: Is Diversity the Key to the Succession Plan Challenge? ...

If you are on a quest to find the career of your dreams, look no further.  Take control of your career with these four tips from Mark Astrinos, CPA, PFS, who shares how he built a career in financial planning as a CPA and emphasizes the need to follow your passion.  Be sure to check out this new hub with free guidance, tools and resources to learn more about how you can start or expand your services to indi ...

Remaster the Employee Mindset The author discusses ways to engage staff and develop the inner-entrepreneurial spirit. ...

Why Leaders Need to Identify Their Weaknesses Gaining an understanding of your weaknesses as a leader can help you take steps to compensate for them.  Working with mentors and asking for feedback from your team can allow you to identify these weaknesses.  Jayson Demers, CEO of AudienceBloom, shares some great tips. To read the full article in Entrepreneur, click: How to Recognize Your Biggest Weaknesses as ...

Restaurateur Scott Richards is opening an eatery with a clear understanding that his employees will work there for no more than three years.  His goal is to use a special development program to help employees connect with mentors and achieve career objectives.  Katie Toussaint explains this innovative concept. To read the full article in CharlotteFive, click: Why a Restaurant CEO Wants His Employees to Leav ...

By developing expertise in a new practice area, a CPA can increase income and become a more well-rounded professional.  Robert M. Caplan, CPA, shares his helpful insights on how to help you and your practice. To read the full article in The Tax Adviser, click: How to Add a New Specialty to Your Practice. ...

Retired CPAs Share Retirement Advice The transition into retirement can be challenging for CPAs who have grown accustomed to the daily routine and demands associated with the accounting profession.  Maria L. Murphy, freelance writer, discusses seven tips from accountants who have successfully transitioned for making the most of life after work. To read the full article in the Journal of Accountancy, click: ...

Good Mentors Not Only Catch Errors, but Speed Professional Development, Provide Perspective, and Help Build Your Company Brand The mentoring process is invaluable, explains Baria Jaroudi. That’s not simply because it provides a proofread and detail check, or even because it strengthens professional development and solicits team expertise and new perspectives. Perhaps most importantly, strong mentoring helps ...