In part one of Becoming Your Clients’ Personal CFO, we discussed the reasons that positioning yourself as your clients’ Personal CFO represented exactly what the holistically inclined advisor does for ...

You’ve likely heard the adage, “It’s not personal, it’s just business.” But if you want to build long-lasting client relationships, sometimes it is good to get personal. Clients are people too, and ...

Quicken Business and Personal and FreshBooks are two different platforms that serve distinctly different audiences, despite ...

Whether you are starting your own firm, or joining an existing firm, it is important to have your own personal brand. What Is a Brand? Your firm’s brand is a written and visual representation of who ...

As your client’s most trusted advisor, you probably spend a lot of time on their business balance sheet. But how much focus is dedicated to their personal balance sheet? The personal balance sheet is ...

When Maegan Murphy’s clients are celebrating the birth of a child, or toasting a graduation or mourning the death of a family member, she knows about it. Murphy isn’t being nosey. She’s simply ...

Some people are good at retirement. I am not. It must be inherited, since my Dad started a business after he retired and sold it when he was 95 years old! Thus I was receptive four years ago, at age ...

At my negotiation firm, we have often written about the topic of personal value since it is so important to effective negotiation strategies, particularly in a B2B environment. The ability to ...

To start answering those questions, look at your client’s personal cash flow statement. I like the personal cash flow statement because it not only includes a client’s net business cash flow, but ...

When clients meet with me for the first time, they’re met with a barrage of questions, often probing. What brings you here today? What makes you curious to meet with me? What are your plans for ...

As the pandemic recedes, the customer relationship has changed for nearly every business, from grocery stores to financial advisers. Barbara sits at the new drive-thru to pick up groceries. Asked if ...