Reflecting on a (So Far) Spotless Career
This week I dealt with two different conflict of interest situations (a constant challenge for multi-service CPAs serving small businesses…
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Should Advisor’s Pricing Always Align With “Value Delivered”? My Counterpoint.
A well-known accounting industry coach recently shared a message that hit my inbox: “You’re solving $50K+ problems and getting paid…
How to Serve “The Wasteland”
Another adviser recently described the $100K–$500K income bracket as “a wasteland”, a place where, as they put it, “it’s hard…