• Rock the NOTE: How This Traditional Habit Can Give You a Timeless Edge

    There have been a few times over the years when I happened to observe a newly hired team member in training, listening without taking notes. For me, that always raised a red flag. When you’re new, how can you expect to do your job correctly without referring to notes?...

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  • How To Avoid Option Overload

    We are continually being bombarded by information more today than in any time in history. Traditional forms of communication remain, from billboards to radio to newspapers, while at the same time we’ve adopted devices that we carry like an extra limb. You know what I mean. The ones many...

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  • What is a Lead Magnet?

    With the overwhelming amount of content available online these days, getting customer attention has become a real challenge. Most people only stay on websites for about 15 seconds, unless they’re being entertained (ex. YouTube). Even social media sites are experiencing the struggle. Sorry, Facebook. This makes it pretty difficult...

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  • Burning Barriers: Salim’s Favorite Ritual

    There’s a ritual I’ve performed at many of my live intensives that profoundly and positively affects the attendees. I find they’re still talking about it for months, sometimes even years after the event is over. It’s powerful and yet easy to do, so I wasn’t surprised to find that...

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  • The Importance of Client Appreciation

    Recently, I did something a little special for my clients. I held a client appreciation event at a restaurant on the beach, and we all had a GREAT time. The success of a practice is dependent on its team, and its clients. In the video below, I talk about...

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  • Where Running a Practice Meets Return on Investment

    In every CPA practice, there are endless ways to spend money. But where are you really getting the best ROI? While every firm is unique, there are several key areas where a practitioner’s investment is seldom wasted. If you’re looking to make some changes to your budget for 2019,...

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  • Reasons to Love those Fabulous FAQs

    The world’s most thoughtful companies provide “FAQs” on their websites. And if you want to provide world-class service to your clients and prospects, your site will include one, too. FAQs stands for Frequently Asked Questions. FAQs typically appears on its own page as part of a larger website. Essentially,...

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  • 3 Success Principles from a Billionaire

    I recently read Principles by Ray Dalio, founder of investment firm Bridgewater Associates and one of the world's 100 wealthiest people. Have your audacious goals Learn from mistakes Find out how to get the best resources In the following video, I talk more about these three principles and how they...

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  • Is Your Current Team An Asset or Liability?

    “Teamwork is the ability to work together toward a common vision. The ability to direct individual accomplishments toward organizational objectives. It is the fuel that allows common people to attain uncommon results.”  - Andrew Carnegie Thousands of practices irritate clients, frustrate their owners and lose countless opportunities because of one...

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  • Don't Raise Your Fees Unless You Do This...

    They said be the BEST practitioner you can and they'll beat a path to your door. You listened. You go above and beyond for your clients and you do it for a very fair price. You did your part...but now the client is beating a path to the practitioner...

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