This category covers the discovery and relationship-building layer of financial planning for CPAs and financial advisors. Topics include discovery meeting frameworks, CPA-advisor introduction strategies, client conversation guides, relationship mapping, the Trusted Advisor Huddle framework, and the professional communication skills that make planning conversations with clients and colleagues more productive.
The Quality of Your Life Is Often Determined by the Quality of Your Questions. Business owners spend years searching for answers. Answers about growth. Taxes. Retirement. Succession. Investments. Risk management. Leadership. Yet many of the most important breakthroughs do not begin with answers. They begin with questions. At CPAGamePlan.com, we believe better outcomes start with…
Most Business Owners Have Advisors. Few Have an Advisory Team. Ask a business owner who their advisors are and you’ll usually hear a list. A CPA. A financial advisor. An attorney. An insurance professional. A banker. Perhaps a consultant or valuation expert. Now ask a different question: “How often do those advisors talk to one…