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Send us Fan MailShould Christians tithe on their gross income or their net income? We explore both sides of the debate and uncover the deeper heart issue behind the question. Discover why generosity is about more than percentages, calculations, or tax forms...it's ultimately about worship, gratitude, and responding to God's generosity.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Breakfast Leadership Network is proud to introduce the Breakfast Leadership AI Advisory Service, a new offering built to help executives and organizations translate artificial intelligence from a buzzword into a working advantage. The service pairs proven leadership frameworks with practical AI implementation guidance, helping leaders identify where automation and intelligent tools can strengthen decision making, reduce operational drag, and free up capacity for the work that actually requires human judgment. Rather than a generic technology rollout, the advisory service is grounded in the same principles that anchor the Leadership Operating System, ensuring that any AI adoption strengthens culture and accountability rather than working against them. Leaders interested in exploring how AI can support their organization's goals are encouraged to connect with the Breakfast Leadership team to learn more. https://BreakfastLeadership.com
Send us Fan MailDo Christians still need to tithe 10%? In this episode of The Stewardology Podcast, we unpack one of the most debated topics in Christian stewardship. Discover what the Bible really teaches about tithing, grace-filled generosity, and why the question may not be "Do I have to give 10%?" but rather "How is God's grace shaping my generosity?"See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
See what the team at The Successful Bookkeeper has on right now → Your clients' financials tell one story. What your clients think about their business tells another. In this episode, fractional CFO, course creator, and speaker Debra Angilletta returns to show how closing that gap — through simple, curiosity-driven conversations — is the most direct path to selling advisory services. No complicated sales process required. Chapters [00:00] Opening Quote and Intro [01:35] Meet Debra Angilletta [03:30] Why Bookkeepers Struggle to Sell Advisory [06:10] The "Curious" Question Technique [09:20] Staying Human in a Digital World [11:50] Finding Your First Five Clients [14:30] The Advisory Transformation [17:30] What 100 Business Owners Said [20:30] About the Book: Hidden Profits [22:40] Rapid Fire: Steps to Take Now The Missing Half of the Story Numbers give you the facts; your client's perspective gives you the context. Debra frames advisory as the natural result of putting those two pieces together: "When you put those two pieces of information together, that's where the magic happens, and that's where you can fill the gap." The good news is you already have one half. You just need to ask for the other. One Word That Changes Everything If you're not sure how to start a probing question without sounding nosy or accusatory, Debra has a single practical fix: lead with "curious." Saying "Curious — I noticed this in your books, can you tell me more?" removes any sense of blame, gives your client permission to explore rather than defend, and opens the conversation rather than closing it down. It's a small shift with a big effect on how clients respond. Finding Your First Five You don't need to overhaul your entire practice to get started. Debra's advice is to scan your client list, pick five people who seem most open to a deeper conversation, and book a 30-minute call — framed simply as "I saw some interesting things in your books that might be of value." That's it. The goal isn't to pitch advisory on the spot; it's to practice having the conversation. "There's nothing complicated here," Debra says. "I don't want to make it complicated for your audience at all." Business Owners Are Waiting for You to Ask Debra interviewed 100 small business owners while writing her book Hidden Profits, and the finding stopped her in her tracks. When she asked what they wished their bookkeeper did that they weren't doing, the answer was overwhelming: more strategic advisory. "I wish they would give me information that I can use to drive my business forward." Most business owners operate in isolation, with no one to think out loud with — and your existing financial relationship puts you closer to that trusted-advisor seat than you might realize. The Transformation on the Other Side Bookkeepers who start having these conversations consistently go through a noticeable shift. Debra sees it regularly: once they experience what advisory conversations feel like, they want more of them. More importantly, the relationship with the client changes. "It actually uplevels you to partnership level... they're going to see you as that trusted advisor." The compliance work stays valuable — but it's no longer the ceiling on what the relationship can be. Links Mentioned Hidden Profits: Stop Chasing Cash, Predictable Profit in 90 Days by Debra Angilletta — findmyhiddenprofits.com (free download of first 3 chapters) or search "Hidden Profits" on Amazon MasterMySales.com — Debra's sales training for financial professionals PureBookkeeping.com — episode sponsor thesuccessfulbookkeeper.com — show resources and guest links About the Guest Debra Angilletta is a fractional CFO, course creator, and speaker at MasterMySales.com who specializes in helping bookkeepers, accountants, and financial professionals sell and deliver advisory services with confidence. She works primarily with small business owners in the $500K–$3M revenue range and is the author of Hidden Profits: Stop Chasing Cash, Predictable Profit in 90 Days. Debra is a returning speaker at The Successful Bookkeeper Summit and a consistent audience favourite. About the hostMichael PalmerMichael Palmer is the host of The Successful Bookkeeper podcast and co-founder of Pure Bookkeeping and The Successful Bookkeeper. He started this work because of his father — a brilliant electrical contractor who worked twice as hard as he should have had to, because nobody on the financial side was in his corner. That gap is what The Successful Bookkeeper exists to close. His view: bookkeepers are the most undervalued force in small business — and every bookkeeper who builds a real business changes two families: theirs, and their clients'.
Send us Fan MailFinancial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford explore why the smartest financial decision on paper is not always the wisest decision for your life, and how constantly optimizing for profit can sometimes come at the expense of peace, margin, and spiritual health. Through practical examples and Biblical wisdom, we discuss what it means to “solve for peace” and make financial decisions that align not only with your goals, but with your season of life, your values, and ultimately God's Kingdom priorities.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Matt Faircloth talks to John Chang as they dive deep into short-term turbulence, interest rate swings, geopolitical tensions, and inflation, while unveiling the bigger picture: long-term demographics, supply-demand imbalances, and mega-trends like senior housing and built-to-rent communities. You'll discover how savvy investors are capitalizing on these forces now, before they catch the wider market off guard. We break down actionable insights: why offices might surprise skeptics with a steady return, where apartment markets are headed amidst headwinds, and how opportunity zones remain a hidden gem for long-term growth. Plus, John shares how demographic shifts, aging populations, changing household formations, and migration patterns are shaping demand for specific asset classes over the next decade. John Chang Current role: Senior Vice President, National Director Research & Advisory Services of Marcus & Millichap Based in: Phoenix, Arizona Where to find them: https://www.linkedin.com/in/johnchang/ https://www.marcusmillichap.com Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit https://malabarhillcapital.com/ for more info. Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of Two Bees in a Podcast, Amy Vu and Dr. Jamie Ellis discuss beekeeping advisory services and beekeeping in Sweden with Lotta Kristiansen, PhD Student Researcher at the Swedish University of Agricultural Sciences. Check out our website: www.ufhoneybee.com for additional resources from today's episode.
Send us Fan MailFinancial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford take an honest look at the everyday ways people waste money through impulse purchases, unused subscriptions, lifestyle creep, status spending, and more. We also explore what Scripture teaches about wise stewardship, contentment, and intentional spending, while offering practical steps to help you stop sending money “up in smoke” and start using your resources more faithfully.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Today we're going to talk about lease accounting, a crucial topic that many may find daunting. It's essential to understand that it's perfectly okay not to know everything about this complex area. Our guest, Christo Kritzinger from Rubli, sheds light on the recent changes in lease accounting standards, particularly IFRS 16, which has significant implications for businesses. Remember, you're not alone in this journey, and there are resources available to support you. Learn more about Rubli - https://www.rubli.co/ ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer: The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - Introduction 00:00:22 - Guest Introduction: Christo Kritzinger 00:00:40 - Christo's Role at Rubli 00:00:57 - Christo's Career Journey 00:02:11 - Explanation of Lease Accounting 00:06:29 - Impact of Lease Accounting on Small Businesses 00:08:49 - Understanding Lease Accounting Challenges 00:09:11 - Understanding Lease Accounting Changes 00:09:57 - Lease Accounting in Different Industries 00:12:36 - Conclusion: Importance of Staying Updated 00:15:41 - Implications of Lease Accounting Changes 00:17:00 - Advisory Services and Lease Accounting 00:18:43 - Managing Leases: Traditional Methods vs Software 00:20:04 - Role of AI in Lease Accounting 00:20:53 - The Future of AI in Accounting 00:22:01 - The Benefits of Using Specific Software Tools 00:24:22 - The Role of AI in Improving Efficiency 00:26:35 - Final Thoughts and Contact Information #bookkeeper
Choosing a federal retirement date is a major decision, and understanding how MRA, age 60, and age 62 affect eligibility and benefits can make the process clearer.In this presentation, Benchmark Financial Group discusses considerations you may want to review when evaluating your retirement timeline, such as:How your decisions affect decades of incomeEligibility and benefitsHow to get started on your retirement plan---------------------------------------------------------------Connect with Benchmark Financial Group:Website | https://bfgkc.comLinkedIn | https://www.linkedin.com/company/benchmark-financial-group-llcFacebook | https://www.facebook.com/BenchmarkFinancialGroupLLCBenchmark Financial Group is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact us by visiting our website at https://bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com.Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC, and CreativeOne Securities are not affiliated companies.#federalemployees #federalbenefits #federalretirement #benchmarkfinancialgroup #planyourfederalretirement
Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Today, Ben welcomes Matthew Bearth for a thoughtful conversation on estate planning, legacy, and the deeper purpose behind wealth stewardship. Together, they explore how financial planning extends far beyond simply passing down money, instead centering on how families can communicate values, intentions, and faith across generations. The discussion emphasizes the importance of preparing not only legal and financial documents, but also ethical wills and letters of instruction that help heirs understand the meaning and responsibility attached to inherited wealth. Ben and Matthew also reflect on the temporary nature of material possessions, encouraging listeners to view money through the lens of eternity rather than control or accumulation. As the conversation develops, they unpack charitable giving strategies—particularly donor-advised funds—and how families can use them to create lasting impact, involve children in philanthropic decisions, and steward assets in a tax-efficient way. From business liquidity events and appreciated stock positions to retirement assets and inheritance planning, the episode highlights practical tools that can help families simplify complexity while remaining aligned with their values. Ultimately, Ben and Matthew invite listeners to approach estate planning not as a cold legal exercise, but as an act of love, clarity, and intentional discipleship that blesses both family and community long after they are gone.Key Takeaways:• Estate planning is about more than distributing assets. Financial planning should consider both temporal and eternal priorities.• Ethical wills can communicate values and intentions to heirs.• Nonprofits and ministries depend on ongoing donor support.• Donor-advised funds help families delay charitable decisions while securing deductions. Families can use charitable planning to create multigenerational impact.• Good financial advisors help clients align money with personal values. Financial guidance can include emotional, spiritual, and relational coaching.• Clear plans and communication create peace of mind for both families and beneficiaries.Key Timestamps:(02:00) – No-Plan Consequences(04:13) – Probate Costs and Trusts(08:37) – Defining Legacy Values(12:46) – Stewardship and Readiness(17:32) – Ethical Will and Letters(24:17) – Lifetime Giving Strategy(32:25) – Donor-Advised Funds Basics(40:56) – Wrap-Up and ContactKey Topics Discussed:Catholic Money Mastermind, Catholic financial planning, Catholic financial planners, Catholic financial advisors, Ben Martinek, faith and financesMentions:Website: https://www.boxfinancialadvisors.com/team/matthew-bearth LinkedIn: https://www.linkedin.com/in/matthewbearth/ More of Catholic Money Mastermind:Catholic Money Mastermind Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.Are you looking to hire an advisor? Browse our members.https://catholicfinancialplanners.com/advisors/Are you a Financial Advisor who is serious about the Catholic Faith? Join our network and email info@catholicfinancialplanners.comBranch is located at 901 MARQUETTE AVE SUITE 2800 MINNEAPOLIS, MN 55402. Matthew Bearth is a Registered Representative offering securities through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Send us Fan MailFinancial Advisor Tim Russell, CFP®, Pastor Drew Gysi, and Tyler Rutherford tackle an important question many believers have asked: why don't pastors talk about money? We explore the fears, challenges, and misconceptions surrounding financial conversations in the church, while offering a Biblical vision for healthy stewardship discipleship that helps pastors and congregations pursue wisdom, generosity, and Gospel-centered financial faithfulness.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
A lot of people think working with a financial advisor is just about picking investments. But a great planning experience is much more than that. Today, we're walking through what it actually feels like to work with a firm—from the first conversation to ongoing guidance—so you know what to expect. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. CP Welde Group and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through CP Welde Group are not affiliated with PCA. Information received from this podcast should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
Send us Fan MailFinancial Advisor Tim Russell, Pastor Drew Gysi, and Tyler Rutherford explore why avoiding conversations about money in the church may actually hinder true discipleship, and why Scripture speaks so frequently about stewardship, generosity, and the condition of our hearts. We also discuss how churches can approach financial discipleship in a healthy, Gospel-centered way without manipulation, helping believers grow in wisdom, contentment, generosity, and eternal perspective.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
See what the team at The Successful Bookkeeper has on right now → AI is moving fast, and the bookkeeping profession is squarely in its path — but not in the way most people fear. In this episode, Michael Palmer sits down with AI strategist and educator Benjamin Tasker to talk about what the shift actually looks like on the ground, which skills will separate bookkeepers who thrive from those who stall, and how to start building your own AI system without a data science degree. Chapters [00:00] Welcome and Ben's Background [03:15] From Data Science to AI Education [08:00] AI's Real Impact on Bookkeeping [12:00] Human Judgment as the Key Check [15:30] Skills That Separate Thriving Bookkeepers [21:00] Data, Systems, and AI Strategy [25:00] Opportunities to Move Up the Value Chain [29:00] First Steps for Integrating AI [32:00] Client Expectations and Transparency [35:00] Fear, Mindset, and Where to Find Ben AI Will Elevate Bookkeeping, Not Replace It Ben is direct about the headline fear: bookkeepers are not going away. "AI will help elevate what a bookkeeper does," he says. The repetitive work — transaction coding, receipt capture, anomaly detection, drafting reports — gets absorbed by AI, which frees up the bookkeeper to move from data entry to data judgment. Think less time in the books and more time coaching clients on their financial pain points. AICPA and Intuit both point in the same direction: the future of the role looks a lot more like analytics and advisory than data input. The Two Skill Lanes Every Bookkeeper Should Know Ben references the World Economic Forum's skills taxonomy, which divides skills into two tracks. AI skills — analytical thinking, systems thinking, coding — pay a premium today, but AI will eventually encroach on those. Human skills — communication, empathy, leadership — are undervalued right now but will command a premium as AI can only mimic, never genuinely replace, them. "AI can put on a facade of empathy and compassion, but it really can't have it because it's robotic." For bookkeepers, the practical focus areas are AI supervision (checking outputs rigorously), advisory thinking, digital and data fluency, and transparent client communication. The Human in the Loop Is Not Optional Ben's background in healthcare data — building algorithms to predict sepsis risk from bedside monitors — gives him a sharp view on why human validation matters. A small data error that goes unchecked can cascade into a much larger problem. "A mistake, especially for a small business owner, could cost tens of thousands of dollars." Bookkeepers already understand this: the work is either right or it isn't. That precision mindset is exactly what responsible AI use demands, and it is a genuine competitive advantage for practitioners who carry it into their AI workflows. Data Is the Oil — Build a System, Not Just a Stack of Tools One of Ben's clearest points: buying an AI tool is not an AI strategy. The framework he outlines is straightforward — start with your data (client records, call transcripts, templates, Google Sheets), run it through a system you build and control, apply AI to it, then validate and iterate. "Just because you buy an AI tool doesn't mean you have an AI strategy or even an AI business." He encourages bookkeepers to build their own processing systems rather than relying entirely on third-party integrations that can change without warning. Start small — something as simple as having AI draft follow-up emails from call transcripts is a low-risk, high-value first step. Practical First Steps and Client Communication For bookkeepers ready to start, Ben's advice is to pick a low-stakes problem, solve it, and let that build confidence. Use AI to profile prospective clients from call transcripts, automate follow-up reminders, or create a client-facing dashboard from existing data. On the client side, transparency is non-negotiable: communicate that you are using AI, explain how it benefits them, and teach them how to give better inputs so they get better outputs. "By providing inputs and encouraging your customers to use AI to show them the benefits of it, they're going to become less resistant over time." That kind of teaching deepens the client relationship well beyond what traditional bookkeeping alone can offer. Links Mentioned Ben Tasker AI: bentaskerai.com Ben Tasker on LinkedIn World Economic Forum Skills Taxonomy (AI skills and human skills tracks) The Successful Bookkeeper Pure Bookkeeping About the Guest Benjamin Tasker is an AI strategist, educator, and speaker with over 10 years of experience in data science and artificial intelligence. His background spans healthcare predictive analytics, higher education, and enterprise AI strategy. Today he helps entrepreneurs and large organizations build the skills and systems they need to navigate the AI revolution. You can find his prompting frameworks, podcast appearances, and upcoming events at bentaskerai.com. About the hostMichael PalmerMichael Palmer is the host of The Successful Bookkeeper podcast and co-founder of Pure Bookkeeping and The Successful Bookkeeper. He started this work because of his father — a brilliant electrical contractor who worked twice as hard as he should have had to, because nobody on the financial side was in his corner. That gap is what The Successful Bookkeeper exists to close. His view: bookkeepers are the most undervalued force in small business — and every bookkeeper who builds a real business changes two families: theirs, and their clients'.
Send us Fan MailFinancial Advisor Tim Russell, CFP®, Rev. Drew Gysi, and Tyler Rutherford explore how our deep-rooted value of independence can subtly shape, and sometimes distort, our faith, especially when it comes to money and self-sufficiency. While financial independence can be a wise and biblical pursuit, we discuss how it can quickly become an idol when it fuels pride, fear, or isolation. Ultimately, we point to a better model: not independence, but faithful, God-centered living within a community marked by humility, generosity, and responsible interdependence.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
If you're looking for a career in financial planning, you want to be sure YOUR financial planner is following the fast moving trends of today and hires and trains new talent the right way, you want to listen to this next conversation. Joining Chris to share the culture of Waggoner Financial and how they remain up-to-date on employee development and industry trends are Director of Advisory Services, Jordan Bowman and Wealth Management Associate, Tobin Zeluff!
Matt Faircloth talks to John as he shares exclusive insights from his extensive market analysis, explaining why Sunbelt markets could outperform despite global chaos. Get the scoop on which regions and property types are poised for growth, and why opportunities exist even amidst turbulence. Plus, we uncover how the Federal Reserve's interest rate moves could either accelerate or hinder your next deal, and why resilience in real estate means understanding these macro shifts. This episode is essential listening for any investor who wants to stay ahead of the curve and capitalize on the coming recovery. If you're wondering how to navigate rising rates, inflation, and geopolitical risks, you'll leave with a clear action plan ready to make smarter, more profitable decisions. John Chang Current role: Senior Vice President, National Director Research & Advisory Services of Marcus & Millichap Based in: Phoenix, Arizona Where to find them: https://www.linkedin.com/in/johnchang/ https://www.marcusmillichap.com Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit https://malabarhillcapital.com/ for more info. Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices
Graduation season is wrapping up… caps, gowns, and yearbooks full of superlatives like “Most Likely to Succeed” or “Most Popular.” So today, we're having a little fun. Imagine you're on the yearbook committee at the School of Financial Planning. Which tools and strategies win each category? Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. CP Welde Group and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through CP Welde Group are not affiliated with PCA. Information received from this podcast should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
Send us Fan MailIn this episode, Financial Advisor Tim Russell, CFP®, Rev. Drew Gysi, and Tyler Rutherford unpack what a credit score really is, and challenge the assumption that building one should be a primary financial goal. More importantly, we walk through how parents can train their children in true financial wisdom, from early money habits to navigating debt and independence in adulthood. The goal isn't raising kids with great credit scores, but raising faithful stewards who understand the value of money and the risks of borrowing.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
As Founder of My Wealth 4 Life, Karen leads a firm dedicated to delivering comprehensive, high-level financial and estate planning designed to protect, preserve, and enhance our clients' hard-earned wealth. Their approach is both strategic and practical—focused on identifying overlooked risks, uncovering hidden opportunities, and building durable financial structures that stand the test of time.They work closely with medical professionals and entrepreneurs who operate in complex financial environments. Many are highly successful, yet still exposed to inefficiencies within their tax strategies, cash flow systems, and overall financial architecture. Their role is to bring clarity and precision—helping them eliminate waste, improve liquidity, and align their resources with long-term wealth and legacy objectives.Karen's perspective is shaped by a diverse international background in economics, business, and finance. She began my career in economic consulting with the United Nations Industrial Development Organization in Vienna, Austria, followed by a role as a marketing executive at 3M Germany. She later transitioned into financial services with Prudential in Düsseldorf, Germany, where she developed a foundation in advanced financial planning.After returning to the United States, Karen earned her Certified Financial Planner™ designation and established My Wealth 4 Life to provide a more integrated and sophisticated level of advisory services. She has since pursued advanced certifications in profit acceleration, exit and succession planning, cash flow optimization, income structuring, and capital creation, along with extensive training in estate planning and retirement income strategies.This multidisciplinary expertise allows her to approach each client's situation with a wide lens—connecting the often siloed areas of tax, business, investment, and legacy planning into one cohesive strategy. The result is not just a financial plan, but a structured path toward sustained wealth, greater control, and long-term financial confidence.Learn more: https://mywealth4life.comSecurities offered through Simplicity Group Investments, Member FINRA/SPIC, 475 Springfield Ave., Summit, N.J. 07901. Advisory Services offered through the Leaders Group Advisory, a Registered Investment Advisor. Orion Financial Associates, LLC is not affiliated with Simplicity Group Investments. CA Lic. No 0B77498.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-karen-powell-founder-of-my-wealth-4-life-discussing-overcoming-financial-fears-building-confidence
As Founder of My Wealth 4 Life, Karen leads a firm dedicated to delivering comprehensive, high-level financial and estate planning designed to protect, preserve, and enhance our clients' hard-earned wealth. Their approach is both strategic and practical—focused on identifying overlooked risks, uncovering hidden opportunities, and building durable financial structures that stand the test of time.They work closely with medical professionals and entrepreneurs who operate in complex financial environments. Many are highly successful, yet still exposed to inefficiencies within their tax strategies, cash flow systems, and overall financial architecture. Their role is to bring clarity and precision—helping them eliminate waste, improve liquidity, and align their resources with long-term wealth and legacy objectives.Karen's perspective is shaped by a diverse international background in economics, business, and finance. She began my career in economic consulting with the United Nations Industrial Development Organization in Vienna, Austria, followed by a role as a marketing executive at 3M Germany. She later transitioned into financial services with Prudential in Düsseldorf, Germany, where she developed a foundation in advanced financial planning.After returning to the United States, Karen earned her Certified Financial Planner™ designation and established My Wealth 4 Life to provide a more integrated and sophisticated level of advisory services. She has since pursued advanced certifications in profit acceleration, exit and succession planning, cash flow optimization, income structuring, and capital creation, along with extensive training in estate planning and retirement income strategies.This multidisciplinary expertise allows her to approach each client's situation with a wide lens—connecting the often siloed areas of tax, business, investment, and legacy planning into one cohesive strategy. The result is not just a financial plan, but a structured path toward sustained wealth, greater control, and long-term financial confidence.Learn more: https://mywealth4life.comSecurities offered through Simplicity Group Investments, Member FINRA/SPIC, 475 Springfield Ave., Summit, N.J. 07901. Advisory Services offered through the Leaders Group Advisory, a Registered Investment Advisor. Orion Financial Associates, LLC is not affiliated with Simplicity Group Investments. CA Lic. No 0B77498.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-karen-powell-founder-of-my-wealth-4-life-discussing-tax-efficient-strategies-for-lasting-wealth
As Founder of My Wealth 4 Life, Karen leads a firm dedicated to delivering comprehensive, high-level financial and estate planning designed to protect, preserve, and enhance our clients' hard-earned wealth. Their approach is both strategic and practical—focused on identifying overlooked risks, uncovering hidden opportunities, and building durable financial structures that stand the test of time.They work closely with medical professionals and entrepreneurs who operate in complex financial environments. Many are highly successful, yet still exposed to inefficiencies within their tax strategies, cash flow systems, and overall financial architecture. Their role is to bring clarity and precision—helping them eliminate waste, improve liquidity, and align their resources with long-term wealth and legacy objectives.Karen's perspective is shaped by a diverse international background in economics, business, and finance. She began my career in economic consulting with the United Nations Industrial Development Organization in Vienna, Austria, followed by a role as a marketing executive at 3M Germany. She later transitioned into financial services with Prudential in Düsseldorf, Germany, where she developed a foundation in advanced financial planning.After returning to the United States, Karen earned her Certified Financial Planner™ designation and established My Wealth 4 Life to provide a more integrated and sophisticated level of advisory services. She has since pursued advanced certifications in profit acceleration, exit and succession planning, cash flow optimization, income structuring, and capital creation, along with extensive training in estate planning and retirement income strategies.This multidisciplinary expertise allows her to approach each client's situation with a wide lens—connecting the often siloed areas of tax, business, investment, and legacy planning into one cohesive strategy. The result is not just a financial plan, but a structured path toward sustained wealth, greater control, and long-term financial confidence.Learn more: https://mywealth4life.comSecurities offered through Simplicity Group Investments, Member FINRA/SPIC, 475 Springfield Ave., Summit, N.J. 07901. Advisory Services offered through the Leaders Group Advisory, a Registered Investment Advisor. Orion Financial Associates, LLC is not affiliated with Simplicity Group Investments. CA Lic. No 0B77498.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-karen-powell-founder-of-my-wealth-4-life-discussing-overcoming-financial-fears-building-confidence
As Founder of My Wealth 4 Life, Karen leads a firm dedicated to delivering comprehensive, high-level financial and estate planning designed to protect, preserve, and enhance our clients' hard-earned wealth. Their approach is both strategic and practical—focused on identifying overlooked risks, uncovering hidden opportunities, and building durable financial structures that stand the test of time.They work closely with medical professionals and entrepreneurs who operate in complex financial environments. Many are highly successful, yet still exposed to inefficiencies within their tax strategies, cash flow systems, and overall financial architecture. Their role is to bring clarity and precision—helping them eliminate waste, improve liquidity, and align their resources with long-term wealth and legacy objectives.Karen's perspective is shaped by a diverse international background in economics, business, and finance. She began my career in economic consulting with the United Nations Industrial Development Organization in Vienna, Austria, followed by a role as a marketing executive at 3M Germany. She later transitioned into financial services with Prudential in Düsseldorf, Germany, where she developed a foundation in advanced financial planning.After returning to the United States, Karen earned her Certified Financial Planner™ designation and established My Wealth 4 Life to provide a more integrated and sophisticated level of advisory services. She has since pursued advanced certifications in profit acceleration, exit and succession planning, cash flow optimization, income structuring, and capital creation, along with extensive training in estate planning and retirement income strategies.This multidisciplinary expertise allows her to approach each client's situation with a wide lens—connecting the often siloed areas of tax, business, investment, and legacy planning into one cohesive strategy. The result is not just a financial plan, but a structured path toward sustained wealth, greater control, and long-term financial confidence.Learn more: https://mywealth4life.comSecurities offered through Simplicity Group Investments, Member FINRA/SPIC, 475 Springfield Ave., Summit, N.J. 07901. Advisory Services offered through the Leaders Group Advisory, a Registered Investment Advisor. Orion Financial Associates, LLC is not affiliated with Simplicity Group Investments. CA Lic. No 0B77498.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-karen-powell-founder-of-my-wealth-4-life-discussing-tax-efficient-strategies-for-lasting-wealth
Send us Fan MailIn this episode, Financial Advisor Tim Russell, CFP®, Rev. Drew Gysi, and Tyler Rutherford unpack what a “poverty mindset” is and how fear, scarcity, and past experiences can shape the way we think about money and opportunity. We explore how this mindset can form, when it may feel like protection, and why it often becomes a barrier to growth in modern life. Finally, we look at how renewing your thinking, taking responsibility, and pursuing wisdom can lead to lasting financial and personal freedom.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
As Founder of My Wealth 4 Life, Karen leads a firm dedicated to delivering comprehensive, high-level financial and estate planning designed to protect, preserve, and enhance our clients' hard-earned wealth. Their approach is both strategic and practical—focused on identifying overlooked risks, uncovering hidden opportunities, and building durable financial structures that stand the test of time.They work closely with medical professionals and entrepreneurs who operate in complex financial environments. Many are highly successful, yet still exposed to inefficiencies within their tax strategies, cash flow systems, and overall financial architecture. Their role is to bring clarity and precision—helping them eliminate waste, improve liquidity, and align their resources with long-term wealth and legacy objectives.Karen's perspective is shaped by a diverse international background in economics, business, and finance. She began my career in economic consulting with the United Nations Industrial Development Organization in Vienna, Austria, followed by a role as a marketing executive at 3M Germany. She later transitioned into financial services with Prudential in Düsseldorf, Germany, where she developed a foundation in advanced financial planning.After returning to the United States, Karen earned her Certified Financial Planner™ designation and established My Wealth 4 Life to provide a more integrated and sophisticated level of advisory services. She has since pursued advanced certifications in profit acceleration, exit and succession planning, cash flow optimization, income structuring, and capital creation, along with extensive training in estate planning and retirement income strategies.This multidisciplinary expertise allows her to approach each client's situation with a wide lens—connecting the often siloed areas of tax, business, investment, and legacy planning into one cohesive strategy. The result is not just a financial plan, but a structured path toward sustained wealth, greater control, and long-term financial confidence.Learn more: https://mywealth4life.comSecurities offered through Simplicity Group Investments, Member FINRA/SPIC, 475 Springfield Ave., Summit, N.J. 07901. Advisory Services offered through the Leaders Group Advisory, a Registered Investment Advisor. Orion Financial Associates, LLC is not affiliated with Simplicity Group Investments. CA Lic. No 0B77498.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-karen-powell-founder-of-my-wealth-4-life-discussing-securing-retirement-lifestyle
As Founder of My Wealth 4 Life, Karen leads a firm dedicated to delivering comprehensive, high-level financial and estate planning designed to protect, preserve, and enhance our clients' hard-earned wealth. Their approach is both strategic and practical—focused on identifying overlooked risks, uncovering hidden opportunities, and building durable financial structures that stand the test of time.They work closely with medical professionals and entrepreneurs who operate in complex financial environments. Many are highly successful, yet still exposed to inefficiencies within their tax strategies, cash flow systems, and overall financial architecture. Their role is to bring clarity and precision—helping them eliminate waste, improve liquidity, and align their resources with long-term wealth and legacy objectives.Karen's perspective is shaped by a diverse international background in economics, business, and finance. She began my career in economic consulting with the United Nations Industrial Development Organization in Vienna, Austria, followed by a role as a marketing executive at 3M Germany. She later transitioned into financial services with Prudential in Düsseldorf, Germany, where she developed a foundation in advanced financial planning.After returning to the United States, Karen earned her Certified Financial Planner™ designation and established My Wealth 4 Life to provide a more integrated and sophisticated level of advisory services. She has since pursued advanced certifications in profit acceleration, exit and succession planning, cash flow optimization, income structuring, and capital creation, along with extensive training in estate planning and retirement income strategies.This multidisciplinary expertise allows her to approach each client's situation with a wide lens—connecting the often siloed areas of tax, business, investment, and legacy planning into one cohesive strategy. The result is not just a financial plan, but a structured path toward sustained wealth, greater control, and long-term financial confidence.Learn more: https://mywealth4life.comSecurities offered through Simplicity Group Investments, Member FINRA/SPIC, 475 Springfield Ave., Summit, N.J. 07901. Advisory Services offered through the Leaders Group Advisory, a Registered Investment Advisor. Orion Financial Associates, LLC is not affiliated with Simplicity Group Investments. CA Lic. No 0B77498.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-karen-powell-founder-of-my-wealth-4-life-discussing-securing-retirement-lifestyle
We always say in the Bookkeepers Collective that it's really important to have a little black book because we think that the more people you know, the more people you can connect your clients to and this just helps you to be a more trusted advisor. In this episode, I chat with my good friend and financial advisor, Bella Clark, about the importance of financial planning and how it can help both bookkeepers and their clients. Bella shares her journey into financial advising and the value of understanding your clients' financial fears and aspirations. Connect with Bella: https://www.linkedin.com/in/financialplanninglady/ Bookkeeper's Collective Advisory Section: https://www.6figurebookkeeper.com/advisory/ ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. ----- Chapters: 00:00:00 - Introduction and Guest Welcome 00:00:56 - Guest Background and Role Explanation 00:01:01 - Discussion on Financial Planning 00:03:47 - Guest's Journey to Becoming a Financial Advisor 00:07:51 - Guest's Approach to Financial Advice 00:09:49 - Concept of Future Self in Financial Planning 00:12:00 - Implementing Future Self Concept in Bookkeeping 00:12:08 - Role Play: Financial Planning Conversation 00:15:38 - Transition from Employed to Self-Employed 00:16:16 - Business Expansion and Role Changes 00:17:06 - Role of Personal Connection in Business 00:17:46 - Importance of Understanding Client's Background and Values 00:19:35 - Financial Planning: Protection Stage 00:21:40 - Scenario Planning and Forecasting 00:22:49 - The Value of Giving Value 00:25:13 - Importance of Kindness in Business 00:27:04 - Advisory Services and the Future of the Profession 00:28:43 - The Importance of Understanding Client's Goals 00:31:05 - Celebrating Personal Wins in Business #bookkeeper
Most folks meet with their financial advisor once a year. That meeting is one of the most valuable hours in your financial life if it's done right. Today we're going to talk honestly about what that meeting looks like when it isn't... and what it looks like when it is. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705 Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. CP Welde Group and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through CP Welde Group are not affiliated with PCA. Information received from this podcast should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
In this episode, Matt Brown, Vice President, Advisory Services and Enterprise Solutions at CHG Healthcare, joins the podcast to discuss key findings from CHG Healthcare's 2025 Physician Sentiment Research, including the growing importance of leadership transparency, physician autonomy, and workforce flexibility. He also shares how health systems can rethink engagement strategies, AI adoption, and care delivery models to better retain and support physicians in an evolving healthcare landscape.This episode is sponsored by CHG Healthcare.
See what the team at The Successful Bookkeeper has on right now → If you've ever quoted a price, panicked at the silence, and then talked yourself into a discount before the prospect even responded — this episode is for you. In the finale of this two-part series, Natalia Zacharin, Founder and Principal of Zacharin Consulting, picks up where she left off: taking a firm from underpriced and overworked to a multi-million-dollar operation built on confident pricing, high-caliber hires, and fractional CFO services that change businesses from the inside out. Chapters [00:00] Cold open and episode intro [01:37] Non-negotiables and self-care [04:48] The hiring formula and pricing shift [08:00] Price it and zip it [11:00] Joining a mastermind, betting on herself [13:30] Building referrals and CFO services [17:30] What fractional CFO work really looks like [23:00] AI, pricing pressure, and quality [26:30] Hiring up and scaling out of production [29:00] Final advice and where to find Natalia The Moment She Stopped Underselling For a long time, Natalia was closing deals she immediately regretted. She'd set a minimum of $500 a month, get on the sales call, hit silence — and before the prospect could say a word, she'd already dropped the number. "I would get off the call and then be mad at myself because I did it again," she says. The fix was deceptively simple: state the price and stop talking. That uncomfortable pause exists for the client to process, ask questions, or push back — and it's not your job to fill it. Learning to sit in that silence was the turning point that finally gave her room to hire. The Hiring Formula Behind the Growth Natalia uses a straightforward formula: between $200,000 and $300,000 in gross revenue per employee. She was at $300,000 and wanted to hire — but the numbers said she needed to be closer to $500,000 first. So she raised her prices, created the margin, and then hired. Her early lesson: the first hire was underqualified, which meant she spent more time training than delegating. "Looking back, I should have hired someone with a lot more experience that was more expensive, maybe even a manager level." Hiring up — paying well, offering full benefits, building a team that can run without you — is the model she's stayed with ever since. Fractional CFO Services: Already Doing It for Free The expansion into fractional CFO work didn't start with a strategy — it started with Natalia noticing she was already answering CFO-level questions at the end of every bookkeeping sales call. Clients kept asking: how do I get more profitable? How much cash do I actually need? When should I hire? "If you're already giving advice, you're already doing that for free unless you're charging for it." She formalized those conversations into a monthly engagement built around projections, accountability, and the kind of honest focus that keeps business owners from avoiding the hard work that actually moves the needle. AI, Pricing Pressure, and Leaning the Right Direction With AI tools multiplying and overseas competitors undercutting on price, Natalia's response is deliberate: go the other direction. "Don't feel the pressure of constantly lowering your pricing. That's going in the wrong direction. You need to actually be even better." Her firm uses AI to work faster and more accurately, but every file is reviewed by an in-house controller regardless of client size. The value isn't in the tool — it's in the trained eye that knows where to look and what the numbers mean for that specific business. Scaling Yourself Out of the Business Getting out of day-to-day production takes longer than most people expect. Natalia spent four years trying to hand off payroll before she finally found a payroll-only specialist with decades of experience — not a generalist bookkeeper. The message for anyone building a firm: don't give up when a hire doesn't stick. Keep looking for the right person. "It took me four years to get out of payroll… I'd be on vacation, walking the beach, running someone's payroll on my phone because it kept coming back to me." The same patience applies to every role you want to transition out of. Links Mentioned Zacharin Consulting website: zacharynconsulting.com LinkedIn: Grow Your Bottom Line Instagram: Grow Your Bottom Line Pure Bookkeeping: purebookkeeping.com The Successful Bookkeeper resources: thesuccessfulbookkeeper.com About the Guest Natalia Zacharin is the Founder and Principal of Zacharin Consulting, a full-service bookkeeping and fractional CFO firm she built from the ground up as a single mother. Starting with cold LinkedIn outreach and clients at $75 a month, she scaled the firm to multi-million-dollar revenue by combining confident pricing, strategic hiring, and advisory services that help business owners understand and act on their numbers. She is based in the United States and serves clients across industries including logistics, IT, and professional services. About the hostMichael PalmerMichael Palmer is the host of The Successful Bookkeeper podcast and co-founder of Pure Bookkeeping and The Successful Bookkeeper. He started this work because of his father — a brilliant electrical contractor who worked twice as hard as he should have had to, because nobody on the financial side was in his corner. That gap is what The Successful Bookkeeper exists to close. His view: bookkeepers are the most undervalued force in small business — and every bookkeeper who builds a real business changes two families: theirs, and their clients'.
Send us Fan MailIn this episode, Financial Advisor Tim Russell, CFP®, Rev. Drew Gysi, and Tyler Rutherford explore why profit is often misunderstood and how it actually represents value created, risk taken, and needs met in the marketplace. Rather than being a sign of exploitation, profit plays a key role in driving innovation, supporting jobs, and expanding generosity. We also look at how a biblical worldview frames work, stewardship, and wealth creation.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Retirement from federal service isn't a single moment. It's a series of decisions – and each one shapes your income, cash flow, and ultimately, more retirement confidence.In this presentation, David Raetz of Benchmark Financial Group discusses:- Choosing the Right Retirement Date- How to Bridge the Income Gap- Creating Your Retirement Paycheck- How to Get Started on Your Retirement Plan---------------------------------------------------------------Connect with Benchmark Financial Group:Website | https://bfgkc.comLinkedIn | https://www.linkedin.com/company/benchmark-financial-group-llcFacebook | https://www.facebook.com/BenchmarkFinancialGroupLLCBenchmark Financial Group is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact us by visiting our website at https://bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com.Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC, and CreativeOne Securities are not affiliated companies.#federalemployees #federalbenefits #federalretirement #benchmarkfinancialgroup #planyourfederalretirement
Send us Fan MailFinancial Advisor Tim Russell, CFP®, Rev. Drew Gysi, and Tyler Rutherford explore the counterintuitive idea that lowering certain taxes can actually increase economic activity and, in some cases, even boost government revenue. It unpacks how taxes influence behavior, distort incentives, and impact everything from investment decisions to wages and prices.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Could you launch a CFO advisory business in just 12 weeks? Most business owners don't want more reports. They want clarity and direction. We talk imposter syndrome, cashflow, forecasting, and building real client confidence. Hear how one stressed business owner completely transformed her business. Discover the systems and frameworks behind successful CFO advisory services. This episode could change how you see advisory forever. You do not want to miss this one. The latest episode of the Value Pricing Podcast is now available: How To Launch a CFO Advisory Services Business in 12 Weeks In today's episode you will learn: How to launch CFO advisory services in just 12 weeks Why business owners need guidance, not just financial reports How to overcome imposter syndrome and build advisory confidence The key numbers and drivers every business owner must understand How forecasting and scoreboards help clients take better action Why CFO conversations create bigger impact than bookkeeping alone Don't miss out on the strategies, systems, and mindset shifts that can transform the way you serve clients forever. Listen now!
Retirement from federal service isn't a single moment. It's a series of decisions – and each one shapes your income, cash flow, and ultimately, more retirement confidence.In this presentation, David Raetz of Benchmark Financial Group discusses:Choosing the Right Retirement DateHow to Bridge the Income GapCreating Your Retirement PaycheckHow to Get Started on Your Retirement Plan---------------------------------------------Connect with Benchmark Financial Group:Website | bfgkc.comLinkedIn | @benchmark-financial-group-llcFacebook | @BenchmarkFinancialGroupLLCBenchmark Financial Group is located at 10975 Benson Dr., Suite 500, Overland Park, KS 66210, Corporate Woods Building 12. You can contact us by visiting our website at bfgkc.com, calling 913.227.4224, or emailing David at david.raetz@bfgkc.com.Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC, and CreativeOne Securities are not affiliated companies.
Send us Fan MailFinancial Advisor Tim Russell, CFP®, Rev. Drew Gysi, and Tyler Rutherford break down the real impact of tariffs, explaining how they function as a hidden tax that ultimately raises prices for everyday consumers. It explores the economic principle of specialization, showing how tariffs reduce efficiency, limit wealth creation, and can make the overall economy poorer despite intentions to protect domestic jobs.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
In Ep. #126, Jerry talks with Justin Danhof, Director of Policy at the Department of Labor's EBSA division, to explain recent executive actions around proxy advisory services, what you need to know, and how it affects the financial freedom and future of ordinary Americans. Join us for a conversation around: What is a proxy advisory service – and why should you care? Which factors determine whether proxy advisory services are fiduciary entities? Why eradicating political bias in finance has generational impact Learn more at dol.gov/agencies/ebsa.See omnystudio.com/listener for privacy information.
Smythe LLP has been producing a P&C brokerage report for a number of years so we had Alex Wong, Partner in Advisory Services, talk about the data and answer a few questions about the state of the brokerage industry last year.In this episode:What are the fears most brokers have?How are the trends driving change and where?Will consolidation continue and how?Where are the growth opportunities?What do brokers need to do to keep having sucess?How will technology impact the future of the channel?It's never easy to be honest and up front about an industry that is changing so fast, but Alex lays out the facts and backs it up with data and his own experience advising companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Matt Faircloth interviews John Chang, who breaks down April's market volatility and what it means for commercial real estate investors. He explains how geopolitical uncertainty has already been priced into the market, with inflation pressures lingering but interest rates stabilizing rather than spiking further. John emphasizes that despite short-term noise, the broader real estate cycle is setting up a strong window for long-term investors. He also highlights where opportunity is emerging, pointing to office as a sleeper asset, continued value-add potential in retail, and softer outlooks for self-storage. The episode wraps with key markets to watch, including long-term growth cities, turnaround regions, and a few under-the-radar plays driven by economic and policy shifts. John Chang Current role: Senior Vice President, National Director of Research & Advisory Services of Marcus & Millichap Based in: Phoenix, Arizona Where to find them: https://www.linkedin.com/in/johnchang/ https://www.marcusmillichap.com Visit trustetc.com/bestever for more info. Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit https://m1.com/ for more info. Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices
See what the team at The Successful Bookkeeper has on right now → Anne Napolitano started her firm a decade ago as a solopreneur with an accounting degree, a background as a controller for Hermès of Paris, and a stint as a personal chef. Today she runs a 10-person firm with a specialty niche in food and beverage — and she has learned, often the hard way, how to charge what her work is actually worth. This episode is a practical, honest conversation about building advisory services into a bookkeeping firm, pricing with confidence, and communicating value so clients never have to wonder what you do for them. Chapters [00:00] Anne's Background and Firm Journey [05:03] Early Mistakes and Hard Lessons [09:07] Building Advisory Into the Practice [12:24] Tools, Confidence, and Clean Data [14:33] Selling Advisory to Skeptical Clients [18:20] Segmenting Clients for Higher-Tier Work [20:42] Packaging and Proposals That Work [23:34] Pricing Courage and Recovering from Undercharging [28:19] Communicating Value Before Clients Leave [30:29] Pivotal Moments and What She'd Do Differently From Bookkeeping to Advisory: It Takes Time to Grow Into It Anne didn't launch as a full advisory firm on day one — the advisory side evolved as her confidence and team grew. She credits closing the books fast (her target is the 10th–15th of each month) as the foundation that makes advisory possible. "The faster we can get the bookkeeping done, that allows us 2 weeks at the end of the month to meet with clients and to do the advisory type of work that we really enjoy." Without clean, timely data, there's nothing to advise on. Selling Advisory When Clients Don't Know They Need It Many clients assume advisory is bundled into their basic bookkeeping fee. Anne's approach is to start with bookkeeping, build trust, and then show — not tell — what advisory can do. She uses dashboards, charts, and graphs in prospect calls, sometimes pulling analysis directly from a prospect's QuickBooks file before they've even signed. "We have found that that has been a game changer." Visual tools lower the barrier for clients who tune out a P&L but respond immediately to a trend line. Segmenting Clients for Higher-Tier Services Not every client is ready for advisory, and Anne stopped pretending otherwise. She segments roughly the top 15–30% of her client base into higher-tier engagements based on revenue size, reporting complexity, or multi-entity structures — not just headcount. Clients who don't start there often grow into it. "Some of the other clients move themselves into advisory over time. Either they grow or become more complex, or we've shown them what we can do for them — and by then we have a relationship, so they trust us." The Pricing Trap: Being a Recovering Underpricer Anne is direct about the pricing mistakes she's still working through. She uses value pricing (no hourly billing), offers three-tier proposal packages, and spells out scope precisely to avoid scope creep and client assumptions. But the real obstacle is internal. "I'm a recovering underpricer. You need to be willing and able for them to walk away. Because if they're not going to pay your price, it's not a good client for you." She also anchors pricing against the cost of a full-time hire — converting monthly fees to an annual figure so clients can compare apples to apples. Communicating Value Before Clients Drift Away Losing clients not because of bad work, but because clients didn't understand what was being done for them, was one of Anne's hardest lessons. Her fix: overcommunicate. Her team now sends monthly summaries through their client portal covering what was done, errors caught, fraud signals flagged, and money saved. "We don't always communicate to a client, and we found that that was a big mistake." She describes it as an iceberg — clients see the surface, but the firm's job is to make the work below the waterline visible. --- Links Mentioned Anne Napolitano on LinkedIn Anne Napolitano on Instagram: search Anne Napolitano The Balance Sheet — Anne's monthly newsletter (contact her via social media to subscribe) The Successful Bookkeeper Summit — this year's theme: Owning Your Authority PureBookkeeping.com — episode sponsor Woodard conferences and education (mentioned as a resource for advisory skill-building) --- About the Guest Anne Napolitano is the founder of Anne Napolitano Consulting, a modern accounting and advisory firm she has grown over 10 years from a solo practice to a 10-person team. With over 30 years in accounting — including a role as U.S. controller for Hermès of Paris — Anne specializes in bookkeeping and CFO-level advisory services for food and beverage businesses, nonprofits, and general small business clients. She is based in the United States and is active on LinkedIn and Instagram.
Send us Fan MailFinancial Advisor Tim Russell, CFP®, Rev. Drew Gysi, and Tyler Rutherford explore the growing appeal of rent control amid rising housing costs and asks whether it truly helps or ultimately harms the people it's meant to serve. It explains how rent control can reduce housing supply, lower property quality, and discourage investment, often leading to worse long-term outcomes.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Send us Fan MailIn this episode, Financial Advisor Tim Russell, CFP®, Rev. Drew Gysi, and Tyler Rutherford tackle the popular claim that Jesus was a socialist, challenging whether Scripture actually supports that idea or if modern politics are being projected onto the Bible. It contrasts socialism's emphasis on government control with the Bible's focus on voluntary generosity, personal responsibility, and stewardship. Ultimately, the episode argues that biblical teaching aligns more with freedom, private ownership, and compassionate giving from the heart rather than forced redistribution.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Episode Notes About Amy Farner Amy Farner is Executive Vice President and Head of Product at The Josh Bersin Company. She previously led Deloitte Consulting's survey research and analytics practice and brings over 20 years of experience helping organizations drive results through data, insights, and industry trends. What You'll Learn in This Episode Why consulting firms are shifting from projects to AI-powered platforms How tools like Lilli, AskGartner, and Galileo are changing the industry What early signals, like higher renewal rates, reveal about AI adoption The difference between access to information and trusted insight How AI is accelerating speed, scale, and personalization in consulting Why SaaS models are becoming more valuable than traditional services How AI is opening access to advisory services for underserved markets The evolving role of consultants in a world of instant information Where human judgment remains essential in decision-making What the next 3–5 years of consulting could look like Key Insights from the Episode The value of consulting is shifting from delivering answers to guiding decisions AI is not replacing consultants, it is redefining where they create value Firms that fail to adapt to AI-enabled delivery models risk being displaced Smaller and mid-sized companies now have access to insights that were once reserved for the enterprise level Communication and strategic thinking are becoming more important than traditional “hard skills” Resources & Links Galileo AI Agent by The Josh Bersin Companyhttps://getgalileo.ai/agent The Josh Bersin Companyhttps://joshbersin.com/ Think First
Send us Fan MailDo credit scores matter? Financial Advisor Tim Russell, CFP®, CKA® and Tyler Rutherford discuss.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPCSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Send us Fan MailFeeling guilty about money is not automatically a bad thing. God gave us a conscience to alert us when we are living outside of His design. Guilt can be a grace if it leads us toward repentance, restoration, and wiser stewardship. However, we live in a fallen world. Sometimes we carry more shame than we should. Other times, we fail to feel guilt when we should. When it comes to financial decisions, emotions often run deep. For nearly five decades, our team has been counseling families through their finances since 1978. We understand that financial failure is rarely just about dollars and cents.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPCSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Matt Faircloth talks to John Chang, where he reveals why the recent slowdown in job creation isn't just a blip but a signal of deeper underlying trends. You'll discover how headwinds like rising energy costs, war-related uncertainty, and shifts in policy impact real estate markets, especially multifamily. We break down the hidden consequences of slower employment, dwindling construction, and the critical importance of supply-demand dynamics in different regions. Plus, John shares forward-looking insights into how markets may become the prime playground for sharp investors willing to take calculated risks now, betting on long-term recovery and growth. John Chang Current role: Senior Vice President, National Director Research & Advisory Services of Marcus & Millichap Based in: Phoenix, Arizona Where to find them: https://www.linkedin.com/in/johnchang/ https://www.marcusmillichap.com Visit trustetc.com/bestever for more info. Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit www.tribevestisc.com for more info. Try QUO for free PLUS get 20% off your first 6 months when you go to quo.com/BESTEVER Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to another episode of Building the Premier Accounting Firm. Today, Roger Knecht and Jeff Dredge discuss the evolution of the accounting profession, highlighting the shift from traditional compliance to essential advisory services. They explore how embracing technology and a "hindsight, insight, foresight" approach can transform accounting firms and enhance client relationships. Learn about the value of work-life balance and strategic collaboration for sustained growth. In This Episode: 00:00 Introduction & Early Career 02:11 From Employee to Partner 05:01 The Evolution to Advisory Work 07:35 Embracing Technology and Foresight 12:05 Value of Advisory Services 16:24 Human Element in Advisory 18:58 Selling the Accounting Business 24:41 Valuation & Industry Needs 33:28 Defining Services and Collaboration 39:20 Leveraging Collaboration & Post-Acquisition Changes 41:27 Recharging Through the Outdoors 44:34 Family, Growth, and Resilience 47:48 Selling Your Business: Considerations 51:25 Prioritizing Work-Life Balance 54:00 Rapid-Fire Questions 55:24 Show Recap & Host Offers 01:00:15 Final Thoughts: Hope & Growth 01:03:52 Closing Remarks & Resources Key Takeaways: Transition from technician to partner to gain ownership and leadership skills. Offer advisory services to move beyond commoditized compliance work. Understand business valuation factors: client stickiness, staff retention, and clear operating procedures. Prioritize work-life balance to sustain personal well-being and strong family relationships. Collaborate with other accounting professionals to offer comprehensive client solutions. Featured Quotes: "If you want to be successful, you've got to separate yourself from the work, and you got to work on your business." — Jeff Dredge "Hindsight is a commodity if that's what you're providing… When you start getting to insight and foresight, you can charge higher fees because there's greater value to what you're providing." — Jeff Dredge "I think more than ever in today's world, we cannot be entrenched. We've got to learn to use these tools." — Jeff Dredge Behind the Story: Jeff Dredge, a CPA and founder of an accounting business, recounts his career trajectory, including the pivotal decision to pursue accounting after being inspired by a mentor's lifestyle. He explains his preference for a smaller firm that offered rapid responsibility and the journey to becoming a partner within five years. The narrative delves into his experience with selling his firm to a private equity group, the anxieties surrounding being "micromanaged," and the eventual realization of greater focus on delivery and strategy. Jeff Dredge emphasizes the importance of work-life balance, community involvement, and fostering independence in his children through challenging experiences. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Are you ready for a change, both personally and professionally? Then accept and participate in the Accountrepreneurs Challenge. This is a FREE opportunity to apply best practices and make this the best year yet in your career. Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This conference is one you don't want to miss. Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds." "in the BLACK, Nine Principles to Make Your Business Profitable" "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. "Your Profit & Growth Expert" - Offer CFO & Advisory services with confidence and competence. Take the time to understand what your clients expect from you as their accountant. Follow the Turnkey Business plan for accounting professionals. This is the proven process to start and build the premier accounting firm in your area. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here where you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE For Additional FREE Resources for accounting professionals, check out this collection HERE! Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
Send us Fan MailFinancial Advisor Tim Russell, CFP®, CKA® and Tyler Rutherford discuss the cost of doing nothing with your money.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPCSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
Send us Fan MailFinancial Advisor Tim Russell, CFP®, CKA® and Tyler Rutherford tackle the question: Should I invest while getting out of debt? It depends on a number of important factors. This is one of the most common financial planning questions we've been helping families answer since 1978. For nearly five decades, our organization has walked alongside individuals and families seeking to practice faithful, wise financial stewardship. The answer isn't one-size-fits-all, but for most people, the priority is clear.See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPCSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC
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