Monthly Archives: December 2014

Finally! A Way to Leverage CPAs into Bringing Us New Clients

Finally!  A Way to Leverage CPAs into Bringing Us New Clients Stick with me for a second as I explain this… it’s not the same old tired thing you’ve heard a million times before.  Deal? The first step is set … Continue reading

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The Best Time You’ll Ever Spend in December

If you are willing to put in just one week of work… just one week… and NOT one cent of money… within 45 days you will be bringing in 3 to 5 new clients each month.  What better time to … Continue reading

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Nice WSJ Article to Impress the Importance of Income Planning to Your Clients

The Wall Street Journal article, “Say Goodbye to the 4% Rule” gives a startling example of the importance of income planning.   “If you had retired Jan. 1, 2000, with an initial 4% withdrawal rate and a portfolio of 55% stocks … Continue reading

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