Remove Ethics Remove Numbers Remove Recruitment
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Growing Your New Tax Firm: Strategies for Client Acquisition and Retention

Harness Wealth

Whether you’re a senior manager, partner, or at an earlier stage in your accounting career, understanding the intricacies of transitioning existing clients, as well as recruiting and retaining new clients, is paramount to your long-term success.

Taxes 52
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31 Passive Income Ideas to Build Real Wealth (Updated for 2023)

Good Financial Cents

The term “turnkey” means the numbers have been crunched, the home may have been rehabbed, and may already include tenants! You can profit by sharing the company’s products with others, you can use products yourself, and you can recruit others. Look for freelancers with a strong work ethic who provide quality results.

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Saturday links: local altruism

Abnormal Returns

washingtonpost.com) A record number of Americans died from excessive heat in 2023. barrons.com) Pets Just how ethical is pet ownership? newsletter.abnormalreturns.com) Mixed media Recruiters are being flooded with AI-generated cover letters and resumes. ft.com) Health Aging doesn't happen in a linear fashion.

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Transcript: Ilana Weinstein

The Big Picture

Ilana Weinstein returns to tell us about all the competitive recruiting and superstar talent she’s been working with over the past couple of years. WEINSTEIN: Let me define what we do, because I feel like a fair misconception might be that as a recruiting firm, our job is to help people find jobs. These are big numbers.

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands. Salaske: Right, now.

CFP 59
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Transcript: Benjamin Clymer & Jeffery Fowler, Hodinkee

The Big Picture

But there were a lot of other purveyors of watches that really were not super, super ethical folks. FOWLER: Yes, I was at LVMH for a number of years, mostly with Louis Vuitton for the first few years. The number one response every single time to this day is for Hodinkee to sell things because they trust us. FOWLER: Yes.

Retail 173
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Sorted Weekly Tweets

Aleph

We lost a reason to have children via entitlements Feb 11, 2023 Criminals use Telegram to recruit ‘walkers’ as America’s big banks see an 84% increase in check fraud [link] I’ve gotten cheated on this as well. Hint: check your bank account weekly, show bogus transactions to them quickly, and the bank will eat the loss.

Banking 59