John J. Bowen Jr., a Financial Planning columnist, is founder and CEO of CEG Worldwide, a global coaching, training, research and consulting firm for advisers in San Martin, California. Follow him on Twitter at @CEGAdvisorCoach.
Benefit brokers and advisers know that an accountant can be a strong alliance for building business, especially in the post-ACA world. Heres how to maximize your proposition to CPAs.
As the year winds down, give yourself the time and space to really think about your business: where you are today, where you want to go and the gap between the two.
