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An Advisor’s Secret Weapon – The 7 Minute Conversation

I always think it’s funny that it takes me an hour, or 1,300 words in this case, to teach someone how to have a...

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Inflation and Your Small Business Clients

As a consumer, you have seen rising prices for everything ranging from gas to your favorite foods. You've maybe even...

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How To Talk to Your Clients About the Cash Flow Statement

If a report could talk, the cash flow statement would say, “I’m gonna tell on you!” That’s right. The cash flow...

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How to Talk to Your Clients About the Balance Sheet

Most times when I’ve seen business owners look at a balance sheet, they seem satisfied that the top and bottom numbers...

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How to Talk to Your Clients About the Income Statement

Yesterday I was assured by several different professionals that clients still hand in a “shoebox” full of receipts to...

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Do You Know How Much Cash Your Company Needs?

With the holiday season right around the corner, I had a weird flashback. I can remember assembling a toy for my...

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