Business Analysis Expert Jason Kruger
Read moreAugust 12, 2012
Guest and business analyst, Jason Kruger, of Signature Analytics discusses how to make educated business decisions based on detailed analysis and technology, as well as the importance of financial structure within the business. Primarily, Mr. Kruger focuses on financial consulting, outsourcing accounting, budgeting and forecasting, temporary staffing, and permanent placement services which include part-time CFO positions.
Greg Kyte Offers His Comedic Opinion to the CPA Horizons 2025 report
Greg Kyte’s monthly look at the current issues and trends in the accounting profession pokes fun at the AICPA’s CPA Horizons 2025 report. Filmed live at the inaugural IC Opportunities event hosted by Jody Padar in Chicago.Read moreWhat is Family Governace?
FAMILY GOVERNANCE is how High-Net Worth Families (“HNWF”) and Family Offices (“FO”) converse, communicate and decide, and take collective responsibility and accountability for financial decisions regarding a Family’s wealth. What Family Governance looks like depends on what stage/generation of wealth accumulation/maintenance/transfer a Family is at. The roles of financial advisors are ever-changing in this regard as ...Read moreFocusing on Your Customer
Focus on what your customer wants, as opposed to what your customer needs. Explain the benefits of your service as opposed to the features. EXTERNALIZE content (transparency). When preparing a quote, price needs separately from wants. Offer a 100% customer satisfaction money-back guarantee. When telling your story, be specific, don’t settle for generalities. Include context, history, and intent. Be careful ...Read moreMoving Beyond Networking to Connecting, Collaboration and Transcendence
The concept of “command and control” is dead. It has been replaced by “connect and collaborate.” Your best currency in business is your relationships. Your knowledge is a distant second. Listen, respond, and express gratitude. Think of it as a loop; initiate communication; make connections. Make sure to close the loop and serve as the ...Read more