The Tax Advisor Who Made Me Use ChatGPT Instead

What happens when a client finds AI more helpful than the advisor they're paying? I recently found out firsthand — and it wasn't a good sign.

Does your marketing actually sound like you — or could it have been written by anyone? It might be worth taking an honest look.

Have you had an honest conversation with your team about AI yet? It might be more overdue than you think.

Your firm already does something clients would pay more for. They just don't know it yet.

Feeling stuck as the bottleneck in your firm? There are usually three things behind it, and all of them are fixable.

There are still firms that haven't touched AI. If that's you, these two tools are a simple way to get going.

Charging more is something a lot of firm owners avoid. But there's a way to approach it that makes the conversation easier than you'd expect.

When revenue gets tight, going on offense with some simple marketing tends to beat pulling back. You might not have tried these tactics yet.

Every software tool looks great in a demo. There's a simple way to narrow down what really matters before you start shopping, and it could save you a lot of time.

Not every firm owner wants to grow. But if you've been on the fence about it, this one might help you think it through.