Ryan Cantrell, CPA’s Post

Blasting out cold emails to everyone and their mom? Come onnnn. You’re better than that. You got into the boutique biz because you bring something special to the table. It’s time to: ⇢ Thoughtfully tap into those differentiators ⇢ Carefully curate your guest list ⇢ Fill those seats with the allocators & investors who are most likely to get you Stacy Havener is going live on Dec. 4 to guide you in the right direction. She’s sharing her best tips and practical advice to help you get more *better* meetings. 📌 𝗦𝗮𝘃𝗲 𝘆𝗼𝘂𝗿 𝘀𝗲𝗮𝘁 𝗳𝗼𝗿 𝗼𝘂𝗿 𝗹𝗶𝘃𝗲 𝘄𝗲𝗯𝗶𝗻𝗮𝗿 𝗼𝗻 𝗪𝗲𝗱𝘀. 𝗗𝗲𝗰. 𝟰 @ 𝟮 𝗽𝗺 𝗘𝗧 ↳ You coming? Scan the QR code or visit the URL in the image!

Continuing trend we see in the market….Turnover in a Payroll specialist. We are the solution with our Managed Payroll service. Real story below.

"What are the most valuable assets in your organization? Well, the valuable assets are people. But even more valuable are the skills they’re picking up.” We’re kicking off the week with these inspiring words of wisdom from Mark Jackson. Check out the link in the comments to learn more about Nationwide’s data-driven skill-building strategy 👇

Are your pipeline check-ins driving results, or just checking boxes? 🤔 In our latest blog, we’re sharing essential strategies to make your check-ins more effective. Learn how to boost accountability, foster transparency, and keep your team motivated, all while identifying red flags early and staying on track to hit your goals. Read now! https://lnkd.in/g4TmckYa

Are your QBRs just presentations, or are they meaningful conversations that drive results? If your QBRs feel one-sided, it’s time to rethink your approach. In our upcoming webinar, we will show you how to transform QBRs into strategic tools for growth and stronger client partnerships. Here’s what you’ll learn: - How to avoid common QBR pitfalls and design sessions that engage your clients - Proactive strategies to align on future goals and uncover growth opportunities - The key to building trust through actionable follow-ups Let’s make QBRs valuable again—for you and your clients. RSVP here: https://lnkd.in/dGgZGh6Y

Presentation 101- - Have a clear objective in mind - Be chronological w/your stuff - Become a story-teller - Connect w/the audience Presentations are meant to be simple but effective. The data/information inside must be relevant and your way of carrying the meet is what carries the most importance. So, focusing on that helps a lot to continue w/our operations. Tomorrow I'll be presenting myself for the first-time at my office. To get updates for the same, Follow Prerak Sharma

🎤 Where Dem Dollas At: How to Approach Exec Stakeholders for More Funding 🎤 Securing additional funding can feel like trying to score a last-minute backstage pass. You’ve got to make the right moves and say the right words. Here’s how you can approach your executive stakeholders to open up the purse again: 🏆𝗣𝗹𝗮𝘆 𝘁𝗵𝗲 𝗛𝗶𝘁𝘀: Just like every artist knows their top tracks, know your project's key successes and be ready to showcase the value delivered so far with concrete results and data. 🎭𝗦𝗲𝘁 𝘁𝗵𝗲 𝗦𝘁𝗮𝗴𝗲: Before diving into the ask, provide context. Explain the current project status, what’s changed, and why additional funds are necessary. Make it clear that this isn’t about overshooting but optimizing for success. 🪝𝗗𝗿𝗼𝗽 𝗮 𝗦𝗼𝗹𝗶𝗱 𝗛𝗼𝗼𝗸: Your ask should be compelling; it needs to stick. Clearly outline how the additional funds will be used and the expected impact. Show how this isn’t just spending but an investment in further success. 🥁𝗦𝘆𝗻𝗰 𝗬𝗼𝘂𝗿 𝗕𝗲𝗮𝘁𝘀: Align your request with some broader business objectives. Show your stakeholders how opening the purse again aligns with their strategic goals, making it a smart business move, not just a bailout. 🔁𝗘𝗻𝗰𝗼𝗿𝗲: Assure them of continuous updates and transparency on how the additional funds are driving project success. Like an encore performance, promise to keep the hits coming. 𝗔𝗻𝘆 𝘁𝗶𝗽𝘀 𝗼𝗻 𝗽𝗿𝗲𝗽𝗮𝗿𝗶𝗻𝗴 𝗳𝗼𝗿 𝘁𝗵𝗲𝘀𝗲 𝗰𝗿𝘂𝗰𝗶𝗮𝗹 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻𝘀? 𝗟𝗲𝘁 𝗺𝗲 𝗸𝗻𝗼𝘄 𝗶𝗻 𝘁𝗵𝗲 𝗰𝗼𝗺𝗺𝗲𝗻𝘁𝘀!

Day 10 of the Adviser 3.0 advent calendar, and today it's Tom Ham, CEO of Calton! 🎄 In this webinar, Tom provides a practical use case for custom indexing and explains why it isn’t simply an investment approach, but an experience that can enhance your value and deepen client relationships. 🚀 Watch the replay: https://lnkd.in/e53Vvgg7

Drata CMO Sydney Sloan is dropping some G2 facts! We ARE a real human-to-human platform where you can learn from your customers in real-time & get actionable feedback you need to make a lasting impact. 🤝 Stay tuned for more CMO Facts coming your way.

This online workshop will help you get your head around using your own numbers to make better business decisions about running your practice.