The Opus & Golds Group’s Post

🌟 We're thrilled to share some amazing feedback from our valued clients. 🌟 A huge thank you to Westcourt | Family Business Accountants for their kind words! We're committed to supporting you in achieving even greater success with your marketing goals. Here's to many more milestones together! Ross Forrester Craig Seddon 🚀 #ClientTestimonial #OutreSuccess #MarketingGoals

My friends its finally here!!! Our first LIVE EVENT held on September 20 - September 21, 2024, here in Tampa, Florida. 😍 Come join us and register by June 30th, 2024, to take advantage of our early bird pricing. After 2 decades of seeing the ups and downs of business, as a CPA and Tax Strategist, I have identified a formula, a proven framework that can lead you from the unknown to exponential success. 🙏 What are the benefits of your investment of time and money at this event: 💲 Meet your 5 Trusted Advisors 💲 Walk away with a trusted/proven framework to accelerate your business. 💲 Learn the secrets of the wealthy & grow your wealth. 💲 Learn ways to make more, keep more, play more, and give more 💲 Run your business with ease, integrity, and abundance. 💲 Implement Business and Tax Strategies to pay less taxes and grow your business. 💲 Know the steps to financial freedom. 💲 Be inspired by our renown Industry Titan Speakers. 💲 Be part of an ecosystem and community that supports your growth and leads you in times when "you don't know what you don't know". 💲 Convert your ticket price to digital dollars to apply to any of the participating advisors (this alone covers the ENTIRE cost of your investment) 👇 See comments below and register today with early bird pricing!!!

Introducing 'Hallway Pam', the unexpected hero in entrepreneurs’ financial journeys. Discover her story of mentorship and the pivotal hallway conversations in my latest blog. Read the full blog now: https://lnkd.in/eWVUyYMA

Do you worry about your next generation’s abilities to utilize your wealth as intended? Are you uncomfortable with discussing your wealth with them NOW? If so, join us for tomorrow’s event on the importance of communicating with the next generation about your wealth with me and my colleague, Tim Hamilton, CFP®, CIMA®! See you all then!

A few Friday thoughts... My conversation this week with the inestimable Hugh MacArthur kicked up a lot of compelling questions to chew on. Despite 18 months of steady interest rates, a steady macro environment and no recession to be seen, dealmaking is still down. (I may or may not have referred to this as "irrational conservatism" during our talk.) Consistent with pulse checks we've taken at other ILPA gatherings, LPs shared that—by and large—they're within comfortable distance of their allocation targets (although generally over allocated) and not yet overly concerned about this "distribution winter", for now. But, but, but...by this time next year the story will different for many, without any improvement in the exit environment. According to Hugh, fundraising won’t turn around until value in portfolios gets "unstuck," and it’s going to take partnership to get to a place of returned confidence. Two things he said really resonated here: Now’s the time for LPs to be asking managers, “What is your systematic approach for liquidating older assets in your portfolio in the right way, and how do you want to monitor and manage that together?” He also asserted that as an industry, we need to get “back to our roots” and figure out how to grow margins. Despite consistently underwriting deals to a margin expansion thesis, data shows 75% of deals aren’t getting any margin expansion on average. But there’s a delicate dance to do here, reconciling value creation with impact and industry reputation. We covered a lot of ground, but at the end of the day, Hugh says he’s optimistic that PE will innovate and adapt. I agree, and with that innovation comes the need for even greater communication—and partnership and alignment—to get back on the right path. ILPA Member LPs – check out the replay of this conversation linked in the comments. 

Do you have your elevator pitch ready? 😝 How many times are you asked by someone what you do? Often this happens when you're in the elevator. Sometimes it happens when you're in line at the cafe. Or when you're on an airplane. You have to be ready to have an answer. Not just any answer, but one that causes intrigue. If I were to say I'm a financial advisor, guess what? Conversation is over...."oh, that's nice". 😌 But if I were to say the following: "I specialize in helping attorneys, and other professionals protect their most valuable asset to insure that they don't out live their savings". Or if I said: "I have such a great career, and I'm having so much fun showing attorneys and other professionals how to create tax free income at retirement". These will normally generate a question and allow us to have a bit of a longer conversation. And that's what you want. Create curiosity and have them ask you another question. I would suggest you take some time this weekend and work on your answers. Have at least two or three. Memorize them. Write them on an index card and practice them while you're at a stop light. Record them in your phone and listen until you get them right. You'll see the difference you're going to make when you do. P.S. Show enthusiasm. Say who you work with. Tell them how or what you specifically do. Ready to have your discovery meeting? Click book an appointment above and let's get on the calendar. --------------------------------------------------------------------------------- Most advisors start with a product to sell. We start with a person to serve. 💞 I'm a personal CFO of successful entrepreneurial attorneys and business owners. Your gonna love the way we work. We just know it. #franklyspeaking #financialplanning #protection #wealthbuilding #MPG #attorneys #lawfirmsuccess #insureyourlove

Financial planning is in my DNA. I was inspired by my Dad's commitment to educating himself to improve our family's situation and today I help my clients achieve their goals and take care of their families with a repeatable process and a logical approach @AdviceOne. #financialplanning #retirementplanning #meettheadvisor

Why is the CPA market buzzing with excitement from PE firms? Because almost every CPA firm is stuck in the same cycle. They rely on word-of-mouth introductions and referrals to get new clients. Sure, these leads convert easily, but it's not a scalable or repeatable way to grow. If you've solved your capacity issues (check my previous posts), then the next step is clear. You need a system to sell that capacity. Here's a quick reality check: How would you find your next 100 clients in the next 8 weeks? If you don't have an answer, you're just like your competitors. And you're missing out on millions in revenue, firm valuation, and wealth for you, your partners, and your families. Next week, I'll share specific methods to tackle this. But for now, reflect on your current strategy. If word-of-mouth is your only method, it's time to rethink. Stay tuned for the solutions. What's your plan for finding those next 100 clients?

In what way can you get yours instead of revenge?

Ed Slott, CPA, founder of Ed Slott and Company, recently spoke with Morningstar's Christine Benz for a Q+A, highlighting why he believes #Roth conversions are especially attractive before 2026. Read the interview here to learn why: https://bit.ly/3tpuWl6