Fogelman, Maksymiw: Raise Rates, Lead with Vulnerability, and Harness AI | Holistic Guide to Wealth Management

CPA Trendlines Podcasts

Content provided by CPA Trendlines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CPA Trendlines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

4d ago 35:29

MP3•Episode home

Firms that prioritize outcomes over hours are better positioned to innovate, retain clients, and empower teams.

By Rory Henry CFP®, BFA™
For CPA Trendlines

On the latest episode of The Holistic Guide to Wealth Management, Loren Fogelman, founder of Business Success Solutions, and Mike Maksymiw, CPA, Executive Director of Aprio Firm Alliance, share strategies for firm growth, profitability, and sustainability. Their discussion covers value-based pricing, client relationships, team culture, leadership authenticity, and the role of technology in shaping the accounting profession’s future.

MORE Rory Henry and The Holistic Guide to Wealth Management
BUY the Holistic Guide to Wealth Management

Fogelman argues that firms often avoid raising rates out of fear of alienating long-time clients, but that reluctance undervalues their services. She stresses that a structured approach to rate increases allows firms to retain most clients while improving profitability.
The first step, she explains, is identifying which clients are profitable and which ones drain resources. By focusing on “what’s behind the money,” firms can better understand client goals and position themselves as consultants rather than technicians.

473 episodes

#Business News #News #CPA Trendlines #Finance #CPA #Accounting #Enrollment #Agent