Chip Munn

@wifemomcpa100 Do you do coaching/consulting for other accounting firms?

I’m starting to wonder if I might’ve been better off not knowing what everyone thought about everything. 🧐

@MegBartelt @MegBartelt while you didn’t ask about gifting, I’d check out Giftology if you haven’t (if you want to “get better at it.” I definitely agree with the external DSLR and lighting; I’ve also seen people with “waiting room” videos for Zoom that were cool

@MegBartelt The fourth piece in my experience is for the business to not be dependent on you personally, otherwise the EBOC or EBITDA has to be adjusted to replace you.

@MegBartelt I think the key is understanding those and keeping them in mind while still building something you enjoy, especially the younger you are (unless you’re JUST building to sell, which I know isn’t you.)

@JStaatsCPA Any suggestions on how to (or if it’s possible) to monetize non-ideal relationships if you don’t want to sell an entire practice? Is that even a thing?

@rchusker Congratulations and thank you for your example!

Today, I celebrate a new chapter for Carson Group. It makes me emotional, thinking of how far we've come. Forty one years ago, I sat in my dorm room cold-calling prospects to sell insurance. I blinked, and now here we are decades later, a leading provider of financial advice to more than 50,000 families nationwide. I'm proud to announce the news that @_BurtWhite will be Carson's new CEO, as I step into the role of Founder and Chairman. Burt is a brilliant business mind, servant leader, and the best fit for what Carson needs at this stage in our growth. I couldn't be more confident in his ability to further our shared mission to be the most trusted for financial advice. I’m not going anywhere and will continue to focus on the "next, next and beyond" for Carson as majority owner, while Burt and our talented leadership team remain committed to owning the "now next". Watch to hear more from me about our best days being ahead of us. #Ronsense

Great to see @jus10castelli on the shelf in SC

@jus10castelli Highly recommend Strength to Strength, if you haven’t read it already

“Life really does begin at forty. Up until then, you are just doing reseach” - Carl Jung I’ve come to understand that the “midlife crisis” is really just a midlife awakening—for some the awakening is more of a crisis as they find their identity and authentic self. Thankfully, mine was less crisis and more actualization—an exciting process. Financial advisors may find themselves with a double dose of awakening—a personal awakening and a professional awakening—with the possibility of the business not be aligned with the individual anymore. And that is where LifeDesign+ (FA version) come in. Life planning combined with business planning to align your authentic Self with your authentic practice. Won’t be for every advisor—but it’ll be special and exciting for those it is.

@moneyover55 Agreed! Would love to hear more about your plan…

💯 This is why we’ve created an internal succession plan with me selling small % of the biz to employee partners over 20 years. I will do everything I can to make sure our clients and employees are served well and I don’t believe outside owners accomplish that as well.

The GREATEST moment in cfb to most of us… Watson ➡️ Renfrow

@jus10castelli @SamanthaTwenty Got mine too ❤️

Santa came on Christmas Eve Eve. we’ve been waiting on this for months and I can’t wait to give these away!! cc: @SamanthaTwenty

@SleepMoneyMaker @morganhousel @arthurbrooks @Oprah @PeterAttiaMD Loved them both - great choices!

I can't stress enough the incredible value of ‘Same as Ever’ by @morganhousel Every word justifies its place in the book - it's in my top 3 for 2023

From ⁦@MoochWorld⁩ it says it all. . .

Only freshman who played varsity this year and started every game! Already getting a ton of P5 attention. Also plays baseball & basketball! #RecruitTCS

Gutsy competitor… and an EIGHTH GRADER who started on varsity! The future is bright ⭐️

hudl.com/v/2MSa3W Freshman full season highlight tape

Athletics, rangy DB with a plethora of offers already! #RecruitTCS