SmartVault Corporation’s Post

Meet Shayan Rashid, a Partner - Chartered Professional Accountant at SRJ Chartered Accountants Professional 🤝 Shayan shares how strategic mindset shifts and selective client engagement fueled his practice's success, allowing him the freedom to pursue passions beyond the office. Watch this video to discover how the WizeGrowth program has helped him scale their firm and achieve personal fulfillment: https://buff.ly/3SONzrs

The legacy practices holding you back ... Holding you back from turning the practice you have into the practice you want (deserve). 1/ Being a generalist 2/ Pricing the service 3/ 1:1 client service (only) 4/ Being known for only offering valuation services What others can you think of (or admit to)? ==================== Hi, I'm Rod! I work with BVFLS professionals who want to transform their practices. And I write about subjects like this in my semi-monthly newsletter.  If liked this post, consider subscribing to Practice Builder CORNER. → Join your colleagues here: https://buff.ly/3Fnktsx ====================

It was great to see you at my Encore Power Session yesterday: Mastering Closing Meetings for Superior Audit Results (Without the Burnout)! If you implement the strategies, techniques, and insights I shared, you'll have a smoother closing meeting, get agreement more easily, and ultimately, take the stress and inefficiency out of the process! After all, why not get the best results you can, with the resources you have, saving effort, time, and money as a result? 👀 Sneak peak: My new training program rolls out in February 2024, and I've got a special offer for you that ends TODAY at midnight ET. Seats are already filling, so check it out and see if it's right for you, or send one of your team members. Get ready to Amplify Your Audit Results! #ClosingMeetings #Encore #PowerSession #AuditReportWriting #CommunicatingForResults #ImpactInfluenceInspire #NextLevelAuditing #InternalAudit

Check out this great review I received on Adviser Ratings! Thank you so much Sara Newberry, I do remember that day very well, anyway those days are well gone, and we are well and truly back on track. #energyfinancial #FinancialAdvice #adviserratings #advicematters #reviews

𝐓𝐡𝐞 𝐂𝐨𝐮𝐧𝐭𝐝𝐨𝐰𝐧 𝐁𝐞𝐠𝐢𝐧𝐬: 𝐌𝐞𝐞𝐭 𝐓𝐎𝐀 𝐆𝐥𝐨𝐛𝐚𝐥 𝐚𝐭 𝐭𝐡𝐞 SMSF Association 𝐂𝐨𝐧𝐟𝐞𝐫𝐞𝐧𝐜𝐞! ⏳ Swing by Booth 49 to meet Genevieve and Lauren from our TOA Global Team. We're excited to discuss how we can help accelerate your firm with highly skilled accounting talent. 𝐂𝐡𝐞𝐜𝐤 𝐭𝐡𝐞 𝐜𝐨𝐦𝐦𝐞𝐧𝐭 𝐬𝐞𝐜𝐭𝐢𝐨𝐧 𝐭𝐨 𝐛𝐨𝐨𝐤 𝐚 𝐦𝐞𝐞𝐭𝐢𝐧𝐠 𝐰𝐢𝐭𝐡 𝐭𝐡𝐞 𝐭𝐞𝐚𝐦 ⬇️ See you there!

"The client meetings are a gamechanger! I don't know of any other platform where you can sit in on client meetings, navigate different FinTech software, meet a multitude of experts, and earn CFP® credit. This is opportunity is too good to pass up!" - Jessica Walker, Extern Alum 2023 One of the biggest educational gaps we were seeing in the financial planning profession was the lack of real client experience. New planners didn't know how to start their first meeting or what to do if a client threw a mid-meeting curveball . During The Externship, Externs watch real-life client meetings. It's one of the best parts of The Externship and provides some of the most valuable experiences for our Externs. To learn more, comment EXTERNSHIP!

We should fear the events that destroy our priorities and drain productivity. Meetings and phone calls and emails, oh my! From a practice management standpoint, let’s look at why these communication methods are so destructive. (From CPA Trendlines)

Sharath, a Chartered Accountant, shares his firsthand experience with our pitch deck services, highlighting the positive impact we've had on businesses he's familiar with. It's always inspiring to hear how our services make a difference. #kickofz . . . . . . #KickofzSuccessStories #ClientTestimonials #HappyClients #KickofzReviews #CustomerFeedback #KickofzExperience #ClientSatisfaction #KickofzTestimonials #RealReviews #ClientLove #investorpitchdeck #businessplan #pitchdeckslides #businessplan #operationmanagers #marketingmanager #ceo #financialadvisers

Do you feel like you're always running late, hunting for missing files, and chasing deadlines? 😓 Believe it or not, some accountants don't even break a sweat over their workload. 🫣 Yep, they've even cut out thousands of unbillable hours each year. ⏱️ Join our CPD accredited webinar tomorrow at 11:00 am to learn the time-saving secrets of successful accountants. 💪 Register now 👇 https://hubs.li/Q025BnqH0

Enhance your presentation skills and conquer any fear of public speaking with valuable insights from public speaking experts. 🎤😨 Accountants and finance professionals, here's how to shine when the spotlight is on you 👉 https://bit.ly/4aMe3kw