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Many Americans Are Struggling with Credit Card Bills and Auto Loans — Here's what you can do
In recent months, we’ve seen inflation slow down, which might make you think that the financial pressures on American households have...
David Peters
Oct 8, 20243 min read
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Value-Based Pricing: The Answer to All Our Problems?
The accounting profession is slow to change. We like our routines. If something isn’t broken, we don’t feel a need to fix it. While this...
David Peters
Jan 8, 20245 min read
20 views
1 comment
Leverage Holiday Togetherness to Discuss Family Finances
Conversations about retirement, life insurance and 529 plans may not be as exciting as tales of Christmas specters and mutant reindeer,...
David Peters
Dec 4, 20235 min read
21 views
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Making Higher Value Clients a Priority: A Client Scoring Framework for Financial Services Profession
If we all agree that high value clients are best, then what makes a high value client?
David Peters
Dec 25, 20226 min read
47 views
0 comments
Retaining Talent Through Leadership Change: Key Strategies for Employee Retention
When leadership changes, is there any way to prevent employees from polishing up their resumes?
David Peters
Nov 12, 20225 min read
51 views
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David Peters
Jan 3, 20220 min read
10 views
0 comments
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