Bob Veres Media Reviews: Understanding the Rule of 40
Professional Insights
AICPA logo
Cart
searchSearch
search
burger
AICPA logo
  • Home
Abstract prisms
Professional Insights

Bob Veres Media Reviews: Understanding the Rule of 40

4 months ago · 10 min read

SECTION

EXCLUSIVE

Resource

available

MEDIA REVIEWS - September 16-23, 2022

I find myself going back to the Steve Sanduski column about the ‘Rule of 40%,’ which advises advisors who want to maximize the value of their business to emphasize growth over profits, but maintain a consistent sum of the two. Nothing I’ve ever heard before from any practice management consultants, but it sounds plausible. Another article worth reading in this month’s issue of Financial Advisor is FMG’s Susan Theder’s advice on how to write

Download the Bob Veres Media Reviews: Understanding the Rule of 40

File name: mediareviews92322.pdf

Reserved for PFP Section members

Already a PFP Section member?

Log in with your AICPA account
 
Forgotten email
Forgotten password

Not a PFP Section member?

Discover the benefits of AICPA membership and Personal Financial Planning Section membership. To gain access to exclusive content, your first step is to join the AICPA.

Related content