Cathy Iconis

Now is the time of year where we need to put our heads down and work. The earlier we start, the less stress we will have later on. Check out this episode as I walk you through several tips to help you get through our busy season – Year-End. 

I cover the different areas that we need to be concerned about when reviewing a client’s cash flow. Plus there are tons of tips on helping you and your clients manage cash flow for their business.

In this episode, I do a deep dive into what the first advisory style meeting can look like. What should you be doing? What questions do you ask? Do you give advice right there on the spot? 

We are letting our clients dictate the work versus telling clients how the work will be performed. Let me introduce you to the concept of client blocking. By blocking your time out by client, you could create more boundaries with your client and allow you to be more efficient in your practice.

Simply put – your capacity is the max your firm can produce with your current resources. But, how do you calculate your capacity? Listen to this episode for the tips.

Simple communication could be the key to keeping your clients longer. Learn what I’ve discovered about communication and clients over my years in practice.

Join me behind the curtain for this raw episode of my own experience of pivoting my business. I was pivoting a huge part of my business. It was a scary time. I was unsure of everything. So, I picked up the microphone to share the reality with you.