by Michael Roby | Jul 26, 2018 | Client Experience, Practice Management
Recently I heard Steven G. Siegel, JD, LLM speak at a broker-dealer conference. Siegel is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices, and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States. His topic: The 2017 Tax Reform & Tax […]
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by Michael Roby | Oct 13, 2017 | Client Experience
Next week I travel to New Orleans to speak to an audience of CEO’s in a Vistage Group facilitated by Joe Liss, CPA. Joe has been a good friend and mentor for many years. Back to this audience. These people own their companies. CEO’s expect performance. They want good ideas and hate wasting time. They […]
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