The most important F word in Financial Planning. When I say financial planning, what pops into your head? Boring? Scary? Intimidating? Tedious? Overwhelming? Or maybe even How do I not get ripped off? What about Fun?

Continuing our journey into The Dynamics of Money, this podcast explores the head center, Types 6,7 and 5. If you are a head type, have a boss, spouse or good friend that is a head type, this pod will help you understand more about the habitual ways of thinking, feeling and behaving with money that are naturally present for types 6,7, and 5.

Continuing our journey into The Dynamics of Money, this podcast explores the heart center, Types 3, 2 and 4. If you are a heart type, have a boss, spouse or good friend that is a heart type, this pod will help you understand more about the habitual ways of thinking, feeling and behaving with money that are naturally present for types 3, 2 and 4.

Continuing our journey into The Dynamics of Money, this podcast explores the body center, Types 9,8 and 1. If you are a body type, have a boss, spouse or good friend that is a body type, this pod will help you understand more about their habits of thinking, feeling and behaving with money.

Change is a universal constant. You want to be equipped to embrace it so that you can best serve your clients as the geopolitical and economic landscapes evolve. In this podcast, Mackey McNeill, CPA/PFS interviews futurist, David Houle to get his perspective...

Being in the people business of personal financial planning often requires shifting from an expert with all the answers to a coach who ask questions and listens. In this episode of the PFP Section podcast, Mackey McNeill, CPA/PFS, gives you the framework she uses for her first meeting with her retirement clients...

When Mackey began her business, she approached financial planning from a technical and data driven perspective. She quickly found that clients often didn’t take steps to implement the recommended plan. In part 1 of the new approach to retirement planning series...

What if everything I consider “negative” is the seed of a gift? What if the universe is wise? What if moments I might initially rebel against are actually moments given to me by a benevolent universe to help me become a better human. One with more patience, persistence, humility, love, or wisdom?

Changing the world with 4 simple tools: Vision, Honesty, Planning, and PassionMy life and my Mother’s life are just one generation apart, yet they were starkly different. When my Mother married, she dropped out of the workforce. It was what women

Where are you limited? Your mind. It can be the gas in your engine of success, or it can be the brakes, stopping or slowing your progress. Your limiting beliefs show up in conversation. They show up in your mind chatter.

It is impossible to build wealth without paying tax. Taxes are on sale, so buy now. Focus your time and energy on making your business as profitable as possible. Then engage a CPA who looks at your tax expense through a wealth creation lens and enjoy watching your wealth grow.

It’s a scary time. The novel coronavirus.  The government ordered shut down of schools and businesses. Massive unemployment. Social unrest. Remote everything. Change is in the air. It’s not the kind of change that is happening to someone else, it is personal, shifting your daily life in numerous ways.Change creates uncertainty. It can feel like the ground beneath your feet is moving. Where to you go to find certainty? Stability? Peace?Inside.

In this series we are exploring three R’s to post coronavirus recovery:1. recovering revenue2. reimagining structures3. rethinking peopleWe looked at six ways to recover revenue and now we turn our attention to reimagining structures. Structur

How have you always thought about your company’s financial strength? As a function of ongoing cash flow? As cash in the bank? As your available line of credit? As your debt to equity ratio? As intimately inter

I am a huge fan of goals. I believe, to reach its’ potential, every small business needs a detailed annual plan. A plan is similar to a budget, but different two very important ways. A plan is all about goals and it has built in accountability.

The ideal of a solo warrior going into battle to beat the competition is past. Now is the time for partnering and collaboration. Partner promotions have existed forever. But social media has turbo changed them.

It is tempting to bow to the mind chatter that fills my head as soon as I awake. To make my first task, my to do list.  But I did not go into business to be a slave to it. I started my business to serve my passion for helping business owners, while at the same time giving myself the gift of creating the life of my dreams.  Dreams of joy and morning strolls.

What is your value meal? Because of the COVID virus and its related economic impacts, change has become the norm, not the exception. As a result, the ground is fertile for experimentation. One easy strategy to test out new ideas that will grow your

“The best time to plant a tree is 20 years ago. The next best time is right now.” Resilience is the ability of a substance or object to return to its original shape after being bent, stretched, or pressed. Revenue resilience is the ability of your revenue stream to recover after an unexpected economic event. Resilience gives you the capacity to survive unexpected events, so you can thrive when the recovery comes.

Friction is anything that makes it harder for someone to buy from you. As you recover revenue, how can you reduce friction in your sales, marketing and production processes? Think Amazon one click. Find what you want, one click and it arrives at your door. How can you embrace technology to make it easier than ever for clients and customers to buy what they need, from you?Examples of simple new technology tools that reduce friction are proposal software that gives instant and consistent feedback, calendar software making appointments easier to set up, auto billing software, content sharing and management tools, sales engagement, and of course, communication and conferencing software.Begin looking for places to reduce friction by mapping your process from marketing to sales, to production. Determine the current cost and time in each bucket. What is your 80/20 here? What 20% of your marketing, sales and production process is dragging 80% of your cost and increasing time and friction? Begin here as these are your most significant drags on profits. Gather a cross functional team and begin to deploy new ideas and technology. Keep asking, what makes it easier and faster for clients and customers to work with us?Right now, change is easier. With social distancing and business closures, everyone’s life has been impacted in some way. Change is no longer slow, it is fast, and constant. Your clients and customers are expecting change. And they are more willing to forgive you if things don’t go well the first time out of the box with a new change.For retailers, most bars, restaurants and entertainment venues, the journey from a customer’s home to your location is friction. If this is you, health and safety may be your biggest challenge in reducing friction. Over communicate and make your safety process front and center to the client experience.Spend a few minutes right now to capture your first thoughts on areas of friction in your process. Who are the best team members to gather for your cross functional team? Make notes now while things are on your mind. Set a time line for getting started.Join us next for a look at Resilient Revenue.Mackey