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August 17th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

I was talking with Tony about his benefits consulting company when he shared his biggest struggle. (Disclosure: Tony was a former business coaching client for three years.) “David, how do I get my sales people to spend more time in the field actually selling?” I understood Tony’s frustration. He knew that the success of his […]

August 9th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

You’ve likely had this experience. You just closed the deal. You and your team are sharing hi-fives around the office. You’re mentally counting your profit on the deal and the thrill of the new customer you’ve brought on… then you get that email canceling the deal. What happened? You likely missed a key step in […]

August 3rd, 2017 posted by David Finkel (Taxloopholes.com Advisor)

I was giving a keynote address to a group of medical practice business owners when one of the people in the room came up to me after and shared about his cash flow challenges. His practice was generating just shy of $3 million dollars a year in revenue, but he felt anxious because he never […]