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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 […]

July 28th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

“David,” my client asked, “How do we increase of volume? We’ve been struggling ever since we lost that one big account.”   This is such a common situation for a professional services firm to deal with – a painful need to quickly grow revenues. Considering that for most professional services firm, whether they be a […]

July 21st, 2017 posted by David Finkel (Taxloopholes.com Advisor)

Do you have an open position that you just can’t seem to fill? Over the 30 days this has turned out to be a real hot spot for our business coaching clients – recruiting more effectively to find the right people for you your open seats on the bus. In fact, I was talking with […]

June 29th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

Brian grew up in business. His dad, Ronnie, started the manufacturing firm, his mom, Marge, ran much of the administrative and financial aspects of the company, and family life revolved around the company. Brian studied engineering and earned his degree. After college he came back home and went to work for the family business, quickly […]

June 22nd, 2017 posted by David Finkel (Taxloopholes.com Advisor)

In a few weeks I’m going to be speaking at a one-day conference on scaling a medical practice in Tampa. As I was preparing for this event I started writing out my best suggestions to help a medical business refine and strengthen its core systems. What I realized was this methodology would apply to any […]

June 15th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

On a recent web enabled round table with 12 of my top business coaching clients we dived deep into the subject of developing your key staff members. What became clear that a big part of our job on our respective companies’ payroll was to develop our respective teams to grow as producers, team members, and […]

June 8th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

You know you need help to get even a fraction of your to do list done, but unless you have deep experience on how to best leverage the admin help you have in the office, often it feels like more work to get someone else to take things off your to do list. You say, […]

May 25th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

When you give lots of keynotes or public talks to business owner and entrepreneurial groups like I do you get hit with the same questions over and over. One of the most common questions I get is, “How do I increase my profitability?” It’s a great question. Here in one list are 30 simple strategies […]

May 19th, 2017 posted by David Finkel (Taxloopholes.com Advisor)

One your key jobs as a leader in your company is to help your team, especially your direct reports, feel the progress they are making. All too often business leaders focus on all that’s left to be done, glossing over the very real victories and successes that their team has accomplished. This kills their team’s […]

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