Financially-Fit Business Community Forum - Recent Topics

The Perfect Client for Your Financial Advisory Services

Financially Fit — Sun, 07 Sep 2025 20:37:34 +0000

The question often comes up, “Who are good candidates for financial advisory services?”

Let’s start with clients who are NOT good candidates for financial advisory services:

Business owners who operate their business from their checkbooks.
Business owners who NEVER ask you questions
Business owners who don’t care and never look at what you send them

In my experience, these clients are the best candidates:

Businesses who want to grow profitably.
Businesses who want to grow wealth.
Rapidly growing businesses.
Businesses whose long term goal is to sell the business.

There is a difference between rapidly growing businesses and businesses who want to grow profitably and build wealth. Of course, all businesses want to do these three things. Many want to grow slowly. Others are growing 20%, 50%, or more a year.

Finally, do they indicate they are looking for help?

Sometimes they ask you. The question could be, “I’m not making any money. What should I do?” This is the perfect question to lead them into your financial advisory services.

How to talk with your clients about financial advisory services

Financially Fit — Sun, 07 Sep 2025 20:35:24 +0000

Many accountants, bookkeepers, and other financial professionals want to do more than just send their clients a monthly profit and loss statement and balance sheet. If you want a document explaining how to talk with your clients about financial advisory services:

https://keap.page/rk139/how-to-talk-about-financial-analysis.html

Best Advisory Software

Financially Fit — Tue, 02 Sep 2025 14:25:18 +0000

In addition to Financially Fit Business, what have you found to be the best software for advisory services?

On-line class: Eliminate Billable Hours in Five Easy Steps with Financial Advisory Services

Financially Fit — Tue, 02 Sep 2025 14:22:39 +0000

Click here for more information about this on-line class.

Scaling New Heights

Financially Fit — Tue, 02 Sep 2025 14:20:19 +0000

June 14-17, 2026 Orlando, FL Click here for more information about this event.

Women Who Count

Financially Fit — Tue, 02 Sep 2025 14:14:28 +0000

October 21-25, 2025 Mesa, Arizona Click here for more information about this event.

Form Rules & Guidelines

Financially Fit Moderator — Fri, 22 Aug 2025 16:32:56 +0000

General Guidelines

1. Be Respectful and Professional
Treat others as you’d like to be treated. Disrespectful, aggressive, or
inflammatory posts will not be tolerated.
2. Stay On Topic
Post in the appropriate forum category and keep replies relevant to the
discussion. Off-topic comments may be removed.
3. No Self-Promotion or Spam
This is a space for learning and connection—not advertising. Do not post links to
your business, products, or services unless specifically invited or allowed within a
thread.
4. Protect Member Privacy
Do not share personal information—yours or others. This includes email
addresses, phone numbers, and private messages.
5. No Harassment or Bullying
Harassment, hate speech, or any form of intimidation is grounds for immediate
removal.
6. Use Clear, Constructive Language
Whether you're giving feedback or asking for help, please be clear and
considerate in your communication.

Posting &Moderation

1. Creating Posts
Start discussions with thoughtful questions, insights, or relevant experiences.
Avoid low-effort posts.
2. No File or Image Uploads
For security purposes, uploads are not allowed at this time. Please share links or
references instead.
3. Flag Inappropriate Content
Help us maintain a professional space. If you see something that violates these
rules, report it to a moderator.

Immediate Grounds for Removal

1. Posting promotional content or spam
2. Harassing or threatening other members
3. Sharing inappropriate or offensive material
4. Posting irrelevant or off-topic replies (especially repeatedly)

Final Note

This forum is an extension of the Financially Fit Business mission to give business
owners the tools and processes to get and stay profitable, build wealth, and significantly
impact their lives and the lives of their employees. By participating here, you agree to
uphold the standards that support a valuable and respectful community. Violators will be
removed—period.
Let’s keep this space helpful, positive, and focused on success.