2017 Client Advisory Board Underway!

Posted on May 11, 2017

As you probably well know, Richmond Brothers lives by a set of ten core values and one of those is Pursuing Growth & Continuous Education. In line with that core value (among others), we have been utilizing the great minds of a small, representative group of clients throughout the years since 2011 to help push us to grow and change as a firm as needed to best serve the needs of our extended family. This year is no different and in 2017 we are happy to announce that our Client Advisory Board is well underway. If you haven't familiarized yourself...

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Congratulations, Earth’s Own Bath & Body! The Story of a Mother’s Love…

Posted on May 5, 2017

"A mother's love for her child is like nothing else in the world. It knows no law, no pity, it dares all things and crushes down remorselessly all that stands in its path." -Agatha Christie    With Mother's Day just around the corner, this couldn't be a more perfect time to share such an inspiring story and wonderful news for the Jackson community! You're probably wondering what a bath and body company has to do with this... It all starts off with a story of a wonderful little girl who was severely injured during...

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Matt - Jackson’s New YMCA Board President!

Posted on May 3, 2017

Congratulations to our President & Co-Owner, Matt, on his recent nomination as the Jackson YMCA Board President! For those of you who aren't familiar, the Jackson YMCA is a nonprofit organization that provides programs for the entire family including swim lessons, youth sports, day camps and after school programs for children and group fitness classes like yoga, cardio kickboxing, Piloxing, aqua fitness and indoor group cycling for adults. The YMCA's mission is to put Christian principles into practice through programs that build healthy Spirit, Mind, and Body for ALL. 

Matt has actually been a...

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Matt’s Minutes: K-1s, Riskalyze & More (April 2017)

Posted on April 27, 2017

Matt discusses what you need to do if you receive a Schedule K-1 form, a new software Richmond Brothers is utilizing with clients called Riskalyze and more in this short Matt's Minutes clip. Access the Closed Captions here.

Links discussed: K-1 article Learn more about Riskalyze here.

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Introducing Your New Performance Report

Posted on April 26, 2017

Data overload - it is everywhere! Take e-mails, for example. According to Radicati’s Email Statistics Report, 2015-2019, 205 BILLION emails were sent and received each day in 2015. This number is predicted to increase by 3% annually through 2019, ultimately reaching over 246 billion email exchanges daily! And Richmond Brothers has come to the realization that in an effort to keep full lines of communication open with our clients, we have been giving out so much data that we might be partly to blame for some of the data overload that clients are feeling. Sure, there are a small percentage of clients...

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