Integrating Wealth Management With Accounting Services Earmark Podcast

Treść dostarczona przez Earmark LLC, Blake Oliver, and CPA. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Earmark LLC, Blake Oliver, and CPA lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.

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Integrating Wealth Management with Accounting Services

4d ago 1:03:12

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Join Blake Oliver as he interviews Kyle Walters, CPA firm partner and wealth manager at Atlas Wealth Advisors. Despite not being a CPA himself, Kyle brings a fresh perspective to the accounting world. We'll explore:

- The benefits of integrating wealth management and accounting services
- How non-traditional backgrounds can lead to innovative approaches
- Candid insights into client feedback that CPAs rarely hear
- Strategies for delivering the integrated advice clients truly want

(Originally recorded on August 1, 2024, on Earmark Webinars+)

Sponsor
MakersHub - https://earmarkcpe.promo/makershub

Chapters

(01:05) - Kyle's Journey into Wealth Management and CPA Integration
(02:46) - Building a CPA Firm from Scratch
(05:05) - Client-Centric Approach and the Red Chair Concept
(06:28) - Differences Between Wealth Management and Traditional CPA Firms
(10:15) - Challenges and Benefits of Integrated Services
(15:11) - Improving Client Relationships and Communication
(30:16) - Scheduling Work to Improve Efficiency
(35:48) - Client Communication Challenges & Strategies
(38:21) - Logistical Issues and Solutions
(41:28) - The Role of CPAs and Financial Advisors
(47:40) - Integrated Financial Advice
(50:49) - Client Engagement and Meeting Schedules
(53:46) - The Future of Accounting and Financial Advice
(55:41) - Getting Started in Wealth Management
(01:00:33) - The Impact of AI on Tax Preparation
(01:01:45) - Conclusion and Upcoming Events

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Connect with Our Guest, Kyle Walters
LinkedIn: https://www.linkedin.com/in/kyledwalters

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

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