Live From AICPA Engauge 2018

June 12, 2018

[Download MP3s: Broadcast Kickoff: CPA'S and Tax Advice Survey Technology's Role in Financial Planning Retirement Planning and Retirement Research Trends in the Accounting Industry and the Future of Professional Services Building a Successful Tax and Financial Planning Business Importance of the EDGE track and Next Generation CPA Leads Exploring a World of Possibilities and Inspiring others Accounting Industry trends: Best of the Best Research Takeaways Leading a Successful Wealth Management Enterprise Live Interview with David Mehlhorn, Director of sales at Redtail Technologies A Holistic Approach to wealth Management Marketing in the Financial Services Industry Live Interview with Mark Koziel from the AICPA Leading the Firm and the Industry into the Future Building a Successful Wealth Management Team The Radical Wealth Management Journey Content Marketing, Niche Strategies Takeaways from the Day at AICPA Engage Jody padar and Ed Kless LIVE Industry insights with Jody Padar and Susan Tillery from Paraklete Financial Inc.] [itunes] [Bookmark Episode]

Episode Description

Radical CPA Jody Padar goes Live with Celeste (Hernandez) Revelli, CFP® Director of Financial Planning at eMoney Advisor and Craig Johnson, CFP®, CLU Director of Strategic Partnerships for 1st Global. Tune in as they discuss eMoney Advisor and 1st Global's partnership and how technology is driving new paths for financial advisers.

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Ron Baker and Ed Kless

Ronald J. Baker started his career in 1984 with KPMG’s Private Business Advisory Services in San Francisco. Today, he is the founder of VeraSage Institute, the leading think tank dedicated to improving the professions for posterity. As a frequent speaker, writer, and educator, his work takes him around the world. He has been an instructor with the California CPA Education Foundation since 1995. He is the author of the best-selling marketing book ever written specifically for the professions, his latest book published in December 2010, “Implementing Value Pricing: A Radical Business Model for Professional Firms.” Ron has toured the world, spreading his value-pricing message to over 110,000 professionals. He has been appointed to the American Institute of Certified Public Accountants’ Group of One Hundred, a think tank of leaders to address the future of the profession. He was named as one of Accounting Today’s Top 100 Most Influential People in the profession eight times, and selected as one of LinkedIn’s 150 Influencers. He graduated in 1984, from San Francisco State University, with a Bachelor of Science in Accounting and a minor in Economics. He is a graduate of Disney University and Cato University, and is a faculty member of the Professional Pricing Society. He presently resides in Petaluma, California. Ed Kless joined Sage in July of 2003 and is currently the senior director of partner development and strategy. He develops and delivers curriculum for Sage business partners on the art and practice of small business consulting including the Sage Consulting Academy, Business Strategy and Customer Experience Workshops. He also serves as the liaison to the Sage Leadership Association. Prior to joining Sage, Ed worked with Tipping Point Advisors, an organization dedicated to the growth and development of software implementation partners. In 1996, he co-founded Third Wave Business Systems, a Microsoft Dynamics GP partner View Guest page

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