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

The 1st Global team Ryan George Assistant Vice President of Marketing and Communications for 1st Global and David Knoch, CIMA® President for 1st Global Interview The Radical CPA Jody Padar and Maggie Beach. The team goes deep into the story of New Vision CPA and why CPA'S should be doing wealth management for their clints.

Show Description

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