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Join your host, Laurence Whittam, on a groundbreaking podcast journey tailored for the modern accounting professional. ”Business Beyond Borders” delves deep into the world of accounting, offering a fresh perspective that transcends traditional boundaries. Each episode is a treasure trove of knowledge, focusing on trends, strategies, and the transformative power of staffing, outsourcing, and offshoring. Why This Podcast? - Explore Beyond Borders: Uncover the potential of global staffing solutions and how they can revolutionize your firm. - Gain Key Insights: From the latest trends to timeless strategies, get the wisdom you need to excel. - Conquer the CPA Game: Learn from the successes (and challenges) of industry leaders, and apply these lessons to your practice. Dive Into: - Trending Topics: Stay ahead with discussions on the most recent developments in the CPA world. - Strategic Focus: Master staffing challenges with proven strategies for outsourcing and offshoring. - Expert Chats: Hear from top professionals about best practices and innovative approaches. - Practical Tips: Implement actionable advice to enhance your firm’s performance.
Episodes
Thursday Mar 14, 2024
Thursday Mar 14, 2024
Join us as guest Rory Henry discusses the imperative integration of wealth management into accounting firms. Discover the revenue potential, partnership structures, and client-centric strategies vital for navigating this transformative landscape. In this episode, you will be able to:
- Understand the importance of integrating wealth management services into accounting firms to future-proof their businesses.
- Learn about the various options available for accounting firms to enter the wealth management space, including partnership structures and licensing requirements.
- Gain insights into the potential revenue streams and economic benefits associated with offering wealth management services to clients.
- Discover how accounting firms can leverage wealth management offerings to enhance client relationships, increase client retention, and attract new talent.
- Explore the key considerations and steps involved in transitioning from traditional accounting services to a more holistic financial advisory model.
Get in touch with Rory Henry at www.advisror.com or visit Arrowroot Family Office on LinkedIn!
Podbean: https://businessbeyondborders.podbean...
Spotify: https://open.spotify.com/show/1LYaCQZ...
Apple Podcast: https://podcasts.apple.com/ph/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474
Youtube: www.youtube.com/@businessbeyondborders-laurence
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