Integrating Wealth Management With Accounting Services Earmark Podcast

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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/

80 episódios

#Careers #Higher Education #Business #Podcasting Education #Earmark CPE #Blake Oliver #CPA #Accounting #Continuing Professional Education #CPE