The Jacaranda FM News team is based in Gauteng – but covers local and international news of the day, providing the latest developments online and on-air. News bulletins run from 5am to 7pm weekdays, and from 7am to 6pm on weekends and public holidays. Tune into Jacaranda FM, or log on to www.jacarandafm.com, for the news you need to know.. now.
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Episode 372: Eric Mangold - Increasing Revenue: The CPA-Financial Advisor Alliance
Manage episode 426593602 series 2822795
Conteúdo fornecido por Tech 4 Accountants. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Tech 4 Accountants ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
In this episode, I got to sit down with Eric Mangold, the founder of Argosy Wealth Management. We discuss the challenges CPAs face and how financial advisors can work collaboratively with accountants to benefit clients. We also talk about increasing revenue, AI, growing client portfolios, decreasing tax liability, and how financial advisors do things that most people might not realize, such as supporting clients during tough times. This episode is filled with valuable information and insights from start to finish and is one you don't want to miss!
Guest Information:
Eric Mangold - CWS Founder, Financial Professional
LinkedIn: https://www.linkedin.com/in/helpingphysicians/
Website: https://www.emangold.com/team/eric-mangold
Email: emangold@sfr1.com
Contact Andrew Lassise (Host):
Email: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
--- Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support376 episódios
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Manage episode 426593602 series 2822795
Conteúdo fornecido por Tech 4 Accountants. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Tech 4 Accountants ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
In this episode, I got to sit down with Eric Mangold, the founder of Argosy Wealth Management. We discuss the challenges CPAs face and how financial advisors can work collaboratively with accountants to benefit clients. We also talk about increasing revenue, AI, growing client portfolios, decreasing tax liability, and how financial advisors do things that most people might not realize, such as supporting clients during tough times. This episode is filled with valuable information and insights from start to finish and is one you don't want to miss!
Guest Information:
Eric Mangold - CWS Founder, Financial Professional
LinkedIn: https://www.linkedin.com/in/helpingphysicians/
Website: https://www.emangold.com/team/eric-mangold
Email: emangold@sfr1.com
Contact Andrew Lassise (Host):
Email: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
--- Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support376 episódios
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Parecido com The Tech Talk for Accountants Show
The Jacaranda FM News team is based in Gauteng – but covers local and international news of the day, providing the latest developments online and on-air. News bulletins run from 5am to 7pm weekdays, and from 7am to 6pm on weekends and public holidays. Tune into Jacaranda FM, or log on to www.jacarandafm.com, for the news you need to know.. now.
…
continue reading
Our weekly podcast from Politics Home discussing all the ups and downs in Westminster. Please subscribe and share - and keep up with all the latest news on PoliticsHome.com. Got a question for the team? news@politicshome.com.
…
continue reading
Tech News Briefing is your guide to what people in tech are talking about. Every weekday, we’ll bring you breaking tech news and scoops from the pros at the Wall Street Journal, insight into new innovations and policy debates, tips from our personal tech team, and exclusive interviews with movers and shakers in the industry. Hosted by Zoe Thomas
…
continue reading
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
…
continue reading
Ever wondered how automation will change the world? Maybe you puzzle over what India could do to ease traffic congestion, or how China's aircraft carriers will transform Indian Ocean geopolitics? All Things Policy, a daily podcast brought to you by the Takshashila Institution, brings you all the answers. Every weekday, our researchers break down complex economic and geopolitical ideas through the lens of current events. For everyone from the busy executive to the curious student, All Things ...
…
continue reading
Technical interviews about software topics.
…
continue reading
Risky Business is a weekly information security podcast featuring news and in-depth interviews with industry luminaries. Launched in February 2007, Risky Business is a must-listen digest for information security pros. With a running time of approximately 50-60 minutes, Risky Business is pacy; a security podcast without the waffle.
…
continue reading
Tempers fly as the newsmakers of the week face-off in this award-winning show. Anchored by Sanket Upadhyay, this weekly program has politicians battlling wits with a live audience.
…
continue reading
The day's biggest news dissected by the day's newsmakers. Diverse opinions from across the political spectrum. The show that makes you decide, are you the Left, Right or the Centre?
…
continue reading
Windows Weekly is about more than Windows. Veteran Microsoft insiders Paul Thurrott and Richard Campbell join Leo for a deep dive into the most valuable company in the world. From consumer to enterprise, AI to Xbox, Windows Weekly is the only Microsoft podcast you'll ever need. Records live every Wednesday at 2:00pm Eastern / 11:00am Pacific / 18:00 UTC.
…
continue reading
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