Integrating Wealth Management with Accounting Services

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

Download the Earmark CPE App
 
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

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/