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
https://earmarkcpe.com
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/
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