Thinking About Wealth Management? Start Here.

In this episode of The Independent CPA Firm Podcast, host Dave Kells sits down with Dennis Covington, Managing Partner at Savant Wealth Management, to explore how CPA firms can expand their services—and deepen client relationships—by integrating wealth management through a TAMP model. From time leverage to tech integration and compliance, this conversation breaks down what it really takes to get started.

In this episode, you will be able to:

• Understand what a TAMP is and how it supports firm efficiency

• Learn how CPAs can offer holistic advice without sacrificing independence

• Explore the tools, costs, and steps to start an RIA or integrate wealth services

• Discover how white-labeled solutions help you stay front and center with clients

• Recognize why CPAs are uniquely positioned as long-term financial advisors

Listen now and uncover how your firm can do more—for your best clients—without burning out your team.

#CPAstrategy #WealthManagement #TAMP #AccountingGrowth #TheIndependentCPAFirmPodcast