Earmark Podcast | Earn Free Accounting CPE

Integrating Wealth Management with Accounting Services

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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+)

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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/

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    Earmark Podcast | Earn Free Accounting CPEBy Blake Oliver, CPA
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