『The CPA to FA Podcast』のカバーアート

The CPA to FA Podcast

The CPA to FA Podcast

著者： Bill Hecklick EA
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10月19日まで。※適用条件あり
The CPA to FA podcast will help CPAs, EAs and other tax professionals to add or grow wealth management services in your tax practice and take your business to the next level. Subscribe to the show, and get even more at our website, www.CPAtoFA.com.Bill Hecklick, EA マネジメント・リーダーシップ リーダーシップ 経済学
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  • EP 003: Should I Affiliate With a Corporate RIA?

    EP 003: Should I Affiliate With a Corporate RIA?
    2025/07/23

    In this episode, we talk about the basic structure of affiliating with a corporate RIA rather than starting your own RIA. Many people think they lose control of their business by doing it this way, but that's simply not true. Find out if rolling up under a corporate RIA makes sense for you!

    Learn more about what we do at: www.cpatofa.com

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    6 分
  • EP 002: Starting Your Own RIA

    EP 002: Starting Your Own RIA
    2025/07/14

    In this episode, we'll dive deeper into the process of starting your own RIA. Compliance, technology, custodians and more!


    Visit www.cpatofa.com to learn more about adding or growing a financial advice division inside of your tax practice!
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    8 分
  • EP 001: The Pros and Cons of Revenue Sharing Agreements with Financial Advisors

    EP 001: The Pros and Cons of Revenue Sharing Agreements with Financial Advisors
    2025/06/17

    In this episode, you'll learn more about revenue sharing agreements with financial advisors. How does a revenue sharing agreement work? How can I get a solicitation agreement? What licenses do I need to share revenue with a financial advisor? And, most importantly, what are some of the pros and cons of using a revenue sharing model?

    Visit www.cpatofa.com to learn more about adding or growing a financial advisory division inside of your tax practice!
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    11 分
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