An award-winning cannabis podcast for women, by women. Hear joyful stories and useful advice about cannabis for health, well-being, and fun—especially for needs specific to women like stress, sleep, and sex. We cover everything from: What’s the best weed for sex? Can I use CBD for menstrual cramps? What are the effects of the Harlequin strain or Gelato strain? And, why do we prefer to call it “cannabis” instead of “marijuana”? We also hear from you: your first time buying legal weed, and how ...
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内容由Earmark LLC, Blake Oliver, and CPA提供。所有播客内容（包括剧集、图形和播客描述）均由 Earmark LLC, Blake Oliver, and CPA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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How can business help solve society’s biggest challenges? Welcome to Series 3 of Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. This series, we’re welcoming broadcaster and journalist Femi Oke to the show. She joins podcaster and journalist Lizzie O’Leary, and together with industry innovators, tech trailblazers and visionary leaders from around the globe, they’ll explore timely ...
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Integrating Wealth Management with Accounting Services
Manage episode 440978003 series 2991380
内容由Earmark LLC, Blake Oliver, and CPA提供。所有播客内容（包括剧集、图形和播客描述）均由 Earmark LLC, Blake Oliver, and CPA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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/
86集单集
分享
Manage episode 440978003 series 2991380
内容由Earmark LLC, Blake Oliver, and CPA提供。所有播客内容（包括剧集、图形和播客描述）均由 Earmark LLC, Blake Oliver, and CPA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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/
86集单集
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类似 Earmark Podcast | Earn Free Accounting CPE 的节目
An award-winning cannabis podcast for women, by women. Hear joyful stories and useful advice about cannabis for health, well-being, and fun—especially for needs specific to women like stress, sleep, and sex. We cover everything from: What’s the best weed for sex? Can I use CBD for menstrual cramps? What are the effects of the Harlequin strain or Gelato strain? And, why do we prefer to call it “cannabis” instead of “marijuana”? We also hear from you: your first time buying legal weed, and how ...
…
continue reading
Join host and Harvard Business School Online Creative Director Chris Linnane as he sits down with HBS faculty to discuss business education in a way that’s both entertaining and insightful. The Parlor Room is your key to breaking down academic theory without sacrificing depth—all while gaining practical takeaways for navigating the business world.
…
continue reading
How can business help solve society’s biggest challenges? Welcome to Series 3 of Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. This series, we’re welcoming broadcaster and journalist Femi Oke to the show. She joins podcaster and journalist Lizzie O’Leary, and together with industry innovators, tech trailblazers and visionary leaders from around the globe, they’ll explore timely ...
…
continue reading
The London School of Economics and Political Science public events podcast series is a platform for thought, ideas and lively debate where you can hear from some of the world's leading thinkers. Listen to more than 200 new episodes every year.
…
continue reading
Welcome to the Success Story Podcast, hosted by entrepreneur, business executive, author, educator & speaker, Scott D. Clary (@scottdclary). On this podcast, you'll find interviews, Q&A, keynote presentations & conversations on sales, marketing, business, startups and entrepreneurship. Scott will discuss some of the lessons he's learned over his own career, as well as have candid interviews with execs, celebrities, notable figures and politicians. All who have achieved success through both w ...
…
continue reading
The key to learning Korean is how easy it is to stay motivated to learn the language. At TalkToMeInKorean.com, we provide a systematic curriculum of easy-to-follow lessons, and a wide selection of self-study Korean-learning books!
…
continue reading
Learn English now with a proven method that's fast, effective, and enjoyable. Speak English with ESLPod.com will improve your English listening and speaking faster than any other approach. These daily and cultural English lessons are brought to you by Dr. Lucy Tse and Dr. Jeff McQuillan, former professors of applied linguistics and education. Join more than 15 million people in 189 countries who have learned English with ESLPod.com. Want to improve your English even faster? Become an Unlimit ...
…
continue reading
From 4 x New York Times best-selling author Rachel Hollis comes the ultimate podcast for anyone looking for more joy and purpose in their lives. Featuring candid interviews with top performers in business, media, and lifestyle, as well as deep dives into topics like health and motivation, The Rachel Hollis Podcast has everything you need to level up your life!
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
…
continue reading
Player FM -播客应用
使用Player FM应用程序离线！
使用Player FM应用程序离线！
