Where you’ll learn how to become a prolific online influencer, attract more ideal clients and grow your practice. Brought to you by ProudMouth. Co-hosted by Matt Halloran and Kirk Lowe. 286290
Episodes
Friday Nov 09, 2018
Friday Nov 09, 2018
Matt is joined by returning guest Jen Goldman, of Jennifer Goldman Consultants to discuss a big topic, with little content - how to merge a CPA firm with a wealth management firm.
As a business transformation consultant Jen has experienced first hand the growing pains that come from merging these two businesses. When her journey began, she sought all the material and advice should could online, and surprisingly, came up pretty empty handed. With over 50% of CPA firms now offering some form of wealth management, it's hard to envision that this practice has been so over looked.
But fear not. Given Jen and Matt's shared experience on the topic, the two of them dive into some of the key things you need to know about making your business merger a major success.
LINKS: Jen Goldman LI | Jennifer Goldman Consulting
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