125: Breaking the Mold: A Smarter Approach to Wealth Advising

The accounting industry has long been defined by billable hours, burnout, and outdated business models. But what if there was a better way? In this episode of Barenaked Money, Colin White sits down with Chris Brien, partner at Pinnacle Accountants & Advisors, to talk about how his firm is breaking the mold.From ditching timesheets to embracing a client-first, subscription-based model, Chris shares insights on why the traditional accounting structure no longer serves professionals or business owners—and how firms like his are paving a new path. They discuss the talent crisis in the industry, the outdated incentives driving bad client outcomes, and why Canadian firms should look south of the border for inspiration.Plus, Colin and Chris tackle:✅ Why billable hours create misaligned incentives for accountants and clients✅ How young accountants can escape the grind and find purpose in their work✅ The importance of removing sales-driven motivations from professional services✅ What business owners should expect from a truly valuable accounting relationshipIf you’re an accountant rethinking your career, a business owner frustrated with transactional service, or just someone who loves hearing about industry shake-ups, this episode is for you.Listen now and start questioning the status quo!00:00 Introduction to Financial Advisor Frustrations32:41 Concerns About Moving Accounts32:48 Introducing Wealth Planning Solutions32:52 Call to Action32:53 Our Promise to Simplify