S03 EP04 - Conseil patrimonial : la nouvelle frontière pour les cabinets d’expertise-comptable

from CodEC - Le podcast tech des experts-comptables · host Florian Dufour - Diplômé DEC - Consultant IA pour EC

📌INFOS SUR L'EPISODE Aujourd’hui, je reçois Frédéric ESPIRAT, un expert-comptable spécialisé en gestion de patrimoine. Frédéric partage ses précieuses connaissances sur l'intégration du conseil patrimonial dans le domaine de l'expertise comptable. Il détaille comment détecter les opportunités de missions patrimoniales, comment les vendre et comment facturer ces services.Vous découvrirez également que la taille d'un cabinet n'est pas un obstacle à la création d'un pôle patrimonial. Un épisode riche en informations pour tout expert-comptable cherchant à diversifier ses services.La durée de l'épisode est de 1h⏳. 📚RESSOURCES Pour en savoir plus sur Frédéric et son cabinet c'est par ici 😉 :Linkedin de Frédéric ESPIRAT (https://www.linkedin.com/in/frederic-espirat/)Son site internet dédié aux EC pour la gestion de patrimoine (https://www.force-patrimoine.fr/)🚨MERCI AUX PARTENAIRES DE LA SAISON 3 (par ordre alphabétique) : AXONAUT 🔗pour la gestion interne du cabinet EC ;CLASSE 7 🔗édifie la communication des EC ;ECMA 🔗la solution digitale des EC ;SAGE 🔗la solution comptable des EC. 🎙️SOUTENEZ LE PODCAST GRATUITEMENTLaissez un avis et 5 étoiles ⭐⭐⭐⭐⭐ sur votre plateforme d'écoute préférée 🙏.📢CONTACTEZ-MOI !Sur LinkedIn (https://www.linkedin.com/in/florian-dufour/) ou par mail ([email protected] ) Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

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This episode was published on March 25, 2024.

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