PODCAST · business
The CPA to FA Podcast
by Bill Hecklick, EA
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.
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EP 003: Should I Affiliate With a Corporate RIA?
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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EP 002: Starting Your Own RIA
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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EP 001: The Pros and Cons of Revenue Sharing Agreements with Financial Advisors
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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ABOUT THIS SHOW
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.
HOSTED BY
Bill Hecklick, EA
CATEGORIES
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Frequently Asked Questions
How many episodes does The CPA to FA Podcast have?
The CPA to FA Podcast currently has 3 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The CPA to FA Podcast about?
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.
How often does The CPA to FA Podcast release new episodes?
The CPA to FA Podcast has 3 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The CPA to FA Podcast?
You can listen to The CPA to FA Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The CPA to FA Podcast?
The CPA to FA Podcast is created and hosted by Bill Hecklick, EA.
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