Power Podcast - Practice Growth by CPA

Advisor Talk with Frank LaRosa

Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

3y ago 20:50

MP3•Episode home

Key points from the conversation include:

*CPA acquisition as a client information and referral source.

*Structuring a CPA acquisition deal to provide additional revenue to the firm.

*Ways to open a dialog for potential acquisition with prospective CPA partners.

*CPA leads as a 'carrot' when recruiting new talent to your firm.

For the right firm with the right attributes, the upside of a CPA acquisition can be huge. For the entrepreneurial advisor looking to generate new growth for their practice, taking the time to analyze the possibilities a CPA acquisition presents should be an imperative. Afterall, growth and evolution require new thinking. It's time to look beyond the traditional to achieve maximum potential for your practice.

214 episodes

#MBA #Entrepreneur #Business #Marketing #Elite Consulting Partners #Advisor Recruiting #Practice Management #Entrepeneurship #Wealthmanagement #Recruiting #Financial Planning #RIA #Asset Management #Financial Advisors #Financial Services #CFP® #Broker-dealer