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027: [Audiobook] The Virtual Family Office: The Future of Ultra-High Net Worth Advisory by Alex Sonkin
Manage episode 378634761 series 3479584
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Welcome to this special episode of the podcast! Today, we have a unique opportunity to share a book with you that we helped our client write and publish, including creating the audiobook. We are incredibly proud of this achievement and see it as a testament to the power of short books to attract your ideal clients.
"The Due Diligence Project: How Open Source, Peer-Reviewed Due Diligence is Supercharging Elite CPA Firms and Family Officers While Disrupting a Multi-Trillion Dollar Industry" by Alex Sonkin, read by Tony Maree Torrey.
This audiobook is dedicated to all the hardworking CPAs who are passionate about delivering maximum value to their most important clients. It explores the concept of due diligence in advanced tax planning and how it can be a game-changer for CPA firms seeking to elevate their services to the ultra-high net worth market.
Throughout the audiobook, you will discover the importance of focusing on ultra high net worth clients, how to differentiate yourself in a competitive industry, and the value of depth over width. It provides actionable strategies and insights from a community of over 500 independent CPA firms and virtual family officers who are optimizing tax benefits for their wealthy clients.
The audiobook also touches on the power of open source peer review and how platforms like the Due Diligence Project are reshaping the financial world. It emphasizes the need for CPAs to adapt to a changing landscape and equip themselves with the tools and knowledge to navigate this new terrain.
Whether you're a CPA looking to attract high net worth clients, or simply interested in how due diligence is transforming the financial industry, this audiobook provides valuable insights and strategies. So sit back, relax, and let's dive into "The Due Diligence Project: How Open Source, Peer-Reviewed Due Diligence is Supercharging Elite CPA Firms and Family Officers While Disrupting a Multi-Trillion Dollar Industry."
About the Author: Alex Sonkin
https://duediligenceproject.com/
https://www.linkedin.com/in/alexsonkin/
About Your Host: Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions.
As the author of three books, including The Short Book Formula: A Financial Professional's Guide To Writing A Book In Six Weeks To Attract Ideal Clients, and Million Dollar Producer: The Secret Playbook For Financial Professional's To Land High-Value Clients Using LinkedIn, Paul has become a leading authority for financial professionals on using writing and LinkedIn to attract high-value clients
You can get a complimentary copy of Paul's book at: www.theshortbookformula.com
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