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How to Leverage a CPA Firm to Grow Your RIA Business

Mike Langford
Jan 26, 2021

Let's face it, when we think about CPA firms the first thing that comes to most of our minds isn't likely "Wow! Those guys really move the needle on growth." We're more likely to think, "Accountants, cool... those guys might help me save some money and lower my tax bill."

Well, prepare to have your mind altered in a profound way because my guests on this episode of The Modern Financial Advisor Podcast are all about helping RIAs grow their business. In fact, if you are not looking to grow your firm... these guys aren't your guys. 

Brian Nuttall, Joe DeMarco, and Rick Wilkens are three of the founders of Elevate CPA Group and they focus exclusively on helping RIAs grow and maximize their business potential.  Watch the video below for a quick preview of our conversation.


As I mentioned in the preview video above, you can watch the entire episode of the podcast on YouTube as well. The video is embedded below for your convenience. Make sure you subscribe to the Truelytics YouTube channel!

Subscribe to the Podcast! The Modern Financial Advisor Podcast is available on Apple PodcastsSpotifyGoogle PodcastsAlexaTuneIn, or if you prefer video you can find it on YouTube.

The information, analysis, and opinions expressed herein are for general information only. Nothing contained in this podcast is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The statements contained herein are based upon the opinions of third-party sources. Information obtained from third party sources is believed to be reliable but not guaranteed. All opinions and views constitute the judgments of the author(s) as of the date of recording and are subject to change at any time without notice. 

Resources Related to this Episode:
Below are a few additional links and resources for RIAs with a growth mindset: 

  • How New Financial Advisors Can Rapidly Grow Their Business - In this episode Sten Morgan, shares how he grew his business to top producer level in his first five years in the business. 
  • New Business Financing Options Available To Financial Advisors and RIAs - Growing an RIA by acquiring other RIA businesses offers many advantages to the growth minded advisor. In this episode of the podcast, SkyView Partners CEO, Scott Wetzel shares some details on financing options available for M&A deals.
  • Benchmark Your Firm - If you are not yet a Truelytics user you owe it to yourself and your business to take a few seconds to explore our Peer Benchmarking tool. Growing your business starts with having a strong understanding of where you are now in relation to other businesses of your size.
    Note: If you are already a Truelytics user, simply log in and check out your Peer Benchmarks on your TruePerformance Scorecard.
If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.

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