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!
To listen to the episode simply click play on the audio stream at the top of this post or subscribe on your favorite podcast platform. You can find us on Apple Podcasts, Spotify, Google Podcasts, Alexa, SoundCloud, Stitcher, and TuneIn.
Resources Related to this Episode:
Below are a few additional links and resources for RIAs with a growth mindset:
These Stories on Practice Management
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