How the future of finance is being shaped by groundbreaking innovations, as revealed by the industry’s top influencer!🚨

Join us for a must-listen episode of the W.T.F (We're Trying to Figure-Out) Series with Saul as we sit down with Terrell Turner, CPA—one of the most influential voices in finance today. He has earned prestigious titles like 40 Under 40 Black CPA, 40 Under 40 Global Finance Leader, and Top 20 Global Finance Influencer—twice. Recognized by The New York Times and featured on the iconic NYC Times Square big screen, Terrell’s insights are shaping the future of our industry. 🎙️

Terrell shares game-changing trends and innovations that are shaping our industry today, from pioneering technological advancements to empowering financial education and driving diversity.

Whether you’re an industry veteran or just starting out, this episode is packed with actionable insights to help you navigate and lead in an evolving landscape. Brace yourselves for a game-changing discussion!

🔑 Key Learning objectives:

Journey to Recognition🏆

Entrepreneurial Ventures and Innovations🚀

Financial Education and Community Impact📚

Adapting to Technological Advances💻

Leadership and Mentorship👥

Navigating Challenges and Overcoming Obstacles💪

Vision for the Future✨

Watch here to get free credit: https://bit.ly/3AKgIi5

🔗 Helpful Links to Connect with the Speaker 👇

Website: https://www.tlturnergroup.com/contact

LinkedIn: https://www.linkedin.com/in/terrellturner/

YouTube: @1GoldenAGE

Need more info for your continuing education?

🔗 Schedule a Zoom Call here: https://bit.ly/44NakBE

#mycpe #free #credit #irs #tax #cpe #podcast #influencer #40under40 #nytimes #usa #cpa

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In today's fast-paced digital landscape, CPA firms face unprecedented IT challenges!💻

How can they ensure their tech infrastructure is secure, efficient, and future-proof? In our latest podcast episode of the W.T.F (We're Trying to Figure-Out) Series with Saul, we tackle this critical issue with Josh Holman, a seasoned ITAAS thought leader with over 30 years of experience in IT communication, accounting, and data management systems. 💼

Explore how AI and automation are revolutionizing the accounting profession, offering practical solutions to help your firm stay competitive in this digital age. Whether you're grappling with data security, optimizing your IT environment, or exploring the potential of emerging technologies, this episode is packed with valuable insights to guide your journey.

🔑 Key Learning objective

① Identify common technical challenges for CPAs and practical solutions.

② Understand hardware/software optimization for better performance.

③ Differentiate between redundancy and backup in data management.

④ Explore AI and automation in transforming CPA practices.

⑤ Gain tips for enhancing IT efficiency and security.

⑥ Recognize future tech trends and prepare for changes.

listen now and prepare your firm for the future!

Watch here to get free credit: https://bit.ly/3TfaVXZ

Schedule a Demo today with Josh Holman | https://bit.ly/3TczJ2Y

Need more info for your continuing education?

🔗 Schedule a Zoom Call here: https://bit.ly/44NakBE

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#cpa #itsecurity #automation #digitaltransformation #podcast #itsecurity #securityforcpa #itsecurityforcpa #digital #godigital #mycpe #free #credit #irs #tax

Did you know studies show that 85% of CPAs report increased client retention after forming strategic partnerships with financial advisors. Or that 78% of financial advisors see a boost in revenue when collaborating with CPAs.

Unlock New Revenue Streams and Enhance Client Service with Strategic Partnerships with Eric Mangold! 🚀

Tune into the latest episode of the W.T.F (We're Trying to Figure-Out) Series with Saul. Where Eric Mangold, founder of Argosy Wealth Management, unpacks how strategic partnerships can unlock new opportunities and enhance client satisfaction. he delves into the powerful synergy between CPAs and financial advisors. Don’t miss it!

In this episode, we explore:

🔍 The Challenges CPAs Face – Gain insights into the common hurdles and how to overcome them.

🤝 Benefits of CPA-Financial Advisor Collaboration – Discover how this partnership can drive revenue growth and improve client outcomes.

📈 Increasing Revenue and Growing Client Portfolios – Learn strategies to expand your business and enhance your service offerings.

🛠️ Practical Tips for Effective Collaboration – Get actionable advice on building trust and communication with your partners.

🎧 Watch here to get free credit: https://bit.ly/3MoxHZF

🔗 Useful Links to Connect with the Speaker👇

• Website: www.emangold.com

• LinkedIn: linkedin.com/in/helpingphysicians

• Schedule a meeting: https://bit.ly/4dMEJTC

Need more info for your continuing education?

🔗 Schedule a Zoom Call here: https://bit.ly/44NakBE

#financialadvisors #cpa #podcast #businessgrowth #clientsuccess #partnerships #revenuegrowth #professionaldevelopment #financialplanning #certifiedpublicaccountant #irs

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Spoiler Alert! Jody Padar drops game-changing insights on AI & Radical Pricing !

Before diving into our podcast, Meet our esteemed guest, Jody Padar - A pioneering figure in the accounting industry, consistently honored among Accounting Today's Top 100 Most Influential Professionals.🌟 Renowned for authoring three groundbreaking books on radical pricing, and contributing to leading publications such as Accounting Today and CPA Trendlines, setting the standard for advancing next-generation firms.📚📝

Tune into the latest episode of the W.T.F (We're Trying to Figure-Out) Series with Saul, Jody Padar reveals how AI and Radical Pricing are setting new standards in the accounting industry.🎧

Learn about the motivations fueling these innovations and their transformative impact on traditional practices in the accounting industry.🚀📊

🔑 Key Learning objectives:

1️⃣Principles of Radical Pricing in accounting

2️⃣Transformative impact of AI in accounting

3️⃣Challenges in adopting AI technologies

4️⃣Future trends in AI and pricing

This is a must-listen for anyone in the accounting field. 🎧

Watch here to get free credit: https://bit.ly/3AKgIi5

🔗 Helpful Links 👇

• Find Jody Padar’s Book: cpa.click/radpricing (Use Coupon Code: radical15p to get 15% off)

• Learn more about Radical Pricing: https://bit.ly/3LQVi4U

• Explore More CPE Courses: https://bit.ly/3WohEQe

Need more info for your continuing education?

🔗 Schedule a Zoom Call here: https://bit.ly/44NakBE

#mycpe #free #credit #irs #tax #cpe #podcast #freecpe #influencer #jodypadar #podcast

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It's surprising 😲, 7 out of 10 people believe a reverse mortgage takes away their home! 🏠❌

Tune into our latest episode of the W.T.F Podcast Series 🎙️ with Saul, where Nathan Johnson breaks down the pressing issues like misconceptions regarding reverse mortgages, discusses industry trends 📈, and shows you how to harness home equity for a secure retirement 💼💰.

From debunking common misconceptions to exploring real-life applications 🧩, this episode is your comprehensive guide to understanding and leveraging reverse mortgages effectively🔍📚.

🔑 Key Learning objectives:

1️⃣Principles of Radical Pricing in accounting

2️⃣Transformative impact of AI in accounting

3️⃣Challenges in adopting AI technologies

4️⃣Future trends in AI and pricing

Listen now to gain valuable insights and plan your financial future confidently! 🔑

Watch here to get free credit: https://bit.ly/4dU0Vvu

Need more info for your continuing education?

🔗 Schedule a Zoom Call here: https://bit.ly/44NakBE

#mycpe #free #credit #irs #tax #cpe #podcast #freecpe

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Did you know, Accounting firms can increase their value by an average of 25% with proper valuation strategies📈, yet 40% of accounting firms are undervalued due to lack of proper valuation📉.

Is your accounting firm worth its full potential?

Tune into the latest episode of the W.T.F (We're Trying to Figure-Out) Series with Saul. Where Sarah unpacks the complexities of valuation strategies and reveals key factors that influence the value of accounting firms. As a deal attorney specializing in helping accountants buy and sell practices, Sarah brings years of legal experience to the table. She guides clients through the deal process and empowers them to become experts in their field. Don’t miss it!

Whether you're looking to assess your practice's worth or explore potential acquisitions, this episode offers practical insights to help you make informed decisions.

🔑 Key Learning objectives:

Leverage Market trends, profitability, client base, and firm size to assess value.📈

Understand motivations, set goals, and remain flexible in your strategy.📊

Communicate effectively and incentivize staff to ensure smooth integration.🗣️

Enhance skills in analysis, research, and negotiation for effective practice management.🔍

🎧 Watch here to get free credit: https://bit.ly/3AJQGeI

Need more info for your continuing education?

🔗 Schedule a Zoom Call here: https://bit.ly/44NakBE

#podcast #wtf #accounting #businesslaw #buysell #accountingpractice #expertadvice #legalguidance #dealprocess #businesstips #entrepreneurship

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Tune In and Earn Your Free CPE Credit with Our Latest Podcast Episode 🌟

🎙️ Join us in our 4th episode of W.T.F (We’re Trying to Figure-Out) podcast series with Saul as we dive deep into the dynamic world of cannabis markets with Aaron Pelley, a leading legal advocate and esteemed expert in the industry.

🎙️ Whether you're a seasoned entrepreneur, a curious enthusiast, or just keen to stay updated, this podcast is your gateway to understanding the complexities and opportunities within the cannabis sphere.

🎧 Watch here to get free credit: https://bit.ly/3AKMcEL

Don't miss out on this unparalleled opportunity to enhance your understanding and navigate the thriving cannabis markets with confidence.

Need more info for your continuing education?

🔗 Schedule a Zoom Call here: https://bit.ly/44NakBE

#cannabisindustry #podcastseries #cannabismarkets #podcast #wtf #mycpe

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Earn Your Complimentary CPE Credit with our podcast 🌟

Thrilled to share the latest 3rd episode of W.T.F (We’re Trying to Figure-Out) "is A Successful Professional Career" with Saul, featuring the incredible Jerry Maginnis!

With over four decades of experience, Jerry brings a wealth of knowledge on building a successful career across diverse professions. 🌟

In this episode, we dive deep into essential principles and strategies for a fulfilling career, including:

🔑 The importance of soft skills

💼 Navigating challenges and avoiding burnout

📈 Expanding business acumen

🤝 Networking and relationship-building

🛤️ Evaluating career paths

Watch here to get free credit: https://bit.ly/3yUGU99

Don't miss out on this enriching conversation!

Need more info for your continuing education?

🔗 Schedule a Zoom Call here: https://bit.ly/44NakBE

#mycpe #free #credit #irs #tax #cpe #podcast #freecpe

For more insights and details follow us on:

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