Join Blake Oliver as he interviews Kyle Walters, CPA firm partner and wealth manager at Atlas Wealth Advisors. Despite not being a CPA himself, Kyle brings a fresh perspective to the accounting world. We'll explore: - The benefits of integrating wealth management and accounting services - How non-traditional backgrounds can lead to innovative approaches - Candid insights into client feedback that CPAs rarely hear - Strategies for delivering the integrated advice clients truly want In this webinar, you'll learn: ✅ Identify the key benefits of integrating wealth management services with traditional accounting offerings. ✅ Analyze how diverse professional backgrounds can contribute to innovative approaches in accounting and financial services. ✅ Evaluate common client feedback and concerns that are often overlooked in traditional CPA-client relationships. ✅ Develop strategies for effectively combining accounting expertise with wealth management principles to provide comprehensive financial advice. ✅ Assess the potential impact of an integrated service model on client satisfaction and firm growth. ⬇️ Reserve your spot today ⬇️ 🔔 Earn NASBA-approved CPE and IRS-approved CE at https://www.earmark.app/c/1686 About the instructors: Blake Oliver: Blake is a CPA who specializes in accounting technology and co-host of The Accounting Podcast, the most popular podcast for accountants and bookkeepers. He founded Earmark CPE so listeners can earn continuing professional education credits for listening to my shows and many more accounting and tax podcasts. https://www.linkedin.com/in/blaketoliver Kyle Walters: Kyle authored “The Personal CFO: The Secret to Getting More Out of Your Money and Your Life,” a book that offers a framework for better financial decision-making. Recognized for his contributions to the financial community, he regularly shares insights through various industry platforms, including Wealth Management and Accounting Today. https://www.linkedin.com/in/kyledwalters/ Learn more about Earmark Podcast: https://earmarkcpe.com/ blake@earmarkcpe.com https://www.linkedin.com/company/earmarkcpe/ https://twitter.com/EarmarkCPE https://www.facebook.com/earmarkcpe https://www.instagram.com/earmarkcpe/ https://www.tiktok.com/@earmarkcpe