In this episode Paul Latham shares his thoughts on the traditional financial planning model as it relates to CPA relationships and how advisors can leverage technology and collaboration to help CPAs dispel their limiting beliefs behind working with other professionals. Paul also shares his insights on where the CPA Industry is headed from HaydenRock’s viewpoint and how this will effect the tax planning and advice landscape in the United States moving forward. Listen in to learn how to solidity your CPA relationships.
Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com
Learn more about HaydenRock Solutions: https://www.haydenrock.com
Learn more about CPA Alliance Coaching: https://www.kuttinconsultinggroup.com/cpa-alliances/
Submit yourself as a guest for the podcast: https://www.kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/
Connect with Jon Kuttin on LinkedIn: https://www.linkedin.com/in/jonkuttin/
Connect with Paul Latham on LinkedIn: https://www.linkedin.com/in/paul-latham-85356a42
Connect with Paul Latham through email: firstname.lastname@example.org
Jon Kuttin is a Barron’s Hall of Fame Advisor with 25+ years of experience leading and growing a financial advisory practice. Driven by a mission to build leaders and give back to the financial services industry, Jon launched Kuttin Consulting Group to provide training and consulting services from seasoned practitioners. Jon is skilled at building companies, M&A, leadership, Professional Alliances, Recruiting, and other growth oriented activities. He regular speaks and contributes articles and has been featured in a number of publications including Financial Advisor Magazine. In addition to serving as CEO of Kuttin Consulting Group, Jon serves as a partner in Haydenrock Solutions, a consulting firm helping CPAs build 21st century practices.