How to Influence CPAs to Change Their Thought Process and Dispel Limiting Beliefs

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

Accepting and Navigating Change as a Financial Advisor

In this episode Brian Bosley shares his thoughts and perspective on how the advice industry is changing and how to best take control as a financial advisor.  Brian touches on his "Bamboo Progress" system for financial advisors and explains how to best empower yourself to accelerate growth and encourage positive change within your practice. Key

By |2021-05-12T11:08:01-05:00May 12th, 2021|Quantum Growth Advisors Podcast|0 Comments

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