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

Update: 2021-05-26

Description

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.

Key Links

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: platham@haydenrock.com

Comments

In Channel

Trends in Financial Advisor M&A and Valuations

2021-02-0348:59

Make Your Dream Business a Reality!

2021-11-0317:10

Growing Your Business Through Change Management

2021-10-2041:56

Reaching the Next Generation and Preventing the Heir Leak

2021-10-0646:34

Organic Growth & Client Experience: Expanding Your Business From Within

2021-09-2239:03

How To Accelerate Your Influence Through Podcasting

2021-09-0845:20

Exploring Leadership Intelligence

2021-08-1848:11

Scaling Your Advisory Practice The Right Way

2021-08-0444:41

Developing a Junior Advisor

2021-07-2122:07

The Differentiators of Elite Financial Services Teams

2021-07-0753:23

The Value of Working with a Vetted Financial Professional

2021-06-2342:55

The Importance of Women in Finance

2021-06-0948:11

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

2021-05-2653:41

Accepting and Navigating Change as a Financial Advisor

2021-05-1252:01

Leveraging Virtual Resources to Better Collaborate with CPAs

2021-04-2755:58

Cultivating Junior Advisors

2021-04-1448:19

Exploring Your Affiliation Options as a Financial Advisor

2021-04-0752:55

Using The Alignment Model With Your Firm And Clients

2021-04-0156:07

Driving Profit And Client Value Through An Insourced CIO

2021-03-2448:44

How To Scale, Expand, And Grow Your Practice

2021-03-1750:02

00:00

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

#box-pro-ellipsis-175908703583197{-webkit-line-clamp:2;}How to Influence CPAs to Change Their Thought Process and Dispel Limiting Beliefs

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

Jonathan Kuttin

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