How to Launch an RIA as a CPA скачать в хорошем качестве

How to Launch an RIA as a CPA

Are you a CPA ready to escape tax season burnout? It's time to build a year-round advisory practice that leverages your existing expertise. Join Maggie Beach for an exclusive webinar on transforming your CPA practice into a thriving RIA. Say goodbye to seasonal stress, one-time transactions, and limited revenue streams—and hello to ongoing client relationships that create stability and fulfillment. This isn't a compliance lecture. It's a practical roadmap from a CPA who successfully made the transition. __________________________________ Want to learn more about XYPN, follow us here! Website: https://www.xyplanningnetwork.com/ Podcast blog: https://www.xyplanningnetwork.com/pod... Behind the Advisor Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast... Behind the Advisor Podcast on Spotify: https://open.spotify.com/show/4expqng... XYPN Facebook VIP Community: https://www.xyplanningnetwork.com/vip... Facebook:   / xyplanningnetwork   Twitter:   / xyplanning   LinkedIn:   / xy-planning-network   Email: [email protected] Advisor Blog: https://www.xyplanningnetwork.com/adv... XYPN LIVE: https://live.xyplanningnetwork.com/ Find-An-Advisor Portal: https://connect.xyplanningnetwork.com...