Episode 372: Eric Mangold - Increasing Revenue: The CPA-Financial Advisor Alliance
Artikel konnten nicht hinzugefügt werden
Der Titel konnte nicht zum Warenkorb hinzugefügt werden.
Der Titel konnte nicht zum Merkzettel hinzugefügt werden.
„Von Wunschzettel entfernen“ fehlgeschlagen.
„Podcast folgen“ fehlgeschlagen
„Podcast nicht mehr folgen“ fehlgeschlagen
Episode 372: Eric Mangold - Increasing Revenue: The CPA-Financial Advisor Alliance
-
Gesprochen von:
-
Von:
Über diesen Titel
In this episode, I got to sit down with Eric Mangold, the founder of Argosy Wealth Management. We discuss the challenges CPAs face and how financial advisors can work collaboratively with accountants to benefit clients. We also talk about increasing revenue, AI, growing client portfolios, decreasing tax liability, and how financial advisors do things that most people might not realize, such as supporting clients during tough times. This episode is filled with valuable information and insights from start to finish and is one you don't want to miss!
Guest Information:
Eric Mangold - CWS Founder, Financial Professional
LinkedIn: https://www.linkedin.com/in/helpingphysicians/
Website: https://www.emangold.com/team/eric-mangold
Email: emangold@sfr1.com
Contact Andrew Lassise (Host):
Email: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
