Published : August, 2024
Level up your business by strengthening your strategies through partnership.
As a financial advisor, you play an essential role in helping clients reach their financial goals, but you may often face challenges.
In this enlightening podcast Episode, we sit down with Eric Mangold, the founder of Argosy Wealth Management, to explore the dynamic and lucrative partnership between CPAs and financial advisors.
This CPE podcast will cover insights on how the collaboration can drive significant revenue growth, improve client portfolios, and minimize tax liabilities. By combining the financial acumen of CPAs with the strategic investment expertise of financial advisors, firms can offer a more comprehensive and effective service to their clients. Join this Episode, it is a must-listen for CPAs and financial advisors looking to enhance their practice and deliver superior value to their clients.
Key topics discussed:
• Segment 1: The Challenges CPAs Face
• Segment 2: The Benefits of CPA-Financial Advisor Collaboration
• Segment 3: Increasing Revenue and Growing Client Portfolios
• Segment 4: Addressing Misconceptions and Building Trust
• Segment 5: Practical Tips for Effective Collaboration
Get ready to supercharge your client offerings with the ultimate guide to forging and maintaining impactful CPA-financial advisor alliances!
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Founder, Argosy Wealth Management, LLC
From witnessing his hardworking father grapple with a debilitating disease to observing his family's financial struggles amidst medical challenges, Eric's journey into the financial world was not just a career choice—it was a calling. Eric grew up seeing firsthand the gap in personalized financial advice. He realized that his parents, like many hardworking professionals, were navigating a complex financial landscape without the comprehensive guidance they desperately needed. This propelled Eric to dedicate his life to becoming the beacon of hope and expertise for those seeking to secure their financial futures.
With a strong educational foundation from the University of Rhode Island, Eric embarked on his mission, initially honing his skills at Merrill Lynch in Retirement Plan Services. His dedication and passion for making a difference led him to Bloomberg, LP, where he furthered his expertise. Over the last 13 years, Eric has not only saved his clients millions in taxes but has also guided them towards achieving financial freedom, turning his personal pain into a purposeful mission.
Eric stands out in the financial landscape for his unique approach: viewing each client through a lens of empathy and understanding, crafting personalized strategies that cater to their individual goals and challenges. His mission is to offer life-changing financial plans, ensuring his clients feel secure and cared for.
Eric's story is not just one of financial success but of transforming lives through dedication, expertise, and a deep-seated desire to make a difference
AT ARGOSY WEALTH MANAGEMENT, WE HAVE THE CLIENT IN MIND, AND ONLY THE CLIENT IN MIND.
Our mission is to dramatically improve your financial health, simplify how you save and invest for the future, and take away the stress of feeling like you aren’t on track.
By improving your own financial health, not only are you helping yourself, but you are helping your family and possibly generations to come.
Think to yourself, has taking control of your financial health been something that hasn’t been addressed for a long time? It’s critical to understand there is a cost to waiting. And that cost only increases without putting yourself, and your families’ finances first.
For most, there is a gap between their current situation and their desired situation. The question is- can you get there on your own at the speed that you want? What I’ve found is that folks, physicians especially, rarely have the time or the resources to address their own financial health and improve it.
Then What happens?
We will craft a customized strategy for you that patches any holes in your current situation and puts pieces in place to help you forge ahead. The before and after pictures of before we start to work together, and after are typically substantial. And we simplify everything for you.
Director - Partner Success, my-CPE
Saul Sony is the Director of Partner Success at MY-CPE, a leading continuing education platform serving professionals across Accounting, Tax, Audit, IT, Finance, and HR domains in the United States, Canada, and the United Kingdom. Saul’s dedication and expertise have been instrumental in advancing MY-CPE’s mission to provide high-quality, accessible, and affordable education to professionals worldwide.
Under his leadership, MY-CPE has grown its offerings and reach, establishing itself as a leader in the field of professional education. Saul continues to explore new avenues to enrich the professional growth of thousands of learners, staying true to his passion for education and empowerment.
myCPE is an online platform that offers continuing professional education (CPE) courses for accounting, finance, and tax professionals. It provides a wide range of webinars, self-study courses, and other learning resources to help professionals meet their CPE requirements and stay updated on industry trends and regulations. myCPE offers courses in various formats and topics, including accounting, auditing, tax planning, ethics, and technology-related subjects. The platform is designed to be convenient and accessible, allowing professionals to earn CPE credits at their own pace and on their preferred devices.
