Figuring Out: Team-Based Model for Advisors | Podcast #EP12 1 Credit
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Welcome to today’s Episode, where we’re diving into a topic reshaping the financial advisory landscape. Â
Today, we will explore a solution gaining traction in the industry—the CPA Team Based Model. Joining us is Paul Latham, a serial entrepreneur and visionary in the financial services space. Paul will walk us through how this model changes how CPAs and financial advisors collaborate to deliver more integrated and effective services.Â
In our conversation, Paul will share the backstory of transitioning from being a successful entrepreneur to becoming a key player in the financial advisory world. He noticed a significant gap in how CPAs and financial advisors operated, often in silos, which led to missed opportunities for optimizing client outcomes. This realization sparked the creation of the CPA Team Based Model—a strategy designed to bridge these gaps, fostering collaboration and efficiency. We’ll explore the steps Paul took to develop this model and how it addresses some of the industry’s most pressing issues today.Â
Key topics discussed:Â
Whether you’re looking to enhance your current practice or stay competitive in a rapidly changing market, this Episode is packed with insights that can help you revolutionize your work. Stay tuned for actionable advice and a look into the future of financial advisory services.
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Paul is a serial entrepreneur who qualified as a Chartered Accountant with Latham Crossley and Davis (which eventually became Lathams Chartered Accountants), becoming a Partner in 1986 and Head of Business Services in 1993.
Whilst at Lathams, Paul started to develop the business planning process which today is at the core of Elite Member Processes. Those processes were developed with the aim of helping Elite Members to Clarify Direction and Maximize Business Potential. When Lathams was sold to Tenon Group Plc in 2001, Paul became National Head of Business Planning at Tenon.
Paul left Tenon to become Finance Director at Debt Free Direct Group Plc where he was a Founding Director and helped to take the business “Public”.
Paul emigrated to the USA in 2011 and has since developed several business interests, including being a Founding Partner of HaydenRock Solutions and Elite Mastermind (which today is all incorporated as the Elite Resource Team).
Today, Paul’s particularly specializes in helping Elite Members to:
* Maximize Business Potential
* Become Most Relevant Advisors (to their clients)
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.
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