myCPE

Figuring Out: Team-Based Model for Advisors | Podcast #EP12 1 Credit

Figuring Out: Team-Based Model for Advisors | Podcast #EP12 1 Credit

  • Rating

    4.8

  • Reviewed on

    February, 2025

  • Subject Area

    Finance

Select your learning mode

  • Watch the podcast
  • Listen to the podcast
  • Take the assessment test
  • Get your certificate

Learning Objectives

  • Analyze the benefits of the CPA Team Based Model. 
  • Identify challenges in traditional financial advisory practices and solutions. 
  • Understand successful implementation strategies for the Team-Based Model. 
  • Explore future trends impacting the financial advisory and CPA industries. 
  • Discuss practical tips for improving CPA-financial advisor collaborations. 

Course Overview

Welcome to today’s Episode, where we’re diving into a topic reshaping the financial advisory landscape.  

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. 

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. 

Key topics discussed: 

  • The Origin of the Team-Based Model 
  • How the Team-Based Model Solves Industry Problems 
  • Current Challenges in the Financial Advisory Industry 
  • The Future of the Team-Based Model and Financial Advisory 
  • Practical Tips for Implementing the Team-Based Model

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.

On Demand Credits for All Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Accounting and Reporting for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible

Additional Information

Credit

1

Course Level

Instructional Method

QAS Self Study

Group Internet Based

NASBA APPROVED

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.

About Experts

Paul Latham

Paul Latham

Executive Partner & Virtual Business Consultant, Elite Resource Team

  • 4.8
  • rating
  • rating
  • rating
  • rating
  • rating

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) 

Saulsony

Saul Sony

Director - Partner Success, MYCPE ONE

  • 5
  • rating
  • rating
  • rating
  • rating
  • rating

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.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent

Very Good

Average

Poor

Terrible

Inclusions

  • Multiple Credits

    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting

    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker

    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault

    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders

    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access

    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support

    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

Exclusive mobile
app for our unlimited
access subscribers

All Podcasts are included under the Individual Subscription

Get Started with Unlimited Learning

Select your plan, complete your payment, and access a world of knowledge.

Subscription Inclusions Silver Gold
15,000+ Hrs of CPE approved Content
tooltip

Largest content library covering all aspects of professional development.

500+ Emerging Subject Areas
tooltip

Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm.

50+ State- Specific Ethics Courses
tooltip

Stay compliant with ethics requirements for every state.

50+ State Compliance Packages
tooltip

Pre-selected courses for quick compliance, saving time and effort.

100+ Advanced Certification Programs
tooltip

Expert-led programs to build advanced expertise and strengthen your career credentials.

AICPA Eligibility Programs (CFF, ABV, PFS)
tooltip

Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion.

Compliance Tracker and Credit Vault
tooltip

Store all your certificates in one place, stay compliance-ready with ease, and track your progress effortlessly using the built-in credit tracker.

Instant Certification and Fast Reporting
tooltip

Instant reporting to IRS, CFP Board, and other governing bodies.

Mobile App Access (iOS and Android)
Access to Communities
tooltip

Join communities tailored to your specific interests and areas of expertise.

Select Tenure

Start Your Subscription 

Start your journey towards learning and compliance.

card

$299$199 For 12 Months

Start Your Subscription

$299$199/year

Secure unlimited access

Click Here

More Reasons to Subscribe

  • true true
    80% of Content Rated 4.5+ Stars
    High-quality content rated by professionals.
  • true true
    4X More Content at 1/3rd the Price
    Serious value compared to your regular provider!
  • true true
    Non-Sponsored Content
    Purely educational, unbiased content for your learning.
  • true true
    Monthly & Quarterly Updates
    Keeping you ahead of trends and changes.
  • true true
    Podcasts with Industry Leaders
    Learn and Earn CPE from experts on the go.
Subscribed
Elizabeth purchased a subscription.
Subscribed
Sean purchased a subscription.
Subscribed
Jason purchased a subscription.
Subscribed
Zachary purchased a subscription.
Subscribed
LUIS purchased a subscription.
Subscribed
Shirley purchased a subscription.
Subscribed
shawn purchased a subscription.
Subscribed
Travis purchased a subscription.
Subscribed
Karen purchased a subscription.
Subscribed
Robert purchased a subscription.
Subscribed
Surj purchased a subscription.
Subscribed
HONEY purchased a subscription.
Subscribed
William purchased a subscription.
Subscribed
Danielle purchased a subscription.
Subscribed
Diane purchased a subscription.
Subscribed
Yuping purchased a subscription.
Subscribed
Janis purchased a subscription.
Subscribed
Marlene purchased a subscription.
Subscribed
Annette purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Sarai purchased a subscription.
Subscribed
ZULY purchased a subscription.
Subscribed
Karrie purchased a subscription.
Subscribed
Toye purchased a subscription.
Subscribed
Dawn purchased a subscription.
Subscribed
Mufeez purchased a subscription.
Subscribed
Keaton purchased a subscription.
Subscribed
Anthony purchased a subscription.
Subscribed
Ekaterina purchased a subscription.
Subscribed
Linda purchased a subscription.
Subscribed
Dustin purchased a subscription.
Subscribed
Alaine purchased a subscription.
Subscribed
Kito purchased a subscription.
Subscribed
Lakeshia purchased a subscription.
Subscribed
Bridget Cooper purchased a subscription.
Subscribed
Yuriy purchased a subscription.
Subscribed
Qi purchased a subscription.
Subscribed
Emily purchased a subscription.
Subscribed
Rene Grogan purchased a subscription.
Subscribed
Dylan purchased a subscription.
Subscribed
Angel purchased a subscription.
Subscribed
Daniel purchased a subscription.
Subscribed
Kaleigh purchased a subscription.
Subscribed
Guy purchased a subscription.
Subscribed
CHRIS purchased a subscription.
Subscribed
Elizabeth purchased a subscription.
Subscribed
Traci purchased a subscription.
Subscribed
Yexin purchased a subscription.
Subscribed
Carole purchased a subscription.
Subscribed
Sergei purchased a subscription.
Subscribed
Deana purchased a subscription.
Subscribed
Marty purchased a subscription.
Subscribed
pedro purchased a subscription.
Subscribed
Ashwin purchased a subscription.
Subscribed
Sylvie purchased a subscription.
Subscribed
Christina purchased a subscription.
Subscribed
Sharvari purchased a subscription.
Subscribed
Jackie purchased a subscription.
Subscribed
Elizabeth purchased a subscription.
Subscribed
Fabrizio purchased a subscription.
Subscribed
Rebecca purchased a subscription.
Subscribed
Cassidy purchased a subscription.
Subscribed
Melody purchased a subscription.
Subscribed
Stephen purchased a subscription.
Subscribed
Natalie purchased a subscription.
Subscribed
Melody purchased a subscription.
Subscribed
Krupal purchased a subscription.
Subscribed
Heather purchased a subscription.
Subscribed
Alycia purchased a subscription.
Subscribed
Bhagath purchased a subscription.
Subscribed
Richard purchased a subscription.
Subscribed
Tsz Kit purchased a subscription.
Subscribed
Morgan purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Kimberly purchased a subscription.
Subscribed
Thomas Lynch purchased a subscription.
Subscribed
Anna purchased a subscription.
Subscribed
Thao purchased a subscription.
Subscribed
Kenneth purchased a subscription.
Subscribed
ALINA purchased a subscription.
Subscribed
Alan purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Joanna purchased a subscription.
Subscribed
Abdulelah purchased a subscription.
Subscribed
DEAN purchased a subscription.
Subscribed
ANN purchased a subscription.
Subscribed
Tamara purchased a subscription.
Subscribed
Lorena purchased a subscription.
Subscribed
Jonise purchased a subscription.
Subscribed
Alec purchased a subscription.
Subscribed
Crystal purchased a subscription.
Subscribed
Timothy purchased a subscription.
Subscribed
TEL purchased a subscription.
Subscribed
Blake purchased a subscription.
Subscribed
Kevin purchased a subscription.
Subscribed
Geordan purchased a subscription.
Subscribed
Gregory purchased a subscription.
Subscribed
Joshua purchased a subscription.
Subscribed
Travis purchased a subscription.
Subscribed
Kari purchased a subscription.