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

  • CPA (US)
  • CMA
  • CVA
  • CTP
  • CBA/MCBA
  • FPAC
  • IA LPA
  • DE LPA
  • ME LPA

Published : September, 2024

Video Image Thumbnail

Free (Only Today)

1 Credit

Subject Area

Finance

Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Elite Resource Team, where Financial Advisor and Accountants come together
    6 mins
  • Difference of analogy in looking Forward and in looking Backward
    17 mins
  • The teams that communicate well will eventually work well
    26 mins
  • Younger accountant will not follow the traditional methods
    35 mins
  • The Team-based model has the potential to revolutionize how CPA's and Financial Advisor's work
    43 mins

Course Description

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.

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 Qualification

Webinar Qualifies For

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

Additional details

  • Credits :
    1
  • Instructional Method :
    QAS Self Study

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 through its website: www.NASBARegistry.org.

Presenter

Expert Speaker

Paul Latham

Executive Partner & Virtual Business Consultant, Elite Resource Team

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) 

About Company

Elite Resource Team

elitert.com/

We are a team of accounting and finance professionals who, for the past 25+ years, have successfully built, managed, and coached accounting firms on the 21st Century Advisor model. Our team has done it, lived it, and now makes it their mission to help other tax and accounting professionals create greater value for their clients and success for their teams.

Our Business Purpose is to help CPAs to move from being most trusted advisor to Most Relevant Advisor to their clients – central to their needs – and in so doing they will Maximize CPA Business Potential and create valuable clients for life. In addition to our coaching and tools, our internal thought leaders actively speak and write for a number of industry publications and organizations, helping educate CPAs, wealth managers, and other professionals on the 21st Century Advisor Model. As a result we have helped thousands of accountants learn and implement business advisory services and create sustainable, profitable accounting firms and lasting client relationships.

Our Leadership Team
Haydenrock Solutions is led by a team of experts recognized industry wide as thought leaders in accounting and wealth management. Together they have created a proven system and proprietary tools designed to help CPAs deliver superior value to their clients while creating an accounting firm that can thrive in a changing marketplace.

Host

Saul Sony

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.

About Company

my-CPE

my-cpe.com/

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.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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