A New Wealth Management Dimension

Podcasts

Utilizing IRS Tax Transcripts As A New Wealth Planning Tool 

Special Guest - ​​​​​​​David Stone - ​​​​​​President of IRS Solutions

How To Buy, Sell, Merge and Grow Your Wealth Advisory Firm, On Your terms

Special Guest - ​​​​​​James Tennies - ​​​​​President of InCap Group, Inc.

Merging Business Valuation with actionable Insights Software

Special Guest - ​​​​​Ken Bero - ​​​​Director of Channel Sales at Quist Valuations

Powercast - Securing Capital for Mergers, Acquisitions, Working Capital and Debt Restructure

Special Guest - ​Alicia Chandler - President of Oak Street Funding

Powercast - Integrating Private Banking Solutions Into Your Practice

Special Guest - ​Joseph Bennett - Director of National Accounts at The Bancorp Bank

Powercast - ​​Embedding Trust Services Into Your Client Offering

Special Guest - ​​Michelle Diamond - Chief Development Officer of Cumberland Trust Company

Powercast - ​Partnering With CPA Firms To Expand Your Practice

Special Guest - ​​​​​​Robert Merl - BRN National Practice Director - BDO USA, LLP

Powercast - ​​Business Valuation Services Attract Business Clients

Special Guest - ​​​​​​​Jeff Bae, JD, CVA - Managing Director of Valuation Services