Thinking Through the Future with Colleen Gillam-Judd

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

David Cristello and Jetpack Workflow에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 David Cristello and Jetpack Workflow 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

1+ y ago 21:31

MP3•에피소드 홈

Today we talk through how to think about your own wealth. The listener should be asking themselves a simple question: How are you thinking about the wealth YOU are creating?

We welcome Colleen, a Certified Financial Planner, at IG Wealth Management on today’s show. Colleen shares a wealth of knowledge (literally) about her experiences in the financial planning realm. She shares an outside approach to planning, especially for firm owners.

The conversation today is less focused on partnerships, referrals, or adding wealth management to a practice, and more focused on those running the practice and how their wealth management is on a personal level.

Colleen kicks us off by saying: ‘Every wealth [management] person wants to partner with them [firm owners], but no one asks how they are doing.’

347 에피소드

#Accounting #Business Disciplines #Accounting Education #Business Education #Accountingtoday #Charteredaccountants #Practice #Tax #David Cristello #Jetpack Workflow #Business #MBA #Marketing #Bookkeeping #Podcasting Education #AICPA #CPA #IT Management