How the future of finance is being shaped by groundbreaking innovations, as revealed by the industry’s top influencer!🚨

Join us for a must-listen episode of the W.T.F (We're Trying to Figure-Out) Series with Saul as we sit down with Terrell Turner, CPA—one of the most influential voices in finance today. He has earned prestigious titles like 40 Under 40 Black CPA, 40 Under 40 Global Finance Leader, and Top 20 Global Finance Influencer—twice. Recognized by The New York Times and featured on the iconic NYC Times Square big screen, Terrell’s insights are shaping the future of our industry. 🎙️

Terrell shares game-changing trends and innovations that are shaping our industry today, from pioneering technological advancements to empowering financial education and driving diversity.

Whether you’re an industry veteran or just starting out, this episode is packed with actionable insights to help you navigate and lead in an evolving landscape. Brace yourselves for a game-changing discussion!

🔑 Key Learning objectives:

Journey to Recognition🏆

Entrepreneurial Ventures and Innovations🚀

Financial Education and Community Impact📚

Adapting to Technological Advances💻

Leadership and Mentorship👥

Navigating Challenges and Overcoming Obstacles💪

Vision for the Future✨

Watch here to get free credit: https://bit.ly/3AKgIi5

🔗 Helpful Links to Connect with the Speaker 👇

Website: https://www.tlturnergroup.com/contact

LinkedIn: https://www.linkedin.com/in/terrellturner/

YouTube: @1GoldenAGE

Need more info for your continuing education?

🔗 Schedule a Zoom Call here: https://bit.ly/44NakBE

#mycpe #free #credit #irs #tax #cpe #podcast #influencer #40under40 #nytimes #usa #cpa

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In today's fast-paced digital landscape, CPA firms face unprecedented IT challenges!💻

How can they ensure their tech infrastructure is secure, efficient, and future-proof? In our latest podcast episode of the W.T.F (We're Trying to Figure-Out) Series with Saul, we tackle this critical issue with Josh Holman, a seasoned ITAAS thought leader with over 30 years of experience in IT communication, accounting, and data management systems. 💼

Explore how AI and automation are revolutionizing the accounting profession, offering practical solutions to help your firm stay competitive in this digital age. Whether you're grappling with data security, optimizing your IT environment, or exploring the potential of emerging technologies, this episode is packed with valuable insights to guide your journey.

🔑 Key Learning objective

① Identify common technical challenges for CPAs and practical solutions.

② Understand hardware/software optimization for better performance.

③ Differentiate between redundancy and backup in data management.

④ Explore AI and automation in transforming CPA practices.

⑤ Gain tips for enhancing IT efficiency and security.

⑥ Recognize future tech trends and prepare for changes.

listen now and prepare your firm for the future!

Watch here to get free credit: https://bit.ly/3TfaVXZ

Schedule a Demo today with Josh Holman | https://bit.ly/3TczJ2Y

Need more info for your continuing education?

🔗 Schedule a Zoom Call here: https://bit.ly/44NakBE

For more insights and details follow us on:

Facebook: https://bit.ly/3QPjPKA

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LinkedIn: https://bit.ly/3PCrzOV

#cpa #itsecurity #automation #digitaltransformation #podcast #itsecurity #securityforcpa #itsecurityforcpa #digital #godigital #mycpe #free #credit #irs #tax

Did you know studies show that 85% of CPAs report increased client retention after forming strategic partnerships with financial advisors. Or that 78% of financial advisors see a boost in revenue when collaborating with CPAs.

Unlock New Revenue Streams and Enhance Client Service with Strategic Partnerships with Eric Mangold! 🚀

Tune into the latest episode of the W.T.F (We're Trying to Figure-Out) Series with Saul. Where Eric Mangold, founder of Argosy Wealth Management, unpacks how strategic partnerships can unlock new opportunities and enhance client satisfaction. he delves into the powerful synergy between CPAs and financial advisors. Don’t miss it!

In this episode, we explore:

🔍 The Challenges CPAs Face – Gain insights into the common hurdles and how to overcome them.

🤝 Benefits of CPA-Financial Advisor Collaboration – Discover how this partnership can drive revenue growth and improve client outcomes.

📈 Increasing Revenue and Growing Client Portfolios – Learn strategies to expand your business and enhance your service offerings.

🛠️ Practical Tips for Effective Collaboration – Get actionable advice on building trust and communication with your partners.

🎧 Watch here to get free credit: https://bit.ly/3MoxHZF

🔗 Useful Links to Connect with the Speaker👇

• Website: www.emangold.com

• LinkedIn: linkedin.com/in/helpingphysicians

• Schedule a meeting: https://bit.ly/4dMEJTC

Need more info for your continuing education?

🔗 Schedule a Zoom Call here: https://bit.ly/44NakBE

#financialadvisors #cpa #podcast #businessgrowth #clientsuccess #partnerships #revenuegrowth #professionaldevelopment #financialplanning #certifiedpublicaccountant #irs

For more insights and details follow us on:

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