{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Earmark Podcast | Earn Free Accounting CPE","title":"Integrating Wealth Management with Accounting Services","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/69529c52\"></iframe>","width":"100%","height":180,"duration":3676,"description":"Join Blake Oliver as he interviews Kyle Walters, CPA firm partner and wealth manager at Atlas Wealth Advisors. Despite not being a CPA himself, Kyle brings a fresh perspective to the accounting world. We'll explore:\n- The benefits of integrating wealth management and accounting services\n- How non-traditional backgrounds can lead to innovative approaches\n- Candid insights into client feedback that CPAs rarely hear\n- Strategies for delivering the integrated advice clients truly want\n(Originally recorded on August 1, 2024, on Earmark Webinars+)\nChapters\nGet CPE for this episode\nhttps://earmark.app/c/1686\nSign up to get free CPE for listening to the Earmark Podcast\n\nhttps://earmarkcpe.com\nDownload the Earmark CPE App\n \nApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728\nAndroid: https://play.google.com/store/apps/details?id=com.earmarkcpe.app\n\nConnect with Our Guest, Kyle Walters\nLinkedIn: https://www.linkedin.com/in/kyledwalters\nConnect with Blake Oliver, CPA\n\nLinkedIn: https://www.linkedin.com/in/blaketoliver\nTwitter: https://twitter.com/blaketoliver/","thumbnail_url":"https://img.transistorcdn.com/8ohxTjDhJOZqCM5IAZL4DtDeuhT4W3hUTWFCn0EEBS0/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS81ZTUz/NzZkMzMxNjFmMmJh/NDQyOTg1MDk0YmE4/MmY2OS5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}