{"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":3792,"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:- The benefits of integrating wealth management and accounting services- How non-traditional backgrounds can lead to innovative approaches- Candid insights into client feedback that CPAs rarely hear- Strategies for delivering the integrated advice clients truly want(Originally recorded on August 1, 2024, on Earmark Webinars+)ChaptersGet CPE for this episode https://earmark.app/c/1686Sign up to get free CPE for listening to the Earmark Podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Kyle WaltersLinkedIn: https://www.linkedin.com/in/kyledwaltersConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/","thumbnail_url":"https://img.transistorcdn.com/TNPq5NE-0g0TSmtT3kxAHa7umpzjCzmnYBYSDwQxmA8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzIxNTI1LzE2ODcx/OTA3MzYtYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}