A CPA's Guide to Adding Financial Planning
Автор: Collective by DBA
Загружено: 2025-09-01
Просмотров: 168
Matt Kidd joins us and shares how he transformed a traditional 1040 firm into a hybrid practice offering both tax services and wealth management after acquiring a $400K firm at age 26. He breaks down the practical steps of adding an RIA to your CPA practice, from choosing between broker-dealers and registered investment advisories to navigating compliance requirements and team buy-in. Matt also discusses his strategy of trading high-volume tax clients for higher-value financial planning relationships and why the "good enough" mentality has been crucial to his firm's evolution.
Connect with Matt Kidd
https://www.blundenkidd.com/who-we-ar...
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Introducing Collective by DBA
https://collective.cpa
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Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
/ dillonbusinessadvisors
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