Podcast Episodes
Back to SearchGeorge Kinder: Here’s Why You Want to Put Vision Before Numbers | Holistic Guide to Wealth Management
Season 6
Trust outlasts spreadsheets.
By Rory Henry CFP®, BFA™
For CPA Trendlines
Like CPAs, financial planners have long been associated with numbers people. Th…
1 year ago
Meet Your New Boss: Gen Z Is Already Reshaping Accounting Firms | Accounting Influencers
Season 6
Zoomers expect clarity, equity, and purpose—and they’re not afraid to walk if firms don’t deliver.
Accounting Influencers
With Rob Brown
By 2025, one i…
1 year ago
4ImpactData: 10X Your Advisory. Not Your Headcount.
Season 6
Stop reacting. Start Guiding.
Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory.
T…
1 year ago
Steven Ladd: Advisory Starts with Empathy, Not Expertise | It's Not Just the Numbers
Season 6
By starting with conversations and clean books, accountants can deliver clarity, confidence, and real results.
It's Not Just the Numbers
With Penny Bre…
1 year ago
4ImpactData: 10X Your Advisory. Not Your Headcount.
Season 6
Stop reacting. Start Guiding.
Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory.
T…
1 year ago
4ImpactData: 10X Your Advisory. Not Your Headcount.
Season 6
Stop reacting. Start Guiding.
Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory.
T…
1 year ago
Jay Schwedelson: Stop Playing It Safe | Gear Up For Growth
Season 6
Four key strategies show how firms can lead with value, optimize for AI, test strategies, and show more humanity to win clients.
Gear Up for Growth
Wit…
1 year ago
Bootleggers, Baptists, and CPAs: Rethinking Licensure in the Profession | ARC
Season 6
The accounting profession faces a reckoning as leaders debate whether CPA licensure protects the public—or stifles innovation and diversity.
Accountin…
1 year ago
Werner: Tax-Free Tips? Not So Fast | Quick Tax Tip
Season 6
A campaign promise turns into tax code reality—but only for a limited time.
Quick Tax Tip
With Art Werner
CPE Today
On the latest Quick Tax Tip, tax guru…
1 year ago
4ImpactData: 10X Your Advisory. Not Your Headcount.
Season 6
Stop reacting. Start Guiding.
Move from Historian to Navigator with an AI-powered Business GPS platform purpose-built for growing CPA firm advisory.
T…
1 year ago