Audio Podcasts Series

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PROACTIVE & HOLISTIC PLANNING USING A VIRTUAL FAMILY OFFICE MODEL

PROACTIVE & HOLISTIC PLANNING USING A VIRTUAL FAMILY OFFICE MODEL

  • Christopher Rivera
  • 02 Sep 2021
  • 54

Our experts Chris Rivera and Anton Anderson have discussed Proactive and holistic planning using a virtual family office model in this podcast. Watch here to learn more.

OFFSHORING AND FUTURE FIRMS

OFFSHORING AND FUTURE FIRMS

  • Christopher Rivera
  • 19 Aug 2021
  • 101

Our experts Chris Rivera and Ryan Lazanis have discussed offshoring and how this can help them build in future firms in this podcast. 

TAX, LABOR ISSUES, ECONOMICS & IMPORTANCE OF LEGISLATIVE ENGAGEMENT

TAX, LABOR ISSUES, ECONOMICS & IMPORTANCE OF LEGISLATIVE ENGAGEMENT

  • Christopher Rivera
  • 05 Jul 2021
  • 240

Our experts Chris Rivera and Jared Van Arsdale have discussed tax, labor issues, economics, and the importance of legislative engagement in this podcast.

CAS AND LEVERAGING DATA FOR ANALYSIS

CAS AND LEVERAGING DATA FOR ANALYSIS

  • Christopher Rivera
  • 14 Jun 2021
  • 260

Our experts Chris Rivera and Jim Hall have discussed CAS and leveraging data for analysis in this podcast. Watch here to learn more.

LEAD GENERATION & EFFICIENT CONSULTATIVE SELLING FOR ACCOUNTING FIRMS

LEAD GENERATION & EFFICIENT CONSULTATIVE SELLING FOR ACCOUNTING FIRMS

  • Christopher Rivera
  • 02 Jun 2021
  • 321

Our experts Chris Rivera and Tyler S Clark discussed lead generation and efficient consultative selling for accounting firms in this podcast.

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