Episode 52
How to Leverage a CPA Firm to Grow Your RIA Business
Modern Financial Advisor · Truelytics by Envestnet
January 26, 202151m 17s
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Show Notes
Brian Nuttall, Joe DeMarco, and Rick Wilkens of Elevate CPA Group join Mike Langford to share how their firm, which specializes in serving RIAs, helps a business achieve higher levels of growth.