Building Sustainably and Synergies with Wealth Advisory with Owen Pryor & Steve Blake
The Big 4 Transparency Podcast · Dominic Piscopo
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Show Notes
In Episode 85 of the Big 4 Transparency Podcast, host Dominic Piscopo speaks with Owen Pryor and Steve Blake from Evans May Advisory. They discuss the unique synergies between their advisory and wealth management services, emphasizing a client-centric approach that alleviates burdens from clients. The conversation covers their growth strategies, niche markets, innovative pricing models, and the importance of investing in future generations of accountants through internships and community engagement.
Connect with Steve and Owen:
Steve’s LinkedIn: https://www.linkedin.com/in/sblake2/
Owen’s LinkedIn: https://www.linkedin.com/in/owenpryorcpa/
Get in touch with me:
Website: https://www.big4transparency.com/
Newsletter: https://big4transparency.beehiiv.com/
Email: [email protected]
Twitter: https://twitter.com/B4Transparency
LinkedIn: https://www.linkedin.com/in/dopiscopo/
Book A Demo: https://calendly.com/dom-zgw/big-4-transparency-demo-referral