PLAY PODCASTS
Financial Planning: Integration Made Easy
Episode 98

Financial Planning: Integration Made Easy

The Unique CPA

April 4, 202330m 37s

Audio is streamed directly from the publisher (pscrb.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

Things are changed up on Episode 98 of The Unique CPA as Randy co-hosts with past guest Stephen Vono. Together, they talk with John Pastore of Integrated Financial Partners, discussing the importance and profitability of integrating financial planning services into your accounting practice, and the process IFP has developed with the goal of making it a seamless process.

Get the full show notes and more resources at TheUniqueCPA.com