#optimizedadvisor - Twitter Hashtag

over 3 years ago

Mark McGaunn is pleased with the "slow and steady" organic growth he has achieved via our CPA Alliance. #growthmindset #EliteCPA #TaxTwitter #Accounting #CPA #OptimizedAdvisor https://t.co/fCqkYk9LvH @acketyack

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Integrated Partners @Integrated4FAs

over 3 years ago

As the Thanksgiving holiday comes, one topic of conversation can be growth in this upcoming year. How will you as an advisor grow your practice? Our @PaulSaganey and @HomerSmith_KWP have some ideas. https://t.co/iKxe4uxnfG #EliteCPA #OptimizedAdvisor #TaxTwitter

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Integrated Partners @Integrated4FAs

over 3 years ago

.@AccountingToday featured our @PaulSaganey and @HomerSmith_KWP's @ScribePubCo book about how financial advisors and #CPAs can best collaborate https://t.co/mmuMOvs1SV #EliteCPA #OptimizedAdvisor #TaxTwitter

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Integrated Partners @Integrated4FAs

over 3 years ago

.@PaulSaganey detailed how “our advisors who work closely with CPAs are able to take their practice to the next level by working with fewer, wealthier clients and business owners" via @wealth_report re: his new book. https://t.co/cZN2060hSg #EliteCPA #OptimizedAdvisor #TaxTwitter

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Integrated Partners @Integrated4FAs

over 3 years ago

A trick to find new clients is to create a web of which firms their business interacts with, focusing particularly on those with longevity. Learn more in our @PaulSaganey's @ScribePubCo book. https://t.co/coWnSmmIah #taxes #Accounting #TaxTwitter #OptimizedAdvisor #EliteCPA #CPA

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Integrated Partners @Integrated4FAs

over 3 years ago

Advisors can help #CPAs uncover more opportunities for their clients by doing a sort of discovery process with CPAs. Learn more via our @PaulSaganey's @ScribePubCo book https://t.co/coWnSmmIah #Accounting #taxes #TaxTwitter #EliteCPA #OptimizedAdvisor

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Integrated Partners @Integrated4FAs

over 3 years ago

#CPAs and financial advisors can be two peas in a pod like Lennon and McCartney. We've seen it over the last 25 years in our CPA Alliance. Our President @PaulSaganey shares his insights in his @AccountingToday article: https://t.co/kSyuKbS7Zg #EliteCPA #OptimizedAdvisor

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Integrated Partners @Integrated4FAs

over 3 years ago

We aim to elevate the industry & share our best practices. Our President @PaulSaganey & @HomerSmith_KWP discussed why they wrote their #OptimizedAdvisor #EliteCPA @ScribePubCo book. https://t.co/3xqtrgdZPI As Paul said, he wanted to share "what worked so well." #TaxTwitter

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Paul Saganey @PaulSaganey

over 3 years ago

We’re so excited to share these time-tested concepts with you. We’ve honed this process over the last 25 years to help advisors and CPAs be elite. I’m looking forward to hearing your thoughts. @HomerSmith_KWP #RussAlanPrince #EliteCPA #OptimizedAdvisor https://t.co/uEkvp3Nw9d

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Alexandra Zendrian

@azendrian

over 3 years ago

.@Integrated4FAs @PaulSaganey's @ScribePubCo book is a treasure trove of best practices for #CPAs and financial advisors to work together in an elite wealth management practice. https://t.co/l83BhWm3b5 #EliteCPA #OptimizedAdvisor #TaxTwitter

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Integrated Partners @Integrated4FAs

over 3 years ago

1+1=3. That's what our @PaulSaganey has been able to create in bringing together #CPAs and financial advisors to make the all-star expert team for clients. https://t.co/2zLwaqJBlI“Optimizing-the-Financial-Lives-of-Clients” #accounting #EliteCPA #OptimizedAdvisor #TaxTwitter

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Integrated Partners @Integrated4FAs

over 3 years ago

Our President & Founder @PaulSaganey outlines the four steps to building an elite practice. What does the success of your CPA practice have to do with Nike and Adidas? Find out via @AdvPerspectives #EliteCPA #OptimizedAdvisor #TaxTwitter #CPA #Accounting https://t.co/y6bP9tSdKM

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Andree Mohr @amohr_24

over 3 years ago

Our President & Founder @PaulSaganey outlines the Four Steps to Building an Elite Practice in the article below. “What does the success of your CPA practice have to do with Nike and Adidas?” Find Out via @AdvPerspectives #EliteCPA #OptimizedAdvisor https://t.co/51I0WGqcLS

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Homer Smith @HomerSmith_KWP

over 3 years ago

Give clients the value they deserve by building meaningful partnerships with financial advisors instead of the normal exchanging of clients. While there is no one size fits all solution, this book will help you get started! https://t.co/PWKi3w2Tk5 #OptimizedAdvisor #Accounting

HomerSmith_KWP's tweet photo. Give clients the value they deserve by building meaningful partnerships with financial advisors instead of the normal exchanging of clients. While there is no one size fits all solution, this book will help you get started!

https://t.co/PWKi3w2Tk5

#OptimizedAdvisor #Accounting https://t.co/q305XoeoG9

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Integrated Partners @Integrated4FAs

over 3 years ago

On 11/1, our @PaulSaganey's @ScribePubCo book with gems of wisdom re: successfully constructing the #CPA & financial advisor relationship to the client's benefit launches. There are 5 models to pick from. https://t.co/coWnSmmakJ #OptimizedAdvisor #Accounting #Taxtwitter #EliteCPA

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Integrated Partners @Integrated4FAs

over 3 years ago

No matter which #CPA-FA partnership model is used, ensure clients aren't handed off between experts. In Chapter 4 of @PaulSaganey's @ScribePubCo book, he says CPAs must remain in charge and involved. https://t.co/coWnSm4yW9 #accounting #TaxTwitter #OptimizedAdvisor #EliteCPA

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Integrated Partners @Integrated4FAs

over 3 years ago

Continuing our look back on #CPA wisdom from @PaulSaganey ahead of his @ScribePubCo book release, @StratosWealthAG's Jeff Concepcion gave high praise to our CPA Alliance https://t.co/kKWY4kYmdf #Accounting #TaxTwitter #OptimizedAdvisor #EliteCPA

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Homer Smith @HomerSmith_KWP

over 3 years ago

In anticipation of @HomerSmith_KWP and @PaulSaganey @ScribePubCo #OptimizedAdvisor #EliteCPA book launch on 11/1, a quick look back at an article from this July on how Elite Wealth Management is not just for the super-rich! https://t.co/5Hy2rcpETy