Episode 372: Eric Mangold - Increasing Revenue: The CPA-Financial Advisor Alliance

The Tech Talk for Accountants Show

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4M ago 53:50

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In this episode, I got to sit down with Eric Mangold, the founder of Argosy Wealth Management. We discuss the challenges CPAs face and how financial advisors can work collaboratively with accountants to benefit clients. We also talk about increasing revenue, AI, growing client portfolios, decreasing tax liability, and how financial advisors do things that most people might not realize, such as supporting clients during tough times. This episode is filled with valuable information and insights from start to finish and is one you don't want to miss!

Guest Information:

Eric Mangold - CWS Founder, Financial Professional

LinkedIn: https://www.linkedin.com/in/helpingphysicians/

Website: https://www.emangold.com/team/eric-mangold

Email: emangold@sfr1.com

Contact Andrew Lassise (Host):

Email: alassise@rushtechsupport.com

LinkedIn: https://www.linkedin.com/in/andrew-lassise/

Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support

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376 episode

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