This a podcast for Financial Advisors. It is dedicated to helping financial advisors build resilience in their business and personal life. Jay Coulter interviews industry leaders to find the best practices of today's top performers. Topics cover every aspect of the financial services industry so that listeners can stay on top of this rapidly changing industry. More information can be found at www.resilientadvisor.com.
Most advisors struggle to build meaningful relationships with CPAs. Shelly Bykat, CPA comes on the show to share her best practices for building relationships with CPAs.