Financial Advisors and Accounting Firm Acquisitions – Understanding the Bigger Picture with Todd Steinberg and Shannon Hay

24/01/2025 32 min
Financial Advisors and Accounting Firm Acquisitions – Understanding the Bigger Picture with Todd Steinberg and Shannon Hay

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Episode Synopsis

On this week’s episode of Quantum Growth for Financial Advisors, we shift gears towards the accounting firm industry and delve into a concept that is one of the core focuses of Kuttin Consulting Group - accounting firm partnerships.  Today, we take it a step further and talk about accounting firm acquisitions as it relates to wealth
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