The Organic CPA was created to meet the need for clear, unbiased, engaging, fact-based financial education, resources, and services.
“Instead of trying to outspend, outsell, or outsponsor competitors, try to out-teach them.” Jason Fried from Rework
The mission of the Organic CPA podcast
The mission of the organic CPA podcast is to bring to light all the different sources of advisory services that you as the trusted advisor can provide to your clients. We all understand that we cannot be everything to everyone. However, you as the trusted advisor are looked to for all different sources of financial in information
We have developed several avenues for you to increase your advisory services business. In order to survive in this business world we all must evolve and provide additional services to our clients that they desperately need and may be asking you for.
Hence the financial compass. As you can see the compass describes numerous advisory services that you can offer your clients. Some are very basic to our industry such as tax planning, others are more complicated and require some education and learning. I am not here to force you into being an expert on these sources.
We will hold periodic short podcasts introducing you to each of these new advisory services over the next few months. Included in these podcasts will be guest experts in each of these areas. The goal is not to make you an expert but to give you an outlet to provide these advisory services to your clients and get paid for your knowledge and access.
Join us and continue to be the most trusted advisor that your clients desperately need.
