Expanding a Thriving Tax Practice

Michelle Melton, Communications Specialist
August 14, 2018

1st Global President David Knoch sat down with Scott Powell of Arrow Advisory and Jody Padar of The Radical CPA at the AICPA Engage conference in Las Vegas to discuss growth strategies for successful CPA wealth management enterprises.  

They discussed professional development and firm growth initiatives, including:

  • Leveraging technology to help scale a business
  • Growth-oriented education and networking through 1st Global’s Wealth Management Instruction and Networking (WIN) program
  • Advocating on behalf of legislation and regulatory reform
  • The importance of financial planning for the next generation of CPAs

 

Arrow Advisory has offered wealth management services through its affiliation with 1st Global since 1999.  

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