Financial Advisor Success cover image

Ep 482: Growing To $500M AUM In 7 Years by Connecting with Your Ideal Clients on LinkedIn with Justin Brownlee

Financial Advisor Success

00:00

Weighing outsourcing versus bringing tax in-house

Justin discusses why they chose an external CPA initially and may revisit insourcing as the firm grows.

Play episode from 01:11:54
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app