CPA - medium firm
CPA - large firm
This webinar is specifically for CPAs who service the personal tax situation of successful business owners, entrepreneurs, and executives.
This session will focus on the often-overlooked emotional aspects of wealth, providing you with the tools and understanding needed to serve your top clients better. Too often, CPAs with valuable insight and experience aren’t getting a seat at the table when advising their affluent clients. We are sharing the tools to change that.
Alex Bean, a co-founder of Divvy, experienced the logistical and emotional complexities firsthand when selling his business to BILL.com back in 2021. He found a team of competent advisors who knew how to handle the logistical sides of money but had minimal insight into the paradoxical emotional baggage the money brought.
In this webinar, Alex will explore three critical pillars:
- Purpose: The role of wealth in supporting personal and philanthropic endeavors and how CPAs can help clients find meaning and fulfillment beyond their financial success
- Relationships: The impact of wealth on personal relationships and family dynamics and how to support clients navigate complex family financial issues and foster healthy communication
- Legacy: The importance of legacy planning for high-net-worth individuals and how CPAs can guide clients to create a lasting impact through thoughtful estate planning and charitable activities
This transformative session promises to equip you with the knowledge and skills to become a strategic advisor who can guide clients through the multifaceted journey of succeeding with wealth. Don’t miss this opportunity to enhance your professional practice and profoundly impact your clients' lives.
Learning Objectives:
- Determine how to evolve from a traditional CPA role into a trusted strategic advisor, offering holistic advice that encompasses both financial and emotional well-being for your clients
- Recognize the psychological and emotional challenges that high-net-worth clients face, including the stress and responsibilities associated with managing substantial assets
- Identify how to support clients in managing the paradoxically complex situation wealth brings with direction and purpose, family and important relationships, and leaving a lasting impact
Alex Bean
The Factory
Founding Partner
[email protected]
In 2016, Alex Bean co-founded Divvy, an expense management software, and spent the next four years pouring everything he had into the business. At the beginning of 2021, they sold Divvy to BILL.ccom for $2.5b.
After selling the business, Alex realized that wealth comes with many complexities, both logistical and emotional, that people don’t talk about. When he’s not running his Venture firm, he’s talking to groups about navigating the emotional side of wealth.
You can find his latest book on Amazon – Factory for Good: The Pitfalls of Prosperity and How to Avoid Them.
About Our Presenter
A factory has three parts–inputs, machinery, and outputs. The Factory is the machinery that converts the inputs of time, energy, and money into the outputs of strong relationships, peace of mind, and happiness.
This happens through handling the logistical side of wealth–investments, taxes, and legal. The Factory partners with top-tier practitioners to handle the actual logistics of wealth.
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