The HABU Accelerator Podcast

Ep008: Engaging clients through an advisory approach with Nick Burgess

November 29th, 2022  •  26 mins 18 secs  •  Download (18.1 MB)  •  Link with Timestamp

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On this edition of the Advisory Accelerator Podcast, we connect with Nick Burgess of the Burgess Financial Group to discuss how his firm partners with CPAs to help expand the capabilities of their existing tax practice. By partnering with Burgess, CPAs are able to add expertise to their in-house personnel, allowing them to engage their clients through a more holistic and advisory minded approach.

With the incredible complexity of today's tax code, no individual CPA can ever expect to have all the answers. That's why more and more firms are partnering with Burgess to ensure that nothing is falling through the cracks when it comes to providing key clients with proactive estate planning strategies.

Take a listen to learn more about what it takes to accelerate your firm's advisory practice."