Ep 025: Leveraging A TAMP To Roll Out Wealth Management Services In A CPA Firm with Tim Delaney
Tim Delaney had a bit of a different journey into financial planning, but his 23-year career as a CPA was excellent training. After a few years doing both taxes and planning, clients started telling him they slept better at night because of his help managing life's financial ups and downs.
In this episode, Tim shares the negative investing experience that made him want to focus on a no-selling value proposition, and how he learned not to over-explain the planning process to clients.
Be sure to listen to the end, where Tim describes the essential partnerships along the way that have allowed his business to flourish and weather several recessions, all while providing clients with excellent service.
Get the full show notes and transcript for this episode at: www.kitces.com/25
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Tim Delaney had a bit of a different journey into financial planning, but his 23-year career as a CPA was excellent training. After a few years doing both taxes and planning, clients started telling him they slept better at night because of his help managing life's financial ups and downs.
In this episode, Tim shares the negative investing experience that made him want to focus on a no-selling value proposition, and how he learned not to over-explain the planning process to clients.
Be sure to listen to the end, where Tim describes the essential partnerships along the way that have allowed his business to flourish and weather several recessions, all while providing clients with excellent service.
Get the full show notes and transcript for this episode at: www.kitces.com/25
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