Steven is joined this week by Bryan Eberle of Nepsis Inc. Bryan spent decades working in and around the CPA world before joining a wealth management firm to oversea the integration of tax into their client service. Bryan shares insight from working with over 250 CPA firms throughout his career about the power of making sure everyone has a seat at the table when it comes to effectively serving clients and making sure their specific goals are ultimately accomplished.
https://zurl.co/SapV
