Season 2
Episodes
Why I Made the Move and What I'd Tell Every Tax CPA with Mary Dovel
CPA and financial advisor Mary Dovel joins Brianne Smith Hart to share why she left traditional tax work to build her own CPA and financial planning practice - and what it's actually like on the other side. They talk...
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AI's Role in the Future of Financial Planning with John Pastore
The Executive Vice President and the Business Development Manager of Integrated Partners join Brianne Smith Hart to talk about where AI is headed in financial planning — how it can make advisors and CPAs more...
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