A lot of folks are saying "I WANT to make that leap, I want to go out on my own".
Thinking about going solo or starting your own practice sometime in the next year? This is the first in our miniseries of special monthly episodes, a useful companion on the journey. Our guest David Peters discusses making the decision to go out on your own.
Talking Points.
- Seeing a perceived need.
- Willingness to risk everything and give up the safety of corporate life.
- Building bridges rather than burning them.
- Making plans for your exit & a business plan.
Our Guest. David Peters is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), with over fifteen years of experience in financial services. He was formerly the Chief Financial Officer of Compare.com and has been a financial advisor since 2015. He holds master's degrees in accounting, business administration, and financial services and is pursuing a Ph.D. in Financial Planning & Retirement Income at The American College. He is currently a continuing education instructor for the American Institute of Certified Public Accountants, Surgent, and Kaplan Professional, and the President and owner of David Peters Financial Group Inc, Peters Tax Preparation & Consulting PC, and Peters Financial LLC. Connect with him on LinkedIn.
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About Our Podcast. These conversations with expert guests are recorded by different AICPA & CIMA team members from our offices around the world. While the sound quality may vary, we hope that the insights will be consistently useful.
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