That's a bit of a surprise: we can't predict everything. We need to be OKAY with changes.
Thinking about going solo or starting your own practice sometime in the next year? Looking at the first month as an independent professional, this miniseries of special monthly episodes continues to outline the stages of a sample journey into the so-called 'gig economy'. Our guest David Peters discusses how to develop partnerships and raise awareness.
Talking Points.
- Logistics
- Telling people about what you do
- Branding
- Finding Clients
- Legal Entities
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. He also hosts the Accountable podcast. 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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