Bill Hecklick, EA

The CPA to FA Podcast

Business EN ↓ 3 episodes

The CPA to FA podcast will help CPAs, EAs and other tax professionals to add or grow wealth management services in your tax practice and take your business to the next level. Subscribe to the show, and get even more at our website, www. CPAtoFA.com.

Author

Bill Hecklick, EA

Episodes

EP 003: Should I Affiliate With a Corporate RIA? 23.07.2025 6:29

In this episode, we talk about the basic structure of affiliating with a corporate RIA rather than starting your own RIA. Many people think they lose control of their business by doing it this way, but that's simply not true. Find out if rolling up under a corporate RIA makes sense for you! Learn more about what we do at: www.cpatofa.com

EP 002: Starting Your Own RIA 14.07.2025 8:13

In this episode, we'll dive deeper into the process of starting your own RIA. Compliance, technology, custodians and more! Visit www.cpatofa.com to learn more about adding or growing a financial advice division inside of your tax practice!

EP 001: The Pros and Cons of Revenue Sharing Agreements with Financial Advisors 17.06.2025 11:12

In this episode, you'll learn more about revenue sharing agreements with financial advisors. How does a revenue sharing agreement work? How can I get a solicitation agreement? What licenses do I need to share revenue with a financial advisor? And, most importantly, what are some of the pros and cons of using a revenue sharing model? Visit www.cpatofa.com to learn more about adding or growing a fin...