Welcome back to another episode of Quantum Growth for Financial Advisors! In this episode, Jon Kuttin welcomes back Joe Licciardi, Managing Director of Torchpoint Advisors, for the third and final installment of their three-part series. After a big-picture look at the convergence of wealth management and accounting in part one and an accounting-firm growth playbook
Welcome back to another episode of Quantum Growth for Financial Advisors! In this episode, Jon Kuttin welcomes back Joe Licciardi, Managing Director of Torchpoint Advisors, for the second installment of their three-part series — this time going deep on what actually drives growth inside a CPA firm. Joe lays out Torchpoint's four pillars of accounting
Welcome back to another episode of Quantum Growth for Financial Advisors! In this episode, Jon Kuttin sits down with Joe Licciardi, founder of Torchpoint Advisors, for the first installment of a three-part series exploring the accelerating convergence of accounting and wealth management. Jon and Joe reconnected through their shared background in the lacrosse community, and