By utilizing your existing client base you can become the trusted advisor they have always wanted. J.P. Morgan did a survey of thousands of their clients and found that of all the advisors their clients deal with, their clients said that their CPAs are by far their most trusted one they deal with on an annual basis. This choice was far above that of their Attorney's, Insurance Agents, Financial Advisors, Pastors, Financial Planners and their Bankers.
As a CPA, your clients look to you for guidance and expertise, whether it is managing finances, assessing investments, making important decisions about their life, or tax planning, they look to you to provide sound advice and reliable service. By taking the consultative approach and asking questions to understand their needs, you can provide meaningful, tailored advice and insight. Come learn how to take that next step to be the Trusted Advisor your client needs and wants.
ISCPA is always working for you and creating ways for you to get involved and maximize your membership investment. Yes, there are always meetings on your calendar. Yes, there is a deadline looming and you have errands to run. With so many demands on your time, it's difficult to focus on you. However, if you don't take the time to expand your abilities and push yourself to grow, who will? You've made the financial investment, now make the personal investment - and take advantage of everything ISCPA has to offer you.Welcome to the 2023 ROI Series
10 Complimentary CPE Credit
For ISCPA Leaders, Change Makers & Innovators!
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- Test your computer/device for compatibility with virtual meeting space well in advance of your webinar
- You will be able to download the materials the morning of the event from the meeting room
Michael Patrick is a senior wealth advisor with a long history of helping clients navigate to their dreams and financial future. After serving 22 years in the US Military and 19 years as a wealth advisor, he brings a unique set of skills to guide his clients to their future.
Michael has helped clients at Merrill Lynch, J.P. Morgan and MassMutual and has helped them weather several economic cycles. Michael always says it's about the journey not the destination. In other words, life has many paths and how you travel those paths will affect how happy you are and how satisfied you'll be with your future.
Michael is married to Kerrie and have a married daughter and one granddaughter who also live in the area.
Michael is active with Wyakin Warriors, helping veterans negotiate from military service, through higher education and transition to the civilian work force.