Ep. 13 - Jeff Leppert & Kevin Holt: On the Integration of a Tax Practice and Insurance Agency with Wealth Management

16 Ways from Sunday

English - April 04, 2019 18:14 - 1 hour - 131 MB - ★★★★★ - 19 ratings
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Previous Episode: Ep. 12 - Mark Mersman & Andrea McGrew: On the Financial Gap - What it Means to be UnNiched

Next Episode: Ep. 14 - Sangram Vajre: On Funnel Flipping, Account Based Marketing, and the Secret Formula for Category Leadership

In this episode of 16 Ways from Sunday, Jeff Leppert and Kevin Holt discuss the evolution of their practice and how they executed on a vision to have multiple services under one roof. They detail their strategy behind building a wealth management firm that also marries together a full service insurance agency (property/casualty, health, medicare), tax practice, along with a strategic legal partnership all under one roof. They discuss acquisition, transition, and their commitment to the ultimate client experience.