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CPA Trendlines Podcasts

CPA Trendlines Podcasts

By: CPA Trendlines
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Exclusive information. Extraordinary insight.

See all podcast episodes here: https://cpatrendlines.com/category/podcast/

CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions.

We use a time-tested, quality-proven, proprietary blend of data, analysis, community, experience, and imagination to produce extraordinary value for our clients.

Elite decision-makers from all over the world look to CPA Trendlines for trusted advice, bold insights, and confidential access to exclusive intelligence and decision support.

You’ll stay more focused, save time, grow revenue in a fast-changing global digital environment, and sleep better at night. Guaranteed.

Facts. Figures. Insights. Implications.

Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends.

We are dedicated to delivering the actionable intelligence that tax, accounting, and finance professionals need in order to identify and act on emerging issues and opportunities.

We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives.

Our reports are relevant, timely, and to-the-point, providing the most essential information, and are digestible often in under an hour.

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Episodes
  • Crosby, Johnston: A Human-First, Tech-Forward Future | Holistic Guide to Wealth Management

    Crosby, Johnston: A Human-First, Tech-Forward Future | Holistic Guide to Wealth Management
    Jul 14 2025

    Research shows that money activates more areas of the brain than sex, death, politics, or religion.

    By Rory Henry CFP®, BFA™

    For CPA Trendlines

    A recent McKinsey study found that the demand for holistic financial advice increased 60% from 2018 to 2023. Meanwhile, another McKinsey study projected a shortage of 100,000 financial advisors by 2034. That gap is leaving a massive opportunity for CPAs to step up as holistic advisors.


    • MORE Rory Henry and The Holistic Guide to Wealth Management
    • BUY the Holistic Guide to Wealth Management


    A recent Holistic Guide to Wealth Management book panel discussion with two industry luminaries showed that CPAs who are in the best position to thrive as holistic advisors are those who use technology to deliver deeper planning and relationship-driven advice.


    “Traditional econometric models were all predicated on this idea that people were rational,” noted psychologist, author, and behavioral finance expert, Dr. Daniel Crosby. “What we actually know is that it is perhaps least true of us when it comes to money.”

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    48 mins
  • Go PRO: Get full sitewide access with today's best offer

    Go PRO: Get full sitewide access with today's best offer
    Jul 14 2025

    Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership—your all-access pass to premium insights, strategies, and tools designed just for YOU!

    See today 's best PRO offers here.

    Get exclusive access – Over 10,000 articles, tools, and expert guidance—keeping you ahead of the curve in practice management, growth, and industry trends.

    Enjoy VIP perks – Be the first to get new content, receive special handling on orders, and unlock priority concierge service just for PRO members.

    Save big– In the CPA Trendlines Shop, plus deep discounts on membership plans!

    And here’s a bonus: New PRO members receive welcome gifts worth over $300!

    Stay informed – With exclusive member surveys, studies, and expert insights that help grow your firm and boost your success!

    More support, more value, more power for your practice!

    Upgrade today at CPA Trendlines and start maximizing your potential!
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    1 min
  • Reza Hooda: Model a 7-Figure Firm in 10Hrs/Week | The Concierge CPA

    Reza Hooda: Model a 7-Figure Firm in 10Hrs/Week | The Concierge CPA
    Jul 14 2025

    Building a firm should provide time, money, and freedom.


    The Concierge CPA

    With Jackie Meyer

    For CPA Trendlines


    In this conversation, Dr. Jackie Meyer, CPA and Reza Hooda, Coach & Mentor to Accountants with The Profitable Accountants Community, discuss the transformative journey of Hooda from a traditional accounting background to modernizing his practice through value pricing and effective client engagement strategies.


    • More Jackie Meyer

    They explore the importance of pricing psychology, positioning, and the four pillars of success in building a thriving accounting firm. Reza shares his insights on the challenges faced by accountants and the necessity of niching down to attract the right clients. The discussion also touches on the impact of mentorship and continuous learning in achieving business growth and personal freedom.

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    34 mins

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