Brannon is the founder of Poe Group Advisors & Accounting Practice Academy. He is also a returning guest on the show!

Poe Group Advisors is based out of Charleston, SC. The group is known for their processes surrounding facilitating the buying and selling of CPA firms.

We enjoy an annual conversation with Brannon about M&A and his expertise in the buyers and sellers market of accounting firms. Join us for the 2023 version as we talk with Brannon on how he sees the market reacting to a post-COVID era and trends associated with the world we all live in today.

Today we talk through how to think about your own wealth. The listener should be asking themselves a simple question: How are you thinking about the wealth YOU are creating?

We welcome Colleen, a Certified Financial Planner, at IG Wealth Management on today’s show. Colleen shares a wealth of knowledge (literally) about her experiences in the financial planning realm. She shares an outside approach to planning, especially for firm owners.

The conversation today is less focused on partnerships, referrals, or adding wealth management to a practice, and more focused on those running the practice and how their wealth management is on a personal level.

Colleen kicks us off by saying: ‘Every wealth [management] person wants to partner with them [firm owners], but no one asks how they are doing.’