Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing the Family Office Client Experience, Interviewed on Influential Entrepreneurs Podcast

Todd Smith discusses his mission to impact and improve the financial lives of Accounting and CPA firms by maximizing their potential – both personally and professionally.

Questions covered in this interview include:

  1. What is the client experience like?
  2. Who facilitates each step of the process?
  3. What is the process for this robust referral relationship?

Listen to the interview on the Business Innovators Radio Network:

Todd explained, “The Proactive Planning Process is an entirely different experience than a traditional tax-prep revolving around deadlines and compliance; this is a year-long relationship with a proactive, forward-looking approach. Our 5-Step Process includes: Diagnostic, Develop Team,  Deeper Dive, Educating on Options, Implement, Review/Repeat.”

About Todd Smith

After graduating from Hamilton College, Todd began his financial services career in the late 1990s working for Prudential Securities in NY. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms as well as larger financial corporations.

Since 2012, Todd has focused on working with accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. He founded Level 5 Financial responding to his deeply held belief that wealth management can be far more comprehensive and in how it meets the needs of its clients. Becoming independent gave him the freedom to innovate in order to best meet the needs of his clients. As a business owner and entrepreneur, himself, Todd enjoys designing imaginative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families.

Learn More:

Other News Stories:

Level 5 Financial Serves CPAs

The Level 5 Financial Family Office Ecosystem

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