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.”


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