Ready to explore the world of finance and advisory through the lens of experts who are steering the industry’s future?
In this episode of The Disruption Blueprint Podcast, Shannon Spotswood sits down with Jim Sumpter, CFP®, and founder and CEO of CMC Financial.
This conversation takes you on a journey from Jim’s early days as an advisor, and his transformative personal experiences, to how he’s navigating and capitalizing on some of the most exciting growth trends defining the financial advisory industry today.
With a focus on integrating advanced tax planning into financial advisory and the analytical research backing it, listen in for an insightful discussion that bridges heartfelt personal narratives with cutting-edge professional strategies.
Jim discusses:
- The rise of comprehensive tax planning in financial advisory
- The strategic partnership between financial advisors and CPAs, analyzing the impact on client service and business growth
- The importance of family and personal experiences in shaping professional services
- Strategies for multi-generational engagement and client retention in the financial advisory practice
- How successful integration of tax planning into financial advisory can significantly enhance client value and service diversity
- Why investing in your education and embracing lifelong learning are key to staying ahead in the rapidly evolving financial advisory landscape
- How establishing a multi-generational client base not only secures a long-term business model but can also position advisors as pivotal figures in financial legacy planning
- How going independent helped him be authentic in his advisory practice
- And more!
Tune in for Jim’s story about empowering his financial advisory practice to meet the evolving needs of today’s and tomorrow’s clients.
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