Introducing Profit & Practice

In this episode, Joe Popper, founder of Popper Tech Team, joins us to talk about cybersecurity, IT and AI in the wealth management space. As technology failures and security breaches become make-or-break business problems, Joe shares real-world cautionary tales and actionable frameworks for impleme…

In this episode of Profit and Practice, host Max Holvik speaks with Catherine Tindall, a CPA and the principal of Dominion Enterprise Services. Max and Catherine dive deep into the weeds of financial management, tax optimization, and partnership accounting. While wealth management firm financials a…

In this episode of Profit & Practice, host Max Holvik sits down with Darci Smith, founder of Roklyn Consulting, to discuss the complex and rapidly evolving landscape of recruiting within the RIA space. While many firms lament a "talent shortage," Darci explains why the industry is actually suff…