Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing How He Serves CPAs, Interviewed on Influential Entrepreneurs Podcast 1

Todd Smith discusses his mission to impact and improve the Financial Lives of others by maximizing their potential – both personally and professionally.

Questions covered in this interview include:

  1. What does a 21st Century accountant practice look like?
  2. What common challenges do accountants face?
  3. How can we help improve an accountant’s business and life?

Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-he-serves-cpas/ 

Todd explained that: “With today’s hectic lifestyles, it’s tough to find the time, the interest, or expertise to navigate the myriad of financial trials you face at different junctures in your life. That is where we come in. We are dedicated to maximizing the potential of our clients, staff, and community. We work with our clients to identify their core values and design creative solutions and strategies that are consistent with them using a propriety 5 step proactive process within a family office ecosystem. This is equally synergistic for our strategic partnerships with accountants who want a comprehensive business solution to easily extend their capabilities. We provide the people, processes, back-office systems, compliance, and expertise so they can focus on working with clients and growing their practice efficiently.”

Video Link: https://www.youtube.com/embed/P8J3a19KJcI

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: http://www.level5financial.com/

LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation

Media Contact
Company Name: Marketing Huddle, LLC
Contact Person: Mike Saunders, MBA
Email: Send Email
Phone: 1-888-467-6374
Country: United States
Website: https://www.AuthorityPositioningCoach.com

Leave a Reply

Your email address will not be published.