The industry has experienced many disruptions and changes in the last few years. Some of those changes have entirely shifted the way we spend our time every day. Given the evolving landscape, do you find yourself struggling to keep up with what’s expected by clients while also anticipating their needs and differentiating your practice?

In this session, Brian Leitner, Managing Director of Wealth Solutions at Mariner Wealth Advisors, gives his perspective on how the industry will continue to evolve. Brian will provide insights and tips on how CPAs can position themselves to capitalize on future opportunities as well as provide an overview of the Mariner Wealth Advisors CPA Alliance Program and how Mariner Wealth Advisors partners with CPAs across the country.

Learning Objectives:

• Identify which Key Performance Indicators (KPIs) CPAs may want to focus on to enhance their practice


• Recognize actionable advice such as how to engage the non-financial spouse, re-evaluate how to engage with clients, and how to leverage data


• Describe how Mariner Wealth Advisors partners with CPAs to offer comprehensive wealth management services to their clients


• Give examples of how CPAs can grow and scale their practice, stay competitive, build stronger client relationships, and create recurring revenue