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: What is a family office? How can it improve an accountant’s business? How does it improve client service? Why is the referral model outdated? Listen to … Continue reading Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing How He Serves CPAs With a Family Office Ecosystem, on Business Podcast