Ep 25: Amazing Strategy Rewards CPA-CFA Partners' Risk With Phillip Christenson and James Sexton


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By Prajin and Steven Jarvis. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Steven’s guests this Monday are Phillip Christenson and Jim Sexton of Phillip James Financial. Phillip, a CFA; and James, a CPA ,comprise an independent practice that provides both wealth management and tax preparation services.

A professional advisor-accountant partnership isn’t run-of-the-mill. But the surprising part is how they got their practice to where it is today: At one point, they made a conscious decision to lose 50% of their clients.

62 episodes