The Innovative Accountant Podcast | Integrated Advisory by WealthCo
The wealth management industry is evolving and a client's most trusted advisor, their accountant, is going to lead this evolution. Hosted by Tim Coakwell, The Innovative Accountant Podcast is dedicated to helping accountants realize and capture their full potential by helping them build the wealth m… read more
#29 | Lisa Knight - Attract & Retain Executive Level Top Talent
May 24th, 2023
On this episode of the Innovative Accountant Podcast, we are focusing on an essential aspect of business success – attracting and retaining top-level executive talent. Joining us in this important conversation is Lisa …
#28 | Tim Jackson - The Foresight Initiative
March 29th, 2023
Join Tim Coakwell as he discusses the Foresight Initiative and CPA RoadMap with Shad Canada President & CEO, Tim Jackson on this month's Innovative Accountant Podcast.
#027 | Robin Esrock - The Great Canadian Bucket List
January 25th, 2023
On this episode of the Innovative Accountant, we are joined by Author, Journalist, TV Host, & Speaker, Robin Esrock. We talk about his journey to creating the best selling travel book, “The Great Canadian Bucket …
#026 | Jeff Dyck, Jordan Tanner & Ryan Mackiewich - Financial Planning for Family Businesses
October 13th, 2022
On today's Episode of the Innovative Accountant Podcast we will be conducting a round table discussion on the importance of financial planning for the affluent family and their businesses.
We are joined today by …
#025 | Stuart Smith - Cyber Security, Data Privacy, and Tech for CPA Firms
August 10th, 2022
On this episode of the Innovative Accountant we are joined byCo-Founder and Chief Technology Officer at Keyworks, Stuart Smith. We chat about …
#024 | Jamie L. Smith - Navigating the "Great Resignation"
July 13th, 2022
On this episode Tim is joined by Co-Founder and Chief Experience Officer of Amplify Advisors, Jamie Smith.
With nearly 20 years of accounting experience, Jamie has worked with organizations of all sizes (including …
#023 | Laurel Sim - Understanding Corporate Portfolio Management
May 26th, 2022
On this episode Tim is joined by VP of Portfolio Management at Taleo, Laurel Sim. Laurel is also co-host on the Mission Driven Leader Podcast that …
#022 | Ed Hoffman - Leadership Lessons from NASA
April 13th, 2022
Our guest joining Tim on the Innovative Accountant is former Chief Knowledge Officer of NASA, Ed Hoffman.
Dr. Hoffman is CEO, Knowledge Strategies, LLC. Knowledge Strategies is engaged in research, education, and …
#021 | Bryton Udy - Tactical Tips for Marketing Your Accounting Firm
March 9th, 2022
On this episode of The Innovative Accountant Tim is joined by Founder and CEO of At Heart Creative, Bryton Udy.
From hockey goalie, to country music artist and now entrepreneur, Bryton Udy has already lived out some …
#020 | Melanie Russell - Understanding the Value of Your Business
January 12th, 2022
On this episode of the Innovative Accountant Podcast, host Tim Coakwell is joined by Melanie Russell.
Melanie is the founder of Kalex Valuations Inc. and began professional practice in 1985, which includes several …
#019 | Jim Virtue - The Evolution of the Insurance Industry
December 8th, 2021
Host Tim Coakwell is joined by President and CEO of PPI Solutions, Jim Virtue, and shares insight in the the evolution of the insurance industry and …
#018 | Stacie Joosten - How Tech Is Transforming the Financial Services Industry
November 3rd, 2021
Host Tim Coakwell is joined by VP of Sales and Marketing for Conquest Planning, Stacie Joosten on this episode of the Innovative Accountant Podcast, where they talk about how tech is transforming the financial services …
#017 | Allison Maher - Building An Effective Family Office Practice
October 20th, 2021
On this episode Tim is joined by Allison Maher, the co-founder of Family Wealth Coach Planning Services, based in Calgary, Alberta.
Over the past 20 years, she has become the “Chief Legacy Officer” for many Canadian …
#016 | Sophie Blais - HR and Fostering Corporate Culture
September 1st, 2021
Tim is joined by WealthCo's CCO/COO Sophie Blais, on this episode of the Innovative Accountant Podcast. Sophie shares some insights and the tools …
#015 | Todd Coakwell - Understanding ESG (Environmental, Social, Governance)
August 4th, 2021
Tim is joined by his brother Todd, Senior Executive of Sustainability and ESG Disclosure at Nutrien, on this episode of the Innovative Accountant Podcast. Todd shares his experience and expertise on ESG (Environmental, …
#014 | Adrian Davis - Why Selling Isn't a Dirty Word
July 7th, 2021
Adrian Davis joins Tim is this episode of the Innovative Accountant Podcast and shares some valuable sales advice and even flips the script on the word "selling", uncovering why "Sales" isn't a dirty word.
Like you, …
#013 | Adrienne Duffy - Unique Ability and Business Vision
June 3rd, 2021
Adrienne Arlen Duffy, co-founder and partner of Big Futures Inc., is an innovative leadership coach, speaker, and consultant whose influence, …
#012 | Mark Bowden - Body Language and Zoom Tips
May 6th, 2021
Mark Bowden is an expert and author on body language and human behaviour. Bowden's nonverbal techniques for influence and persuasion have been described in the Canadian national press as a “secret weapon” for G7 …
#011 | Kim Moody - Tax Reform, Personal Style, and the Future of Accounting
April 1st, 2021
On this episode of the Innovative Accountant Podcast we are joined by, a progressive tax accountant, entrepreneur, innovator, educator, speaker, …
#010 | Scott Orth – Mindful Tools to Help CPAs Manage Stress During Tax Season.
February 16th, 2021
Scott Orth is a Resiliency and Productivity Coach and founder of Mindful Wisdom Inc. Scott does plenty of work with accountants to help them become …
#009 | Brannon Poe – How to best prepare to sell your CPA firm.
December 15th, 2020
Most partners in accounting firms wonder how they are going to effectively exit their business when they are ready to retire. Brannon Poe, a CPA and Founder of Poe Group Advisors joins our host, Tim Coakwell, to share …
#008 | The Time Is Now For CPAs In Canada To Evolve.
July 14th, 2020
Join David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo as they share why the time is now for accounting firms in Canada to catch up to the rest of the world and begin …
#007 | The Evolution Of Insurance & The Integrated Advisory Model
July 14th, 2020
Join David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo as they share the evolution of insureance and …
#006 | The Evolution Of Investing & WealthCo's Investment Model
July 14th, 2020
Join David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo as they share WealthCo's Investment Philosophy, and why it's so different from any other investment firms.
To learn …
#005 | Active Financial Planning vs. A Rigid Financial Plan
July 14th, 2020
Join David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo as they share the Financial Planning …
#004 | How To Deliver The Integrated Advisory Experience
July 14th, 2020
Join David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo as they share how the relationship between the …
#003 | What Is Integrated Advisory & What's In It For You, The CPA Firm?
July 14th, 2020
Join David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo as they share the vision of Integrated Advisory and what the experience looks like for accounting firms.
To learn …
#002 | The Future Of The Accounting Industry & The Opportunity For CPA Firms
July 14th, 2020
Join David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo as they share the vision of the accounting industry, and the incredible opportunity that CPAs have to grow their …
#001 | Introduction & The Integrated Advisory Story
July 14th, 2020
Meet David Udy, Founder and CEO of WealthCo, and Tim Coakwell, Sr. Vice President of Sales at WealthCo. They will be your hosts on the Integrated Advisory Podcast. In this episode they will share the story of Wealthco, …
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