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Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing the Family Office Client Experience, Interviewed on Influential Entrepreneurs Podcast

Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing the Family Office Client Experience, Interviewed on Influential Entrepreneurs Podcast

June 21
01:09 2022

Todd Smith discusses his mission to impact and improve the financial lives of Accounting and CPA firms by maximizing their potential – both personally and professionally.

Questions covered in this interview include:

  1. What is the client experience like?
  2. Who facilitates each step of the process?
  3. What is the process for this robust referral relationship?

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-the-family-office-client-experience/

Todd explained, “The Proactive Planning Process is an entirely different experience than a traditional tax-prep revolving around deadlines and compliance; this is a year-long relationship with a proactive, forward-looking approach. Our 5-Step Process includes: Diagnostic, Develop Team,  Deeper Dive, Educating on Options, Implement, Review/Repeat.”

Video Link: https://www.youtube.com/embed/zOV_9uEbthE

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/

Other News Stories:

Level 5 Financial Serves CPAs

https://authoritypresswire.com/todd-smith-cfp-chfc-ctm-cltctm-president-ceo-of-level-5-financial-discussing-how-he-serves-cpas-interviewed-on-influential-entrepreneurs-podcast/

The Level 5 Financial Family Office Ecosystem

https://authoritypresswire.com/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/

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.

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