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

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:

  1. What is a family office?
  2. How can it improve an accountant’s business?
  3. How does it improve client service?
  4. Why is the referral model outdated?

Listen to the interview on the Business Innovators Radio Network:

Todd explained that: “We provide the people, processes, back-office systems, compliance, and expertise so our Accountants and CPAs can focus on working with clients and growing their practice efficiently. This relationship brings a vast team of experts to serve the client, all on the same page with the goal of a holistic financial solution. The CPA is the focal point of the relationship, and our branded done-for-you tools allow them great opportunity to expand their firm’s capabilities.”

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.

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