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Podcast: Registered Investment Advisor Podcast
Episode: The Reverse Multifamily Office: Accounting First, Then Wealth
Description: What if your accountant helped you build wealth instead of just filing forms?
On this episode of The Registered Investment Advisor Podcast, host Seth Greene sits down with CPA and entrepreneur Sean Duncan, founder of SMD Consulting & Accounting, who shares his unconventional journey from preparing for a career in the FBI to sparking a reinvention of the traditional CPA model. Instead of stopping at compliance, Sean built a subscription-based, holistic advisory firm that brings together tax strategy, wealth management, insurance, and legal coordination to deliver a true family office experience for everyday clients. He s...