Bonus Episode - Establishing Relationships with CPAs - Featuring Tom Moore, CPA, of Kemper Capital Management LLC - For Financial Professionals Only
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Hello, my name is Casey Dylan, Director of Investment Communications, at Symmetry Partners, LLC. Today, I am joined by Tom Moore, CPA\\xae, the CEO of Kemper Capital Management LLC. In this episode, we\'ll discuss how financial advisors can build mutually beneficial relationships and strategic alliances with CPAs.\\xa0
Thank you very much for listening to The Symmetry Delta Podcast for evidence based investing. Visit us at www.symmetrypartners.com. You can also find us on Facebook, YouTube, Twitter, or LinkedIn under Symmetry Partners, LLC. If you have any questions or would like more information \\u2013 give us a call at: 800.786.3309.
This podcast is intended for financial professionals only.
Symmetry Partners, LLC, is an investment adviser firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. No one should assume that future performance of any specific investment, investment strategy, product or non-investment related content made reference to directly or indirectly in this material will be profitable. As with any investment strategy, there is the possibility of profitability as well as loss.
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