GBD172. Going Solo (Month 2) - Developing Partnerships and Raising Awareness.

That's a bit of a surprise: we can't predict everything. We need
to be OKAY with changes.




Thinking about going solo or starting your own
practice sometime in the next year? Looking at the first
month as an independent professional, this miniseries of
special monthly episodes continues to outline the stages of a
sample journey into the so-called 'gig economy'. Our guest
David Peters discusses how to develop partnerships and raise
awareness.


Talking Points.
Logistics Telling people about what you do Branding Finding
Clients Legal Entities


Our Guest. David Peters is a Certified Public
Accountant (CPA) and Certified Financial Planner (CFP), with
over fifteen years of experience in financial services. He was
formerly the Chief Financial Officer of Compare.com and has
been a financial advisor since 2015. He holds master’s degrees
in accounting, business administration, and financial services
and is pursuing a Ph.D. in Financial Planning & Retirement
Income at The American College. He is currently a continuing
education instructor for the American Institute of Certified
Public Accountants, Surgent, and Kaplan Professional, and the
President and owner of David Peters Financial Group Inc, Peters
Tax Preparation & Consulting PC, and Peters Financial LLC.
He also hosts the Accountable podcast. Connect with him on
LinkedIn.


Further Resources. Use these links to find out
more about this topic, or access free and paid-for resources to
implement in your own team or organisation.



Explore GIG and Independent Contracting resources from the
AICPA & CIMA

David's Small Business Adviser course on CIMAglobal.com

The UK Small Business Federation (FSB)

US Small Business Administration



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About Our Podcast. These conversations with
expert guests are recorded by different AICPA & CIMA team
members from our offices around the world. While the sound
quality may vary, we hope that the insights will be consistently
useful.


Get in touch. How did you discover our podcast?
Where do you listen? What would you like to hear more of? Finance
pro or not, we're keen to know what you think. Email us here.


2018-2020 Association of International Certified Professional
Accountants (AICPA & CIMA)