Join us as we revisit this conversation from 2023! In this week's episode, Roger Knecht is joined by Sarry Ibrahim, a financial planner and financial services expert, to discuss the importance of accountants in the accounting industry. Sarry will delve into the 'Bank On Yourself' concept and how insurance can be leveraged to outpace inflation. They will also be discussing the key differences between 401Ks and life insurance policies, how to retain your best employees with insurance, the benefits of having a financial planner and accountant working together, and how a financial planner envisions money differently from an accountant. So sit back, grab a pen and paper, and get ready to learn from one of the leading financial experts in the industry. It's time to take your accounting business to the next level. Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Sarry Ibrahim Sarry Ibrahim is financial planner and member of the Bank On Yourself Organization. He helps real estate investors, business owners, and full-time employees grow safe and predictable wealth regardless of market conditionsusing a financial strategy that has been around for over 160 years. Sarry started this journey when he was in grad school completing his MBA. He worked for companies like Allstate, Blue Cross Blue Shield, Cigna Healthspring, and Humana before founding Financial Asset Protection, a financial services firm that focuses on one sole concept; the Bank On Yourself Concept, also known as the Infinite Banking Concept. Sponsors: Universal Accounting Center ● Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Reach out to Sarry Ibrahim and download his e-book at www.thinkinglikeabank.com Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable. It is a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: ● "in the BLACK, nine principles to make your business profitable" – e-book ● Red to Black in 30 Days. Learn the turnkey process to take your clients from "Red to Black" as the Profit & Growth Expert offering proven CFO & Advisory services. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 8012653777

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related