Let’s all admit that we would like to remember all the important details, big or small, in our clients’ lives, but we need help with that.Jennifer Birchett, CPA/PFS shares how technology allows her to serve clients in their best interest and make them feel valued, including:
- How customer relationship management software and financial planning software and a client portal can transform your client relationships
- Tips on adding a personal touch in client meetings
- Automating technical financial planning strategies and decisions
Access the related resources from this podcast:
Technology for a Planning & Tax Advisory Services Business Toolkit
The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Visit us online at aicpa.org/pfp to join our community and gain access to valuable member-only benefits.