Podcast: Marketing that works: Business-building strategies of highly successful advisers

November 2, 2018


How do you communicate your value to your clients? What helps them distinguish you, as a CPA financial planner, from other financial advisers? Marie Swift and Lyle Benson, CPA/PFS talk about answering these questions and more to help you dig deep: to understand what makes you special, how to internalize that and how to verbalize it to your clients. In a preview of her session at AICPA’s Personal Financial Planning Summit, Marie shares insights into some practical exercises to help you go beyond your competency and build trust with your clients by sharing your value proposition and why you do what you do.

Dig deeper into this topic and more inspired solutions at the 2019 AICPA Personal Financial Planning Summit.

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 and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients.. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.

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