Podcast: Making conversations count: integrated financial planning

March 22, 2019

Podomatic  |   iTunes  

In this episode, Paula McMillan, CPA/PFS shares how to make conversations count when it comes to personal financial planning. She answers the questions:

  • What is your role and influence in your clients’ conversations with others around personal financial planning?
  • Why is it important for your clients to broaden and deepen financial conversations with family and friends and what is your role in enabling that?
  • How can you help your clients have purposeful conversations with family members and children about finances?

Access the related resources from this podcast:

Don’t miss the other episodes in this series:

Lessons from the 9th hole: what current retirees have to say (March 2019)

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.

Make sure to subscribe to our podcast channel on iTunes or Pod-o-Matic, so that you don’t miss an episode! And leave us a review so we can continue bringing valuable and relevant content to you.