Podcast: Cultivating mindfulness in your practice: a PFP Summit sneak peek

December 6, 2019

Podomatic    |    iTunes     |     Spotify

We are living in times where every moment is throwing something new at us. To thrive in this highly transformative time as a personal financial planner, you need to rethink the offerings and value you can deliver. In this episode, Lyle Benson, CPA/PFS chats with Jody Jacobson about her session at PFP Summit on cultivating mindfulness in your practice:

  • What is mindfulness? Why is it important?
  • How will mindfulness impact my relationships and my practice?
  • What do you hope attendees with gain from this session and practicing mindfulness in business?

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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