Podcast: How to have transformative conversations

September 18, 2020


The fear of uncertainty in the current times requires having skillful conversations to bring calm and comfort to your clients. Jean-Luc Bourdon, CPA/PFS, shares how to create an environment where your clients feel safe to discuss their deepest concerns and desires in this PFP Section podcast. He provides pointers such as:

  • Rules he follows to ensure his clients are clear and comfortable
  • Listening skills for the purpose of connecting versus responding
  • How to increase IQ, problem solving, trust, resiliency, sense of identity, and goal orientation
  • The art of coaching versus the science of technical expertise

Access other resources to increase your connection with clients:

This 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.  Also, 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, gain access to valuable member-only benefits or learn about our PFP certificate program.

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