Deeper CPA financial planner connections with Brooke Salvini | podcast
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Deeper CPA financial planner connections with Brooke Salvini | podcast

28 days ago · 32 min listen

Brooke Salvini, CPA/PFS, started out in the CPA profession in the traditional way and eventually made her way back to an early seed that planted her desire for personal finance. In this episode of the PFP Section podcast, Lyle Benson connects with Brooke to share her story and how she made decisions along the way. Brooke answers the following questions:

  • How did you decide to start your hourly advice financial planning firm?

  • What led you to add investment management and how did you figure out how to do it?

  • What did you do to develop your people skills?

  • How have you woven your passions in other areas into your firm?

  • How have you used technology to make your work more enjoyable and your service more valuable?

  • What are you predicting for the future of financial planning?

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit https://pfplanning.libsyn.com/pfpto access show notes with direct links.

  • Listen to other episodes in this series.

  • Join your AICPA PFP community at the next PFP Summit in Austin, TX on January 30th through February 1st, 2023.

  • Save the date for the next Building Your PFP Business workshop in advance of PFP ENGAGE on June 3rd and 4th, 2023.

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.

Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

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