Jean-Luc Bourdon, CPA/PFS has worn many hats in his career including accountant in corporate America, CPA tax professional, and owning his own wealth management firm. He shares his story and wisdom he has gained along the way in the fourth episode in this new podcast series hosted by Lyle Benson, CPA/PFS. Jean-Luc discusses:
What it takes for CPA firms to be successful in wealth management
His chef’s table ultra-customized approach to his client services
How he learned to be present and empathetic with his clients
His proactive “retirement tribe” framework
How he opened his eyes to the importance of self-care
Why defining purpose and values provides meaning to our lives
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Visit the landing page for this series and access the first three episodes with Lyle Benson, Michael Goodman, and Sue Stevens.
Listen to Jean-Luc’s podcast on how to have transformative conversations.
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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