Lyle Benson credits much of his career as a CPA financial planner to his interactions with colleagues across the country. He wanted CPAs in all stages of their career to be able to benefit from hearing how fellow CPA financial planners have gotten to where they are now, how they work with clients, and what it has meant for their lives. In episode two of this PFP Section podcast series, Lyle interviews Michael Goodman, CPA/PFS. They discuss:
How Michael brought his love for business and working with people to where he is today
How he made the conscious decision to go from a lifestyle practice to an enterprise
Why just doing it, making mistakes, and learning along the way has been a key to success
What he did to keep a wonderful culture and a team that feels valued during the pandemic
What the AICPA PFP community has meant for him, what sets CPA financial planners apart, and his predictions for the future
Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.
Find the 1st episode in this series featuring Lyle Benson as the interviewee.
Attend 2022 Best Planning Ideas for Your Clients and Your Business with Lyle, Michael, and others virtually on January 19th (free with CPE for PFP/PFS members).
Find resources to help you help your clients through the AICPA’s PFP Section.
Learn about the CPA exclusive PFS credential.
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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