The CPA profession has been busier than ever in the past two years with serving clients through the pandemic, responding to additional client needs, juggling complex tax seasons, and keeping up with proposed law changes. In this episode of the PFP Section podcast, Shannon Vincent and Colin Dunn answer the question of how to find time to provide proactive financial planning and wealth management services, including:
Moving from being spread too thin serving many clients to having plenty of time to give stellar service to your ideal clients
Getting reinspired and re-energized by doing a pareto analysis, defining your target client, and owning it
Structuring your services so that they have the best chance of working
Making your staff and your firm your number one client
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.
Visit AICPA’s tax and financial planning hub for more resources on how to offer proactive financial planning services.
To gain competence and confidence in financial planning, check out the CPA-exclusive PFS credential.
Learn more about Renew Group.
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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