How to have philanthropic conversations with your clients | PFP learning library podcast archive
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How to have philanthropic conversations with your clients | PFP learning library podcast archive

9 months ago · 29 min listen

You don’t have to be an expert in all of the tools and technical strategies to have meaningful philanthropic conversations with your clients. It’s about knowing how to artfully communicate and bring value to your clients. In this episode of the PFP Section podcast, Jonathan Gassman, CPA/PFS, and Richard Peck, with the New Hampshire Community Foundation, share:

  • How to incorporate philanthropic planning in your communications with clients

  • Why engaging with other advisors can deepen bonds with clients

  • The arc of philanthropy and determining where clients are

  • How to get involved personally and building firm culture through giving to your community

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.

  • Use the personal finance scorecard to deepen conversations with clients.

  • Help clients see other areas for value added planning with the analysis of a tax return for PFP opportunities checklist.

  • Access the 4-volume guide to financial and estate planning written by Steve Siegel and Sid Kess.

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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