Meaningful conversations to have with clients and prospects now | PFP learning library podcast
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Meaningful conversations to have with clients and prospects now | PFP learning library podcast

1 year ago · 24 min listen

Gain ideas for how to talk with clients about their emotions, goals, politics, investments and year-end planning in this episode of the PFP Section podcast. Lyle Benson, CPA/PFS, shares takeaways from a recent AICPA PFP Summit Presents event that will guide you on how to approach your clients in the most effective way. Topics include:

  • Going deeper to understand what is changing with client goals and making room for aha moments

  • How to engage with clients who are anxious or grieving

  • What to say about the investment markets, uncertainty in the economy and the politics that we’re facing now

  • Discussions to have about year-end planning and what could be coming

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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 aboutour PFP certificate program.

Don’t miss an episode. Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

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