Your clients look to you for more than just numbers. You can help them through the human and personal dynamics of transition. Lyle Benson CPA/PFS, facilitates a conversation with Susan Bradley on how to skillfully help clients move through the pandemic. You will learn:
What is the financial transition model you can use with clients?
What are three questions to ask your clients during transition?
How can you effectively guide a client from what was to what will be?
How do you put together the two sides of money – technical and personal – to guide decision-making for your client?
Access the related resources from this podcast:
Slides that accompany the podcast
Key takeaways from AICPA Personal Financial Planning Summit 2020
Planning ideas and more during the pandemic - https://www.aicpa.org/pfp/covid19
Learn more about Susan’s Financial Transitionist® Institute https://financialtransitionist.com/
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.