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American Institute of CPAs - Personal Financial Planning (PFP)

May 13, 2022

This time of uncertainty and market volatility may lead to an increase in clients making investment decisions that aren’t in their best interest. In this episode of the PFP Section podcast, Lauren Minch, CPA, CFA, interviews Kevin Grogan, CFA, to get his take on common trends he sees with many different types of clients. They discuss:

  • Making decisions based on what happened recently versus based on the full history
  • Measuring performance by comparing to the wrong benchmark
  • How to communicate with clients who compare themselves to others
  • How to avoid biases and noise with a good process

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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 to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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