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American Institute of CPAs - Personal Financial Planning (PFP)


May 26, 2022

Scott Sprinkle, CPA/PFS, learned early in his career that financial planning was his passion because of the difference it made for his clients. He plays the role of financial quarterback, touching the ball with every interaction and decision. Tune in and gain ideas for your own practice as Lyle Benson, CPA/PFS, interviews Scott in this episode of the PFP Section podcast.  They discuss:

 

  • How Scott creates stickiness and long-term relationships with his clients
  • How he balances doing tax, investment, and financial planning work for multiple generations
  • What he did to access the network and learning he needed in a small firm environment
  • His best advice for someone who wants to create a firm like his
  • Scott’s prediction for the future of financial planning

 

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.

 

 

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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