Mar 19, 2020
Guests: Susan Tillery, CPA/PFS and Dave Stolz, CPA/PFS
COVID-19 is bringing much change and uncertainty to the world
and it’s important to find calm amid the chaos. No one can control
market volatility, with fear being a major influencer on the
fluctuations, though investment principles have not changed. In
this episode, Susan Tillery, CPA/PFS, chair of the PFP Executive
Committee, and Dave Stolz, CPA/PFS, chair of the PFS Credential
Committee, share how they are putting their clients first – and in
doing that, reinforcing the value of the CPA financial planner.
They address the following questions:
- How are your clients reacting and what are you saying to
- What assurances can you give your clients about the market
outlook and their financial plan?
- How do you interact with a particularly nervous client, family
member or friend?
- What can CPAs do to lead and be a source of calm in this time
- How do you take care of you so that you are your best for your
clients and family?
- What are some ways that you can help others in your
Access the related resources from this podcast:
The 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 and 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 and gain access to
valuable member-only benefits.
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