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American Institute of CPAs - Personal Financial Planning (PFP)

Jul 1, 2022

Even if you’re not managing money for your clients, they likely look to you as their CPA to provide a sounding board and peace of mind when they see their hard-earned money in the hands of volatile markets. In this episode of the PFP Section podcast, Kelley Long, CPA/PFS, shares how she talks her clients off the ledge so that they don’t make decisions they regret or that aren’t in their long-term best interest. Kelley shares:

  • Words of wisdom from Psychology of Money author Morgan Housel
  • Why it’s not effective to get too technical and share statistics from the past when clients are emotional
  • How to get clients out of their lizard brain and back into their pre-frontal cortex
  • Strategies to help clients stick to their long-term investment and financial plan

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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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