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American Institute of CPAs - Personal Financial Planning (PFP)

Dec 4, 2020

Guests: Mackey McNeill, CPA/PFS

When Mackey began her business, she approached financial planning from a technical and data driven perspective. She quickly found that clients often didn’t take steps to implement the recommended plan. In part 1 of the new approach to retirement planning series, Mackey walks you through:

  • How she turned her financial planning process on its head to get clients to buy in
  • What she learned about people and psychology to create the best results for her clients
  • Understanding the money biases that clients bring to the table and how to overcome these

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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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