Meaningful conversations to have with clients and prospects now {PFP Section}

Oct 22, 2020

Guest: Lyle Benson, CPA/PFS

Gain ideas for how to talk with clients about their emotions, goals, politics, investments and year-end planning in this episode of the PFP Section podcast. Lyle Benson, CPA/PFS, shares takeaways from a recent AICPA PFP Summit Presents event that will guide you on how to approach your clients in the most effective way. Topics include:

• Going deeper to understand what is changing with client goals and making room for aha moments
• How to engage with clients who are anxious or grieving
• What to say about the investment markets, uncertainty in the economy and the politics that we’re facing now
• Discussions to have about year-end planning and what could be coming

Access resources related to this podcast:

• Year-end planning tips with Bob Keebler, CPA/PFS
• Register for a year-end planning webcast fresh off the election on November 10th (free with CPE for PFP/PFS members)
• How to have transformative conversations with Jean-Luc Bourdon, CPA/PFS

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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