Jul 23, 2020
Guests: Lyle Benson, CPA/PFS & Susan Bradley, founder
of Financial Transitionist® Institute
Your clients look to you for more than just numbers. You can
help them through the human and personal dynamics of transition.
Lyle Benson CPA/PFS, facilitates a conversation with Susan Bradley
on how to skillfully help clients move through the pandemic. You
- What is the financial transition model you can use with
- What are three questions to ask your clients in the midst of
- How can you effectively guide a client from what was
to what will be?
- How do you put together the two sides of money – technical and
personal – to guide decision-making for your client?
Access the related resources from this podcast:
The episode is brought to you by the
AICPA’s Personal Financial Planning Section (www.aicpa.org/pfp), 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 (www.aicpa.org/pfs) 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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