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AICPA Personal Financial Planning (PFP)

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 will learn:

  • What is the financial transition model you can use with clients?
  • What are three questions to ask your clients in the midst of transition?
  • 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?

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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 to join our community and gain access to valuable member-only benefits.

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