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Deeper CPA financial planner connections with Scott Sprinkle {PFP Section}
저장한 시리즈 ("피드 비활성화" status)
When? This feed was archived on November 04, 2022 19:01 (). Last successful fetch was on September 23, 2022 04:48 ()
Why? 피드 비활성화 status. 잠시 서버에 문제가 발생해 팟캐스트를 불러오지 못합니다.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 329833149 series 2293825
Scott Sprinkle, CPA/PFS, learned early in his career that financial planning was his passion because of the difference it made for his clients. He plays the role of financial quarterback, touching the ball with every interaction and decision. Tune in and gain ideas for your own practice as Lyle Benson, CPA/PFS, interviews Scott in this episode of the PFP Section podcast. They discuss:
- How Scott creates stickiness and long-term relationships with his clients
- How he balances doing tax, investment, and financial planning work for multiple generations
- What he did to access the network and learning he needed in a small firm environment
- His best advice for someone who wants to create a firm like his
- Scott’s prediction for the future of financial planning
Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.
- Visit the landing page for Deeper CPA Financial Planner Connectionsto find other episodes in this series.
- Join your community of CPA financial planners at the Advanced PFP Conferenceat ENGAGE on June 6th through 8th.
- Attend the Tax and Financial Planning Workshopwith Scott and other CPA financial planners at the Aria or online on June 4th and 5th.
- For those who meet the requirements of the CPA/PFS experienced track, you can attend the PFS Live! Workshopon June 4th and 5th.
- Access resources to weave financial planning into your tax offerings.
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.
Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.
246 에피소드
Deeper CPA financial planner connections with Scott Sprinkle {PFP Section}
American Institute of CPAs - Personal Financial Planning (PFP)
저장한 시리즈 ("피드 비활성화" status)
When? This feed was archived on November 04, 2022 19:01 (). Last successful fetch was on September 23, 2022 04:48 ()
Why? 피드 비활성화 status. 잠시 서버에 문제가 발생해 팟캐스트를 불러오지 못합니다.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 329833149 series 2293825
Scott Sprinkle, CPA/PFS, learned early in his career that financial planning was his passion because of the difference it made for his clients. He plays the role of financial quarterback, touching the ball with every interaction and decision. Tune in and gain ideas for your own practice as Lyle Benson, CPA/PFS, interviews Scott in this episode of the PFP Section podcast. They discuss:
- How Scott creates stickiness and long-term relationships with his clients
- How he balances doing tax, investment, and financial planning work for multiple generations
- What he did to access the network and learning he needed in a small firm environment
- His best advice for someone who wants to create a firm like his
- Scott’s prediction for the future of financial planning
Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.
- Visit the landing page for Deeper CPA Financial Planner Connectionsto find other episodes in this series.
- Join your community of CPA financial planners at the Advanced PFP Conferenceat ENGAGE on June 6th through 8th.
- Attend the Tax and Financial Planning Workshopwith Scott and other CPA financial planners at the Aria or online on June 4th and 5th.
- For those who meet the requirements of the CPA/PFS experienced track, you can attend the PFS Live! Workshopon June 4th and 5th.
- Access resources to weave financial planning into your tax offerings.
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.
Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.
246 에피소드
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