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Serving clients, running your firm, and taking care of you {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 286568112 series 2293825
Guest: Lyle Benson, CPA/PFS
AICPA PFP Summit brings together financial planning thought leaders to talk about what will take them, their clients, and their firms to the next level. In this PFP Section podcast episode, Lyle Benson shares takeaways from the January event such as:
- The power of having clarity on the core values and purpose of your firm and bringing staff and clients along for the ride to inspire a sense of belonging.
- Supporting clients to gain direction on their cherished charitable goals to bring meaning to their money.
- Lessons learned from guiding blind athletes that tie in perfectly with your role as a financial planner.
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.
- The March edition of Bob Veres Inside Information includes write ups of two PFP Summit sessions.
- Listen to an in-depth session on 2021 best ideas for you, your clients, and your firm.
- Read about skills financial planners need to succeed in today’s environment.
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
Serving clients, running your firm, and taking care of you {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 286568112 series 2293825
Guest: Lyle Benson, CPA/PFS
AICPA PFP Summit brings together financial planning thought leaders to talk about what will take them, their clients, and their firms to the next level. In this PFP Section podcast episode, Lyle Benson shares takeaways from the January event such as:
- The power of having clarity on the core values and purpose of your firm and bringing staff and clients along for the ride to inspire a sense of belonging.
- Supporting clients to gain direction on their cherished charitable goals to bring meaning to their money.
- Lessons learned from guiding blind athletes that tie in perfectly with your role as a financial planner.
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.
- The March edition of Bob Veres Inside Information includes write ups of two PFP Summit sessions.
- Listen to an in-depth session on 2021 best ideas for you, your clients, and your firm.
- Read about skills financial planners need to succeed in today’s environment.
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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