Guests: Lyle Benson, CPA/PFS, Brooke Salvini, CPA/PFS, and David Stolz, CPA/PFS
Category: Professional development
CPAs and financial planning have been around for over a century. Not because we’ve stayed the same, but because we evolve and adapt to finding new ways to better serve clients. You are forward-thinking and relationship-oriented professionals. These are exciting times that bring opportunities for you to lead the profession into the future with a focus on your clients’ needs. CPA financial planners Lyle Benson, Brooke Salvini, and David Stolz share how they serve as the primary point of contact for their clients:
How to communicate your value as a CPA financial planner and that you offer planning & tax advisory services
How serving as a primary point of contact has impacted their clients’ lives
Working together with a team of professionals to serve the client’s best interest
Advice and resources for CPAs looking to serve as the primary point of contact
Access the related resources from this podcast:
AICPA’s Planning & Tax Advisory Services hub
Roadmap to Planning & Tax Advisory Services
Workshop: Building a Tax and Financial Planning Advisory Business (preceding the Advanced PFP Conference at AICPA ENGAGE)
Don’t miss the other episodes in this Building a Tax & Financial Planning Advisory Business series!
Step 1: Why should I offer tax & financial planning advisory services?
Step 2: How do I get started?
Step 3: What are the appropriate fees to charge?
Step 4: How do I approach new client meetings & offer financial planning services to current tax clients?
Step 5: What is the best way to create deep relationships with clients?
Step 6: How do I decide between serving as the primary point of contact or as a hyperspecialist?
Step 7: How do I structure staffing and work with other advisers?
Step 8: What do I need to know if I decide to offer investment advisory services?
Step 9: How do I maximize use of technology?
Step 10: What are the simple actions I can take now?
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 www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.
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