11 min

Team building for the next generation: a PFP Summit sneak peek {PFP Section} American Institute of CPAs - Personal Financial Planning (PFP)

    • Education

Guest: Michael Goodman, CPA/PFS & Kate Healy
Changing demographics of our population are requiring advisers to focus on the next generation of clients and planners. In this episode, Michael Goodman, CPA/PFS chats with Kate Healy, managing director of Generation Next at TD Ameritrade about her session at PFP Summit on understating diverse client behavior and communication preferences:

How is diversity a win for you, your practice, and your clients?
How does your practice and services need to evolve to meet the needs of NextGen clients?
What do you hope attendees with gain from this session and practicing mindfulness in business?

Transform to thrive at the PFP Summit in Austin, TX from January 27-29, 2020.
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.
Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify!. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

Guest: Michael Goodman, CPA/PFS & Kate Healy
Changing demographics of our population are requiring advisers to focus on the next generation of clients and planners. In this episode, Michael Goodman, CPA/PFS chats with Kate Healy, managing director of Generation Next at TD Ameritrade about her session at PFP Summit on understating diverse client behavior and communication preferences:

How is diversity a win for you, your practice, and your clients?
How does your practice and services need to evolve to meet the needs of NextGen clients?
What do you hope attendees with gain from this session and practicing mindfulness in business?

Transform to thrive at the PFP Summit in Austin, TX from January 27-29, 2020.
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.
Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify!. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

11 min

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