AICPA Personal Financial Planning (PFP) Podcast
AICPA Personal Financial Planning (PFP)
AICPA & CIMA
How to reduce overwhelm for your clients {PFP Section} - episode of AICPA Personal Financial Planning (PFP) podcast

How to reduce overwhelm for your clients {PFP Section}

27 minutes Posted May 12, 2023 at 2:56 pm.
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Show notes

As financial planners, we have deep technical knowledge. It’s a gift to take that expertise and deliver it in a way that simplifies concepts and ties back to what is most meaningful for your clients. In this episode of the PFP Section podcast, Andrea Millar, CPA/PFS, interviews Christine Moriarty to get her take on how to reduce overwhelm for clients. They discuss:

  • How to be a thinking partner with your clients
  • How to get clients to open up and share their biggest concerns and hidden agendas
  • What can help clients be willing to share their values, goals, and desires
  • What are some ways to reduce overwhelm when it comes to money management and taking steps forward 

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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 to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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