Connecting with clients in the current environment| PFP learning library podcast
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Connecting with clients in the current environment| PFP learning library podcast

9 months ago · 26 min listen

Increased health risks related to COVID-19, social distancing mandates, and the financial aspects of the CARES Act and other legislation has rapidly and dramatically changed the way CPA financial planners are practicing and serving their clients. There are practical considerations you can address and steps you can take in your practice to make sure you are providing the same high level of service with your clients’ best interest in mind during these unprecedented and uncertain times. In this episode, Martin Shenkman, CPA/PFS, JD shares insights into:

  • What are some programs you can use to effectively and efficiently communicate with clients?

  • What should you say (and not say) in your messaging?

  • What tools can you use to interact with clients in a virtual setting?

  • How can you help your clients become comfortable with new technology tools you’re implementing?

  • What can you do to empower your clients during this time?

  • What are effective ways to work remotely when it’s new for you?

  • How can you sign legal documents in a virtual environment?

  • What should you consider when you’re onboarding a new client in a virtual setting?

Access the related resources from this podcast:

  • The Personal Financial Planning Section’s COVID-19 resource center- ( includes client facing materials, planning strategies, leg/reg updates and more.

  • The PFP Learning Library ( includes podcasts and webcast recordings related to COVID-19 and the current 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 to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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