How to have transformative conversations | PFP learning library podcast
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How to have transformative conversations | PFP learning library podcast

5 months ago · 20 min listen

The fear of uncertainty in the current times requires having skillful conversations to bring calm and comfort to your clients. Jean-Luc Bourdon, CPA/PFS, shares how to create an environment where your clients feel safe to discuss their deepest concerns and desires in this PFP Section podcast. He provides pointers such as:

  • Rules he follows to ensure his clients are clear and comfortable

  • Listening skills for the purpose of connecting versus responding

  • How to increase IQ, problem solving, trust, resiliency, sense of identity, and goal orientation

  • The art of coaching versus the science of technical expertise

Access other resources to increase your connection with clients:

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.

Don’t miss an episode. Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

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