Making conversations count: integrated financial planning | PFP learning library podcast
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Making conversations count: integrated financial planning | PFP learning library podcast

1 year ago · 17 min listen

In this episode, Paula McMillan, CPA/PFS shares how to make conversations count when it comes to personal financial planning. She answers the questions:

  • What is your role and influence in your clients’ conversations with others around personal financial planning?

  • Why is it important for your clients to broaden and deepen financial conversations with family and friends and what is your role in enabling that?

  • How can you help your clients have purposeful conversations with family members and children about finances?

Access the related resources from this podcast:

Don’t miss the other episodes in this series:

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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