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

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit Libsyn (PFP) to access show notes with direct links.

Listen to relevant episodes such as:

Deeper CPA Financial Planner Connections with Dr. Haesun Moon
Understanding the Human Side of Life Transitions with Susan Bradley
How to Guide Clients Towards Their Preferred Futures with Dr. Moon

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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How to reduce overwhelm for your clients {PFP Section}

AICPA Personal Financial Planning (PFP)