In this special episode of Deeper CPA Financial Planner Connections, Dr. Haesun Moon is back by popular demand. In her fist podcast, she described her simple coaching model that can be used to have more effective conversations with clients and anyone you care about in your life. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Haesun to help you put her communication framework into practice. Dr. Moon answers the following questions:

How do we integrate the 4-quadrant model in practice?
How does listening for what’s the matter point us to what matters most to the client?
What key insights have you taken away from listening to 1000s of coaching conversations?
How can we have empathy for the client while also keeping focused on what they want most?
What’s the difference between coaching and consulting?
How can tiny nuances in words have a huge impact?

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 Dr. Moon’s first episode, How to guide clients towards their preferred futures.

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.

Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

Deeper CPA financial planner connections with Dr. Haesun Moon {PFP Section)

AICPA Personal Financial Planning (PFP)