Are you looking for ways to deepen relationships with next generation clients and staff? In this episode of the PFP Section podcast, AICPA PFP Standing Ovation Award recipient Akeiva Ellis, CPA/PFS, shares how she keeps her younger clients feeling cared for and important. She also shares tips on what to think about to attract talented next gen advisors to your firm. Akeiva answers the following questions:

What is the definition of next gen?
What are some ways you have engaged these clients in your work?
How do you run family meetings to keep all generations connected?
How can firms of all sizes approach deepening these relationships?
What can firms do to attract young talent?
What’s the top takeaway you’d like our audience to leave with today?

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.

Use the PFP Section member benefit, Broadridge Advisor, to communicate concepts to your clients.
If you are a 40 and under CPA/PFS and you haven’t been recognized with the PFP Standing Ovation Award, make sure to get your nomination in by April 28th.
Apply for the P. Thomas Austin Personal Financial Planning Division Scholarship that covers the registration fee for an emerging CPA to attend the 2023 Advanced Estate Planning Conference at AICPA ENGAGE.

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 engage the next generation of clients and advisors {PFP Section}

AICPA Personal Financial Planning (PFP)