Many CPA financial planners give credit for the career they have created to the relationships they have built within their AICPA PFP community. To spread these stories and pearls of wisdom more broadly, we created the Deeper CPA Financial Planner Connections series in November 2021. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, and Andrea Millar, CPA/PFS, discuss the 7 recurring themes and lessons learned that have played through the many stories shared and what they mean to them, including:

Know yourself.
Be a constant learner and do what is right for your client.
You are the coach to your clients.
Get involved.
Don’t let others define success for you.
CPAs are incredibly well positioned to provide these services to their clients.
Be courageous.

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit https://pfplanning.libsyn.com/pfp to access show notes with direct links.

Listen to other episodes in this series.
Join your AICPA PFP community at the next Advanced PFP Conference @ ENGAGE from June 5th through 8th, 2023.
Register for the next Building Your PFP Business workshop in advance of PFP ENGAGE on June 3rd and 4th, 2023.
Register for the next PFS Live workshop in advance of PFP ENGAGE on June 3rd and 4th, 2023.

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.

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Deeper CPA financial planner connections: 7 lessons learned {PFP Section}

AICPA Personal Financial Planning (PFP)