Jean-Luc Bourdon, CPA/PFS has worn many hats in his career including accountant in corporate America, CPA tax professional, and owning his own wealth management firm. He shares his story and wisdom he has gained along the way in the fourth episode in this new podcast series hosted by Lyle Benson, CPA/PFS. Jean-Luc discusses:

What it takes for CPA firms to be successful in wealth management
His chef’s table ultra-customized approach to his client services
How he learned to be present and empathetic with his clients
His proactive “retirement tribe” framework
How he opened his eyes to the importance of self-care
Why defining purpose and values provides meaning to our lives

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

Visit the landing page for this series and access the first three episodes with Lyle Benson, Michael Goodman, and Sue Stevens.
Use the AICPA PFP Section to help you help your clients by visting us here. If you have questions, contact the PFP team at financialplanning@aicpa.org.
Connect with your community of peers at the PFP conference at ENGAGE and at the pre-conference workshop.
Listen to Jean-Luc’s podcast on how to have transformative conversations.

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 with Jean-Luc Bourdon {PFP Section}

AICPA Personal Financial Planning (PFP)