Guest: Lyle Benson, CPA/PFS

AICPA PFP Summit brings together financial planning thought leaders to talk about what will take them, their clients, and their firms to the next level. In this PFP Section podcast episode, Lyle Benson shares takeaways from the January event such as:

The power of having clarity on the core values and purpose of your firm and bringing staff and clients along for the ride to inspire a sense of belonging.
Supporting clients to gain direction on their cherished charitable goals to bring meaning to their money.
Lessons learned from guiding blind athletes that tie in perfectly with your role as a financial planner.

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.

The March edition of Bob Veres Inside Information includes write ups of two PFP Summit sessions.
Listen to an in-depth session on 2021 best ideas for you, your clients, and your firm.
Read about skills financial planners need to succeed in today’s environment.

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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Serving clients, running your firm, and taking care of you {PFP Section}

AICPA Personal Financial Planning (PFP)