Guests: Lyle Benson, CPA/PFS & Susan Bradley, founder of Financial Transitionist® Institute

Your clients look to you for more than just numbers. You can help them through the human and personal dynamics of transition. Lyle Benson CPA/PFS, facilitates a conversation with Susan Bradley on how to skillfully help clients move through the pandemic. You will learn:

What is the financial transition model you can use with clients?
What are three questions to ask your clients in the midst of transition?
How can you effectively guide a client from what was to what will be?
How do you put together the two sides of money – technical and personal – to guide decision-making for your client?

Access the related resources from this podcast:

Slides that accompany the podcast
Key takeaways from AICPA Personal Financial Planning Summit 2020
Planning ideas and more during the pandemic - https://www.aicpa.org/pfp/covid19
Learn more about Susan’s Financial Transitionist® Institute - https://financialtransitionist.com/

The episode is brought to you by the AICPA’s Personal Financial Planning Section (www.aicpa.org/pfp), the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential (www.aicpa.org/pfs) 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 and gain access to valuable member-only benefits.

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What’s next...Life after the pandemic {PFP Section}

AICPA Personal Financial Planning (PFP)