Haesun Moon, Ph.D., is a communication scientist who has a mission to change the world through better conversations. She has created a simple coaching model in which people participate to imagineer and perform their preferred change. Lyle Benson, CPA/PFS, interviews Haesun to understand how her approach can lead to effective financial planning conversations. They discuss:

Why guiding clients towards their preferred future may be more powerful than creating goals
Haesun’s take on empathy and how to keep conversations real and purposeful
How to use the simple coaching model and Dialogic Quadrant tool
How to use coaching to co-construct meaning with clients
Haesun’s take on the use of questions in coaching
What can attendees expect to come away with at Haesun’s session at PFP Summit in January?

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Join your AICPA PFP community at the next PFP Summit in Austin, TX on January 30th through February 1st, 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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How to guide clients towards their preferred futures {PFP Section}

AICPA Personal Financial Planning (PFP)

How to guide clients towards their preferred futures {PFP Section}