Podcast: How to serve as your clients’ primary point of contact in planning & tax advisory services

September 7, 2018


CPAs and financial planning have been around for over a century. Not because we’ve stayed the same, but because we evolve and adapt to finding new ways to better serve clients. You are forward-thinking and relationship-oriented professionals. These are exciting times that bring opportunities for you to lead the profession into the future with a focus on your clients’ needs. CPA financial planners Lyle Benson, Brooke Salvini, and David Stolz share how they serve as the primary point of contact for their clients:

  • How to communicate your value as a CPA financial planner and that you offer planning & tax advisory services
  • How serving as a primary point of contact has impacted their clients’ lives
  • Working together with a team of professionals to serve the client’s best interest
  • Advice and resources for CPAs looking to serve as the primary point of contact

Access the new Planning & Tax Advisory Services resources discussed in this podcast at aicpa.org/growadvisoryservices.

The 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 and 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 and gain access to valuable member-only benefits.