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Part 4: The new approach to retirement planning {PFP Section}

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Manage episode 288355260 series 2293825
Conteúdo fornecido por AICPA. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por AICPA ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Guest: Mackey McNeill, CPA/PFS

Mackey McNeill, CPA/PFS, shares when and how she talks about investments with her clients in this episode of the PFP Section podcast. She walks you through her approach to her key ideas including:

  • If your clients loved investments, they wouldn’t use your services.
  • At the end of the planning process, refine the plan by developing the investment policy statement while the client is with you.
  • Talk in plain English and repeatedly ask if anyone has questions while also keeping the conversation focused on the client.
  • How her process takes more time and investment up front though saves time in the long run and creates lasting clients who refer.

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.

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.

Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

  continue reading

246 episódios

Artwork
iconCompartilhar
 

Série arquivada ("Feed inativo " status)

When? This feed was archived on November 04, 2022 19:01 (1+ y ago). Last successful fetch was on September 23, 2022 04:48 (1+ y ago)

Why? Feed inativo status. Nossos servidores foram incapazes de recuperar um feed de podcast válido por um período razoável.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 288355260 series 2293825
Conteúdo fornecido por AICPA. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por AICPA ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Guest: Mackey McNeill, CPA/PFS

Mackey McNeill, CPA/PFS, shares when and how she talks about investments with her clients in this episode of the PFP Section podcast. She walks you through her approach to her key ideas including:

  • If your clients loved investments, they wouldn’t use your services.
  • At the end of the planning process, refine the plan by developing the investment policy statement while the client is with you.
  • Talk in plain English and repeatedly ask if anyone has questions while also keeping the conversation focused on the client.
  • How her process takes more time and investment up front though saves time in the long run and creates lasting clients who refer.

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.

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.

Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

  continue reading

246 episódios

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