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Part 5: The new approach to retirement planning: Review meetings {PFP Section}
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Manage episode 292484316 series 2293825
If you’ve wondered how your peers approach their check in meetings with their clients, this episode of the PFP Section podcast is for you. Mackey McNeill, CPA/PFS, shares how she engages with her clients as their lives evolve. She discusses the following ideas:
- Invite clients to regularly reach out versus waiting for a set meeting
- Encourage them to check in before making any financial decisions so that they understand the trade-offs
- Help them embrace changes and know it’s okay to change their mind
- Focus on life events and their ratio of success
- Go as deep or as high level as the client desires on the investment ins and outs
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.
- Part 1: The new approach to retirement planning: You are in the people business
- Part 2: The new approach to retirement planning: Setting the stage
- Part 3: The new approach to retirement planning: Gamification
- Part 4: The new approach to retirement planning: Investments
- Guide to practical retirement planning
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.
246 episódios
Part 5: The new approach to retirement planning: Review meetings {PFP Section}
American Institute of CPAs - Personal Financial Planning (PFP)
Série arquivada ("Feed inativo " status)
When? This feed was archived on November 04, 2022 19:01 (). Last successful fetch was on September 23, 2022 04:48 ()
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 292484316 series 2293825
If you’ve wondered how your peers approach their check in meetings with their clients, this episode of the PFP Section podcast is for you. Mackey McNeill, CPA/PFS, shares how she engages with her clients as their lives evolve. She discusses the following ideas:
- Invite clients to regularly reach out versus waiting for a set meeting
- Encourage them to check in before making any financial decisions so that they understand the trade-offs
- Help them embrace changes and know it’s okay to change their mind
- Focus on life events and their ratio of success
- Go as deep or as high level as the client desires on the investment ins and outs
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.
- Part 1: The new approach to retirement planning: You are in the people business
- Part 2: The new approach to retirement planning: Setting the stage
- Part 3: The new approach to retirement planning: Gamification
- Part 4: The new approach to retirement planning: Investments
- Guide to practical retirement planning
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.
246 episódios
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