Description

In this episode of "Deeper CPA Financial Planning Connections," Lyle Benson interviews Marianela Collada, CEO of Tobias Financial Advisors, about her career journey, the growth of her firm, and her role on the PFP Executive Committee.

Marianela discusses her experience working with high-net-worth clients, the importance of estate and tax planning, and her approach to growing the firm's team and capabilities. She emphasizes the significance of proactive planning, developing new leaders within the firm, and her optimism for the future of the financial planning profession.

• How does proactive estate and tax planning benefit clients with a net worth between $7.5 million and $60 million?
• What strategies can financial planners use to provide personalized services to clients who are not ultra-wealthy but still require comprehensive planning?
• How can effective business succession planning enhance continuity and client service in a financial advisory firm?
• What are the benefits of incorporating a team-based approach in financial planning to address diverse client needs?
• How does integrating technology improve the efficiency and accuracy of financial planning processes for clients?

Access resources related to this podcast: Note: If you're using a podcast app that does not hyperlink to the resources, visit Libsyn (PFP) to access show notes with direct links.

• Vol. 2 - The Adviser's Guide to Financial & Estate Planning – 15th Ed

• Helping clients preserve family unity in the wealth transfer process

• PFP Section: Your partner in navigating financial planning

• Listen to other episodes in the Deeper CPA Financial Planner Connections podcast series.

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 to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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