Meet Ryan!
In this conversation, Ryan Brinkman discusses the importance of being bold in client relationships, particularly when advising on financial decisions. He emphasizes the need for transparency and honesty, even when it may not be what clients want to hear. The discussion also touches on the financial risks associated with certain decisions, highlighting the CPA's role in guiding clients through these complexities.
Takeaways
- It's important to be bold with clients.
- Transparency is key in client relationships.
- Advising clients can sometimes mean delivering hard truths.
- Financial risks must be clearly communicated to clients.
- Not all financial decisions are straightforward or beneficial.
- CPAs have a responsibility to guide clients wisely.
- Clients may not always understand the implications of their choices.
- Being honest can strengthen client trust.
- It's crucial to navigate financial complexities carefully.
- The role of a CPA includes risk management and client education.
Sound bites
"This is dumb. And they look at me like..."
"You could lose a lot of money."
"We can't just write off a motor home."
Connect with Ryan Personal LinkedIn - https://www.linkedin.com/in/ryan-brinkman-cpa/
