Description

Tom Trainor is a CPA financial planner in Canada who has given a lot of volunteer time to the AICPA PFP Division. Tom talks about how collaborating with his peers in this community has kept his practice on the cutting edge. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, facilitates Tom to share his wisdom so that you can benefit from his experiences. They discuss:

• The different on ramps that Tom has taken to land with his own family office 
• How Tom uses technology to keep his firm running smoothly with only 3 owners and employees
• The differences and similarities between financial planning in Canada, in the US, and in other countries
• How Tom leads with financial planning to inform all else like estate planning, risk management, and investment planning
• The way that Tom incorporates human capital into his planning
• Tom's view that volunteer time is research for his business 
• Tom's take on the future of the profession and more 

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.

• Listen to other episodes in this series. 
• Save the date for ENGAGE 2024 where you will find the most technically advanced learning in PFP, tax, and estate 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 to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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