Description

Services like tax compliance and investment management are becoming commoditized. In this episode of the PFP Section podcast, Andrea Millar, RLP®, CPA/PFS, interviews Debbie Taylor, CPA/PFS, JD, to get her take on how to deliver the services that will make the largest impact for clients. They discuss:

• How do advisors add value beyond basic tax compliance and investment management?
• What is the breadth of services that clients expect?  
• Are those services actually being delivered?  
• What is the "client value ladder"?
• How can technology advancements help with adding value?

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.

• Use the AICPA's Personal Finance Scorecard to broaden conversations with clients. 
• Read the Technology for a Tax and Financial Planning Services Business Guide. 
• Learn about the ratings of financial planning technology in the annual T3 survey results. 
• Review the technology possibilities in the Financial Advisor Tech Solutions Map.

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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