Shows
AICPA Personal Financial Planning (PFP)Deeper CPA Financial Planning Connections | Celebrating 30 Years in the Industry {PFP Section}This milestone episode celebrates 30 years of professional growth and client success, highlighting the dynamic evolution of the financial planning profession and the firm's commitment to innovation and excellence. Five Key Takeaways: The Evolution of a Career in Financial Planning: Growth and succession is vital for a long-lasting impact. Lyle Benson introduces his son Chris. Chris Benson shares his journey from aspiring engineer to CPA financial planner, highlighting the pivotal moments that shaped his career, including his transition from a large CPA firm to the family firm. The Critical Role of Tax Planning: Tax returns form the...
2024-12-2031 minAICPA Personal Financial Planning (PFP)Deeper CPA Financial Planning Connections | Celebrating 30 Years in the Industry {PFP Section}This milestone episode celebrates 30 years of professional growth and client success, highlighting the dynamic evolution of the financial planning profession and the firm's commitment to innovation and excellence. Five Key Takeaways: The Evolution of a Career in Financial Planning: Growth and succession is vital for a long-lasting impact. Lyle Benson introduces his son Chris. Chris Benson shares his journey from aspiring engineer to CPA financial planner, highlighting the pivotal moments that shaped his career, including his transition from a large CPA firm to the family firm. The Critical Role of Tax Planning: Tax returns form the...
2024-12-2031 min
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Marianela Collado {PFP Section}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...
2024-10-1131 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Marianela Collado {PFP Section}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...
2024-10-1131 minAICPA Personal Financial Planning (PFP)Deeper CPA Financial Planner Connections, Lyle Benson {PFP Section}Lyle Benson and his guests discuss how the upcoming AICPA Personal Financial Planning (PFP) Summit scheduled for January 2025 in Charlotte, North Carolina promotes the importance of networking and deepening our peer relationships. This 9th annual PFP Summit is an example of how connecting with other leaders through deep discussions on mutually beneficial topics can benefit both individuals and the CPA financial planning profession. Lyle's conversation with guests includes these topics (and more) and how PFP Summit addresses them: Finding an environment where professionals can engage deeply with a blending expert presentations with participant discussions. Combining both...
2024-08-1926 minAICPA Personal Financial Planning (PFP)Deeper CPA Financial Planner Connections, Lyle Benson {PFP Section}Lyle Benson and his guests discuss how the upcoming AICPA Personal Financial Planning (PFP) Summit scheduled for January 2025 in Charlotte, North Carolina promotes the importance of networking and deepening our peer relationships. This 9th annual PFP Summit is an example of how connecting with other leaders through deep discussions on mutually beneficial topics can benefit both individuals and the CPA financial planning profession. Lyle's conversation with guests includes these topics (and more) and how PFP Summit addresses them: Finding an environment where professionals can engage deeply with a blending expert presentations with participant discussions. Combining both...
2024-08-1926 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Karen Goodfriend {PFP Section}In this episode, Lyle Benson and Karen Goodfriend discuss Karen's journey as a CPA financial planner, highlighting her transition from corporate aspirations to a focus on personal financial planning. Karen emphasizes the importance of integrating psychological aspects with technical financial planning, especially for clients experiencing sudden wealth. In this episode of the PFP Section podcast, Lyle Benson interviews Kelley to share more of her story with our community. The conversation includes Karen's experience and perspective on topics like: Benefits and opportunities of remote work Technology's evolving role of technology and its impact on remote collaboration Importance of the...
2024-07-2624 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Karen Goodfriend {PFP Section}In this episode, Lyle Benson and Karen Goodfriend discuss Karen's journey as a CPA financial planner, highlighting her transition from corporate aspirations to a focus on personal financial planning. Karen emphasizes the importance of integrating psychological aspects with technical financial planning, especially for clients experiencing sudden wealth. In this episode of the PFP Section podcast, Lyle Benson interviews Kelley to share more of her story with our community. The conversation includes Karen's experience and perspective on topics like: Benefits and opportunities of remote work Technology's evolving role of technology and its impact on remote collaboration Importance of the...
2024-07-2624 minAICPA Personal Financial Planning (PFP)How to navigate forks in the road with more clarity, focus, and ease {PFP Section}Life inevitably presents us with forks in the road, whether chosen or forced upon us. These transitions can be uncomfortable, requiring us to leave the familiar and step into the unknown. Whether guiding your clients through their life changes or experiencing your own, having a strategy can make these journeys less daunting. In this Deeper CPA Financial Planner Connections episode of the PFP Section podcast, Lyle Benson, CPA/PFS, CFP® interviews Andrea Millar, RLP®, PCC, CPA/PFS to share her expertise on navigating these uncertain times. Tune in to discover: What to anticipate during significant life tra...
2024-05-2439 minAICPA Personal Financial Planning (PFP)How to navigate forks in the road with more clarity, focus, and ease {PFP Section}Life inevitably presents us with forks in the road, whether chosen or forced upon us. These transitions can be uncomfortable, requiring us to leave the familiar and step into the unknown. Whether guiding your clients through their life changes or experiencing your own, having a strategy can make these journeys less daunting. In this Deeper CPA Financial Planner Connections episode of the PFP Section podcast, Lyle Benson, CPA/PFS, CFP® interviews Andrea Millar, RLP®, PCC, CPA/PFS to share her expertise on navigating these uncertain times. Tune in to discover: What to anticipate during significant life tra...
2024-05-2439 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Kelley Long {PFP Section}Kelley Long began her career in big 4 accounting like so many other CPAs. However, she had to quickly shift her path with the fallout that happened after September 11, 2001. Her roles as a bank trust officer and as a workplace financial wellness provider led her to her passion for coaching on the everyday money issues that clients have. In this episode of the PFP Section podcast, Lyle Benson interviews Kelley to share more of her story with our community. The conversation includes the following topics: How did Kelley go from where she was to where she is now, doing...
2024-03-2234 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Kelley Long {PFP Section}Kelley Long began her career in big 4 accounting like so many other CPAs. However, she had to quickly shift her path with the fallout that happened after September 11, 2001. Her roles as a bank trust officer and as a workplace financial wellness provider led her to her passion for coaching on the everyday money issues that clients have. In this episode of the PFP Section podcast, Lyle Benson interviews Kelley to share more of her story with our community. The conversation includes the following topics: How did Kelley go from where she was to where she is now, doing...
2024-03-2234 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Dr. Moon and Lyle {PFP Section}The tables are turned on Lyle Benson, CPA/PFS, in this episode of the PFP Section's Deeper CPA Financial Planner Connections series. Dr. Haesun Moon, communication scientist, educator, and author, interviews Lyle to pull out the gold threads of his professional story. They discuss: Lyle's story of beginning in tax and his why behind diving into financial planning at age 29 and starting his own firm at the age of 36. How leaders in the profession became mentors early in Lyle's career and how this community connection has been the foundation throughout his career. What it's like to be in a...
2024-01-2639 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Dr. Moon and Lyle {PFP Section}The tables are turned on Lyle Benson, CPA/PFS, in this episode of the PFP Section's Deeper CPA Financial Planner Connections series. Dr. Haesun Moon, communication scientist, educator, and author, interviews Lyle to pull out the gold threads of his professional story. They discuss: Lyle's story of beginning in tax and his why behind diving into financial planning at age 29 and starting his own firm at the age of 36. How leaders in the profession became mentors early in Lyle's career and how this community connection has been the foundation throughout his career. What it's like to be in a...
2024-01-2639 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Jim Shambo {PFP Section}Jim Shambo is one of the pioneers of the CPA financial planning profession, the PFP Section, and the PFS Credential. He has a lot of insight to offer on many topics that can be useful takeaways for listeners. In this episode of the Deeper CPA financial planner connections PFP podcast, Lyle Benson facilitates a discussion with Jim to share the highlights of his story. The conversation includes the following topics: How Jim decided to focus on personal financial planning after beginning his career in tax How Jim and a few of his peers laid the foundation for what...
2023-12-2940 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Jim Shambo {PFP Section}Jim Shambo is one of the pioneers of the CPA financial planning profession, the PFP Section, and the PFS Credential. He has a lot of insight to offer on many topics that can be useful takeaways for listeners. In this episode of the Deeper CPA financial planner connections PFP podcast, Lyle Benson facilitates a discussion with Jim to share the highlights of his story. The conversation includes the following topics: How Jim decided to focus on personal financial planning after beginning his career in tax How Jim and a few of his peers laid the foundation for what...
2023-12-2940 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections: Our history and our future: Part 2 {PFP Section}This is part 2 of the PFP Section podcast that marks our CPA financial planning history and celebrates the journey of where we've been to take us into the future. We once again invited other AICPA volunteer leaders into the discussion to help us share our story. In this episode, Lyle Benson, CPA/PFS, Andrea Millar, CPA/PFS, and other CPA financial planners discuss: What are the investment adviser regulatory issues that CPAs need to understand? Why should we all consider embracing calling these services personal financial planning? The purpose behind The Statement on Standards in Personal Financial Planning...
2023-12-0128 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections: Our history and our future: Part 2 {PFP Section}This is part 2 of the PFP Section podcast that marks our CPA financial planning history and celebrates the journey of where we've been to take us into the future. We once again invited other AICPA volunteer leaders into the discussion to help us share our story. In this episode, Lyle Benson, CPA/PFS, Andrea Millar, CPA/PFS, and other CPA financial planners discuss: What are the investment adviser regulatory issues that CPAs need to understand? Why should we all consider embracing calling these services personal financial planning? The purpose behind The Statement on Standards in Personal Financial Planning...
2023-12-0128 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections: Our history and our future: Part 1 {PFP Section}As with any profession, it's important to understand how we got to where we are today to take us into a successful future. In this 25th episode of the Deeper CPA Financial Planner Connections podcast series, Lyle Benson, CPA/PFS, and Andrea Millar, CPA/PFS discuss how the CPA financial profession got started and led to building a thriving community and resources from there. They also invited other AICPA volunteer leaders to this episode to share their perspectives. The conversation includes: How have CPAs played the role of trusted adviser to individuals since the creation of the accounting...
2023-11-2739 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections: Our history and our future: Part 1 {PFP Section}As with any profession, it's important to understand how we got to where we are today to take us into a successful future. In this 25th episode of the Deeper CPA Financial Planner Connections podcast series, Lyle Benson, CPA/PFS, and Andrea Millar, CPA/PFS discuss how the CPA financial profession got started and led to building a thriving community and resources from there. They also invited other AICPA volunteer leaders to this episode to share their perspectives. The conversation includes: How have CPAs played the role of trusted adviser to individuals since the creation of the accounting...
2023-11-2739 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Sarah Bradley {PFP Section}Sarah Bradley, CPA/PFS, took a leap from being an employee to being a first-time business owner practicing in tax compliance and personal financial planning. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, facilitates Sarah to share her story so that you can benefit from her experiences. They discuss: How Sarah made her way to her current role as partner in a CPA financial planning firm How she decided to go from employee to business owner and to a very different role in her work What armed her with the ability to make such...
2023-10-2732 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Sarah Bradley {PFP Section}Sarah Bradley, CPA/PFS, took a leap from being an employee to being a first-time business owner practicing in tax compliance and personal financial planning. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, facilitates Sarah to share her story so that you can benefit from her experiences. They discuss: How Sarah made her way to her current role as partner in a CPA financial planning firm How she decided to go from employee to business owner and to a very different role in her work What armed her with the ability to make such...
2023-10-2732 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Lisa Featherngill {PFP Section} Lisa Featherngill, CPA/PFS, is on a mission to make sure the qualitative side of planning gets as much emphasis as the quantitative aspects. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, facilitates Lisa to share her wisdom so that you can benefit from her experiences. They discuss: How Lisa took the leap from providing tax and financial planning services in a CPA firm environment to joining a large bank What her mom shared with her that helped her make a hard career decision Why her current role is the capstone of her career...
2023-09-2935 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Lisa Featherngill {PFP Section} Lisa Featherngill, CPA/PFS, is on a mission to make sure the qualitative side of planning gets as much emphasis as the quantitative aspects. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, facilitates Lisa to share her wisdom so that you can benefit from her experiences. They discuss: How Lisa took the leap from providing tax and financial planning services in a CPA firm environment to joining a large bank What her mom shared with her that helped her make a hard career decision Why her current role is the capstone of her career...
2023-09-2935 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Tom Trainor {PFP Section}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 e...
2023-08-2536 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Tom Trainor {PFP Section}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 e...
2023-08-2536 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Ellen Bruno {PFP Section}Ellen Bruno is a CPA/PFS who has taken a career path that puts her in the seat of serving financial planners who are registered investment advisers. Her experience has always tied closely to money management beginning with her first role out of university with PwC. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, guides Ellen to share how she created her remote firm with 11 employees and words of wisdom about compliance in the RIA world. Ellen answers the following questions: What made you take the leap of faith to begin your own firm 18...
2023-07-2825 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Ellen Bruno {PFP Section}Ellen Bruno is a CPA/PFS who has taken a career path that puts her in the seat of serving financial planners who are registered investment advisers. Her experience has always tied closely to money management beginning with her first role out of university with PwC. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, guides Ellen to share how she created her remote firm with 11 employees and words of wisdom about compliance in the RIA world. Ellen answers the following questions: What made you take the leap of faith to begin your own firm 18...
2023-07-2825 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Clark Blackman {PFP Section}Clark Blackman started out in tax, moved into financial planning, and eventually honed his expertise in investment advice. He was very likely the first CPA who had a client pay their fees based on assets under management rather than hourly or retainer fees. His experience in large CPA firms paved the way to finally open his own wealth management firm in 2006 where he now works alongside his wife and son. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Clark to learn more about his journey and nuggets of wisdom. Clark answers the following questions:
2023-06-3040 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Clark Blackman {PFP Section}Clark Blackman started out in tax, moved into financial planning, and eventually honed his expertise in investment advice. He was very likely the first CPA who had a client pay their fees based on assets under management rather than hourly or retainer fees. His experience in large CPA firms paved the way to finally open his own wealth management firm in 2006 where he now works alongside his wife and son. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Clark to learn more about his journey and nuggets of wisdom. Clark answers the following questions:
2023-06-3040 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Dave Stolz {PFP Section}Dave Stolz started out as a music major and shifted to business and being a CPA along the way. His journey deeper into financial planning began when he lost his dad. This tragedy shifted his perspective on life and took him in a new direction. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Dave to learn how he created his financial planning practice and much more. Dave answers the following questions: How did you create the successful financial planning firm you have today? What did you do to shift tax clients to personal...
2023-05-2632 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Dave Stolz {PFP Section}Dave Stolz started out as a music major and shifted to business and being a CPA along the way. His journey deeper into financial planning began when he lost his dad. This tragedy shifted his perspective on life and took him in a new direction. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Dave to learn how he created his financial planning practice and much more. Dave answers the following questions: How did you create the successful financial planning firm you have today? What did you do to shift tax clients to personal...
2023-05-2632 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Dr. Haesun Moon {PFP Section)In this special episode of Deeper CPA Financial Planner Connections, Dr. Haesun Moon is back by popular demand. In her fist podcast, she described her simple coaching model that can be used to have more effective conversations with clients and anyone you care about in your life. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Haesun to help you put her communication framework into practice. Dr. Moon answers the following questions: How do we integrate the 4-quadrant model in practice? How does listening for what's the matter point us to what matters most...
2023-04-2835 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Dr. Haesun Moon {PFP Section)In this special episode of Deeper CPA Financial Planner Connections, Dr. Haesun Moon is back by popular demand. In her fist podcast, she described her simple coaching model that can be used to have more effective conversations with clients and anyone you care about in your life. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Haesun to help you put her communication framework into practice. Dr. Moon answers the following questions: How do we integrate the 4-quadrant model in practice? How does listening for what's the matter point us to what matters most...
2023-04-2835 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Susan Tillery {PFP Section}Susan Tillery, CPA/PFS, began her career journey in tax and eventually landed with her own fee for service financial planning firm that she owns with her husband, Tom. Their firm is designed to provide education and planning to their clients, and they team with other advisers to manage investments and do the tax compliance work. They also provide education and other resources to CPAs who want to add financial planning to their offerings. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Susan. Susan answers the following questions: How did you land where...
2023-03-3130 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Susan Tillery {PFP Section}Susan Tillery, CPA/PFS, began her career journey in tax and eventually landed with her own fee for service financial planning firm that she owns with her husband, Tom. Their firm is designed to provide education and planning to their clients, and they team with other advisers to manage investments and do the tax compliance work. They also provide education and other resources to CPAs who want to add financial planning to their offerings. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Susan. Susan answers the following questions: How did you land where...
2023-03-3130 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Dirk Edwards {PFP Section} Dirk Edwards, CPA/PFS, designed his financial planning practice to make the complex planning work the centerpiece for his clients. He brings in experts in the areas such as estate, risk management, and investments to implement the planning so that his family clients have the best specialists involved. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Dirk to share ideas that may resonate with others in the community. Lyle poses the following questions to Dirk: How did you get your PFP practice off the ground and evolve it to where it is now...
2023-02-2436 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Dirk Edwards {PFP Section} Dirk Edwards, CPA/PFS, designed his financial planning practice to make the complex planning work the centerpiece for his clients. He brings in experts in the areas such as estate, risk management, and investments to implement the planning so that his family clients have the best specialists involved. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Dirk to share ideas that may resonate with others in the community. Lyle poses the following questions to Dirk: How did you get your PFP practice off the ground and evolve it to where it is now...
2023-02-2436 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections: 7 lessons learned {PFP Section}Many CPA financial planners give credit for the career they have created to the relationships they have built within their AICPA PFP community. To spread these stories and pearls of wisdom more broadly, we created the Deeper CPA Financial Planner Connections series in November 2021. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, and Andrea Millar, CPA/PFS, discuss the 7 recurring themes and lessons learned that have played through the many stories shared and what they mean to them, including: Know yourself. Be a constant learner and do what is right for your client. You...
2023-01-2731 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections: 7 lessons learned {PFP Section}Many CPA financial planners give credit for the career they have created to the relationships they have built within their AICPA PFP community. To spread these stories and pearls of wisdom more broadly, we created the Deeper CPA Financial Planner Connections series in November 2021. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, and Andrea Millar, CPA/PFS, discuss the 7 recurring themes and lessons learned that have played through the many stories shared and what they mean to them, including: Know yourself. Be a constant learner and do what is right for your client. You...
2023-01-2731 minAICPA Personal Financial Planning (PFP)Understanding the human side of life transitions {PFP Section}As CPAs and financial planners, we are trained in the technical skills to help clients plan for transitions such as a business sale, retirement, divorce, or loss of a spouse. What we may not be as prepared for is the human experience that takes place over the years leading up to, during, and settling into a new way of life. The human side is messy and it's more challenging to see how it influences choices and decisions. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews life transition expert, Susan Bradley. They discuss: What...
2023-01-1323 minAICPA Personal Financial Planning (PFP)Understanding the human side of life transitions {PFP Section}As CPAs and financial planners, we are trained in the technical skills to help clients plan for transitions such as a business sale, retirement, divorce, or loss of a spouse. What we may not be as prepared for is the human experience that takes place over the years leading up to, during, and settling into a new way of life. The human side is messy and it's more challenging to see how it influences choices and decisions. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews life transition expert, Susan Bradley. They discuss: What...
2023-01-1323 minAICPA Personal Financial Planning (PFP)How to guide clients towards their preferred futures {PFP Section}Haesun Moon, Ph.D., is a communication scientist who has a mission to change the world through better conversations. She has created a simple coaching model in which people participate to imagineer and perform their preferred change. Lyle Benson, CPA/PFS, interviews Haesun to understand how her approach can lead to effective financial planning conversations. They discuss: Why guiding clients towards their preferred future may be more powerful than creating goals Haesun's take on empathy and how to keep conversations real and purposeful How to use the simple coaching model and Dialogic Quadrant tool How to use coaching...
2023-01-0633 minAICPA Personal Financial Planning (PFP)How to guide clients towards their preferred futures {PFP Section}Haesun Moon, Ph.D., is a communication scientist who has a mission to change the world through better conversations. She has created a simple coaching model in which people participate to imagineer and perform their preferred change. Lyle Benson, CPA/PFS, interviews Haesun to understand how her approach can lead to effective financial planning conversations. They discuss: Why guiding clients towards their preferred future may be more powerful than creating goals Haesun's take on empathy and how to keep conversations real and purposeful How to use the simple coaching model and Dialogic Quadrant tool How to use coaching...
2023-01-0633 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Brooke Salvini {PFP Section}Brooke Salvini, CPA/PFS, started out in the CPA profession in the traditional way and eventually made her way back to an early seed that planted her desire for personal finance. In this episode of the PFP Section podcast, Lyle Benson connects with Brooke to share her story and how she made decisions along the way. Brooke answers the following questions: How did you decide to start your hourly advice financial planning firm? What led you to add investment management and how did you figure out how to do it? What did you do to develop your people...
2022-12-3031 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Brooke Salvini {PFP Section}Brooke Salvini, CPA/PFS, started out in the CPA profession in the traditional way and eventually made her way back to an early seed that planted her desire for personal finance. In this episode of the PFP Section podcast, Lyle Benson connects with Brooke to share her story and how she made decisions along the way. Brooke answers the following questions: How did you decide to start your hourly advice financial planning firm? What led you to add investment management and how did you figure out how to do it? What did you do to develop your people...
2022-12-3031 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Mark Astrinos {PFP Section}Mark Astrinos, CPA/PFS, has made some bold and scary moves in his career to land where he is now with his own financial planning firm. In this episode of the PFP Section podcast, Lyle Benson facilitates Mark to share his story and the wisdom he has gained. Mark discusses: Why and how he made moves from audit to tax to financial planning to business owner How he got clear on his vision for his life and work and made it happen What he did to move beyond the fear of putting everything on the line when he...
2022-11-2533 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Mark Astrinos {PFP Section}Mark Astrinos, CPA/PFS, has made some bold and scary moves in his career to land where he is now with his own financial planning firm. In this episode of the PFP Section podcast, Lyle Benson facilitates Mark to share his story and the wisdom he has gained. Mark discusses: Why and how he made moves from audit to tax to financial planning to business owner How he got clear on his vision for his life and work and made it happen What he did to move beyond the fear of putting everything on the line when he...
2022-11-2533 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Mackey McNeill {PFP Section}Mackey McNeill, CPA/PFS, has evolved from a business owner providing traditional accounting services to owning three companies to serve her business owner, business, and personal financial planning clients. She has also gone from running the businesses to handing that duty off and working part time to fulfill other areas of her life. In this episode of the PFP Section podcast, Lyle Benson facilitates Mackey to share her story and what she has learned along the way. Mackey talks about: How identifying her vision and her why for what she does has guided her decision making along the...
2022-10-2827 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Mackey McNeill {PFP Section}Mackey McNeill, CPA/PFS, has evolved from a business owner providing traditional accounting services to owning three companies to serve her business owner, business, and personal financial planning clients. She has also gone from running the businesses to handing that duty off and working part time to fulfill other areas of her life. In this episode of the PFP Section podcast, Lyle Benson facilitates Mackey to share her story and what she has learned along the way. Mackey talks about: How identifying her vision and her why for what she does has guided her decision making along the...
2022-10-2827 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with David Oransky {PFP Section}David Oransky, CPA/PFS, took the leap to start his own financial planning firm from scratch at the age of 26. He has come a long way and shares his story and pearls of wisdom in this episode of the PFP Section podcast guided by Lyle Benson, CPA/PFS. David discusses: How he went from being an auditor in a big 4 firm to figuring out financial planning was the right path for him. What he did to evolve his firm intentionally over time from the clients he works with to how he bills for his services. Why he grounds...
2022-09-3030 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with David Oransky {PFP Section}David Oransky, CPA/PFS, took the leap to start his own financial planning firm from scratch at the age of 26. He has come a long way and shares his story and pearls of wisdom in this episode of the PFP Section podcast guided by Lyle Benson, CPA/PFS. David discusses: How he went from being an auditor in a big 4 firm to figuring out financial planning was the right path for him. What he did to evolve his firm intentionally over time from the clients he works with to how he bills for his services. Why he grounds...
2022-09-3030 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Lori Luck {PFP Section}As we have heard often in this podcast series, Lori Luck, CPA/PFS, didn't take a straight path to becoming a CPA financial planner. Though the knowledge and skills she learned along the way developed her into a CPA financial planner who has clients for life. In this episode of the PFP Section podcast guided by Lyle Benson, CPA/PFS, Lori shares her story and her wisdom by answering the following questions: Why do the business, finance, and tax skills of CPAs make them strong personal financial planners? How did your own life events play a role in...
2022-08-2625 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Lori Luck {PFP Section}As we have heard often in this podcast series, Lori Luck, CPA/PFS, didn't take a straight path to becoming a CPA financial planner. Though the knowledge and skills she learned along the way developed her into a CPA financial planner who has clients for life. In this episode of the PFP Section podcast guided by Lyle Benson, CPA/PFS, Lori shares her story and her wisdom by answering the following questions: Why do the business, finance, and tax skills of CPAs make them strong personal financial planners? How did your own life events play a role in...
2022-08-2625 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Howard Safer {PFP Section}Howard Safer, CPA/PFS, fell into financial planning when he worked for business owners who valued Howard's ability to respond to personal finance questions and bring balance to their lives above all other services. He shares his story and nuggets of wisdom in this PFP Section podcast guided by Lyle Benson, CPA/PFS. Howard discusses: Why trust companies are a great platform for CPAs to provide these services How CPA tax professionals can provide value in the investment area Why tax expertise is second to none in being able to provide sound financial planning advice How he integrates...
2022-07-2932 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Howard Safer {PFP Section}Howard Safer, CPA/PFS, fell into financial planning when he worked for business owners who valued Howard's ability to respond to personal finance questions and bring balance to their lives above all other services. He shares his story and nuggets of wisdom in this PFP Section podcast guided by Lyle Benson, CPA/PFS. Howard discusses: Why trust companies are a great platform for CPAs to provide these services How CPA tax professionals can provide value in the investment area Why tax expertise is second to none in being able to provide sound financial planning advice How he integrates...
2022-07-2932 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Akemi Dalvi {PFP Section}Akemi Dalvi, CPA/PFS, began her career working in audit at PwC. She loved the idea of working more intimately with clients, so she took her dad's offer to join his financial planning business in 2008 and has since taken over as President. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Akemi. She responds to the following questions: How did she create a niche practice to serve Japanese Americans? How did the pandemic lead to endless possibilities for attracting and retaining clients and staff? What allows her to spend her time on what she...
2022-06-2426 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Akemi Dalvi {PFP Section}Akemi Dalvi, CPA/PFS, began her career working in audit at PwC. She loved the idea of working more intimately with clients, so she took her dad's offer to join his financial planning business in 2008 and has since taken over as President. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Akemi. She responds to the following questions: How did she create a niche practice to serve Japanese Americans? How did the pandemic lead to endless possibilities for attracting and retaining clients and staff? What allows her to spend her time on what she...
2022-06-2426 min
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Scott Sprinkle {PFP Section}Scott Sprinkle, CPA/PFS, learned early in his career that financial planning was his passion because of the difference it made for his clients. He plays the role of financial quarterback, touching the ball with every interaction and decision. Tune in and gain ideas for your own practice as Lyle Benson, CPA/PFS, interviews Scott in this episode of the PFP Section podcast. They discuss: How Scott creates stickiness and long-term relationships with his clients How he balances doing tax, investment, and financial planning work for multiple generations What he did to access the network and le...
2022-05-2635 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Scott Sprinkle {PFP Section}Scott Sprinkle, CPA/PFS, learned early in his career that financial planning was his passion because of the difference it made for his clients. He plays the role of financial quarterback, touching the ball with every interaction and decision. Tune in and gain ideas for your own practice as Lyle Benson, CPA/PFS, interviews Scott in this episode of the PFP Section podcast. They discuss: How Scott creates stickiness and long-term relationships with his clients How he balances doing tax, investment, and financial planning work for multiple generations What he did to access the network and le...
2022-05-2635 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Ted Sarenski {PFP Section}Ted Sarenski is in a sweet spot of life where he is doing what he loves most at work and has reaped the benefits of the relationships and business he created. He shares his story in this new podcast series hosted by Lyle Benson, CPA/PFS. Ted discusses: How he went from doing small firm accounting and tax work to owning a financial planning business that serves the everyday client. What he did to find a successor that aligned with his values and priorities. His advice for those who want to create a firm like his. How he be...
2022-04-2931 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Ted Sarenski {PFP Section}Ted Sarenski is in a sweet spot of life where he is doing what he loves most at work and has reaped the benefits of the relationships and business he created. He shares his story in this new podcast series hosted by Lyle Benson, CPA/PFS. Ted discusses: How he went from doing small firm accounting and tax work to owning a financial planning business that serves the everyday client. What he did to find a successor that aligned with his values and priorities. His advice for those who want to create a firm like his. How he be...
2022-04-2931 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Beth Gamel {PFP Section}Beth Gamel, CPA/PFS, has had many wonderful experiences over her 30+ year career as a CPA financial planner. Among other challenges, she was one of the first CPAs to add investment management to her offerings and she had to build her firm from the ground up. She shares her story and the lessons she learned along the way in this new podcast series hosted by Lyle Benson, CPA/PFS. Beth discusses: How she created a successful retirement transition, financially and psychologically What she did to attract clients in the early days What she learned through the volatile investment m...
2022-03-2532 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Beth Gamel {PFP Section}Beth Gamel, CPA/PFS, has had many wonderful experiences over her 30+ year career as a CPA financial planner. Among other challenges, she was one of the first CPAs to add investment management to her offerings and she had to build her firm from the ground up. She shares her story and the lessons she learned along the way in this new podcast series hosted by Lyle Benson, CPA/PFS. Beth discusses: How she created a successful retirement transition, financially and psychologically What she did to attract clients in the early days What she learned through the volatile investment m...
2022-03-2532 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Jean-Luc Bourdon {PFP Section}Jean-Luc Bourdon, CPA/PFS has worn many hats in his career including accountant in corporate America, CPA tax professional, and owning his own wealth management firm. He shares his story and wisdom he has gained along the way in the fourth episode in this new podcast series hosted by Lyle Benson, CPA/PFS. Jean-Luc discusses: What it takes for CPA firms to be successful in wealth management His chef's table ultra-customized approach to his client services How he learned to be present and empathetic with his clients His proactive "retirement tribe" framework How he opened his eyes to t...
2022-02-2533 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Jean-Luc Bourdon {PFP Section}Jean-Luc Bourdon, CPA/PFS has worn many hats in his career including accountant in corporate America, CPA tax professional, and owning his own wealth management firm. He shares his story and wisdom he has gained along the way in the fourth episode in this new podcast series hosted by Lyle Benson, CPA/PFS. Jean-Luc discusses: What it takes for CPA firms to be successful in wealth management His chef's table ultra-customized approach to his client services How he learned to be present and empathetic with his clients His proactive "retirement tribe" framework How he opened his eyes to t...
2022-02-2533 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Sue Stevens {PFP Section}Sue Stevens, CPA/PFS, has forged her own unique path to create her successful financial planning firm. She shares her journey and the wisdom she learned along the way in the third episode in this new podcast series hosted by Lyle Benson, CPA/PFS. Sue shares: What led her from being a cellist recording albums to becoming a CPA financial planner How she made the decision to merge her firm with Buckingham Advisors How her love of music and writing has shaped her work for clients Her blueprint for a successful life and career (hint, begin with your v...
2022-01-2837 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Sue Stevens {PFP Section}Sue Stevens, CPA/PFS, has forged her own unique path to create her successful financial planning firm. She shares her journey and the wisdom she learned along the way in the third episode in this new podcast series hosted by Lyle Benson, CPA/PFS. Sue shares: What led her from being a cellist recording albums to becoming a CPA financial planner How she made the decision to merge her firm with Buckingham Advisors How her love of music and writing has shaped her work for clients Her blueprint for a successful life and career (hint, begin with your v...
2022-01-2837 min
AICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Michael Goodman {PFP Section}Lyle Benson credits much of his career as a CPA financial planner to his interactions with colleagues across the country. He wanted CPAs in all stages of their career to be able to benefit from hearing how fellow CPA financial planners have gotten to where they are now, how they work with clients, and what it has meant for their lives. In episode two of this PFP Section podcast series, Lyle interviews Michael Goodman, CPA/PFS. They discuss: How Michael brought his love for business and working with people to where he is today How he made the...
2021-12-2424 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Michael Goodman {PFP Section}Lyle Benson credits much of his career as a CPA financial planner to his interactions with colleagues across the country. He wanted CPAs in all stages of their career to be able to benefit from hearing how fellow CPA financial planners have gotten to where they are now, how they work with clients, and what it has meant for their lives. In episode two of this PFP Section podcast series, Lyle interviews Michael Goodman, CPA/PFS. They discuss: How Michael brought his love for business and working with people to where he is today How he made the...
2021-12-2424 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Lyle Benson {PFP Section}In the first of this new podcast series, Lyle Benson, CPA/PFS, shares the purpose behind this series as well as his story that led him to where he is now in his tax and financial planning firm. In this episode of the PFP Section podcast, Lyle answers questions such as: What is his definition of success? What types of clients does he work with and what services does he provide? What is his why for doing what he does and what do his clients value most about his work for them? How did he go from beginning h...
2021-11-1939 minAICPA Personal Financial Planning (PFP)Deeper CPA financial planner connections with Lyle Benson {PFP Section}In the first of this new podcast series, Lyle Benson, CPA/PFS, shares the purpose behind this series as well as his story that led him to where he is now in his tax and financial planning firm. In this episode of the PFP Section podcast, Lyle answers questions such as: What is his definition of success? What types of clients does he work with and what services does he provide? What is his why for doing what he does and what do his clients value most about his work for them? How did he go from beginning h...
2021-11-1939 minAICPA Personal Financial Planning (PFP)Year-end planning conversations to have now {PFP Section)With a lot of unknowns going into the last quarter of the year, top CPA financial planners have been gathering to share conversations that they're having with clients now. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, reviews a collection of ideas and thoughts that have been discussed in his Athena study group and other CPA financial planner panels. Lyle gives an overview of what he and his peers are talking about with their clients in the following areas: Income tax planning, including the capital gain rate increase and opportunities for gain harvesting Retirement...
2021-10-0823 minAICPA Personal Financial Planning (PFP)Year-end planning conversations to have now {PFP Section)With a lot of unknowns going into the last quarter of the year, top CPA financial planners have been gathering to share conversations that they're having with clients now. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, reviews a collection of ideas and thoughts that have been discussed in his Athena study group and other CPA financial planner panels. Lyle gives an overview of what he and his peers are talking about with their clients in the following areas: Income tax planning, including the capital gain rate increase and opportunities for gain harvesting Retirement...
2021-10-0823 minAICPA Personal Financial Planning (PFP)Serving clients, running your firm, and taking care of you {PFP Section}Guest: Lyle Benson, CPA/PFS AICPA PFP Summit brings together financial planning thought leaders to talk about what will take them, their clients, and their firms to the next level. In this PFP Section podcast episode, Lyle Benson shares takeaways from the January event such as: The power of having clarity on the core values and purpose of your firm and bringing staff and clients along for the ride to inspire a sense of belonging. Supporting clients to gain direction on their cherished charitable goals to bring meaning to their money. Lessons learned from guiding blind...
2021-03-0509 minAICPA Personal Financial Planning (PFP)Serving clients, running your firm, and taking care of you {PFP Section}Guest: Lyle Benson, CPA/PFS AICPA PFP Summit brings together financial planning thought leaders to talk about what will take them, their clients, and their firms to the next level. In this PFP Section podcast episode, Lyle Benson shares takeaways from the January event such as: The power of having clarity on the core values and purpose of your firm and bringing staff and clients along for the ride to inspire a sense of belonging. Supporting clients to gain direction on their cherished charitable goals to bring meaning to their money. Lessons learned from guiding blind...
2021-03-0509 min
AICPA Personal Financial Planning (PFP)Podcast: Best planning ideas to consider before 2020 ends {PFP Section}Guest: Lyle Benson Drastic changes may be ahead in the world of tax planning. On one hand we may change administrations, and on the other, we have a pandemic to fund. In this PFP Section podcast episode, find out how leading CPA financial planners are guiding their clients. Lyle Benson, CPA/PFS, shares detailed ideas in each of the following areas: Turning traditional year-end tax planning on its head by accelerating income and gains into 2020 Taking advantage of estate planning strategies while we have favorable laws Helping clients rethink their retirement planning financially and emotionally Getting...
2020-11-0519 minAICPA Personal Financial Planning (PFP)Podcast: Best planning ideas to consider before 2020 ends {PFP Section}Guest: Lyle Benson Drastic changes may be ahead in the world of tax planning. On one hand we may change administrations, and on the other, we have a pandemic to fund. In this PFP Section podcast episode, find out how leading CPA financial planners are guiding their clients. Lyle Benson, CPA/PFS, shares detailed ideas in each of the following areas: Turning traditional year-end tax planning on its head by accelerating income and gains into 2020 Taking advantage of estate planning strategies while we have favorable laws Helping clients rethink their retirement planning financially and emotionally Getting...
2020-11-0519 min
AICPA Personal Financial Planning (PFP)Best planning ideas to consider before 2020 ends {PFP Section}Guest: Lyle Benson, CPA/PFS
Drastic changes may be ahead in the world of tax planning. On one hand we may change administrations, and on the other, we have a pandemic to fund. In this PFP Section podcast episode, find out how leading CPA financial planners are guiding their clients. Lyle Benson, CPA/PFS, shares detailed ideas in each of the following areas:
Turning traditional year-end tax planning on its head by accelerating income and gains into 2020
Taking advantage of estate planning strategies while we have favorable laws
Helping clients rethink their retirement planning financially...
2020-10-3000 minAICPA Personal Financial Planning (PFP)Meaningful conversations to have with clients and prospects now {PFP Section}Guest: Lyle Benson, CPA/PFS
Gain ideas for how to talk with clients about their emotions, goals, politics, investments and year-end planning in this episode of the PFP Section podcast. Lyle Benson, CPA/PFS, shares takeaways from a recent AICPA PFP Summit Presents event that will guide you on how to approach your clients in the most effective way. Topics include:
Going deeper to understand what is changing with client goals and making room for aha moments
How to engage with clients who are anxious or grieving
What to say about the investment markets, uncertainty...
2020-10-2200 minAICPA Personal Financial Planning (PFP)Meaningful conversations to have with clients and prospects now {PFP Section}Guest: Lyle Benson, CPA/PFS Gain ideas for how to talk with clients about their emotions, goals, politics, investments and year-end planning in this episode of the PFP Section podcast. Lyle Benson, CPA/PFS, shares takeaways from a recent AICPA PFP Summit Presents event that will guide you on how to approach your clients in the most effective way. Topics include: Going deeper to understand what is changing with client goals and making room for aha moments How to engage with clients who are anxious or grieving What to say about the investment markets, uncertainty in...
2020-10-2223 minAICPA Personal Financial Planning (PFP)Meaningful conversations to have with clients and prospects now {PFP Section}Guest: Lyle Benson, CPA/PFS Gain ideas for how to talk with clients about their emotions, goals, politics, investments and year-end planning in this episode of the PFP Section podcast. Lyle Benson, CPA/PFS, shares takeaways from a recent AICPA PFP Summit Presents event that will guide you on how to approach your clients in the most effective way. Topics include: Going deeper to understand what is changing with client goals and making room for aha moments How to engage with clients who are anxious or grieving What to say about the investment markets, uncertainty in...
2020-10-2223 min
AICPA Personal Financial Planning (PFP)What's next...Life after the pandemic {PFP Section}Guests: Lyle Benson, CPA/PFS & Susan Bradley, founder of Financial Transitionist® Institute Your clients look to you for more than just numbers. You can help them through the human and personal dynamics of transition. Lyle Benson CPA/PFS, facilitates a conversation with Susan Bradley on how to skillfully help clients move through the pandemic. You will learn: What is the financial transition model you can use with clients? What are three questions to ask your clients in the midst of transition? How can you effectively guide a client from what was to what will be? How do...
2020-07-2341 minAICPA Personal Financial Planning (PFP)What's next...Life after the pandemic {PFP Section}Guests: Lyle Benson, CPA/PFS & Susan Bradley, founder of Financial Transitionist® Institute Your clients look to you for more than just numbers. You can help them through the human and personal dynamics of transition. Lyle Benson CPA/PFS, facilitates a conversation with Susan Bradley on how to skillfully help clients move through the pandemic. You will learn: What is the financial transition model you can use with clients? What are three questions to ask your clients in the midst of transition? How can you effectively guide a client from what was to what will be? How do...
2020-07-2341 min
AICPA Personal Financial Planning (PFP)How to help clients make good decisions in times of transition {PFP Section}Guests: Lyle Benson, CPA/PFS, and Susan Bradley, CeFT®, CFP® The emotions underlying decisions can create confusion in times of major transition like the pandemic. In this podcast, you will walk away with gems to help you have better conversations with your clients that lead to action with purpose. Tune in as Lyle Benson interviews life transition expert Susan Bradley: What are the four stages of transition and how you can you support your clients through each? What are the most effective questions to help clients discover their purpose? And what question might you want to avoid...
2020-06-1932 minAICPA Personal Financial Planning (PFP)How to help clients make good decisions in times of transition {PFP Section}Guests: Lyle Benson, CPA/PFS, and Susan Bradley, CeFT®, CFP® The emotions underlying decisions can create confusion in times of major transition like the pandemic. In this podcast, you will walk away with gems to help you have better conversations with your clients that lead to action with purpose. Tune in as Lyle Benson interviews life transition expert Susan Bradley: What are the four stages of transition and how you can you support your clients through each? What are the most effective questions to help clients discover their purpose? And what question might you want to avoid...
2020-06-1932 min
AICPA Personal Financial Planning (PFP)How to deepen client relationships during the pandemic {PFP Section}Guest: Lyle Benson, CPA/PFS Has your client contact increased significantly during the pandemic? Do you wonder how other CPA financial planners are adding value and communicating with clients during this time? CPAs have provided the calm in the storm for their clients and have shifted their ways of doing business to meet changing client needs. Learn from Lyle Benson, CPA/PFS, as he shares insights from his study group of leading CPA financial planners such as: What is the most important message to make sure your clients hear? What are the fears and challenges that a...
2020-05-1919 minAICPA Personal Financial Planning (PFP)How to deepen client relationships during the pandemic {PFP Section}Guest: Lyle Benson, CPA/PFS Has your client contact increased significantly during the pandemic? Do you wonder how other CPA financial planners are adding value and communicating with clients during this time? CPAs have provided the calm in the storm for their clients and have shifted their ways of doing business to meet changing client needs. Learn from Lyle Benson, CPA/PFS, as he shares insights from his study group of leading CPA financial planners such as: What is the most important message to make sure your clients hear? What are the fears and challenges that a...
2020-05-1919 min
AICPA Personal Financial Planning (PFP)Taking your practice to the next level: key takeaways from PFP Summit {PFP Section}Guests: Lyle Benson, CPA/PFS & Michael Goodman, CPA/PFS In this episode, Lyle Benson, CPA/PFS and Michael Goodman, CPA/PFS give you an inside look at AICPA PFP Summit, including: What makes PFP Summit unique and different Highlights from PFP Summit sessions and how can you implement them in your own practice, such as: Engaging with Generation Next Using mindfulness in your practice Measuring client satisfaction and where do you focus your energy on improvements Engaging clients in the planning process to act on their recommendations Building a growth element into your client services culture E...
2020-03-1324 minAICPA Personal Financial Planning (PFP)Taking your practice to the next level: key takeaways from PFP Summit {PFP Section}Guests: Lyle Benson, CPA/PFS & Michael Goodman, CPA/PFS In this episode, Lyle Benson, CPA/PFS and Michael Goodman, CPA/PFS give you an inside look at AICPA PFP Summit, including: What makes PFP Summit unique and different Highlights from PFP Summit sessions and how can you implement them in your own practice, such as: Engaging with Generation Next Using mindfulness in your practice Measuring client satisfaction and where do you focus your energy on improvements Engaging clients in the planning process to act on their recommendations Building a growth element into your client services culture E...
2020-03-1324 min
AICPA Personal Financial Planning (PFP)Helping clients in a volatile market {PFP Section}Guests: Bob Keebler, CPA/PFS, and Lyle Benson, CPA/PFS In this episode, recorded at the close of markets on February 28th, Lyle Benson, CPA/PFS, and Bob Keebler, CPA/PFS, discuss: How to communicate with clients during this uncertain time to bring them peace of mind and keep them focused on the long-term perspective and purpose of their investment strategy Income and estate planning techniques that work well in a volatile market and low interest rate environment, including Roth conversations, gain/loss harvesting, funding GRATs, IDGT sales, and more Other considerations such as alternative valuation d...
2020-03-0317 minAICPA Personal Financial Planning (PFP)Helping clients in a volatile market {PFP Section}Guests: Bob Keebler, CPA/PFS, and Lyle Benson, CPA/PFS In this episode, recorded at the close of markets on February 28th, Lyle Benson, CPA/PFS, and Bob Keebler, CPA/PFS, discuss: How to communicate with clients during this uncertain time to bring them peace of mind and keep them focused on the long-term perspective and purpose of their investment strategy Income and estate planning techniques that work well in a volatile market and low interest rate environment, including Roth conversations, gain/loss harvesting, funding GRATs, IDGT sales, and more Other considerations such as alternative valuation d...
2020-03-0317 min
AICPA Personal Financial Planning (PFP)Succession planning: Tips from Generation 1 {PFP Section}Guest: Michael Goodman, CPA/PFS In this encore* episode, Michael Goodman, CPA/PFS interview generation 1 (G1) members– Lyle Benson, Beth Gamel, and Steve Levey^– about succession planning for personal financial planners, including: The business models and background of each's succession planning experience The genesis of the succession plan vision How advisors can overcome obstacles, like fear, in order to take the first steps toward succession planning The importance of succession planning to address the unexpected How each approached anticipated challenges and, in hindsight, what unanticipated challenges were surprising Advice for practitioners who want to move forward in th...
2020-02-2849 minAICPA Personal Financial Planning (PFP)Succession planning: Tips from Generation 1 {PFP Section}Guest: Michael Goodman, CPA/PFS In this encore* episode, Michael Goodman, CPA/PFS interview generation 1 (G1) members– Lyle Benson, Beth Gamel, and Steve Levey^– about succession planning for personal financial planners, including: The business models and background of each's succession planning experience The genesis of the succession plan vision How advisors can overcome obstacles, like fear, in order to take the first steps toward succession planning The importance of succession planning to address the unexpected How each approached anticipated challenges and, in hindsight, what unanticipated challenges were surprising Advice for practitioners who want to move forward in th...
2020-02-2849 min