欢迎来到 更深层次的188bet亚洲真人体育下载网址财务规划师关系, a podcast series dedicated to impactful stories of your CPA 财务规划 community and the wisdom gained along the way. 我是莱尔·本森, 前PFP执行委员会主席, 也是本期节目的主持人, 以及AICPA PFP团队.
The idea for these connections was born as I reflected on my career as a CPA financial planner and my 30 years of volunteering with the AICPA PFP Section. So much of what I have learned and do every day has come from my colleagues in this community. The conversations in this series are an opportunity to learn from your peers at a deeper level so that you can gain knowledge from the experiences derived along their journeys.
We hope you can take away an idea or two from each episode that might help you grow as a CPA financial planner to best serve your clients and move your firm and yourself forward! 享受!
第一集:莱尔·本森，188bet亚洲真人体育下载网址/PFS – Find out how Lyle has created a successful firm and a balanced life.
第二集:Michael Goodman, CPA/PFS – Learn how Michael went from a lifestyle practice to an enterprise.
第三集:Sue Stevens, CPA/PFS - Hear about Sue’s unusual and winding path to becoming a CPA financial planner.
第四集:Jean-Luc Bourdon, CPA/PFS – Discover Jean-Luc’s ultra-customized and “retirement tribe” approach with clients.
第五集:Beth Gamel, CPA/PFS – Find out how Beth created a successful retirement, financially and psychologically.
第六集:泰德·萨伦斯基，188bet亚洲真人体育下载网址/PFS - Find out how curiosity took Ted on a journey from tax accountant to CPA financial planner.
第七集:Scott Sprinkle, CPA/PFS – Learn how Scott lives his passion by playing the quarterback who connects the dots for his clients with their tax, 投资, 财务规划, 生活规划需要.
第八集:Akemi Dalvi, CPA/PFS – Tune is as Akemi shares how she has built a 财务规划 business to serve middle market Japanese Americans and how the pandemic has led to endless possibilities.
第九集:Howard Safer, CPA/PFS - Hear advice from Howard on how to help clients create holistic financial wellness.
第十集:Lori Luck, CPA/PFS -了解洛莉自己的生活事件和她的生意, 金融, and tax acumen led her to create her own personal 财务规划 business.
第11集:David Oransky, CPA/PFS - Listen to David share how he started his 财务规划 firm from scratch at 26 and how it has evolved into a job he loves today.
第十二集:Mackey McNeill, CPA/PFS - Discover how Mackey has created her three passion businesses by leading from the inside out for herself and her clients.
第13集:Mark Astrinos, CPA/PFS - Find out how Mark overcame his fear of making bold and scary moves that landed him with his ideal business that serves his ideal life.
第14集:Brooke Salvini, CPA/PFS - Brooke shares her journey to creating and evolving her boutique 财务规划 firm, 包括她如何加入投资管理服务.
第15集:188bet亚洲真人体育下载网址/PFS莱尔·本森和188bet亚洲真人体育下载网址/PFS安德里亚·米勒 – Lyle and Andrea discuss the seven recurring themes and lessons learned in this series from the many stories shared.
第16集:德克·爱德华兹，188bet亚洲真人体育下载网址/PFS – Hear how Dirk created a PFP practice that is focused on the complex planning work while outsourcing the implementation.
第17集:苏珊·蒂勒里，188bet亚洲真人体育下载网址/PFS – Learn how Susan designed her PFP practice to provide education and planning without tax compliance and 投资 management.
第18集:医生. Haesun月球 – Find out how to put a simple and powerful coaching model into practice with your clients.
第19集:David Stolz，188bet亚洲真人体育下载网址/PFS – Hear how Dave experienced a tragedy that took him on a journey towards creating a successful 财务规划 practice.
第20集:克拉克·布莱克曼二世，188bet亚洲真人体育下载网址/PFS – Hear why Clark believes the assets under management compensation model is the best for clients.
第21集:艾伦·布鲁诺，188bet亚洲真人体育下载网址/PFS – Hear about Ellen Bruno’s unique path as a CPA/PFS that demonstrates the far-reaching career opportunities.
第22集:汤姆·特雷纳，188bet亚洲真人体育下载网址/PFS – Learn how Tom created a family office with 3 owners/employees serving 35 families.
第23集:Lisa Featherngill, CPA/PFS – Discover how Lisa is leading the way with making sure that the qualitative side of planning gets as much emphasis as the quantitative aspects.
第24集:Sarah Bradley, CPA/PFS - Find out how Sarah took a bold leap to go from employee to first time business owner providing tax compliance and personal 财务规划 services.
Episode 25: Lyle 本森, CPA/PFS and Andrea Millar, CPA/PFS - Learn how CPA financial planners got to where they are today and how this serves as the foundation for taking us into a successful future.
第26集:188bet亚洲真人体育下载网址/PFS莱尔·本森和188bet亚洲真人体育下载网址/PFS安德里亚·米勒 - Tune in to hear the second episode of the story of the CPA 财务规划 profession.
第27集:吉姆·香博，188bet亚洲真人体育下载网址(退休) - Discover how Jim has been successful in many areas of life from providing clients personal 财务规划 services to creating the PFS designation to retiring well and much more.
New episodes are released the last Friday morning of each month.
If you’d like to be interviewed or if you have questions you’d like to pose to the interviewees, 给我们发一封 消息.