You and Your Clients: An AICPA ENGAGE Sneak Peek [PFP Section]

//You and Your Clients: An AICPA ENGAGE Sneak Peek [PFP Section]

You and Your Clients: An AICPA ENGAGE Sneak Peek [PFP Section]

In this podcast, Michael Kitces interviews Mitch Anthony about becoming an invaluable voice in your clients’ lives.  This AICPA podcast is a sneak peek into Mitch’s session, You and Your Clients, at the 2019 Advanced Personal Financial Planning Conference at AICPA ENGAGE. Mitch talks about how to connect with your clients in a way that demonstrates who you are and what you’re about, questions to ask your clients, how to build trust with your clients, and much more.

 

iTunes: https://itunes.apple.com/us/podcast/american-institute-cpas-personal-financial-planning/id1378685721#

Pod-o-matic (Android/PC): https://www.podomatic.com/podcasts/aicpa-msc/episodes/2019-01-17T21_00_00-08_00

By |2019-01-18T17:31:06+00:00January 18th, 2019|

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