American Institute Of Cpas - Personal Financial Planning (pfp)

Guest: Mackey McNeill, CPA/PFS Being in the people business of personal financial planning often requires shifting from an expert with all the answers to a coach who ask questions and listens. In this episode of the PFP Section podcast, Mackey McNeill, CPA/PFS, gives you the framework she uses for her first meeting with her retirement clients, including: Asking open ended questions to get the conversation started and active listening Addressing the fear that comes with money discussions head on Setting a frame by laying out the game plan, your role, and the client’s role Encouraging the client to set intentions that guide the financial plan forward Access resources related to this podcast: The new approach to retirement planning: part 1 The Adviser’s Guide to Practical Retirement 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