Deeper CPA financial planner connections with Lyle Benson {PFP Section}

American Institute of CPAs - Personal Financial Planning (PFP)

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 his business to where he is now and who does he credit for his progression?

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.

• Visit the PFP Section for resources to help you help your clients.
• Learn about the CPA exclusive PFS credential.
• Find resources to add financial planning to your tax practice.

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 at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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