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Connecting with clients in the current environment {PFP Section}

Connecting with clients in the current environment {PFP Section}

AICPA Personal Financial Planning (PFP) · AICPA & CIMA

April 10, 202026m 8s

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Show Notes

Guests: Martin Shenkman, CPA/PFS, MBA, AEP (Distinguished), JD

Increased health risks related to COVID-19, social distancing mandates, and the financial aspects of the CARES Act and other legislation has rapidly and dramatically changed the way CPA financial planners are practicing and serving their clients. There are practical considerations you can address and steps you can take in your practice to make sure you are providing the same high level of service with your clients' best interest in mind during these unprecedented and uncertain times. In this episode, Martin Shenkman, CPA/PFS, JD shares insights into:

  • What are some programs you can use to effectively and efficiently communicate with clients?
  • What should you say (and not say) in your messaging?
  • What tools can you use to interact with clients in a virtual setting?
  • How can you help your clients become comfortable with new technology tools you're implementing?
  • What can you do to empower your clients during this time?
  • What are effective ways to work remotely when it's new for you?
  • How can you sign legal documents in a virtual environment?
  • What should you consider when you're onboarding a new client in a virtual setting?

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The episode is brought to you by the AICPA's Personal Financial Planning Section (www.aicpa.org/pfp), the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential (www.aicpa.org/pfs) 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 and gain access to valuable member-only benefits.

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