Deeper CPA financial planner connections with Jean-Luc Bourdon {PFP Section}
AICPA Personal Financial Planning (PFP) · AICPA & CIMA
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Jean-Luc Bourdon, CPA/PFS has worn many hats in his career including accountant in corporate America, CPA tax professional, and owning his own wealth management firm. He shares his story and wisdom he has gained along the way in the fourth episode in this new podcast series hosted by Lyle Benson, CPA/PFS. Jean-Luc discusses:
- What it takes for CPA firms to be successful in wealth management
- His chef's table ultra-customized approach to his client services
- How he learned to be present and empathetic with his clients
- His proactive "retirement tribe" framework
- How he opened his eyes to the importance of self-care
- Why defining purpose and values provides meaning to our lives
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 landing page for this series and access the first three episodes with Lyle Benson, Michael Goodman, and Sue Stevens.
- Use the AICPA PFP Section to help you help your clients by visting us here. If you have questions, contact the PFP team at [email protected].
- Connect with your community of peers at the PFP conference at ENGAGE and at the pre-conference workshop.
- Listen to Jean-Luc's podcast on how to have transformative conversations.
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.
Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search "AICPA Personal Financial Planning" on your favorite podcast app.