Future-Proof Your Firm: Attracting Gen Z to CPA Financial Planning
AICPA Personal Financial Planning (PFP) · AICPA & CIMA
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Show Notes
The pipeline is aging—and the profession is feeling the pressure. But what if Gen Z isn't just the next wave of talent, but the spark that transforms your practice?
In this energizing episode, Cary Sinnett sits down with Sherron Permashwar, CPA and founder of The Modern Savvy CPA, to unpack why recruiting Gen Z isn't just important—it's essential. Sherron brings her insight as a 27-year CPA veteran with a digital-native following to explore:
· What Gen Z really wants from a career in financial planning
· How to move from a "hierarchy" mindset to a "community" culture
· Why high schools and colleges are missing the mark—and how you can fill the gap
· Content strategies CPA firms can use to build credibility and trust on TikTok, YouTube, and beyond
· How purpose, flexibility, and mentorship drive Gen Z retention
If you're ready to future-proof your firm and attract the next generation of purpose-driven professionals, this episode is for you.
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