Change is a uni­ver­sal con­stant. You want to be equipped to embrace it so that you can best serve your clients as the geopo­lit­i­cal and eco­nom­ic land­scapes evolve. In this pod­cast, Mack­ey McNeill, CPA/PFS inter­views futur­ist, David Houle to get his per­spec­tive on:

  • What’s going to be dif­fer­ent in the 2020s and why
  • How do you plan inside this disruption?
  • What is “human­ism” and how it will impact your rela­tion­ships with and ser­vices pro­vid­ed to your clients

Access the relat­ed resources from this podcast:

The 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 and 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 and gain access to valu­able mem­ber-only benefits.

Don’t miss an episode – sub­scribe to our pod­cast series on iTunes or Pod-o-Mat­ic! Just search for “AICPA Per­son­al Finan­cial Plan­ning” on any Apple, Android or Win­dows device from your web brows­er or favorite pod­cast app.