When Mack­ey began her busi­ness, she approached finan­cial plan­ning from a tech­ni­cal and data dri­ven per­spec­tive. She quick­ly found that clients often didn’t take steps to imple­ment the rec­om­mend­ed plan. In part 1 of the new approach to retire­ment plan­ning series, Mack­ey walks you through:

  • How she turned her finan­cial plan­ning process on its head to get clients to buy in
  • What she learned about peo­ple and psy­chol­o­gy to cre­ate the best results for her clients
  • Under­stand­ing the mon­ey bias­es that clients bring to the table and how to over­come these

Access resources relat­ed to this podcast:

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.

Don’t miss an episode.  Sub­scribe to our pod­cast series on iTunesPod-o-Mat­ic or Spo­ti­fy! Just search for “AICPA Per­son­al Finan­cial Plan­ning” on any Apple, Android or Win­dows device.