Being in the peo­ple busi­ness of per­son­al finan­cial plan­ning often requires shift­ing from an expert with all the answers to a coach who ask ques­tions and lis­tens. In this episode of the PFP Sec­tion pod­cast, Mack­ey McNeill, CPA/PFS, gives you the frame­work she uses for her first meet­ing with her retire­ment clients, including:

  • Ask­ing open end­ed ques­tions to get the con­ver­sa­tion start­ed and active listening
  • Address­ing the fear that comes with mon­ey dis­cus­sions head on
  • Set­ting a frame by lay­ing out the game plan, your role, and the client’s role
  • Encour­ag­ing the client to set inten­tions that guide the finan­cial plan forward

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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 to join our com­mu­ni­ty, gain access to valu­able mem­ber-only ben­e­fits or learn about our PFP cer­tifi­cate pro­gram.

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