Cre­at­ing a mean­ing­ful expe­ri­ence for your clients has become even more impor­tant over the past year. Mack­ey McNeill, CPA/PFS, has gam­i­fied her process to bring fun to retire­ment plan­ning. In this episode of the PFP Sec­tion pod­cast, she shares her approach, step by step,
including:
  • How she opens the con­ver­sa­tion to invite her clients in
  • Why she has her clients who are cou­ples cre­ate their goals separately
  • What she says to get clients out of the data gath­er­ing weeds
  • How she cre­ates an ide­al and accept­able finan­cial plan to help with deci­sion making

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.

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.

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