Joshua Wiesenfeld, CP has made available for download his article, “What CPAs Must Do at the First Financial Planning Meeting”, published in the Journal of Accountancy. The abstract is as follows:
More than most accounting professionals, CPA financial planners delve into the intimate details of their clients’ lives. In fact, for a financial planning engagement to be successful, clients must allow themselves to be vulnerable — sharing their personal and financial habits, certainly, but also their hopes, dreams, and goals.
The initial planning meeting is therefore a crucial juncture in any successful financial planning relationship. Experienced CPA financial planners share best practices to help you establish yourself as a trusted adviser and ensure a successful and productive engagement.
Posted by Marin Larkin, Associate Editor, Wealth Strategies Journal.