Do you want to be the trusted advisor who makes a meaningful difference in your client’s life? One of the ways to do this is to get in touch with the qualities of being that you want to demonstrate consistently with your clients. In this episode of the PFP Section podcast, Steve Atkinson, Managing Director with Admired Leadership, shares the behaviors that admired advisors have that separate them from the pack. Steve answers the following questions:
Tell us about your prior experiences that gave you insights into how the most admired advisors show up for their clients.
What is Admired Leadership and how is it evidence-based?
Share some of the behaviors that are seen consistently in the research.
How do these high performing admired advisors avoid burnout?
What do you suggest to CPA financial planners who are overloaded with work?
What’s your top takeaway for listeners?
For more resources related to this episode:
Register for Creating Your CPA Personal Financial Planning Practice workshop so that you can learn from others who have paved the path.
Access the Admired Leadership Field Notes.
Listen to the Admired Advisor 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 to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
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