Deeper CPA financial planner connections with Dirk Edwards {PFP Section}
Episode description
Dirk Edwards, CPA/PFS, designed his financial planning practice to make the complex planning work the centerpiece for his clients. He brings in experts in the areas such as estate, risk management, and investments to implement the planning so that his family clients have the best specialists involved. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Dirk to share ideas that may resonate with others in the community. Lyle poses the following questions to Dirk:
- How did you get your PFP practice off the ground and evolve it to where it is now?
- Since you don’t manage investments or give investment advice, how do you connect the dots to provide holistic advice?
- What billing method has worked well with your practice model?
- How did you identify your partner to bring in as your successor?
- What’s your best of advice for someone starting a PFP practice or a tax professional adding PFP services to their offering?
Note that this podcast was recorded in August 2022.
Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit https://pfplanning.libsyn.com/pfp to access show notes with direct links.
- Listen to other episodes in this series.
- Join your AICPA PFP community at the next Advanced PFP Conference @ ENGAGE from June 5 through 8, 2023.
- Register for the next Building Your PFP Business workshop in advance of PFP ENGAGE on June 3 and 4, 2023.
- Register for the next PFS Live workshop in advance of PFP ENGAGE on June 3 and 4, 2023.
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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