Episode description
When you think about helping your clients become more future-proof, you’re probably thinking about things like helping them innovate, revamping their business models, taking advantage of new technologies, or finding their next competitive advantage.
However, you’re probably not thinking about helping them get their finances in order. I mean, that’s not future-proofing anybody’s business — that’s just doing what we’ve always done, right?
And yet our guest this week, Lyle Benson, says doing what we’ve always done is, in a way, the essence of being future-ready.
Lyle is president of L.K. Benson & Company in Baltimore, and he’s an MACPA member. He’s also on the forefront of advancing planning services for individuals within the profession; he served with the AICPA’s Personal Financial Planning Division Executive Committee, and the National Accreditation Committee, and the Baltimore Association for Financial Planning, and he is also chair of the Media Task Force of the AICPA's PFP Section.
To learn more, and for the complete show notes, visit blionline.org/blog.
Resources:
- Learn more at lkbenson.com
- Connect with Lyle on LinkedIn: https://www.linkedin.com/in/lyle-benson-b019b25/
- Future-proof your services: AICPA.org/GrowAdvisoryServices
- Check out MACPA’s CPE catalog: MACPA.org/learning
Future-Proof is produced by Podcast Masters