Check out my latest podcast. Dave Stolz, CPA/PFS and I were asked to share our thoughts on how CPA Financial Planners can best address client concerns regarding the coronavirus pandemic. Dave and I offered ideas on how to be a calming influence on those whom we serve.
https://www.podomatic.com/podcasts/aicpa-msc/episodes/2020-03-19T08_36_40-07_00
Finding (and being) calm amid the chaos {PFP Section} by American Institute of CPAs — Personal Financial Planning (PFP)