This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.


The 4-Step Coach Approach to Client Service Logo aicpa

  Mark Astrinos, CPA/PFS |   Free |   AICPA |   01 Aug 2016 |   AICPA Insights

To establish a great relationship with clients, CPA financial planners can take four steps to help coach them to success. This approach can help clients become more active participants in their financial planning and establish stronger relationships between planners and their clients. Learn more in this AICPA Insights blog post.

Topics covered:
  • Personal financial planning: Technical: Practice management & professional standards, Foundational