American Institute Of Cpas - Personal Financial Planning (pfp)

Jean-Luc Bourdon, CPA/PFS has worn many hats in his career including accountant in corporate America, CPA tax professional, and owning his own wealth management firm. He shares his story and wisdom he has gained along the way in the fourth episode in this new podcast series hosted by Lyle Benson, CPA/PFS.  Jean-Luc discusses: What it takes for CPA firms to be successful in wealth management His chef’s table ultra-customized approach to his client services How he learned to be present and empathetic with his clients His proactive “retirement tribe” framework How he opened his eyes to the importance of self-care Why defining purpose and values provides meaning to our lives Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.  Visit the landing page for this series and access the first three episodes with Lyle Benson, Michael Goodman, and Sue Stevens. Use the AICPA P