Reviewed as of August-2023
Akemi Dalvi, CPA/PFS, began her career working in audit at PwC. She loved the idea of working more intimately with clients, so she took her dad’s offer to join his financial planning business in 2008 and has since taken over as President. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Akemi. She responds to the following questions:
How did she create a niche practice to serve Japanese Americans?
How did the pandemic lead to endless possibilities for attracting and retaining clients and staff?
What allows her to spend her time on what she loves most?
How does she build her knowledge and community of other advisors?
What do her clients find most valuable about her service offering?
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