Reviewed as of August-2023
Beth Gamel, CPA/PFS, has had many wonderful experiences over her 30+ year career as a CPA financial planner. Among other challenges, she was one of the first CPAs to add investment management to her offerings and she had to build her firm from the ground up. She shares her story and the lessons she learned along the way in this new podcast series hosted by Lyle Benson, CPA/PFS. Beth discusses:
How she created a successful retirement transition, financially and psychologically
What she did to attract clients in the early days
What she learned through the volatile investment markets that applies to today
How she mentored her staff to be able to serve the complex HNW clients
What the AICPA PFP community has meant for her success and her friendships
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Visit the landing page for Deeper CPA Financial Planner Connections to find other episodes in this series.
Use the AICPA PFP Section to help you help your clients by visiting us here. If you have questions, contact the PFP team at financialplanning@qukmj.com.
Connect with your community of peers at the PFP conference at ENGAGE and at the pre-conference workshop.
This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at e9.qukmj.com/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
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