Discover tips for deepening the dialogue you have with your clients and the significant impact this can have on their lives in this PFP Section podcast presented by Jean-Luc Bourdon, CPA/PFS, CFP®
From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20200918-transformative-conversations.html