All Episodes
Episodes
CPA to FPP with Lisa
Join Brianne Smith and Lisa as they discuss adding personal financial planning to your practice at AICPA Engage Conference.
View Episode
CPA to PFP with Erin
Join Brianne Smith and Erin discuss adding personal financial planning to your practice at AICPA Engage Conference.
View Episode
The Family Office Model with Michael Kurth
Join Michael Kurth and Brianne Smith discuss family office concepts on our first ever Teams podcast.
View Episode
CPA to PFP with Mary
Brianne Smith and Mary discuss adding personal financial planning to your practice at AICPA Engage Conference.
View Episode
CPA to PFP with Joy
Join Brianne Smith and Joy back at AICPA Engage Conference to discuss adding PFP to your practice.
View Episode
CPA to PFP with Michelle Chan
Brianne Smith and Michelle Chan continue to discuss adding personal financial planning to your CPA practice at AICPA Engage Conference.
View Episode
CPA to PFP with Joyce Cho
Join Brianne Smith and Joyce Cho at AICPA Engage Conference discuss how to add personal financing planning to your CPA practice.
View Episode
