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