46 - Building Lasting Client Relationships: How CPAs Can Become Trusted Advisors with Jeff Panik

In this insightful episode, Jeff Panik of Balanced Wealth Partners and Laurence Whittam explore the vital role financial advisors play in creating meaningful, long-term relationships with clients, especially CPAs aiming to be trusted advisors. Jeff shares his journey, key strategies, and practical advice for CPAs to strengthen client retention by fostering a "sticky" relationship with both clients and their families.

 

In this episode, you will be able to:

• Understand the importance of building "stickiness" with clients for long-term engagement.
• Discover actionable strategies to enhance client relationships and establish trust.
• Learn how to involve family members or business partners in planning for seamless client transitions.
• Gain insights into effective communication between CPAs and financial advisors for better client outcomes.
• Hear about best practices in hosting family meetings to secure intergenerational connections.

 

For more information or to reach out, contact Jeff Panik via his website at https://www.balancewealthpartners.com/