AICPA Personal Financial Planning Podcast

Transform Tax Season Into Year-Round Client Value with Dr. Brianne Smith

In this episode, Kerry Simmet talks with Dr. Brianne Smith, a CPA and financial planning veteran, about how integrating personal financial planning (PFP) transforms a CPA’s client service model. Smith explains that adding planning not only deepens client relationships and reduces the seasonal burnout of tax work, but also creates a steady revenue stream through asset‑based fees. She highlights the PFS credential as the gateway for CPAs to gain the necessary knowledge and licensing, and discusses practical steps—such as partnering with hybrid RIA/RAA platforms—to build a planning‑centric practice. The conversation underscores the competitive advantage of CPA‑advisors who combine tax expertise with holistic financial advice.