Why the Future of Financial Planning Runs Through the CPA
About this episode
The episode discusses the transformation of the CPA profession towards advisory services and the impact of technology and AI on client relationships.
What does the future of the CPA profession look like as advisory, financial planning, and AI reshape client expectations? In this episode of the AICPA Personal Financial Planning Podcast, Cary Sinnett sits down with Sue Coffey, CEO of Public Accounting at the American Institute of Certified Public Accountants, to discuss the profession's transformation from compliance-focused work to holistic trusted advisory. Sue shares why trust has become one of the profession's greatest competitive advantages, how technology and complexity are accelerating change, and why CPA financial planners are uniquely positioned to lead multigenerational client relationships. The conversation also explores how education, credentialing, AI, and evolving firm models are shaping the next generation of CPA advisors. Whether you are building an advisory practice, expanding into financial planning, or thinking about the future direction of the profession, this episode provides an inside look at where the CPA profession is headed and why the opportunity for planners has never been greater. Questions Answered Why is the CPA profession shifting from compliance toward advisory services? What makes CPA financial…
People in this episode
Host: Cary Sinnett
Guest: Sue Coffey
Topics covered
- financial planning
- CPA profession
- advisory services
- AI in finance
- client relationships
- education and credentialing
Keywords
- CPA
- financial planning
- advisory services
- AI
- client expectations
- trust
- multigenerational relationships
Mentioned in this episode
Organizations: American Institute of Certified Public Accountants, AICPA, CIMA
More episodes of AICPA Personal Financial Planning (PFP)
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- Small Planning Conversations That Lead to Bigger Engagements
- The Ripple Effect: How Financial Literacy Shapes Generations
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