Episode 48 - Ryan Brinkman - Boldness in Client Relationships and parenting

Meet Ryan!

In this conversation, Ryan Brinkman discusses the importance of being bold in client relationships, particularly when advising on financial decisions. He emphasizes the need for transparency and honesty, even when it may not be what clients want to hear. The discussion also touches on the financial risks associated with certain decisions, highlighting the CPA's role in guiding clients through these complexities.

Takeaways

- It's important to be bold with clients.

- Transparency is key in client relationships.

- Advising clients can sometimes mean delivering hard truths.

- Financial risks must be clearly communicated to clients.

- Not all financial decisions are straightforward or beneficial.

- CPAs have a responsibility to guide clients wisely.

- Clients may not always unde ...