PODCAST:   Deeper CPA Financial Planner Connections!

In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Akemi. She responds to a number of questions related to her work and life.

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In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Akemi. She responds to the following questions:

  • How did she create a niche practice to serve Japanese Americans?
  • How did the pandemic lead to endless possibilities for attracting and retaining clients and staff?
  • What allows her to spend her time on what she loves most?
  • How does she build her knowledge and community of other advisors?
  • What do her clients find most valuable about her service offering?

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