Speaking with clients early and often during the COVID-19 pandemic helped them to stay focused on long-term goals, a new AICPA survey finds.
The 2020 COVID-19 Personal Finance Planning Trends Survey Report, conducted in May, explores how CPA financial planners worked with clients during the pandemic.
A majority (76%) of CPA financial planners surveyed said they were speaking with their clients about COVID-19’s impact on their finances by the middle of March, and 42% said their first COVID-related conversations with their clients happened by the end of February.
What did CPAs learn from communicating with clients during these uncertain times? Find out here.