120: Relationship Coach for Your Soul, Your Self, and Your Money – Robina Bennion CPA

Robina Bennion, a CPA with a highly specialized business coaching individuals on the key areas of soul, self, and money, joined us for this episode of Life In Accounting, the Where Accountants Go podcast.  In addition to being a CPA, Robina is a Certified Money Coach (CMC) as well!  This episode is truly enlightening and has something for everyone.

Early Career

Robina started as many CPAs do.  She encountered an individual she admired greatly at an early age that happened to be a CPA.  It was through that interaction that she became interested in the career path, and after college went into public accounting doing both audit and tax work with a smaller firm.  The variety of experience that she gained while working at smaller firms seems to have served her well.

Mergers

Although Robina joined the firms we discussed mostly post-merger, we still get into a short discussion of what it takes to be successful at a firm after they have went through the merger process with another CPA firm.  Robina has some valuable insights for us, namely to 1) be open to sharing knowledge, 2) to be open to learning, and probably the most important, 3) to be patient.

Coaching for Your Soul…

This particular line was what initially caught my attention when I invited Robina on the show.  She is a “relationship coach for your soul, your self, and your money”.  I found that holistic approach to be very intriguing, and couldn’t resist reaching out to her so that we could find out more.  You’ll need to listen to the full episode to get the full picture of Robina’s business because she describes it far better than we ever could here.  However, in a nutshell Robina takes a more well-rounded approach when working with her coaching clients that includes, but is in no way limited to, studying their behavioral patterns when it comes to finances.

If you enjoy this episode, you will likely appreciate these interviews as well:  Sarah Elliott and Brian Kush.

To listen in, please click on the media player below: