Practical Wisdom from ACP Financial Advisors

Practical Wisdom from ACP Financial Advisors

Por: Alliance of Comprehensive Planners (ACP)
In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
29 episodios disponibles

Latest episodes of the podcast Practical Wisdom from ACP Financial Advisors

Ep. #29: Enhancements to the ACP System – Fran Goldman, CFP®, MBA 13/08/2025
Ep. #28: How Not To Invest, What To Do Instead, and Changing the Investing Mindset - Jonathan Bird, CFP®, CWS® 22/05/2025
Ep. #27: The Advisor’s Own Financial Plan - Brooklyn Brock, CFP®, CEPA®, ChFC® 14/11/2024
Ep. #26: Top Tips From Ten Fiduciary Fee-Only Planners at the 2023 ACP Annual Conference 06/06/2024
Ep. #25: Financial Planning’s Big Picture - Sheila Padden, CPA, CFP®, RLP® 05/02/2024
Ep. #24: Top Tips From Ten Fiduciary Fee-Only Planners at the 2022 ACP Annual Conference 30/06/2023
Ep. #23: Applying EOS to Your Practice - Al Davis, CFP®, EA & Adrianne Gordon 09/12/2022
Ep. #22: Confident Client-Centered Conversations - Chip Simon, CFP® 29/06/2022
Ep. #21: The Case for the Retainer Model - Jake Kuebler, CFP®, EA 19/04/2022
Ep. #20: Top Tips From Ten Fiduciary Fee-Only Planners at the 2021 ACP Annual Conference 09/12/2021
Ep. #19: Including Taxes in Your Service Model - and Loving It! - Tim Caban, EA, CFP® 16/08/2021
Ep. #18: From Planner to Partner - Alicia Klein, CFP®, EA 23/04/2021
Ep. #17: From Institutional Investing to Personal Fulfillment - Laura Rotter, CFA, MBA, CFP® 11/02/2021
Ep. #16: Taking Over an Established Practice - Irfan Bhabhrawala, CFP® 11/12/2020
Ep. #15: Building a Business on the Closest of Ties - Lois Basil, CFP® & Hannah Basil Bryant, CFP® 09/11/2020
Ep. #14: Holistic Financial Planning Practice From Vision to Reality - Kristen Moosmiller, EA, CFP® 14/09/2020
Ep. #13: From Medicine to Fee-Only Financial Planning - Cordi Powell, CFP®, EA 10/07/2020
Ep. #12: Greater Together: Dual Membership in Kinder Life Planning & ACP - Frankie Corrado, CFP® RLP 20/05/2020
Ep. #11: When Financial Planning is Your Next Career - Bill Carlson, CFP® 13/04/2020
Ep. #10: Greater Together: Dual Membership in AICPA & ACP - Chris Wentzien, CFP®, CPA/PFS 11/03/2020
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