Ep. #14: Holistic Financial Planning Practice From Vision to Reality - Kristen Moosmiller, EA, CFP®

Practical Wisdom from ACP Financial Advisors
14/09/2020 32 min
Ep. #14: Holistic Financial Planning Practice From Vision to Reality - Kristen Moosmiller, EA, CFP®

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Episode Synopsis

What makes an exemplary financial planning business? How do you provide unbiased fiduciary advice and excellent client service while growing your client base, advancing the industry, and giving back to your community? Hear Kristen Moosmiller, EA, CFP®, founder and managing partner of NorthAvenue Financial Advocates, describe the journey that's led her and her business partner to the kind of financial planning practice that many professionals wish they had.

To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Kristen Moosmiller, please visit www.NorthAvenueFA.com.

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