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

Mostrando página 2 de 2

Ep. #09: Top Tips From Eleven Fiduciary Fee-Only Planners at the 2019 ACP Annual Conference 29/01/2020
Ep. #08: Greater Together: Dual Membership in XYPN & ACP - PJ Wallin, CPA/PFS, CFP® 19/12/2019
Ep. #07: Changing Lanes: From Insurance Sales to Holistic Financial Planning - Steve Swicegood, CFP® 07/11/2019
Ep. #06: Adding Value for Clients with Tax-Focused Financial Planning - Jon Heller, CFA, CFP®, EA 01/10/2019
Ep. #05: The Profitable Lifestyle Practice - Troy Von Haefen, CFP® 30/08/2019
Ep. #04: Leaving the World of Commissions - Meredith Briggs, CFP® 24/07/2019
Ep. #03: Seven Core Concepts for Holistic Financial Planning - Bert Whitehead, MBA, JD 03/07/2019
Ep. #02: Holistic Financial Planning - Kelly Adams, CFP®, EA 22/05/2019
Ep. #01: From Tax Practice to Financial Planning - Bridget Sullivan Mermel, CFP®, CPA 22/04/2019
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