Podcasts by Practical Wisdom from ACP Financial Advisors
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.
Further podcasts by Alliance of Comprehensive Planners (ACP)
Podcast on the topic Wirtschaft
All episodes
Ep. #20: Top Tips From Ten Fiduciary Fee-Only Planners at the 2021 ACP Annual Conference from 2021-12-09T19:09:23
Recorded on location at ACP's Annual Conference held October 2021 in Atlanta, Georgia, this special episode is a collage of ideas from a sampling of ACP financial planners. Advisors were asked to d...
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Ep. #19: Including Taxes in Your Service Model - and Loving It! - Tim Caban, EA, CFP® from 2021-08-16T22:54:40
Should you include tax planning in your offerings? Maybe even (gasp!) tax preparation? Join our guest, Timothy Caban, EA, CFP®, Founder of Copper Beech Advisors, as he tells us why he started out n...
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Ep. #18: From Planner to Partner - Alicia Klein, CFP®, EA from 2021-04-23T19:09:35
A career as a fee-only planner may begin with a job in an existing practice. What’s it like as the planner's role evolves from entry-level to owner? Join us and our guest Alicia Klein, CFP®, EA, Se...
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Ep. #17: From Institutional Investing to Personal Fulfillment - Laura Rotter, CFA, MBA, CFP® from 2021-02-11T18:38:15
There are many paths financial planners can take on the way to their calling. What's it like to to make the change from serving large organizations with business goals, to working with individuals ...
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Ep. #16: Taking Over an Established Practice - Irfan Bhabhrawala, CFP® from 2020-12-11T18:07:07
Many fee-only planners build their own practices from scratch, or with client relationships developed at a prior employer. But what's it like to buy an established practice from someone else? Join ...
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Ep. #15: Building a Business on the Closest of Ties - Lois Basil, CFP® & Hannah Basil Bryant, CFP® from 2020-11-09T22:47:10
Staffing and succession are significant challenges for small financial planning firms. Should an owner bring their adult child into the business, or does it make things even tougher? Join ACP Board...
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Ep. #14: Holistic Financial Planning Practice From Vision to Reality - Kristen Moosmiller, EA, CFP® from 2020-09-14T18:49:52
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 bac...
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Ep. #13: From Medicine to Fee-Only Financial Planning - Cordi Powell, CFP®, EA from 2020-07-10T16:28:26
Helping clients with their financial lives is a lot like helping them see the picture on the outside of the jigsaw puzzle box when they’re only looking at the individual pieces. Our guest, Cordi Po...
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Ep. #12: Greater Together: Dual Membership in Kinder Life Planning & ACP - Frankie Corrado, CFP® RLP from 2020-05-20T20:57
This episode is the third in our series, “Greater Together,” highlighting the experiences of ACP members who maintain other professional memberships as well. Registered Life Planner® Frankie Corrad...
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Ep. #11: When Financial Planning is Your Next Career - Bill Carlson, CFP® from 2020-04-13T21:49:01
Many fiduciary planners began their careers in a different part of the financial world. But others come from careers in entirely different fields. Our guest, Bill Carlson, CFP®, Managing Partner an...
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Ep. #10: Greater Together: Dual Membership in AICPA & ACP - Chris Wentzien, CFP®, CPA/PFS from 2020-03-11T22:16:32
This episode is the second in our series, “Greater Together,” highlighting the experiences of ACP members who maintain other professional memberships as well. Chris Wentzien, CFP®, CPA/PFS, Founder...
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Ep. #09: Top Tips From Eleven Fiduciary Fee-Only Planners at the 2019 ACP Annual Conference from 2020-01-29T05:12:49
Recorded on location at ACP's Annual Conference held November 2019 in San Diego, California, this special episode is a collage of ideas from a sampling of ACP financial planners. Advisors were aske...
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Ep. #08: Greater Together: Dual Membership in XYPN & ACP - PJ Wallin, CPA/PFS, CFP® from 2019-12-19T17:07:23
This episode is the first in a series, “Greater Together,” highlighting the experiences of ACP members who maintain other professional memberships as well. PJ Wallin, CPA/PFS, CFP®, Founder of Atla...
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Ep. #07: Changing Lanes: From Insurance Sales to Holistic Financial Planning - Steve Swicegood, CFP® from 2019-11-07T23:49:40
Most of the financial planning industry is so focused on Assets Under Management, those words describe both the size of a firm and how much clients pay for advice. With the AUM model being so preva...
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Ep. #06: Adding Value for Clients with Tax-Focused Financial Planning - Jon Heller, CFA, CFP®, EA from 2019-10-01T14:02:27
Income tax is about far more than return preparation. Can you transform this annual filing chore into something else, helping your clients understand how their decisions throughout the year save th...
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Ep. #05: The Profitable Lifestyle Practice - Troy Von Haefen, CFP® from 2019-08-30T18:16:30
The label lifestyle practice suggests that the advisor has greater-than-average freedom with their time, but at the cost of restricting their own professional revenue. Do you have to choose between...
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Ep. #04: Leaving the World of Commissions - Meredith Briggs, CFP® from 2019-07-24T21:46:50
For decades, financial advisors have heard that the future of the profession is in fee compensation. But the transition from commissions to fees is still a daunting challenge for many. Our guest, M...
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Ep. #03: Seven Core Concepts for Holistic Financial Planning - Bert Whitehead, MBA, JD from 2019-07-03T17:00:02
Sometimes it seems financial plans are focused more on products or investment theory instead of how clients live their real lives. Adding more value for the client, by using a process that focuses ...
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Ep. #02: Holistic Financial Planning - Kelly Adams, CFP®, EA from 2019-05-22T16:12:44
Financial Planning is about more than investments. Other subjects like taxes, insurance, and estate planning are also crucial to a household's financial future. But with guidance on each of these s...
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Ep. #01: From Tax Practice to Financial Planning - Bridget Sullivan Mermel, CFP®, CPA from 2019-04-22T22:15:20
If you're a tax practitioner, you've probably thought about expanding your business to include financial planning. But how do you actually do that, and what should you expect the process to be like...
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