Ep. #04: Leaving the World of Commissions - Meredith Briggs, CFP® - a podcast by Alliance of Comprehensive Planners (ACP)

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, Meredith Briggs, CFP®, shares her journey: from selling products in the name of financial advice, to her ideal quality of life as a partner in a fiduciary, fee-only practice that’s dedicated to helping clients to really plan — and achieve — financial and life goals.

To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Meredith Briggs, please visit www.TaconicAdvisors.com.

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