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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.

Tracks

Ep. #22: Confident Client-Centered Conversations - Chip Simon, CFP® 43:12 29/06/22
Ep. #21: The Case for the Retainer Model - Jake Kuebler, CFP®, EA 37:27 19/04/22
Ep. #20: Top Tips From Ten Fiduciary Fee-Only Planners at the 2021 ACP Annual Conference 16:18 09/12/21
Ep. #19: Including Taxes in Your Service Model - and Loving It! - Tim Caban, EA, CFP® 35:46 16/08/21
Ep. #18: From Planner to Partner - Alicia Klein, CFP®, EA 34:20 23/04/21
Ep. #17: From Institutional Investing to Personal Fulfillment - Laura Rotter, CFA, MBA, CFP® 27:49 11/02/21
Ep. #16: Taking Over an Established Practice - Irfan Bhabhrawala, CFP® 25:35 11/12/20
Ep. #15: Building a Business on the Closest of Ties - Lois Basil, CFP® & Hannah Basil Bryant, CFP® 36:03 09/11/20
Ep. #14: Holistic Financial Planning Practice From Vision to Reality - Kristen Moosmiller, EA, CFP® 32:40 14/09/20
Ep. #13: From Medicine to Fee-Only Financial Planning - Cordi Powell, CFP®, EA 22:22 10/07/20
Ep. #12: Greater Together: Dual Membership in Kinder Life Planning & ACP - Frankie Corrado, CFP® RLP 29:00 20/05/20
Ep. #11: When Financial Planning is Your Next Career - Bill Carlson, CFP® 21:59 13/04/20
Ep. #10: Greater Together: Dual Membership in AICPA & ACP - Chris Wentzien, CFP®, CPA/PFS 26:24 11/03/20
Ep. #09: Top Tips From Eleven Fiduciary Fee-Only Planners at the 2019 ACP Annual Conference 15:11 29/01/20
Ep. #08: Greater Together: Dual Membership in XYPN & ACP - PJ Wallin, CPA/PFS, CFP® 27:26 19/12/19
Ep. #07: Changing Lanes: From Insurance Sales to Holistic Financial Planning - Steve Swicegood, CFP® 29:35 07/11/19
Ep. #06: Adding Value for Clients with Tax-Focused Financial Planning - Jon Heller, CFA, CFP®, EA 28:45 01/10/19
Ep. #05: The Profitable Lifestyle Practice - Troy Von Haefen, CFP® 24:41 30/08/19
Ep. #04: Leaving the World of Commissions - Meredith Briggs, CFP® 24:13 24/07/19
Ep. #03: Seven Core Concepts for Holistic Financial Planning - Bert Whitehead, MBA, JD 27:34 03/07/19
Ep. #02: Holistic Financial Planning - Kelly Adams, CFP®, EA 25:22 22/05/19
Ep. #01: From Tax Practice to Financial Planning - Bridget Sullivan Mermel, CFP®, CPA 20:50 22/04/19