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Ep. #26: Top Tips From Ten Fiduciary Fee-Only Planners at the 2023 ACP Annual Conference

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Manage episode 422336755 series 2639281
Inhalt bereitgestellt von Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
Recorded on location at ACP's Annual Conference held November 2023 in Spokane, Washington, this special episode is a collage of ideas from a sampling of ACP financial planners. Sharing best ideas from the last year and what they started doing in 2023 that they think would help other advisors in 2024, ACP advisors were asked to provide their top tips, tools, and words of wisdom when it comes to running and managing an independent advisory firm. Ten members are featured here (plus one ACP partner), offering thoughts on industry organizations, methodologies, niching, outsourcing, systemization, automation, fintech and software solutions, and more. To learn more about the ACP, please visit www.ACPlanners.org. Featured in this episode: Michael Garber, CFP®, CRTP, MSEE, Founder of Michael Garber Financial Planning Sheila Padden, CPA, CFP®, RLP®, Founder of Padden Financial Planning Kelly Adams, CFP®, RLP®, EA, Founder of Harbor Light Planning Tim Massie, CFP®, Founder of Timepiece Financial Planning Steven Jarvis, CPA, MBA, Founder of Retirement Tax Services Wesley Stien, CFP®, MBA, Principal at Lodestar Financial Management Steve Martin, CFP®, CPA, JD, LLM, Owner of Oasis Wealth Planning Advisors Ken Robinson, CFP®, JD, Founder of Practical Financial Planning Elizabeth Buffardi, CFP®, CPA, Founder of Crescendo Financial Planners Thomas Cook, CFP®, EA, Founder of Retire To Tellico Laura Rotter, CFA, MBA, CFP®, Founder of True Abundance Advisors
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29 Episoden

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iconTeilen
 
Manage episode 422336755 series 2639281
Inhalt bereitgestellt von Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
Recorded on location at ACP's Annual Conference held November 2023 in Spokane, Washington, this special episode is a collage of ideas from a sampling of ACP financial planners. Sharing best ideas from the last year and what they started doing in 2023 that they think would help other advisors in 2024, ACP advisors were asked to provide their top tips, tools, and words of wisdom when it comes to running and managing an independent advisory firm. Ten members are featured here (plus one ACP partner), offering thoughts on industry organizations, methodologies, niching, outsourcing, systemization, automation, fintech and software solutions, and more. To learn more about the ACP, please visit www.ACPlanners.org. Featured in this episode: Michael Garber, CFP®, CRTP, MSEE, Founder of Michael Garber Financial Planning Sheila Padden, CPA, CFP®, RLP®, Founder of Padden Financial Planning Kelly Adams, CFP®, RLP®, EA, Founder of Harbor Light Planning Tim Massie, CFP®, Founder of Timepiece Financial Planning Steven Jarvis, CPA, MBA, Founder of Retirement Tax Services Wesley Stien, CFP®, MBA, Principal at Lodestar Financial Management Steve Martin, CFP®, CPA, JD, LLM, Owner of Oasis Wealth Planning Advisors Ken Robinson, CFP®, JD, Founder of Practical Financial Planning Elizabeth Buffardi, CFP®, CPA, Founder of Crescendo Financial Planners Thomas Cook, CFP®, EA, Founder of Retire To Tellico Laura Rotter, CFA, MBA, CFP®, Founder of True Abundance Advisors
  continue reading

29 Episoden

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