The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Player FM - Internet Radio Done Right
Checked 5M ago
เพิ่มแล้วเมื่อ fiveปีที่ผ่านมา
เนื้อหาจัดทำโดย Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal
ที่คล้ายกับ Practical Wisdom from ACP Financial Advisors
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Hop aboard for an insightful ride with SE Ranking’s ‘Agency Rollercoaster’ podcast! We sit down with digital agency leaders to chat about their wild professional journeys. From dizzying highs to challenging lows, we cover it all—innovative strategies, client success stories, and insider tips straight from the experts. Whether you’re a seasoned pro or just starting out, our podcast plunges into the twists and turns of client management, team leadership, and business growth in the digital worl ...
…
continue reading
News and insight from the business world. Download the podcast via the BBC Sounds app.
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Welcome to an exciting new season of the podcast Your Career: Choice or Chance? - as we dive into the ever-evolving world of GenAI in the Workplace and explore the latest trends, experiences, and career journeys shaping the future of work as AI is increasingly ingrained in it. Each episode provides fresh insights, addressing the transformative influence of GenAI in shaping the workforce of tomorrow, making it a must-listen for anyone interested in staying ahead in the ever-evolving world of ...
…
continue reading
Player FM - แอป Podcast
ออฟไลน์ด้วยแอป Player FM !
ออฟไลน์ด้วยแอป Player FM !
))
Daily Deals
Ep. #10: Greater Together: Dual Membership in AICPA & ACP - Chris Wentzien, CFP®, CPA/PFS
Manage episode 256489057 series 2639281
เนื้อหาจัดทำโดย Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal
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 of Natural Bridges Financial Advisors in Santa Cruz, California, talks about his experience being a member of the American Institute of CPAs as well as the Alliance of Comprehensive Planners. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Chris Wentzien, please visit www.NaturalBridgesFA.com. Listen to the first episode in the “Greater Together" series, featuring PJ Wallin, CPA/PFS, CFP®, discussing dual membership in XYPN and ACP: https://soundcloud.com/PracticalWisdomPodcast/Episode08 Listen to the third episode in the “Greater Together" series, featuring Frankie Corrado, CFP®, RLP®, discussing dual membership in the Kinder Institute of Life Planning and ACP: https://soundcloud.com/PracticalWisdomPodcast/Episode12
…
continue reading
27 ตอน
แบ่งปันManage episode 256489057 series 2639281
เนื้อหาจัดทำโดย Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal
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 of Natural Bridges Financial Advisors in Santa Cruz, California, talks about his experience being a member of the American Institute of CPAs as well as the Alliance of Comprehensive Planners. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Chris Wentzien, please visit www.NaturalBridgesFA.com. Listen to the first episode in the “Greater Together" series, featuring PJ Wallin, CPA/PFS, CFP®, discussing dual membership in XYPN and ACP: https://soundcloud.com/PracticalWisdomPodcast/Episode08 Listen to the third episode in the “Greater Together" series, featuring Frankie Corrado, CFP®, RLP®, discussing dual membership in the Kinder Institute of Life Planning and ACP: https://soundcloud.com/PracticalWisdomPodcast/Episode12
…
continue reading
27 ตอน
ทุกตอน
×
Comprehensive financial planners are experts at helping our clients manage their money in support of their goals. But what about the advisor’s own financial picture? Who’s advising them? Our guest, Brooklyn Brock, CFP®, CEPA®, ChFC®, founder of Ellevate Advisors, discusses her work as an advisor to financial advisors, helping them to reach financial independence and establish successful exit plans. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Brooklyn Brock, please visit www.EllevateAdvisors.com…
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…
A lot of the financial planning industry focuses on investments because of their “something-for-nothing” feeling. But how do you advise clients on the whole of their financial lives? Our guest, Sheila Padden, CPA, CFP®, RLP®, founder of Padden Financial Planning and ACP Immediate Past President, discusses what it takes to deliver a complete financial plan and why it’s important to look beyond investments alone. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Sheila Padden, please visit www.PaddenFinancial.com…
Recorded on location at ACP's Annual Conference held September 2022 in Minneapolis, Minnesota, this special episode is a collage of ideas from a sampling of ACP financial planners. 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, offering thoughts on industry organizations, methodologies, visualization methods, profiles, niching, outsourcing, systemization, automation, fintech solutions and softwares, and more. To learn more about the ACP, please visit www.ACPlanners.org. ACP members featured in this episode: Sheila Padden, CPA, CFP®, RLP®, Founder of Padden Financial Planning Cordi Powell, CFP®, EA, Founder of Favored Financial Planning Bridget Sullivan Mermel, CFP®, CPA, Founder of Sullivan Mermel, Inc. John Scherer, CFP®, Founder of Trinity Financial Planning Kelly Adams, CFP®, RLP®, EA, Founder of Harbor Light Planning Rorik Larson, MBA, CFP®, EA, Founder of Essential Financial Strategies Brian Leben, CFP®, PFS, CPA, MBA, CGMA, Owner of Midwest Wealth Solutions Wendy Marsden, CFP®, CPA, Founder of ProsperiTea Planning Zach Teutsch, Founder of Values Added Financial Hannah Basil Bryant, CFP®, Financial Advisor at Savant Wealth Management…
As our financial planning practices grow, we sometimes find ourselves stuck on plateaus, facing problems that can’t be solved by working harder. How do we make progress when the tools we’ve used up til now won’t get us to our next professional goal? The Entrepreneurial Operating System (EOS) could provide the answer. Our guests, Al Davis, CFP®, EA, founder of Davis Financial Planning, and Adrianne Gordon, CEO & Partner, discuss how they use EOS to navigate the continued growth of their firm. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Al Davis and Adrianne Gordon, please visit www.DavisFinancialPlanning.com…
One of the challenges of fiduciary financial planning is how to best communicate with clients. You'd like your clients to tell you more about their financial lives, but they might be afraid of wasting your time if they think of you as just a professional specialist. You also want them to understand your own confidence and professional advice, but without their eyes glazing over from jargon. How can you talk with your clients in a way that helps you provide the greatest value? Our guest, Chip Simon, CFP®, Founder of Taconic Advisors, discusses how to talk with your clients so they, and you, will be confident that you’re heading in the right direction. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Chip Simon, please visit www.TaconicAdvisors.com…
AUM model, commissions, hourly fee, flat fee, retainer model... there are so many ways that financial advisors charge for their services these days that it's sometimes very confusing for consumers and hard to know which will serve them best. The same can be said for advisors themselves - which model is going to allow your business to thrive and serve clients to the fullest? Our guest, Jake Kuebler, CFP®, EA, Owner and Managing Partner of Bluestem Financial Advisors, explains the benefits of the retainer model and why it's often the best choice for advisors and their clients. Jake is the co-author (along with host Ken Robinson) of the whitepaper 'The Financial Planners' Retainer: A Reflection of Real Value' (https://www.acplanners.org/consumer/media/retainer-model). To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Jake Kuebler, please visit www.BluestemFA.com…
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 discuss a challenge faced during the pandemic and how they successfully moved through and resolved the issue, or the top lesson they learned for running a successful advisory practice during the pandemic. Ten members are featured here, offering thoughts on virtual client communications, working remotely, volatile markets, mindfulness, self-care, industry organizations, helpful software and fintech solutions, recruiting solutions, and more. To learn more about the ACP, please visit www.ACPlanners.org. ACP members featured in this episode: Frankie Corrado, CFP®, RLP®, Managing Director, Principal at Robertson Stephens; Sheila Padden, CPA, CFP®, RLP®, Founder of Padden Financial Planning; Linda Leitz, CFP®, EA, President of Peace of Mind Financial Planning; Dani Parris-Exline, AFC®, Financial Advisor at Peace of Mind Financial Planning; Jane Young, CFP®, EA, President of More Than Your Money, Inc.; Kelly Adams, CFP®, RLP®, EA, Founder of Harbor Light Planning; Mike Stanton, CFP®, Principal of Stanton Financial Planning; Ross Schmidt, President of Aspen Wealth Planners; Anabel Diaz, CFP®, Financial Associate at Natural Bridges Financial Advisors; Bert Whitehead, MBA, JD, Founder of the Alliance of Comprehensive Planners; Ken Robinson, CFP®, JD, Founder of Practical Financial Planning…
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 not wanting to provide tax planning, but now relishes it as one indispensable part of his firm and the value he provides for his clients. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Tim Caban, please visit www.CopperBeechAdvisors.com.…
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, Senior Planner and Partner at Cambridge Financial Group, as she takes us on her journey from her first steps in the profession to becoming the second of three partners in her firm. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Alicia Klein, please visit www.CambridgeFinancialGroup.com.…
1 Ep. #17: From Institutional Investing to Personal Fulfillment - Laura Rotter, CFA, MBA, CFP® 27:49
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 and all their concerns, anxieties, and ambitions? Join us as Financial Life Planner Laura Rotter, CFA, MBA, CFP®, founder of True Abundance Advisors, describes how she left a career of 30 years managing money for some of the country's largest institutions to help her clients focus on the things that matter most in their lives. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Laura Rotter, please visit www.TrueAbundanceAdvisors.com.…
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 us as Irfan Bhabhrawala, CFP®, Owner of Arbor Financial in Ann Arbor, Michigan, describes his experience seeking a firm to advise a family member. In time, he joined that same firm as an employee and then bought it from his family's advisor. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Irfan Bhabhrawala, please visit www.ArborFinancial.com.…
1 Ep. #15: Building a Business on the Closest of Ties - Lois Basil, CFP® & Hannah Basil Bryant, CFP® 36:03
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 Past President Lois Basil, CFP®, founder of Basil Financial Group, and Hannah Basil Bryant, CFP®, as they explain the process and unique challenges of working together as mother and daughter, and as fiduciary financial planning professionals. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Lois Basil and Hannah Basil Bryant, please visit www.BasilFinancialGroup.com.…
1 Ep. #14: Holistic Financial Planning Practice From Vision to Reality - Kristen Moosmiller, EA, CFP® 32:40
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 back to your community? Hear Kristen Moosmiller, EA, CFP®, founder and managing partner of NorthAvenue Financial Advocates, describe the journey that's led her and her business partner to the kind of financial planning practice that many professionals wish they had. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Kristen Moosmiller, please visit www.NorthAvenueFA.com.…
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 Powell, CFP®, EA, trained as a medical doctor before deciding she had more important goals in life. The founder of Favored Financial Planning, Cordi helps her clients see the big picture so they can confidently make important decisions in their financial lives. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Cordi Powell, please visit www.FavoredFP.com.…
ขอต้อนรับสู่ Player FM!
Player FM กำลังหาเว็บ
Daily Deals
ที่คล้ายกับ Practical Wisdom from ACP Financial Advisors
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Hop aboard for an insightful ride with SE Ranking’s ‘Agency Rollercoaster’ podcast! We sit down with digital agency leaders to chat about their wild professional journeys. From dizzying highs to challenging lows, we cover it all—innovative strategies, client success stories, and insider tips straight from the experts. Whether you’re a seasoned pro or just starting out, our podcast plunges into the twists and turns of client management, team leadership, and business growth in the digital worl ...
…
continue reading
News and insight from the business world. Download the podcast via the BBC Sounds app.
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Welcome to an exciting new season of the podcast Your Career: Choice or Chance? - as we dive into the ever-evolving world of GenAI in the Workplace and explore the latest trends, experiences, and career journeys shaping the future of work as AI is increasingly ingrained in it. Each episode provides fresh insights, addressing the transformative influence of GenAI in shaping the workforce of tomorrow, making it a must-listen for anyone interested in staying ahead in the ever-evolving world of ...
…
continue reading
Player FM - แอป Podcast
ออฟไลน์ด้วยแอป Player FM !
ออฟไลน์ด้วยแอป Player FM !
))
