The Unshakeables podcast from Chase for Business and iHeartMedia's Ruby Studio dives into the unbelievable “What are we gonna do now?” moments that changed everything for small business owners. From mom-and-pop coffee shops to auto-detailing garages, every small business owner knows that the journey is full of the unexpected. A single make-or-break experience can change the course of your business forever. Those who stand firm in their resolve have a special name. We call them The Unshakeabl ...
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Ep. #24: Top Tips From Ten Fiduciary Fee-Only Planners at the 2022 ACP Annual Conference
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Manage episode 367564879 series 2639281
Content provided by Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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
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29 episodes
MP3•Episode home
Manage episode 367564879 series 2639281
Content provided by Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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
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29 episodes
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