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. #29: Enhancements to the ACP System – Fran Goldman, CFP®, MBA
MP3•Episode home
Manage episode 500057347 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.
ACP members come from a wide range of backgrounds. One of the benefits all members receive from ACP is a system and set of processes that enables ACP advisors to deliver a superior financial planning experience to clients. But where does that system come from? And what's the process for keeping the ACP system not just up to date, but on the cutting edge? Our guest, Fran Goldman, CFP®, MBA, Senior Wealth Advisor with Mercer Advisors, has played an instrumental role in shaping and advancing the toolkit and practices that empower ACP advisors. Uncover the collaborative process behind keeping the ACP system both current and forward-thinking, with insights from a leader dedicated to elevating the profession. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Fran Goldman, please visit www.MercerAdvisors.com/Meet-Our-Team/Fran-Goldman
…
continue reading
29 episodes
MP3•Episode home
Manage episode 500057347 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.
ACP members come from a wide range of backgrounds. One of the benefits all members receive from ACP is a system and set of processes that enables ACP advisors to deliver a superior financial planning experience to clients. But where does that system come from? And what's the process for keeping the ACP system not just up to date, but on the cutting edge? Our guest, Fran Goldman, CFP®, MBA, Senior Wealth Advisor with Mercer Advisors, has played an instrumental role in shaping and advancing the toolkit and practices that empower ACP advisors. Uncover the collaborative process behind keeping the ACP system both current and forward-thinking, with insights from a leader dedicated to elevating the profession. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Fran Goldman, please visit www.MercerAdvisors.com/Meet-Our-Team/Fran-Goldman
…
continue reading
29 episodes
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