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 ...
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Ep. #03: Seven Core Concepts for Holistic Financial Planning - Bert Whitehead, MBA, JD
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Manage episode 256489064 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.
Sometimes it seems financial plans are focused more on products or investment theory instead of how clients live their real lives. Adding more value for the client, by using a process that focuses on what makes a real difference to them, starts with looking at how they actually experience their money day by day. And this point of view compels us to challenge some widely held assumptions about how to deliver financial planning. Our guest, financial planning pioneer and ACP founder Bert Whitehead, JD, MBA, discusses seven core concepts holistic financial planners can apply to acknowledge the reality of what it’s like to create a plan for a real, living person, instead of a financial institution. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Bert Whitehead, please visit www.BertWhitehead.com.
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27 episodes
MP3•Episode home
Manage episode 256489064 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.
Sometimes it seems financial plans are focused more on products or investment theory instead of how clients live their real lives. Adding more value for the client, by using a process that focuses on what makes a real difference to them, starts with looking at how they actually experience their money day by day. And this point of view compels us to challenge some widely held assumptions about how to deliver financial planning. Our guest, financial planning pioneer and ACP founder Bert Whitehead, JD, MBA, discusses seven core concepts holistic financial planners can apply to acknowledge the reality of what it’s like to create a plan for a real, living person, instead of a financial institution. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Bert Whitehead, please visit www.BertWhitehead.com.
…
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27 episodes
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