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. #09: Top Tips From Eleven Fiduciary Fee-Only Planners at the 2019 ACP Annual Conference
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Manage episode 256489058 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 November 2019 in San Diego, California, this special episode is a collage of ideas from a sampling of ACP financial planners. Advisors were asked to provide their top tips and words of wisdom. Eleven members are featured here, offering thoughts on fiduciary planning, firm succession, fees, business development, and more. To learn more about the ACP, please visit www.ACPlanners.org. ACP members featured in this episode: Dennis McNamara, CFP®, AIF®, Co-Founder of wHealth Advisors; David Klepeisz, CFP®, EA, Vice President of Accruent Wealth Advisors; Sheila Padden, CPA, CFP®, RLP®, Founder of Padden Financial Planning; Mary Alpers, CFP®, EA, President of Alpers Financial Planning; Wendy Marsden, CPA/PFS, CFP®, Founder of ProsperiTea Planning; Kelly Adams, CFP®, EA, Founder of Harbor Light Planning; Bridget Sullivan Mermel, CFP®, CPA, Founder of Sullivan Mermel, Inc.; Rorik Larson, CFP®, EA, Founder of Essential Financial Strategies; Kevin Jacobs, CFP®, EA, Founder of Step By Step Financial; Carol Friedhoff, CFP®, EA, Founder of Savvy Outcomes; Ken Robinson, CFP®, JD, Founder of Practical Financial Planning
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27 episodes
MP3•Episode home
Manage episode 256489058 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 November 2019 in San Diego, California, this special episode is a collage of ideas from a sampling of ACP financial planners. Advisors were asked to provide their top tips and words of wisdom. Eleven members are featured here, offering thoughts on fiduciary planning, firm succession, fees, business development, and more. To learn more about the ACP, please visit www.ACPlanners.org. ACP members featured in this episode: Dennis McNamara, CFP®, AIF®, Co-Founder of wHealth Advisors; David Klepeisz, CFP®, EA, Vice President of Accruent Wealth Advisors; Sheila Padden, CPA, CFP®, RLP®, Founder of Padden Financial Planning; Mary Alpers, CFP®, EA, President of Alpers Financial Planning; Wendy Marsden, CPA/PFS, CFP®, Founder of ProsperiTea Planning; Kelly Adams, CFP®, EA, Founder of Harbor Light Planning; Bridget Sullivan Mermel, CFP®, CPA, Founder of Sullivan Mermel, Inc.; Rorik Larson, CFP®, EA, Founder of Essential Financial Strategies; Kevin Jacobs, CFP®, EA, Founder of Step By Step Financial; Carol Friedhoff, CFP®, EA, Founder of Savvy Outcomes; Ken Robinson, CFP®, JD, Founder of Practical Financial Planning
…
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27 episodes
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