Practical Wisdom from ACP Financial Advisors

Alliance of Comprehensive Planners (ACP)
Practical Wisdom from ACP Financial Advisors

In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.

  1. Ep. #26: Top Tips From Ten Fiduciary Fee-Only Planners at the 2023 ACP Annual Conference

    06/06/2024

    Ep. #26: Top Tips From Ten Fiduciary Fee-Only Planners at the 2023 ACP Annual Conference

    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

    18 min
  2. Ep. #20: Top Tips From Ten Fiduciary Fee-Only Planners at the 2021 ACP Annual Conference

    09/12/2021

    Ep. #20: Top Tips From Ten Fiduciary Fee-Only Planners at the 2021 ACP Annual Conference

    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

    16 min

About

In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.

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