19 episodes

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.

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

    • Business
    • 5.0 • 6 Ratings

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.

    Ep. #19: Including Taxes in Your Service Model - and Loving It! - Tim Caban, EA, CFP®

    Ep. #19: Including Taxes in Your Service Model - and Loving It! - Tim Caban, EA, CFP®

    Should you include tax planning in your offerings? Maybe even (gasp!) tax preparation? Join our guest, Timothy Caban, EA, CFP®, Founder of Copper Beech Advisors, as he tells us why he started out not wanting to provide tax planning, but now relishes it as one indispensable part of his firm and the value he provides for his clients.

    To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Tim Caban, please visit www.CopperBeechAdvisors.com.

    • 35 min
    Ep. #18: From Planner to Partner - Alicia Klein, CFP®, EA

    Ep. #18: From Planner to Partner - Alicia Klein, CFP®, EA

    A career as a fee-only planner may begin with a job in an existing practice. What’s it like as the planner's role evolves from entry-level to owner? Join us and our guest Alicia Klein, CFP®, EA, Senior Planner and Partner at Cambridge Financial Group, as she takes us on her journey from her first steps in the profession to becoming the second of three partners in her firm.

    To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Alicia Klein, please visit www.CambridgeFinancialGroup.com.

    • 34 min
    Ep. #17: From Institutional Investing to Personal Fulfillment - Laura Rotter, CFA, MBA, CFP®

    Ep. #17: From Institutional Investing to Personal Fulfillment - Laura Rotter, CFA, MBA, CFP®

    There are many paths financial planners can take on the way to their calling. What's it like to to make the change from serving large organizations with business goals, to working with individuals and all their concerns, anxieties, and ambitions? Join us as Financial Life Planner Laura Rotter, CFA, MBA, CFP®, founder of True Abundance Advisors, describes how she left a career of 30 years managing money for some of the country's largest institutions to help her clients focus on the things that matter most in their lives.

    To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Laura Rotter, please visit www.TrueAbundanceAdvisors.com.

    • 27 min
    Ep. #16: Taking Over an Established Practice - Irfan Bhabhrawala, CFP®

    Ep. #16: Taking Over an Established Practice - Irfan Bhabhrawala, CFP®

    Many fee-only planners build their own practices from scratch, or with client relationships developed at a prior employer. But what's it like to buy an established practice from someone else? Join us as Irfan Bhabhrawala, CFP®, Owner of Arbor Financial in Ann Arbor, Michigan, describes his experience seeking a firm to advise a family member. In time, he joined that same firm as an employee and then bought it from his family's advisor.

    To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Irfan Bhabhrawala, please visit www.ArborFinancial.com.

    • 25 min
    Ep. #15: Building a Business on the Closest of Ties - Lois Basil, CFP® & Hannah Basil Bryant, CFP®

    Ep. #15: Building a Business on the Closest of Ties - Lois Basil, CFP® & Hannah Basil Bryant, CFP®

    Staffing and succession are significant challenges for small financial planning firms. Should an owner bring their adult child into the business, or does it make things even tougher? Join ACP Board Past President Lois Basil, CFP®, founder of Basil Financial Group, and Hannah Basil Bryant, CFP®, as they explain the process and unique challenges of working together as mother and daughter, and as fiduciary financial planning professionals.

    To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Lois Basil and Hannah Basil Bryant, please visit www.BasilFinancialGroup.com.

    • 36 min
    Ep. #14: Holistic Financial Planning Practice From Vision to Reality - Kristen Moosmiller, EA, CFP®

    Ep. #14: Holistic Financial Planning Practice From Vision to Reality - Kristen Moosmiller, EA, CFP®

    What makes an exemplary financial planning business? How do you provide unbiased fiduciary advice and excellent client service while growing your client base, advancing the industry, and giving back to your community? Hear Kristen Moosmiller, EA, CFP®, founder and managing partner of NorthAvenue Financial Advocates, describe the journey that's led her and her business partner to the kind of financial planning practice that many professionals wish they had.

    To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Kristen Moosmiller, please visit www.NorthAvenueFA.com.

    • 32 min

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