Practical Wisdom from ACP Financial Advisors

Business & Economics Podcasts

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...

Episodes

Ep. #31: Tax Efficient Retirement Planning (and Dogs) – Marjorie L. Rand, CPA, CFP®, RICP®

Ep. #30: Attracting Ideal Clients by Being Authentic and Outspoken - Zach Teutsch & Tim Caban

Ep. #29: Enhancements to the ACP System – Fran Goldman, CFP®, MBA

Ep. #28: How Not To Invest, What To Do Instead, and Changing the Investing Mindset - Jonathan Bird, CFP®, CWS®

Ep. #27: The Advisor’s Own Financial Plan - Brooklyn Brock, CFP®, CEPA®, ChFC®

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

Ep. #25: Financial Planning’s Big Picture - Sheila Padden, CPA, CFP®, RLP®

Ep. #24: Top Tips From Ten Fiduciary Fee-Only Planners at the 2022 ACP Annual Conference

Ep. #23: Applying EOS to Your Practice - Al Davis, CFP®, EA & Adrianne Gordon

Ep. #22: Confident Client-Centered Conversations - Chip Simon, CFP®

Ep. #21: The Case for the Retainer Model - Jake Kuebler, CFP®, EA

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

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

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

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

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

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

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

Ep. #13: From Medicine to Fee-Only Financial Planning - Cordi Powell, CFP®, EA

Ep. #12: Greater Together: Dual Membership in Kinder Life Planning & ACP - Frankie Corrado, CFP® RLP