If you're a tax practitioner, you've probably thought about expanding your business to include financial planning. But how do you actually do that, and what should you expect the process to be like? Our guest, Bridget Sullivan Mermel, CFP®, CPA of Sullivan Mermel, Inc., shares her experiences making just this transition: from tax practitioner to fiduciary, fee-only financial planner. 

To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Bridget Sullivan Mermel, please visit www.SullivanMermel.com.

Practical Wisdom Podcast from ACP

Ep. #01: From Tax Practice to Financial Planning - Bridget Sullivan Mermel, CFP®, CPA

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.