Recorded on location at ACP's Annual Conference held September 2022 in Minneapolis, Minnesota, this special episode is a collage of ideas from a sampling of ACP financial planners. 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, offering thoughts on industry organizations, methodologies, visualization methods, profiles, niching, outsourcing, systemization, automation, fintech solutions and softwares, and more.

To learn more about the ACP, please visit www.ACPlanners.org.

ACP members featured in this episode:
Sheila Padden, CPA, CFP®, RLP®, Founder of Padden Financial Planning
Cordi Powell, CFP®, EA, Founder of Favored Financial Planning
Bridget Sullivan Mermel, CFP®, CPA, Founder of Sullivan Mermel, Inc.
John Scherer, CFP®, Founder of Trinity Financial Planning
Kelly Adams, CFP®, RLP®, EA, Founder of Harbor Light Planning
Rorik Larson, MBA, CFP®, EA, Founder of Essential Financial Strategies
Brian Leben, CFP®, PFS, CPA, MBA, CGMA, Owner of Midwest Wealth Solutions
Wendy Marsden, CFP®, CPA, Founder of ProsperiTea Planning
Zach Teutsch, Founder of Values Added Financial
Hannah Basil Bryant, CFP®, Financial Advisor at Savant Wealth Management

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

A lot of the financial planning industry focuses on investments because of their “something-for-nothing” feeling. But how do you advise clients on the whole of their financial lives? Our guest, Sheila Padden, CPA, CFP®, RLP®, founder of Padden Financial Planning and ACP Immediate Past President, discusses what it takes to deliver a complete financial plan and why it’s important to look beyond investments alone.

To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Sheila Padden, please visit www.PaddenFinancial.com

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

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

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

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.

New tracks tagged #Alliance of Comprehensive Planners