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

Note: This audio upload is a selection of clips taken from the full-length Patreon interview with Dr. Aaron French. To hear the full interview, please visit my Patreon page; you could consider joining to have access to more content like this, or have the option for a one-time purchase of the full episode (visit the 'shop' link for more information about pricing). 
https://www.patreon.com/RejectedReligion 

My guest this month is Dr. Aaron French. Aaron received his doctorate in the study of religion, including an emphasis in science and technology studies, from the University of California, Davis. His monograph Max Weber, Rudolf Steiner, and Modern Western Esotericism: A Transcultural Approach will be published by Routledge in late 2024 in the “Asia, Europe, and Global Connections: Culture, History, and Trans-Area Studies“ book series. Aaron has published numerous peer-reviewed articles in academic journals and regularly gives lectures and presentations at international conferences. He currently teaches in the international Religious Studies Masters program at the University of Erfurt in Germany and works as a postdoctoral researcher at the Freie Universität Berlin.In our conversation, Aaron talks about new areas of research that he’s been exploring regarding the field of ufology, and its connections with esotericism, technology and religion. He’s currently editing a forthcoming interdisciplinary academic collaborative work about this, called Religion and the UFO Phenomenon: Methodological Challenges, that asks the questions, “how best should scholars of the humanities and social sciences approach the UFO phenomenon as an object of study? Why are otherworldly experiences intertwined with new forms of religiosity?”Aaron also gives a re-cap of the recent developments in the U.S. with regard to the UAP, or Unidentified Arial Phenomena, in Senate hearings and discusses the issues surrounding disclosure, with the largely failed attempt to establish a committee that would force the US government to declassify and release all information on UFOs. He then moves on to discuss his own developing research into the connections between ufology and esotericism, and how religion is being transformed, with some in academia speaking now of a new religiosity forming around these experiences. Aaron’s work is looking at this modern esotericism that keeps popping up in this new ‘hybrid technoscientific religiosity’ as he terms it. Ideas of evolution and training for humans who are interested in future realities in space are also discussed in terms of ritual initiation or Hero’s Journey that is likened to the Jedi training of the Star Wars story.

In closing, we also explore occulture and the cultural impact on all of this a bit, specifically how these ideas are played out in shows like X-Files and of course, my favorite, Twin Peaks.

Theme music: Daniel P. Shea

RR Patreon Tier 3 Free Excerpts Dr. Aaron French: Ufology & Esotericism

This guide provides a step-by-step framework to assess vendors, align priorities, and make informed decisions about enterprise data and analytics tools.
Published at:
https://www.eckerson.com/articles/the-buyer-s-guide-to-selecting-the-right-enterprise-data-analytics-tool

The Buyer’s Guide to Selecting the Right Enterprise Data & Analytics Tool - Audio Blog

Listen to data and analytics leaders share the secrets of their success. Wayne Eckerson, long-time global thought leader interviews guests who run data and analytics programs at Fortune 2000 organizations around the world. Tune in to stay abreast of the latest technologies, techniques, and trends in our fast-paced industry.

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 #Methodologies