⁃	How does our New identity affects our interaction with the world and our relationships. 
Scriptures: Phil. 4:6-7; Ephesians 5:15-17; Ephesians 5:25,33

Practical Wisdom/Husbands & Wives - Kwabena Poku & Steven & Carolla Lowe (2023/04/16)

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 this episode we reflect upon the question: What does it take to change?  We also reflect on blessings in disguise, the balancing of the masculine, and then were led into a larger discussion of the quest and the holy grail.

🎵 Music: Markotopa / “A Call to the Soul / courtesy of Lesfm

Season 2 | Episode 9: Recovering the Holy Grail

Are you looking for true freedom in your life? Tune in for an inspiring discussion with Gilbert Mane on his new book 7 Steps to Freedom: A Systematic Guide to What Everyone Wants.

Moments with Marianne airs in the Southern California area on KMET1490AM & 98.1 FM, an ABC Talk News Radio affiliate! 

Gilbert Mane, BA, LLM, educated in Sydney, Australia, graduated with a law degree in 1980. In 1989, he was appointed headmaster of an independent primary school, a position he held for nearly three decades. Under his leadership, the school became renowned for its distinctive curriculum, integrating traditional subjects such as Mathematics, English, and Nature Study with Sanskrit, Latin, Shakespeare, Mozart, Philosophy, Mindfulness, and Practical Virtue. In 1975, Gilbert discovered a school of practical wisdom, where he encountered exceptional teachers and fellow seekers, eventually becoming a teacher himself. He captured these insights in his book 7 Steps to Freedom, providing a guide for others.  In 2012, he delivered a TEDx talk on Education and Unity. Since retiring, Gilbert has authored three YA+ thriller-adventure novels blending historical and paranormal elements, and co-manages several businesses with his wife. https://gilbertmane.com/non-fiction/

For more show information visit:
www.MariannePestana.com

7 Steps to Freedom with Gilbert Mane BA LLM

Cassidy Dawn and Susan Reardon are everyday alchemists living each year as a “Solar Story,” a heroic journey for psycho-spiritual development.

Both ordained ministers, rather than deliver sermons they instead sit down once a month to record an unscripted heart-to-heart conversation, an honest exploration of the Love Lessons showing up personally and collectively on the stage of life.

Cassidy and Susan are co-founders of Robes of Light, a virtual wisdom school where you are invited to join in the spiritual adventure. 

Journey with them on the leading edge of consciousness as they seek to break the fourth wall between the 3rd-dimensional stage of life and the highest dimensions—to see the mystical in the mundane, reclaim sacred powers of intuition and creativity, and experience God directly.

Visit RobesofLight.com to learn more about their seasonal live shows, membership programs, and special events.

In a single moment your life can change!  “Moments with Marianne” is a transformative hour that covers an endless array of topics with the ‘best of the best.’ Her guest are leaders in their fields, ranging from inspirational authors, top industry leaders, business and spiritual entrepreneurs.  Each guest is gifted, and a true visionary!  A recognized leader in her own work, and while teaching others to develop, refocus, and grow; Marianne will bring the best guest, and sometimes a special surprise.  Don’t miss this – you never know just which ‘moment’ will change your life forever.

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 #Practical Wisdom