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


Manage episode 313503354 series 2639281
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Recorded on location at ACP's Annual Conference held October 2021 in Atlanta, Georgia, this special episode is a collage of ideas from a sampling of ACP financial planners. Advisors were asked to discuss a challenge faced during the pandemic and how they successfully moved through and resolved the issue, or the top lesson they learned for running a successful advisory practice during the pandemic. Ten members are featured here, offering thoughts on virtual client communications, working remotely, volatile markets, mindfulness, self-care, industry organizations, helpful software, recruiting solutions, and more. To learn more about the ACP, please visit www.ACPlanners.org. ACP members featured in this episode: Frankie Corrado, CFP®, RLP®, Managing Director, Principal at Robertson Stephens; Sheila Padden, CPA, CFP®, RLP®, Founder of Padden Financial Planning; Linda Leitz, CFP®, EA, President of Peace of Mind Financial Planning; Dani Parris-Exline, AFC®, Financial Advisor at Peace of Mind Financial Planning; Jane Young, CFP®, EA, President of More Than Your Money, Inc.; Kelly Adams, CFP®, RLP®, EA, Founder of Harbor Light Planning; Mike Stanton, CFP®, Principal of Stanton Financial Planning; Ross Schmidt, President of Aspen Wealth Planners; Anabel Diaz, CFP®, Financial Associate at Natural Bridges Financial Advisors; Bert Whitehead, MBA, JD, Founder of the Alliance of Comprehensive Planners; Ken Robinson, CFP®, JD, Founder of Practical Financial Planning

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