Introducing The Unshakeables, a new podcast from Chase for Business and iHeartMedia's Ruby Studio. Small businesses are the heart and soul of this country, but it takes a brave individual to start and run a company of their own. From mom-and-pop coffee shops to auto-detailing garages -- no matter the type of industry you’re in, every small business owner knows that the journey is full of the unexpected. A single moment may even change the course of your business forever. Those who stand firm ...
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Вміст надано Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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Ep. #25: Financial Planning’s Big Picture - Sheila Padden, CPA, CFP®, RLP®
Manage episode 399482507 series 2639281
Вміст надано Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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
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27 епізодів
Поширити
Manage episode 399482507 series 2639281
Вміст надано Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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
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27 епізодів
Усі епізоди
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Схожі до Practical Wisdom from ACP Financial Advisors
Introducing The Unshakeables, a new podcast from Chase for Business and iHeartMedia's Ruby Studio. Small businesses are the heart and soul of this country, but it takes a brave individual to start and run a company of their own. From mom-and-pop coffee shops to auto-detailing garages -- no matter the type of industry you’re in, every small business owner knows that the journey is full of the unexpected. A single moment may even change the course of your business forever. Those who stand firm ...
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