Ep. #29: Enhancements To The ACP System – Fran Goldman, CFP®, MBA Practical Wisdom From ACP Financial Advisors podcast

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Ep. #29: Enhancements to the ACP System – Fran Goldman, CFP®, MBA

2M ago 39:59

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MP3•Головна епізоду

ACP members come from a wide range of backgrounds. One of the benefits all members receive from ACP is a system and set of processes that enables ACP advisors to deliver a superior financial planning experience to clients. But where does that system come from? And what's the process for keeping the ACP system not just up to date, but on the cutting edge? Our guest, Fran Goldman, CFP®, MBA, Senior Wealth Advisor with Mercer Advisors, has played an instrumental role in shaping and advancing the toolkit and practices that empower ACP advisors. Uncover the collaborative process behind keeping the ACP system both current and forward-thinking, with insights from a leader dedicated to elevating the profession. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Fran Goldman, please visit www.MercerAdvisors.com/Meet-Our-Team/Fran-Goldman

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#Business #Practical Wisdom From ACP Financial Advisors #Alliance of Comprehensive Planners (ACP