Decoder is a show from The Verge about big ideas — and other problems. Verge editor-in-chief Nilay Patel talks to a diverse cast of innovators and policymakers at the frontiers of business and technology to reveal how they’re navigating an ever-changing landscape, what keeps them up at night, and what it all means for our shared future.
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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. #04: Leaving the World of Commissions - Meredith Briggs, CFP®
Manage episode 256489063 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.
For decades, financial advisors have heard that the future of the profession is in fee compensation. But the transition from commissions to fees is still a daunting challenge for many. Our guest, Meredith Briggs, CFP®, shares her journey: from selling products in the name of financial advice, to her ideal quality of life as a partner in a fiduciary, fee-only practice that’s dedicated to helping clients to really plan — and achieve — financial and life goals. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Meredith Briggs, please visit www.TaconicAdvisors.com.
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29 епізодів
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Manage episode 256489063 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.
For decades, financial advisors have heard that the future of the profession is in fee compensation. But the transition from commissions to fees is still a daunting challenge for many. Our guest, Meredith Briggs, CFP®, shares her journey: from selling products in the name of financial advice, to her ideal quality of life as a partner in a fiduciary, fee-only practice that’s dedicated to helping clients to really plan — and achieve — financial and life goals. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Meredith Briggs, please visit www.TaconicAdvisors.com.
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29 епізодів
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Схожі до Practical Wisdom from ACP Financial Advisors
Decoder is a show from The Verge about big ideas — and other problems. Verge editor-in-chief Nilay Patel talks to a diverse cast of innovators and policymakers at the frontiers of business and technology to reveal how they’re navigating an ever-changing landscape, what keeps them up at night, and what it all means for our shared future.
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continue reading
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…
continue reading
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…
continue reading
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…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
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