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. #09: Top Tips From Eleven Fiduciary Fee-Only Planners at the 2019 ACP Annual Conference
Manage episode 256489058 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.
Recorded on location at ACP's Annual Conference held November 2019 in San Diego, California, this special episode is a collage of ideas from a sampling of ACP financial planners. Advisors were asked to provide their top tips and words of wisdom. Eleven members are featured here, offering thoughts on fiduciary planning, firm succession, fees, business development, and more. To learn more about the ACP, please visit www.ACPlanners.org. ACP members featured in this episode: Dennis McNamara, CFP®, AIF®, Co-Founder of wHealth Advisors; David Klepeisz, CFP®, EA, Vice President of Accruent Wealth Advisors; Sheila Padden, CPA, CFP®, RLP®, Founder of Padden Financial Planning; Mary Alpers, CFP®, EA, President of Alpers Financial Planning; Wendy Marsden, CPA/PFS, CFP®, Founder of ProsperiTea Planning; Kelly Adams, CFP®, EA, Founder of Harbor Light Planning; Bridget Sullivan Mermel, CFP®, CPA, Founder of Sullivan Mermel, Inc.; Rorik Larson, CFP®, EA, Founder of Essential Financial Strategies; Kevin Jacobs, CFP®, EA, Founder of Step By Step Financial; Carol Friedhoff, CFP®, EA, Founder of Savvy Outcomes; Ken Robinson, CFP®, JD, Founder of Practical Financial Planning
…
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Manage episode 256489058 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.
Recorded on location at ACP's Annual Conference held November 2019 in San Diego, California, this special episode is a collage of ideas from a sampling of ACP financial planners. Advisors were asked to provide their top tips and words of wisdom. Eleven members are featured here, offering thoughts on fiduciary planning, firm succession, fees, business development, and more. To learn more about the ACP, please visit www.ACPlanners.org. ACP members featured in this episode: Dennis McNamara, CFP®, AIF®, Co-Founder of wHealth Advisors; David Klepeisz, CFP®, EA, Vice President of Accruent Wealth Advisors; Sheila Padden, CPA, CFP®, RLP®, Founder of Padden Financial Planning; Mary Alpers, CFP®, EA, President of Alpers Financial Planning; Wendy Marsden, CPA/PFS, CFP®, Founder of ProsperiTea Planning; Kelly Adams, CFP®, EA, Founder of Harbor Light Planning; Bridget Sullivan Mermel, CFP®, CPA, Founder of Sullivan Mermel, Inc.; Rorik Larson, CFP®, EA, Founder of Essential Financial Strategies; Kevin Jacobs, CFP®, EA, Founder of Step By Step Financial; Carol Friedhoff, CFP®, EA, Founder of Savvy Outcomes; Ken Robinson, CFP®, JD, Founder of Practical Financial Planning
…
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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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…
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…
continue reading
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It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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