In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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Most advisors can describe what their ideal financial planning practice would look like. But building that practice takes intention and a commitment to your vision. Our guest, Jennifer Harper, MBA, CFP®, founder of Bridge Financial Planning, serves on ACP's Training Committee, and has grown a thriving firm founded squarely on the fiduciary standard and a commitment to how she believes clients…
Each member of ACP brings their own distinctive background to their practice, blending different ingredients into a recipe that turns out to be exactly what a particular client niche is looking for. Our guest, Marjorie L. Rand, CPA, CFP®, RICP®, founder of Rand Financial Planning, serves on ACP's Finance Committee, and fashioned her practice from her own unique blend of extraordinary tax…
Most financial advisors would love to work with likeminded people with similar beliefs and worldviews to their own, but are wary of being too outspoken or transparent online so as to not alienate potential clients or lose business. Our guests, Zach Teutsch, Founder and Managing Partner of Values Added Financial, and Tim Caban, EA, CFP®, Founder and President of Copper Beech Advisors, have both…
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…
It's all too common for investors to be seduced by the illusion that careful stock-picking leads to outsized returns. Most of the time, though, the results are disappointing. Our guest, Jonathan Bird, CFP®, CWS®, explains what our clients should be doing instead, and how he plans to change the way everyone invests... by doubling the size of his practice year over year. He also discusses why he…
Comprehensive financial planners are experts at helping our clients manage their money in support of their goals. But what about the advisor’s own financial picture? Who’s advising them? Our guest, Brooklyn Brock, CFP®, CEPA®, ChFC®, founder of Ellevate Advisors, discusses her work as an advisor to financial advisors, helping them to reach financial independence and establish successful exit…
Recorded on location at ACP's Annual Conference held November 2023 in Spokane, Washington, this special episode is a collage of ideas from a sampling of ACP financial planners. Sharing best ideas from the last year and what they started doing in 2023 that they think would help other advisors in 2024, ACP advisors were asked to provide their top tips, tools, and words of wisdom when it comes to…
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…
Recorded on location at ACP's Annual Conference held September 2022 in Minneapolis, Minnesota, this special episode is a collage of ideas from a sampling of ACP financial planners. Advisors were asked to provide their top tips, tools, and words of wisdom when it comes to running and managing an independent advisory firm. Ten members are featured here, offering thoughts on industry organizations,…
As our financial planning practices grow, we sometimes find ourselves stuck on plateaus, facing problems that can’t be solved by working harder. How do we make progress when the tools we’ve used up til now won’t get us to our next professional goal? The Entrepreneurial Operating System (EOS) could provide the answer. Our guests, Al Davis, CFP®, EA, founder of Davis Financial Planning, and Adrianne…
