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Practical Wisdom from ACP Financial Advisors

Practical Wisdom from ACP Financial Advisors

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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.

Recent Episodes

  • Ep. #28: How Not To Invest, What To Do Instead, and Changing the Investing Mindset - Jonathan Bird, CFP®, CWS®

    2 months ago

  • Ep. #27: The Advisor’s Own Financial Plan - Brooklyn Brock, CFP®, CEPA®, ChFC®

    8 months ago

  • Ep. #26: Top Tips From Ten Fiduciary Fee-Only Planners at the 2023 ACP Annual Conference

    1 year ago

  • Ep. #25: Financial Planning’s Big Picture - Sheila Padden, CPA, CFP®, RLP®

    1 year ago

  • Ep. #24: Top Tips From Ten Fiduciary Fee-Only Planners at the 2022 ACP Annual Conference

    2 years ago

  • Ep. #23: Applying EOS to Your Practice - Al Davis, CFP®, EA & Adrianne Gordon

    3 years ago

  • Ep. #22: Confident Client-Centered Conversations - Chip Simon, CFP®

    3 years ago

  • Ep. #21: The Case for the Retainer Model - Jake Kuebler, CFP®, EA

    3 years ago

  • Ep. #20: Top Tips From Ten Fiduciary Fee-Only Planners at the 2021 ACP Annual Conference

    4 years ago

  • Ep. #19: Including Taxes in Your Service Model - and Loving It! - Tim Caban, EA, CFP®

    4 years ago