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
- Financial Services Podcast