Episode #04: Leaving the World of Commissions with Meredith Briggs, CFP® by Practical Wisdom from ACP Financial Advisors published on 2019-07-24T19:54:09Z
Episode #01: From Tax Practice to Financial Planning with Bridget Sullivan Mermel, CFP®, CPA by Practical Wisdom from ACP Financial Advisors published on 2019-04-19T22:07:35Z
Episode #02: Holistic Financial Planning with Kelly Adams, CFP®, EA by Practical Wisdom from ACP Financial Advisors published on 2019-05-22T16:12:44Z
Episode #03: Seven Core Concepts for Holistic Financial Planning with Bert Whitehead, MBA, JD by Practical Wisdom from ACP Financial Advisors published on 2019-07-03T17:00:02Z
Episode #06: Adding Value for Clients with Tax-Focused Financial Planning w/ Jon Heller CFA, CFP, EA by Practical Wisdom from ACP Financial Advisors published on 2019-10-01T14:02:27Z
Episode #05: The Profitable Lifestyle Practice with Troy Von Haefen, CFP® by Practical Wisdom from ACP Financial Advisors published on 2019-08-30T18:16:30Z