Ep. #23: Applying EOS to Your Practice - Al Davis CFP®, EA & Adrianne Gordon by Practical Wisdom from ACP Financial Advisors published on 2022-12-09T15:45:53Z
Ep. #22: Confident Client-Centered Conversations - Chip Simon, CFP® by Practical Wisdom from ACP Financial Advisors published on 2022-06-29T18:14:18Z
Ep. #21: The Case for the Retainer Model - Jake Kuebler, CFP®, EA by Practical Wisdom from ACP Financial Advisors published on 2022-04-18T19:32:02Z
Ep. #20: Top Tips From Ten Fiduciary Fee-Only Planners at the 2021 ACP Annual Conference by Practical Wisdom from ACP Financial Advisors published on 2021-12-09T19:09:23Z
Ep. #19: Including Taxes in Your Service Model - and Loving It! - Tim Caban, EA, CFP® by Practical Wisdom from ACP Financial Advisors published on 2021-08-16T22:54:40Z
Ep. #18: From Planner to Partner - Alicia Klein, CFP®, EA by Practical Wisdom from ACP Financial Advisors published on 2021-04-07T19:49:41Z
Ep. #17: From Institutional Investing to Personal Fulfillment - Laura Rotter, CFA, MBA, CFP® by Practical Wisdom from ACP Financial Advisors published on 2021-02-11T18:38:15Z
Ep. #16: Taking Over an Established Practice - Irfan Bhabhrawala, CFP® by Practical Wisdom from ACP Financial Advisors published on 2020-12-11T18:07:07Z
Ep. #11: When Financial Planning is Your Next Career - Bill Carlson, CFP® by Practical Wisdom from ACP Financial Advisors published on 2020-04-13T21:41:10Z
Ep. #08: Greater Together: Dual Membership in XYPN & ACP - PJ Wallin, CPA/PFS, CFP® by Practical Wisdom from ACP Financial Advisors published on 2019-12-19T00:24:31Z