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. #15: Building a Business on the Closest of Ties - Lois Basil, CFP® & Hannah Basil Bryant, CFP® by Practical Wisdom from ACP Financial Advisors published on 2020-11-09T22:47:10Z
Ep. #14: Holistic Financial Planning Practice From Vision to Reality - Kristen Moosmiller, EA, CFP® by Practical Wisdom from ACP Financial Advisors published on 2020-09-14T18:49:52Z
Ep. #10: Greater Together: Dual Membership in AICPA & ACP - Chris Wentzien, CFP®, CPA/PFS by Practical Wisdom from ACP Financial Advisors published on 2020-03-07T22:28:52Z