Practical Wisdom from ACP Financial Advisors

Recorded on location at ACP's Annual Conference held November 2023 in Spokane, Washington, this special episode is a collage of ideas from a sampling of ACP financial planners. Sharing best ideas from the last year and what they started doing in 2023 that they think would help other advisors in 2024, ACP advisors were asked to provide their top tips, tools, and words of wisdom when it comes to running and managing an independent advisory firm. Ten members are featured here (plus one ACP partner), offering thoughts on industry organizations, methodologies, niching, outsourcing, systemization, automation, fintech and software solutions, and more.

To learn more about the ACP, please visit www.ACPlanners.org.

Featured in this episode:
Michael Garber, CFP®, CRTP, MSEE, Founder of Michael Garber Financial Planning
Sheila Padden, CPA, CFP®, RLP®, Founder of Padden Financial Planning
Kelly Adams, CFP®, RLP®, EA, Founder of Harbor Light Planning
Tim Massie, CFP®, Founder of Timepiece Financial Planning
Steven Jarvis, CPA, MBA, Founder of Retirement Tax Services
Wesley Stien, CFP®, MBA, Principal at Lodestar Financial Management
Steve Martin, CFP®, CPA, JD, LLM, Owner of Oasis Wealth Planning Advisors
Ken Robinson, CFP®, JD, Founder of Practical Financial Planning
Elizabeth Buffardi, CFP®, CPA, Founder of Crescendo Financial Planners
Thomas Cook, CFP®, EA, Founder of Retire To Tellico
Laura Rotter, CFA, MBA, CFP®, Founder of True Abundance Advisors