Practical Wisdom from ACP Financial Advisors

Nov 13 2024 27 ep. 28 mins 24
Practical Wisdom from ACP Financial Advisors Podcast artwork

In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.

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Ep. #27: The Advisor’s Own Financial Plan - Brooklyn Brock, CFP®, CEPA®, ChFC®

Nov 13 2024 36 mins  
Comprehensive financial planners are experts at helping our clients manage their money in support of their goals. But what about the advisor’s own financial picture? Who’s advising them? Our guest, Brooklyn Brock, CFP®, CEPA®, ChFC®, founder of Ellevate Advisors, discusses her work as an advisor to financial advisors, helping them to reach financial independence and establis

Ep. #26: Top Tips From Ten Fiduciary Fee-Only Planners at the 2023 ACP Annual Conference

Jun 06 2024 17 mins  
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

Ep. #25: Financial Planning’s Big Picture - Sheila Padden, CPA, CFP®, RLP®

Feb 05 2024 32 mins  
A lot of the financial planning industry focuses on investments because of their “something-for-nothing” feeling. But how do you advise clients on the whole of their financial lives? Our guest, Sheila Padden, CPA, CFP®, RLP®, founder of Padden Financial Planning and ACP Immediate Past President, discusses what it takes to deliver a complete financial plan and why it’s impor

Ep. #24: Top Tips From Ten Fiduciary Fee-Only Planners at the 2022 ACP Annual Conference

Jun 30 2023 15 mins  
Recorded on location at ACP's Annual Conference held September 2022 in Minneapolis, Minnesota, this special episode is a collage of ideas from a sampling of ACP financial planners. 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, offering thoughts on industry

Ep. #23: Applying EOS to Your Practice - Al Davis, CFP®, EA & Adrianne Gordon

Dec 09 2022 42 mins  
As our financial planning practices grow, we sometimes find ourselves stuck on plateaus, facing problems that can’t be solved by working harder. How do we make progress when the tools we’ve used up til now won’t get us to our next professional goal? The Entrepreneurial Operating System (EOS) could provide the answer. Our guests, Al Davis, CFP®, EA, founder of Davis Financial

Ep. #22: Confident Client-Centered Conversations - Chip Simon, CFP®

Jun 29 2022 43 mins  
One of the challenges of fiduciary financial planning is how to best communicate with clients. You'd like your clients to tell you more about their financial lives, but they might be afraid of wasting your time if they think of you as just a professional specialist. You also want them to understand your own confidence and professional advice, but without their eyes glazing over fro

Ep. #21: The Case for the Retainer Model - Jake Kuebler, CFP®, EA

Apr 19 2022 37 mins  
AUM model, commissions, hourly fee, flat fee, retainer model... there are so many ways that financial advisors charge for their services these days that it's sometimes very confusing for consumers and hard to know which will serve them best. The same can be said for advisors themselves - which model is going to allow your business to thrive and serve clients to the fullest? Our gue

Ep. #20: Top Tips From Ten Fiduciary Fee-Only Planners at the 2021 ACP Annual Conference

Dec 09 2021 16 mins  
Recorded on location at ACP's Annual Conference held October 2021 in Atlanta, Georgia, this special episode is a collage of ideas from a sampling of ACP financial planners. Advisors were asked to discuss a challenge faced during the pandemic and how they successfully moved through and resolved the issue, or the top lesson they learned for running a successful advisory practice duri

Ep. #19: Including Taxes in Your Service Model - and Loving It! - Tim Caban, EA, CFP®

Aug 16 2021 35 mins  
Should you include tax planning in your offerings? Maybe even (gasp!) tax preparation? Join our guest, Timothy Caban, EA, CFP®, Founder of Copper Beech Advisors, as he tells us why he started out not wanting to provide tax planning, but now relishes it as one indispensable part of his firm and the value he provides for his clients. To learn more about the ACP, please visit www.AC

Ep. #18: From Planner to Partner - Alicia Klein, CFP®, EA

Apr 23 2021 34 mins  
A career as a fee-only planner may begin with a job in an existing practice. What’s it like as the planner's role evolves from entry-level to owner? Join us and our guest Alicia Klein, CFP®, EA, Senior Planner and Partner at Cambridge Financial Group, as she takes us on her journey from her first steps in the profession to becoming the second of three partners in her firm. To