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Practical Wisdom from ACP Financial Advisors

By Alliance of Comprehensive Planners (ACP)

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.

  1. 1.
    Episode #05: The Profitable Lifestyle Practice with Troy Von Haefen, CFP®08/30/2019
    24:41
  2. 2.
    Episode #04: Leaving the World of Commissions with Meredith Briggs, CFP®07/24/2019
    24:13
  3. 3.
    Episode #03: Seven Core Concepts for Holistic Financial Planning with Bert Whitehead, MBA, JD07/03/2019
    27:34
  4. 4.
    Episode #02: Holistic Financial Planning with Kelly Adams, CFP®, EA05/22/2019
    25:21
  5. 5.
    Episode #01: From Tax Practice to Financial Planning with Bridget Sullivan Mermel, CFP®, CPA04/22/2019
    20:49

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