Practical Wisdom from ACP Financial Advisors

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®...

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...

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®...

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...

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...

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...

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...

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...

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...

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...

There are many paths financial planners can take on the way to their calling. What's it like to to make the change from serving large organizations with business goals, to working with individuals and all their...

Many fee-only planners build their own practices from scratch, or with client relationships developed at a prior employer. But what's it like to buy an established practice from someone else? Join us as Irfan...

Staffing and succession are significant challenges for small financial planning firms. Should an owner bring their adult child into the business, or does it make things even tougher? Join ACP Board Past President Lois...

What makes an exemplary financial planning business? How do you provide unbiased fiduciary advice and excellent client service while growing your client base, advancing the industry, and giving back to your community...

Helping clients with their financial lives is a lot like helping them see the picture on the outside of the jigsaw puzzle box when they’re only looking at the individual pieces. Our guest, Cordi Powell, CFP®, EA...