Recorded on location at ACP's Annual Conference held October 2021 in Atlanta, Georgia, the latest episode of the ACP podcast series is a collage of ideas from a sampling of ACP financial planners.
Advisors were asked to discuss a couple of things:
A top challenge they faced and how they successfully resolved the issue;
The most important lesson they’ve learned from running a successful advisory practice during the pandemic.
Ten members were featured, offering thoughts on virtual client communications, working remotely, volatile markets, mindfulness, self-care, industry organizations, helpful software, recruiting solutions, and more.
Let’s dive in!
1. Live Your Best Life
Frankie Corrado, Managing Director and Principal at Robertson Stephens, ...