Practical Wisdom from ACP Financial Advisors
Top Tips from Ten Fiduciary Fee-Only Planners
2021 ACP Conference Compilation
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 during the pandemic. Ten members are featured here, offering thoughts on virtual client communications, working remotely, volatile markets, mindfulness, self-care, industry organizations, helpful software, recruiting solutions, and more.