ACP Podcasts



 Practical Wisdom from ACP Financial Advisorspodcasticonsm.jpg


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.

Kenneth_Robinson_host.jpg Kenneth Robinson, CFP®, JD
Practical Financial Planning

Practical Wisdom from ACP Financial Advisors
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Episode 01 - From Tax Practice to Financial Planning
Episode 02 - Holistic Financial Planning
Episode 03 - Seven Core Concepts for Holistic Financial Planning
Episode 04 - Leaving the World of Commissions
Episode 05 - The Profitable Lifestyle Practice
Episode 06 - Adding Value for Clients with Tax-Focused Financial Planning
Episode 07 - Changing Lanes: From Insurance Sales to Holistic Financial Planning

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episodesicon.jpg Episodes





Practical Wisdom from ACP Financial Advisors
Episode 07
Changing Lanes: From Insurance Sales and Asset Management to Holistic Financial Planning
With Steve Swicegood

Steve_headshot.jpg Steve Swicegood, CFP®
Owner and Founder

Conscious Money Solutions
Amarillo, TX
www.consciousmoney.com




Most of the financial planning industry is so focused on Assets Under Management, those words describe both the size of a firm and how much clients pay for advice. With the AUM model being so prevalent, why would you switch to a different way to charge—and, more importantly, a different way to practice? Our guest, Steve Swicegood, CFP®, shares his professional journey from the insurance business to comprehensive Financial Life Planning—a journey he took because his clients wanted more of his unbiased advice.

Practical Wisdom from ACP Financial Advisors
Episode 06
Adding Value for Clients with Tax-Focused Financial Planning
With Jonathan Heller

Troy_picture.jpg Jonathan Heller, CFA, CFP®, EA
Owner and Founder

KEJ Financial Advisors, LLC
Newtown, PA
www.kejfinancial.com




Income tax is about far more than return preparation. Can you transform this annual filing chore into something else, helping your clients understand how their decisions throughout the year save them (or cost them) thousands of dollars? Our guest, Jonathan M. Heller, CFA, CFP®, EA, explains how tax planning integrates with the holistic financial plan and adds value for your clients, whether or not you prepare their returns. Jon is the co-author of the whitepaper Tax Alpha: How to Add Measurable Value with Tax-Focused Financial Planning.



Practical Wisdom from ACP Financial Advisors
Episode 05
The Profitable Lifestyle Practice
With Troy Von Haefen

Troy_picture.jpg Troy Von Haefen, CFP®
Owner and Founder

Von Haefen Financial Management
Nashville, TN
www.vhfinancialmanagement.com




The label lifestyle practice suggests that the advisor has greater-than-average freedom with their time, but at the cost of restricting their own professional revenue. Do you have to choose between limited business success and overcommitment of your time? Or is it really possible to have both a life that’s balanced and a practice that provides a solid living? Our guest, Troy Von Haefen, CFP®, explains how he maintains lifestyle he's chosen and achieves the compensation that a professional financial advisor is worth.

Practical Wisdom from ACP Financial Advisors
Episode 04
Leaving the World of Commissions
With Meredith Briggs

Meredith Briggs, CFP®
Co-Owner and Senior Advisor

Taconic Advisors
Saugerties, NY
www.taconicadvisors.com




For decades, financial advisors have heard that the future of the profession is in fee compensation. But the transition from commissions to fees is still a daunting challenge for many. Our guest, Meredith Briggs, CFP®, shares her journey: from selling products in the name of financial advice, to her ideal quality of life as a partner in a fiduciary, fee-only practice that’s dedicated to helping clients to really plan—and achieve—financial and life goals.



Practical Wisdom from ACP Financial Advisors
Episode 03 
Seven Core Concepts for Holistic Financial Planning
 
With Bert Whitehead

Bert Whitehead, JD, MBA
ACP Founder

Birmingham, MI
www.bertwhitehead.com




Sometimes it seems financial plans are focused more on products or investment theory instead of how clients live their real lives. Adding more value for the client, by using a process that focuses on what makes a real difference to them, starts with looking at how they actually experience their money day by day. And this point of view compels us to challenge some widely held assumptions about how to deliver financial planning. Our guest, financial planning pioneer and ACP founder Bert Whitehead, JD, MBA, discusses seven core concepts holistic financial planners can apply to acknowledge the reality of what it’s like to create a plan for a real, living person, instead of a financial institution.

Practical Wisdom from ACP Financial Advisors
Episode 02 
Holistic Financial Planning 
With Kelly Adams

Kelly Adams, CFP®, EA
Owner and Founder
Harbor Light Planning

Novi, MI
www.harborlightplanning.com




Financial Planning is about more than investments. Other subjects like taxes, insurance, and estate planning are also crucial to a household's financial future. But with guidance on each of these subjects coming from different professionals, each with their own agenda, how can a consumer follow a consistent, coordinated plan? Our guest, Kelly Adams, CFP®, EA of Harbor Light Planning, discusses what it means to be a holistic financial planner.



Practical Wisdom from ACP Financial Advisors
Episode 01 
From Tax Practice to Financial Planning
 
With Bridget Sullivan Mermel
Bridget Sullivan Mermel, CFP®, CPA
Owner and Founder
Sullivan Mermel Fee-Only Financial Advisors

Chicago, IL
www.sullivanmermel.com



If you're a tax practitioner, you've probably thought about expanding your business to include financial planning. But how do you actually do that, and what should you expect the process to be like? Our guest, Bridget Sullivan Mermel, CFP®, CPA of Sullivan Mermel, Inc., shares her experiences making just this transition: from tax practitioner to fiduciary, fee-only financial planner.