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.

 

episodesicon.jpg Episodes



Practical Wisdom from ACP Financial Advisors
Episode 14
Holistic Financial Planning Practice From Vision to Reality
with Kristen Moosmiller

Kristen Headshot
Kristen Moosmiller, CFP®, EA
Founder and Partner

NorthAvenue Financial Advocates
Columbus, OH
www.northavenuefa.com




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? Hear Kristen Moosmiller, EA, CFP®, Founder and Managing Partner of NorthAvenue Financial Advocates, describe the journey that's led her and her business partner to the kind of financial planning practice that many professionals wish they had.

Practical Wisdom from ACP Financial Advisors
Episode 13
From Medicine to Fee-Only Financial Planning
with Cordi Powell

cordi-color250.jpg Cordi Powell, CFP®, EA
Owner and Founder

Favored Financial Planning
Greensboro, NC
www.favoredfp.com




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, trained as a medical doctor before deciding she had more important goals in life. The founder of Favored Financial Planning, Cordi helps her clients see the big picture so they can confidently make important decisions in their financial lives.



Practical Wisdom from ACP Financial Advisors
Episode 12
Greater Together - Dual Membership in Kinder Institute of Life Planning & ACP
with Frankie Corrado

Frankie Corrado, CFP®, RLP®
Principal and Managing Director

Robertson Stephens Wealth Management
Holmdel, NJ
www.rscapital.com





This episode is the third in our series, “Greater Together,” highlighting the experiences of ACP members who maintain other professional memberships as well. Registered Life Planner® Frankie Corrado, CFP®, Principal and Managing Director at Robertson Stephens in Holmdel, NJ, talks about his experience being a member of the Kinder Institute of Life Planning as well as the Alliance of Comprehensive Planners.

Practical Wisdom from ACP Financial Advisors
Episode 11
When Financial Planning is Your Next Career
with Bill Carlson

Carlson_headshot.jpg Bill Carlson, CFP®
Partner and Co-Founder

Fog City Advisors
Belmont, CA
www.fogcityadvisors.com





Many fiduciary planners began their careers in a different part of the financial world. But others come from careers in entirely different fields. Our guest, Bill Carlson, CFP®, Managing Partner and Co-Founder of Fog City Advisors, started his professional life as an airport administrator. Hear how he turned his attention to financial planning and a holistic, retainer-based practice.



Practical Wisdom from ACP Financial Advisors
Episode 10
Greater Together - Dual Membership in AICPA & ACP
with Chris Wentzien

WentzienHeadshot.png Chris Wentzien, CFP®, CPA/PFS
Owner and Founder

Natural Bridges Financial Advisors
Santa Cruz, CA
www.naturalbridgesfa.com






This episode is the second in our series, “Greater Together,” highlighting the experiences of ACP members who maintain other professional memberships as well. Chris Wentzien, CFP®, CPA/PFS, Founder of Natural Bridges Financial Advisors in Santa Cruz, California, talks about his experience being a member of the American Institute of CPAs as well as the Alliance of Comprehensive Planners.

Practical Wisdom from ACP Financial Advisors
Episode 09
Top Tips from Eleven Fiduciary Fee-Only Planners
2019 ACP Conference Compilation

Conference.png ACP Annual Conference
November 12-15, 2019
Hyatt Regency Mission Bay
San Diego, CA
2019.acplanners.org





Recorded on location at ACP's Annual Conference held November 2019 in San Diego, California, this special episode is a collage of ideas from a sampling of ACP financial planners. Advisors were asked to provide their top tips and words of wisdom. Eleven members are featured here, offering thoughts on fiduciary planning, firm succession, fees, business development, and more.



Practical Wisdom from ACP Financial Advisors
Episode 08
Greater Together - Dual Membership in XY Planning Network & ACP
With PJ Wallin

PJ_edited.jpeg PJ Wallin, CPA/PFS, CFP®
Owner and Founder

Atlas Financial 
Richmond, VA
www.atlasfg.com





This episode is the first in a series, “Greater Together,” highlighting the experiences of ACP members who maintain other professional memberships as well. PJ Wallin, CPA/PFS, CFP®, Founder of Atlas Financial in Richmond, Virginia, talks about his experience as a founding member of the XY Planning Network and why he then joined ACP in 2016.

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.