Ep. #22: Confident Client-Centered Conversations - Chip Simon, CFP®

Practical Wisdom from ACP Financial Advisors

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Richard (Kudo) Couto: The Hidden Horror Behind a Billion-Dollar Brand 42:18

לפני 8 ימים42:18

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42:18

“I used to be the largest dairy consumer on the planet. I used to eat so much dairy and meat. The more that I looked into the dairy industry, the more that I saw that it was the singular, most inhumane industry on the planet, that we've all been lied to, including myself, for years. I always believed that the picture on the milk carton, the cow standing next to her calf in the green field with the red barn in the back was true. It’s certainly the complete opposite.” – Richard (Kudo) Couto Richard (Kudo) Couto is the founder of Animal Recovery Mission (ARM), an organization solely dedicated to investigating extreme animal cruelty cases. ARM has led high-risk undercover operations that have resulted in the shutdown of illegal slaughterhouses, animal fighting rings, and horse meat trafficking networks. Recently, they released a damning investigation into two industrial dairy farms outside of Phoenix, Arizona supplying milk to Coca-Cola’s Fairlife brand. What they uncovered was systemic animal abuse, environmental violations, and a devastating betrayal of consumer trust. While Fairlife markets its products as being sourced "humanely," ARM’s footage tells a very different story—one of suffering, abuse, and corporate complicity. Despite the evidence, this story has been largely ignored by mainstream media—likely due to Coca-Cola’s massive influence and advertising dollars.…

לפני 3 שנים 43:12

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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 think of you as just a professional specialist. You also want them to understand your own confidence and professional advice, but without their eyes glazing over from jargon. How can you talk with your clients in a way that helps you provide the greatest value? Our guest, Chip Simon, CFP®, Founder of Taconic Advisors, discusses how to talk with your clients so they, and you, will be confident that you’re heading in the right direction. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Chip Simon, please visit www.TaconicAdvisors.com

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#Business #Practical Wisdom From ACP Financial Advisors #Alliance of Comprehensive Planners (ACP

Ep. #22: Confident Client-Centered Conversations - Chip Simon, CFP®

Practical Wisdom from ACP Financial Advisors

published לפני 3 שנים

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MP3•בית הפרקים

27 פרקים

#Business #Practical Wisdom From ACP Financial Advisors #Alliance of Comprehensive Planners (ACP

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Practical Wisdom from ACP Financial Advisors

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Ep. #27: The Advisor’s Own Financial Plan - Brooklyn Brock, CFP®, CEPA®, ChFC® 36:17

לפני 25 weeks36:17

36:17

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®, CEPA®, ChFC®, founder of Ellevate Advisors, discusses her work as an advisor to financial advisors, helping them to reach financial independence and establish successful exit plans. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Brooklyn Brock, please visit www.EllevateAdvisors.com…

Practical Wisdom from ACP Financial Advisors

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Ep. #26: Top Tips From Ten Fiduciary Fee-Only Planners at the 2023 ACP Annual Conference 17:40

לפני 48 weeks17:40

17:40

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 what they started doing in 2023 that they think would help other advisors in 2024, ACP advisors were asked to provide their top tips, tools, and words of wisdom when it comes to running and managing an independent advisory firm. Ten members are featured here (plus one ACP partner), offering thoughts on industry organizations, methodologies, niching, outsourcing, systemization, automation, fintech and software solutions, and more. To learn more about the ACP, please visit www.ACPlanners.org. Featured in this episode: Michael Garber, CFP®, CRTP, MSEE, Founder of Michael Garber Financial Planning Sheila Padden, CPA, CFP®, RLP®, Founder of Padden Financial Planning Kelly Adams, CFP®, RLP®, EA, Founder of Harbor Light Planning Tim Massie, CFP®, Founder of Timepiece Financial Planning Steven Jarvis, CPA, MBA, Founder of Retirement Tax Services Wesley Stien, CFP®, MBA, Principal at Lodestar Financial Management Steve Martin, CFP®, CPA, JD, LLM, Owner of Oasis Wealth Planning Advisors Ken Robinson, CFP®, JD, Founder of Practical Financial Planning Elizabeth Buffardi, CFP®, CPA, Founder of Crescendo Financial Planners Thomas Cook, CFP®, EA, Founder of Retire To Tellico Laura Rotter, CFA, MBA, CFP®, Founder of True Abundance Advisors…

Practical Wisdom from ACP Financial Advisors

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Ep. #25: Financial Planning’s Big Picture - Sheila Padden, CPA, CFP®, RLP® 32:13

לפני 1 year32:13

32:13

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®, RLP®, founder of Padden Financial Planning and ACP Immediate Past President, discusses what it takes to deliver a complete financial plan and why it’s important to look beyond investments alone. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Sheila Padden, please visit www.PaddenFinancial.com…

Practical Wisdom from ACP Financial Advisors

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Ep. #24: Top Tips From Ten Fiduciary Fee-Only Planners at the 2022 ACP Annual Conference 15:45

לפני 2 years15:45

15:45

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 top tips, tools, and words of wisdom when it comes to running and managing an independent advisory firm. Ten members are featured here, offering thoughts on industry organizations, methodologies, visualization methods, profiles, niching, outsourcing, systemization, automation, fintech solutions and softwares, and more. To learn more about the ACP, please visit www.ACPlanners.org. ACP members featured in this episode: Sheila Padden, CPA, CFP®, RLP®, Founder of Padden Financial Planning Cordi Powell, CFP®, EA, Founder of Favored Financial Planning Bridget Sullivan Mermel, CFP®, CPA, Founder of Sullivan Mermel, Inc. John Scherer, CFP®, Founder of Trinity Financial Planning Kelly Adams, CFP®, RLP®, EA, Founder of Harbor Light Planning Rorik Larson, MBA, CFP®, EA, Founder of Essential Financial Strategies Brian Leben, CFP®, PFS, CPA, MBA, CGMA, Owner of Midwest Wealth Solutions Wendy Marsden, CFP®, CPA, Founder of ProsperiTea Planning Zach Teutsch, Founder of Values Added Financial Hannah Basil Bryant, CFP®, Financial Advisor at Savant Wealth Management…

Practical Wisdom from ACP Financial Advisors

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Ep. #23: Applying EOS to Your Practice - Al Davis, CFP®, EA & Adrianne Gordon 42:59

לפני 2 years42:59

42:59

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 to our next professional goal? The Entrepreneurial Operating System (EOS) could provide the answer. Our guests, Al Davis, CFP®, EA, founder of Davis Financial Planning, and Adrianne Gordon, CEO & Partner, discuss how they use EOS to navigate the continued growth of their firm. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Al Davis and Adrianne Gordon, please visit www.DavisFinancialPlanning.com…

Practical Wisdom from ACP Financial Advisors

לפני 5 years22:22

22:22

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. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Cordi Powell, please visit www.FavoredFP.com.…

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Practical Wisdom from ACP Financial Advisors « » Ep. #22: Confident Client-Centered Conversations - Chip Simon, CFP®

Ep. #22: Confident Client-Centered Conversations - Chip Simon, CFP®

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Ep. #22: Confident Client-Centered Conversations - Chip Simon, CFP®