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

Practical Wisdom from ACP Financial Advisors

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