Ep. #04: Leaving the World of Commissions - Meredith Briggs, CFP®


Manage episode 256489063 series 2639281
על ידי Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) התגלה על ידי Player FM והקהילה שלנו - זכויות היוצרים שמורות למפרסם, לא ל-Player FM, והשמע מוזרם ישירות מהשרתים שלכם. הירשמו כדי לעקוב אחר עדכונים ב-Player FM, או הדביקו את כתובת העדכונים באפליקציות פודקאסט אחרות.
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. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Meredith Briggs, please visit www.TaconicAdvisors.com.

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